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 individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts. The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. 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.
Learning Objectives
Upon successful completion of this course, participants will accomplish:
- Increased understanding of individual and business federal tax reform developments.
- Tax savings strategies for individuals.
- Enhanced knowledge of the different types of individual and business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
- The ability to compare and contrast qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans.
- Identify top estate planning strategies.
- Increased understanding of current IRS administration and compliance issues.
- Exposure to relevant 2022 tax cases and rulings.
Course Specifics
|
Course ID 22CLasVegasOct-LE22C278064 |
Prerequisites Experience preparing individual tax returns |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02055-22-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 304577
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02055-22-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 304577
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1791
CTEC Federal Tax Update Credits: 6
CTEC Course Number: 2071-CE-1791
CTEC Federal Tax Update Credits: 6
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Western CPE helps tens of thousands of Tax Advisors and CPAs understand constant tax changes so they can plan hands-on strategies for their clients.
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life …
2022 Individual Tax Update
$856.00
Availability: 148 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 individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts. The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. 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.
Learning Objectives
Upon successful completion of this course, participants will accomplish:
- Increased understanding of individual and business federal tax reform developments.
- Tax savings strategies for individuals.
- Enhanced knowledge of the different types of individual and business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
- The ability to compare and contrast qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans.
- Identify top estate planning strategies.
- Increased understanding of current IRS administration and compliance issues.
- Exposure to relevant 2022 tax cases and rulings.
Course Specifics
|
Course ID 22CLasVegasOct-LE22C278064 |
Prerequisites Experience preparing individual tax returns |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02055-22-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 304577
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02055-22-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 304577
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1791
CTEC Federal Tax Update Credits: 6
CTEC Course Number: 2071-CE-1791
CTEC Federal Tax Update Credits: 6
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Western CPE helps tens of thousands of Tax Advisors and CPAs understand constant tax changes so they can plan hands-on strategies for their clients.
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life …