Taxation CPE
Debt 2022 - 3 CPE Credit Hours
This mini-course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed.
Selected Business Expenses 2020 - 2 CPE Credit Hours
This mini-course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction. Furthermore, practitioners can use this as a guide to determine which of their clients’ taxes are …
Tax Bankruptcy and Financial Problems 2023 - 3 CPE
Texas Compliance Pending. Tax, Bankruptcy, and Financial Problems Mini-Course Description & Study Guide This course explores many tax issues that arise from filing for bankruptcy. Also addressed are asset protection for the …
Family Tax Planning 2020 - 24 CPE Credit Hours
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. …
Estate and Gift Taxation 2021 - 40 CPE Credit Hours
Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing …
1040 Workshop 2023 - 28 CPE Credit Hours
The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Sig-nificant new developments are summarized with an emphasis on tax savings ide-as. Practical …
Interest 2020 - 2 CPE Credit Hours
This course focuses on tax issues affecting the treatment of interest and debt. It covers the definition of bona fide debt, the impact of related parties, the avoid-ance of equity and lease characterization, and deductible versus nondeductible interest …
Business Taxation 2023 - 24 CPE
Texas Compliance Pending. Business Taxation Course Description & Study Guide Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to …
Corporate Taxation 2021 - 2 CPE Credit Hours
This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantages of corporations are examined; incorporation and capitalization …
Selected Business Expenses 2022 - 2 CPE Credit Hours
Business expenses are the costs of carrying on a trade or business, and they are usually deductible if the business is operated to make a profit. This mini-course reviews various expenses that businesses may deduct and the requirements that must be met …
Medical Charitable and Casualty 2023 - 2.5 CPE
We may all confront issues that directly impact how much we can deduct. This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in …
Estate and Gift Taxation 2020 - 40 CPE Credit Hours
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Passthrough Business Deduction 2021 - 3 CPE Credit Hours
The text provides a selected overview of the basic components of this below-the-line deduction. Qualified business income, taxpayer's taxable income, wage/capital limit, specified services trade or businesses, and other key components are not only defined …
Corporate Tax Planning 2022 - 21 CPE
Texas Compliance Pending Course description and objectives: This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent …
Easy Update and Inflation Adjustments 2019-2020 - 6 CPE Credit Hours
This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special …
Inflation Reduction Act ("IRA") Summary 2023 - 2 CPE
For most of 2022, it was doubtful that Congress would enact any tax legislation. However, Democrats were finally able to negotiate and pass the Inflation Reduc-tion Act (IRA) in August 2022. This course summarizes the tax legislation em-bodied in the IRA …
Bankruptcy Tax Issues 2021 - 2 CPE Credit Hours
The Bankruptcy Abuse Prevention and Consumer Protection Act was enacted to minimize abuse of the bankruptcy system. Included in this Act were tax law changes and other changes that individuals, partnerships, and corporations will see in the bankruptcy …
Partnership Taxation 2021 - 24 CPE Credit Hours
Texas Compliance Pending The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem …
Debt 2023 - 2.5 CPE
This mini-course brings the practitioner information on tax issues affecting in-terest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to …
Property Dispositions 2020 - 2 CPE Credit Hours
Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors to seek “escape hatches” from fluctuating capital gains taxes. Tax-deferred exchanges permit the disposi-tion of …
Debt 2024 - 2.5 CPE
Texas Compliance Pending. This mini-course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the …
Installment Sales 2021 - 2 CPE Credit Hours
This mini-course discusses the particulars of installment sales, including requirements, calculation, and pitfalls. Cross issues such as a combined installment sale and like-kind exchange, the impact of related parties, pledging, repossession and …
Business Taxation 2022 - 24 CPE Credit Hour
This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner.
Business Travel and Entertainment 2020 - 2 CPE Credit Hours
Taxpayers are once again looking to CPAs for guidance and planning related to travel and entertainment expenses. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions.
Estate & Gift Taxation 2023 - 34.5 CPE
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.
Making the Best of Bad Situations 2020 - 20 CPE Credit Hours
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, …
Corporate Tax Planning 2021 - 25 CPE Credit Hours
This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed.
2023/2022 Easy Update & Inflation Adjustments - 8 CPE
This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special …
Making the Best of Bad Situations 2020 - 2 CPE Credit Hours
This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks. Property transfers, as-set divisions, alimony, filing status, exemptions, and child support are examined. The …
Tax Bankruptcy and Financial Problems 2023 - 19.5 CPE
Texas Compliance Pending. Tax, Bankruptcy, and Financial Problems Course Description & Study Guide Test the treacherous (and shark-infested) waters of tax, bankruptcy, and finan-cial problems. This course will teach …
Debt 2021 - 3 CPE Credit Hours
This mini-course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed.
Estate and Gift Taxation 2022 - 40 CPE Credit Hours
Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing …
Passive Loss and At-Risk Rules 2023 - 2.5 CPE
With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or sus-pended. Updating practitioners on the practical aspects of §469, this course ad-dresses the …
Concepts and Mechanics of Exchanges 2020 - 16 CPE Credit Hours
This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze, and handle effectively the complex tax problems that arise under 1031. This understanding will be …
Passive Loss and At-Risk Rules 2021 - 3 CPE Credit Hours
With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended. Updating practitioners on the practical aspects of §469, this course ad-dresses the needed …
Dealing with Debt and Interest 2022 - 18.5 CPE
Texas Compliance Pending This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed …
Education Tax Benefits 2020 - 2 CPE Credit Hours
Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will …
Passive Losses 2022 - 10.5 CPE
Texas Compliance Pending. Course Description & Study Guide This course addresses the practical aspects of §469 and the needed skill to han-dle pragmatic issues. Fundamentals are reviewed, planning opportunities identi-fied, …
Selected Business Expenses 2021 - 2 CPE Credit Hours
Business expenses are the costs of carrying on a trade or business, and they are usually deductible if the business is operated to make a profit. This mini-course reviews various expenses that businesses may deduct and the requirements that must be met …
Passive Losses 2021 - 16 CPE Credit Hours
Texas Compliance Pending This course addresses the practical aspects of §469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and …
Divorce Transfers and Settlements 2023 - 2 CPE
Texas Compliance Pending. Divorce Transfers & Settlements Mini-Course Description & Study Guide Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living …
S Corporations 2020 - 3 CPE Credit Hours
In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is …
Divorce Transfers and Settlements 2024 - 2 CPE
Texas Compliance Pending. Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset …
Tax Bankruptcy and Financial Problems 2021 - 3 CPE Credit Hours
This course explores many tax issues that arise from filing for bankruptcy. Also addressed are asset protection for the tax practitioner and medical costs covered under §213. There is an examination of property settlements and other transfers incident to …
Employment Taxes - 2 CPE Credit Hours
This course will detail the federal employment tax requirements and responsibility that employers have for filing returns and making tax payments on a timely basis. Although requirements also apply in most states for income tax withholding and …
Tax Code Updates for Business Provisions 2021 - 13 CPE Credit Hours
The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is …
Tax Cuts and Jobs Act - Individual Tax Reform Quick Review - 1 CPE Credit Hour
The Tax Cuts and Jobs Act will dramatically change the US tax code in 2018. This course will provide a quick review of the entire Tax Cuts and Jobs Act Bill (H.R.1.). This course will provide a summary description of all provisions referenced in the Tax …
Estate Taxes 2021 - 6 CPE Credit Hours
Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will …
