Webcast: Federal Tax Update - Individual and Business Current Developments

395  |  Webcast  |  Update  |  Scheduled

Description

With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation.

Credits

Number of Credits Type of Credits
8.00 Taxes
6.75 CLE

Designed For

Tax accountants in public or private practice in need of a power-packed one-day Federal individual and business income tax update course.

Prerequisites

Background in individual and business income tax law

Highlights

This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick's Quick Reference Chart. Topics include but are not limited to:

  • Discuss the most recent individual and business income tax legislation passed to date
  • Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules
  • Review numerous business income tax provisions including but not limited to the 20 percent qualified business income (QBI) deduction; changes to NOLs, 461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses
  • Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8 percent net investment income tax)
  • Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)
  • Walk through the NEW final required minimum distribution (RMD) regulations
  • Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes

Objectives

Once participants have completed this session, they should be able to:

  • Understand the major Federal income tax laws impacting individuals, C and S corporations, partnerships, LLCs and LLPs
  • Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual and business income tax returns

Prices

Member (Early Bird)
$269.00
Non-Member (Early Bird)
$369.00
Member
$269.00
Non-Member
$369.00
Your Price: $369.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? join today.

$30.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Instructors

J. Patrick Garverick, CPA, MT, CFP

Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.

In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession's most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.

During his time in college Pat earned a letter as a member of the Ohio State Basketball squad. He remains a stanch supporter of the sports programs at his alma mater.

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