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Tuesday, December 21, 2021 Live Webcast

AICPA’s Annual Federal Tax Update (E2112101)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

webcast

ON24

8.0 CPE Credits in TX

OVERVIEW

Save time and keep current on the latest tax developments. This comprehensive course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. We will cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans and more.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Public accounting senior associates, managers, and partners; tax professionals in company finance or tax departments.

BENEFITS

Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases and rulings.

HIGHLIGHTS

  • Return preparation applications
  • Strategies for tax savings
  • Business entity changes
  • IRS administrative issues, compliance and new forms
  • Court cases settled in the last year that provide tax return position authority
  • Position authority
  • IRS rulings, procedures and notices for the last year
  • New tax return disclosures

COURSE LEVEL

Update

PREREQUISITES

Two years of tax experience.

ADVANCE PREPARATION

None

INSTRUCTOR

David Peters

David R. Peters

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.

Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$289.00 - Member

$439.00 - Nonmember

AICPA members receive a discount of $30 for this event.

Register Today


Note: Online pre-registration will close on December 21 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

American Institute of CPAs