Santucci
Getting Cash Out of Your Business 2023 - 19 CPE
This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit …
Getting Cash Out of Your Business 2024 - 19 CPE
Texas Compliance Pending. This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses.
Education Tax Benefits 2025 - 2 CPE
Texas Compliance Pending. 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 …
Bankruptcy Tax Issues 2023 - 2 CPE
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 …
Bankruptcy Tax Issues 2024 - 2 CPE
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 …
Travel, Entertainment, & Auto Rules 2024 - 15.5 CPE
Texas Compliance Pending. Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions.
S Corporations 2025 - 3 CPE
Texas Compliance Pending. 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 …
Estate Planning with Business Issues 2023 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Entities and Title 2024 - 2 CPE
Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C …
Estate Planning with Business Issues 2025 - 2 CPE
Texas Compliance Pending. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate problems and death taxes, this comprehensive guide examines …
Estate Tools and Trusts 2023 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preserva-tion, and disposition of property at the minimum possible tax cost. This excep-tional mini-course …
Special Problems In Real Estate Taxation 2023 - 11 CPE
Special Problems in Real Estate Taxation Course Description & Study Guide Course description and objectives: This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem …
Fast Track Retirement Planning 2024 - 17.5 CPE
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
Making the Best of Bad Situations 2025 - 2 CPE
Texas Compliance Pending. This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks. Property transfers, asset divisions, alimony, filing …
Divorce Transfers and Settlements 2023 - 2 CPE
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 together arrangements. Current per-spectives on property …
Employee Compensation and Benefits 2024 - 3.5 CPE
The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks. Certain …
Fast Track Retirement Planning 2025 - 2.5 CPE
This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies.
Retirement Plans 2023 - 3.5 CPE
Mini-Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for partici-pants who wish to attain a comfortable retirement …
Getting Cash Out of Your Business 2023 - 3 CPE
Texas Compliance Pending. Getting Cash Out Of Your Business Mini-Course Description & Study Guide This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package …
Asset Protection - Tax & Financial Aspects 2024 - 17.5 CPE
This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax
Family Tax Planning 2025 - 2 CPE
Texas Compliance Pending. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family …
Basic Fringe Benefits 2023 - 4 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, …
Estate Planning with Business Issues 2024 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Asset Protection 2025 - 2 CPE
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.
Tax, Bankruptcy and Financial Problems 2025 - 3 CPE
Texas Compliance Pending. 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.
Family Tax Planning 2023 - 2 CPE
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cov-er “hot” topics having a direct impact on the practitioner who represents any client with family …
Estate Tools and Trusts 2024 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course …
Selected Business Expenses 2025 - 2 CPE
Texas Compliance Pending. 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 …
Partnership Taxation 2023 - 2 CPE
The mini-course will examine tax issues relating to the formation and operation of partnerships. Participants will gain familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its …
Fast Track Retirement Planning 2023 - 17.5 CPE
Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for partici-pants who wish to attain …
Partnership Taxation 2024 - 13.5 CPE
Texas Compliance Pending. The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain familiarity with basic areas of partnership taxation so as to recognize a problem …
Medical Charitable & Casualty 2025 - 2.5 CPE
Texas Compliance Pending. 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 relation to …
Education Tax Benefits 2023 - 2 CPE
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. Prac-titioners will …
Corporate Taxation 2024 - 2 CPE
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 …
Retirement Plans 2025 - 3.5 CPE
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
S Corporations 2023 - 3 CPE
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 cor-poration is …
Travel Entertainment and Auto Rules 2023 - 16.5 CPE
Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fun-damentals are reviewed and planning opportunities are identified. Creative strategies are discussed …
Concepts & Mechanics Of Exchanges 2024 - 13.5 CPE
Texas Compliance Pending. While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the …
Basic Fringe Benefits 2025 - 4 CPE
Texas Compliance Pending. This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting.
Business Travel and Entertainment 2023 - 2 CPE
Business Travel & Entertainment Mini-Course Description & Study Guide 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 …
