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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.


UPDATED: Indiana, Arkansas, Kentucky, West Virginia, Oklahoma, Iowa, and Montana,
Western CPE is also sponsoring Vern Hoven Tax Seminars in your states!

Dates and links to register are listed below.        


State City Date Instructor Location 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
FL Jacksonville 12/02/2019 - 12/03/2019 Alice Orzechowski, CPA Details
NV Las Vegas* 12/02/2019 - 12/03/2019 Doug Stives, CPA Details
FL Tampa 12/04/2019 - 12/05/2019 Alice Orzechowski, CPA Details
NV Reno 12/09/2019 - 12/10/2019 David F. Jarmusz, CPA, JD, LLM Details
WA Tacoma 12/09/2019 - 12/10/2019 Alice Orzechowski, CPA 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
NY New York* 12/16/2019 - 12/17/2019 Alice Orzechowski, CPA Details
OR Eugene 12/16/2019 - 12/17/2019 David F. Jarmusz, CPA, JD, LLM 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

We’re also proud to present dates for Vern Hoven Tax Seminars, sponsored by Western CPE

Vern Hoven Tax Seminars has been serving Financial professionals for over 30 years, all over the United States. Taught by practicing CPA, Vern Hoven, the seminars cover fast-breaking, new tax developments affecting individuals, estates, businesses, partnerships and corporations, and provides attendees with the most complete reference manual available. Vern’s high energy and real-life experiences bring complicated tax topics to life, offering cutting edge, tax-planning solutions.

Date Course Location Speakers
Mon Dec 09 2019 07:00:00 GMT-0700 (Mountain Standard Time) Dec 9-10, 2019 2019-2020 Federal Income Tax Update for Professionals Louisville, KY Vern Hoven Register
Thu Dec 12 2019 07:00:00 GMT-0700 (Mountain Standard Time) Dec 12-13, 2019 2019-2020 Federal Income Tax Update for Professionals Lexington, KY Vern Hoven Register
Mon Dec 16 2019 07:00:00 GMT-0700 (Mountain Standard Time) Dec 16-17, 2019 2019-2020 Federal Income Tax Update for Professionals Indianapolis, IN Vern Hoven Register
Thu Dec 19 2019 07:00:00 GMT-0700 (Mountain Standard Time) Dec 19-20, 2019 2019-2020 Federal Income Tax Update for Professionals Charleston, WV Vern Hoven Register
Mon Jan 06 2020 07:00:00 GMT-0700 (Mountain Standard Time) Jan 6-7, 2020 2019-2020 Federal Income Tax Update for Professionals Norman, OK Vern Hoven Register
Wed Jan 08 2020 07:00:00 GMT-0700 (Mountain Standard Time) Jan 8-9, 2020 2019-2020 Federal Income Tax Update for Professionals Tulsa, OK Vern Hoven Register
Mon Jan 13 2020 07:00:00 GMT-0700 (Mountain Standard Time) Jan 13-14, 2020 2019-2020 Federal Income Tax Update for Professionals Missoula, MT Vern Hoven Register
Tue Jan 21 2020 07:00:00 GMT-0700 (Mountain Standard Time) Jan 21-22, 2020 2019-2020 Federal Income Tax Update for Professionals Billings, MT Vern Hoven Register
Thu Jan 23 2020 07:00:00 GMT-0700 (Mountain Standard Time) Jan 23-24, 2020 2019-2020 Federal Income Tax Update for Professionals Bozeman, MT Vern Hoven Register
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 8995-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 #: 251584


Learning Objectives

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

  • Discuss individual tax reform developments .
  • Enumerate planning ideas for individual tax reform .
  • Convey details of the Affordable Care Act (ACA) and current developments in 'Repeal and Replace.'
  • Accurately prepare returns for individual taxpayers .
  • Understand and apply the various JRA and Roth JRA 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 2019 returns (these will be updated throughout the year)

Federal Business Tax Update
Delivery LIVE
CPE Credits 8
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 #: 0MYXB IRS Course #: 0MYXB-U-01443-19-I IRS Federal Tax Update Credits: 8
CTEC Provider #: CTEC Course #: CTEC Federal Tax Update Credits:
CFP Provider #: 3199 CFP Course #: 251583


Learning Objectives

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

•             Discuss business tax reform developments.

•             Enumerate planning ideas for business tax reform.

•             Convey details of the Affordable Care Act (ACA) 'employer mandate.'

•             Accurately prepare returns for business taxpayers.

•             Understand and apply the various rules and regulations on the QBI deduction.

•             Identify tax issues and apply regulations related to real estate as a qualified business for the QBI deduction.

•             Identify considerations for selection an entity after enactment of the QBI deduction.

•             Apply the many other business tax changes applicable for 2019 returns (these will be updated throughout the year)


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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