Virtual Tax Season Updates: Nov. 2 - Nov. 4, 2021

16 CPE for AFSP, EA, CPA, CRTP, CFP®

Schedule

Tuesday, Nov. 2, 9:00 a.m. until 4:00 p.m. CT
Wednesday, Nov. 3, 9:00 a.m. until 4:00 p.m. CT
Thursday, Nov. 4, 9:00 a.m. until 1:00 p.m. CT
Tuesday and Wednesday include a one-hour break.

Fees

Registrations received less than seven days prior to the event date will be charged a minimum additional $40, depending on membership level, on the standard rate. Book orders received within two weeks of the event cannot be guaranteed to be received before the event date.

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Textbook add on

Prefer not to print the handouts? During registration, select the rate with book and we'll ship it to you! The price with the book above does not include shipping or tax. Premium level members receive free shipping. Books will only be shipped inside the continental United States. We cannot ship to P.O. box addresses. Orders received within two weeks of the event cannot be guaranteed to be received before the event date.

Summary

Find out the latest tax law changes, guidance and forms from the Consolidated Appropriations Act, 2021, American Rescue Plan and other COVID-19 related legislation with real-life examples. Taught by a team of instructors using real-world experience and effective instruction methods, 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. Updates include individual, business and payroll topics. As a trusted resource for tax professionals, we will also include and interpret the most recent, up-to-the-minute legislative and IRS updates as they become available.

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Objectives

• Analyze new tax laws and developments for individuals, and how they affect your clients, including provisions from the Consolidated Appropriations Act, 2021 and the American Rescue Plan
• Analyze new tax laws and developments for businesses
• Determine the tax treatment of different sources of income
• Analyze the change in tax rules for certain credits and deductions, including the expanded child tax credit
• Review nexus update including latest developments in state income taxes
• Interpret the latest court decisions and IRS rulings
• Apply inflation-adjusted amounts to 2021 individual tax returns
• Identify extended and expired tax provisions
  

Details

Instructors: Kelly C Lent-Paul, EA, CFP® and Betty Stehman, CPA, CIA
Level: Update
Prerequisites: Knowledge and experience with individual and business income tax
Advanced Preparation: None
Delivery Method: Group Internet Based

Earn CPE

To earn CPE, you must provide us with at least 70% of the polling words that are communicated by the instructor throughout the course and you must be logged in for at least 90% of the presentation. Additional instructions for reporting of the polling words will be provided during the event.

Cancellation policy

All refund requests are subject to a $50 processing fee. No refunds will be issued within 7 days of the event. No-shows will not be granted refunds. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

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