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2018 ANNUAL TAX SEASON UPDATE
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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TAX REFORM: OVERVIEW
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Winn taxseason17

ANNUAL TAX SEASON UPDATE - 2017

The learning materials for this course are in the downloadable document. 
CPE Processing Fee$70.00  Webinar TranscriptionN/A     Presentation Length Hour(s)7.0 hours  CPE7.0   7 hours for EAs (Federal Tax Update): Course Id# - HURS9-U-00122-16-S  Subject AreaTaxes  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateOct 11, 2016  Date OfferedOct 27, 2016  Who should attend?CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
Course Description

Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws.

The 2017 Annual Tax Season Update course is based on the 2017 Annual Federal Tax Refresher course and is designed to provide valuable information to persons preparing individual 1040 income tax returns reflecting clients’ 2016 income. It does not, however, satisfy the Internal Revenue Service’s voluntary annual filing season program.

The course a) examines new tax law and changes in various limits that reflect inflation, b) provides a general tax review, and c) discusses important rules governing tax return preparer ethics, practices and procedures.

Learning Objectives

  • Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns.

  • Calculate taxpayers’ additional tax liability resulting from the Medicare tax, net investment income tax and individual shared responsibility payment.

  • Recognize the federal income tax filing statuses and the criteria for their use.

  • Identify the types of income that must be recognized.

  • Apply the tax rules to the various credits and adjustments to income available to taxpayers.

  • Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns and identify the duties and restrictions imposed on tax preparers under Circular 230.

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Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Paul Winn

Winn Publications
Financial Writer, Editor & Trainer
pjwinn@verizon.net
(757) 253-8075

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Paul J. Winn, CLU, ChFC has over thirty years experience in the life insurance and investment industry. As well as fifteen years as a financial writer, editor, and trainer. Paul has worked for Mutual Life Insurance Company of New York, Security Mutual Life Insurance Company, Principal Financial Group, and the Maryland Financial Corporation. Paul is a Published book author, writer & editor of major mutual life insurance company’s agent-training “university”, and the creator of more than 100 training courses in computer-based training, print and scripted classroom formats.

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Training and continuing education courses dealing principally with life insurance, health insurance, annuities and taxation.