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Federal Tax Update: Individuals (Form 1040) (4152024D)
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"In the face of increasingly complex tax laws and issues, CPAs benefit from annual updates focusing on individual income tax issues they are likely to encounter in the upcoming tax season. In this course, these issues will be discussed head-on, alerting you about new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a must-attend course for all tax practitioners who want to get up to speed quickly to have a successful federal individual income

11/9/2015
When: 11/9/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: J Patrick Garverick, CPA, MT, CFP
Contact: April Deneault
801-834-6634


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In the face of increasingly complex tax laws and issues, CPAs benefit from annual updates focusing on individual income tax issues they are likely to encounter in the upcoming tax season. In this course, these issues will be discussed head-on, alerting you about new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a must-attend course for all tax practitioners who want to get up to speed quickly to have a successful federal individual income tax filing season.
 
Objectives:


    Identify the federal tax laws impacting individuals with an emphasis on any new legislative changes.
    Recognize the preparation issues related to the most common federal individual income tax return through numerous examples, practice aids and review of the IRS tax forms.


Major Subjects:


    Comprehensive review of the federal individual income tax provisions and tax forms/schedules that will affect 2015 tax returns and 2016 tax projections with an emphasis on newly enacted tax legislation, court cases and IRS guidance.
    Review the taxes, penalties and credits enacted by the Patient Protection and Affordable Care Act including:
   
        Shared responsibility payment penalty (i.e. individual health insurance mandate) under IRC 5000A
        Premium Assistance under IRC 36B
        3.8% Net Investment Income Tax under IRC 1411
        Additional 0.9% Medicare tax on high-wage individuals and self-employment income
   
   
    Comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new federal income tax forms and schedules and the Garverick CPE Quick Reference Chart
    Review the Form 1040 and various schedules/forms focusing on important tax law changes and tax savings opportunities
    Cover the various taxes including the income, capital gain, self-employment and alternative minimum tax (AMT)
    Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits.

      
 
 Designed For:

CPAs and tax accountants in public or private practice in need of a power-packed one day federal individual income tax update course.

Prerequisite: Basic knowledge of individual income taxes.

Advanced Prep:  None

Speaker: J Patrick Garverick, CPA, MT, CFP

Vendor: CalCPA

Field of Study:  Taxes

Level:  Update

CPE Credit: 8 Hours

Acronym:   INDU

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

J. Patrick "Pat" Garverick began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University.  After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began his own tax and financial planning business as well as writing, reviewing and teaching tax and financial planning CPE training courses around the country.  As an award winning discussion leader, his knowledge, expertise and high energy have made him one of the profession’s highest rated speakers resulting in numerous perfect scores for both knowledge and presentation skills."

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