Virtual Conference: Federal Tax Update Nov 19th-20th

  • Credits: 8 to 16
  • Format:Virtual Classroom
  • Field of Study: Taxes | Federal Tax Update
  • Author/ Speaker: Art Werner / Anthony Rocca

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Art Werner

Author / Speaker

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Anthony Rocca

Author / Speaker

Lecture Begins 8:00am to 4:00pm (PACIFIC TIME)
Virtual Classroom
Speaker(s):Art Werner / Anthony Rocca

This year due to COVID-19 Pandemic we bring you, Art Werner and Anthony Rocca, virtually to present you this year's Federal Tax Update Seminar.

  • 7:30 am Sign-in begins each day with the speakers beginning at 8:00 am.
  • 10:00 -10:10 am - Ten minute mid morning break
  • 12:00 - 1:00 pm - One hour lunch break (on your own)
  • 2:20 - 2:30 pm - Ten minute mid afternoon break
  • 4:00 pm - Lecture ends
  • 4:00 PM and after interactive Q & A with the Instructor(s)

DAY ONE

Individual Federal Tax Update Course Description
  • Prerequisites: Experience preparing individual tax returns.
  • NASBA Category: Taxes (Live Group Study)
  • Instructor: Art Werner / Anthony Rocca
  • Advanced Preparation: None
  • CPE Credits: 8
  • Level: Update
Course Description:

This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106,

1099 and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients.

Learning Objectives:

To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season, and be able to offer tax planning strategies to their clients.

Highlights:

  • Review of essential IRC Sections
  • Review of new legislation
  • New credits, deductions and tax relief
  • Alternative Minimum Tax issues
  • Individual retirement plan issues
  • Secure Act passed in late 2019
  • Required minimum distributions
  • Income and exclusions from cancellation of debt
  • Reporting foreclosures or repossessions of residences and other real estate

DAY TWO

Business Federal Tax Update Course Description
  • Prerequisites: Experience preparing tax returns.
  • NASBA Category: Taxes (Live Group Study)
  • Instructor: Art Werner / Anthony Rocca
  • Advanced Preparation: None
  • CPE Credits: 8
  • Level: Update
Course Description:

This course is essential for the tax practitioner who wants to update their knowledge of business income taxation. This course will provide a comprehensive review of business income tax complexities, including, updates of tax legislation and planning strategies to better assist your clients.

Learning Objectives:

To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.

Highlights:

  • Review of essential IRC Sections
  • Review of new legislation
  • Schedule C and Schedule F issues
  • Schedule E Issues
  • Partnership issues
  • Corporation issues
  • LLC issues
  • Qualified retirement plan issues
  • IRC 280
  • 199A Pass Through broken down
  • Business Affordable Care Act (“Obamacare”) issues

Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s:

NASBA
IRS
CTEC
CFP