1040 Review & Tax Update Live Seminar - Monrovia, CA 11/9/17
$ 239.00 $ 229.00
CPE Hours: 8 ( Federal:8 )
Publication Date: November 2017
Prerequisites: Overview of Federal Income Taxation or comparable knowledge. No advance preparation needed.
Delivery Method: Group-Live
Date: Thursday, November 9, 2017
Total CPE Hours - 8 hours live Federal Taxation
(The CPE counts as 3 hours Federal Tax Update and 5 hours of Federal Tax Subjects for CTEC Registered Preparers)
Learning Objectives: After attending the seminar, the student will be ready to prepare individual 2017 tax returns. The course will fine-tune the skills of practitioners who wish to provide their clients with superior preparation and planning services. A must course for serious Certified Public Accountants (CPAs), Enrolled Agents (EAs) and California Registered Tax Preparers (CRTPs).
What we will cover in our review & tax update seminar: 2017 promises to be an interesting and exciting year for tax professionals with the expected tax reform legislation. The seminar agenda will cover all of the new law changes you will need to master before tax season.
In addition to covering any tax changes (assuming we get any with all the Washington in-fighting), we are making our seminar extra interesting this year by including loads of special tax strategies and specials issues to hone your skills and make your tax season run smoother. The following is just a small sample of what we include in this year’s presentation…
- Crowd Funding & Taxes
- Non-taxable Alimony
- Taxable Value of Noncash Prizes
- Preserving Capital Loss Carryovers
- Home Title Change: A Completed Gift?
- Loss on the Sale of an Inherited Home
- Emotional Distress Damages
- Deducting Partner Expenses
- Reporting Hobby Income
- Uber/Lyft Driver Tax Treatment
- Renting to Relative
- Converting a Home to a Rental
- Airbnb & VRBO Short Term Rentals
- Self-certifying Late 60-day Rollovers
- IRAs and Unrelated Business Income
- HSAs As Retirement Vehicles
- Medical Dependents
- Below Market Loans
- Equitable Ownership
- When Charitable Appraisals Are Required
- Forcing Itemized Deductions For AMT
As with any normal year, there will court cases, revenue rulings, revenue procs, new regulations, Chief Counsel Rulings, and legislation changes, all of which we will monitor throughout the year and include in our November seminars.
1040 Review & Update Seminar: Our one-day 1040 Review & Update Seminar doesn't offer just a live presentation and flimsy seminar notes. Our comprehensive seminar combines one of the top-speaking teams in the nation, with the highly rated Big Book of Taxes. Each attendee will be provided with a condensed printed version of the Big Book of Taxes for easier classroom study, a digital version of the full text for their computers, and new for this year, a tablet version of the full text. Those desiring a full 900-plus page printed version of the Big Book of Taxes may order one for an additional $49 plus applicable shipping and sales tax.
Compare our price and offering to any seminar in the U.S. and you will be surprised!
ClientWhys is an approved provider for IRS, NASBA QAS, CTEC, CFP Board and the Oregon Tax Preparer Board providing continuing education for CPAs, EAs, IRS, CRTPs and CFPs.
Our A-Team speakers include Lee Reams, EA and Art Werner, JD. 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!
Do you need additional CPE? Here are some options:
Schedule: Classes are scheduled from 8:00 a.m. - 4:30 p.m., with a 1-hour lunch break.
Seminar Material: Seminar text, handouts, badges and other materials will be available to pick up at 7:30 a.m. You may wish to bring a writing instrument, highlighter and breakfast snack.
Meals: ClientWhys Seminars provides a complete lunch.
Refund Policy: Refunds will be granted only if requested at least ten days before the seminar begins; 10% of fee will be withheld from all refunds. We will be happy to transfer your registration to another location, space permitting, if you request the change at least ten days prior to the seminar date. There is a $15 transfer fee. Cancellations within 10 business days of the seminar date can only be credited to your account for a future seminar date. No exceptions. Sorry, no tape recording permitted. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 442-2477 Ext. 1. We reserve the right to change or alter locations and schedules.
For accreditation purposes the system cannot accommodate multiple registrations per order. Each student must enter their own registration with a unique email address.
Early order $229 registration expires August 31, 2017
$239 after August 31, 2017