Gear Up

Course Detail

1040 Individual Tax - Part 2 of 4 (Focus on taxpayers with investments, retirement income, tax identity theft concerns and IRS administrative rules)   

CATEGORY: Taxation
  Live Online Seminar
4 CPE Credits
Level: Basic
Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 800.431.9025 for more information or other options.

Take as an individual course or as a custom series - This course is part of a traditional 16-hour seminar. This year you can take all 4 courses in the series to attend the entire seminar or pick only the most relevant topics to you. You can purchase all courses individually or purchase one of the Gear Up Online Conference Passes, where you purchase the level of access and hours you need and build a completely custom schedule.

Sessions Description - Advising the taxpayer regarding investment and retirement plan issues has become a more complicated task as a result of the SECURE Act which became law in December of 2019 plus the modifications added by the CARES Act. The experienced Gear Up speakers will bring you up to date with these issues.

This program will carefully detail the current issues of social security and retirement savings, distributions and planning. We will analyze the correct reporting of investment issues to facilitate the correct reporting to IRS. The Taxpayer First Act is the latest attempt to reorganize the IRS, plus challenges facing the IRS as a result of the pandemic shutdown present issues to practitioners. Your Gear Up speakers will step you through the problems of an evolving IRS. How to address/slow down taxpayer identity theft will be a critical part of this presentation also.

Gear Up Online Conference Information - We're excited you are interested in the individual Gear Up Online Conference courses. These promise to be robust and informative. If you’re only interested in purchasing up to 4 individual courses, buying individually can make sense, as the quantity discount only applies to up to 4 courses that offer 2, 4, or 5 hours of CPE credit. 

If you’re interested in more than 4 individual courses, your best value is in the Reserved or All-Access conference pass. For a little more than the price of 4 individual courses, you’ll be able to earn 25 or 49 CPE Credits. Also, with a pass, you’ll get more flexibility to create a completely custom schedule and have opportunities to network with peers and speakers and tap into the peer-to-peer learning that is critical as we navigate these uncertain times.

Gear Up Online Conference Pass Holders - This listing is for purchasing individual courses only. If you’ve already purchased one of the three best-value Gear Up Online Conference Passes, you will receive a separate notification for selecting which courses you will attend. Again, this page is for purchasing individual courses only.

We partner with sponsoring state associations to provide both live, in-person, and online seminars. Here is where you can reach your local partners to learn more.
Click here for a schedule of their events (PDF)

Going virtual has never been easier and a better value!

Does not apply to association or society events.  

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Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 800.431.9025 for more information or other options.

Accreditation Information

Learning objectives

Course outline