Navigate the latest trends and emerging issues with new resources and expert guidance from Checkpoint Edge.
Let your clients know about the new SECURE 2.0 Act with new client letters, download our quick guides to understand the top issues for tax season 2022, and address multi-state compliance with our updated state charts.
Please note that access to the resources below requires a Checkpoint subscription, except as otherwise noted. Not a subscriber yet? Sign up for a free 7-day trial today!
NEW! Customer letters about significant new law in the SECURE 2.0 Act
who needs to know: Individuals with retirement accounts, plan administrators, financial and tax advisors
In late 2022, the SECURE 2.0 Act became law, introducing significant new rules in several key areas of the Internal Revenue Code. These include changes that affect 529 accounts, traditional and Roth IRAs, retirement plans, student loans, and conservation easements.
Checkpoint has four new customer letters outlining these changes:
These changes present significant tax savings for certain taxpayers and open up opportunities for professionals to communicate with their clients to offer services. The SECURE 2.0 Act also cracks down on syndicated conservation easement transactions by denying conservation easement deductions to transfer entities such as partnerships and S corporations, which may affect professionals advising on these transactions.
2022 Federal Tax Changes for Individuals and Businesses
who needs to know: Tax Preparers During the 2022 Filing Season
Access two helpful charts outlining the major federal tax law changes that will affect tax year 2022 and where to find related guidance at Checkpoint.
Checkpoint Quick Guide: Tax Season 2022 Tax Changes for Individuals
Checkpoint Quick Guide: Tax Changes for Businesses in Tax Season 2022
Confidently prepare 2022 tax returns and understand how the new law affects your clients – sign up for a free 7-day trial of Checkpoint Edge today!
Updated State Tax Tables!
who needs to know: law firms, accounting firms, businesses, especially those with activities or clients in multiple states
Checkpoint’s state tax tables have been updated with 2023 information, for example:
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- Due Date Charts: The due date for many 2022 state tax returns is April 18he instead of April 15he due to the federal holiday of Emancipation Day.
- Underpayment and Overpayment Interest Rate Charts: All charts received a year-end update to reflect what’s new for 2023, including first-quarter items such as overpayment and underpayment interest rates.
- The new electronic filing tables for 2023 are active.
Easily analyze issues in multiple jurisdictions with a 7-day trial of Checkpoint Edge.
