Self-Study
3
Update
Taxes
General tax preparation experience.

Choose a format

Hard Copy

$69

Online Access

$49


Course Description

Combining real-life experiences of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax changes. You'll receive answers to your tax questions in an accessible, easy-to-read manual of the latest federal legislative issues. You'll also receive a digital PDF version that is hyperlinked to relevant sections of the Internal Revenue Code. Renowned tax experts Vern Hoven and Sharon Kreider deliver all the information you need related to estates, trusts, and beneficiaries.

 

Chapter highlights include the following:

  • Estate and Gift Tax Thresholds Temporarily Increased by Tax Reform
  • Estate and Gift Tax Planning Changes
  • All Estates Need Planning
  • Regulations Issued on Portability Election
  • FLPs Can Still be Useful
  • Estate and Trust Administrators Can Be Personally Liable for Unpaid Taxes


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
Jun 24, 2019
General tax preparation experience.
SS8192622
70
None.


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-U-01370-19-S
IRS Federal Tax Update Credits: 3
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1307
CTEC Federal Tax Update Credits: 3
Qualifies for CA Fraud: No


Learning Objectives

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

  • Cite the rules and regulations related to the federal estate tax, and the filing of estate tax returns, including the exclusion amounts and other relevant thresholds related to filing requirements.
  • Identify the requirements for executors and beneficiaries regarding inherited assets, filing requirements, timing, and penalties for failure to act in accordance with the Code.
  • Identify elements of Form 706, use, timing of filing, and other relevant requirements for taxpayers.
  • Cite the rules and regulations related to gift taxes and the transfer of property within the donor’s lifetime and identify strategies to reduce the impact of gift taxes on taxpayers.
  • Identify the rules and regulations related to trusts and estates and their impact on resulting tax returns of those entities.
  • Cite requirements for successful use of family limited partnerships (FLPs) and family limited liability companies (FLLCs) and indicate the strategies for using each.


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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