Santucci
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 …
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 …
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 …
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 …
Employee Compensation and Benefits 2025 - 3.5 CPE
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’ …
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 …
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.
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.
2024/2023 Easy Update & Inflation Adjustments - 6 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 …
2025/2024 Easy Update & Inflation Adjustments - 6 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.
Selected Business Expenses 2023 - 2 CPE
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 & 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 …
Selected Business Expenses 2024 - 2 CPE
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 …
Family Tax Planning 2025 - 24 CPE
Texas Compliance Pending. This course is designed to cover “hot” topics that have a direct impact on the practitioner who represents any client with family issues.
Making the Best of Bad Situations 2023 - 2 CPE
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 status, exemptions, and child support are exam-ined. The …
Business Taxation 2024 - 24 CPE
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.
Debt 2025 - 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.
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.
Complete Guide to Estate & Gift Taxation 2025 - 35 CPE
Texas Compliance Pending. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.
