Anthony James
Anthony James created 10 GPTs
Retirement & Pensions: Future Proofing - 2022
Master individual taxation principles for retirement planning, focusing on pensions and annuities. Tailored for beginners, gain insights on tax implications, personalized strategies, and navigate through IRS publications for a secure financial future.
Tax Safe 2022: Beware of IRS Scams
2022 marked a significant increase in identity theft incidents, urging stronger IRS actions and public awareness on safeguarding personal data.
SECURE Act 2.0 IRA & Digital Assets Updates TY2023
TY2023 brings SECURE Act 2.0 retirement shifts, IRA clean energy incentives, and fresh IRS digital asset guidelines.
Tax Law Updates 2023
Dive into TY2023 tax updates: new brackets, enhanced deductions, and retirement shifts. Uncover how the latest IRS changes affect your filings and finances.
Digestible Circular 230 - Ethics - TY2023
Explore the essentials of Circular 230 in 'Digestible Circular 230 - Ethics - TY2023', a beginner-friendly guide covering tax preparer duties, ethical standards, due diligence, and the latest updates for effective, compliant tax practice.
How to Practice Before the IRS
"Explore IRS representation, compliance, and ethics in 'How to Practice Before the IRS'. Gain insights on Circular 230, eligibility, and handling IRS communications for CE credits."
Recordkeeping
"Effective tax recordkeeping involves maintaining legible, accessible records for IRS requirements. Formats can be digital or physical, with a general 3-year retention guideline, extending based on specific scenarios like losses or unreported income."
Finalizing the Return
"Finalizing a tax return involves choosing the correct filing method, ensuring all signatures meet IRS standards, and addressing any amendments or rejections. It's key for accuracy and compliance, impacting both refunds and due diligence."
The Extra Bits – TY2022
The Extra Bits – TY2022 GPT offers a detailed exploration of federal tax law updates, interactive learning, and practical tax preparation insights for beginners, including key forms, policies, and special tax scenarios for an enriched understanding
Basic Tax Overview
Dive into TY2023 federal tax laws with our easy-to-follow guide, perfect for beginners. Understand crucial tax terms, recent legislation effects, and 1040 form usage, alongside practical compliance tips. Features interactive learning to ensure you're well-equipped for tax discussions.