Tax Updates

Up-to-Date Tax CPE for the 2017-2018 Tax Season

Let our industry-leading tax accounting experts guide you through the myriad of tax rulings and procedural changes with straightforward information and real-world application. Attend a Seminar held in a convenient location, or enjoy the flexibility of a Self-Study, Live Webcast, or OnDemand Webcast to earn your CPE credits. We’ve got the detailed insights you need to be successful this tax season.

Learn from Top Industry Experts

What will you do if your client...

  • Is taking a refundable tax credit?
  • Doesn't want to take a salary from her S corp?
  • Is renting property through an online service?
  • Hires their kids to work in their business?
  • Doesn't have enough money to pay tax?
  • Wants to claim that "new stuff on the R and D credit?
BEST TAX MANUAL AVAILABLE, Key Tax Legislation, and Latest ACA Requirements Coverage
“Great content that was well presented. Excellent take-home materials. Very worth the money and time.” – T. Whipple, CFP, EA

Topics Included in Our 2017-2018 Tax Update

  • 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).

Choose Your Tax Update

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*Discount is only applied to 2017-2018 Tax Update products at checkout with tax update coupon code WUEBF17. Offer cannot be redeemed for cash, applied to a previous purchase, or combined with any other discount. Western CPE reserves the right to change seminar locations, accommodations, instructors and course offerings. Tax Update registrants will be notified of any such changes should they occur.