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October 2019

2C. Tax-Exempt Organizations: Formation and Operations

October 22@10:00 AM - 1:45 PM PDT

Member Price » $169.00 | Non-Member Price » $199.00Course Description: During this course we will cover the issues to be considered during the formation of a tax-exempt organization, the issues to be addressed during the completion of Form 1023, Application for Recognition of Exemption Under 50l(c)(3) of the Internal Revenue Code and requirements at the state level. A tax-exempt organization has unique record-keeping and compliance issues which will be addressed including changes due to the Tax Cuts and Jobs Act.…

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QQ. §121 Principal Home Sale Exclusion Issues

October 24@10:00 AM - 11:15 AM PDT

Member Price » $49.00 | Non-Member Price » $79.00Course Description: This course reviews the federal income tax issues related to ownership of a dwelling unit which qualifies as the taxpayer’s principal residence and allows for the exclusion of gain from gross income. The session discusses the required occupancy and use time periods needed to qualify for the exclusion as well as the allowance being available every two years. This course discusses the maximum allowances for non-married taxpayers and married couples…

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RR. Hidden Traps Involving Divorce

October 24@11:30 AM - 12:30 PM PDT

Member Price » $49.00 | Non-Member Price » $79.00Course Description: This course reviews the federal income tax issues involving individual taxpayers who are legally separated, going through the process of divorce or who have completed the final steps of divorce proceedings. The course discusses Internal Revenue Code §1041 Transfers of Property Between Spouses or Incident to Divorce. It introduces the general rule that no gain or loss will be recognized on the transfer of property because of divorce. The course…

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KK. Taxation of Rental Real Estate Transactions: From Acquisition to Operation To Disposition

October 25@10:00 AM - 1:45 PM PDT

Member Price » $169.00 | Non-Member Price » $199.00Course Description: This course discusses the federal income tax issues on the acquisition, operation and disposition of rental real estate. It reviews basis, depreciation, §469 Passive Activity Losses, §1250 Unrecaptured Depreciation and levels of Capital Gain and Loss recognition. Issues concerning transactions affected by the “Tax Cuts and Jobs Act” will be reviewed where applicable.”

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

October 29@10:00 AM - 1:45 PM PDT

Member Price » $99.00 | Non-Member Price » $119.00Course Description: 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…

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

October 31@10:00 AM - 1:15 PM PDT

Member Price » $89.00 | Non-Member Price » $109.00Course Description: This course provides Tax Professionals with a broad base of knowledge needed to properly and successfully represent their clients in an IRS audit.

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November 2019

CC. New Repair and Capitalization Regulation Including Form 3115

November 1@10:00 AM - 1:00 PM PDT

Member Price » $89.00 | Non-Member Price » $109.00Course Description: 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 a current deduction, de minimis rules, and explains the method of electing safe harbor treatment for qualified small…

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EE. Federal Income Tax Benefits Pertaining to Education

November 5@10:00 AM - 1:15 PM PST

Member Price » $139.00 | Non-Member Price » $169.00Course Description: This course reviews and updates the Tax Professional on the value of understanding the Federal Income Tax benefits related to investing in §529 Qualified Tuition Programs and §530 Coverdell Plans and the benefits of deferral on the growth of the investment in those programs as well as the exclusion from gross income when the distribution from those funds is used to pay Qualified Higher Education Expenses. The course will also…

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

November 7@10:00 AM - 12:15 PM PST

Member Price » $59.00 | Non-Member Price » $79.00Course Description: 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…

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Q. Schedule C Issues Facing the Tax Professional

November 7@12:30 PM - 1:30 PM PST

Member Price » $39.00 | Non-Member Price » $49.00Course Description: 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.

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PP. Transactions Allowing The Exclusion and Deferral Of Federal Income Tax

November 8@10:00 AM - 12:00 PM PST

Member Price » $69.00 | Non-Member Price » $99.00Course Description: This course discusses the federal income tax provisions allowing taxpayers to enter into transactions which do not require gains to be included in gross income and other transactions which allow the deferral of gains and losses into future tax years. The session will introduce the provisions under §453 for Installment Sales of Capital Assets and discuss the exclusion ratio calculation required on Form 6252. It will discuss §1031 Like-Kind Exchange…

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

November 8@12:15 PM - 2:15 PM PST

Member Price » $59.00 | Non-Member Price » $79.00Course 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.

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WW. §199A Safe Harbobor For Rental Real Estate Activties

November 12@10:00 AM - 12:00 PM PST
$69 – $89

Member Price » $69.00 | Non-Member Price » $89.00 Instructor:Nina Tross, MBA, EA

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LL. Choice of Business Tax Entity After the Federal Tax Changes in The Tax Cuts and Jobs Act

November 12@10:00 AM - 2:00 PM PST

Member Price » $169.00 | Non-Member Price » $199.00Webinar LL. Taking a Closer Look at the Federal Income Tax Issues of the Affordable Care Act (ACA): It's Not Going Away!Course Description: This course will examine the various business tax entity choices and the federal tax changes which impact the business taxpayer resulting from the 2017 Tax Cuts and Jobs Act.

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

November 14@10:00 AM - 11:00 AM PST

Member Price » $39.00 | Non-Member Price » $59.00Course Description: 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.

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

November 14@11:30 AM - 2:00 PM PST

Member Price » $59.00 | Non-Member Price » $79.00Course Description: 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…

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

November 15@10:00 AM - 12:30 PM PST

Member Price » $59.00 | Non-Member Price » $79.00Course Description: 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…

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

November 15@12:45 PM - 2:45 PM PST

Member Price » $59.00 | Non-Member Price » $79.00Course Description: 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…

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NN. Understanding the Opportunities and Challenges Of The Tax Cuts And Jobs Act

November 19@10:00 AM - 2:15 PM PST

Member Price » $169.00 | Non-Member Price » $199.00Course Description: 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.

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Vancouver, WA | 2019 Federal Tax Update & Review Course

November 25@8:00 AM - 5:00 PM PST
The Heathman Lodge, 7801 NE Greenwood Dr
Vancouver, WA 98662 USA
$229 – $329

2019 FEDERAL TAX UPDATE & REVIEW COURSE VANCOUVER, WA Course Description: The Annual Fall Update and Review Course is an in-depth study of Federal tax law and tax updates for 2019 and beyond. Covered topics will include the “Tax Cuts and Jobs Act” H.R.1 which is the most sweeping reform of the Internal Revenue Code in over 3 decades. The Legislation impacts every individual taxpayer and entity. The course will discuss that there are winners and losers who will need…

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