The ultimate tax update and review conference just got better. We divided the presentation into two 8-hour days consisting of four 2-hour sessions (16 hours of live CPE for CPAs, EAs and tax professionals).
2022 Virtual Tax Planning Workshop - 8 Hours CPE
June 3, 2022 - December 31, 2022
Minimizing your clients tax liability is job 1. As more and more tax professionals start marketing tax planning subscriptions, mastering your tax-cutting skills is a must.
In this 8-hour workshop, we explore almost 200 different tax planning strategies, from foreign gifts, house flipping to child tax credits, we have you covered.
Check out our comprehensive table of contents for a full line up tax planning strategies.
All attendees will receive the stand-alone tax planning eBook text.
These live sessions will start in June, with Art Werner and Lee Reams Sr, guiding you through an array of strategies that you can apply to your client base. Tax professionals can identify current clients that might benefit, and circle back with additional opportunities (yes you will look like a hero to your clients).
2022 Virtual Tax Update Workshop - 8 Hours CPE
October 12, 2022 - January 25, 2023
The traditional Fall session will primarily focus on tax changes and updates to prepare you for 2022 1040 tax preparation. Also delivered in four 2-hours sessions, presented in November through December.
All attendees will receive the 1,300+ page Big Book of Taxes eBook, with keyword search and downloadable PDF.
After attending the conference, the student will be ready to prepare individual 2022 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).
The conference Includes:
2022 Virtual Tax Planning Workshop and 2022 Virtual Tax Update Workshop for a total of 16 hours of CPE. Each session will be broken down into four 2-hour lessons.
2022 Virtual Tax Planning Syllabus - A special 170+ page course syllabus for the 2022 Virtual Tax Planning Workshop in June.
Big Book of Taxes, our highly respected 1,300+ page seminar edition will be released in October for the 2022 Virtual Tax Update Workshop. This 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.
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.
Our A-Team author/speaker team includes Lee Reams, BSME, EA and Art Werner, J.D., M.S.
Lee Reams is the author of the seminar material and the Big Book of Taxes with over 40 years of experience in providing tax CPE and is co-host with Art Werner who is an adjunct professor of taxation at Philadelphia University.
CPE Hours: Federal Taxation = 16 CPE Credits
Note: 4 hours of the 2022 Virtual Tax Update Workshop will qualify for federal tax update.
- Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs
- Field of Study: Federal Taxation
- Publication Dates: June 2022 and October 2022
- Instructional Delivery Method: Group Internet-Based
- Level: Intermediate
- Prerequisites: None
- Advanced Preparation: Overview of Federal Income Taxation or comparable knowledge. No advance preparation needed.
Conference Schedule: Click on Step 1 of each workshop to register your time. After you register for each individual 2-hour workshop, you will receive a confirmation email. You will want to ensure that you scheduled ALL four 2-hour sessions for each of the 2022 Virtual Tax Planning Workshop and 2022 Virtual Tax Update Workshops. Please make sure you save the events on your calendar. In addition, you can add your mobile number when you register to receive a reminder text before each event.
We offer the workshops in both Pacific and Eastern times based on the scheduled times listed below.
2022 Virtual Tax Planning Workshop
Monday, Wednesday or Friday (Pacific Time)
Work Shop 1 - 8:00 AM - 10:15 AM PT
Work Shop 2 - 10:30 AM - 12:30 PM PT
Work Shop 3 - 1:00 PM - 2:50 PM PT
Work Shop 4 - 3:00 PM - 4:55 PM PT
Tuesday or Thursday (Eastern Time)
Work Shop 1 - 8:00 AM - 10:15 AM ET
Work Shop 2 - 10:30 AM - 12:30 PM ET
Work Shop 3 - 1:00 PM - 2:50 PM ET
Work Shop 4 - 3:00 PM - 4:55 PM ET
2022 Virtual Tax Update Workshop
Monday, Wednesday or Friday (Pacific Time)
Work Shop 1 - 8:00 AM - 9:40 AM PT
Work Shop 2 - 10:00 AM - 11:40 AM PT
Work Shop 3 - 1:00 PM - 2:40 PM PT
Work Shop 4 - 3:00 PM - 4:40 PM PT
Tuesday OR Thursday (Eastern Time)
Work Shop 1 - 8:00 AM - 9:40 AM ET
Work Shop 2 - 10:00 AM - 11:40 AM ET
Work Shop 3 - 1:00 PM - 2:40 PM ET
Work Shop 4 - 3:00 PM - 4:40 PM ET
Course Material: Before you begin your scheduled workshop, you will want to download the course material within your course learning path.
Refund Policy: Refunds will be granted only if requested at least ten days before the webinar 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 are permitted. For more information regarding administrative policies such as complaints and refunds, please contact our offices at 1-800-384-1101. We reserve the right to change or alter dates and schedules.
Certified Public Accountants: CountingWorks, Inc. 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 (aka CountingWorks, Inc). is an approved provider for IRS, NASBA QAS and CTEC, providing continuing education for CPAs, EAs, IRS, CRTPs.