CPAR Taxes  |  Format: Flash

2019 Filing: New Processes and New Forms

Course Overview
Recent changes in tax policy and procedure � emanating from the IRS, the courts, and even from the halls of Congress � will change the way that tax advisers prepare and file 2019 returns. Barbara Weltman, president of Big Ideas for Small Business, highlights those areas where the new tax forms and the latest tax processes will modify what information must be collected from clients as well as how it is submitted to the Service.

Learning Objectives
Upon successful completion of this segment, you should be able to:

  • Explain the organizational changes imposed by the new Taxpayer First Act, signed into law;
  • Distinguish the new forms the IRS is developing and know when they will be enforced;
  • Identify the requirements under the tax code to qualify for a loan from an IRA account, SEP or SIMPLE account; and
  • Define what the IRS considers a �Financial Disability� and how can a taxpayer qualify.

    Catalog Number: CPAR1412-FM
    CPE Credits: 2 Registry / 2 QAS
    Author: CPA Report
    Advanced Preparation:
    Work experience in tax planning or tax compliance, or an introductory course in taxation.
    Course Level: Update
    Field of Study: Taxes
    Content Partner: CPA Reports Online
    QAS: QAS Certified based on 50 minute hours.
    Course Type: Self-Study
    Minimum Passing Grade: 70%
      You are allowed 2 attempts to pass the final exam in a 30 day period. You will be locked out of the final for 30 days after any second failure.
    Soft/Hardware Reqs.:  Adobe Acrobat® Reader for the .pdf files
     56k or Greater Internet Connection
     Modern DHTML Compatible Browser
     Ram: 256 MB minimum
     Sound card with speakers/headphones
     Windows or Mac OS
    Release/Expiration Dates: Sep 25, 2019 / Nov 08, 2020