2 CPE Under COVID-19 everything has changed this filing season - filing deadlines, IRS access, and so much more. Then, along comes the Stimulus Act with refunds, rebates, loans and new rules. We give you a summary of the key information your clients are asking about and you need to know.
This course covers the following topics:
- Important Information Sources for COVID-19 Times.
- Deadline Updates and Extensions.
- IRAs, Retirements and HSA Contributions v.
- Getting Stimulus Checks.
- Unemployment Benefits.
- Sec 139 Employer Paid Benefits and Assistance.
- Distributions from IRAs and Retirement Plans.
- Charitable Contributions.
- Aviation and Alcohol Taxes.
- Tax Credits related to Employees and Self-employed folks.
- Delayed FICA/Medi and SE Payments.
- Retroactive Changes.
- Sec 179, NOL, Excess Losses, minimum tax credit, interest limitation.
- Paycheck Protection Program (PPP).
- IRS - People First Initiative.
- Working with the IRS when no one is in the offices.
Learning Objectives
- Explore the Important Information Sources for COVID19 Times.
- Recognize IRAs, Retirements and HSA Contributions v.
- Explore Distributions from IRAs and Retirement Plans.
- Identify Tax Credits related to Employees and Self-employed folks.
- Recognize IRS - People First Initiative.
- Discover Aviation and Alcohol Taxes.
Last updated/reviewed: August 28, 2023
- 1. Claiming Dependents on a Tax Return
- 2. IRS Ethics and Conduct Rules: What Every Accountant Needs to Know
- 3. Practical International Tax for the Non-Specialist #7: Foreign Investment in US Real Property - FIRPTA
- 4. Practical International Tax for the Non-Specialist #6: Check The Box Overview (Entity Classification Election)
- 5. Setting Up Your New Foreign Sales Office for Success
- 6. Corporate Transactional Tax II - Stock Redemptions and Section 304 Transactions
- 7. U.S. Foreign Corrupt Practices Act: How to Stay Out of Trouble as You Expand Internationally
- 8. The Golden Rules of Sales and Use Taxes - The Basics
- 9. Practical Application For Accounting For Income Taxes Based On Income Part 1
- 10. IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
35 Reviews (201 ratings)
Reviews
Debra Johnson
( at Hagan & Johnson, CPA's ..)
The low rating is because there is no date on when this information was prepared; clearly a lot of it is now out of date. It was good information if we were in calendar year 2020. There was also typos which are unacceptable and as other commenters noted, a portion of the program lost sound. It is unacceptable to me that this has not been corrected.
Dinah Sarman-Moschetti
(Accounting Manager at Global Executive Management Services)
There were a few typos in the Test when compared to the support slides, so a detailed review may be in order. However these did not interfere with the dissemination of information. The course is relevant and well done.
Sherman Bamford
(Accountant at Carilion Clinic)
There is a lot of ground to cover in this course and instructor covers it thoroughly. A good course. I'm sure updates are (will be) necessary since things are changing so quickly.
Anonymous
(Controller)
This is the first course I have taken from this instructor, and I must say how impressed I am with the material, and the way it was effectively presented. Highly recommended.
Derek Ettinger
( at GP Fund Solutions, LLC)
Instructor spoke in a straightforward manner and was detailed in her explanations. However, the course slides are not well organized and there were some audio issues.
Stephen Sylvester
(Freelance Writer at Private)
I very much enjoyed the presenter's style and this course was extremely detailed and informative. I removed a star because audio cut out for several minutes.
Anonymous
(Owner)
a bit too much emphasis on filing and extensions but I understand the importance of it. Overall, a bit too much information for a short course period
A R
(Controller at -)
Covered all of the topics that are relevant to CARES. Instructors teaching style kept attention and moved at great pace to cover a lot of material.
Kevin Metcalf
( at Delta Flight Museum)
Stale and out of date. Unfortunately the platform doesn't appear to show when the course was released to determine if it is still valid.
Andrew DeLorme
( at Allscripts)
I liked the course, and thought the information was useful. I liked all the links and references - that was helpful.
Mark Eason
( at BVUA)
The editing was choppy. Sometimes I did not know if there was a computer problem or the recording had just stopped.
Anonymous
(Associate)
I probably took this course a little too late. Much of the material has been updated since this was put together.
Sualeha Khan
(Consultant at DLC Group)
There was a section when we couldn't hear the speaker but other than that the course was very informative.
Brian Meister
(- at International Hillel)
This course covered a lot of detail and systematically goes over important tax provisions of the cares act
Anonymous
(Manager)
Good overall review. I should've taken the course earlier, but still learned a couple of useful things.
Anonymous
(President)
Good Course
Chukwudinka Mason
(Auditor at National Reconnaissance Office)
This was very informative and I will recommend this to my colleague and friends of similar field.
Anonymous
()
Great links to resources and practical suggestions on navigating through the process.
Anonymous
()
Great course, thank you so much. It's very informative. Great job. Highly reccommend.
Anonymous
(CEO & Co..)
Good course, obviously applies to a point in time and looking forward to next update
Anonymous
()
Test answers do not seem consistent with course material or are misleading.
Anonymous
(-)
Overall good overview of COVID-19 related relief legislation. Thank you.
Norma Orozco
( at ADP)
This was a good refresher to me for what happened in 2020. Thank you!
Anonymous
(Controller)
Great overview of all relevant changes to our field. Would recommend.
Anonymous
(Associate Manager)
I felt I got a good rundown of the material passed earlier this year.
Anonymous
()
Excellent course. Great info. Keep the Great Job. Thank you !!!
Anonymous
(Accountant)
Very nice instructor and took the time to go over everything.
Anonymous
(CPA)
Thank you for the excellent overview and upbeat presentation!
Ross Connor
( at HVAC Incorporated)
The exam had some type errors and some confusing language.
Anonymous
()
Good overview of the huge number of COVID tax provisions.
Chante Caruso
( at N/A)
Very helpful in giving a general overview of the CARES Act!
Alice Jeanna Yu
(title at bank)
helpful and informative, nice to learn more about the topic
Anonymous
()
Good refresher on the tax changes brought on by covid 19
Bob Phipps
( at R.W. Phipps, PA)
probably a little dated, good stuff in there though...
Anonymous
(cpa)
There are typos in the exam; otherwise it was fine.
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Eva Rosenbergcourse online for 15 years
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
© 2024 Illumeo, Inc.