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May 2019

MM. Things Learned During the 2018 Filing Season: Things We Thought We Knew

May 21@10:00 AM - 12:30 PM PST

Member Price » $139.00 | Non-Member Price » $169.00This course reviews federal income tax issues that created surprises and pain discovered during the 2018 filing season. Provisions in the Internal Revenue Code that were unknown or unfamiliar were brought to the forefront and stumped and startled some seasoned Tax Professionals. In addition, the course discusses some terrifying changes that have now arisen due to “The Tax Cuts and Jobs Act”.

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

May 23@10:00 AM - 11:00 AM PST

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

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RR. Hidden Traps Involving Divorce

May 23@11:30 AM - 12:30 PM PST

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

May 30@10:00 AM - 11:45 AM PST

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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G. Ethics for the Tax Professional and Circular 230 Issues

May 31@10:00 AM - 12:00 PM PST

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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June 2019

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

June 4@10:00 AM - 2:15 PM PST

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

June 6@10:00 AM - 2:00 PM PST

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

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

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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S. Reviewing the Deductibility of Medical Expenses and Taxes on Schedule A of Form 1040

June 7@12:30 PM - 1:45 PM PST

Member Price » $39.00 | Non-Member Price » $49.00The 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 Estate…

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

June 11@10:00 AM - 2:00 PM PST

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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SS. Passive Activity Losses: Complexity Untangled (Part 1 & 2)

June 13@10:00 AM - 2:00 PM PST

Member Price » $169.00 | Non-Member Price » $199.00This course takes the Tax Professional with a basic understanding of the Passive Activity Loss (PAL) rules under IRC 469 into the advanced aspects including related Code sections that often coexist. While PAL has been around since 1986 it is often minimally understood and misapplied. There are additional components added over the years that will be addressed including Real Estate Professional (RE Pro), grouping, Net Investment Income Tax, and the Pass-through Deduction.

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TT. Passive Activity Losses: Complexity Untangled (Part 3 & 4)

June 14@10:00 AM - 2:00 PM PST

Member Price » $169.00 | Non-Member Price » $199.00This course takes the Tax Professional with a basic understanding of the Passive Activity Loss (PAL) rules under IRC 469 into the advanced aspects including related Code sections that often coexist. While PAL has been around since 1986 it is often minimally understood and misapplied. There are additional components added over the years that will be addressed including Real Estate Professional (RE Pro), grouping, Net Investment Income Tax, and the Pass-through Deduction.

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OO. The Ugly 1040

June 18@10:00 AM - 2:05 PM PST

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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JJ. Tax Court Cases That Impact Your Practice

June 20@10:00 AM - 2:00 PM PST

Member Price » $169.00 | Non-Member Price » $199.00This course introduces Tax Professionals to a variety of Federal Tax Court Cases involving issues related to individuals and small businesses dealing with provisions

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

June 21@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!

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