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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

Early Bird pricing on Federal Tax Update! Two-day seminars – only $399! For a limited time only, save with coupon code: WEBF17. For one-day seminars - only $229! Save with coupon code: WEBE17.

Learn About Federal Tax Update Locations

State City Date Course Instructor Location Details
AZ Scottsdale* 10/26/2017 Federal Tax Update - Scottsdale - Day 1 Daniel T. Moore, CPA Details
AZ Scottsdale* 10/27/2017 Federal Tax Update - Scottsdale - Day 2 Daniel T. Moore, CPA Details
NV Las Vegas* 10/27/2017 Federal Tax Update - Las Vegas - Day 1 Karen Brosi, CFP, EA Details
NV Las Vegas* 10/28/2017 Federal Tax Update - Las Vegas - Day 2 Karen Brosi, CFP, EA Details
TX Dallas 10/30/2017 Federal Tax Update - Dallas - Day 1 Vern Hoven, CPA, MT &
Mark Mirsky, CPA, CGMA, MST
Details
TX Dallas 10/31/2017 Federal Tax Update - Dallas - Day 2 David F. Jarmusz, CPA, JD, LLM Details
TX Houston 10/31/2017 Federal Tax Update - Houston - Day 1 Vern Hoven, CPA, MT &
Mark Mirsky, CPA, CGMA, MST
Details
TX Houston 11/01/2017 Federal Tax Update - Houston - Day 2 David F. Jarmusz, CPA, JD, LLM Details
TX San Antonio 11/01/2017 Federal Tax Update - San Antonio - Day 1 Vern Hoven, CPA, MT &
Mark Mirsky, CPA, CGMA, MST
Details
TX San Antonio 11/02/2017 Federal Tax Update - San Antonio - Day 2 David F. Jarmusz, CPA, JD, LLM Details
AZ Tucson 11/07/2017 Federal Tax Update - Tucson - Day 1 David F. Jarmusz, CPA, JD, LLM Details
AZ Tucson 11/08/2017 Federal Tax Update - Tucson - Day 2 David F. Jarmusz, CPA, JD, LLM Details
AZ Tempe 11/09/2017 Federal Tax Update - Tempe - Day 1 David F. Jarmusz, CPA, JD, LLM Details
AZ Tempe 11/10/2017 Federal Tax Update - Tempe - Day 2 David F. Jarmusz, CPA, JD, LLM Details
NM Albuquerque 11/13/2017 Federal Tax Update - Albuquerque - Day 1 Alice Orzechowski, CPA Details
NM Albuquerque 11/14/2017 Federal Tax Update - Albuquerque - Day 2 Alice Orzechowski, CPA Details
UT Salt Lake City 11/15/2017 Federal Tax Update - Salt Lake City - Day 1 Vern Hoven, CPA, MT &
Daniel T. Moore, CPA
Details
UT Salt Lake City 11/16/2017 Federal Tax Update - Salt Lake City - Day 2 Alice Orzechowski, CPA Details
FL Orlando* 11/19/2017 Federal Tax Update - Universal Orlando - Day 1 Doug Stives, CPA Details
FL Orlando* 11/20/2017 Federal Tax Update - Universal Orlando - Day 2 Doug Stives, CPA Details
NV Las Vegas* 11/27/2017 Federal Tax Update - Las Vegas - Day 1 Daniel T. Moore, CPA Details
UT Provo 11/27/2017 Federal Tax Update - Provo - Day 1 Doug Stives, CPA Details
UT Provo 11/28/2017 Federal Tax Update - Provo - Day 2 Doug Stives, CPA Details
NV Las Vegas* 11/28/2017 Federal Tax Update - Las Vegas - Day 2 Daniel T. Moore, CPA Details
CO Colorado Springs 11/28/2017 Federal Tax Update - Colorado Springs - Day 1 Mark Mirsky, CPA, CGMA, MST Details
OR Eugene 11/28/2017 Federal Tax Update - Eugene - Day 1 David F. Jarmusz, CPA, JD, LLM Details
NY Ronkonkoma 11/28/2017 Federal Tax Update - Long Island - Day 1 William Murphy, CPA, ABV, CFF, CVA Details
NY Ronkonkoma 11/29/2017 Federal Tax Update - Long Island - Day 2 William Murphy, CPA, ABV, CFF, CVA Details
OR Eugene 11/29/2017 Federal Tax Update - Eugene - Day 2 David F. Jarmusz, CPA, JD, LLM Details
CO Colorado Springs 11/29/2017 Federal Tax Update - Colorado Springs - Day 2 Mark Mirsky, CPA, CGMA, MST Details
NV Reno 11/29/2017 Federal Tax Update - Reno - Day 1 Daniel T. Moore, CPA Details
NV Reno 11/30/2017 Federal Tax Update - Reno - Day 2 Daniel T. Moore, CPA Details
WA Spokane 11/30/2017 Federal Tax Update - Spokane - Day 1 David F. Jarmusz, CPA, JD, LLM Details
CO Denver 11/30/2017 Federal Tax Update - Denver - Day 1 Mark Mirsky, CPA, CGMA, MST Details
CO Denver 12/01/2017 Federal Tax Update - Denver - Day 2 Mark Mirsky, CPA, CGMA, MST Details
WA Spokane 12/01/2017 Federal Tax Update - Spokane - Day 2 David F. Jarmusz, CPA, JD, LLM Details
FL Jacksonville 12/04/2017 Federal Tax Update - Jacksonville - Day 1 Alice Orzechowski, CPA Details
KS Overland Park 12/04/2017 Federal Tax Update - Overland Park - Day 1 William Murphy, CPA, ABV, CFF, CVA Details
KS Overland Park 12/05/2017 Federal Tax Update - Overland Park - Day 2 William Murphy, CPA, ABV, CFF, CVA Details
FL Jacksonville 12/05/2017 Federal Tax Update - Jacksonville - Day 2 Alice Orzechowski, CPA Details
IL Schaumburg 12/05/2017 Federal Tax Update - Schaumburg - Day 1 David F. Jarmusz, CPA, JD, LLM Details
IL Schaumburg 12/06/2017 Federal Tax Update - Schaumburg - Day 2 David F. Jarmusz, CPA, JD, LLM Details
FL Tampa 12/06/2017 Federal Tax Update - Tampa - Day 1 Alice Orzechowski, CPA Details
FL Tampa 12/07/2017 Federal Tax Update - Tampa - Day 2 Alice Orzechowski, CPA Details
FL Estero 12/07/2017 Federal Tax Update - Fort Myers - Day 1 Steven G. Siegel, JD, LLM Details
OH Worthington 12/07/2017 Federal Tax Update - Columbus - Day 1 David F. Jarmusz, CPA, JD, LLM Details
OH Worthington 12/08/2017 Federal Tax Update - Columbus - Day 2 David F. Jarmusz, CPA, JD, LLM Details
FL Estero 12/08/2017 Federal Tax Update - Fort Myers - Day 2 Alice Orzechowski, CPA Details
FL West Palm Beach 12/11/2017 Federal Tax Update - West Palm Beach - Day 1 Alice Orzechowski, CPA Details
FL West Palm Beach 12/12/2017 Federal Tax Update - West Palm Beach - Day 2 Alice Orzechowski, CPA Details
FL Fort Lauderdale 12/13/2017 Federal Tax Update - Fort Lauderdale - Day 1 Alice Orzechowski, CPA Details
FL Fort Lauderdale 12/14/2017 Federal Tax Update - Fort Lauderdale - Day 2 Alice Orzechowski, CPA Details
WA Seattle 12/18/2017 Federal Tax Update - Seattle - Day 1 Alice Orzechowski, CPA Details
WA Seattle 12/19/2017 Federal Tax Update - Seattle - Day 2 Alice Orzechowski, CPA Details
WA Tacoma 12/19/2017 Federal Tax Update - Tacoma - Day 1 Daniel T. Moore, CPA Details
WA Tacoma 12/20/2017 Federal Tax Update - Tacoma - Day 2 Daniel T. Moore, CPA Details
OR Portland 12/20/2017 Federal Tax Update - Portland - Day 1 Alice Orzechowski, CPA Details
OR Portland 12/21/2017 Federal Tax Update - Portland - Day 2 Alice Orzechowski, CPA Details
WA Lynnwood 12/21/2017 Federal Tax Update - Lynnwood - Day 1 Daniel T. Moore, CPA Details
WA Lynnwood 12/22/2017 Federal Tax Update - Lynnwood - Day 2 Mark Mirsky, CPA, CGMA, MST Details
OR Portland 01/03/2018 Federal Tax Update - Portland - Day 1 Mark Mirsky, CPA, CGMA, MST Details
OR Portland 01/04/2018 Federal Tax Update - Portland - Day 2 Mark Mirsky, CPA, CGMA, MST Details
OR Wilsonville 01/15/2018 Federal Tax Update - Wilsonville - Day 1 Mark Mirsky, CPA, CGMA, MST Details
OR Wilsonville 01/16/2018 Federal Tax Update - Wilsonville - Day 2 Daniel T. Moore, CPA Details
WA Bellevue 01/16/2018 Federal Tax Update - Bellevue - Day 1 Mark Mirsky, CPA, CGMA, MST Details
WA Bellevue 01/17/2018 Federal Tax Update - Bellevue - Day 2 Daniel T. Moore, CPA Details
Federal Tax Update seminars meet 8:00 a.m. - 4:00 p.m., unless otherwise noted.

*These classes meet from 7:30 a.m.–1:00 p.m., offer 6 credits, and 2 Online Bonus CPE credits per day.

  

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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


Federal Individual Tax Update
Delivery LIVE
CPE Credits 8
Level Update
NASBA Category Taxes
Prerequisites Experience preparing individual tax returns

Course Description

Combining the real-life experience of a practicing CPA 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, tax court decisions, 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.

 

Highlights include:

 

  • Updates on the latest individual tax reform proposals
  • Updates on ACA and “Repeal and Replace” developments
  • 20% capital gains tax +3.8% NII tax
  • Mortgage interest deductions cases and rulings
  • Charity audit issues
  • Credit rule changes
  • FBAR and FATCA reporting
  • IRA adjustments
  • Tax issues for online rentals
  • IRS clarification on who is and isn’t a real estate professional
  • Estate and gift thresholds updated

This course is CFP board accepted.


Course Specifics

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


Compliance Information

NASBA: 103220 IRS Provider #: OMYXB IRS Course #: 0MYXB-U-01125-17-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1078 CTEC Federal Tax Update Credits: 8
CFP Provider #: 3199 CFP Course #: 239267


Learning Objectives

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

  • Discuss individual tax reform developments.
  • Highlight planning ideas when considering individual tax reform developments.
  • Accurately prepare 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.
  • Apply the many other individual tax changes applicable for 2018 returns (these will be updated throughout the year).

 

Federal Business Tax Update
Delivery LIVE
CPE Credits 8
Level Update
NASBA Category Taxes
Prerequisites Experience preparing business and/or corporate tax returns

Course Description

Combining the real-life experience of a practicing CPA 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, tax court decisions, 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.

 

Highlights include:

  • Updates on the latest business tax reform proposals
  • Corporate and pass-through entity updates
  • Cures Act implementation
  • Legal marijuana taxation
  • Identity scams hitting employers
  • IRS budget cut and its effects
  • Top 10 most litigated tax issues
  • Employee misclassification issues
  • S corporation basis tracking
  • Corporate reasonable compensation
  • ACA and “Repeal and Replace” developments in large and small businesses
  • Taxes for the “sharing economy”

 This course is CFP board accepted.


Course Specifics

NASBA Category: Taxes
Prerequisites: Experience preparing business and/or corporate tax returns
Course ID: LE8178023
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: OMYXB IRS Course #: 0MYXB-U-01126-17-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1079 CTEC Federal Tax Update Credits: 8
CFP Provider #: 3199 CFP Course #: 239268


Learning Objectives

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

  • Discuss business tax reform developments.
  • Highlight planning ideas when considering business tax reform developments.
  • Accurately prepare returns for business taxpayers.
  • Convey details of the Affordable Care Act (ACA) and current developments in “Repeal and Replace.”
  • 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.
  • Review C corporation cases and rulings.
  • Review S corporation cases and rulings.
  • Understand federal changes and new rulings for individual tax returns.
  • Provide tax services for clients based on IRS practice and procedure provisions.
  • Describe new developments in IRS policies and procedures.
 

 


Vern Hoven

Meet Our Expert

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 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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