1. Are your providing Online Continuing Education Credits?
We are approved to provide CPE/CE credits to Tax Professionals
- IRS
- NASBA
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Federal Individual And Business Tax Update
- Dec 01, 2023 Friday | 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | Duration: 240 Minutes
- Nov 30, 2023 Thursday | 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | Duration: 240 Minutes
- Credit: IRS Credits: 8.0 | NASBA Credits: 8.0 | QAS: 8.0 |
Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
This course is essential for the tax practitioner who wants to update their knowledge of Individual & Business income taxation. This course will provide a comprehensive review of Form 1040 complexities for the 2022 tax year. Included will be a thorough review of all tax codes made by the SECURE Act and the CARES Act.
This session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick’s Quick Reference Chart
Federal Individual Income Tax Update Part 1
Date: Nov 30, 2023 |Time: 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | 240 Minutes
Session Highlights:
- Review of essential IRC Sections
- Review of individual changes made by any recent legislation
- New credits, deductions, and tax relief
- Income issues
- Income and exclusions from cancellation of debt
- Itemized deduction issues
- Health reform and medical issues
- Special income tax treatment of COVID 19 stimulus payments
- COVID – 19 related extensions, carryovers, and effect on loss rules
- Maximum benefit from an office-at-home, education deductions and credits
- Health insurance, HRAs, HSAs, Changes in the law by Congress
- Kiddie tax
Federal Business Income Tax Update Part 2
Date: Dec 01, 2023 | Time: 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | 240 Minutes
Session Highlights:
- Review of essential IRC Sections
- Review of business changes made by the Tax Cuts and Jobs Act of 2017
- Review of internal revenue code section 199A (pass-through entities) including an understanding of the newly released IRS guidance
- Schedule C and Schedule F issues
- Discuss other important IRS audit areas such as:
- Basis and at-risk limitations for S shareholders and partners
- Passive activity losses and real estate professionals
- Self-employment taxes
- Schedule E Issues
- Partnership issues
- Corporation issues
- LLC issues
- Special rules for dealing with COVID subsidies
- Code Section 461(l) interacts with Section 382 and its carryover rules
- Defaulted loans
- Bankruptcy issues
- COVID-19 related changes in the tax law
- The CARES, HEROES, and HEALS acts
- Special rules relating to business use of your home
- Reporting the conversion of personal use property to business use (part of a residence, furniture,
Who Will Benefit:
- CPA
- Enrolled Agents (EAs)
- Tax Professionals
- Attorneys
- Other Tax Preparers
- Finance professionals
- Financial planners
Speaker Profile:
Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He 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 operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.
In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.
Credits and Other information:
- Recommended CPE credit – 8.0
- Recommended field of study – Tax
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 8 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
IRS Credits
NASBA Credits
QAS
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
3. What should I do if I can’t log my account?
The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.
- If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
- If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?
When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
5. How can I cancel my registration?
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
6. How can I download the learning materials/Handouts available for the webinars/Seminar?
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
7. What are the system requirements to attend a live webinar?
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
- An internet connection – broadband wired or wireless
- Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
9. What is web download and transcript?
- The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
- The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
11. How do I access a previously purchased webinar, self-study course, Web Download, or package?
To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.
12. I took a webinar, where is my certificate?
We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
J. Patrick Garverick
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