Santucci
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 …
Complete Guide to Estate & Gift Taxation 2024 - 35 CPE
Texas Compliance Pending. 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 explanation of tax …
Concepts and Mechanics of Exchanges 2025 - 13.5 CPE
Texas Compliance Pending. 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 …
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 …
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 …
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, …
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 …
Passthrough Business Deduction 2025 - 2 CPE
Texas Compliance Pending. In the face of this complexity, the text provides a selected overview of the basic components of this below-the-line deduction.
Passthrough Business Deduction 2023 - 2 CPE
The Tax Cuts and Jobs Act (P.L. 115-97), enacted Dec. 22, 2017, created, under §199A, a new deduction for up to 20% of qualified business income (QBI) from partnerships, limited liability companies (LLCs), S corporations, trusts, estates, and sole …
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.
Business Taxation 2023 - 24 CPE
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 make demands. The nation's tax laws are intended to …
Basic Marital Tax Matters 2025 - 2 CPE
Texas Compliance Pending. In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored.
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 Tax Planning 2024 - 21 CPE
This course examines and explains the practical aspects of using a 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.
Choice of Entity 2025 - 22.5 CPE
Texas Compliance Pending. This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations.
Installment Sales 2023 - 2 CPE
Installment Sales Mini-Course Description & Study Guide An installment sale is a sale of property where one or more payments are re-ceived after the close of the tax year. This mini-course discusses the particulars of installment sales, including …
Business Travel and Entertainment 2025 - 2 CPE
Texas Compliance Pending. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals …
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 …
Debt 2024 - 2.5 CPE
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 economically troubled client, special attention is devoted to …
Property Dispositions 2025 - 2 CPE
Texas Compliance Pending. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences of home sales, foreclosure, repossession, and other real …
Property Dispositions 2023- 2 CPE
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 …
Corporate Taxation 2025 - 2 CPE
Texas Compliance Pending. 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.
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 …
Installment Sales 2025 - 2 CPE
Texas Compliance Pending. This mini-course discusses the particulars of installment sales, including requirements, calculations, and pitfalls. Cross issues such as a combined installment sale and like-kind exchange, the …
Employee Compensation and Benefits 2023 - 3.5 CPE Credit Hours
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 …
Dealing with Debt and Interest 2024 - 18.5 CPE
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 interest rates, and debt modification.
Corporate Tax Planning 2025 - 21 CPE
Texas Compliance Pending. This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive …
Interest 2023 - 2 CPE
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 …
Choosing the Right Business Entity and Getting Cash Out of It 2025 - 3.5 CPE
Texas Compliance Pending. This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, …
Basic Marital Tax Matters 2023 - 2 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, …
Divorce Transfers and Settlements 2024 - 2 CPE
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 divisions are examined with an emphasis on planning …
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 …
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 …
Divorce Transfers and Settlements 2025 - 2 CPE
Texas Compliance Pending. This mini-course reviews property settlements and other transfers incident to divorce.
1040 Workshop 2024 - 24.5 CPE
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual …
Interest 2025 - 2 CPE
Texas Compliance Pending. 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 avoidance of equity and lease …
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 …
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 …
Dealing with Debt and Interest 2025 - 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 …
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 …
