Tax Update Classes

TAX-Update-Classes

Looking to keep your tax skills relevant to support your clients?
Blaise Bender, CPA, JD, and Steven J. Tillinger, CPA are offering Tax Update courses to meet your needs.
Sign up for a course today!


Federal Tax Update Steven J. Tillinger, CPA
December 14, 2020 | January 27, 2021 | February 17, 2021
8:30 a.m - 4:30 p.m. • 8 hours CPE

Whether you are a generalist or a tax specialist, you will take away valuable information and insights from this eight-hour program. The course will bring you up-to-date on current issues in federal income taxation affecting individuals and small business owners with an emphasis on coverage and analysis of 2020 tax legislation, with special emphasis on coronavirus legislation, both final and proposed; updates and new developments of 2019 and earlier tax law, with emphasis on continuing developments with theTax Cuts and Jobs Act; important court cases; Treasury income tax regulations; IRS revenue rulings and procedures; and more!

Topics to be covered:

  • 2020 Tax Law – Coronavirus Aid, Relief, And Economic Security (CARES) Act–overview
  • 2020 Tax Law – Coronavirus Aid, Relief, And Economic Security (CARES) Act– PPP Loans
  • 2020 Tax Law – Coronavirus Aid, Relief, And Economic Security (CARES) Act– Individual and Business Provisions
  • 2020 Tax Law – Families First Coronavirus Response Act
  • 2019 Tax Law – Setting Every Community Up For Retirement Enhancement (SECURE) Act
  • Final Regulations – Tax Cuts And Jobs Act – Section 199a
  • Final and New Regulations – Tax Cuts and Jobs Act – Section 163(j)
  • Partnership/LLC negative tax basis capital account reporting. Notice 2020-43. Updates and new developments covering 2019 and earlier tax law AND court cases; Treasury income tax regulations; and IRS revenue rulings and procedures
  • and more!

Cost:

Houston/Other Chapter Member, Non-CPA – $250 Non-Member CPA – $350

Dates:

Monday, December 14, 2020 (Virtual Webcast) - Register Here

Wednesday, January 27, 2021 (Virtual Webcast) - Register Here

Wednesday, February 17, 2021 (Tentatively to be held at TXCPA Houston’s Training Facility) - Register Here


Individual Income Tax Update Blaise Bender, CPA, JD
December 17, 2020 | January 21, 2021 |February 4, 2021 | February 9, 2021
8:00 a.m - 4:00 p.m. • 8 hours CPE

This session will cover Legislative, Judicial, and IRS Guidance of the past year as it affects individual taxpayers. The session will include new tax legislation pertaining to individuals under the CARES Act and SECURE Act. It shall include recently issued regulations under the Tax Cuts and Jobs Act. The session is also designed to assist CPAs in individual tax planning for their clients. The session will provide coverage of the latest IRS rulings, regulations, and procedures impacting individuals as well as an up-to-date assessment of important tax court decisions. Among the areas covered are the following:

  • Revised Filing Status and New Due Diligence Requirements for Head of Household Status
  • Items of Gross Income and Revised Exclusions from Gross Income and Reporting Issues
  • Passive Activity Loss Issues and Basis Reporting Issues
  • Revised Adjustments to Gross Income (AGI)
  • Revised Rules on Retirement
  • Standard Deduction Provisions and Itemized Deductions
  • Revised Qualified Business Income Deduction
  • AMT and Other Tax Issues
  • Personal Tax Credits Issues
  • Estate and Trust Update
  • Revised Tax Procedures Update

The seminar will discuss planning issues. Blaise promises that this will be one of the most challenging and fun tax seasons CPAs have ever faced.

Cost:

Houston/Other Chapter Member, Non-CPA – $250 Non-Member CPA – $350

Dates:

Thursday, December 17, 2020 (Virtual Webcast) - Register Here

Thursday, January 21, 2021 (Virtual Webcast) - Register Here

Thursday, February 4, 2021 (Tentatively to be held at TXCPA Houston’s Training Facility) - Register Here

Tuesday, February 9, 2021 (Tentatively to be held at TXCPA Houston’s Training Facility) - Register Here


Business Income Tax Update Blaise Bender, CPA, JD 
December 18, 2020 | January 22, 2021 | February 5, 2021 | February 5, 2021
8:00 a.m - 4:00 p.m. • 8 hours CPE

This session will cover Legislative, Judicial, and IRS guidance of the past year as it impacts Sole Proprietorships, Corporations, S Corporations, Partnerships, and LLCs. This section shall also include business tax provisions and legislation under the CARES Act for the upcoming tax season. It shall include recently issued regulations under the Tax Cuts and Jobs Act pertaining to business matters. The session is designed to assist CPAs in business tax planning matters. The session will provide coverage of the most recent IRS rulings, regulations and procedures, and relevant tax court cases impacting various forms of businesses. Among the areas covered are the following:

  • Recent Developments regarding Sole Proprietorships and Hobby Loss Provisions (Schedule C and F)
  • Revised Net Operating Loss Provisions
  • Section 179 and Bonus Depreciation for the upcoming tax filing season
  • Revised Net Business Interest Expense Deduction
  • Final Regulations on Meals and Entertainment Expense Deductions
  • C Corp. UpdateUpdates on Business Tax Credits
  • Foreign Income Issues
  • S Corporation Update including Basis Issues
  • Partnership and LLC Update including Partnership Representation Matters and Centralized Audit Issues
  • Employment Tax Update and 2020 New Form 1099-NEC Reporting and Payroll Matters
  • Nonprofit Tax Update
  • Texas Tax Update in light of Covid

The seminar will discuss business planning issues. Blaise indicates, like last year, that this will be one of the most challenging and fun tax seasons CPAs have ever faced. Proposed election changes will be discussed.

Cost:

Houston/Other Chapter Member, Non-CPA – $250 Non-Member CPA – $350

Dates:

Friday, December 18, 2020 (Virtual Webcast) - Register Here

Friday, January 22, 2021 (Virtual Webcast) - Register Here

Friday, February 5, 2021 (Tentatively to be held at TXCPA Houston’s Training Facility) - Register Here

Wednesday, February 10, 2021  (Tentatively to be held at TXCPA Houston’s Training Facility) - Register Here


Tax-Expo-2021

Prepare for tax season at the TXCPA Houston Tax Expo on Monday and Tuesday, January 11-12, 2021! This two-day virtual conference provides practitioners with the updates and resources needed to prepare for tax season. Steven Tillinger, CPA, will launch this event by providing you with all the information you’ll need to serve clients with confidence and clarity in his immersive Tax Update session. Click here for more information.