CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Annual Federal Tax Update - Individuals (Form 1040)

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Annual Federal Tax Update - Individuals (Form 1040)

8 Credits

$120

Subject Area

Taxes

Webinar Qualifies For

8 CPE credit of Taxes for all CPAs

8 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00334-20-O)

8 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0338)

8 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

8 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00334-20-O)

8 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00334-20-O)

8 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues. This comprehensive webinar will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. 

This webinar is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2020 tax returns and 2021 tax projections with an emphasis on newly enacted tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real-world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart. 

Highlights of the webinar :

  • Discuss the SECURE & CURES Act individual income tax provisions
  • Review the individual income tax provisions of the Tax Cuts & Jobs Act (TCJA) including but not limited to  A) The 20% qualified business income (QBI) deduction  B) Changes to the income tax rates, kiddie tax computation, AMT, personal exemptions, itemized deductions, child tax credit, NOLs, business loss limitations, interest deduction, accounting method changes and income exclusions
  • Changes to the Form 1040 and other related schedules and forms
  • Cover issues related to the various taxes - i.e. income, capital gain, self-employment and alternative minimum tax (AMT).
  • Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits

J. Patrick Garverick is one of the most admired and best-reviewed Tax Speaker in the country and we are offering the classes at a much-discounted price during the pandemic. His courses have been best-reviewed time and again 

  • For Quality of Content
  • For Relevance and Practical Case studies
  • For Best Teaching Approach
  • For Best Course Material

Awards and Accolades

  • Award for Instructor Excellence for California Education Foundation
  • Award for Outstanding Course materials for California Education Foundation.
  • Rated top tax instructor in nearly every location he has presented 
  • One of the few instructors to have received perfect scores (multiple times) from attendees for both presentation skills and knowledge. 

This is a “must-attend” webinar for all tax practitioners such as CPAs, EAs, Tax Preparers, and other Tax Professionals who want to be up to speed quickly and have a successful Federal individual income tax filing season.

Learning Objectives

  • To recognize the major Federal income tax laws impacting individuals
  • To identify and comprehend any newly enacted legislation affecting individual income tax returns
  • To identify and comprehend any newly enacted changes affecting individual income tax returns
  • To identify and comprehend any newly enacted IRS guidance affecting individual income tax returns

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Young CPA

Testimonial

4.4

(263)
58%
33%
6%
2%
1%

KW

I have taken a couple of seminars wtih Patrick Garverick. He knows his materials very well and does a great introduction in the cousre materials. I will continue to take classes from him.

TT

J. Patrick presented a wonderful webinar in one hour that easily could have taken all day. There is so much changing every day and he was on top of each subject. He absolutely is in sync with all of the new IRS memos and regs and he was able to share it with us in an uncomplicated manner

TH

This was my first webinar to attend. The presentation was easy to follow and understand. The instructor was articulate and knowledgeable which makes a big difference using this platform . I learned some things I was not aware of and will take that info back to my office co workers

DB

This webinar was outstanding! Such important information from such a knowledgeable source. His presentation reflected his considerable efforts to keep abreast of the fast changing landscape and he really provided a valuable service to us all. Thank you!

LR

Worth every cent

MB

I almost wish I could listen all over again because i'm sure there were things I missed. The presenter did a great job and you can definitely tell he's done this a few years.