Virtual Tax Season Updates: Nov. 9 - Nov. 11

18 CPE for AFSP, EA, CPA, CRTP, CFP®

Schedule

Monday, Nov. 9, 8:00 a.m. until 4:10 p.m. CT
Tuesday, Nov. 10, 8:00 a.m. until 4:20 p.m. CT
Wednesday, Nov. 11, 8:00 a.m. until 12:20 p.m. CT
Monday and Tuesday include a one hour break. Download printable agenda

Fees

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Registrations received less than 14 days prior to the event date will be charged a minimum additional $59, depending on membership level, on the standard rate.

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 received before the event date.

Summary

Find out the latest tax law changes, guidance and forms from the CARES Act, SECURE Act and other COVID-19 related legislation with real-life examples. 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. As a trusted partner for tax professionals, we will also include and interpret the most recent, up-to-the-minute legislative and IRS updates as they become available.

Objectives

• Analyze new tax laws and developments, and how they affect your clients, including provisions from the SECURE and CARES Acts
• Comprehend PPP loan forgiveness rules and guidelines
• Interpret the latest court decisions and IRS rulings
• Apply inflation-adjusted amounts to 2020 individual tax returns
• Identify retroactive, extended and expired tax provisions
• Recognize a change in method of accounting versus an error
• Summarize some of the accounting method changes small business taxpayers can make under the TCJA
• Learn to file Form 3115 to claim missed depreciation
  

Details

Instructors: Marie Young, EA / Les Marti, EA / Betty Stehman, CPA, CIA, CSA / Lawrence Zimbler, MST, EA / Randy Lawshé, EA, MBA / AJ Reynolds, EA
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.