We recently updated our systems. If something isn’t working quite right, please tell us about it.

21SR-0033: Tax Advisers Update: Individual and Other Developments (Virtual)

Date Friday, November 19, 2021
Time 8:30am - 12:00pm
Central Time
Location Online
CPE credits CPE 4.0
of study
Taxes - Technical (4.0)
4.0 CFP
3.25 Continuing Legal Education
4.0 IRS CE approved
Instructors Daniel Greenhagen, JD
CliftonLarsonAllen LLP
Christopher Hesse, CPA
CliftonLarsonAllen LLP
Early Bird Member Fee
(through 11/5/2021)
Early Bird Nonmember Fee
(through 11/5/2021)
Standard Member Fee $175.00
Standard Nonmember Fee $200.00
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.


Stay on track with the important tax updates, guidance and tips you'll need to ensure a successful tax season and meaningful planning conversations with clients. Examine recent individual tax developments and legislative changes affecting your tax returns and find out how they influence tax planning. Learn how to handle the latest tax legislation affecting your individual clients, including the Consolidated Appropriations Act and the American Rescue Plan Act. Explore ways to enhance taxpayer cash flow and come away with on-target tax planning strategies for your individual clients.

Who should take this program?

CPAs and tax advisers who need to know the latest individual tax law changes and planning opportunities

Major subjects

  • Individual tax provisions from the Consolidated Appropriations Act (CAA), American Rescue Plan Act (ARPA) and other legislation
  • Real-world planning tips and examples from a practitioner's viewpoint
  • Planning strategies for higher future tax rates
  • Final Section 1031 regulations
  • Recent court cases involving charitable contributions
  • Developments related to Schedule A and other individual deductions

Learning objective(s)

  • Identify strategies enabling clients to claim valuable individual tax credits
  • Understand the importance of targeting clients’ AGI in 2021
  • Evaluate risks and opportunities regarding individual deductions


Course code Code 21SR-0033
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Level Update
Format Group Internet Based
Prerequisites Prereq. None
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.