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 now able to provide 20 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 20 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).
- 20-hour CPE Tax Review and Update Webcast - Broken down into eight 2-hour sessions and presented multiple times during October 18, 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 October 18, 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)
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)
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)
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)
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.
CPE Hours: Federal = 20 CPE Credits / Total = 20 CPE Credits
Publication Date: November 2021
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 plus Bonus CPE - 4 Hours Federal Taxation
(The CPE counts as 8 hrs Federal Tax Update and 12 hrs 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
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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