December 11 – 15, 2018 | 40 Hours of CPE
Walt Disney World Swan Hotel | Orlando, FL
Complete your CPE and enjoy some R&R — head to sunny Orlando!
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.
This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of new legislation, case law developments, and relevant 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 Tax Cuts and Jobs Act individual tax reform provisions, including the new deduction for qualified business income (Code Sec. 199A), modifications to many Schedule A itemized deductions, and the impact of the new marginal tax rate structure on taxpayers. The course will also address trends in LLC member self-employment taxation, tackle tax challenges facing special industries including shared economy businesses and marijuana dispensaries, and explore tax planning opportunities in the wake of the new tax bill.
Business Entities (One-Day)
The 2018 business entities seminar is designed for practitioners that advise small business (less than 25 million in gross receipts). Taught by seasoned tax professionals, the course will help you navigate the business provisions changes of the Tax Cuts and Jobs Act and other law changes. This year includes:
The 2018 Gear Up accounting course is designed to give practitioners the information they need to provide audit, 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. 2018 topics include SSARS 21 implementation and newer SSARS standards 22 and 23 review, core concepts in financial statement presentation and disclosure, 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 audits and reviews, including using and improving analytical procedures and understanding fraud risks.
Estates and Trusts
This is a two-pronged course designed to get you started in the practice of estates and trusts as well as a great update for the experienced tax professional covering all major developments since 2011. The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles, and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples) and coverage of the new consistency reporting requirements. The “What’s New” chapter has been completely updated with recent rulings and interesting new cases. Post-mortem elections including alternate valuation date and disclaimers are discussed as these areas are of particular interest to the tax preparer.
IRAs, Pensions, and Other Retirement Resources
This course will cover the detailed and unique requirements of various types of retirement savings and other resources that are used in retirement planning. Coverage includes funding requirements to avoid disqualification during the working years and distribution options and opportunities during the retirement years. Know the best options for saving and distributing from retirement resources including social security.
OPTIONAL SESSIONS AVAILABLE
(not included with the Magic Week package):
Technology 4.0: Understanding the Future of Technology
Optional session, Monday Dec. 10, 8:00 - 11:45 a.m.
Where does a practitioner go to understand the complexities of dealing with technology in their practice? We will study the real-world issues of dealing with the adaption of technology to solve practice challenges.
2018 Tax Updates
Optional session, Monday Dec. 10, 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 2018 and beyond. Includes impact from the Tax Cuts and Jobs Act.
Ethics for the Tax Professional
Optional session, Monday Dec. 10, 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. 10, 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 email@example.com
Questions about Gear Up on Checkpoint Learning
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40 CPE hours in Orlando,
Dec. 11 - 15, 2018