Santucci
Divorce Transfers and Settlements 2021 - 2 CPE Credit Hours
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 …
Business Travel and Entertainment 2022 - 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. To determine the …
Passthrough Business Deduction 2023 - 2 CPE
Texas Compliance Pending. Passthrough Business Deduction Mini-Course Description & Study Guide 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 …
Basic Marital Tax Matters 2020 - 2 CPE Credit Hours
In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax …
Choice of Entity 2020 - 25 CPE Credit Hours
This comprehensive book describes and compares sole proprietorships, partner-ships, limited liability companies, “C” corporations and “S” corporations. It ex-amines their advantages and disadvantages, permitting the reader to properly se-lect the right …
Medical Charitable and Casualty 2021 - 3 CPE Credit Hours
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 con-sequences of medical costs, charitable contributions, and casualty and theft losses, especially in …
Family Tax Planning 2022 - 24 CPE
Texas Compliance Pending 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 …
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 …
Business Travel and Entertainment 2021 - 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. To determine the …
Tax Bankruptcy and Financial Problems 2021 - 24 CPE Credit Hours
Texas Compliance Pending This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation, and foreclosure. Current perspectives on …
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 …
Entities and Title 2020 - 2 CPE Credit Hours
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 …
S Corporations 2021 - 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 …
Easy Update and Inflation Adjustments 2021-2022 - 9 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 …
Defensive Divorce 2022 - 16 CPE
Texas Compliance Pending. Defensive Divorce Course Description & Study Guide This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together …
Tax Bankruptcy and Financial Problems 2020 - 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 …
Partnership Taxation 2020 - 24 CPE Credit Hours
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 and have at hand some practical knowledge for its …
Dealing with Debt and Interest 2021 - 24 CPE Credit Hours
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 …
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 …
Employee Compensation and Benefits 2020 - 4 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 …
Easy Update and Inflation Adjustments 2020-2021 - 9 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 …
Choosing the Right Business Entity & Getting Cash Out Of It 2022 - 4 CPE Credit Hours
This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right …
Property Dispositions 2023- 2 CPE
Texas Compliance Pending. Property Dispositions Mini-Course Description & Study Guide Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors …
Medical Charitable and Casualty 2020 - 3 CPE Credit Hours
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 con-sequences of medical costs, charitable contributions, and casualty and theft loss-es, especially …
Corporate Tax Planning 2020 - 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 devel-opments giving corporations a competitive edge over other entities are explored and detailed. …
Basic Marital Tax Matters 2021 - 2 CPE Credit Hours
In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are ex-plored. The detailed support test for children of divorced or separated parents, the tax …
Making the Best of Bad Situations 2022 - 15 CPE
Texas Compliance Pending 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 …
Estate Planning With Selected Issues 2023 - 20 CPE
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, du-rable powers of attorney, and nominations of conservator.
Coronavirus Tax Summary 2021 - 3 CPE Credit Hour
This course is an overview and summary of tax provisions contained in the above legislation and government pronouncements. It provides a reference to selected individual, business, retirement, employment, filing, and charitable tax provisions adopted. The …
Auto Rules 2022 - 2 CPE Credit Hours
After reading the materials, participants will be able to: 1. Identify and implement various tax vehicle depreciation (§168) and expensing (§179) methods describing their requirements and limitations under MACRS and make basis, business use...
Employee Compensation and Benefits 2023 - 3.5 CPE Credit Hours
Texas Compliance Pending. 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’ …
Family Tax Planning 2020 - 2 CPE Credit Hours
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 cover “hot” topics having a direct impact on the practitioner who represents any client with family …
Interest 2021 - 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 avoidance of equity and lease characterization, and deductible versus nondeductible interest …
Travel Entertainment and Auto Rules 2022 - 16.5 CPE
Texas Compliance Pending Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning …
Installment Sales 2023 - 2 CPE
Texas Compliance Pending. 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 …
Tax Cuts and Jobs Act Summary 2020 - 4 CPE Credit Hours
This course is an overview providing reference to selected individual, education, business, retirement, insurance, international and estate tax provisions enacted or indexed for inflation by the TCJA. The resulting major tax changes carry special meaning …
Passive Losses 2020 - 16 CPE Credit Hours
This course addresses the practical aspects of §469 and the needed skill to han-dle pragmatic issues. Fundamentals are reviewed, planning opportunities identi-fied, creative strategies discussed and evaluated along with remaining traditional approaches. …
Defensive Divorce 2021 - 24 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, …
Basic Marital Tax Matters 2023 - 2 CPE
Texas Compliance Pending. 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 …
Corporate Taxation 2020 - 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 …
Education Tax Benefits 2021 - 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 …
Employee Compensation and Benefits 2022 - 4 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 …
S Corporations 2023 - 3 CPE
Texas Compliance Pending. S Corporations Mini-Course Description & Study Guide In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages …
Partnership Taxation 2020 - 2 CPE Credit Hours
The mini-course 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 and have at hand some practical knowledge for its …
Dealing with Debt and Interest 2020 - 24 CPE Credit Hours
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. The various types …
1040 Workshop 2021 - 30 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 emphasis on tax savings ideas. Practical applications …
Matching Investments to Tax Saving Techniques 2022 - 13.5 CPE
Texas Compliance Pending Taxes aren't taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax economics of investing for themselves and their clients. This need is …
Corporate Tax Planning 2023 - 21 CPE
Texas Compliance Pending. Corporate Tax Planning Course Description & Study Guide Course description and objectives: This course examines and explains the practi-cal aspects of using a closely held corporation to maximize …
Choosing the Right Business Entity & Getting Cash Out Of It 2021 - 4 CPE Credit Hours
This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right …
Bankruptcy Tax Issues 2022 - 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 …
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 …
Basic Fringe Benefits 2020 - 5 CPE Credit Hours
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, …
Property Dispositions 2021 - 2 CPE Credit Hours
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. Additional topics of interest …
Choice of Entity 2022 - 22.5 CPE Credit Hours
Texas Compliance Pending. This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and …
Interest 2023 - 2 CPE
Texas Compliance Pending. Mini-Course Description & Study Guide 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 …
Coronavirus Tax Summary 2020 - 1 CPE Credit Hour
The Families First Coronavirus Response Act was signed by President Trump on March 18, 2020. Later on March 27, 2020, he signed the Coronavirus Aid, Re-lief, and Economic Security (CARES) Act, with a $2.2 trillion price tag. These Acts have been …
Tax Bankruptcy and Financial Problems 2020 - 24 CPE Credit Hours
Texas Compliance Pending This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation, and foreclosure. Current perspectives on …
Making the Best of Bad Situations 2021 - 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, …
Coronavirus Tax Summary 2023 - 3 CPE
The Families First Coronavirus Response Act was signed by President Trump on March 18, 2020. Later on March 27, 2020, he signed the Coronavirus Aid, Re-lief, and Economic Security (CARES) Act, with a $2.2 trillion price tag.
Debt 2020 - 3 CPE Credit Hours
This mini-course brings the practitioner information on tax issues affecting inter-est and debt. The various types of interest and their required allocation are ex-plored and reviewed. For the economically troubled client, special attention is devoted to …
Family Tax Planning 2021 - 2 CPE Credit Hours
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 cover “hot” topics having a direct impact on the practitioner who represents any client with family …
Corporate Taxation 2022 - 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 2023 - 2 CPE
Texas Compliance Pending. Mini-Course Description & Study Guide 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 …
Passive Loss and At-Risk Rules 2020 - 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 sus-pended. Updating practitioners on the practical aspects of §469, this course ad-dresses the …
Defensive Divorce 2020 - 24 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, …
Choice of Entity 2021 - 25 CPE Credit Hours
This comprehensive book describes and compares sole proprietorships, partner-ships, limited liability companies, “C” corporations, and “S” corporations. It ex-amines their advantages and disadvantages, permitting the reader to properly se-lect the right …
Tax, Bankruptcy and Financial Problems 2022 - 19.5 CPE
Texas Compliance Pending Test the treacherous (and shark-infested) waters of tax, bankruptcy, and financial problems. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of …
Bankruptcy Tax Issues 2020 - 2 CPE Credit Hours
This mini-course both examines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading and garnishment by creditors.
Dealing with Debt and Interest 2023 - 18.5 CPE
Texas Compliance Pending. Dealing with Debt & Interest Course Description & Study Guide This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona …
Employee Compensation and Benefits 2021 - 4 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 …
1040 Workshop 2022 - 30 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 emphasis on tax savings ideas. Practical applications …
Making the Best of Bad Situations 2023 - 2 CPE
Texas Compliance Pending. Making the Best of Bad Situations Mini-Course Description & Study Guide This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and …
Installment Sales 2020 - 2 CPE Credit Hours
An installment sale is a sale of property where one or more payments are received after the close of the tax year. This mini-course discusses the particulars of installment sales, including requirements, calculation, and pitfalls. Cross issues such as a …
Making the Best of Bad Situations 2021 - 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 …
Concepts and Mechanics of Exchanges 2022 - 14 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 …
Partnership Taxation 2022 - 13.5 CPE
Texas Compliance Pending. Partnership Taxation Course Description & Study Guide The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic …
1040 Workshop 2020 - 30 CPE Credit Hours
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 in-dividual …
Federal Corporate and Individual Taxation 2020 - 40 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. …
Partnership Taxation 2021 - 2 CPE Credit Hours
The mini-course 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 and have at hand some practical knowledge for its …
Corporate Taxation 2023 - 2 CPE
Texas Compliance Pending. Corporate Taxation Mini-Course Description & Study Guide This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation …
Divorce Transfers and Settlements 2020 - 2 CPE Credit Hours
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 transfers and asset divisions are examined with an empha-sis on planning …
Basic Fringe Benefits 2021 - 5 CPE Credit Hours
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, …
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.
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 …
Passthrough Business Deduction 2020 - 3 CPE Credit Hours
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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
Texas Compliance Pending. Debt Mini-Course Description & Study Guide This mini-course brings the practitioner information on tax issues affecting in-terest and debt. The various types of interest and their required …
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 …
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.
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.
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 …
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 …
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.
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 …
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 …
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 …
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, …
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 …
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 …
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 …
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 …
Divorce Transfers and Settlements 2022 - 2 CPE Credit Hours
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 …
Partnership Taxation 2023 - 2 CPE
Texas Compliance Pending. Partnership Taxation Mini-Course Description & Study Guide The mini-course will examine tax issues relating to the formation and operation of partnerships. Participants will gain familiarity with …
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 …
Matching Investments to Tax Saving Techniques 2020 - 16 CPE Credit Hours
Taxes aren't taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based …
Family Tax Planning 2021 - 24 CPE Credit Hours
Texas Compliance Pending This 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 economic …
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, …
Choosing the Right Business Entity & Getting Cash Out Of It 2020 - 4 CPE Credit Hours
This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right …
