This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

Learning Assignment & Objectives
As a result of studying the assigned materials, you should be able to meet the objectives listed below.

ASSIGNMENT
At the start of the materials, participants should identify the following topics for study:
Tax brackets
Tax credits
Deductions
Education credits
Business deductions & credits
Retirement plan contribution and phaseout limits
Gift and estate taxes
Virus Related Treasury & IRS notices and pronouncements
Families First Coronavirus Response Act paid leave requirements
Modified income tax filing & payment deadlines
CARES Act tax provisions

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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