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Sid nov5 01

SID KESS / FAE'S INDIVIDUAL TAX UPDATE

Cost $311.25
CPE Credits 8.0 hours
Subject Area 8.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites Experience preparing individual tax returns
Advanced Preparation None
Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax experts, Sharon Kreider and Karen Brosi. The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it extremely convenient.

Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high-energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. 

HIGHLIGHTS:

New:


  • A bipartisan IRS bill, Taxpayer First Act (HR3151)

  • IRS announces new 2019 Form 1040. Farewell to the “postcard”

  • New Forms 8995 and 8985-A required for QBI deduction claims in 2019

  • Virtual Currency Transactions – IRS Soft Notice Letters 6173, 6174, 6174-A



Updates:


  • Updates on the latest individual tax reform developments

  • Planning ideas regarding individual tax reform

  • Updates on ACA and 'Repeal and Replace' developments

  • 20% capital gains tax +3.8% NII tax issues

  • Mortgage interest deductions cases and rulings

  • Charity audit issues including the RERI Holdings decision

  • Refundable and nonrefundable credit rule changes

  • Kiddie tax issues and proposed legislation news

  • FBAR and FATCA reporting

  • IRA issues including SECURE legislation news

  • Tax issues for online rentals

  • IRS clarification on who is and isn't a real estate professional

  • Estate and gift planning ideas updated

  • Trust tax updated including the Kaestner decision


LEARNING OBJECTIVES:
Upon successful completion of this course, participants will be able to:

  • Discuss individual tax reform developments

  • Enumerate planning ideas for individual tax reform

  • Convey details of the Affordable Care Act (ACA) and current developments in "Repeal and Replace."

  • Accurately prepare returns for individual taxpayers

  • Understand and apply the various JRA and Roth JRA rules in order to properly utilize these vehicles for retirement and tax planning

  • Identify tax issues and apply regulations related to real estate and investment property . Identify top estate planning ideas

  • Apply the many other individual tax changes applicable for 2019 returns (these will be updated throughout the year)


Webinar Access:
Your course will be hosted and run by the NYSSCPA using their webinar platform.

You will receive a notification from NYSSCPA prior to the course date with details on how to access your online course.

Karenbrosilogo

Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.

Linkedin

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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The New York State Society of CPAs (NYSSCPA) aims to educate, connect, and grow their membership within the CPA industry.

Since its inception in 1897, CPAs and financial professionals have achieved great success in their careers through their membership program. Member benefits include in-person and online networking opportunities, CPE courses and conferences, over 60 committees with in-depth focuses and specializations, the CPA Journal, other award-winning publications, and much more!