LIVE ONLINE LEARNING • 2020

All courses for the 2020 seminar season will be offered Live ONLINE.These online sessions will include all your favorite speakers and will be very easy to attend;

once registered, attendees will be sent a secure link in an email and the session will open in a browser window. (You MUST use Google Chrome Or Mozilla FireFox.)

Please visit our website www.GearUpTaxUtah.com and review ourFrequently Asked Questions (FAQ) section for additional information.

All tax practitioners from any state are welcome to participate in any of the courses. No credential or membership restrictions apply.

2020 REGISTRATION NOW OPEN!

1040 Individual Tax - Schedule #1 Oct. 29-30, 2020 16 CPE Credits $319

Business Entities Nov. 10, 2020 8 CPE Credits $179

1040 Individual Tax - Schedule #2 Nov. 23-24, 2020 16 CPE Credits $319

Ethics for the Tax Professional Nov. 25, 2020 2 CPE Credits $99

Federal Tax Update Dec. 15, 2020 8 CPE Credits $179

www.GearUpTaxUtah.com

Please take note of the registration deadlines listed for each seminar. Late registrations cannot be accepted for live online courses.

www.GearUpTaxUtah.com

WHAT YOU NEED TO KNOW: This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season.

We will discuss:• Key tax incentives of the Families First Coronavirus Response Act• 2020 economic stimulus incentives authorized for individual taxpayers• Late filing and payment penalty relief under Notices 2020-17 and 2020-18• SECURE Act changed many aspects of retirement decisions and planning with the elimination

of several long-used tools such as the stretch-out distribution rules. A comprehensive update of retirement post SECURE Act changes.

• The Tax Extender and Disaster Relief Act passed late in 2019 contain more than the name implies. What was the act about and how will it affect my client.

• Section 199A’s QBI deduction – IRS keeps moving our understanding of this complicated Code Sec. Updated discussion on Safe Harbor provisions, aggregation rules and new rulings from IRS

• Expanding the discussion on Social Security and Medicare helpful planning tips and tools to assist clients with Medicare and Social Security decisions by planning before the ages of 62-67. Complying with the Data Security Rules as required by IRS.

• Qualified Opportunity Zones, final regulations and how is the QOZ election made on the tax return• Non-employee compensation and new Form 1099-NEC.• The intersection of excess business losses, NOL’s and the QBI deduction• Tax challenges facing special industries including shared economy businesses and marijuana

dispensaries• What will the IRS look like after the implementation of the – Taxpayer’s First Act plus the additional

modifications made by other recent acts.• Luxury automobile depreciation amounts safe harbors planning with the larger depreciation

deductions post TCJA.

1040 INDIVIDUAL TAX16 CPE CREDITS | TAXATION | BASIC | LIVE ONLINE 2 DAYSFOR: CPA, EA, CTEC, CFP, ALL TAX PROS

1040 INDIVIDUAL TAX 16 CPE CREDITS | 2 DAYS | TAXATION | BASIC

1040 Individual Tax Live ONLINE 2-Day Seminar - Schedule #1 October 29-30, 2020 8:00 am — 4:30 pm daily (Mountain Time)

$319 – Registration must be received by Oct. 15 - we cannot accept registrations after this date.

1040 Individual Tax Live ONLINE 2-Day Seminar - Schedule #2 November 23-24, 2020 8:00 am — 4:30 pm daily (Mountain Time)

$319 – Registration must be received by Nov. 9 - we cannot accept registrations after this date.

www.GearUpTaxUtah.com

WHAT YOU NEED TO KNOW: The Gear Up Business Entities seminar is designed by tax practitioners for tax practitioners. It is the most comprehensive update and review of tax and economic issues facings small businesses.

Course coverage includes: • Understanding the issues surrounding the Paycheck Protection Program, including associated loss

of tax credits.• Requirements of new COVID sick and family medical leave. • The New “Form 7200” what you need to know. • CARE Act technical corrections. • IRS Audit Regime Changes. • Revision of loss limitations. • New changes to NOLs. • Pros and cons of accounting method changes. • Employee Retention Credit. • Payroll tax deferral. • Other timely topics.

BUSINESS ENTITIES8 CPE CREDITS | TAXATION | BASIC | LIVE ONLINE 1 DAYFOR: CPA, EA, CTEC, CFP, ALL TAX PROS

BUSINESS ENTITIES 8 CPE CREDITS | 1 DAY | TAXATION | BASIC

Business Entities Live ONLINE 1-Day Seminar November 10, 2020 8:00 am — 4:30 pm (Mountain Time)

$179 – Registration must be received by Oct. 27 - we cannot accept registrations after this date.

www.GearUpTaxUtah.com

WHAT YOU NEED TO KNOW: The Office of Professional Responsibility (OPR) has been very busy, ensuring that Circular 230 Practitioners (that’s us) follow rules that prescribe and proscribe our behavior.

We will discuss what we can—and must—do to assist our clients while maintaining ethical integrity and complying with Circular 230 rules.

Meets CTEC criterion for the 2 hour ethics requirement.

In many states, this course qualifies for CPA ethics. Please determine with your local licensing agency if this qualifies in your states. Not applicable in California for CPA requirements.

ETHICS FOR THE TAX PROFESSIONAL2 CPE CREDITS | REGULATORY ETHICS | BASIC | LIVE ONLINECREDITS ONLY APPLY FOR: EA, CTEC

ETHICS FOR THE TAX PROFESSIONAL 2 CPE CREDITS | REGULATORY ETHICS | BASIC

Ethics for the Tax Professional Live ONLINE 2-Hour Seminar November 25, 2020 9:00 am — 11:00 am (Mountain Time)

$99 – Registration must be received by Nov. 11 - we cannot accept registrations after this date.

www.GearUpTaxUtah.com

WHAT YOU NEED TO KNOW: Get the absolute latest breaking tax developments! Written and taught by practitioners, this full day webinar gives you the latest developments and features full coverage of all new federal taxation legislation, IRS pronouncements, and judicial decisions issued during the past 12 to 18 months. Participants will learn techniques and tax planning ideas on reducing taxes through effective planning and receive the most current updates on key tax issues affecting their clients. Attend this tax update and come away with real-world solutions to real-world problems.

Topics include:• Refundable payroll tax credits for required paid family and sick leave in the Families First

Coronavirus Response Act (FFCRA)• Key business and individual tax developments of the Coronavirus Aid, Relief, and Economic

Security Act (CARES Act)• Proposed regulations clarifying deductibility of meal and entertainment expense• Net operating and excess business losses in the wake of the CARES Act• Qualified improvement property• Tax planning strategies for individuals and businesses • Tax developments affecting business entities including C corporations, S corporations, Partnerships,

and LLCs• Tax developments impacting individual taxpayers

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

FEDERAL TAX UPDATE8 CPE CREDITS | TAXATION | BASIC | LIVE ONLINEFOR: CPA, EA, CFP, ALL TAX PROS

FEDERAL TAX UPDATE 8 CPE CREDITS | 1 DAY | TAXATION | BASIC

Federal Tax Update Live ONLINE 1-Day Seminar December 15, 2020 8:00 am — 4:30 pm (Mountain Time)

$179 – Registration must be received by Dec. 1 - we cannot accept registrations after this date.

Registration FormFor Live ONLINE Gear Up Seminars — 2020Print or Type. One registrant per form. Duplicate if necessary.

THIS IS A FILLABLE PDF FORM.

Please register me for the following seminars:

Date: _______________________

Name: ____________________________________________Company/Firm: _____________________________________Mailing Address: ____________________________________City: ______________________________________________State: __________________ Zip: _______________________Email*: ____________________________________________

Required Information: CPA License # _______________ EA PTIN # __________________ AFSP PTIN # ________________ I DO NOT REQUIRE CPE CREDIT

Phone: _______________________Cell: _________________________

Use your complete full name per your license and/or IRS PTIN registration.IF IT DOESN’T MATCH EXACTLY, CPE CREDITS WILL NOT BE POSTED.

SEMINAR LOCATION DATES PRICE

1040 Individual Tax - Schedule #1 ONLINE October 29-30, 2020 $319

Business Entities ONLINE November 10, 2020 $179

1040 Individual Tax - Schedule #2 ONLINE November 23-24, 2020 $319

Ethics for the Tax Professional ONLINE November 25, 2020 $99

Federal Tax Update ONLINE December 15, 2020 $179

Total Due: ______________Make checks payable to: The Seminar Support Group IncEnclosed is my:

Check #___________ VISA MasterCard American Express

Card # _______________________________ Exp. Date: _________________

Cardholder’s Name: ______________________________________________

Signature of Cardholder: __________________________________________

MAIL TO: The Seminar Support Group Inc Phone: 801-571-8207PO Box 901055 Email: jan@gearuptaxutah.com

Sandy, UT 84090-1055

**EMAIL INFORMATION: Please provide your individual email information. You will be notified by email confirming your seminar registration and if any changes are made to the date, time or seminar login information. We CANNOT send multiple login credentials to one firm email address.

REGISTRATION INFORMATION: This registration form is valid only for the seminars listed above because each location sets its own pricing. Please REGISTER EARLY! We cannot accept registrations after the deadline dates listed and cannot guarantee availability for each course.

CANCELLATION / SUBSTITUTION POLICY: Registration fee, less a $25 refund processing charge, will be refunded upon cancellation notice received up to 14 days before the seminar date. If cancelled less than 14 days from the seminar date, a 25% service fee will also be deducted from the registration fee refunded. No refunds will be issued after the first day of the seminar. No show, no refund. Registration is transferable to another person. Please notify us of any substitutions as soon as possible so that name changes can be made prior to the seminar date.

For Office Use Only