Federal Tax Update: Individuals (Form 1040) | 4172024A

Date :
October 26, 2017 8:30 AM - 4:30 PM
Location :
San Luis Obispo CE Week
Facility :
Embassy Suites San Luis Obispo
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Level of Difficulty :
Update
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 8.00, MCLE 6.50, IRS-FTL 8.00, CFP 8.00, CTEC-FTL 8.00
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With the increasing complexity and ever-changing nature of tax laws and issues, this class will keep you current on federal individual income tax laws, new tax forms, changes to existing tax forms as well as tax planning opportunities and pitfalls. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids; real-world examples; new federal income tax forms and schedules and the Phoenix Beach Quick Reference Chart.

Objectives:

  • Identify the major federal income tax laws impacting individuals as well as changes to Form 1040 and other related schedules and forms.
  • Recognize any new legislation passed by President Trump and IRS guidance affecting individual income tax returns.
  • Identify the Affordable Care Act (ACA) income tax provisions that were repealed and retained.

Major Subjects:

  • Detailed coverage of any new individual income tax law signed by President Trump.
  • Review the ACA taxes, penalties and credits repealed and retained.
  • Look at any changes to the Form 1040 and other related schedules and forms.
  • Cover issues related to the various taxes, i.e., income, capital gain, self-employment and alternative minimum tax (AMT).
  • Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits.

Advanced Prep:

None.

Misc. Information:

Wireless Internet access, lunch and discounted parking will be provided for this event and are included in your registration fee.

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Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:

Basic knowledge of individual income taxation.

Designed For:

Tax accountants in public or private practice in need of a federal individual income tax update.

Instructors

Mark Vanden Berge, CPA
Mark Vanden Berge has over 30 years of experience in the field of public accounting. After graduating from Northwestern College, he accepted a staff position with a local CPA firm where he was exposed to all areas of public accounting. Four years later, he accepted a position with a regional CPA firm in its tax division. After two years, he was in charge of the tax division and primarily responsible for over 500 tax clients. After three years, he established his own firm, Vanden Berge, Inc., in Sioux Falls, SD, and still operates that firm as CEO and president. The firm assists its clients in all areas of taxation, business planning, and financial consulting. This broad background has provided Vanden Berge with a wide range of experiences in the areas of taxation, business, and finance. Vanden Berge has lectured on taxation subjects for several years receiving numerous perfect scores for knowledge and presentation.
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