Santucci
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.
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.
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 …
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 …
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 …
Selected Legal Issues with Tax Analysis 2025 - 2 CPE
Texas Compliance Pending. This course addresses all of these and many other, critical legal issues for the tax practitioner in a quick and effective potpourri of legal topics and their tax impact.
Selected Legal Issues with Tax Analysis 2024 - 2 CPE
How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal …
Selected Legal Issues with Tax Analysis 2023 - 2 CPE
How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal …
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 …
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 …
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 …
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 …
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.
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 …
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 …
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 …
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 …
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 …
Partnership Taxation 2025 - 2 CPE
Texas Compliance Pending. 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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
Getting Cash Out of Your Business 2025 - 3 CPE
Texas Compliance Pending. This mini-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.
Getting Cash Out of Your Business 2024 - 3 CPE
This mini-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.
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 …
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 …
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.
Fast Track Retirement Planning 2024 - 2.5 CPE
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by …
