Webcast
Update
CPE Credits
1 Credits: Taxes
Course Description
Vern Hoven and Sharon Kreider are joined for this post election roundtable by Karen Brosi to discuss the latest election news. Joe Biden has been declared as President-Elect, which means some significant changes are coming for you and your clients. Join them for a casual discussion as they break down President-Elect Biden’s possible tax plans and keep you informed on what you need to know as we head into 2021.
Learning Objectives
Upon completing this course, participants will be able to:
- Discuss what President-Elect Biden may want to see as large changes
- Discuss possible individual tax changes
- Discuss possible changes on itemized deductions for individuals
- Proposed changes to individual tax credits
- Proposed changes to payroll withholding on Social Security Tax
- Possible changes to retirement plans
- Karen Brosi’s take on real estate changes
- Any changes in the area of estate and trusts
- Discuss possible business tax changes
- Addresses if wealthy individuals are already prepping their finances for a Biden administration
- Discuss the possibility of high net worth audits increasing
Course Specifics
|
Course ID WC1820223799 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01635-20-O
IRS Federal Tax Update Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01635-20-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1532
CTEC Federal Tax Update Credits: 1
CTEC Course Number: 2071-CE-1532
CTEC Federal Tax Update Credits: 1
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
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 …
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 …
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 …
Post Election Roundtable
CPE CREDITS
1 Credits: Taxes
$0.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Update
CPE Credits
1 Credits: Taxes
Course Description
Vern Hoven and Sharon Kreider are joined for this post election roundtable by Karen Brosi to discuss the latest election news. Joe Biden has been declared as President-Elect, which means some significant changes are coming for you and your clients. Join them for a casual discussion as they break down President-Elect Biden’s possible tax plans and keep you informed on what you need to know as we head into 2021.
Learning Objectives
Upon completing this course, participants will be able to:
- Discuss what President-Elect Biden may want to see as large changes
- Discuss possible individual tax changes
- Discuss possible changes on itemized deductions for individuals
- Proposed changes to individual tax credits
- Proposed changes to payroll withholding on Social Security Tax
- Possible changes to retirement plans
- Karen Brosi’s take on real estate changes
- Any changes in the area of estate and trusts
- Discuss possible business tax changes
- Addresses if wealthy individuals are already prepping their finances for a Biden administration
- Discuss the possibility of high net worth audits increasing
Course Specifics
|
Course ID WC1820223799 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01635-20-O
IRS Federal Tax Update Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01635-20-O
IRS Federal Tax Update Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1532
CTEC Federal Tax Update Credits: 1
CTEC Course Number: 2071-CE-1532
CTEC Federal Tax Update Credits: 1
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
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 …
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 …
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 …
Post Election Roundtable
CPE CREDITS
1 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$0.00