Taxation CPE
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1040 Workshop - 40 CPE Credit Hours
The sources of federal tax revenue are individual income taxes; Social Security and other payroll taxes; corporate income taxes; excise taxes; and estate and gift taxes.Note: The individual income tax is the major source of federal revenues, fol-lowed c
1040 Workshop 2016 - 40 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 …
2010 Health Care Act - 2 CPE Credit Hours
After reading the materials, participants will be able to:1. Summarize the structural provisions of the Patient Protection and Affordable Care Act (PPAC) as they relate to essential health benefits and levels of coverage and explain how the responsibili
2011-2012 Easy Update - 3 CPE Credit Hours
After reading the materials, participants will be able to:1. Discuss the various issues related to individual income taxes by list-ing the income tax rates for the various tax brackets, quoting the AMT phaseout limits and contribution limits to HSAs, an
2012-2013 Easy Update - 3 CPE Credit Hours
After reading the materials, participants will be able to:1. Discuss the various issues related to individual income taxes by list-ing the income tax rates for the various tax brackets, quoting the AMT phaseout limits and contribution limits to HSAs, an
2016-2017 Easy Update - 3 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.
American Recovery Act of 2009 - 4 CPE Credit Hours
After reading the materials, participants will able to:1. Analyze and apply the individual tax provisions of the American Re-covery and Reinvestment Act of 2009 (“Act”) by:a. Determining and claiming the “Making Work Pay’ tax credit, the economic reco
Auto Rules - 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 limita-tions under MACRS and make basis, business use and deductio
Bankruptcy Tax Issues 2016 - 2 CPE
After reading the materials, participants will be able to:1. Analyze the 2005 Bankruptcy Act by identifying changes to bank-ruptcy procedures and qualifications comparing the three most com-mon types of bankruptcy filings and select the appropriate bank
Bankruptcy Tax Issues 2017 - 2 CPE
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 …
Basic Fringe Benefits 2017 - 5 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding and accounting.
Business Taxation - 24 CPE Credit Hours
The entrepreneurial spirit runs deep in America. The country is filled with peoplewho want to be their own bosses, but no business is entirely a one-man orone-woman show. Every businessperson has a powerful uncle - Uncle Sam - whoplays a role in the
Business Travel and Entertainment 2016 - 2 CPE
After reading the materials, participants will be able to: 1. Identify the away from home requirement listing eligible deductions, distinguish transportation and travel expenses contrasting the caselaw and IRS test for tax home and compare temporary vers
Business Travel and Entertainment 2017 - 2 CPE
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.
Choice of Entity - 25 CPE Credit Hours
Sole proprietorships are the simplest business form since they are not separatetax or legal entities but rather, extensions of the individual taxpayer that ownsthem. A taxpayer is a sole proprietor if they are self-employed and are the soleowner of
Choosing a Business Entity 2016 - 4 CPE
After reading the materials, participants will be able to:1. Compare and contrast the central differences among business enti-ties and the advantages and disadvantages associated with five basic business entity types.2. Explain the tax attributes sole
Choosing the RIght Business Entity 2017 - 4 CPE
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 …
Concepts and Mechanics of Exchanges - 16 CPE Credit Hours
Real property owners wishing to defer tax on property dispositions have longsought the benefits of exchanging. Nevertheless, the popularity of exchanging asa tax “escape hatch” has always depended on two basic ingredients:(1) High tax rates, and(2
Corporate Tax Planning - 25 CPE Credit Hours
Many alternatives are available to the new business regarding the legal form it should take. Likewise, an existing busi-ness may find it desirable to change forms. There are advantages and disad-vantages to any business form that are too numerous to becom
Corporate Taxation 2016 - 2 CPE
After reading the materials, participants will be able to:1. Recognize the key elements of regular corporations, explain their advantages and disadvantages, including tax treatment and tax ad-vantages and disadvantages, and how to distinguish them from
Corporate Taxation 2017 - 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.
Dealing with Debt and Interest - 24 CPE
Under §163(a) taxpayers are permitted a deduction for “all interest paid or ac-crued within the taxable year on indebt-edness.” Interest is the amount paid for the use of borrowed money. Thus, mon-ey paid from a borrower to a lender for the use of the mon
Debt & Interest - 3 CPE Credit Hours
After reading the materials, participants will be able to:1. Describe and define “interest,” list its key components, and deter-mine whether the various types of interest are tax deductible or non-deductible.2. Deduct interest that is paid or accrued
Defensive Divorce - 24 CPE Credit Hours
When someone is going through the trauma of a divorce they often do not realize that there are severe tax implica-tions when making decisions such as:(1) When to separate,(2) When to file for the divorce,(3) How to handle child support and alimony,
Divorce Transfers & Settlements 2016 - 2 CPE
After reading the materials, participants will be able to:1. Inform clients on the various forms of marital property and how to proceed with a tax structured property settlement pointing out the benefits of premarital agreements to avoid potential divor
Divorce Transfers & Settlements 2017 - 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 …
Education Tax Benefits 2016 - 2 CPE
After reading the materials, participants will be able to:1. Distinguish qualifying education from nonqualifying education un-der §162 and thereby determine which work-related expenses can be deducted.2. Point out the differences between the HOPE (“Am
Education Tax Benefits 2017 - 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.
Employee Compensation and Benefits 2017 - 4 CPE
The various ideas, methods, and techniques to optimize the overall compensa-tion package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks.
Employer Compensation - 4 CPE Credit Hours
After reading the materials, participants will be able to:1. Identify the twenty common-law rules used by the IRS to determine whether a person is an employee for purposes of FICA, FUTA and federal income tax withholding.2. Recognize employee and offi
Employment Taxes - 2 CPE Credit Hours
This course will detail the federal employment tax requirements and responsibility that employers have for filing returns and making tax payments on a timely basis. Although requirements also apply in most states for income tax withholding and …
Entities and Title 2017 - 2 CPE
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 …
Estate and Gift Taxation - 40 CPE Credit Hours
The objective of this material is simple - to present a unified, consistent and understandableexplanation of financial planning. Unified in that it integrates federaltaxation with financial planning. Consistent because of its synthesis of the major f
Family Tax Planning - 24 CPE Credit Hours
When someone is going through the trauma of a divorce they often do not realize that there are severe tax implica-tions when making decisions such as:(1) When to separate,(2) When to file for the divorce,(3) How to handle child support and alimony,
Family Tax Planning 2017 - 2 CPE
While the nuclear family remains the centerpoint 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 …
Installment Sales 2016 - 2 CPE
After reading the materials, participants will be able to:1. Analyze the importance, particularly tax deferral, of the installment method, list three requirements to use the method, and define basic in-stallment method terminology.2. Apply the imputed
Installment Sales 2017 - 2 CPE
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.
Interest & Debt 2016 - 2 CPE
After reading the materials, participants will be able to:1. Define “interest” and determine whether and how much is tax de-ductible by:a. Describing what constitutes bona fide debt considering economic substance, purpose, and differences that such de
Interest and Debt 2017 - 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 avoidance of equity and lease characterization, and deductible versus nondeductible interest …
Interest and Debt 2017 - 3 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 …
Making the Best of Bad Situations - 20 CPE Credit Hours
When someone is going through the trauma of a divorce they often do not real-ize that there are severe tax implications when making decisions such as:(1) When to separate,(2) When to file for the divorce,(3) How to handle child support and alimony,
Making the Best of Bad Situations 2017 - 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 examined.
Marital Tax Matters 2016 - 2 CPE
After reading the materials, participants will be able to:1. List tax considerations and apply tax guidance to marital break-downs, identify marital status, and describe the effect marital status has on filing status and federal income tax obligations.
Marital Tax Matters 2017 - 2 CPE
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 …
Matching Investments to Tax Saving Techniques - 16 CPE
Everyone needs to do financial and investment planning. Whether a person is a business owner or an employee, young or retired, wealthy or poor, they should plan for their financial independence. As Teddy Roosevelt said, “The duty of every citizen is to be
Medical Charitable and Casualty 2017 - 3 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, and Casualty Deductions 2016 - 3 CPE
After reading the chapter, participants will be able to:1. Identify the various deductions related to medical costs bya. Differentiating between deductible and nondeductible items and distinguishing between the types of deductions for dependents; and
