Update
CPE Credits
6 Credits: Taxes
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 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
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).
Course Specifics
|
Course ID 21CSanDiego-LE20227021 |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01793-21-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292825
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01793-21-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292825
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1583
CTEC Federal Tax Update Credits: 6
CTEC Course Number: 2071-CE-1583
CTEC Federal Tax Update Credits: 6
Course Instructor
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …
Everybody's Critical Individual Tax Issues in 2021
$590.00
Availability: 24 in stock
Update
CPE Credits
6 Credits: Taxes
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 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
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).
Course Specifics
|
Course ID 21CSanDiego-LE20227021 |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01793-21-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292825
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01793-21-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292825
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1583
CTEC Federal Tax Update Credits: 6
CTEC Course Number: 2071-CE-1583
CTEC Federal Tax Update Credits: 6
Course Instructor
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …
Everybody's Critical Individual Tax Issues in 2021
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 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
$590.00
Availability: 24 in stock