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January 2018

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

January 1, 2018 - January 1, 2019
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, 2018@3:00 PM - January 1, 2019@12:00 AM UTC-1
Online Webinar
$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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October 2018

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

October 18@5:00 PM - 6:15 PM UTC-1
$39 – $49

Member Price » $39.00 | Non-Member Price » $49.00This 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…

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Q. Schedule C Issues Facing the Tax Professional

October 18@6:30 PM - 7:45 PM UTC-1
$39 – $49

Member Price » $39.00 | Non-Member Price » $49.00Schedule 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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T. Introduction to the Federal Income Tax Issues of Divorced and Separated Taxpayers

October 19@5:00 PM - 8:45 PM UTC-1
$99 – $119

Member Price » $99.00 | Non-Member Price » $119.00The 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…

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V. The Tax Professional’s Guide to the Deductibility of Charitable Contributions and the Importance of Complying with the Substantiation Rules

October 22@5:00 PM - 6:45 PM UTC-1
$39 – $59

Member Price » $39.00 | Non-Member Price » $59.00The objective of this course is for the Tax Professional to understand what is allowable as a charitable contribution to a §501(c)(3) organization and stress the importance of strict substantiation rules for every contribution of cash and property to the charitable entity. The course will discuss the regulations addressing contributions of $250 and more as well as contributions of more than $500 and the appraisal requirements when the cumulative property contribution is…

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

October 23@5:00 PM - 9:00 PM UTC-1
$169 – $199

Member Price » $169.00 | Non-Member Price » $199.00The 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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BB. Introduction to and Overview of the Federal Income Tax Issues of a Subchapter S-Corporation from Start-Up and Operation to Liquidation

October 25@5:00 PM - 9:00 PM UTC-1
$149 – $179

Member Price » $149.00 | Non-Member Price » $179.00This course introduces the Tax Professional who has never prepared a Subchapter S Corporation Form 1120S with the basic knowledge needed to understand the flow of the tax characteristics of the separately stated and non-separated stated items of income, deductions, losses and credits as well as understanding the importance of a proper election to be taxed as a pass through entity. The course will also allow the experienced preparer of the Form…

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

October 26@5:00 PM - 7:00 PM UTC-1
$69 – $89

Member Price » $69.00 | Non-Member Price » $89.00Determining 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."

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

October 26@7:30 PM - 9:30 PM UTC-1
$59 – $79

Member Price » $59.00 | Non-Member Price » $79.00This 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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K. Issues Concerning the “Repair Regulations” on Tangible Property and the Impact on Small Business

October 29@5:00 PM - 6:00 PM UTC-1
$39 – $59

Member Price » $39.00 | Non-Member Price » $59.00This course will introduce the Tax Professional to the IRS’s updated Repair Regulations in the decision making process of whether an expenditure is a current year deduction or a capitalized asset. Which must be depreciated over a statutory life and method. It will also introduce the ""new safe harbor elections"" available to taxpayers for specified costs and transactions. It will discuss and describe the concept of taxpayers with an ""applicable financial statement""…

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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 1099-A and Form 1099-C

October 29@6:30 PM - 8:00 PM UTC-1
$39 – $59

Member Price » $39.00 | Non-Member Price » $59.00This 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."

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A. Understanding the Challenging Tax Issues Facing the Sole Proprietorship

October 30@5:00 PM - 7:30 PM UTC-1
$49 – $69

Member Price » $49.00 | Non-Member Price » $69.00This course will introduce the Tax Professional to the Federal Income Tax issues and challenges surrounding the operation 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…

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November 2018

HH. Schedule C Trade or Business Issues and the §183 Hobby Loss Rules

November 1@5:00 PM - 9:00 PM UTC-1
$169 – $199

Member Price » $169.00 | Non-Member Price » $199.00This course reviews the important tax issues of operating a trade or business as a sole proprietorship for Federal Income Tax purposes. It reviews the reporting details required for including revenue under §61 and deducting ordinary and necessary business expenses under §162 on Schedule C of Form 1040. The course also stresses the importance of good record keeping. It will review the new §199A Qualified Business Income rules as they apply to…

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PP. Transactions Allowing the Exclusion and Deferral of Federal Income Tax

November 2@5:00 PM - 7:15 PM UTC-1
$69 – $99

Member Price » $69.00 | Non-Member Price » $99.00This 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 transactions after…

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G. Ethics for the Tax Professional and Circular 230 Issues

November 6@5:00 PM - 7:00 PM UTC-1
$69 – $89

Member Price » $69.00 | Non-Member Price » $89.00This course covers Ethics 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."

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

November 7@5:00 PM - 8:15 PM UTC-1
$89 – $109

Member Price » $89.00 | Non-Member Price » $109.00This 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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GG. §1031 Like-Kind Exchanges After the Tax Cut and Job Act

November 9@5:00 PM - 6:15 PM UTC-1
$59 – $89

Member Price » $59.00 | Non-Member Price » $89.00This course introduces the tax professional to the revision of the rules provided under the Internal Revenue Code addressing §1031 Like-Kind Exchange transactions after the enactment of the “Tax Cuts and Jobs Act” for transactions in tax years beginning after December 31, 2017. The course reviews that §1031 is a mandatory provision dealing with the general rule that no gain or loss will be recognized for real property held for the productive…

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RR. Hidden Traps Involving Divorce

November 9@7:00 PM - 8:00 PM UTC-1
$49 – $79

Member Price » $49.00 | Non-Member Price » $79.00This 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 discusses traps…

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OO. The Ugly 1040

November 14@5:00 PM - 9:05 PM UTC-1
$149 – $179

Member Price » $149.00 | Non-Member Price » $179.00This course reviews federal income tax issues pertaining to individual taxpayers. It discusses the 3 main goals of good tax planning dealing with exclusion and deferral provisions and preferential rates for long term capital gain transactions.

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