Looking for our full day
live Seminars?
May
Date: Wednesday, May 22, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00275-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Can you distinguish between an Active Trade or Business and a Hobby? This is a subject that is gaining popularity in the tax community as we see an increase in litigation related to hobby loss. How might hobby loss rules apply to non-hobby activities and rental activity? What are some of the practical consequences? We will discuss the factors in establishing a profit motive and provide questions as well as a check list to use with clients.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Quarterly Tax Update 2024: Part 1
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, May 23, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00276-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
The first part of Tax Season is over so join up for updates and other changes that will impact the rest of 2024.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
June
The Basics of LLC’s
Presenter
Time
1:00 pm – 2:00 pm
Date: Thursday, June 6, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00277-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson
Description:
Taxpayers love forming limited liability companies (LLCs), but rarely do they understand the tax impact. The IRS does not recognize LLCs as a tax filing entity, consequently, taxpayers forming LLCs will need to select the entity classification they want to use for tax reporting.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, June 13, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, June 13, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Overview of Form 1040
Presenter
Time
2:00 pm – 4:00 pm
Date: Wednesday, June 19, 2024
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00278-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Join our exclusive 2-hour webinar tailored for tax professionals, where we demystify the intricacies of Form 1040—the cornerstone of individual income tax returns. Delve into the latest updates, essential schedules, and nuanced considerations to ensure accuracy and compliance with the ever-evolving tax code. Equip yourself with the knowledge to expertly navigate Form 1040, streamline your tax preparation processes, and provide clients with invaluable insights into maximizing their tax benefits.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Anatomy of a Civil Tax Controversy
Presenter
Time
11:00 am – 1:00 pm
Date: Friday, June 21, 2024
CPE credits: 2
Time: 11:00 am – 1:00 pm
Course Number: YH1DR-T-00280-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael DeBlis
Description:
There is a certain rhythm to the audit process, and it’s a very scary beat. In this presentation, I’lldiscuss the steps that most examinations begin and end with. We’ll discuss eggshell audits, thoseaudits where unbeknownst to the IRS at the start of the examination, the taxpayer has majorcriminal problems and what you can do to help shepherd your client through the pending storm. We’ll also discuss the attorney-client privilege in the tax realm as well as the necessity to retain a Kovel accountant when there are underlying criminal tax issues that are lurking. Finally, we’ll take a short digression into IRS Appeals.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Wealth Transfer Tax Strategies
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, June 26, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00303-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Join our comprehensive webinar designed exclusively for tax professionals to explore cutting-edge wealth transfer tax strategies. Gain insights into the latest techniques for optimizing estate and gift tax planning, navigate the complexities of intergenerational wealth transfer, and stay ahead of evolving regulatory landscapes. Equip yourself with advanced knowledge to provide strategic advice and assist clients in preserving and transferring wealth efficiently.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
July
Date: Tuesday, July 9, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, July 9, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Understanding LLCs and Entity Classifications
Presenter
Time
1:00 pm – 3:00 pm
Date: Thursday, July 11, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00279-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson
Description:
Unravel the complexities of LLCs and entity classifications in our specialized webinar crafted for tax professionals. Gain a comprehensive understanding of the tax implications associated with different entity structures, with a particular focus on Limited Liability Companies (LLCs). We’ll guide you through the nuances of entity classifications, shedding light on the optimal strategies for tax planning and compliance to empower you in guiding your clients through informed decisions for their businesses.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
SECURE 1.0 and 2.0 Acts
Presenter
Time
1:00 pm – 3:00 pm
Date: Thursday, July 18, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-U-00307-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Summarize the highlights of the SECURE Acts, both 1.0 and 2.0. Review the current legislative guidance available for certain key provisions of both ACTS. Reviewed the tax rules changes that eliminated the stretch IRA. Evalute Roth conversion strategies for clients. Revisit the tax planning strategy for adopting a retirement plan after the close of a year end.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Filing DSUE & Form 706
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, July 24, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00283-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
Elevate your expertise in estate tax planning with our specialized webinar for tax professionals, focusing on the intricacies of Filing DSUE (Deceased Spousal Unused Exclusion) and Form 706. Gain essential insights into maximizing the benefits of the portability election, understand the nuances of Form 706 preparation, and ensure comprehensive compliance with estate tax regulations. Join us to sharpen your skills in navigating these crucial components of estate planning, empowering you to provide clients with strategic guidance for preserving and transferring wealth.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Form 1099-K Payment Card & 3rd Party Network Transactions
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, July 25, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00282-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Navigate the intricacies of Form 1099-K and unravel the complexities surrounding payment card and third-party network transactions in our specialized webinar for tax professionals. Gain comprehensive insights into reporting requirements, thresholds, and compliance nuances to ensure accurate and efficient handling of these transactions. Join us to sharpen your skills in Form 1099-K preparation, empowering you to guide your clients through the evolving landscape of payment card and third-party network reporting with confidence.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Tax Impact on Charitable Gift Planning
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, July 31, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00281-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Delve into the strategic landscape of charitable gift planning in our exclusive webinar tailored for tax professionals. Explore the nuanced tax implications associated with philanthropic endeavors, learn effective strategies for maximizing deductions, and gain insights into optimizing charitable contributions within the ever-evolving tax framework. Join us to enhance your expertise, enabling you to provide clients with informed guidance on navigating the tax impact of charitable gift planning.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
August
The Kovel Accountant
Presenter
Time
12:00 pm – 1:00 pm
Date: Wednesday, August 7, 2024
CPE credits: 1
Time: 12:00 pm – 1:00 pm
Course Number: YH1DR-T-00284-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
In this presentation, tax attorney Mike DeBlis explains Kovel agreements and discusses the case that gave rise to them.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
The DNA of Schedule C’s
Presenter
Time
1:00 pm – 2:00 pm
Date: Thursday, August 8, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00285-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson
Description:
Join our exclusive webinar tailored for tax professionals as we demystify the intricacies of Schedule C—the linchpin of sole proprietorship tax reporting. Explore the latest updates, essential deductions, and nuanced considerations to streamline your tax preparation processes and ensure accurate compliance. Equip yourself with expert insights into maximizing deductions and optimizing reporting strategies, empowering you to navigate Schedule C with confidence and provide clients with invaluable tax advice for their small businesses.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, August 13, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00304-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
In addition to having rental properties or renting vacation homes, more and more taxpayers are renting their homes through VRBO, Airbnb and other online platforms. In this session you’ll learn which form to properly report rentals on, either Schedule E (Form 1040), Supplemental Income and Loss, Page 1, or Schedule C (Form 1040), Profit or Loss from Business. Furthermore, you’ll learn proper depreciation methods, converting Personal Residence to a rental and renting to related parties. Finally, we will explore Short-term rentals and related tax consequences. Join us for this must attend session to assist you in handling unique situations of rental properties.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Popular Tax Deductions and Breaks (CTC, CDCC, AOTC, etc…)
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, August 14, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00286-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Elevate your expertise in tax planning by attending our comprehensive webinar tailored for tax professionals, where we dissect popular tax deductions and breaks such as the Child Tax Credit (CTC), Child and Dependent Care Credit (CDCC), American Opportunity Tax Credit (AOTC), and more. Gain a deep understanding of eligibility criteria, recent updates, and strategic utilization of these provisions, ensuring you can optimize tax outcomes for your clients while staying abreast of the latest legislative changes. Join us to enhance your knowledge and empower your clients with effective tax-saving strategies.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, August 15, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00288-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Immerse yourself in the intricacies of 1031 Exchanges with our exclusive webinar tailored for tax professionals. Explore the nuances of tax-deferred exchanges, gain insights into the latest regulations, and discover strategic approaches to guide your clients through maximizing benefits while navigating the complex terrain of like-kind exchanges. Join us to deepen your expertise in 1031 Exchanges and empower your clients with informed decisions for optimal tax outcomes.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Quarterly Tax Update 2024: Part 2
Presenter
Time
2:00 pm – 3:00 pm
Date: Tuesday, August 20, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00287-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Time to update ourselves on current issues as we prepare for the the final months of the 2024 Tax Season.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Updated Retirement Contributions & Distributions
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, August 21, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00289-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
Stay ahead of the evolving landscape of retirement planning in our specialized webinar for tax professionals. Explore the latest updates on retirement contributions and distributions, gain insights into strategic tax planning opportunities, and ensure compliance with current regulations. Join us to enhance your proficiency in navigating the intricacies of retirement tax matters, empowering you to provide clients with informed advice for optimizing their financial futures.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, August 22, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, August 22, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
September
Date: Tuesday, September 10, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, September 10, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Taking off the gloves: What to Expect in US Tax Court
Presenter
Time
12:00 pm – 1:00 pm
Date: Wednesday, September 11, 2024
CPE credits: 1
Time: 12:00 pm – 1:00 pm
Course Number: YH1DR-T-00290-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This presentation will cover the following. Tax Court is based in Washington, D.C., but itsjudges travel to hear cases on regular calendars in various cities around the country. **At trial,the TP may be represented by anyone admitted to practice before the Tax Court, which includesnon-attorneys who have passed an exam. The IRS is represented in Tax Court by attorneys fromthe IRS Chief Counsel’s Office. **U.S. Tax Court applies the rules of evidence applicable intrials w/o a jury in the U.S. District Court of the District of Columbia. U.S. Tax Court follows itsown procedural rules. In this presentation, we will deliver into these rules.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
October
Date: Tuesday, October 8, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, October 8, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Gift Tax Reporting on Form 709
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, October 9, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00291-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
Delve into the intricacies of gift tax reporting with our exclusive webinar tailored for tax professionals. Explore the nuances of Form 709, gain insights into effective gift tax planning strategies, and navigate the complexities of reporting gifts to ensure compliance with tax regulations. Join us to sharpen your expertise, empowering you to guide your clients through the meticulous process of gift tax reporting and strategic wealth transfer planning.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
The Fifth Amendment & Offshore Audits
Presenter
Time
12:00 pm – 2:00 pm
Date: Wednesday, October 16, 2024
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00292-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
The Fifth Amendment is normally associated with criminal proceedings andthe prohibition against self-incriminating testimony. However, the Fifth Amendment is a littlebroader than that. Its protections also apply in some pseudo-criminal matters, such as contemptof Congress. More importantly for tax law purposes, there is a documentary production privilege,and there is a trio of cases that flesh out this concept.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Employee vs Independent Contractor
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, October 17, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00294-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Dive into the nuanced distinction between employees and independent contractors in our specialized webinar for tax professionals. Gain a comprehensive understanding of the criteria that define these classifications, navigate the associated tax implications, and learn strategic approaches for advising clients on proper worker categorization to ensure compliance with tax regulations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Tax Implications of the Gig Economy
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, October 23, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00293-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Join our exclusive webinar for tax professionals as we dissect the intricate tax implications of the Gig Economy. Explore the unique challenges and opportunities presented by gig workers, delve into tax reporting requirements, and gain insights into optimizing tax strategies for both individuals and businesses operating in this dynamic sector. Stay ahead of the curve with expert guidance on navigating the evolving landscape of the Gig Economy and providing clients with informed advice for tax compliance and efficiency.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, October 24, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00275-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Can you distinguish between an Active Trade or Business and a Hobby? This is a subject that is gaining popularity in the tax community as we see an increase in litigation related to hobby loss. How might hobby loss rules apply to non-hobby activities and rental activity? What are some of the practical consequences? We will discuss the factors in establishing a profit motive and provide questions as well as a check list to use with clients.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Overview of Form 1040
Presenter
Time
2:00 pm – 4:00 pm
Date: Wednesday, October 30, 2024
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00278-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Join our exclusive 2-hour webinar tailored for tax professionals, where we demystify the intricacies of Form 1040—the cornerstone of individual income tax returns. Delve into the latest updates, essential schedules, and nuanced considerations to ensure accuracy and compliance with the ever-evolving tax code. Equip yourself with the knowledge to expertly navigate Form 1040, streamline your tax preparation processes, and provide clients with invaluable insights into maximizing their tax benefits.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Trusts and Estates – Part 1
Presenter
Time
1:00 pm – 3:00 pm
Date: Thursday, October 31, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00308-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Join Michael in the first of two webiners as we strengthen your knowledge of strategic estate planning. With TCJA sunset provisions possibly in play we as professionals need to be ready to advise our clients on key provision that may significantly impact their financial and estate well being. We will review types of trusts, trustee powers, recognition and realization of income, the elements of an estate and the taxation of trusts and estates.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
November
Trusts and Estates – Part 2
Presenter
Time
1:00 pm – 3:00 pm
Date: Wednesday, November 6, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00309-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Join Michael as he builds on the previous webinar regarding trust and estate matters. The session will focus on managing tax obligations of trusts and estates, and how these obligations affect beneficiaries. He will also discuss important estate tax planning strategies and recent IRS guidance that may impact certain types of existing trusts. Lastly, review the need to maximize every client’s basic exclusion amount before the possible reduction assuming that Congress lets the TCJA provision sunset.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Understanding Financial Statements for Schedule C’s, S Corps & Partnerships
Presenter
Time
1:00 pm – 3:00 pm
Date: Thursday, November 7, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00295-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson
Description:
Join our specialized webinar designed for tax professionals to master the interpretation and analysis of financial statements for Schedule C’s, S Corporations, and Partnerships. Gain practical insights into dissecting these financial documents, understanding key indicators, and optimizing tax strategies for diverse business structures. Elevate your proficiency in financial statement analysis, enabling you to provide strategic advice and enhance the overall financial well-being of your clients.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, November 12, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, November 12, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Various Form 1099s
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, November 13, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00296-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Embark on a comprehensive exploration of Various Form 1099s in our exclusive webinar tailored for tax professionals. Navigate the intricate landscape of different 1099 forms, delve into reporting requirements, and gain practical insights into compliance nuances, ensuring you are well-equipped to handle diverse income sources for your clients. Join us to enhance your proficiency in managing Form 1099 reporting, empowering you to navigate the complexities of tax compliance with confidence and accuracy.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Quarterly Tax Update 2024: Part 3
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, November 14, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00297-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Our final update of the year – Tax Season has ended but still much to do as we review guidance issued, year end issues to address and other key updates announced.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
S Corp Basis (Form 7203) and Partnership Basis
Presenter
Time
2:00 pm – 3:00 pm
Date: Tuesday, November 19, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00305-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
As a tax professional, it’s imperative to know basis rules and calculations for our clients that are shareholders and or partners in Pass-through entities. Furthermore, we must analyze how basis rules affect their individual Form 1040 tax return.
This session will provide a valuable and essential overview for Partnership and S Corporation basis issues
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Demystifying the FBAR
Presenter
Time
12:00 pm – 2:00 pm
Date: Wednesday, November 20, 2024
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00298-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course breaks the FBAR (Foreign Bank Account Report) down into its individual components and covers each in exquisite detail. Uncover the intricacies of FBAR compliance, discover best practices for reporting foreign financial accounts, and stay ahead of regulatory changes. Join us for expert insights that will equip you with the knowledge and strategies necessary to navigate FBAR requirements effectively and assist your clients in meeting their international tax obligations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
SECURE 1.0 and 2.0 Acts
Presenter
Time
1:00 pm – 3:00 pm
Date: Thursday, November 21, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-U-00307-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
SECURE 1.0 and 2.0 Acts – Where are we at with all of this retirement plan legislation? Review current DOL and IRS guidance, including the various provisions in SECURE 2.0 and the latest IRS guidance related to such provisions including the IRC §529 ROTH rollover, the Rothification of employee and employer contributions to SEPs and SIMPLEs, the special spousal rollover. And finally, will we have final death RMD regulations under the 10-year distribution provision in SECURE 1.0 Act?
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
December
Date: Tuesday, December 17, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00306-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
This course presents numerous topics within the subject of Reasonable Cause. We will demonstrate how to navigate a first-time Abatement Program. We will show by using the Internal Revenue Manual, IRC, Regulations and case law how to navigate and support your clients reasonable cause position. This webinar will provide valuable techniques to assist our clients to reduce penalties imposed by the Internal Revenue Service in various situations. Come join us for this indispensable webinar to assist your clients in their time of need.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Wednesday, December 18, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Wednesday, December 18, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |