December 10 – 14, 2019 | 40 Hours of CPE
Walt Disney World Swan Hotel | Lake Buena Vista, FL
Thank You To Our Sponsor
Complete your CPE and enjoy some R&R — head to sunny Florida!
December is the perfect time to escape for a week of Florida sunshine. Plus, you'll be sitting pretty for year-end CPE requirements while being fully prepared for the upcoming tax season with this week-long learning event. Sessions to include the popular two-day Gear Up 1040 Individual Tax seminar, Business Entities, Ethics, Estates and Trusts, and more.
1040 Individual Tax (Two-Day)
This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season. We will review the groundbreaking deduction for qualified business income (IRC Sec. 199A), including new guidance on wages and the rental real estate safe harbor. The course will incorporate planning considerations in the wake of the Tax Cuts and Jobs Act (TCJA). The course will also address deductible meals expense in the work place, tackle tax challenges facing special industries including shared economy businesses and marijuana dispensaries, and explore the unique tax incentives offered by Qualified Opportunity Funds.
Business Entities (One-Day)
The 2019 business entities seminar is designed for practitioners that advise small business. The course taught by seasoned tax professionals provides the most updated and comprehensive analysis of business tax matters.
The 2019 Gear Up accounting course is designed to give practitioners the information they need to provide review, compilation, and preparation engagements for small and midsized companies. This course is more than just an update and covers a wide variety of topics including core concepts related to financial reporting and accounting and review services, in addition to critical updates to professional standards. The accounting course also features many exhibits, examples, and other practical takeaways to help you implement the content presented. 2019 topics will include SSARS 21 implementation and explanation of the newer SSARS standards 22 and 23. We will discuss and review core concepts in financial statement presentation and disclosures, practice management and quality control issues, specialized practice areas (divorce engagements, personal financial statements, and industry-specific risks and considerations), and special considerations in performing reviews, including using and improving analytical procedures and understanding. The updated course assists the practitioner in assessing fraud risk and practicing in the digital world.
Income Tax for Estates and Trusts–Form 1041
The estates and trusts course has been completely revamped. With the estate tax exemption so high now, there will be fewer Forms 706 filed. However, almost every client in our practice will require a Form 1041 at death. So, this year the emphasis is on that funny little tax return that no one wants to prepare. We will de-mystify Form 1041. Areas covered will be general probate and trust terminology, decedent’s final tax return and fiduciary accounting (principal vs. income). Form 1041 will be addressed in detail including, deductions, rental income, basis and capital gain issues as well income distribution deduction. Also covered will be 645 elections, terminations, and the impact of TCJA.
Practice Development and Management
Make more...work less...have fun doing it! We’ll teach you the 10 secrets to a successful tax and accounting practice. Learn how to develop relationships with clients and your team so that you can build a firm that has value whether you decide to work or sell it.
OPTIONAL SESSIONS AVAILABLE
(not included with the Magic Week package):
2019 Tax Updates
Optional session, Monday Dec. 9, 8:00 - 11:45 a.m.
This four-hour course will provide coverage of recent tax law changes that affect individuals, corporations and partnerships including legislation, court cases, and IRS rulings. Tax professionals will come away with planning tips and what they need to know for 2019 and beyond. The course will incorporate planning considerations in the wake of the Tax Cuts and Jobs Act (TCJA)
Ethics for the Tax Professional
Optional session, Monday Dec. 9, 12:45 - 2:30 p.m.
The Office of Professional Responsibility (OPR) has been very busy, ensuring that Circular 230 Practitioners (that's us) follow rules that prescribe and proscribe our behavior. We will discuss what we can — and must — do to assist our clients while maintaining ethical integrity and complying with Circular 230 rules. Meets CTEC criterion for the two-hour ethics requirement.
Ethics for Florida CPAs
Optional session, Monday Dec. 9, 12:45 - 4:30 p.m.
This class meets the CPE ethics requirements for the Florida State Board of Public Accountancy. We will address the major aspects and recent changes related to the Rules of Professional Conduct as they affect the CPA in public practice and in industry.
More Info and Register
View the Magic Week registration page for complete CPE information including fields of study, level, CPE credits, and event schedule with session choices. Delicious breakfast, lunch, and break refreshments are included with the registration price!
Learn more about all Gear Up CPE Conferences.
Register online or call 800.231.1860 to place your order by phone.
Schedule may be adjusted closer to conference date.
Venue and Hotel InformationWalt Disney World Swan Hotel – Orlando, Florida
Interested in Sponsorship and Exhibitor Opportunities?Contact Terry Storholm at 651-687-7327 or firstname.lastname@example.org
Questions about Gear Up on Checkpoint Learning
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