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Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST


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8.0 Credits

Member Price $325.00

Non-Member Price $375.00


With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season.


Discuss the most recent individual income tax legislation passed to date (e. g. , American Rescue Plan Act, SECURE Act, CARES Act and COVID-related Tax Relief Act, Taxpayer Certainty and Disaster Relief Act and Tax Cuts and Jobs Act). Review numerous individual income tax provisions related to business (i. e. , sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction. Schedule 461(l) business loss limitations. Schedule 163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i. e. , income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3. 8% net investment income tax). Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e. g. , child tax credit and dependent care credit). Look at any changes to the Form 1040 and other related schedules and forms.


Background in individual income tax law.

Designed For

Tax accountants in public or private practice in need of power-packed one day Federal individual income tax update course. This is a great course to gear up for tax season.


Understand the major Federal income tax laws impacting individuals. Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual income tax returns.






Leader Bios

J Patrick Garverick, The Tax U

5 stars out of 5 - speaker rating for 2019

“[Pat Garverick] is very knowledgeable and an expert in his field of teaching. I would highly recommend him to colleagues.“ - past attendee

Pat began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Pat began his own tax and financial planning business as well as writing, reviewing and teaching tax and financial planning CPE training courses around the country. As an award winning discussion leader, Pat’s knowledge, expertise and high energy has made him one of the profession’s highest rated speakers resulting in numerous perfect scores for both knowledge and presentation skills.

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Non-Member Price $375.00

Member Price $325.00