Santucci
Visual Estate Planning 2022 - 9.5 CPE
Texas Compliance Pending Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, …
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 …
Travel Entertainment and Auto Rules 2022 - 16.5 CPE
Texas Compliance Pending Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning …
The Ultimate Guide to Retirement Planning 2022 - 31.5 CPE
Texas Compliance Pending We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a …
The Ultimate Guide to Retirement Planning 2021 - 40 CPE Credit Hours
This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compen-sated …
Tax, Bankruptcy and Financial Problems 2022 - 19.5 CPE
Texas Compliance Pending Test the treacherous (and shark-infested) waters of tax, bankruptcy, and financial problems. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of …
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 …
Tax & Financial Planning For Retirement 2022 - 18 CPE
Texas Compliance Pending This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital …
Special Problems In Real Estate Taxation 2023 - 11 CPE
Texas Compliance Pending. 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 …
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 Legal Issues with Tax Analysis 2022 - 2 CPE Credit Hours
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, crit-ical legal …
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 …
Selected Business Expenses 2022 - 2 CPE Credit Hours
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 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 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 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 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 Losses 2022 - 10.5 CPE
Texas Compliance Pending. Course Description & Study Guide This course addresses the practical aspects of §469 and the needed skill to han-dle pragmatic issues. Fundamentals are reviewed, planning opportunities identi-fied, …
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 …
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 …
Partnership Taxation 2022 - 13.5 CPE
Texas Compliance Pending. Partnership Taxation Course Description & Study Guide The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic …
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 …
Matching Investments to Tax Saving Techniques 2022 - 13.5 CPE
Texas Compliance Pending Taxes aren't taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax economics of investing for themselves and their clients. This need is …
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 …
Making the Best of Bad Situations 2022 - 15 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 …
Making the Best of Bad Situations 2021 - 2 CPE Credit Hours
This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks. Property transfers, as-set divisions, alimony, filing status, exemptions, and child support are examined. The …
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 2023 - 2 CPE
Texas Compliance Pending. 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 …
Inflation Reduction Act ("IRA") Summary 2023 - 2 CPE
For most of 2022, it was doubtful that Congress would enact any tax legislation. However, Democrats were finally able to negotiate and pass the Inflation Reduc-tion Act (IRA) in August 2022. This course summarizes the tax legislation em-bodied in the IRA …
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 …
Getting Cash Out of Your Business 2022 - 3 CPE Credit Hours
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 2022 - 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 2024 - 2.5 CPE
Texas Compliance Pending. 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 …
Fast Track Retirement Planning 2024 - 17.5 CPE
Texas Compliance Pending. This 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 2023 - 3 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 …
Fast Track Retirement Planning 2023 - 17.5 CPE
Texas Compliance Pending. Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This …
Fast Track Retirement Planning 2022 - 17.5 CPE
Texas Compliance Pending We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a …
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.
Family Tax Planning 2024 - 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 cover “hot” topics having a direct impact on the practitioner who represents any client with family …
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 …
Family Tax Planning 2022 - 24 CPE
Texas Compliance Pending While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the …
Estate Tools and Trusts 2024 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course …
Estate Tools and Trusts 2023 - 2 CPE
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preserva-tion, and disposition of property at the minimum possible tax cost. This excep-tional mini-course …
Estate Planning With Selected Issues 2024 - 19.5 CPE
Texas Compliance Pending. This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance.
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.
Estate Planning With Selected Issues 2022 - 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, durable powers of attorney, and nominations of conservator. Designed to eliminate estate …
Estate Planning with Business Issues 2024 - 2 CPE
Texas Compliance Pending. Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are …
Estate Planning with Business Issues 2023 - 2 CPE
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning with Business Issues 2022 - 2 CPE Credit Hours
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate …
Estate Planning Essentials 2022 - 10.5 CPE
Texas Compliance Pending "Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate …
Estate Planning 2023 - 2 CPE
Estate planning is when tomorrow becomes today! As a result of recent legisla-tion, estate planning has been made surprisingly simple. This mini-course sur-veys wills, living trusts, gifts, insurance, marital property, and probate avoid-ance. The will and …
Estate and Gift Taxation 2022 - 40 CPE Credit Hours
Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing …
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.
Essential Legal Concepts with Tax Analysis 2024- 29.5 CPE
Texas Compliance Pending. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional’s practice. The attendees will …
Essential Legal Concepts with Tax Analysis 2023- 30 CPE
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, …
Essential Legal Concepts with Tax Analysis 2022 - 40 CPE Credit Hours
Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course …
Entities and Title 2024 - 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 …
Entities and Title 2023 - 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 …
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 …
Employee Compensation and Benefits 2023 - 3.5 CPE Credit Hours
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 …
Employee Compensation and Benefits 2022 - 4 CPE Credit Hours
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 …
Education Tax Benefits 2024 - 2 CPE
Texas Compliance Pending. 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 …
Education Tax Benefits 2023 - 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. Prac-titioners will …
Education Tax Benefits 2021 - 2 CPE Credit Hours
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. Practitioners will …
Easy Update and Inflation Adjustments 2021-2022 - 9 CPE Credit Hours
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 …
Divorce Transfers and Settlements 2024 - 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 …
Divorce Transfers and Settlements 2023 - 2 CPE
Texas Compliance Pending. 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 …
Divorce Transfers and Settlements 2022 - 2 CPE Credit Hours
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 …
Defensive Divorce 2024 - 15.5 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 …
Defensive Divorce 2022 - 16 CPE
Texas Compliance Pending. Defensive Divorce Course Description & Study Guide This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together …
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 …
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 …
Debt 2022 - 3 CPE Credit Hours
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 2024 - 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 …
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 …
Dealing with Debt and Interest 2022 - 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 …
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 …
Corporate Taxation 2023 - 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 …
Corporate Taxation 2022 - 2 CPE Credit Hours
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 …
Corporate Tax Planning 2024 - 21 CPE
Texas Compliance Pending. 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 …
Corporate Tax Planning 2023 - 21 CPE
Texas Compliance Pending. 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 …
Corporate Tax Planning 2022 - 21 CPE
Texas Compliance Pending Course description and objectives: This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent …
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.
Concepts and Mechanics of Exchanges 2022 - 14 CPE
Texas Compliance Pending While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the …
Concepts & Mechanics Of Exchanges 2024 - 13.5 CPE
Texas Compliance Pending. While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the …
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 …
Choosing the Right Business Entity and Getting Cash Out of It 2024 - 3.5 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 …
Choosing the Right Business Entity & Getting Cash Out Of It 2022 - 4 CPE Credit Hours
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 …
Choice of Entity 2024 - 22.5 CPE
Texas Compliance Pending. This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations.
Choice of Entity 2022 - 22.5 CPE Credit Hours
This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the reader to properly select the right …
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 …
Business Travel and Entertainment 2023 - 2 CPE
Business Travel & Entertainment Mini-Course Description & Study Guide 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 …
Business Travel and Entertainment 2022 - 2 CPE Credit Hours
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 …
Business Taxation 2024 - 24 CPE
Texas Compliance Pending. 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 Taxation 2023 - 24 CPE
Texas Compliance Pending. Business Taxation Course Description & Study Guide Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to …
Business Taxation 2022 - 24 CPE Credit Hour
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.
Basic Marital Tax Matters 2023 - 2 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, …
Basic Fringe Benefits 2023 - 4 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, …
Bankruptcy Tax Issues 2024 - 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 …
Bankruptcy Tax Issues 2023 - 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 …
Bankruptcy Tax Issues 2022 - 2 CPE Credit Hours
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 …
Bankruptcy Tax Issues 2020 - 2 CPE Credit Hours
This mini-course both examines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading and garnishment by creditors.
Auto Rules 2022 - 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 limitations under MACRS and make basis, business use...
Assets Income and Cash 2024 - 2.5 CPE
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2024 - 14.5 CPE
Texas Compliance Pending. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in …
Assets Income and Cash 2023 - 2.5 CPE
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2023 - 14.5 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.
Assets Income and Cash 2022 - 3 CPE Credit Hours
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Assets Income and Cash 2022 - 18 CPE Credit Hours
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. The result is a unified …
Asset Protection 2024 - 2 CPE
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning.
Asset Protection 2022 - 24 CPE Credit Hours
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 law are highlighted in describing asset protection aspects of …
Asset Protection 2022 - 2 CPE Credit Hours
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly im-pacts tax planning. This mini-course is designed to survey opportunities for asset …
Asset Protection - Tax & Financial Aspects 2024 - 17.5 CPE
Texas Compliance Pending. 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
Asset Protection - Tax & Financial Aspects 2023 - 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 law are highlighted in describing asset protection aspects of …
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 …
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 …
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 …
1040 Workshop 2023 - 28 CPE Credit Hours
The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Sig-nificant new developments are summarized with an emphasis on tax savings ide-as. Practical …
1040 Workshop 2022 - 30 CPE Credit Hours
The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Sig-nificant new developments are summarized with emphasis on tax savings ideas. Practical applications …