Individual Tax Series

2019 Annual Tax Season Update (for 2018 Tax Filings): Part 2

Course Overview

Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, the Tax Cuts and Jobs Act of 2017 will significantly affect tax planning and may also affect taxpayers' income tax liability. This course will examine many of those changes.

The Annual Tax Filing Season Update course, Part 1 and Part 2, discusses new tax law and recent updates for the 2019 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.

PLEASE NOTE that this course is offered for CPE credit and NOT for IRS Certification.



Learning Objectives:

After completing this course, the course participant should be able to:
  • Identify the types of income that must be recognized.
  • Determine the tax treatment of retirement income.
  • Recognize how to apply the tax rules to the various credits and adjustments to income that are available to taxpayers.
  • Recognize the options available to a taxpayer for paying any tax due or receiving a tax refund.
  • Identify the red flags indicating possible tax-related identity theft and suggested assistance to its victims.
  • Identify the laws and regulations requiring privacy and security of taxpayer data and the best practices tax preparers may implement to help assure it.
  • Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns.


  • Prerequisites/Advanced┬áPreparation:

    None

    Speaker / Author:

    Paul J. Winn CLU ChFC

    Education
    B.A. (Philosophy), St. John's University (1961 – 1964) Law School, University of Virginia (1964 – 1965) MBA program Binghamton University (1986-1989)
    CLU (1985)
    ChFC (1987)

    Experience
    Thirty years in the life insurance and investment industry (1965 – 1995). Nineteen years as a financial writer, editor and trainer (1995 – 2014).

    Mutual Life Insurance Company of New York
    Product developer
    Compensation officer
    Agent
    Sales manager

    Security Mutual Life Insurance Company
    General agent
    Marketing vice president
    Agency vice president
    Vice president - strategic planning officer

    Principal Financial Group
    Agency Manager

    Maryland Financial Corporation
    President

    Freelance Writer & Editor
    Published book author.
    Writer & editor of major mutual life insurance company’s agent training university. Creator of more than 200 insurance, securities and tax training courses in online, print and scripted classroom formats.

    Insurance Industry Involvement
    Member, Board of Directors, Baltimore Chapter of CLU & ChFC
    Chairman of Continuing Education, Baltimore Chapter of CLU & ChFC
    Moderator, GAMA Agency Managers Training Course (AMTC) Baltimore
    Member, Board of Directors, Southern Tier (NY) Chapter of CLU & ChFC
    President, Southern Tier (NY) Chapter of CLU & ChFC 1987-1989
    Member/Secretary, Advisory Board to New York State Insurance Department 1985-1989

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    Price (USD)

    Standard: $74.85

    Details

    Course Code : 99WIN16

    Release Date : 10/19/2018
    Expire Date : 10/19/2020
    Credits :
    CPE 3.00
    QAS 3.00

    Length : 2hr 30min
    Course Level : Basic
    Course Type : Self-Study
    Passing Grade : 70%
    Format Type : eLearning
    Mobile Compatible
    Field Of Study : Taxes

    Theme : Individual Tax Series

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