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Date / Time / Location

Friday, January 24, 2020
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Learning Center105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068
973-226-4494

CPE Credits

  • 8.00 CPE Credits in TX

Package Pricing

In-Person Registration
  • $279.00 - Member
  • $379.00 - Non Member
Webcast: Attend this seminar virtually
  • $279.00 - Member
  • $379.00 - Non Member

Course Developer

Areas of Interest

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls.

Designed For

Tax accountants in public or private practice in need of power-packed one day Federal individual income tax update course. This is a great course to gear up for tax season.

Benefits

Once participants have completed this session they should be able to:
  • Understand the major Federal income tax laws impacting individuals
  • Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual income tax returns

Highlights

This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2019 tax returns and 2020 tax projections with an emphasis on newly enacted tax legislation, court cases, and IRS guidance. 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. Topics include but are not limited to:
  • Detailed coverage of the individual income tax provisions of the Tax Cuts & Jobs Act (TCJA) including but not limited to the 20% qualified business income (QBI) deduction; changes to the income tax rates, kiddie tax computation, AMT, personal exemptions, itemized deductions, child tax credit, NOLs, business loss limitations, interest deduction, accounting method changes and income exclusions
  • 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, selfemployment and alternative minimum tax (AMT))
  • Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits

Course Level

Update

Prerequisites

None

Advance Preparation

None

Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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J. Patrick Garverick

J. Patrick Garverick, CPA, MT
Phoenix Beach, LLC

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. During his time in college Pat earned a letter as a member of the Ohio State Basketball squad. He remains a stanch supporter of the sports programs at his alma mater.

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