-
Course Level :Update
-
Credits :2
-
Instructional Method :Group Internet Based
What do you need to know to gear up for the upcoming 2022 tax
season?
It is important for you to be prepared for the possible tax
changes.
It will be too late to wait for the President to sign the new
law.
What important tax planning can we do for our clients before the
end of the year?
This tax
update CPE/CE webinar will help you be the most prepared tax professional.
Tax laws are constantly changing. Tax and financial professionals
need to stay current to understand the impact of these changes and to minimize
taxes. This CPE/CE webinar provides a comprehensive update and an instant
working knowledge of all key tax provisions. It covers all the aspects concerning
taxation and the latest developments in tax laws.
This
upcoming tax season is expected to be another challenging tax season.
In this CPE/CE tax
webinar first, the speaker will go over what every tax professional needs
to know about the upcoming tax season to be prepared and provide the best
service possible to your clients. He will review changes to the 2021 tax forms
and special considerations for the 2021 tax returns which include reviewing
recent tax legislation and IRS guidance. Second, he will go over the tax
provisions in the Infrastructure Investment Jobs Act (IIJA). Third, he will go
over the most recent version of the Build Back Better Act.
Although it is likely not all the tax provisions approved by the
House of Representatives may not be accepted by the Senate, you will learn how
to answer your clients' questions about the pending legislation.
Lastly, he will review tax planning considerations in light of these tax changes.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
167 Ratings
TH
Feb 2nd, 2022
Great, concise update course with good examples and tax planning strategies to consider.
AL
Feb 2nd, 2022
Lawrence is an excellent presenter.
JW
Dec 22nd, 2021
Excellent presentation. Thank you.
DH
Feb 2nd, 2022
I found Larry's referencing 2021 strategies to be confusing when we are already in 2022. For example - I can not recommend having my client's do a back door ROTH now for 2021 although he made this reference several times as well as other 2021 tactics that can no longer be taken advantage of in 2022. I thought he presented the other facts accurately just mixed up and confused tactics to be used.
KE
Feb 11th, 2022
Technically, the self-study webinar was too glitchy. I had to watch a 2 hour webinar 3 times, for a total of 5 hours to get credit. The % completed counter would read 100%, then revert back to a prior %. I had to reboot my computer 2x to get the review question to submit. Overall, I have spent over 6 hours to get a 2 hour CPE. When I called customer service for support, I was told to email my problem. Over an hour later, I have not heard a response.
2 Credits
Subject Area
May 18, 2022 | 09:00 AM EDT
May 18, 2022 | 09:30 AM EDT
May 18, 2022 | 09:30 AM EDT
May 18, 2022 | 10:00 AM EDT
May 18, 2022 | 10:00 AM EDT
May 18, 2022 | 10:00 AM EDT
We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.