Federal Tax Updates

2019 - 2020

2019-2020 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, in addition to 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 a high-tech presentation, which ensures learn tax changes quickly. During the business tax session, our instructor 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.

Our two-day seminar includes full-day focus sessions on individual taxes (day one) and business taxes (day two). 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 Instructor Location Details
FL Naples* 10/28/2019 - 10/29/2019 Mark Seid, EA, CPA, USTCP Details
NY Melville 11/07/2019 - 11/08/2019 Alice Orzechowski, CPA Details
WA Spokane 11/11/2019 - 11/12/2019 Alice Orzechowski, CPA Details
NM Albuquerque 11/14/2019 - 11/15/2019 Alice Orzechowski, CPA Details
UT Salt Lake City 11/14/2019 - 11/15/2019 Vern Hoven, CPA, MT &
Mark Seid, EA, CPA, USTCP
Details
CO Colorado Springs 11/18/2019 - 11/19/2019 David F. Jarmusz, CPA, JD, LLM Details
CO Denver 11/20/2019 - 11/21/2019 David F. Jarmusz, CPA, JD, LLM Details
FL Orlando* 11/24/2019 - 11/25/2019 Doug Stives, CPA Details
OH Columbus 12/02/2019 - 12/03/2019 David F. Jarmusz, CPA, JD, LLM Details
NV Las Vegas* 12/02/2019 - 12/03/2019 Doug Stives, CPA Details
FL Jacksonville 12/02/2019 - 12/03/2019 Alice Orzechowski, CPA Details
FL Tampa 12/04/2019 - 12/05/2019 Alice Orzechowski, CPA Details
WA Tacoma 12/09/2019 - 12/10/2019 Alice Orzechowski, CPA Details
NV Reno 12/09/2019 - 12/10/2019 David F. Jarmusz, CPA, JD, LLM Details
WA Lynnwood 12/11/2019 - 12/12/2019 Alice Orzechowski, CPA Details
AZ Tempe 12/12/2019 - 12/13/2019 David F. Jarmusz, CPA, JD, LLM Details
OR Eugene 12/16/2019 - 12/17/2019 David F. Jarmusz, CPA, JD, LLM Details
NY New York* 12/16/2019 - 12/17/2019 Alice Orzechowski, CPA Details
OR Portland 12/18/2019 - 12/19/2019 David F. Jarmusz, CPA, JD, LLM Details
WA Renton 12/19/2019 - 12/20/2019 Alice Orzechowski, CPA Details
FL West Palm Beach 01/06/2020 - 01/07/2020 Alice Orzechowski, CPA Details
FL Fort Lauderdale 01/08/2020 - 01/09/2020 Alice Orzechowski, CPA Details
OR Portland 01/13/2020 - 01/14/2020 Alice Orzechowski, CPA Details
OR Wilsonville 01/15/2020 - 01/16/2020 Alice Orzechowski, 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 8 credits which includes 2 Online Bonus CPE credits per day.

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

Federal Tax Update Manual

 

Tax Update Manual Included!

Receive a fully linked, dynamic, PDF copy of our 2019-2020 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.

  


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Review Course Details


Federal Individual Tax Update
Delivery LIVE
CPE Credits 16
Level Update
NASBA Category Taxes
Prerequisites To Be Announced

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 2019 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.


Course Specifics

NASBA Category: Taxes
Prerequisites: To Be Announced
Course ID: LE8198030
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: OMYXB IRS Course #: 0MYXB-U-01383-19-I IRS Federal Tax Update Credits: 16
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1322 CTEC Federal Tax Update Credits: 16
CFP Provider #: 3199 CFP Course #: 239267


Learning Objectives

To Be Announced

Federal Business Tax Update
Delivery LIVE
CPE Credits
Level Update
NASBA Category Taxes
Prerequisites To Be Announced

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 2019 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. Specific course topics will be announced and updated through year-end.


Course Specifics

NASBA Category: Taxes
Prerequisites: To Be Announced
Course ID: LE8198031
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: IRS Course #: IRS Federal Tax Update Credits:
CTEC Provider #: CTEC Course #: CTEC Federal Tax Update Credits:
CFP Provider #: 3199 CFP Course #: 239268


Learning Objectives

To Be Announced


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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