Welcome guest from TaxMama

Top Tax Changes for 2014 (Completed)

Date: Wednesday, November 26, 2014
Instructor: Eva Rosenberg, Kris Hix
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC

This webcast will give you the highlights of some of the most important issues we will be facing for the upcoming tax season. There are several in-depth classes being taught at CPE Link, like Vern Hoven's or Annette Nellen's. But if you want it short and sweet...this is the class for you.

Notes: 1) The topics are subject to change as key legislation develops before the class date. 2) We will not cover the ACA (Obamacare issues) — that even frightens us!

Who Should Attend
Tax practitioners at all levels regardless of tax practice who want to stay current on key tax issues and want more depth than is available in the usual overwhelming year-end review.

Topics Covered

  • Expiring or Renewed Provisions
  • Annual Filing Season Program (AFSP) news and requirements
  • Client Consents, Disclosures, Disclaimers
  • Foreign Assets, accounts — FBARs, FATCAs and other horrors
  • Updates to IRS Fresh Start provisions for tax balances, including the new Taxpayer Bill of Rights
  • Changes to Electronic Filing procedures
  • The Voluntary Classification Settlement Program (VCSP) — is it right for your client?
  • Business Expense substantiation Requirements — new provisions? Or is the IRS getting more touchy about enforcing existing documentation rules?
  • Key tax rulings and IRS Revenue Procedures
  • Update your website and client materials with...things to include your 2014 engagement letter — or CYA letter (template provided)

Learning Objectives

  • Recognize the important tax changes and procedures to better prepare you for the tax season.


Live webcast

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of taxation

Advance Preparation

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