CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

Vern Hoven and Sharon Kreider are joined for this 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

Learning Objectives:

  • 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

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 »

Karen Brosi Headshot
Karen Brosi, CFP, EA

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 …

Karen Brosi, CFP, EA Read More »

Post Election Roundtable

CPE CREDITS
1 Credits: Taxes

$0.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

Vern Hoven and Sharon Kreider are joined for this 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

Learning Objectives:

  • 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

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 »

Karen Brosi Headshot
Karen Brosi, CFP, EA

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 …

Karen Brosi, CFP, EA Read More »

Post Election Roundtable

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$0.00