CPE Course Getting Ready for Busy Season: Review Individual Tax Form Changes

January 4, 2022

11:00am — 12:40pm

Location

Member Price $69.00Register after December 14 and pay $79.00
Non-member Price $99.00Register after December 14 and pay $109.00

Curriculum Taxation

Field of Interest Taxes (Technical)

Level Intermediate

Designed For

Any tax practitioner preparing or reviewing income tax returns for 2021

Objective

  • Understand new tax developments and the impact they have on the 2021 tax forms
  • Note changes in 2021 tax forms from the 2021 versions of the same forms

Highlights

  • Major 2021 tax form changes as they relate to individual taxpayers
  • Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms

 

Instructors

Mr. John L. Evanich Jr.

John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP -- the 10th-largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Mr. Evanich received a bachelor’s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master’s in Taxation program at Pace University in New York City.close

Prerequisites

Basic familiarity with tax rules relating to individual and pass-through entity taxation

Developer

Surgent McCoy CPE, LLC

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