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Federal Tax Update

2017-2018 Federal Tax Update

Live Seminar CPE

Learn from our nationally recognized instructors as they deliver an engaging, often humorous, overview of the critical changes and updates you need to know. Experience an interactive review of federal tax changes and new rulings, as well as specific information on new or revised tax forms.

The individual tax session will take an in-depth look at real estate and passive losses, IRAs and pensions, and gift and estate issues. Tax expert Vern Hoven’s dynamic teaching is complemented with high tech presentation that ensure you will learn tax changes quickly. During the business tax session, Vern will guide you through everything you need to know this year for business, corporate, government and nonprofit taxes. Presentations also cover recommendations on ways to advise your clients in light of recent changes, and how to file accurately on their behalf.

Spend Two Days – Or One
Our two-day seminar includes full-day focus sessions on individual taxes (day one) and business taxes (day two). Choose to attend one or both days when you register. 

 

NOW AVAILABLE

Ultra-Early Bird pricing on Federal Tax Update two-day seminars – Only $379! For a limited time only, save with coupon code: WUEBF17.

Learn About Federal Tax Update Locations

State City Dates Course Instructor Location Details
AZ Scottsdale 10/26/2017 - 10/27/2017 Individual & Business Federal Tax Update - Scottsdale Daniel T. Moore, CPA Details
NV Las Vegas 10/27/2017 - 10/28/2017 Individual & Business Federal Tax Update - Las Vegas Karen Brosi, CFP, EA Details
TX Dallas 10/30/2017 - 10/31/2017 Individual & Business Federal Tax Update - Dallas Vern Hoven & Mark Mirsky Details
TX Houston 10/31/2017 - 11/1/2017 Individual & Business Federal Tax Update - Houston Vern Hoven & Mark Mirsky Details
TX San Antonio 11/1/2017 - 11/2/2017 Individual & Business Federal Tax Update - San Antonio Vern Hoven & Mark Mirsky Details
AZ Tucson 11/7/2017 - 11/8/2017 Individual & Business Federal Tax Update - Tucson David F. Jarmusz, CPA, JD, LLM Details
AZ Tempe 11/9/2017 - 11/10/2017 Individual & Business Federal Tax Update - Tempe David F. Jarmusz, CPA, JD, LLM Details
NM Albuquerque 11/13/2017 - 11/14/2017 Individual & Business Federal Tax Update - Albuquerque Alice Orzechowski, CPA Details
UT Salt Lake City 11/15/2017 - 11/16/2017 Individual & Business Federal Tax Update - Salt Lake City Vern Hoven & Daniel Moore Details
FL Orlando 11/19/2017 - 11/20/2017 Individual & Business Federal Tax Update - Universal Orlando Doug Stives, CPA Details
NV Las Vegas 11/27/2017 - 11/28/2017 Individual & Business Federal Tax Update - Las Vegas Daniel T. Moore, CPA Details
UT Provo 11/27/2017 - 11/28/2017 Individual & Business Federal Tax Update - Provo Doug Stives, CPA Details
CO Colorado Springs 11/28/2017 - 11/29/2017 Individual & Business Federal Tax Update - Colorado Springs Mark Mirsky, CPA, CGMA, MST Details
OR Eugene 11/28/2017 - 11/29/2017 Individual & Business Federal Tax Update - Eugene David F. Jarmusz, CPA, JD, LLM Details
NY Ronkonkoma 11/28/2017 - 11/29/2017 Individual & Business Federal Tax Update - Long Island William Murphy, CPA, ABV, CFF, CVA Details
NV Reno 11/29/2017 - 11/30/2017 Individual & Business Federal Tax Update - Reno Daniel T. Moore, CPA Details
WA Spokane 11/30/2017 - 12/1/2017 Individual & Business Federal Tax Update - Spokane David F. Jarmusz, CPA, JD, LLM Details
CO Denver 11/30/2017 - 12/1/2017 Individual & Business Federal Tax Update - Denver Mark Mirsky, CPA, CGMA, MST Details
FL Jacksonville 12/4/2017 - 12/5/2017 Individual & Business Federal Tax Update - Jacksonville Alice Orzechowski, CPA Details
KS Overland Park 12/4/2017 - 12/5/2017 Individual & Business Federal Tax Update - Overland Park William Murphy, CPA, ABV, CFF, CVA Details
IL Schaumburg 12/5/2017 - 12/6/2017 Individual & Business Federal Tax Update - Schaumburg David F. Jarmusz, CPA, JD, LLM Details
FL Tampa 12/6/2017 - 12/7/2017 Individual & Business Federal Tax Update - Tampa Alice Orzechowski, CPA Details
FL Estero 12/7/2017 - 12/8/2017 Individual & Business Federal Tax Update - Fort Myers Steven G. Siegel, JD, LLM Details
OH Worthington 12/7/2017 - 12/8/2017 Individual & Business Federal Tax Update - Columbus David F. Jarmusz, CPA, JD, LLM Details
FL West Palm Beach 12/11/2017 - 12/12/2017 Individual & Business Federal Tax Update - West Palm Beach Alice Orzechowski, CPA Details
FL Fort Lauderdale 12/13/2017 - 12/14/2017 Individual & Business Federal Tax Update - Fort Lauderdale Alice Orzechowski, CPA Details
WA Seattle 12/18/2017 - 12/19/2017 Individual & Business Federal Tax Update - Seattle Alice Orzechowski, CPA Details
WA Tacoma 12/19/2017 - 12/20/2017 Individual & Business Federal Tax Update - Tacoma Daniel T. Moore, CPA Details
OR Portland 12/20/2017 - 12/21/2017 Individual & Business Federal Tax Update - Portland Alice Orzechowski, CPA Details
WA Lynnwood 12/21/2017 - 12/22/2017 Individual & Business Federal Tax Update - Lynnwood Daniel T. Moore, CPA Details
OR Portland 1/3/2018 - 1/4/2018 Individual & Business Federal Tax Update - Portland Mark Mirsky, CPA, CGMA, MST Details
OR Wilsonville 1/15/2018 - 1/16/2018 Individual & Business Federal Tax Update - Wilsonville Vern Hoven & Mark Mirsky Details
WA Bellevue 1/16/2018 - 1/17/2018 Individual & Business Federal Tax Update - Bellevue Vern Hoven & Mark Mirsky Details

 

 

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Federal Tax Update Manual

 

Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2017-2018 Federal Tax Update Manual, when you purchase any Federal Tax Update course.

This easy-to-use resource will support your success, not just in the course, but throughout the tax season.

 

 

 

Review Course Details

 

2017-2018 Individual Tax Update
DeliveryLive Event
CPE Credits 8
LevelUpdate
NASBA Category Taxes
PrerequisitesExperience preparing business and/or corporate tax returns

Course Description

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax experts, Vern Hoven and Sharon Kreider. The digital PDF manual is hyperlinked to the Internal Revenue Code and other primary authorities, making it extremely convenient. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.


Course Specifics

NASBA Category: Taxes
Prerequisites: Experience preparing individual tax returns
Course ID: LE8178022
Advanced Preparation: None


Compliance Information

NASBA: 103220
IRSIRS Provider #: OMYXB IRS Course ID: 0MYXB-U-01225-17-I
California Specific InformationCTEC Provider #: 2071 CTEC Course ID: 2071-CE-1078
IRS Federal Tax Update Credits: 8
CTEC Federal Tax Update Credits: 8
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Accurately file returns for individual taxpayers.
  • Understand and apply the various IRA and Roth IRA rules in order to properly utilize these vehicles for retirement and tax planning.
  • Identify tax issues and apply regulations related to real estate and investment property.
  • Identify top estate planning ideas and cutting-edge planning techniques such as family limited partnerships, wealth and succession planning, grantor trusts, and installment sale planning.
  • Convey details of the Affordable Care Act (ACA).
  • Apply the many other individual tax changes applicable for 2017 returns (these will be updated throughout the year).
2017-2018 Business Tax Update
DeliveryLive Event
CPE Credits 8
LevelUpdate
NASBA Category Taxes
PrerequisitesExperience preparing business and/or corporate tax returns

Course Description

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax experts, Vern Hoven and Sharon Kreider. The digital PDF manual is hyperlinked to the Internal Revenue Code and other primary authorities, making it extremely convenient. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.


Course Specifics

NASBA Category: Taxes
Prerequisites: Experience preparing individual tax returns
Course ID: LE8178023
Advanced Preparation: None


Compliance Information

NASBA: 103220
IRSIRS Provider #: OMYXB IRS Course ID: 0MYXB-U-01226-17-I
California Specific InformationCTEC Provider #: 2071 CTEC Course ID: 2071-CE-1079
IRS Federal Tax Update Credits: 8
CTEC Federal Tax Update Credits: 8
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

 

  • Convey details of the Affordable Care Act (ACA).
  • Recognize opportunities to use business credits.
  • Summarize the different types of business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
  • Compare and contrast qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans, identifying the rules on loans to participants and hardship distribution rules to ensure compliance with tax regulations.
  • Discuss income subject to self-employment tax and withholding from wages, and assess the impact of various withholding and wages issues.
  • Determine the difference between an independent contractor and an employee and examine subsequent reporting requirements.
  • Prepare federal tax returns for C corporations.
  • Prepare federal tax returns for S corporations.
  • Understand federal changes and new rulings.
  • Provide tax services for clients based on IRS practice and procedure provisions.
  • Describe new developments in IRS policies and procedures.
  • Identify the requirements of filing an offer in compromise (OIC).
  • Accurately file returns for individual taxpayers.
  • Understand and apply the various IRA and Roth IRA rules in order to properly utilize these vehicles for retirement and tax planning.
  • Identify tax issues and apply regulations related to real estate and investment property.
  • Identify top estate planning ideas and cutting-edge planning techniques such as family limited partnerships, wealth and succession planning, grantor trusts, and installment sale planning.
  • Apply the many other individual tax changes applicable for 2017 returns (these will be updated throughout the year).

 

 

 

 

Vern Hoven

Meet Our Expert

Vern Hoven, CPA, MTA, 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 also produces self-study and webcasts courses. Vern consistently receives outstanding evaluations and has won numerous teaching awards.

Vern is the author of the best-selling Real Estate Investor’s Tax Guide and a favorite interviewee on radio, television, and in newspapers. Vern practiced in the public, governmental, and corporate accounting fields before starting his own public accounting practice in 1973, a firm that grew to one of the largest in western Montana. In 1985, he started his present tax consulting practice. CPA Magazine recognized Vern as one of the top 50 IRS representation practitioners in 2008.


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