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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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July 2018

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

July 20@10:00 AM - 2:00 PM PDT
Online Webinars
$139

Member Price » $139.00 | Non-Member Price » $179.00 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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A. Understanding the Challenging Tax Issues Facing the Sole Proprietorship

July 24@10:00 AM - 12:30 PM PDT
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 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…

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

July 26@10:00 AM - 11:00 AM PDT
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.

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

July 26@11:30 AM - 12:45 PM PDT
Online Webinars
$39

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…

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

July 27@10:00 AM - 1:45 PM PDT
$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…

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

July 31@10:00 AM - 12:00 PM PDT
Online Webinars

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.

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August 2018

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

August 2@10:00 AM - 1:15 PM PDT
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. At the completion of this course, you will have a full understanding of the types of audits, and the auditor’s process, the steps needed to prepare your client, specifics of the return examination, and options the taxpayer has during the audit conclusion process. You will be prepared to…

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

August 3@10:00 AM - 11:00 AM PDT

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.

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

August 3@10:00 AM - 12:15 PM PDT
Online Webinar
$59.00

Member Price » $59.00 | Non-Member Price » $79.00 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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N. Introduction to the Federal Income Tax Issues of a Decedent’s Final Form 1040, the Estate, and the Survivors

August 7@10:00 AM - 12:15 PM PDT
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…

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

August 9@10:00 AM - 12:15 PM PDT
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…

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

August 10@10:00 AM - 12:00 PM PDT
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).

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

August 14@10:00 AM - 2:00 PM PDT
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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S. Reviewing the Deductibility of Medical Expenses and Taxes on Schedule A of Form 1040

August 16@10:00 AM - 11:15 AM PDT
Online Webinars
$39

Member Price » $39.00 | Non-Member Price » $49.00 The objective of this course is to provide the Tax Professional with a deeper understanding of the federal income tax provisions that apply to taxpayers who incur expenses for medical care for themselves their spouse and their dependents and in which year those expenses are allowed to be deducted. The course will also review the deductibility of taxes incurred and paid for income taxes, personal property taxes, sales tax and Real…

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

August 16@11:30 AM - 12:30 PM PDT
$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…

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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

August 21@10:00 AM - 11:45 AM PDT
Online Webinars
$39.00

Member Price » $39.00 | Non-Member Price » $59.00 The 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…

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G. Ethics for the Tax Professional and Circular 230 Issues

August 23@10:00 AM - 12:00 PM PDT
Online Webinars,

Member Price» $69.00 | Non-Member Price» $89.00 This course covers Ethics in 2018 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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AA. Introduction to the Federal Income Tax Issues of Partnership Taxation and the Preparation of Form 1065

August 24@10:00 AM - 2:30 PM PDT
$149

Member Price » $149.00 | Non-Member Price » $179.00 This course will introduce the tax professional to the preparation of Form 1065 for an entity doing business as a partnership under Subchapter K of the Internal Revenue Code. It will discuss the issues pertaining to the entity itself not being subject to an income tax and the pass through those of tax characteristics to the investors. For the experienced preparers of Form 1065 it will strengthen the tax knowledge dealing…

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