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CPE Self-Study
AICPA's Annual Federal Tax Update
NASBA FIELD OF STUDY
Taxes
LEVEL
Update
CPE CREDITS
Text: 21.0, Online: 11.5
A review of all legislative, judicial, and IRS developments of the past year you should know.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

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  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Stay up-to-date on the latest tax developments.

Who Will Benefit?

  • CPAs and finance professionals engaged in the financial instruments valuation profession, including controllers, traders, data providers, accountants, and auditors

Key Topics

  • IRS rulings, procedures and notices for the last year
  • Court cases settled in the last year that provide tax return guidance
  • IRS administrative issues, compliance, and new forms
  • Individual income, deductions, and business activities
  • Pass-through entities and passive activities
  • Depreciation and amortization
  • Retirement plans and fringe benefits

Learning Objectives

  • Recognize the most up to date Federal tax law changes and how they will impact taxpayers and businesses.
  • Recognize significant regulatory developments, guidance, court cases concerning individual deductions.
  • Determine which recent guidance from the IRS and recent court cases concerning individual income could impact your clients.
  • Identify the new partnership audit rules.

Before tax season starts, take this CPE course which covers all legislative, judicial, and IRS developments of the past year you should know. Emphasizing implementation and compliance, this comprehensive course will help you effectively and confidently complete tax-planning and compliance engagements, by applying current developments affecting the following areas:

  • Individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters),
  • Business entities (including those regarding S corporations and their shareholders, C corporations, partnerships),
  • Estates and trusts, retirement plans,
  • And more.
Table of contents
Ratings and reviews
Author(s)

Charles A. Borek, CPA, JD, MBA

Columbia, MD

Chuck Borek is a CPA and attorney with over 20 years of professional experience dealing with both business and nonprofit clients and has served in the capacity of officer and board member for several entities. He is also an award-winning speaker on a variety of accounting topics, having conducted over 300 live and web-based presentations across the country.

After serving for several years as a partner in a regional CPA firm in the Washington, DC area, Chuck founded The Borek Group, LLC, which develops professional education materials for both CPAs and lawyers. He concurrently acts as a consultant to the Columbia, Maryland firm of Davis, Agnor, Rapaport & Skalny, LLC.

In addition to his professional experience, Chuck has taught graduate students at American University and at the University of Baltimore and undergraduate students at Prince George's Community College in Maryland, where he held the position of Associate Professor of Accounting from 1998 to 2003. He is also a former Commissioner on the Howard County (Maryland) Pension Oversight Commission. Chuck has authored multiple books, articles, and professional publications for many organizations, including AICPA and BNA. He is currently working on several projects for a variety of publishers.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$249.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$249.00
Add to cart
CREDIT INFO
CPE credits
Text
: 21.0,
Online
: 11.5
NASBA Field of Study
Taxes
Level
Update
Prerequisites
Two years of tax experience
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
PTU
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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