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Federal & California Tax Updates

2019 - 2020

Be Ready for the 2019-2020 Tax Season

Experience the industry’s most comprehensive, fully-integrated Federal & California Tax Update. 

Led by renowned tax experts, Sharon Kreider and Karen Brosi, our Seminars, Live Webcasts and Self-Study Federal & California Tax Update options provide the information you need with flexibility and value that will maximize your time and money.

Pick the Delivery Option That Works Best for You

 

Provide attendence verification at our live seminar and earn 16 CPE hours when you complete the course.


Shop Live Seminar Courses

Replicated live learning. See and hear the instructor and his teaching slides. Ask questions of an expert moderator and interact with your peers. No exam requirement. 


Shop Webcast Courses

Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.


Shop Self-Study Courses

 

 

Sharon and Karen are the best! I look forward to their annual tax update seminar each year. The class materials and lectures are essential for staying up to date each tax season.

Virginia T., CPA

 

Individual Tax Highlights


  • Updates on the latest individual tax reform developments
  • Planning ideas regarding individual tax reform
  • Updates on ACA and 'Repeal and Replace' developments
  • 20% capital gains tax +3.8% NII tax issues
  • Mortgage interest deductions cases and rulings
  • Charity audit issues including the RERI Holdings decision
  • Refundable and nonrefundable credit rule changes
  • Kiddie tax issues and proposed legislation news
  • FBAR and FATCA reporting
  • IRA issues including SECURE legislation news
  • Tax issues for online rentals
  • IRS clarification on who is and isn't a real estate professional
  • Estate and gift planning ideas updated
  • Trust tax updated including the Kaestner decision
  • A bipartisan IRS bill, Taxpayer First Act (HR3151)
  • 2019 Form 1040. Farewell to the “postcard”
  • Forms 8995 and 8985-A required for QBI deduction claims in 2019
  • Virtual Currency Transactions – IRS Soft Notice Letters 6173, 6174, 6174-A

Business Tax Highlights


Updates on the latest business tax reform developments
Planning ideas and examples implementing business tax reform
Changes to depreciation and update on technical corrections to QIP
Review of several 2019 clarifications to the QBI deduction including new 2019 Forms 8995 and 8995-A
Details on the aggregation election on the individual return and the RPE
Changes to the information required on the RPE’s return regarding QBI
Factors for classifying a real estate rental as a “business” for the QBI deduction
Updates on payroll tax issues including the new Form 1099-NEC
News on hot audit targets for S corporations and LLCs
Reminders on the streamlined audit provisions for partnerships and LLCs
Decision making on choice of entity after the QBI deduction
Review of the section 163(j) rules on interest deductions
Updates on ACA and its “employer mandate” including the Cadillac tax
Plus what the IRS is planning for 2019 business return examinations

California HIGHLIGHTS

  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2019-2020 Federal and California Tax Update Manual, when you purchase any Federal and California Tax Update course. This easy-to-use resource will support your success, not just in the course, but throughout the tax season.

 

Stay Current When Changes Happen

Stay Current When Changes Happen with our up-to-date insights and information to help you and your clients. Available FREE of charge.

 

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