2017 Federal Tax Update for Individuals and Businesses, Including ACA

Tuesday, January 23, 2018
You have one year from airing date to use this course as credit.
2:00 PM – 4:30 PM ET
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Continuing Education

CPE Program Knowledge Level: Update
3 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0121
IRS/RPO Approved Program
IRS RPO Course #: Coming Soon

Special 3 CPE credit - Federal Tax Law Update - 3 hour program

This 3 CPE January program can Only be obtained as part of a 15 CPE or 3 CPE package.

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A moderated panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

Among the topics our expert panel will take up are the administrative and legislative changes to the rules affecting the filing of both individual and business returns for the 2017 tax year, including any enacted or proposed tax reform. Panelists will provide updates on the start of the current filing season, the implementation of the Affordable Care Act individual and employer mandates, and IRS regulation of return preparers. Panelists will also look at tax provisions that are expiring and the prospects for extending those provisions. Panelists will discuss recent legislative and administrative developments relating to filing 2017 tax returns to ensure complete understanding.

Program Learning Objectives

1) Identify the changes to tax forms for the 2017 tax year.

2) Identify tax provisions that have expired or that have been extended for the 2017 and 2018 tax years and any new legislation or administrative pronouncements that affect those tax years.

3) Identify how IRS is authorized to enforce the provisions of the Affordable Care Act and the responsibilities that fall on individuals and employers in meeting the requirements of the Act.

4) Identify how the IRS regulates tax return preparers and ensures their qualifications to prepare federal tax returns.

Program Outline


Alan Pinck, EA
Pinck & Associates

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently a speaker at the NTPI events, CSEA Super Seminar as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

Industry Panelists

Mary Sunderland, EA, USTCP, NTPI Fellow™, CFP®, CFA®, CDFA™, MBA

Mary Sunderland is an Enrolled Agent, the highest credential awarded by the Internal Revenue Service. She is licensed to prepare individual, business and trust tax returns and represents clients before IRS at all administrative levels for audits, collections and appeals. Mary is also admitted to practice before the United States Tax Court. She is a Director of New Jersey Society of Enrolled Agents.

Mary volunteers her time to represent taxpayers during the US Tax Court calendar call, and also volunteers for pro bono tax representation through Taxpayers Assistance Corporation, the public service division of Agostino & Associates, and pro bono tax preparation through the Volunteer Income Tax Assistance (VITA) program.

Mary spent 20 years on Wall Street as an equity analyst and portfolio manager for small and large companies. From 1999 to 2004, she was with Principal Investment Management managing over $2.0 billion in large cap growth portfolios. She joined Principal after a 10-year career with Skandia Asset Management. At Skandia, she directed their $3.0 billion U.S. equity large cap growth portfolios and U.S. technology portfolios. She had more than a decade of prior experience with Value Line.

Mary received an MBA in finance from the Columbia University Graduate School of Business and a BA in economics from Northwestern University.

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the
Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.