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Self-Study CPE
FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART I
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART II
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INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
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INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATION
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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ESTATE TAX PLANNING
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10 NEW PRODUCTIVITY FEATURES IN PROCONNECT TAX ONLINE
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2018 ANNUAL TAX SEASON UPDATE
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TAXATION OF IRAs AT DEATH
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CANCELLATION OF DEBT
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AUDITING THE ERO
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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TAX LAW CHANGES: WHAT YOU NEED TO KNOW
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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EXPATRIATE TAXATION - A DEEPER DIVE
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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2018 TAX UPDATE: SO MUCH MORE NEW THAN MEETS THE EYE - WHAT LURKS BENEATH?
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APPEALS, PENALTIES, AND INTEREST ABATEMENT
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AVOIDING TAX PRACTICE MISTAKES - PART 1 - COLLECTION & EXAMINATION
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A LOOK AT THE IRS DURING DIFFICULT TIMES
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CONSTRUCTION INDUSTRY TAX ISSUES
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IRS EXAMINATION SELECTION PROCESS
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SELF-EMPLOYMENT TAX REDUCTION STRATEGIES
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CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
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CANCELLATION OF DEBT INCOME
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EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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TAXATION AND MAJOR IMMIGRATION ISSUES OF RESIDENT AND NONRESIDENT ALIENS
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PREPARING THE CHALLENGING FORM 990
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AVOIDING TAX PRACTICE MISTAKES - PART II - APPEALS, TECHNICAL ASSISTANCE, P & I
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IRS SECTION 1031 - UNDERSTANDING LIKE KIND EXCHANGES
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HOW THE IRS DETERMINES UNREPORTED INCOME
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PREPARING IRS LETTER RULINGS
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MASTERING THE ART OF TAX PLANNING
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PAYROLL TAX TRAIN WRECK: RESOLVING YOUR CLIENT'S PAYROLL TAX NIGHTMARE!
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UBI, UBTI, AND UBIT - UNDERSTANDING THE UNRELATED BUSINESS INCOME TAX
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TAX PREPARERS' PRAYERS ANSWERED: TAX ISSUES FOR THE CLERGY
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THE 2017 JOBS ACTS AND TAX CUTS - NEW TAX LAW UPDATE
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EARNED INCOME TAX CREDIT
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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EDUCATION TAX BENEFITS
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FEDERAL INCOME TAX CHANGES - 2018
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REDUCE EMPLOYMENT TAX EXPOSURE AND AVOID PENALTIES AND DISASTERS
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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2019 TAX FILING SEASON UPDATE
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TAX REFORM AND PASS THROUGH ENTITIES - §199A: PLANNING FOR PROFESSIONAL PRACTICE
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TAX REFORM: OVERVIEW
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TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS
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Federal taxchanges winn

FEDERAL INCOME TAX CHANGES - 2017

There is no video recording for this CPE course - materials are in a printable document. 
CPE Processing Fee$40.00  Webinar TranscriptionN/A     Presentation Length Hour(s)4.0 hours  CPE4.0   4 hours for EAs (Federal Tax Update)   Course Id# - HURS9-U-00184-17-S  Subject AreaTaxes  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateOct 20, 2017  Date OfferedOct 20, 2017  Who should attend?Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other
Small Business Owner 
Series: Bookkeeper, Enrolled Agents, Taxes    
Course Description

Federal Income Tax Changes examines the current tax changes effective that are more significant from the perspective of an income tax preparer. Context is provided, as appropriate, to assist readers in understanding the changes. In addition to the customary annual inflation-related changes that affect various limits, the course discusses other tax changes that were brought about by the Affordable Care Act.

Learning Objectives:

List the current year changes in various amounts including –


  • Standard mileage rates,

  • The standard deduction,

  • The exemption amount, 

  • The AMT exemption amount,

  • The limits related to income from U.S. Savings Bonds for taxpayers paying higher education expenses, and

  • Deductions for qualified long-term care insurance premiums;


Identify the current year tax credit changes affecting the –


  • Saver’s credit,

  • Earned income credit, and

  • Adoption credit;


Recognize the changes affecting –


  • Health Savings Account (HSA) and Archer Medical Savings Accounts (MSA) requirements and contribution limits, 

  • Roth IRA eligibility;


List the changes brought about by the Affordable Care Act including changes affecting the – 


  • Individual penalties under the shared responsibility provision mandating maintenance of health insurance coverage, 

  • Small employer premium tax credit, and 

  • Applicable large employer mandate.

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