Struggling to keep up to date on constantly changing tax legislation, regulations and news? Our monthly tax alert series is designed to give you the h... moreottest and most up-to-date information happening in the tax environment. Each month we’ll discuss what’s happened in the last month so that you can keep current and advise your clients with the most relevant information. Our discussions will include in-depth analysis of newly enacted legislation, and the key provisions affecting individual and business taxpayers. This webinar is your one-stop shop for everything that’s new. Since it is brand new material each month you know you’re on the cutting edge of the profession. This webinar will cover news relevant to business entities, individuals, estate and gift taxation, information return reporting, and tax practice administrative matters.

This course covers a variety of tax-saving concepts that are likely to benefit older and wealthier clients, including tax-smart strategies and strateg... moreies that are appropriate after changes included in the SECURE Act and the SECURE Act 2.0. You want to make sure your clients maximize their wealth creation and preservation opportunities in the current environment. In this context, income, estate, and gift taxes can be potentially huge expenses, and effective tax planning can deliver huge tax-saving benefits to clients. This course is most appropriate for professionals with intermediate knowledge of federal tax issues affecting older individuals and high net-worth individuals and professionals seeking to expand their knowledge base in these areas.

This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of recent legislation, case... more law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season.

This course provides a basic discussion of the federal taxation of partnerships and LLCs, including a number of tax topics that are relevant not only ... moreto an actual partnership entity, but also to the tax consequences for each of its owners and partners. The chapters cover fundamentals, basic concepts, partnership formation, partnership operations, basis in partnership interest, taxation of partners, and partnership terminations. This intermediate level course is most beneficial to professionals new to partnership and LLC taxation who may be at the staff or entry level in organization but also for a seasoned professional with limited exposure to this topic.By proceeding to the examination, you acknowledge and confirm that you have completed the required coursework.

With the retirement of the generation of baby boomers, estate planning is in demand more than ever. This course will enable you to identify the probat... moree estate and the role of the probate court. You will learn the structure of a will and the requirements for creating and changing wills. The purpose and characteristics of trusts will be discussed, as well as the need to consider granting a power of attorney or designating a healthcare representative. The course also explains the use of lifetime gifts, charitable transfers, and the marital deduction. You will learn the use of the applicable credit amount (formerly known as the unified credit) as well as the use of generation-skipping trusts. This course is most appropriate for the professional with knowledge in estates and trusts who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.By proceeding to the examination, you acknowledge and confirm that you have completed the required coursework.

Get the absolute latest breaking federal tax developments. Written and taught by Laurie A. Stillwell, this half day webinar gives you the latest devel... moreopments and features full coverage of recently enacted federal tax legislation, IRS pronouncements, regulations, and key judicial decisions issued during the past 12 to 18 months affecting business taxpayers (filers of Forms 1065, 1120 and 1120-S). Participants will learn techniques and tax planning ideas to reduce taxes through effective planning and receive the most current updates on key tax issues affecting their business clients. Attend this tax update and come away with real-world solutions to real-world problems.

Some types of expenses are common to a variety of businesses and taxpayers while others are unique to very specific businesses and only available to t... moreaxpayers in certain circumstances. This course discusses expenses common to self-employed taxpayers, while also covering expenses incurred in the business of farming, expenses common to the fishing industry, and expenses incurred in the business of renting property. Discussed in detail are expenses such as meals and entertainment, travel, transportation, home office, and other business expenses. Presented are various examples for completing Schedules C, E, and F, as well as depreciation calculations and the transportation and travel expense worksheets for Schedules C, E, and F. This course has been updated for the latest tax changes. By proceeding to the examination, you acknowledge and confirm that you have completed the required coursework.

It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Most Americans nearing or at reti... morerement age have very little understanding of their Social Security benefits and as a result Social Security planning has now come to the forefront. Social Security planning represents a great opportunity for those practitioners who are seeking year round counseling and financial planning fees. This webinar clarifies the myths associated with the earnings test. It will also help you advise clients on when to take the retirement benefit, what the benefit will be, and the tax impact.

Rentals are no longer considered a tax shelter but they can present great financial opportunities when done properly. However, the tax rules for repor... moreting rental activities are nothing short of chaotic. In some situations it is not necessary to report rental income at all. For other taxpayers there are complicated rules surrounding the limitations of deductions and suspension of rental losses. There may be opportunities to restructure in order to avoid the suspension of a rental loss. In some circumstances it may be prudent to dispose of a rental property in order to free up a loss. Recent tax law changes provide some beneficial treatment for repair and maintenance expenses incurred in connection with rental activities.

This course explains the salient features of an S corporation. It will detail how to make an S corporation election, discuss revenue income from passi... moreve sources, identify allowable taxable years, and explain tax treatment. This course is most appropriate for the professional with detailed knowledge of S Corporations who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.By proceeding to the examination, you acknowledge and confirm that you have completed the required coursework.