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Live Webcast Replay

Federal Tax Update – Individuals (8 hr)

Total Credits: 8 including 8 Taxes - Technical

Average Rating:
Tax |  ACPEN Industry Institute |  IRS Approved
Allison M. McLeod, LL.M., CPA
Course Levels:
8 Hours



Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this 8 hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.  

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives
  • Understand the newest tax developments and changes to the Internal Revenue Code
  • Learn effective and efficient techniques for implementing new standards

Major Subjects
  • Individual Updates 
    • FBAR
    • Trade or Business
    • Sec. 1244 Stock
    • Litigation Payments
    • Penalty Cases
    • Cash Method
    • Fringe Benefits
    • Tax Home Cases
    • Conservation Easements
    • Medical Expenses
  • IRS Procedure
    • Mailbox Rule
    • Innocent Spouse and Divorce Cases
    • IRA Rollovers
    • Form 1099-K
    • Cryptocurrency Reporting
    • Claiming Dependents
    • Tax Lien and OIC Cases
    • Constitutional Claims
    • Statute of Limitations
    • IRS Automation
    • Other issues
  • Tax Legislation ​​​​​​​
    • Biden 2023 Greenbook
    • Build Back Better Bill – Update
  • Bonus Topics
    • 2022 Inflation Adjustments
    • Spotlight: Pro Se Corner & What Where They Thinking?

Course Materials


Allison M. McLeod, LL.M., CPA's Profile

Allison M. McLeod, LL.M., CPA Related Seminars and Products

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas.   She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. 

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax.   She also lectures in Financial Accounting and Individual Taxation on an undergraduate level.  She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC.   Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation.  She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses.  Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty.  She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.  

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For This course is suitable for tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals that have tax implications.  All public practice tax professionals will benefit from this timely and insightful seminar. 
Original Recording Date


Course Developer Allison McLeod
Date Added to Catalog 08/03/2022
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.6

Total Reviews: 58


Ronald C

" "

Neil D - Pensacola, Florida

"Instructor did a fabulous job of making the subject matter interesting."

Michael R - Downingtown, Pennsylvania

"Very good presentation."