There's a lot to know to be ready for the upcoming tax season. For instance, it's critical for tax preparers to understand how the SECURE Act impacted their clients’ retirement and estate plans, as well as the opportunities available for future years. There's also relief provided by the CARES Act that includes stimulus payment reconciliations, payroll credits and PPP loans.
Taught by a team of instructors using job aids and hands-on learning tools, this event provides detailed, in-depth information on the most recent legislation and IRS updates essential to prepare and guide tax professionals through a challenging tax season.
Please view the specific
event date registration page for exact start and end times. We have two schedule configurations to choose from to meet your needs. The following is an example of what will be covered each day. Event topics subject to change.
200 minutes (4 CPE) with 10 minute break
Q&A discussion with instructors and break
150 minutes (3 CPE) with 10 minute break
Retirement updates from the SECURE Act and CARES Act
Recent court cases regarding individual tax issues
Q&A discussion with instructors
100 minutes (2 CPE)
Paycheck Protection Program and other loan options
200 minutes (4 CPE) with 60 minute break after 100 minutes
50 minutes (1 CPE)
Changes to employee benefits plans
Recent court cases regarding business tax return issues
Real estate issues, including foreclosures
Breaking news and tax planning