CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

The 2022 Tax Season Brief

Icon_Webcast
Webcast
Icon_Level
Overview
Credits
CPE Credits
1 Credits: Taxes

Course Description

Larry Pon, CPA/PFS, CFP, EA, will provide an overview for the 2022 Tax Season, diving deep into K-2 and K-3 forms with a focus on who is required to complete them, what information needs to be reported, and what the best practices are going to be regarding issues by the IRS. Additionally, updates will be added regarding the transition relief on schedules K-2 and K-3.

Learning Objectives

Upon completion of this course, attendees will have an understanding of changes to the following:

  • What’s New?- A summary
  • Child tax credit
  • Schedule 8812
  • Expanded Dependent Care Assistance
  • Premium tax credit
  • Student loans
  • Forgiveness of PPP Loans
  • Schedule D
  • Schedule E
  • CCA 202151006
  • Chart of Accounts Suggestions
  • S-Corporation
  • Partnerships
  • Schedule K2-K3
  • What can be done to reduce 2021 taxes?
  • California FTB Form 3840
  • AB87/SB 113
  • SB114

Course Specifics

Course ID
WC1822278425
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01987-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1724
CTEC Federal Tax Law 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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

The 2022 Tax Season Brief

CPE CREDITS
1 Credits: Taxes

$59.50


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Overview
Credits
CPE Credits
1 Credits: Taxes

Course Description

Larry Pon, CPA/PFS, CFP, EA, will provide an overview for the 2022 Tax Season, diving deep into K-2 and K-3 forms with a focus on who is required to complete them, what information needs to be reported, and what the best practices are going to be regarding issues by the IRS. Additionally, updates will be added regarding the transition relief on schedules K-2 and K-3.

Learning Objectives

Upon completion of this course, attendees will have an understanding of changes to the following:

  • What’s New?- A summary
  • Child tax credit
  • Schedule 8812
  • Expanded Dependent Care Assistance
  • Premium tax credit
  • Student loans
  • Forgiveness of PPP Loans
  • Schedule D
  • Schedule E
  • CCA 202151006
  • Chart of Accounts Suggestions
  • S-Corporation
  • Partnerships
  • Schedule K2-K3
  • What can be done to reduce 2021 taxes?
  • California FTB Form 3840
  • AB87/SB 113
  • SB114

Course Specifics

Course ID
WC1822278425
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01987-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1724
CTEC Federal Tax Law 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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

The 2022 Tax Season Brief

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$59.50