2021 Tax Update and Review Virtual Conference - 16 Hours CPE

Regular price $ 249.00

As we plan for the 2021 Fall Update Seminar, preserving the health and safety of our customers, partners, and employees is our top priority, and there is still a great deal of uncertainty around whether it will be safe to return to a live seminar. We received rave reviews for the 2020 virtual seminar and were able to provide 16 hours of CPE rather than 8 hours by going virtual.   

For all these reasons, we have decided we will continue with a virtual presentation again this year. Plus, we expect some major tax legislation this year and will no doubt need the 16 hours to cover the review and the many anticipated tax law changes.

Learning Objectives: After attending the virtual conference, the student will be ready to prepare individual 2021 tax returns. The course will fine-tune the skills of practitioners who wish to provide their clients with superior preparation and planning services. This course is a must for serious Certified Public Accountants (CPAs), Enrolled Agents (EAs), IRS Tax Professionals, and California Registered Tax Preparers (CRTPs).

Includes:  

  • 16-hour CPE Tax Review and Update Webcast - Broken down into eight 2-hour sessions and presented multiple times during November 1, 2021, and thru to January 27, 2022. You can take each session when it is convenient for you in the comfort of your home or office. 
  • The highly respected 1,250+ page Big Book of Taxes 365, seminar edition.  
  • PDF file of the PowerPoints from all the sessions.
  • Q & A monitored by our team of tax subject experts with direct responses to those posting the questions.
  • We also maintain an online library of questions posted during the seminar, along with the answers that are available to all seminar attendees. 
  • Click here to view the Virtual Conference Agenda
  • Click Here for Our Commonly Asked Questions

Conference Schedule: The Schedule Restarts Every Monday and Wednesday between November 1, 2021, and January 27, 2022. We offer the webcast in both Pacific and Eastern time based on the scheduled times listed below. 

MONDAY (Pacific Time)
Lesson 1 - 8:00 AM - 9:40 AM PT - Filing Issues (Federal Tax Law, 2 hrs CPE)
Lesson 2 - 10:00 AM - 11:40 AM PT - Income Issues (Federal Tax Law, 2 hrs CPE)
Lunch Break
Lesson 3 - 1:00 PM - 2:40 PM PT - Business Issues Part 1 (Federal Tax Law, 2 hrs CPE)
Lesson 4 - 3:00 PM - 4:40 PM PT - Business Issues Part 2 (Federal Tax Update, 2 hrs CPE)

TUESDAY (Pacific Time)
Lesson 5 - 8:00 AM - 9:40 AM PT - Pension, IRA & Qualified (Federal Tax Update, 2 hrs CPE)
Lesson 6 - 10:00 AM - 11:40 AM PT - Education, Adjustments & Exclusions (Federal Tax Law, 2 hrs CPE)
Lunch Break
Lesson 7 - 1:00 PM - 2:40 PM PT - Itemized Deductions & Other Taxes (Federal Tax Law, 2 hrs CPE)
Lesson 8 - 3:00 PM - 4:40 PM PT – Tax Credits, Penalties & Misc. (Federal Tax Law, 2 hrs CPE)

WEDNESDAY (Eastern Time)
Lesson 1 - 8:00 AM - 9:40 AM ET - Filing Issues (Federal Tax Law, 2 hrs CPE)
Lesson 2 - 10:00 AM - 11:40 AM ET - Income Issues (Federal Tax Law, 2 hrs CPE)
Lunch Break
Lesson 3 - 1:00 PM - 2:40 PM ET - Business Issues Part 1 (Federal Tax Law, 2 hrs CPE)
Lesson 4 - 3:00 PM - 4:40 PM ET - Business Issues Part 2 (Federal Tax Update, 2 hrs CPE) 

THURSDAY (Eastern Time)
Lesson 5 - 8:00 AM - 9:40 AM ET - Pension, IRA & Qualified (Federal Tax Update, 2 hrs CPE)
Lesson 6 - 10:00 AM - 11:40 AM ET - Education, Adjustments & Exclusions (Federal Tax Law, 2 hrs CPE)
Lunch Break
Lesson 7 - 1:00 PM - 2:40 PM ET - Itemized Deductions & Other Taxes (Federal Tax Law, 2 hrs CPE)
Lesson 8 - 3:00 PM - 4:40 PM ET - Tax Credits, Penalties & Misc. (Federal Tax Law, 2 hrs CPE)

What we will cover: This 16-hour 8-part recorded webcast will cover everything you need to prepare for the 2022 tax season. Send questions to our instructor directly from the Learning Center.  

The webcast agenda will, of course, include all of the changes brought about from the myriad of recent tax legislation including the COVID Tax Relief Act, the Taxpayer Certainty and Disaster Tax Relief Act, President Biden’s American Rescue Plan, and other legislation that is sure to follow. As usual, other troublesome areas of tax preparation will be reviewed as well, so you will come away fully ready to tackle 2021 tax returns.   

As with any normal year, there will be court cases, revenue rulings, revenue procs, new regulations, Chief Counsel Rulings, and legislation changes, all of which we will cover through our webcasts. 

We have tackled all of the major issues head-on, as we have updated our Big Book of Taxes with all of the new law. The highly-rated PDF is available to all webcast attendees and includes over 1,000 pages of tax reform update and review. The Big Book of Taxes is a time-saving reference year-round.

Our A-Team author/speaker team includes Lee Reams, BSME, EA and Art Werner, J.D., M.S. We take special care to include the latest law and procedural changes, revenue rulings, form changes, and practical advisories in our seminar. We also develop a list of troublesome areas from which we receive frequent technical calls and include them in the presentation. Our unique seminar text includes integrated California provisions and differences and is so complete and well-organized that many practitioners use it as their primary tax season reference. The text also highlights tax strategies that will benefit your clients and make you a hero. Find out for yourself why our students scored our textbook 94 out of 100 in a recent survey. Please join us this coming Fall. You will not find another seminar that provides you with as much practical and useful information!

CPE Hours: Federal = 16 CPE Credits / Total = 16 CPE Credits

Publication Date: November 2021 
Level: Intermediate
Prerequisites: Overview of Federal Income Taxation or comparable knowledge. No advance preparation needed.
Delivery Method: Group Internet-Based

Total CPE Hours: 16 hours Federal Taxation
(The CPE counts as 4 hours Federal Tax Update and 12 hours of Federal Tax Subjects for IRS and CTEC Registered Preparers)

Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs

Field of Study: Federal Taxation

Publication Date: 11/2021

Instructional Delivery Method: Group Internet-Based

Level: Intermediate

Prerequisites: None 

Advanced Preparation: No Advanced Preparation Required

Author: Lee Reams, BSME, EA

Speaker: Art Werner, J.D., M.S

Webinar Material: A copy of the Big Book of Taxes 365 Seminar Edition and the PowerPoint Presentation PDFs are available for download within the course learning path. 

Refund Policy: Refunds will be granted only if requested at least ten days before the virtual conference begins; 10% of the fee will be withheld from all refunds. Cancellations within 10 business days of the conference date can only be credited to your account for a future seminar date. No exceptions. Sorry, no recordings permitted. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-384-1101. We reserve the right to change or alter locations and schedules.

Certified Public Accountants: ClientWhys is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

ClientWhys, Inc. is an approved provider for IRS, NASBA QAS, CTEC, and the Oregon Tax Preparer Board providing continuing education for CPAs, EAs, IRS, CRTPs.

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