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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Textbook add on

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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.