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Self-Study CPE
HOME OFFICE DEDUCTION
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EDUCATION TAX BENEFITS
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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1099 HEADACHES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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PUERTO RICO ACT 20/ACT 22 – THE UNBELIEVABLE NEW TAX STRATEGY
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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WHEN IS THE UPDATED VOLUNTARY DISCLOSURE PRACTICE THE BEST CHOICE?
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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AREAS OF CONTROVERSY UNDER THE TCJA
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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EXPATRIATE TAXATION - A DEEPER DIVE
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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TAXATION OF IRAs AT DEATH
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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Self study cpe
2020 Annual Federal Tax Season Update

2020 ANNUAL FEDERAL TAX SEASON UPDATE

Access the learning materials in the course materials section.
CPE Processing Fee$90.00
Webinar TranscriptionN/A
Presentation Length Hour(s)9.0 hours
CPE Credits9.0 hours
CE Credits 9.0 hours
Course Id# - HURS9-U-00462-19-S
Subject Area Taxes (Federal Tax Update)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJun 25, 2019
Date OfferedJun 25, 2019
Series: Taxes
Course Description

Each year, income tax return preparation must take into account inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws. The 2020 Annual Tax Season Update course is designed to provide valuable information to persons preparing individual 1040 income tax returns reflecting clients’ 2019 income.  The course a) examines the Tax Cuts and Jobs Act of 2017 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:


  • Identify the principal individual income tax changes brought about by the Tax Cuts and Jobs Act of 2017

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

  • 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 that are 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

  • Identify the duties and restrictions imposed on tax preparers under Circular 230

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Additional Materials
Course Document, Glossary and Index
Review Questions
Review Questions
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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CPAacademy.org (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.

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