Coming this October 21, 2020 - January 21, 2021
Due to the rapidly changing situation with the novel coronavirus (COVID-19), and after reviewing the guidance provided by government agencies and international organizations, ClientWhys TaxCPE has decided to make this year’s Tax Update & Review Seminar an online-only, virtual event.
ClientWhys seminars are a key event for the tax professional community, but preserving the health and safety of our customers, partners, and employees are our top priority.
By turning this annual in-person conference into a virtual experience, we will still be able to connect on important topics in the current climate.
Learning Objectives: After attending the virtual conference, the student will be ready to prepare individual 2020 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) IRS Tax Professionals and California Registered Tax Preparers (CRTPs).
- 16-hour CPE Tax Review and Update WebCast - Broken down by session
- Q & A monitored by our team of tax subject experts
- Big Book of Taxes PDF edition
- 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 October 21 and January 21, 2020. We offer the webcast in both Pacific and Eastern time based on the scheduled times listed below.
MONDAY (Pacific Time)
Lesson 1 - 8 AM - 9:40 AM PT - Filing Issues
Lesson 2 - 10 AM - 11:40 AM PT - Income Issues
Lesson 3 - 1:00 PM - 2:40 PM PT - Business Issues Part 1
Lesson 4 - 3 PM - 4:40 PM PT - Business Issues Part 2
TUESDAY (Pacific Time)
Lesson 5 - 8 AM - 9:40 AM PT - Pension, IRA & Qualified
Lesson 6 - 10 AM - 11:40 AM PT - Education, Adjustments & Exclusions
Lesson 7 - 1:00 PM - 2:40 PM PT - Itemized Deductions & Other Taxes
Lesson 8 - 3 PM - 4:40 PM PT – Tax Credits, Penalties & Misc.
WEDNESDAY (Eastern Time)
Lesson 1 - 8 AM - 9:40 AM ET - Filing Issues
Lesson 2 - 10AM - 11:40 AM ET - Income Issues
Lesson 3 - 1:00 PM - 2:40 PM ET - Business Issues Part 1
Lesson 4 - 3 PM - 4:40 PM ET - Business Issues Part 2
THURSDAY (Eastern Time)
Lesson 5 - 8 AM - 9:40 AM ET - Pension, IRA & Qualified
Lesson 6 - 10 AM - 11:40 AM ET - Education, Adjustments & Exclusions
Lesson 7 - 1:00 PM - 2:40 PM ET - Itemized Deductions & Other Taxes
Lesson 8 - 3 PM - 4:40 PM ET - Tax Credits, Penalties & Misc.
After you register, you will need to schedule your webcasts separately and select your session times. You will receive a reminder email for your scheduled times. Please make sure you save the event on your calendar. Each lesson will last about 2 hours.
What we will cover: This 16-part recorded webcast will cover everything you need to prepare for 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 CARES Act, the Family First Act, the Secure Act, forgiveness of Paycheck Protection loans, extenders, newly issued regulations, and issues of current importance. Including rentals and the 199A deduction, employee or independent contractor issues, Interest tracing, refinancing home mortgages, plus many other of issues of current importance plus California differences throughout.
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 speakers include 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 2020
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: 11/2020
Instructional Delivery Method: Group Internet-Based
Advanced Preparation: No Advanced Preparation Required
Speakers: Lee Reams Sr., BSME, EA and Arthur Werner, J.D., M.S.
Webinar Material: A copy of the PDF is available for download under the Additional References tab.
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 tape recording 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.
Do you need additional CPE? Here are some options: