Year end tax update including updates on FCCA 2020 & SECURE ACT (Latest 2019)

Course Details

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Course Description

Before tax season starts, it is necessary for all the accounting and tax professionals to take this CPE course which covers all legislative, judicial, and IRS developments including "FURTHER CONSOLIDATED APPROPRIATIONS ACT 2020" & "SECURE ACT."

President Trump signed into law the Further Consolidated Appropriations Act of 2020 (FCAA). The FCAA contains contains the most comprehensive retirement reform since the Pension Protection Act of 2006. Included within the provisions of the FCAA is the Setting every Community up for Retirement Enhancement (SECURE) Act. The SECURE Act will make a number of changes to the current retirement system. This course will cover all aspects of what is new for 2019 and what changed with the Tax Cuts and Jobs Act. We will start by discussing what is truly new for 2019, and then discuss the impact of the TCJA on the 1040 by going from the "top down" and discussing every line and schedule.

We will also cover what has changed with tax credits, and tax preparer due diligence on Form 8867. The second part of the course will cover business taxes, with emphasis on the QBI deduction, basis tracking for partners and S-corporation shareholders, and changes to various business-related deductions, as well as payroll changes.

This fast-paced program will highlight legal and regulatory developments as well as give you a head start on those 2019 returns that will include the changes from TCJA. Emphasizing implementation and compliance, this comprehensive webinar will help you effectively and confidently complete tax-planning and compliance engagements, by applying current developments affecting the following areas:

  • Individuals 
  • Business entities 
  • Estates and trusts
  • Retirement plans
  • Further Consolidated Appropriations Act
  • Secure Act

Learning objectives

  • Learn what is truly new for 2019
  • Learn what is the impact of TCJA on the 1040
  • Learn how the QBI deduction works
  • Learn about basis tracking for partners and S-corporation shareholders
  • Learn about changes to deductions on business returns

About Presenter

Jason Dinesen, EA, LPA

Advisor, Dinesen Tax & Accounting, P.C.

jason@dinesentax.com

Jason Dinesen is the President of Dinesen Tax & Accounting, P.C., a public accounting firm in Indianola, Iowa. His practice focuses on accounting and bookkeeping services, tax preparation and business advising to individuals with a business focus ranging from home-based businesses to multistate corporations and not-for-profits. Dinesen has extensive experience working with a third-party administrator of retirement plans and is a prior presenter of multiple 1099 seminars. Dinesen majored in corporate communications with a minor in management from Simpson College.

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.7
(241)
76%
20%
3%
0%
1%
  • SS
    Sally Scott , EA
    Dec 4th 2019
    Five Stars. As always, the handouts were excellent. This course provided me with a lot of information on when the new provisions are effective and definitely clarified what I should be telling my clients going into the new tax year.
SM
Sharron Malpass , EA, EA
This was a very informative webinar and I learned a lot about the changes to come. The presentation Slides were also very helpful for the coming tax season.
RG
Rita Gearhart , CPA
Five Stars. As always, the handouts were excellent. This course provided me with a lot of information on when the new provisions are effective and definitely clarified what I should be telling my clients going into the new tax year.
LP
Lois Pontius , EA
Excellent presentation! Jason did a wonderful job clearly and succinctly presenting an abundance of material and all in two hour! I appreciate his attention to detail and making this CPE so worthwhile.
BJ
Belinda Jones , EA
5 star. Excellent. It covered all the topics that were relevant to new tax laws. I enjoyed the seminar, it will help me talk to my clients better this coming season !
SL
Stephen Litwack , CPA
Jason provided much information in regard to the tax changes that will be implemented in the upcoming tax filing season. I received updates that I will implement during the next few months. Thank You mycpe

NASBA Approved

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.

IRS Approved

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

CTEC Approved

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.

upcoming Live CPE Webinars

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Children of all ages: Comprehensive Planning Techniques
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Tax Practitioner Ethics
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
Children of All Ages - Comprehensive Planning Techniques (New)
Monday, August 10, 2020 | 11:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Monday, August 10, 2020 | 11:30 AM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Monday, August 10, 2020 | 12:00 PM EDT View Details/Register
Estate Planning for IRAs Payable to Trusts After the Secure Act
Monday, August 10, 2020 | 01:00 PM EDT View Details/Register
Multistate Payroll Withholding Tax Issues
Monday, August 10, 2020 | 01:30 PM EDT View Details/Register
1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS
Monday, August 10, 2020 | 02:00 PM EDT View Details/Register
IRS Penalties, Abatements, and Reasonable Cause
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
IRS Audit Process & Defense Presentation
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Tuesday, August 11, 2020 | 09:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 2
  • CE Credits 2
  • IRS Course ID GEHNZ-U-00100-19-O
  • CTEC Course ID 6273-CE-0074
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Attorney Tax Practitioners Bookkeeper Accountant Business Owner QB Pro Advisor CPA - Mid Size Firm Accounting Firm Tax Pros Tax Firm Young CPA CPA in Business Entrepreneurial CPA Senior Accountant
  • Handout Material Download

upcoming Live CPE Webinars

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Children of all ages: Comprehensive Planning Techniques
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Tax Practitioner Ethics
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
Children of All Ages - Comprehensive Planning Techniques (New)
Monday, August 10, 2020 | 11:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Monday, August 10, 2020 | 11:30 AM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Monday, August 10, 2020 | 12:00 PM EDT View Details/Register
Estate Planning for IRAs Payable to Trusts After the Secure Act
Monday, August 10, 2020 | 01:00 PM EDT View Details/Register
Multistate Payroll Withholding Tax Issues
Monday, August 10, 2020 | 01:30 PM EDT View Details/Register
1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS
Monday, August 10, 2020 | 02:00 PM EDT View Details/Register
IRS Penalties, Abatements, and Reasonable Cause
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
IRS Audit Process & Defense Presentation
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Tuesday, August 11, 2020 | 09:00 AM EDT View Details/Register