- NY Credits : 16.0
- TX Credits : 16.0
This comprehensive course covers key tax issues for completing complicated individual returns including family return issues, taxpayers with investments, retirement income, the sole proprietor, and business and rental activity owners. Stay current with in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season. Coverage includes:
For a listing of Gear Up sponsored Live Online Seminar events click here.
Transfers/Cancellations - In light of the continually evolving COVID-19 situation, we've revised our cancellation policy to afford you the flexibility to confidently pursue the education you need. Click here for policy details.
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.
Click to return to the Gear Up home page on Checkpoint Learning
Apply the rules of penalty assessment and abatement;
Identify reporting required to “reconcile” the EIPs;
Assess the temporary advance payments of the child tax credit in 2021 and implement sweeping enhancements of this popular personal tax credit;
Recognize changes to education credits and deductions, and evaluate rules associated with debt discharge;
Analyze what tax years are now subject to the IRC Sec. 461(l) loss limitation rules for noncorporate taxpayers;
Identify the CARES Act’s impact on an individual taxpayer’s net operating loss (NOL), analyze the SBA’s PPP loan forgiveness parameters, and evaluate the CARES Act changes to qualified improvement property (QIP);
Calculate the qualified business income deduction (QBID) under IRC Sec. 199A;
Analyze impact of the Consolidated Appropriations Act, 2021, on deductible personal casualty loss deductions