Gear Up’s Seminar Series Tax Season Prep Package
Buy 3+ seminars and save an additional 10%!

Build your custom series of seminars and save. Blend in-person and live online seminars to create your perfect tax season prep package. Learn from the best speakers in central locations and from the comfort of your home, office, or wherever is most comfortable for you.

Instructions

  1. Select the seminars and dates that are most convenient for you
  2. Click Add to Cart and checkout

 
*Premier Plus and Premier subscribers, your Gear Up discounts supersede this offer and will be applied at checkout.

Business Entities Two Day - 2021 (Live Online Seminar)
Category: Taxation Course ID: BETGV21 , Version 1.00

The Gear Up Business Entities seminar is designed by tax practitioners for tax practitioners. It is the most comprehensive update and review of tax and economic issues facings small businesses. This course includes coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current.

Coverage includes:  

  • Voluntary paid leave (and refundable payroll tax credits) modified by CAA, 2021 and ARPA.
  • The employee retention credit – the good, the bad and the just plain ugly.
  • ARPA’s COBRA premium assistance for assistance eligible individuals and Form 941 implications.
  • Federal income tax ramifications of PPP loan forgiveness, including sample journal entries.
  • Overview of the shuttered venue operator grant (SVOG) and restaurant revitalization grant programs.
  • Payroll tax deferral – employees (Notice 2021-11) and employers (CARES Act Sec. 2302).
  • Temporary rules for health and dependent care flexible spending arrangements (FSAs).
  • Federal tax consequences of EIDL grants and advances, and subsidies for certain SBA loan payments.
  • Modifications to C corporation charitable contribution deduction limits.
  • Notice 2021-25 – restaurants and 100% deductible meals.
  • Modifications for farming loss NOLs.
  • Disaster tax relief and 2021 tax extenders.
  • IRC Sec. 163(j) business interest limitation - CARES Act changes and new elections.
  • Long-awaited technical changes to the depreciation rules and QIP (qualified improvement property).
  • Accounting method changes – tax shelters and the new annual election for syndicates.
  • ADS, electing real property trades or businesses and Rev. Proc. 2021-28.
  • Pandemic-related relief for certain Qualified Opportunity Fund deadlines.
  • Rev. Proc. 2020-25 and QIP implementation.
  • The current news on the centralized partnership audit rules.
  • The SECURE Act makes significant changes to many retirement plan rules.
  • The pandemic created lots of tax issues including nexus, where did the employee really work.
  • Helpful tips for running your practice in a pandemic.
  • Retroactive changes to depreciation - are you ready.
  • The IRS has become even more difficult to navigate.  We have information to make it easier.
  • Other timely topics

Gear Up is returning to in-person seminars during 2021 with a limited number of in-person offerings in select locations. For a listing of Gear Up sponsored in-person events click here.

CFP Board accepted. Qualifies for CFP credit.

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. To learn where you may reach your local partners click here .


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.


  Live Online Seminar

16 CPE Credits

Level: Basic

California Tax Update - 2021 (Live Online Seminar)
Category: Taxation Course ID: CTXGV21 , Version 1.00

Session Description - California’s tax law remains fluid. This comprehensive course covers key tax issues for completing complicated California returns. All topics include coverage of new legislation, rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all practicing preparers who share practical tips and insights to help you get ready for this tax season.

Gear Up is returning to in-person seminars during 2021 with a limited number of in-person offerings in select locations. For a listing of Gear Up sponsored in-person 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. To learn where you may reach your local partners click here.


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


  Live Online Seminar

5 CPE Credits

Level: Basic

$159.00

Jan 21, 2022 10am - 3pm CT

1040 Individual Tax - 2021
Category: Taxation Course ID: T40G21 , Version 1.00

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:  

  • Economic impact payments (EIPs) (also known as recovery rebate credits) – 2021 and round three.
  • The excess business loss limitation is back and here to stay for an extra year.
  • Temporary advance payments of the child tax credit in 2021 and sweeping enhancements of this popular personal tax credit.
  • Earned income tax credit – 2021 changes and beyond.  
  • Changes to the education credits and deductions and the rules associated with debt discharge
  • The rules of retirement plan accumulation and distribution  
  • Strategies to maximize personal credits – earned income tax credit and credits for sick and family leave for certain self-employed individuals.
  • The child and dependent care credit more than doubled for 2021 for qualifying taxpayers.
  • Special 2021 retirement distribution rules for qualified disaster distributions.
  • Reporting of interest, dividends, and capital gains  
  • Tax practice and taxpayer strategies to safeguard confidential taxpayer information   
  • Recent tax legislation and its impact on an individual taxpayer’s net operating loss (NOL), including new rules for farming NOLs.
  • SBA’s PPP loan forgiveness – Schedule C or Schedule F outcomes.
  • Self-employment taxation exclusion applicable to rentals from real estate  
  • The CARES Act retroactive changes to qualified improvement property (QIP)  
  • Final regulations defining real property for purposes of IRC Sec. 1031 tax-free like-kind exchanges 
  • The qualified business income deduction (QBID) under IRC Sec. 199A – an endangered species? 
  • Plus, much more

For a listing of Gear Up sponsored Live Online Seminar events click here.

CFP Board accepted. Qualifies for CFP credit.

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. To learn where you may reach your local partners click here.


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


  Seminar

16 CPE Credits

Level: Basic

$549.00

Jan 19, 2022: 8am PT -
Jan 20, 2022: 4:30pm PT

1040 Individual Tax - 2021 (Live Online Seminar)
Category: Taxation Course ID: T40GV21 , Version 1.00

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:  

  • Economic impact payments (EIPs) (also known as recovery rebate credits) – 2021 and round three.
  • The excess business loss limitation is back and here to stay for an extra year.
  • Temporary advance payments of the child tax credit in 2021 and sweeping enhancements of this popular personal tax credit.
  • Earned income tax credit – 2021 changes and beyond.  
  • Changes to the education credits and deductions and the rules associated with debt discharge
  • The rules of retirement plan accumulation and distribution  
  • Strategies to maximize personal credits – earned income tax credit and credits for sick and family leave for certain self-employed individuals.
  • The child and dependent care credit more than doubled for 2021 for qualifying taxpayers.
  • Special 2021 retirement distribution rules for qualified disaster distributions.
  • Reporting of interest, dividends, and capital gains  
  • Tax practice and taxpayer strategies to safeguard confidential taxpayer information 
  • The basics of reporting Schedule C self-employment income and expenses  
  • Recent tax legislation and its impact on an individual taxpayer’s net operating loss (NOL), including new rules for farming NOLs.
  • SBA’s PPP loan forgiveness – Schedule C or Schedule F outcomes.
  • Self-employment taxation exclusion applicable to rentals from real estate  
  • The CARES Act retroactive changes to qualified improvement property (QIP)   
  • The qualified business income deduction (QBID) under IRC Sec. 199A – an endangered species?  
  • Plus, much more

Gear Up is returning to in-person seminars during 2021 with a limited number of in-person offerings in select locations. For a listing of Gear Up sponsored in-person events click here.

CFP Board accepted. Qualifies for CFP credit.

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. To learn where you may reach your local partners click here.


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.


  Live Online Seminar

16 CPE Credits

Level: Basic

$449.00

Jan 19, 2022:10am CT -
Jan 20, 2022: 6:30pm CT

Jan 25, 2022: 9am CT -
Jan 26, 2022: 5pm CT

1040 Individual Tax - 2021 (Live Online Seminar, 4-day series)
Category: Taxation Course ID: T40GV421 , Version 1.00

This 4-day, 4-hour per day 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:  

  • Economic impact payments (EIPs) (also known as recovery rebate credits) – 2021 and round three.
  • The excess business loss limitation is back and here to stay for an extra year.
  • Temporary advance payments of the child tax credit in 2021 and sweeping enhancements of this popular personal tax credit.
  • Earned income tax credit – 2021 changes and beyond.  
  • Changes to the education credits and deductions and the rules associated with debt discharge
  • The rules of retirement plan accumulation and distribution  
  • Strategies to maximize personal credits – earned income tax credit and credits for sick and family leave for certain self-employed individuals.
  • The child and dependent care credit more than doubled for 2021 for qualifying taxpayers.
  • Special 2021 retirement distribution rules for qualified disaster distributions.
  • Reporting of interest, dividends, and capital gains  
  • Tax practice and taxpayer strategies to safeguard confidential taxpayer information 
  • The basics of reporting Schedule C self-employment income and expenses  
  • Recent tax legislation and its impact on an individual taxpayer’s net operating loss (NOL), including new rules for farming NOLs.
  • SBA’s PPP loan forgiveness – Schedule C or Schedule F outcomes.
  • Self-employment taxation exclusion applicable to rentals from real estate  
  • The CARES Act retroactive changes to qualified improvement property (QIP)   
  • The qualified business income deduction (QBID) under IRC Sec. 199A – an endangered species?  
  • Plus, much more

Gear Up is returning to in-person seminars during 2021 with a limited number of in-person offerings in select locations. For a listing of Gear Up sponsored in-person events click here.

CFP Board accepted. Qualifies for CFP credit.

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. To learn where you may reach your local partners click here.


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.


  Live Online Seminar

16 CPE Credits

Level: Basic