Conferences Presenting

Alaska Cruise Conference
July 21, 2019
7:30AM - 1:00PM
Vern Hoven, CPA, MT
Amelia Island Conference
May 20, 2019
7:30AM - 1:00PM
Doug Stives, CPA
Asheville Conference
August 05, 2019
7:30AM - 1:00PM
Sharon Kreider, CPA
Bar Harbor Conference
July 08, 2019
7:30AM - 1:00PM
Karen Brosi, CFP, EA
Boston Conference
August 26, 2019
7:30AM - 1:00PM
Karen Brosi, CFP, EA
Coeur D'Alene Conference
August 12, 2019
7:30AM - 1:00PM
Vern Hoven, CPA, MT
Charleston Conference
May 13, 2019
7:30AM - 1:00PM
Sharon Kreider, CPA
Flathead Lake Conference
June 03, 2019
7:30AM - 1:00PM
Vern Hoven, CPA, MT
Hilton Head Conference
September 16, 2019
7:30AM - 1:00PM
Doug Stives, CPA
Jackson Hole Conference
June 24, 2019
7:30AM - 1:00PM
Karen Brosi, CFP, EA
Las Vegas May Conference
May 06, 2019
7:30AM - 1:00PM
Vern Hoven, CPA, MT
Mediterranean Cruise Conference
September 09, 2019
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Myrtle Beach Conference
June 24, 2019
7:30AM - 1:00PM
Alice Orzechowski, CPA
Napa Conference
August 26, 2019
7:30AM - 1:00PM
Doug Stives, CPA
Orlando Disney Conference
June 10, 2019
7:30AM - 1:00PM
Mark Seid, EA, CPA, USTCP
San Diego Conference
July 08, 2019
7:30AM - 1:00PM
David F. Jarmusz, CPA, JD, LLM
Seattle Conference
June 17, 2019
7:30AM - 1:00PM
Mark Seid, EA, CPA, USTCP
Washington DC Conference
July 01, 2019
7:30AM - 1:00PM
David F. Jarmusz, CPA, JD, LLM
Whitefish Conference
July 29, 2019
7:30AM - 1:00PM
Alice Orzechowski, CPA
Live Event
6
Update
Taxes
Experience preparing individual 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 individual tax reform developments
  • Planning ideas regarding individual tax reform
  • Updates on ACA and 'Repeal and Replace' developments
  • 20% capital gains tax +3.8% NII tax issues
  • Mortgage interest deductions cases and rulings
  • Charity audit issues
  • Credit rule changes
  • FBAR and FATCA reporting
  • IRA adjustments
  • Tax issues for online rentals
  • IRS clarification on who is and isn't a real estate professional
  • Estate and gift thresholds updated


Course Specifics

Taxes
Experience preparing individual tax returns
LE8198004
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

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

  • Discuss individual tax reform developments.
  • Enumerate planning ideas for individual tax reform.
  • Convey details of the Affordable Care Act (ACA) and current developments in 'Repeal and Replace.'
  • Accurately prepare 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.
  • Apply the many other individual tax changes applicable for 2018 returns (these will be updated throughout the year).


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