Santucci
Education Tax Benefits 2026 - 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 …
Business Travel and Entertainment 2024 - 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. To determine the …
Partnership Taxation 2025 - 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 …
Choice of Entity 2024 - 22.5 CPE
This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations.
Partnership Taxation 2025 - 13.5 CPE
The program will examine tax issues relating to the formation and operation of partnerships.
Business Travel and Entertainment 2026 - 2 CPE
Texas Compliance Pending. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals …
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.
Education Tax Benefits 2025 - 2 CPE
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 learn the ins and outs of the tax benefits concerning …
Property Dispositions 2026 - 2 CPE
Texas Compliance Pending. Texas Compliance Pending. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences …
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
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 splitting, retirement plans, and estate planning.
Auto Rules 2026 - 2 CPE
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 topics such as the benefits and costs of leasing versus …
Auto Rules 2025 - 2 CPE
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 topics such as the benefits and costs of leasing versus …
Basic Fringe Benefits 2026 - 4 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting.
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
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 with remaining traditional approaches.
Travel, Entertainment, & Auto Rules 2025 - 15.5 CPE
The goal of this course is to understand and solve problems. Participants will learn to master the proper administration of these complex and often cumbersome provisions in a humorous and entertaining format.
Family Tax Planning 2024 - 24 CPE
This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues.
Passthrough Business Deduction 2026 - 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.
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 …
Basic Fringe Benefits 2025 - 4 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting.
Partnership Taxation 2026 - 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 …
Complete Guide to Estate & Gift Taxation 2024 - 35 CPE
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 economics that will permit the tax professional to locate, …
Concepts and Mechanics of Exchanges 2025 - 13.5 CPE
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.
Guide to Federal Corporate & Individual Taxation 2026 - 34 CPE
Texas Compliance Pending. Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains …
Selected Business Expenses 2025 - 2 CPE
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 …
Installment Sales 2026 - 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 …
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 …
Passthrough Business Deduction 2025 - 2 CPE
In the face of this complexity, the text provides a selected overview of the basic components of this below-the-line deduction.
Tax, Bankruptcy and Financial Problems 2025 - 19 CPE
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.
Travel, Entertainment, & Auto Rules 2024 - 15.5 CPE
Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions.
Debt 2026 - 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.
Dealing with Debt and Interest 2023 - 18.5 CPE
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 fide debt, the avoidance of eq-uity and lease treatment, …
Basic Marital Tax Matters 2025 - 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.
Tax, Bankruptcy and Financial Problems 2026 - 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.
Corporate Tax Planning 2024 - 21 CPE
This course examines and explains the practical aspects of using a 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.
Choice of Entity 2025 - 22.5 CPE
This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations.
Choice of Entity 2026 - 22.5 CPE
This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations.
Business Travel and Entertainment 2025 - 2 CPE
This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals are reviewed and planning opportunities are identified.
Interest 2026 - 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 …
Debt 2024 - 2.5 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 …
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 …
2026/2025 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.
Corporate Taxation 2025 - 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.
Selected Business Expenses 2026 - 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 …
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 …
Installment Sales 2025 - 2 CPE
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 impact of related parties, pledging, repossession and …
Making the Best of Bad Situations 2026 - 14 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 transfers, …
