Federal Tax Update for Individuals (IN PERSON ATTENDANCE) CORALVILLE

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IITW-IC  |  In Person Training  |  Update  |  Scheduled

Special Notes

  • You may also attend this program via live webcast from your own computer. Register for the live webcast option HERE.
  • IMPORTANT: ISCPA CPE course manuals are now all paperless. No printed copies will be distributed onsite. eMaterials will be available to download 5-7 days prior to the course in the My CPE Tracker section of the ISCPA website. Learn more here.
  • This program has been approved for 8 hours of IRS CE credit for Enrolled Agents (EA) and Registered Tax Return Preparers (RTRP) with PTIN numbers. Please complete and return the request form prior to the program if you are an EA or RTRP and would like to receive IRS CE credit.
  • This program has been approved for 6.75 hours of continuing legal education (CLE). Contact the ISCPA office at 515-223-8161, 800-659-6375 for the activity number

Description

Testimonials from Sioux City presentation on November 11, 2019:

  • Ron is great at answering questions and is very approachable!
  • Ron spoke passionately about the subject matter and held my attention. I strongly encourage this presenter return to Iowa.
  • This is the best class I’ve been to for years. Well worth the drive.
  • The best material I’ve seen in years! I give him a 5+ rating.
  • Instructor did a phenomenal job presenting the material. One of the best instructors I’ve attended.
  • Excellent presentation! Ron has very, very relevant experience.
  • Speaker was wonderful! He made it very easy to understand the material. He provided several real-life examples to help us apply to our own practice. His enthusiasm and knowledge of information kept us listening and engaged. Awesome class!!

Curriculum

  • Taxation

Prerequisites

At least one tax season

Designed For

CPAs and other business professionals

Objectives

To review recent changes to individual and business tax regulations

Highlights

To review individual changes to tax regulations Detailed analysis of how the new tax laws affect individuals Course content will include the latest modifications from TCJA and extender bills The latest IRS notices, announcements, rulings and court cases affecting individuals In-depth coverage of 2019 tax returns preparation issues Opportunity Zones Form 1040-review of rate and bracket changes and the new due diligence rules on head of household and dependents SALT deduction-the new regulations illustrated and explained with examples Mortgage interest under the new law 2019 itemized deduction inflation amounts The new IRA chief counsel memo on PEOs and wages Business or hobby-what is the real analysis of trade or business activities? The latest court case guidance on the sale of a residence The continuation of IRS wins against real estate professionals with analyses; the RE Professional grouping election The brand new 2019 K-1s with changes FBAR and foreign reporting-the latest cases and clear guidance on how, when and what to report Health savings accounts in-depth. 41% of U.S. employees are now covered by these accounts. IRA and pension plan updates including rollover and planning tips. Taxpayer First Act and the changes to reporting, penalties and client and firm file security with guidelines. Virtual currency and internet businesses: an in-depth income tax discussion Award-winning course manual and reference (2016 CPA Practice Advisor Reader's Choice)
Your Price: $415.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended November 18, 2019.

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Instructors

Ron Roberson

Show Bio

For more than 17 years, Ron Roberson has been a popular tax speaker covering individual and business tax topics. Each year, Ron speaks to thousands of CPAs and other tax professionals about the latest tax-related law changes, planning opportunities, and other business matters. Ron’s energetic, easy-to-understand, and humorous presentation style has made him a favorite nationwide. After beginning his career with international accounting firm Deloitte Haskins & Sells, Ron founded his own firm in Twain Harte, CA, near Yosemite National Park. Ron actively participates in his firm today, applying his practical experiences in the classroom to bring his tax lectures to life. Ron is also a prolific author who has written, edited, and collaborated to write tax training manuals and has written about business entity selection, taxation of corporations, Social Security, and many areas of individual income taxation. Ron has also routinely been a guest on tax-related Internet radio broadcasts.

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