CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

All New and Current customers who purchase the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update or the 2021 Federal and California Update will get the Tax Advisory Complement Bundle for free.

NOTE:

  • New Federal Tax Update customers will get an immediate email with a coupon code for the free course once their Tax Update purchase is complete.
  • Current Customers that purchased the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update will get an email with a coupon code to get the Tax Advisory Complement Bundle for free.

2021 Federal Tax Update: Summer Edition - Retirement Plans

Icon_Self-Study
Self-Study
Icon_Level
Update
Credits
CPE Credits
3 Credits: Taxes

Course Description

In this updated and revised course section of the Federal Tax Update, tax advisors will confidently be able to identify changes impacting planning considerations for:

 

  • Real Estate Taxation, Investments, Estates, Trusts, and Beneficiaries    
  • Changes and impacts to the legislation, rules, and regulations related to rental activities
  •  The taxability/excludable income of the related revenue

Also, you’ll learn to cite rules and requirements under:

  •  The like-kind exchange rules and 
  • Passive losses and understand the impact on taxpayers. 

Lastly, you’ll learn to identify and appropriately apply the rules and regulations related to:

  •  Real estate professionals and real estate transactions and 
  • Identify gift tax systems and their application to tax returns and the associated updates. 

Learning Objectives

After completing this section of Federal Tax Update, you will be able to:

  • Identify changes and impacts of recent legislation.
  • Cite the rules and requirements under the like-kind exchange rules.
  • Identify rules and regulations related to rental activities and the taxability or excludable of the related income.
  • Cite the rules and regulations related to passive losses and the impact on taxpayers.
  • Identify and appropriately apply the rules and regulations related to real estate professionals and real estate transactions.
  • Identify changes and updates in estate and gift tax systems and their application to tax returns.

Course Specifics

Course ID
8212760
Revision Date
July 16, 2021
Number of Pages
113
Prerequisites

General Understanding of Tax.

Advanced Preparation

None.

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01807-21-S
IRS Federal Tax Update Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1598
CTEC Federal Tax Update Credits: 3

Course Instructor

Vern Hoven, CPA, MT

Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, including the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education. Vern is the author of the best-selling Real Estate Investor’s Tax Guide and a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking …

Vern Hoven, CPA, MT Read More »

Sharon Kreider Headshot
Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …

Sharon Kreider, CPA Read More »

2021 Federal Tax Update: Summer Edition - Retirement Plans

Format
CPE CREDITS
3 Credits: Taxes

$87.00$107.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Update
Credits
CPE Credits
3 Credits: Taxes

Course Description

In this updated and revised course section of the Federal Tax Update, tax advisors will confidently be able to identify changes impacting planning considerations for:

 

  • Real Estate Taxation, Investments, Estates, Trusts, and Beneficiaries    
  • Changes and impacts to the legislation, rules, and regulations related to rental activities
  •  The taxability/excludable income of the related revenue

Also, you’ll learn to cite rules and requirements under:

  •  The like-kind exchange rules and 
  • Passive losses and understand the impact on taxpayers. 

Lastly, you’ll learn to identify and appropriately apply the rules and regulations related to:

  •  Real estate professionals and real estate transactions and 
  • Identify gift tax systems and their application to tax returns and the associated updates. 

Learning Objectives

After completing this section of Federal Tax Update, you will be able to:

  • Identify changes and impacts of recent legislation.
  • Cite the rules and requirements under the like-kind exchange rules.
  • Identify rules and regulations related to rental activities and the taxability or excludable of the related income.
  • Cite the rules and regulations related to passive losses and the impact on taxpayers.
  • Identify and appropriately apply the rules and regulations related to real estate professionals and real estate transactions.
  • Identify changes and updates in estate and gift tax systems and their application to tax returns.

Course Specifics

Course ID
8212760
Revision Date
July 16, 2021
Number of Pages
113
Prerequisites

General Understanding of Tax.

Advanced Preparation

None.

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01807-21-S
IRS Federal Tax Update Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1598
CTEC Federal Tax Update Credits: 3

Course Instructor

Vern Hoven, CPA, MT

Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, including the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education. Vern is the author of the best-selling Real Estate Investor’s Tax Guide and a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking …

Vern Hoven, CPA, MT Read More »

Sharon Kreider Headshot
Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …

Sharon Kreider, CPA Read More »

2021 Federal Tax Update: Summer Edition - Retirement Plans

Format
CPE CREDITS
3 Credits: Taxes

$87.00$107.00

Clear