2022 Individual Tax Update

Icon_Level
Update
Credits
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.

Highlights of key updates include:

  • Latest individual federal tax reform developments
  • New proposed/enacted tax legislation
  • Tax savings strategies
  • SECURE Act guidance and SECURE 2.0
  • Advanced Child Tax Credit and IRS Letter 6419
  • Virtual currency overview
  • IRS administration and compliance
  • Relevant tax cases and rulings

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
22CScottsdale-LE22C278080
Prerequisites

Experience preparing individual tax returns.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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

Alice Orzechowski Headshot
Alice Orzechowski, CPA

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 …

Alice Orzechowski, CPA Read More »

2022 Individual Tax Update

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$856.00

Availability: 81 in stock

Icon_Level
Update
Credits
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.

Highlights of key updates include:

  • Latest individual federal tax reform developments
  • New proposed/enacted tax legislation
  • Tax savings strategies
  • SECURE Act guidance and SECURE 2.0
  • Advanced Child Tax Credit and IRS Letter 6419
  • Virtual currency overview
  • IRS administration and compliance
  • Relevant tax cases and rulings

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
22CScottsdale-LE22C278080
Prerequisites

Experience preparing individual tax returns.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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

Alice Orzechowski Headshot
Alice Orzechowski, CPA

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 …

Alice Orzechowski, CPA Read More »

2022 Individual Tax Update

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$856.00

Availability: 81 in stock