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Year 2021 Tax Update

This comprehensive federal Tax Update will cover all new tax legislation, including a comprehensive review of the changes made by the American Rescue Plan Act, the Consolidated Appropriations Act, and other new tax legislation enacted by the Biden administration; and other new regulations, cases, and rulings in all areas of federal taxation through October 15, 2021.

Learning Objectives

After completing this course the participant will be able to:

  • Describe the options for distributions from qualified plans and IRAs and the effect on stretch IRAs.
  • Explain new developments that affect S corporations, LLCs, and partnerships.
  • Summarize the most recent tax accounting provisions.
  • Describe the latest changes affecting passive activity losses, including the rules that apply to real estate professionals.
  • Discuss the newly issued final regulations on the deductibility of entertainment expenses, business meals, travel meals, and meals related to an entertainment activity.
  • Discuss the deduction under §199A for qualified business income and how to ­calculate the deduction and the problems that have been encountered by tax return preparers, including defining a specified service business, safe harbor test of Rev. Proc. 2019-38, alternative options to Rev. Proc. 2019-38, self leasing rules, and aggregation rules.
  • Describe the latest developments on depreciation; bonus depreciation, §179 deduction, and the status of qualified improvement property.
  • Discuss the current status of the return preparer rules, e-filing requirements, and PTINs.
  • Describe the latest developments in IRS procedures and practices, including Circular 230.
  • Discuss the recent changes in the estate and gift tax rules.
  • Discuss recent developments in employment and self-employment tax.

 Course level: Update

 Prior knowledge required:
 Working knowledge of federal income taxation

The AES Tax Update seminar counts toward continuing education requirements for CPAs, and for enrolled agents and tax return preparers as 1 hour Federal tax ethics and 7 hours Federal tax update. Some states have state-specific content requirements that will not be covered in this course.

IRS Program IDs:  MF2AY-E-01111-21-I,O; MF2AY-U-01110-21-I,O
(1 hour ethics, 7 hours federal tax update) 

CFP Program ID:  TBA (8 hours)

CTEC Program ID:  1066-CE-1196
(1 hour ethics, 7 hours federal tax update)

Price:

  • $195 per person
  • $650 Pass for unlimited online-only seminars through February 11, 2022 (for one person)
  • $750 Pass for unlimited online or in-person seminars through February 11, 2022 (for one person)
  • Firm Pass: See the Pass page or call 720-389-5900 for pricing

 

Mark A. Vogel

Mark Vogel

Isaac Lodico

Isaac Lodico

Mark Merric

Mark Merric

Claire O'Neal

Claire O'Neal

Mick Walker

Mick Walker

 

 


The Year 2021 Tax Update seminar will be taught in all the locations above, Nov. 2021-January 2022, and 25 times live online. Click on a state on the map and/or scroll down to search the list at the bottom of this page.

The AES Tax Update is well known as a detailed update covering not only new tax legislation, regulations, and other guidance, but also recent court cases whose outcomes impact your tax practice. The instructors are experienced CPAs and tax attorneys who consistently receive high marks as seminar leaders. You will receive the slides that the instructor will use (a printed manual if you attend in person or a searchable PDF if you attend online) as well as a PDF of the substantial 14-chapter manual. It is a valuable reference that you will use often during busy season. 

Year 2021 Tax Update Seminar ONLINE

Online seminar times are given in Mountain Time
Eastern is 2 hours later
Central is 1 hour later
Pacific (and Arizona before Nov. 7) is 1 hour earlier
 

   Date Mountain Time   Instructor
#811       11/16/2021       8:30 a.m.-4:30 p.m.       O'Neal
#812 11/29/2021 7:30 a.m.-3:00 p.m. O'Neal
#813 12/1/2021 9:30 a.m.-5:00 p.m. O'Neal
#814 12/3/2021 7:30 a.m.-3:00 p.m. Lodico
#815 12/6/2021 7:30 a.m.-3:00 p.m. O'Neal
#816 12/8/2021 8:30 a.m.-4:00 p.m. O'Neal
#817 12/10/2021 7:30 a.m.-3:00 p.m. O'Neal
#818 12/13/2021 9:30 a.m.-5:00 p.m. O'Neal
#819 12/15/2021 8:30 a.m.-4:30 p.m. Vogel
#820 12/17/2021 7:30 a.m.-3:00 p.m. O'Neal
#821 12/20/2021 7:30 a.m.-3:00 p.m. Vogel
#822 12/21/2021 8:30 a.m.-4:00 p.m. Vogel
#823 12/22/2021 9:30 a.m.-5:00 p.m. Vogel
#824 1/4/2022 9:30 a.m.-5:00 p.m. O'Neal
#825 1/5/2022 7:30 a.m.-3:00 p.m. Lodico
#826 1/7/2022 8:30 a.m.-4:30 p.m. Vogel
#827 1/11/2022 7:30 a.m.-3:00 p.m. O'Neal
#828 1/13/2022 9:30 a.m.-5:00 p.m. O'Neal
#829 1/18/2022 7:30 a.m.-3:00 p.m. O'Neal
#830 1/20/2022 7:30 a.m.-3:00 p.m. O'Neal
#831 1/21/2022 8:30 a.m.-4:30 p.m. Vogel
#832 1/25/2022 7:30 a.m.-3:00 p.m. O'Neal
#833 1/27/2022 9:30 a.m.-5:00 p.m. Lodico
#834 2/1/2022 9:30 a.m.-5:00 p.m. O'Neal
#835 2/3/2022 7:30 a.m.-3:00 p.m. Lodico

 

For details on how AES Internet courses work, please see the Internet Courses page. You can type in questions that the instructor will answer during the seminar, but only the instructor is seen or heard online.

 


Code Seminar Location Get details or register

Attend an AES seminar and see why our participants say,

“The real-life cases and decisions were extremely insightful.”

“Great! Well balanced program and I learned techniques I will use in my practice.”

“It was fascinating!”

“The material covered is applicable to a wide range of clients.”

“This is the best class I have taken in 30 years of practice!”

 

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Contact Us

Accountant's Education Services
4380 S Syracuse St Ste 110
Denver, Colorado 80237
720-389-5900 · Fax 720-708-3246
info@aestax.com

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