Conferences Presenting

Alaska Cruise Conference
July 26, 2019
7:30AM - 1:00PM
Vern Hoven, CPA, MT
Asheville Conference
August 06, 2019
7:30AM - 1:00PM
David F. Jarmusz, CPA, JD, LLM
Boston Conference
August 27, 2019
7:30AM - 1:00PM
Karen Brosi, CFP, EA
Coeur D'Alene Conference
August 13, 2019
7:30AM - 1:00PM
Vern Hoven, CPA, MT
Hilton Head Conference
September 17, 2019
7:30AM - 1:00PM
Doug Stives, CPA
Mediterranean Cruise Conference
September 11, 2019
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Napa Conference
August 27, 2019
7:30AM - 1:00PM
Doug Stives, CPA
Whitefish Conference
July 30, 2019
7:30AM - 1:00PM
Alice Orzechowski, CPA
Live Event
Experience preparing business tax returns

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax experts, Vern Hoven and Sharon Kreider. The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it extremely convenient. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.


Highlights include:

  • Updates on the latest business tax reform developments
  • Planning ideas regarding business tax reform
  • ACA and 'Repeal and Replace' developments in large and small businesses
  • Corporate and pass-through entity updates
  • Cures Act implementation
  • Legal marijuana taxation
  • Identity scams hitting employers
  • IRS budget cut and its effects
  • Top 10 most litigated tax issues
  • Employee misclassification issues
  • S corporation basis tracking
  • Corporate reasonable compensation
  • Taxes for the 'sharing economy'

Course Specifics

Experience preparing business tax returns

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-U-01341-19-I
IRS Federal Tax Update Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1276
CTEC Federal Tax Update Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

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

  • Discuss business tax reform developments.
  • 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.
  • Summarize the different types of business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
  • Compare and contrast 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.
  • Review C corporation cases and rulings.
  • Review S corporation cases and rulings.
  • Understand federal changes and new rulings for individual tax returns.
  • Provide tax services for clients based on IRS practice and procedure provisions.
  • Describe new developments in IRS policies and procedures.

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