Live Seminars

Federal Tax Update

2018-2019 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. Federal Tax Update seminars meet 8:00 a.m. - 4:00 p.m., with a lunch break from 11:30 a.m. - 12:30 p.m., unless otherwise noted.

State City Date Course Instructor Location Details
MT Bozeman 08/06/2018 Tax Reform Seminar - Bozeman - Day 1 Vern Hoven, CPA, MT Details
NV Las Vegas* 10/22/2018 Federal Tax Update - Las Vegas - Day 1 Karen Brosi, CFP, EA Details
AZ Scottsdale* 10/22/2018 Federal Tax Update - Scottsdale - Day 1 Doug Stives, CPA Details
AZ Scottsdale* 10/23/2018 Federal Tax Update - Scottsdale - Day 2 Doug Stives, CPA Details
NV Las Vegas* 10/23/2018 Federal Tax Update - Las Vegas - Day 2 Karen Brosi, CFP, EA Details
TX San Antonio 10/29/2018 Federal Tax Update - San Antonio - Day 1 To be announced Details
TX San Antonio 10/30/2018 Federal Tax Update - San Antonio - Day 2 To be announced Details
UT Salt Lake City 10/31/2018 Federal Tax Update - Salt Lake City - Day 1 To be announced Details
TX Houston 10/31/2018 Federal Tax Update - Houston - Day 1 To be announced Details
TX Houston 11/01/2018 Federal Tax Update - Houston - Day 2 To be announced Details
TX Grapevine 11/01/2018 Federal Tax Update - Dallas/Fort Worth - Day 1 To be announced Details
UT Salt Lake City 11/01/2018 Federal Tax Update - Salt Lake City - Day 2 To be announced Details
TX Grapevine 11/02/2018 Federal Tax Update - Dallas/Fort Worth - Day 2 To be announced Details
NY Melville 11/05/2018 Federal Tax Update - Long Island - Day 1 To be announced Details
NY Melville 11/06/2018 Federal Tax Update - Long Island - Day 2 To be announced Details
NM Albuquerque 11/08/2018 Federal Tax Update - Albuquerque - Day 1 To be announced Details
NM Albuquerque 11/09/2018 Federal Tax Update - Albuquerque - Day 2 To be announced Details
AZ Tucson* 11/12/2018 Federal Tax Update - Tucson - Day 1 Doug Stives, CPA Details
AZ Tucson* 11/13/2018 Federal Tax Update - Tucson - Day 2 Doug Stives, CPA Details
IL Schaumburg 11/15/2018 Federal Tax Update - Schaumburg - Day 1 To be announced Details
IL Schaumburg 11/16/2018 Federal Tax Update - Schaumburg - Day 2 To be announced Details
CO Colorado Springs 11/27/2018 Federal Tax Update - Colorado Springs - Day 1 To be announced Details
OR Eugene 11/27/2018 Federal Tax Update - Eugene - Day 1 To be announced Details
OR Eugene 11/28/2018 Federal Tax Update - Eugene - Day 2 To be announced Details
CO Colorado Springs 11/28/2018 Federal Tax Update - Colorado Springs - Day 2 To be announced Details
CO Lakewood 11/29/2018 Federal Tax Update - Denver - Day 1 To be announced Details
NV Reno 11/29/2018 Federal Tax Update - Reno - Day 1 To be announced Details
NV Reno 11/30/2018 Federal Tax Update - Reno - Day 2 To be announced Details
CO Lakewood 11/30/2018 Federal Tax Update - Denver - Day 2 To be announced Details
FL Jacksonville 12/03/2018 Federal Tax Update - Jacksonville - Day 1 To be announced Details
NV Las Vegas* 12/03/2018 Federal Tax Update - Las Vegas - Day 1 David F. Jarmusz, CPA, JD, LLM Details
NV Las Vegas* 12/04/2018 Federal Tax Update - Las Vegas - Day 2 David F. Jarmusz, CPA, JD, LLM Details
FL Jacksonville 12/04/2018 Federal Tax Update - Jacksonville - Day 2 To be announced Details
FL Tampa 12/05/2018 Federal Tax Update - Tampa - Day 1 To be announced Details
FL Tampa 12/06/2018 Federal Tax Update - Tampa - Day 2 To be announced Details
OH Columbus 12/06/2018 Federal Tax Update - Columbus - Day 1 To be announced Details
OH Columbus 12/07/2018 Federal Tax Update - Columbus - Day 2 To be announced Details
WA Tacoma 12/11/2018 Federal Tax Update - Tacoma - Day 1 To be announced Details
WA Tacoma 12/12/2018 Federal Tax Update - Tacoma - Day 2 To be announced Details
MO Kansas City 12/13/2018 Federal Tax Update - Overland Park - Day 1 To be announced Details
MO Kansas City 12/14/2018 Federal Tax Update - Overland Park - Day 2 To be announced Details
WA Lynnwood 12/17/2018 Federal Tax Update - Lynnwood - Day 1 To be announced Details
NY New York* 12/17/2018 Federal Tax Update - New York - Day 1 Sharon Kreider, CPA Details
WA Spokane 12/17/2018 Federal Tax Update - Spokane - Day 1 To be announced Details
WA Spokane 12/18/2018 Federal Tax Update - Spokane - Day 2 To be announced Details
NY New York* 12/18/2018 Federal Tax Update - New York - Day 2 Sharon Kreider, CPA Details
WA Lynnwood 12/18/2018 Federal Tax Update - Lynnwood - Day 2 To be announced Details
OR Portland 12/19/2018 Federal Tax Update - Portland - Day 1 To be announced Details
OR Portland 12/20/2018 Federal Tax Update - Portland - Day 2 To be announced Details
WA Renton 12/20/2018 Federal Tax Update - Seattle Bellevue Renton - Day 1 To be announced Details
WA Renton 12/21/2018 Federal Tax Update - Seattle Bellevue Renton - Day 2 To be announced Details
AZ Tempe 01/03/2019 Federal Tax Update - Tempe - Day 1 To be announced Details
AZ Tempe 01/04/2019 Federal Tax Update - Tempe - Day 2 To be announced Details
FL West Palm Beach 01/08/2019 Federal Tax Update - West Palm Beach - Day 1 To be announced Details
FL West Palm Beach 01/09/2019 Federal Tax Update - West Palm Beach - Day 2 To be announced Details
FL Fort Lauderdale 01/10/2019 Federal Tax Update - Fort Lauderdale - Day 1 To be announced Details
FL Fort Lauderdale 01/11/2019 Federal Tax Update - Fort Lauderdale - Day 2 To be announced Details
OR Portland 01/14/2019 Federal Tax Update - Portland - Day 1 To be announced Details
OR Portland 01/15/2019 Federal Tax Update - Portland - Day 2 To be announced Details
UT Provo 01/17/2019 Federal Tax Update - Provo - Day 1 To be announced Details
UT Provo 01/18/2019 Federal Tax Update - Provo - Day 2 To be announced Details
OR Tigard 01/22/2019 Federal Tax Update - Wilsonville Tigard - Day 1 To be announced Details
OR Tigard 01/23/2019 Federal Tax Update - Wilsonville Tigard - Day 2 To be announced 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 2018-2019 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 understand and implement individual tax reform changes and review IRS and Court actions affecting 2018 tax returns. 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 individual tax topics easily understandable.

 

Highlights include:

 

  • What are the 50 most important individual Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new individual tax planning ideas after tax reform!
  • Will each of your clients pay more, or less, taxes after tax reform?
  • Know how kiddie tax increases equal 10 times more tax in 2018. And most trust administrators have no idea!
  • Does your client know how the increase in standard deduction will impact their tax return?
  • When will the loss of personal exemptions increase your client’s taxes?
  • Will the family tax credit make up for the loss of the personal exemptions?
  • Will the limit on the SALT deduction mean fewer of your clients will itemize?
  • When will the changes to the mortgage interest deduction hurt homeowners?
  • What happens when homeowners refinance acquisition debt after Dec. 15, 2017?
  • What do homeowners do after the repeal of the home equity debt?
  • When is it still possible to deduct interest on borrowing from one’s home equity?
  • How will your clients avoid the loss of his or her unreimbursed employee business expenses (Form 2106)? Help your client prepare an action plan!
  • Who else loses with the loss of the 2% miscellaneous itemized deductions?
  • When will AMT affect your clients?
  • How does the change to tax-free exchanges affect your clients? Cost seg. studies are more important now! Learn why.
  • Are investors hurt by tax reform? Not with proper planning!
  • Are retirees hurt by tax reform? Probably.
  • Are real estate rentals helped by tax reform? Some are!
  • What do your divorcing clients, and divorce attorneys, do now that alimony isn’t deductible or taxable for 2019?
  • Learn the latest updates on ACA and “Repeal and Replace” developments!
  • How will the 20% capital gains tax +3.8% NII tax issues impact your clients?
  • What are the latest charity audit issues?
  • What are the credit rule changes?
  • Is FBAR and FATCA reporting still important?  You bet!
  • What are the latest tax issues for online rentals?
  • How does the IRS clarification on who is and isn’t a real estate professional impact your clients?
    • What are the latest estate and gift thresholds? Is estate planning still necessary?
    • Your materials include 5 comprehensive examples that compare a client’s 2017 tax to her or his 2018 taxes and six client letters on various parts of tax reform!

 

This course is CFP board accepted.


Course Specifics

NASBA Category: Taxes
Prerequisites: Experience preparing individual tax returns
Course ID: LE8188030
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: OMYXB IRS Course #: 0MYXB-U-01276-18-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1223 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:

  • Learn the various individual tax reform provisions.
  • Discuss notices and regulations from the IRS to implement tax reform.
  • Explain to your clients how tax reform impacts their tax bill.
  • Enumerate planning ideas for individual tax reform.
  • Accurately prepare returns for individual taxpayers considering tax reform.
  • Convey details of the Affordable Care Act (ACA) and current developments in “Repeal and Replace.”
  • Understand and apply the various IRA and Roth IRA rules 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 for clients with small estates.
  • 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 understand and implement tax reform changes and review IRS and Court actions affecting 2018 business tax returns. 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 business tax topics easily understandable.

 

Highlights include:

  • What are the 50 most important business Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new business tax planning ideas after tax reform!
  • Find answers to your client’s questions on the new 20% Qualified Business Income deduction.
  • Do you know who benefits, and who doesn’t benefit, from the 20% QBI deduction?
  • Understand how the three QBI deduction limitations work!
  • What is the best entity for your client to choose after the 20% QBI deduction?
  • Is the sole proprietorship the right choice for some clients?
  • Is an LLC better than an S corporation?
  • When is the S corporation the right choice when the QBI deduction is considered?
  • Will converting to a closely-held C corporation reduce taxes? Most likely not!
  • How does the §179 expensing deduction and 100% bonus depreciation change business purchases! Which is better?
  • When does a new roof qualify for expensing?
  • Our clients must separate entertainment expenses from business meals now! Why?
  • How did luxury car depreciation limits change. Great news for many!
  • How has the NOL deduction been limited?
  • Can business losses be too big to use? Tragically, yes!
  • Does the new family leave credit benefit individuals? Businesses? Yes, to both.
  • Did accounting methods change for my clients?
  • Learn the latest ACA “Repeal and Replace” developments and how these proposals impact large and small businesses.
  • Know the impact of marijuana taxation as states legalize its sale.
  • Identity scams hitting employers.
  • How will the IRS budget allocations to new law implementation affect your clients and you?
  • What are the top 10 most litigated tax issues? Is your client a target?
  • Know the impact of employee misclassification.
  • What is corporate reasonable compensation and what is new?
  • What are the tax issues 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: LE8188031
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: OMYXB IRS Course #: OMYXB-U-01277-18-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1224 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.
  • Be able to inform your clients on the impact of tax reform.
  • Enumerate planning ideas for business tax reform.
  • 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.
  • Compare 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.
  • Discuss C corporation cases and rulings.
  • Discuss S corporation cases and rulings.
  • Discuss partnership and LLC cases and rulings
  • Understand federal changes and new rulings for business 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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