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Note: All dates and times displayed below are in Eastern Time.

July 22, 2019
4:00PM - 8:00PM ET

$149

July 23, 2019
10:00AM - 2:00PM ET

$149

July 24, 2019
4:00PM - 8:00PM ET

$149

July 25, 2019
10:00AM - 2:00PM ET

$149

July 26, 2019
4:00PM - 8:00PM ET

$149

July 27, 2019
10:00AM - 2:00PM ET

$149

July 29, 2019
4:00PM - 8:00PM ET

$149

Webcast
4
Update
Taxes
General experience in individual tax preparation

Course Description

Upon successful completion of this course, participants will be able to:

 

  • Accurately file returns for individual taxpayers.
  • Understand and apply the various IRA and Roth IRA rules in order to properly utilize these vehicles for retirement and tax planning.
  • Identify tax issues and apply regulations related to real estate and investment property.
  • Identify top estate planning ideas and cutting-edge planning techniques such as family limited partnerships, wealth and succession planning, grantor trusts, and installment sale planning.
  • Convey details of the Tax Cut and Jobs Act (TCJA).
  • Apply the many other individual tax changes applicable for 2018 returns (these will be updated throughout the year).


Instructors

Vern Hoven, CPA, MT

Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, including the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education.
Vern is the author of the best-selling Real Estate Investor’s Tax Guide and a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association, which has granted only 400 CSPs out of 3,600 NSA members as of 2006.
Vern practiced in the public, governmental, and corporate accounting fields before starting his own public accounting practice in 1973, a firm that grew to one of the largest in western Montana. In 1985, he started his present tax consulting practice. CPA Magazine recognized Vern as one of the top 50 IRS representation practitioners in 2008.

Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education.



Course Specifics

Taxes
May 22, 2019
General experience in individual tax preparation
WC88196621
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-U-01362-19-S
IRS Federal Tax Update Credits: 4
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1299
CTEC Federal Tax Update Credits: 4
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Discuss business tax reform developments.
  • Be able to inform your clients on the impact of tax reform.
  • Enumerate planning ideas for business tax reform.
  • Accurately prepare returns for business taxpayers.
  • Convey details of the Affordable Care Act (ACA) and current developments in 'Repeal and Replace.”
  • Recognize opportunities to use business credits.
  • Compare qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans, identifying the rules on loans to participants and hardship distribution rules to ensure compliance with tax regulations.
  • Discuss income subject to self-employment tax and withholding from wages and assess the impact of various withholding and wages issues.
  • Determine the difference between an independent contractor and an employee and examine subsequent reporting requirements.
  • Discuss C corporation cases and rulings.
  • Discuss S corporation cases and rulings.
  • Discuss partnership and LLC cases and rulings.
  • Understand federal changes and new rulings for business tax returns.


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