December 28, 2022 – December 29, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: Federal & Arizona Tax Update - Individuals (Forms 1040 & 140) (Two Day Course)


With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues. This comprehensive class will not only review the current Federal and Arizona individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal and Arizona individual income tax filing season.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • Understand the major Federal and Arizona income tax laws impacting individuals.
  • Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual income tax returns.

Course Level



The Tax U More With This Vendor

Designed For

Tax accountants in public or private practice in need of power-packed two-day Federal & Arizona individual income tax update course. This is a great course to gear up for tax season.


Background in individual income tax law.

Event Leaders

Garverick, J Patrick

Rating: 4.88

Pat Garverick is a Certified Public Accountant (CPA) who began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country. In addition to being a CPA, Garverick is also a Certified Financial Planner (CFP®). Garverick has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. During his time in college Garverick earned a letter as a member of the Ohio State Basketball squad. He remains a staunch supporter of the sports programs at his alma mater, OSU.

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This session is a comprehensive review of the Federal and Arizona individual income tax provisions and tax forms/schedules that will affect the 2022 tax returns and 2023 tax projections with an emphasis on newly enacted tax legislation, court cases and Arizona Department of Revenue/IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules and Pat Garverick's Quick Reference Chart. Topics include but are not limited to:

  • Discuss the most recent individual income tax legislation passed to date (e.g., American Rescue Plan Act, SECURE Act, CARES Act and COVID-related Tax Relief Act, Taxpayer Certainty & Disaster Relief Act and Tax Cuts & Jobs Act).
  • Look at any changes to the Form 1040 and other related schedules and forms.
  • Review any Arizona law amending state statutes to conform to changes made to the Internal Revenue Code during the year.
  • Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, 461(l) business loss limitations, 163(j) interest deduction limitations and depreciation.
  • Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax).
  • Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit).

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