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January 2018

On Demand Self Study CC. New Repair and Capitalization Regulation Including Forms 3115

January 1 - December 31
Member Price89.00

Course Book: Member Price: $49.00 | Non-Member Price: $69.00 Self-Study: Member Price: $69.00 | Non-Member Price: $89.00 On Demand Video Self-Study: Member Price: $89.00 | Non-Member Price: $109.00 This course reviews and defines the current tax law changes as it applies to the definition of repairs or improvements and updates, which costs can be deducted currently and which costs must be depreciated. The course discusses units of property for buildings under the new regulations, defines materials and supplies eligible for…

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On Demand Self Study B1. Common Payroll Issues Facing the Tax Professional

January 1@8:00 AM - December 31@5:00 PM PST
$79.00 - $99.00

Course Book: Member Price: $59.00 | Non-Member Price: $79.00 Self-Study: Member Price: $79.00 | Non-Member Price: $99.00 On Demand Video Self-Study: Member Price: $99.00 | Non-Member Price: $119.00 This course addresses the payroll issues that confront for small businesses with employees. Includes proper filing requirements Form 940, 941, and W-2 After completing the program, participants will be able to: Identify required payroll tax fillings Explain differences between independent contractor and employee Calculate small business health care credit Recognize and evaluate…

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April 2018

2018 Cabo San Lucas, Mexico Special Topics Workshop | May 1-3, 2018

April 30 - May 3
Hotel Marina Fiesta Resort & Spa, Paseo de La Marina Lotes 37 y 38, Centro, 23410
Cabo San Lucas, B.C.S Mexico
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Member Price379.00

Member Price:   $379.00   |  Non-Member Price:  $479.00 Cabo San Lucas Special Topics Workshop After a busy tax season, it’s time to relax and rejuvenate in Cabo San Lucas! There is something for everyone in this unforgettable beach playground where the Pacific Ocean meets the Sea of Cortes. Take a water taxi, glass-bottom boat or kayak and revel in the captivating stretches of sand, rock and aqua sea. Experience deep sea fishing in the Marlin Capital of the World. Play a…

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May 2018

G. Ethics for the Tax Professional and Circular 230 Issues

May 15@10:00 AM - 12:00 PM PST
Online Webinars,

Member Price:   $69.00   |  Non-Member Price:  $89.00 This course covers Ethics in 2017 with focus on the updated Circular 230. Issues covered include rules governing authority to practice, duties, and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230. Also included is a discussion on the status of the new AFSC program. After completing the program, participants will be able to: Describe the rules in Circular 230 that govern…

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Q. Schedule C Issues Facing the Tax Professional

May 17@10:00 AM - 11:15 AM PST
Online Webinar
$49.00

Member Price:   $39.00   |  Non-Member Price:  $49.00 Schedule C has become a prime target for audit by the IRS. We will look at some of the issues regarding critical issues facing the tax professional's dealings with proprietorship clients. After completing the program, participants will be able to identify and categorize business expenses of sole proprietors. §162 Ordinary and Necessary Business Expenses Sole Proprietor Issues High Up on the IRS "Tax Gap" List Due Diligence Issues of the Preparer Form 1099…

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I. Introduction to the Federal Income Tax Issues Concerning Cancellation of Debt and the Reporting Required When a Taxpayer Receives Form 1009-A and Form 1099-C

May 17@11:30 AM - 1:00 PM PST
Online Webinars
$39

Member Price:   $39.00   |  Non-Member Price:  $59.00 This course introduces the Tax Professional to the Federal Income Tax issues surrounding the "foreclosure and/or abandonment" of property and the issues of a "deemed sale" by the taxpayer when an abandonment or foreclosure occurs. In addition, the course will introduce the requirements of the "Cancellation of Debt", what is a "Cancellation", and in which tax year the cancellation actually occurs and requires the recognition of income. After completing the program, participants will…

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DD. 2017 Legislation “Tax Cuts and Jobs Act” H.R.1

May 22@10:00 AM - 2:00 PM PST
Online Webinars
$139

The Tax Cuts and Jobs Act includes sweeping reform of the Internal Revenue Code not seen in 31 years. This comprehensive tax overhaul dramatically changes the rules governing the taxation of individual taxpayers for tax years beginning after December 31, 2017 which also requires a sunset provision effective January 1, 2026. Some of the individual changes include: new income tax rates and brackets, limitation of home mortgage acquisition debt, increasing the standard deduction for all taxpayers, repealing miscellaneous itemized deductions, suspending personal…

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A. Understanding the Challenging Tax Issues Facing the Sole Proprietorship

May 24@10:00 AM - 12:30 PM PST
Online Webinars
Member Price 49

Member Price:   $49.00   |  Non-Member Price:  $69.00 This course will introduce the Tax Professional to the Federal Income Tax issues and challenges surrounding the operataion of a sole-proprietorship as a taxable entity. Form 1040 returns that include a Schedule C have a greater chance of being audited than any other Form 1040 and as a result we will look at the critical issues facing the tax professional's dealings with proprietorship clients. Latest IRS Statistics report that over 25 million Schedule…

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C. Introduction to the IRS Position on the Requirements for Same-Sex Couples to File as a Married Couple

May 25@10:00 AM - 11:00 AM PST
Online Webinars
$39

Member Price:   $39.00   |  Non-Member Price:  $49.00 This course reviews the position of the IRS and Treasury on the Defense of Marriage Act (DOMA) after the Windsor Supreme Court Decision. It reviews the opportunities and challenges of a filing status of married joint. After completing the program, participants will be able to: Identify possible tax implications as a result of the United States v. Windsor case Ascertain opportunities and traps of how to treat federal recognition of any valid marriage…

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P. Choosing the Correct Filing Status and Determining Who is a Qualified Dependent

May 25@11:30 AM - 1:00 PM PST
Online Webinars
$49

Member Price:   $39.00   |  Non-Member Price:  $49.00 This course introduces the Tax Professional on the requirements that need to be reviewed when assisting a client on determining the proper filing status for the current tax year. It discusses whether a couple is "considered married" on the last day of the tax year under all the pertinent facts and circumstances. The course reviews the rules pertaining to a "Qualifying Widow(er)" and when a taxpayer qualifies for a filing status of "Head…

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T. Introduction to the Federal Tax Issues of Divorced and Separated Taxpayers

May 29@10:00 AM - 1:45 PM PST
$99

Member Price:   $99.00   |  Non-Member Price:  $119.00 The objective of this course is to introduce the tax professional to the federal income tax provisions that apply to taxpayers who are separated or divorced from their marital spouse. The course discusses filing status, exemptions, dependents, alimony, child support, property settlement agreements and the transfer of assets. The course will also address other issues that often occur as a result of separation and divorce that are needed in advising taxpayers and in…

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H. Overview of the Various Methods of Determining Basis of Assets

May 31@10:00 AM - 12:00 PM PST
Online Webinars
$49.00

Member Price:   $69.00   |  Non-Member Price:  $89.00 Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when an asset is sold or exchanged. After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications thereof: Introduction to the basis of assets §1001 Determination of gain and loss on the disposition of assets §1012 Basis of property at cost Cost…

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June 2018

Y. Representing Your Client Before the Examination Division of the IRS

June 1@10:00 AM - 1:15 PM PST
Online Webinar
$89.00

Member Price:   $89.00   |  Non-Member Price:  $109.00 This course provides Tax Professionals with a broad base of knowledge needed to properly and successfully represent their clients in an IRS audit. This course will provide details in the areas of: Tax Representation including the history, definition, description, and qualifications of a Representative and the types of Representatives. Taxpayer Audit including the audit selection criteria and types of auditors and audits. Auditor’s Process including the Notice of Examination, Auditor’s resources, and the…

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J. Introduction to Passive Activity Loss Issues Relating to Real Estate Transactions

June 5@10:00 AM - 11:00 AM PST

Member Price:   $39.00   |  Non-Member Price:  $59.00 A concise review of the application of §469 Passive Activity Loss rules and the rules pertaining to taxpayers who qualify as real estate professionals. Participants will gain a greater understanding of IRC 469 and related tax preparation issues. After completing the program, participants will be able to: Understand the general rules of §469 Evaluate exceptions to Passive Activity Loss (PAL) rules and the PAL offset against the passive income generator as applied to…

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M. The Tax Professional’s Guide to Understanding the Importance of the Substantiating of Business Expense Deductions

June 5@11:30 AM - 2:00 PM PST
Online Webinar
$59.00

Member Price:   $59.00   |  Non-Member Price:  $79.00 Course Description: This course reviews the importance of understanding allowable deductions on the tax returns. The courts and IRS are strict regarding the substantiation of expenditures and we offer a look at some of the issues facing the taxpayer and the tax professional and ways to improve being successful under audit. Learning Objectives After completing the program, participants will be able to: Understand the meaning under §162 ordinary and necessary Understand the substantiation…

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N. Introduction to the Federal Income Tax Issues of a Decedent’s Final Form 1040, the Estate, and the Survivors

June 7@10:00 AM - 12:15 PM PST
Online Webinars
$59

Member Price:   $59.00   |  Non-Member Price:  $79.00 This course introduces the Tax Professional to the Federal Income Tax Issues involving the death of an individual taxpayer. It discusses the requirements for filing a "final Form 1040"and introduces the accounting required for "Income in Respect of a Decedent" IRD and "Deductions in Respect of a Decedent" DRD. This course will include the importance of choosing the proper filing status for the year of death and elections available to the personal representative…

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O. Introduction and Review of Worker Classification Issues: Independent Contractors vs. Employee

June 8@10:00 AM - 12:15 PM PST
Online Webinars
$59

Member Price:   $59.00   |  Non-Member Price:  $79.00 This course will provide both the beginning and seasoned Tax Professional with a broad background of the various issues surrounding the determination of worker classification status and the Tax Professional’s Role. It will include the issues concerning the responsibilities of tax withholding at the source and a review of the regulations on these issues. The course will introduce the 20 factor tests of the 1984 Revenue Ruling and the issues involved in filing…

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D. Introduction to the Federal Income Tax Issues of Filing Form 1041 for Estates and Trusts

June 12@10:00 AM - 12:00 PM PST
Online Webinars
$69

Member Price:   $69.00   |  Non-Member Price:  $89.00 This course introduces the tax professional to the special rules for preparing Form 1041 fiduciary income tax returns and discusses the reporting requirements and the pass through of tax characteristics from the entities to the beneficiaries. This course will introduce unique items that are critical for understanding the transactions of the entity vs. the beneficiary (ies). After completing the program, participants will be able to: Describe the reporting requirements of income and deductions…

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R. Introduction to Estate, Gift and Trust Tax Planning Issues

June 12@12:00 PM - 2:00 PM PST
Online Webinars
$59

Member Price:   $59.00   |  Non-Member Price:  $79.00 This course will provide the Tax Professional with an in depth understanding of issues facing clients who are concerned about transferring assets during their lifetime and at the time of death. It will discuss the concept of the unified transfer tax for Estates and Gifts and the importance of taking inventory of their assets, liabilities and responsibilities for proper identification of each. The cause will not be a preparation of the Form 706…

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W. Understanding the Deductibility of §163 Interest on Schedule A and Applicable Limitation Issues

June 14@11:30 AM - 1:00 PM PST
$39.00

Member Price:   $39.00   |  Non-Member Price:  $49.00 The objective of this course is for the Tax Professional to understand what deductions are allowed under §163 for interest paid and incurred on debt related to a taxpayer’s principal residence, second home, and investments held by the taxpayers. It will discuss the issues related to investment income and investment expenses and define net investment income for purposes of deductibility on Form 4952. It will discuss issues of carrying forward current year unused…

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