Tax Updates for Individuals (Completed)

Date: Monday, December 6, 2021
Instructor: Barbara Weltman
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  1 hour for CPAs
1 hour Federal Tax Law Updates for EAs and OTRPs
1 hour Federal Tax Updates for CTEC

Continued concerns about the pandemic and the economy triggered many changes in tax rules and tax professionals need to take action to optimize the tax picture for individual clients. The Consolidated Appropriations Act, 2021, the American Rescue Plan Act (ARPA), and other legislation have affected your clients and there are many questions that still need to be sorted out for future planning purposes.

This one-hour CPE session presented, by experienced practitioner and instructor, Barbara Weltman, J.D. will provide an update on critical year-end tax steps for your individual clients.

Who Should Attend
All CPAs, EAs, and other tax professionals who advise individual clients on federal tax issues.

Topics Covered

  • What's new for 2021 returns
  • Special actions in light of APRA and other new legislation
  • Tax rules that will or could change for 2022 and beyond
  • Last-minute tax actions

Learning Objectives

  • Identify how to explain latest developments in federal taxation for individual taxpayers
  • Recognize and apply recent developments to year-end tax planning

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
Basic understanding of federal income taxation concepts.

Advance Preparation
None

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