Santucci
Corporate Tax Planning 2023 - 21 CPE
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 after-tax return on business operations. Recent …
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 …
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
Business Taxation 2025 - 24 CPE
Texas Compliance Pending. The focus of this class is on tax devices and tech-niques available to the small business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income …
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 …
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.
Auto Rules 2025 - 2 CPE
Texas Compliance Pending. This mini-course reviews the apportionment of personal and business use, the actual cost method, the standard mileage method, and expensing. Moreover, this presentation informs practitioners about …
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 …
Passive Loss & At-Risk Rules 2025 - 2.5 CPE
Texas Compliance Pending. This course addresses the needed skill to handle these pragmatic issues. Fundamentals are reviewed, planning opportunities are identified, and creative strategies are discussed and evaluated along …
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 …
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 …
Family Tax Planning 2024 - 24 CPE
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.
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 …
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.
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 …
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 …
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 …
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 …
