​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Live Webinars

Our webinars provide a convenient way to learn about popular tax matters, ranging from corporate, individual, update and ethics topics. ​All live webinars are archived and available on-demand​ throughout the year.​​​​

About our live webinars:

  •    Typically 1-2 hours long
  •    Online instructor-led course
  •    Researchers available to answer questions
  •    Answer polling questions to receive CPE
  •    Includes webinar recording and presentation slides
  •    Includes certificate of completion

These courses are included with Premium level membership. Professional level members can use code FREECPE at checkout to redeem one 2 CPE webinar per membership period.

​​​​​

2020 Webinars​​​​​​

 

 

Live WebinarTax Treatment of Health Reimbursement Arrangements (HRAs) Webinar<h3>Summary</h3> <p>Health Reimbursement Arrangements (HRAs) are powerful tools that help businesses meet their health insurance obligations and bring an added benefit employees enjoy, as HRAs allow both employees and employers tax savings on the cost of healthcare. This year brings new options and guidance about the various types of HRAs, and businesses must follow specific IRS set up instructions and procedures to qualify for tax benefits. Attend this webinar to gain a better understanding of the types of HRAs available to employers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Explain the rules regarding traditional HRAs</li> <li>Explain the rules regarding QSEHRAs</li> <li>Explain the rules regarding ICHRAs</li> <li>Explain the rules regarding EBHRAs</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-04-28T05:00:00ZNone2020-03-17T05:00:00Z2020-03-17T05:00:00Z2020-03-20T05:00:00ZWEB2009Basic1Federal Tax Law Topic0N/A2020-04-28T05:00:00Z2020-04-29T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based1Federal Tax Law Topic11TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020April2020-04-28T05:00:00Z2020-04-29T05:00:00Z2020-04-29T05:00:00Z50 minutes4042032Tuesday, April 28, 2:00 p.m. - 3:00 p.m. CTTuesday, April 28, 2:00 p.m. - 3:00 p.m. CTTuesday, April 28, 2:00 p.m. - 3:00 p.m. CTWednesday, April 29, 10:00 a.m. - 11:00 a.m. CTWednesday, April 29, 10:00 a.m. - 11:00 a.m. CTWednesday, April 29, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarDetermining Qualifying Dependents Webinar<h3>Summary</h3> <p>Who’s claiming the child? It’s a question that is asked daily in any income tax practice. The determination of who is eligible to claim dependency can be complex and sometimes confusing. This can especially cause tax professionals to scratch their heads in a divorce or non-traditional family dynamic. This webinar will discuss the different family situations, and who is the eligible taxpayer that will be able to claim the child and the credits that are attached to the dependent child.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the custodial vs. noncustodial parent</li> <li>Apply the five tests of a qualifying child</li> <li>Determine when and if a divorce decree can be used to determine dependency</li> <li>Identify when a child is a qualifying child or qualifying relative</li> <li>Identify when the CTC, ODC or ACTC is allowable</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-05-05T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2010Basic1Federal Tax Law Topic0N/A2020-05-05T05:00:00Z2020-05-06T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based1Federal Tax Law Topic11TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020May2020-05-05T05:00:00Z2020-05-07T05:00:00Z2020-05-06T05:00:00Z50 minutes4042032Tuesday, May 5, 2:00 p.m. - 3:00 p.m. CTTuesday, May 5, 2:00 p.m. - 3:00 p.m. CTTuesday, May 5, 2:00 p.m. - 3:00 p.m. CTWednesday, May 6, 10:00 a.m. - 11:00 a.m. CTWednesday, May 6, 10:00 a.m. - 11:00 a.m. CTWednesday, May 6, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Reporting of Gig and Sharing Economy Income Webinar<h3>Summary</h3> <p>The sharing and gig economy is rapidly evolving and changing how people commute, travel, rent, vacation and provide services using online platforms, including smartphone apps. These types of jobs also make for more employment opportunities among U.S. taxpayers as most are at-will involvement. It is not uncommon to see more than one gig listed as sources of income when you examine your clients’ financials. This webinar looks at several of these income sources and how to report them properly on the taxpayer’s tax return.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Correctly report income from shared economy businesses</li> <li>Correctly report independent contractor income</li> <li>Correctly report rental income versus vacation home income</li> <li>Identify expenses related to shared economy businesses</li> <li>Calculate vehicle expenses for shared economy businesses</li> <li>Calculate home office expenses for shared economy businesses</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-05-12T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2011Basic2Federal Tax Law Topic0N/A2020-05-12T05:00:00Z2020-05-13T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesFederal Tax Law TopicCheryl Morse, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020May2020-05-12T05:00:00Z2020-05-13T05:00:00Z2020-05-13T05:00:00Z100 minutes8084063Tuesday, May 12, 2:00 p.m. - 4:00 p.m. CTTuesday, May 12, 2:00 p.m. - 4:00 p.m. CTTuesday, May 12, 2:00 p.m. - 4:00 p.m. CTWednesday, May 13, 10:00 a.m. - 12:00 p.m. CTWednesday, May 13, 10:00 a.m. - 12:00 p.m. CTWednesday, May 13, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarUnderstanding Unique Issues for Clergy Webinar<h3>Summary</h3> <p>The tax code has unique provisions related to clergy and how they report income, expenses and credits. Regardless if you are a minister performing ministerial services or a self-employed person, all clergy earnings, wages, offerings and fees received for performing marriages, baptisms, funerals, etc., are subject to income tax. This course covers the basics of properly preparing clergy returns and aspects from the employer’s perspective pertaining to compensation, fringe benefits, accountable plans and payroll taxes.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify who qualifies for special tax treatment as clergy</li> <li>Apply the dual status nature of clergy</li> <li>Categorize valid income and expenses for clergy</li> <li>List the requirements for the housing allowance</li> <li>Distinguish the unique treatment of employment taxes by churches</li> <li>Identify income that is subject to self-employment tax</li> <li>Differentiate between the use of Form 4361 and Form 4029</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-05-19T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2012Basic2Federal Tax Law Topic0N/A2020-05-19T05:00:00Z2020-05-20T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesFederal Tax Law TopicLes Marti, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020May2020-05-19T05:00:00Z2020-05-20T05:00:00Z2020-05-20T05:00:00Z100 minutes8084063Tuesday, May 19, 2:00 p.m. - 4:00 p.m. CTTuesday, May 19, 2:00 p.m. - 4:00 p.m. CTTuesday, May 19, 2:00 p.m. - 4:00 p.m. CTWednesday, May 20, 10:00 a.m. - 12:00 p.m. CTWednesday, May 20, 10:00 a.m. - 12:00 p.m. CTWednesday, May 20, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarAudits of Cash Businesses Webinar<h3>Summary</h3> <p>When dealing with a cash business the issues surrounding the examination magnify, as now the IRS will delve into what was reported but may have NOT been reported. This program will review what practitioners need to be considering when preparing for an examination of a cash intensive business. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify how the IRS delves into what was reported or NOT reported.</li> <li>Recognize what practitioners need to be considering when preparing for an examination of a cash intensive business</li> <li>Identify those industries the IRS views as cash intensive</li> <li>Outline the various techniques utilized by the IRS to identify unreported income</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-05-28T05:00:00ZNone2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2013Intermediate2Federal Tax Law Topic0N/A2020-05-28T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesFederal Tax Law TopicEric Green, Esq.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020May2020-05-28T05:00:00Z2020-05-28T05:00:00Z100 minutes8084063Thursday, May 28, 10:00 a.m. - 12:00 p.m. CTThursday, May 28, 10:00 a.m. - 12:00 p.m. CTThursday, May 28, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarSelling a Publicly Traded Partnership Interest Webinar<h3>Summary</h3> <p>Investments in publicly traded partnerships (PTPs) are some of the more complex dispositions to report. In this webinar, you will learn how to navigate the Schedule K-1 packages provided by PTPs and interpret the sales schedule included in the package when reporting the sale. The webinar discusses where the responsibility for basis tracking lies and how to determine the character of the taxpayer’s gain or loss, as well as where to report the information on the taxpayer’s return.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Analyze the Schedule K-1 package from a PTP</li> <li>Interpret the sales schedule when taxpayer sells a PTP interest</li> <li>Summarize the importance of basis tracking by taxpayer</li> <li>Calculate the ordinary and capital portion of taxpayer’s gain or loss</li> <li>Outline how to report ordinary and capital gain or loss upon disposition of PTP interest</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-06-02T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2014Intermediate1Federal Tax Law Topic0N/A2020-06-02T05:00:00Z2020-06-03T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based1Federal Tax Law Topic11TaxesUnderstanding of partnership taxationGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020June2020-06-02T05:00:00Z2020-06-03T05:00:00Z2020-06-03T05:00:00Z50 minutes4042032Tuesday, June 2, 2:00 p.m. - 3:00 p.m. CTTuesday, June 2, 2:00 p.m. - 3:00 p.m. CTTuesday, June 2, 2:00 p.m. - 3:00 p.m. CTWednesday, June 3, 10:00 a.m. - 11:00 p.m. CTWednesday, June 3, 10:00 a.m. - 11:00 p.m. CTWednesday, June 3, 10:00 a.m. - 11:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarPerforming Effective Client Interviews Webinar<h3>Summary</h3> <p>Have you ever had clients who seem to have special circumstances for every financial situation? Your clients’ financial decisions throughout the year can affect your job as their trusted tax professional. In this practical webinar, learn about client interview tips to draw out all the needed information and see how the puzzle pieces all fit together. This will help you complete a full assessment of your client and how much time their return may require.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the communication with taxpayers and how it relates to the accuracy of their return</li> <li>Identify potential information that could be incomplete, inconsistent or incorrect</li> <li>Illustrate how a skilled tax professional extracts information using an effective interview worksheet</li> <li>Identify potential pitfalls and the need to modify the current worksheet as needed</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-09T05:00:00Z2020-06-09T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2015Basic1Federal Tax Law Topic0N/A2020-06-09T05:00:00Z2020-06-10T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based1Federal Tax Law Topic11TaxesFederal Tax Law TopicJared Foos, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020June2020-06-09T05:00:00Z2020-06-10T05:00:00Z2020-06-10T05:00:00Z100 minutes8084063Tuesday, June 9, 2:00 p.m. - 4:00 p.m. CTTuesday, June 9, 2:00 p.m. - 4:00 p.m. CTTuesday, June 9, 2:00 p.m. - 4:00 p.m. CTWednesday, June 10, 10:00 a.m. - 12:00 p.m. CTWednesday, June 10, 10:00 a.m. - 12:00 p.m. CTWednesday, June 10, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Rules of Lump-Sum Social Security Benefits Webinar<h3>Summary</h3> <p>Your client was approved for Social Security disability benefits and received a large lump-sum payment for multiple years of benefits. This scenario is quite common and tax pros need to know how this impacts tax reporting. Your clients who are already receiving Social Security disability benefits rely on you to help them make the best financial decisions because every cent counts! In this webinar, you’ll learn the tax implications and how to navigate this scenario, so the taxpayer does not pay more taxes than legitimately required.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the general rules for calculating taxable Social Security benefits</li> <li>Analyze options for when to make the lump-sum election</li> <li>Prepare IRS Pub 915 worksheets to calculate taxable Social Security benefits</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-11T05:00:00Z2020-06-16T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2016Intermediate1Federal Tax Law Topic0N/A2020-06-16T05:00:00Z2020-06-17T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based1Federal Tax Law Topic11TaxesKnowledge of retirement income taxSara Leone, CPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020June2020-06-16T05:00:00Z2020-06-17T05:00:00Z2020-06-17T05:00:00Z50 minutes4042032Tuesday, June 16, 2:00 p.m. - 3:00 p.m. CTTuesday, June 16, 2:00 p.m. - 3:00 p.m. CTTuesday, June 16, 2:00 p.m. - 3:00 p.m. CTWednesday, June 17, 10:00 a.m. - 11:00 a.m. CTWednesday, June 17, 10:00 a.m. - 11:00 a.m. CTWednesday, June 17, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Season Mistakes Webinar<h3>Summary</h3> <p>This incredibly popular program will cover those mistakes practitioners make during tax season that can cause the IRS to start enforcement action, either through an audit or collection. Join us for the program that will help you avoid the pitfalls that can cause you and your clients extreme heartburn. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the common mistakes made by tax preparers during tax season and how to avoid them</li> <li>Identify potential collection issues before the returns are filed</li> <li>Understand the strategies for resolving tax debts before they arise</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p> 2020-03-11T05:00:00Z2020-06-16T05:00:00ZNone2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2017Intermediate1Federal Tax Law Topic0N/A2020-06-16T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based1Federal Tax Law Topic11TaxesKnowledge or experience with individual taxationEric Green, Esq.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020June2020-06-16T05:00:00Z2020-06-16T05:00:00Z100 minutes8084063Tuesday, June 16, 10:00 a.m. - 12:00 p.m. CTTuesday, June 16, 10:00 a.m. - 12:00 p.m. CTTuesday, June 16, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarRequirements for Partnerships with Foreign Partners Webinar<h3>Summary</h3> <p>In this global economy, an increasing number of foreign partners own interest in U.S. partnerships. In this webinar, you will learn about the mandatory withholding requirements on income of a foreign partner. We will also discuss what certification forms that the partnership needs from the foreign partner or entity, how to calculate income that is subject to withholding and how to comply with the filing requirements of various information returns with regard to withholding on foreign partners.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information on Form W-8BEN, <i>Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting</i></li> <li>Describe the partnership’s withholding requirements for foreign partners</li> <li>Complete applicable questions on Form 1065, <i>Schedule B</i>, when partnership has foreign partners </li> <li>Calculate the foreign partner’s income subject to withholding</li> <li>File Form 8805, <i>Foreign Partner’s Information Statement of Section 1446 Withholding Tax</i></li> <li>File Form 8804, <i>Annual Return for Partnership Withholding Tax (Section 1446)</i></li> <li>File Form 8813, <i>Partnership Withholding Tax Payment Voucher (Section 1446)</i></li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-11T05:00:00Z2020-06-30T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2018Advanced2Federal Tax Law Topic0N/A2020-06-30T05:00:00Z2020-07-01T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesUnderstanding of Partnership TaxGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020June2020-06-30T05:00:00Z2020-07-01T05:00:00Z2020-07-01T05:00:00Z100 minutes8084063Tuesday, June 30, 2:00 p.m. - 4:00 p.m. CTTuesday, June 30, 2:00 p.m. - 4:00 p.m. CTTuesday, June 30, 2:00 p.m. - 4:00 p.m. CTWednesday, July 1, 10:00 a.m. - 12:00 p.m. CTWednesday, July 1, 10:00 a.m. - 12:00 p.m. CTWednesday, July 1, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarPayroll Tax Train Wreck Webinar<h3>Summary</h3> <p>The number one reason that small businesses get into tax trouble is due to the failure to report and pay payroll taxes. Payroll tax liabilities are such a large part of the Tax Gap that the IRS has started several initiatives to deal with the non-compliance by employers. This program will cover the current IRS initiatives to deal with payroll tax issues, including the Trust Fund Recovery penalty and how the IRS will pursue responsible owners and employees of the business it believes is responsible for the unpaid payroll taxes. The program will also review how practitioners can help their client’s either avoid the Trust Fund Recovery Penalty or resolve the personal liability issues.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand how the IRS assesses the company and responsible individuals for the unpaid payroll taxes</li> <li>Identify who may be deemed personally responsible for the unpaid payroll taxes</li> <li>Explain the assessment procedures under IRC § 6672</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-11T05:00:00Z2020-07-07T05:00:00ZNone2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2019Intermediate2Federal Tax Law Topic0N/A2020-07-07T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge or experience with payroll and payroll taxationEric Green, Esq.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020July2020-07-07T05:00:00Z2020-07-07T05:00:00Z100 minutes8084063Tuesday, July 7, 2:00 p.m. - 4:00 p.m. CTTuesday, July 7, 2:00 p.m. - 4:00 p.m. CTTuesday, July 7, 2:00 p.m. - 4:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarConverting an Entity Taxed As a Partnership To Sole Ownership Webinar<h3>Summary</h3> <p>This webinar discusses the steps involved when an entity taxed as a partnership converts to a solely-owned entity. The IRS released Revenue Ruling 99-6 to explain these steps, but the process is complicated. The three steps include liquidation of the partnership, purchase/sale of assets between partners, and lastly, placing the assets formerly owned by the partnership in service in the sole owner’s entity of choice. You’ll also learn how to determine the basis of the assets from the partnership that the sole owner places in service.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the steps required when converting a partnership to a solely-owned entity</li> <li>Identify the tax consequences for the partnership and partners when the partnership liquidates</li> <li>Calculate each partner’s basis in the assets received in liquidation</li> <li>Identify the reporting requirements for the buying and selling partner(s)</li> <li>Determine the sole owner’s basis and holding period of the assets formerly owned by the partnership</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-20T05:00:00Z2020-07-14T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2020Intermediate2Federal Tax Law Topic0N/A2020-07-14T05:00:00Z2020-07-15T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of business taxationLarry Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020July2020-07-14T05:00:00Z2020-07-15T05:00:00Z2020-07-15T05:00:00Z100 minutes8084063Tuesday, July 14, 2:00 p.m. - 4:00 p.m. CTTuesday, July 14, 2:00 p.m. - 4:00 p.m. CTTuesday, July 14, 2:00 p.m. - 4:00 p.m. CTWednesday, July 15, 10:00 a.m. - 12:00 p.m. CTWednesday, July 15, 10:00 a.m. - 12:00 p.m. CTWednesday, July 15, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarNavigating Employer-Provided Health Insurance Webinar<h3>Summary</h3> <p>This course will navigate the contributions, limitations, distributions and eligibility for HSAs, FSAs, HRAs, QSEHRAs, as well as self-employed health insurance deductions. Each of these has their own advantages and pitfalls, and this course will help you understand their different components so you can help your clients choose which option is the best for them and their employees. For example, some allow a carryover of funds and are portable after termination, some are cross-compatible with other options and most have different maximum annual contribution amounts.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the eligibility requirements for HSAs, FSAs, HRAs, QSEHRAs and SE health insurance</li> <li>Correctly calculate a client’s contribution limits</li> <li>Identify qualified expenses</li> <li>Outline the effects of changes of employment on HSAs</li> <li>Describe the testing periods associated with HSAs</li> <li>Describe the penalties associated with each type of plan</li> <li>Correctly report contributions, distributions and adjustments</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-07-21T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2021Intermediate2Federal Tax Law Topic0N/A2020-07-21T05:00:00Z2020-07-22T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesFederal Tax Law TopicLaura Strombom, EA, MBA, NTPI FellowFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020July2020-07-21T05:00:00Z2020-07-22T05:00:00Z2020-07-22T05:00:00Z100 minutes8084063Tuesday, July 21, 2:00 p.m. - 4:00 p.m. CTTuesday, July 21, 2:00 p.m. - 4:00 p.m. CTTuesday, July 21, 2:00 p.m. - 4:00 p.m. CTWednesday, July 22, 10:00 a.m. - 12:00 p.m. CTWednesday, July 22, 10:00 a.m. - 12:00 p.m. CTWednesday, July 22, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarHelping Clients Benefit from the New Meals & Entertainment Rules Webinar<h3>Summary</h3> <p>Some of your clients may be in the business of wining-and-dining, which can be pretty costly. The <i>Tax Cuts and Jobs Act</i> (TCJA) changed the rules for claiming business meals and entertainment for your clients. Taxpayers used to be able to deduct up to 50% of the costs directly related to entertainment, but that changed under the TCJA. This webinar will help you navigate the new allowable deductions for your clients’ business meals and, in limited circumstances, determine when and where entertainment may still be deductible.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the exceptions to the disallowance rule for entertainment deductions</li> <li>Define requirements for claiming business meal deductions</li> <li>Differentiate between accountable plans and nonaccountable plans </li> <li>Summarize the requirements for accountable plans</li> <li>Identify substantiation requirements for deductibility of business meals</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-04T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2022Intermediate2Federal Tax Law Topic0N/A2020-08-04T05:00:00Z2020-08-05T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of business income taxAJ Reynolds, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-04T05:00:00Z2020-08-05T05:00:00Z2020-08-05T05:00:00Z100 minutes8084063Tuesday, August 4, 2:00 p.m. - 4:00 p.m. CTTuesday, August 4, 2:00 p.m. - 4:00 p.m. CTTuesday, August 4, 2:00 p.m. - 4:00 p.m. CTWednesday, August 5, 10:00 a.m. - 12:00 p.m. CTWednesday, August 5, 10:00 a.m. - 12:00 p.m. CTWednesday, August 5, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarCharitable Giving Tax Strategies Webinar<h3>Summary</h3> <p>The ways taxpayers contribute to charities and pass on wealth are varied and potentially confusing. These contributions also come with complicated tax limits, benefits and rules. Tax preparers should have a discussion with their clients to learn their goals to proactively help them maximize and time gifts for the best tax-saving opportunities. This webinar looks at several charitable giving tax options to give you, the tax preparer, a toolkit of strategies that increase your value to your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the impact of recent tax law changes on charitable giving strategies</li> <li>Calculate basis of non-cash property donated</li> <li>Calculate IRA qualified charitable distributions</li> <li>Analyze the outcomes of creating a donor-advised fund versus bunching deductions</li> <li>Summarize the qualifications required for a conservation easement contribution</li> <li>Evaluate the tax benefits of a charitable lead trust versus its inverse charitable remainder trust</li> <li>Prepare Form 5227, <i>Split-Interest Trust Information Return</i></li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-11T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2023Internediate2Federal Tax Law Topic0N/A2020-08-11T05:00:00Z2020-08-12T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of basic individual and fiduciary income taxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-11T05:00:00Z2020-08-12T05:00:00Z2020-08-12T05:00:00Z100 minutes8084063Tuesday, August 11, 2:00 p.m. - 4:00 p.m. CTTuesday, August 11, 2:00 p.m. - 4:00 p.m. CTTuesday, August 11, 2:00 p.m. - 4:00 p.m. CTWednesday, August 12, 10:00 a.m. - 12:00 p.m. CTWednesday, August 12, 10:00 a.m. - 12:00 p.m. CTWednesday, August 12, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Rules for Business Vehicles Webinar<h3>Summary</h3> <p>There are several benefits that a business can receive for having a vehicle that is either owned or used in a trade or business. For example, a business owner can get a tax benefit for taking a Section 179 deduction by purchasing a new or used vehicle. It is common in the industries of construction, sales travel, delivery businesses and client transportation to have a specific vehicle used only for business. This course will explain the benefits available and how they may pertain to each of your clients on their business returns. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine allowable depreciation</li> <li>Identify the listed property rules</li> <li>Describe rules for claiming standard mileage rate vs. actual expenses</li> <li>Complete Form 4562, <i>Depreciation and Amortization (Including Information on Listed Property)</i></li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-18T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2024Intermediate2Federal Tax Law Topic0N/A2020-08-18T05:00:00Z2020-08-19T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Business Tax LawBrad Messner, EA, MBAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-18T05:00:00Z2020-08-19T05:00:00Z2020-08-19T05:00:00Z50 minutes4042032Tuesday, August 18, 2:00 p.m. - 3:00 p.m. CTTuesday, August 18, 2:00 p.m. - 3:00 p.m. CTTuesday, August 18, 2:00 p.m. - 3:00 p.m. CTWednesday, August 19, 10:00 a.m. - 11:00 a.m. CTWednesday, August 19, 10:00 a.m. - 11:00 a.m. CTWednesday, August 19, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Rules and Reporting of Virtual Currency Webinar<h3>Summary</h3> <p>Bitcoin, Litecoin and Ethereum are types of cryptocurrency, which is an internet-based exchange medium to conduct financial transactions. Cryptocurrencies are considered very secure because they use strong cryptography to verify the transfer of assets. This webinar reviews what cryptocurrency is and how to report it. The IRS has special requirements for trading cryptocurrency and for taxpayers selling or exchanging virtual currencies. We’ll also cover the nuances of the new virtual currency disclosure question on the Form 1040.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the types of cryptocurrencies and the way they work</li> <li>Correctly report income from cryptocurrency</li> <li>Correctly report gains and losses from cryptocurrency</li> <li>Identify the pitfalls of cryptocurrency</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-25T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2025Intermediate2Federal Tax Law Topic0N/A2020-08-25T05:00:00Z2020-08-26T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Individual Income TaxAmy Wall, EA, MBAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-25T05:00:00Z2020-08-26T05:00:00Z2020-08-26T05:00:00Z100 minutes8084063Tuesday, August 25, 2:00 p.m. - 4:00 p.m. CTTuesday, August 25, 2:00 p.m. - 4:00 p.m. CTTuesday, August 25, 2:00 p.m. - 4:00 p.m. CTWednesday, August 26, 10:00 a.m. - 12:00 p.m. CTWednesday, August 26, 10:00 a.m. - 12:00 p.m. CTWednesday, August 26, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 1: Identifying Different Types and Terms Webinar<h3>Summary</h3> <p>This webinar kicks off a four-part series focusing on trusts. There are several different types of trusts and many different terms used interchangeably when naming trusts. Sometimes the name of a trust can be deceiving regarding the taxation of the income of the trust. The trust document is the key to determining how income of the trust will be taxed. Attend this webinar to introduce trust preparation to your tax practice.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the different types of trusts</li> <li>Analyze the trust document and identify the type of trust</li> <li>Determine whether the trust is separate from the grantor</li> <li>Summarize the overall income tax consequences of the trust</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-09-01T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2026Intermediate2Federal Tax Law Topic0N/A2020-09-01T05:00:00Z2020-09-02T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxationJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-01T05:00:00Z2020-09-02T05:00:00Z2020-09-02T05:00:00Z100 minutes8084063Tuesday, September 1, 2:00 p.m. - 4:00 p.m. CTTuesday, September 1, 2:00 p.m. - 4:00 p.m. CTTuesday, September 1, 2:00 p.m. - 4:00 p.m. CTWednesday, September 2, 10:00 a.m. - 12:00 p.m. CTWednesday, September 2, 10:00 a.m. - 12:00 p.m. CTWednesday, September 2, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTaxation of Income Earned in a U.S. Possession/Territory Webinar<h3>Summary</h3> <p>Generally, the same rules that apply for determining U.S.-sourced income will apply to U.S. possession-sourced income. However, there are some very important exceptions to the rules. We will discuss those exceptions as well as how and where the income earned in a U.S. possession by a US citizen or resident is reported. This webinar will also explain income earned in a U.S. possession/territory (e.g. Puerto Rico, U.S. Virgin Islands, Guam) and will discuss how and where the income earned is reported. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Discuss the U.S. income rule</li> <li>Identify the U.S. possessions/territories</li> <li>Report income earned in the possession</li> <li>Determine bona fide residence or physical presence</li> <li>Determine if income is effectively connected to the U.S. </li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-09-08T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2027Intermediate2Federal Tax Law Topic0N/A2020-09-08T05:00:00Z2020-09-09T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Individual Income TaxGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-08T05:00:00Z2020-09-09T05:00:00Z2020-09-09T05:00:00Z100 minutes8084063Tuesday, September 8, 2:00 p.m. - 4:00 p.m. CTTuesday, September 8, 2:00 p.m. - 4:00 p.m. CTTuesday, September 8, 2:00 p.m. - 4:00 p.m. CTWednesday, September 9, 10:00 a.m. - 12:00 p.m. CTWednesday, September 9, 10:00 a.m. - 12:00 p.m. CTWednesday, September 9, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 2: Fundamentals, Filing Requirements and Reporting Income Webinar<h3>Summary</h3> <p>This webinar covers the filing requirements of a trust. You’ll learn how a simple trust differs from a complex trust, how income is reported by the trust and when it is beneficial to treat the trust income as a decedent’s estate income. This webinar will identify information you must gather and walk you through the completion of the income section of Form 1041 on Lines 1-9 using illustrations.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine the appropriate information needed to prepare Form 1041 for a trust</li> <li>Assess when the §645 election to treat trust income as estate’s is allowed and beneficial</li> <li>Determine what income is reported on Form 1041 for a trust</li> <li>Determine the Form 1041 trust due date and filing requirements</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-09-15T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2028Intermediate2Federal Tax Law Topic0N/A2020-09-15T05:00:00Z2020-09-16T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-15T05:00:00Z2020-09-16T05:00:00Z2020-09-16T05:00:00Z100 minutes8084063Tuesday, September 15, 2:00 p.m. - 4:00 p.m. CTTuesday, September 15, 2:00 p.m. - 4:00 p.m. CTTuesday, September 15, 2:00 p.m. - 4:00 p.m. CTWednesday, September 16, 10:00 a.m. - 12:00 p.m. CTWednesday, September 16, 10:00 a.m. - 12:00 p.m. CTWednesday, September 16, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 3: Deductible Expenses and Reporting Distributions Webinar<h3>Summary</h3> <p>This webinar focuses on trusts required to file Form 1041. Through examples, this webinar discusses Form 1041 deductions in detail for Lines 10 through 21. After gaining an understanding of the difference between fiduciary accounting income and distributable net income, you will be able to determine who ultimately reports the income of a trust. The webinar also illustrates how to complete Form 1041, Schedule A, Charitable Deduction, and Schedule B, Income Distribution Deduction.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify what expenses can be deducted on Form 1041 for a trust</li> <li>Determine whether itemized deductions are deductible or suspended for tax years 2018-2025</li> <li>Determine the charitable deduction allowed for a trust</li> <li>Differentiate between distributable net income (DNI), fiduciary accounting income (FAI) and income distribution deduction (IDD)</li> <li>Calculate DNI, FAI and IDD for a trust</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-10-06T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2029Intermediate2Federal Tax Law Topic0N/A2020-10-06T05:00:00Z2020-10-07T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Fiduciary Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020October2020-10-06T05:00:00Z2020-10-07T05:00:00Z2020-10-07T05:00:00Z100 minutes8084063Tuesday, October 6, 2:00 p.m. - 4:00 p.m. CTTuesday, October 6, 2:00 p.m. - 4:00 p.m. CTTuesday, October 6, 2:00 p.m. - 4:00 p.m. CTWednesday, October 7, 10:00 a.m. - 12:00 p.m. CTWednesday, October 7, 10:00 a.m. - 12:00 p.m. CTWednesday, October 7, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 4: Finalizing Form 1041 and Preparing Schedule K-1 Webinar<h3>Summary</h3> <p>Learn to prepare the Form 1041 and Schedule K-1 through comprehensive examples and illustrations. We will review how report income on Schedule K-1 depending on whether the trust is simple or complex, and you’ll learn the differences of distributable net income on a final trust return versus any other tax year. The webinar also includes information on tax credits and when the net investment income tax applies for a trust.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Prepare Form 1041 for a trust</li> <li>Calculate the appropriate estimated tax payments for a trust</li> <li>Determine when a trust is subject to the net investment income tax (NIIT)</li> <li>Complete a Schedule K-1 for each beneficiary’s share of distributable net income so the beneficiaries can accurately prepare their individual tax returns</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-10-20T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2030Intermediate2Federal Tax Law Topic0N/A2020-10-20T05:00:00Z2020-10-21T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Fiduciary Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020October2020-10-20T05:00:00Z2020-10-21T05:00:00Z2020-10-21T05:00:00Z100 minutes8084063Tuesday, October 20, 2:00 p.m. - 4:00 p.m. CTTuesday, October 20, 2:00 p.m. - 4:00 p.m. CTTuesday, October 20, 2:00 p.m. - 4:00 p.m. CTWednesday, October 21, 10:00 a.m. - 12:00 p.m. CTWednesday, October 21, 10:00 a.m. - 12:00 p.m. CTWednesday, October 21, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarQualifying for the QBI Rental Safe Harbor Webinar<h3>Summary</h3> <p>In September 2019, the IRS issued Revenue Procedure 2019-38 to address issues surrounding qualified business income (QBI) and rental real estate. The Rev. Proc. created a safe harbor for treating rental real estate businesses as a trade or business in order to qualify for the 20% QBI deduction. The safe harbor was proposed because many taxpayers were uncertain whether or not they qualified for the QBI deduction. With these new rules, learn which of your clients will qualify and understand the facets of the deduction.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for the QBI deduction of rental real estate</li> <li>Discuss when a rental rises to the level of a trade or business</li> <li>Outline the requirements for use of the rental real estate safe harbor from IRC §199A</li> <li>Report the QBI deduction correctly for rental real estate businesses</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-10-27T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2031Intermediate2Federal Tax Law Topic0N/A2020-10-27T05:00:00Z2020-10-28T05:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesUnderstanding of business and real estate income.Kathy Morgan, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020October2020-10-27T05:00:00Z2020-10-28T05:00:00Z2020-10-28T05:00:00Z50 minutes4042032Tuesday, October 27, 2:00 p.m. - 3:00 p.m. CTTuesday, October 27, 2:00 p.m. - 3:00 p.m. CTTuesday, October 27, 2:00 p.m. - 3:00 p.m. CTWednesday, October 28, 10:00 a.m. - 11:00 a.m. CTWednesday, October 28, 10:00 a.m. - 11:00 a.m. CTWednesday, October 28, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarCalculate and Report Section 965 Transition Tax Webinar<h3>Summary</h3> <p>Section 965, Transition Tax on Accumulated Foreign Earnings, is the one-time U.S. transition tax on untaxed foreign earnings of foreign subsidiaries of U.S. corporations. This webinar explains how to identify U.S. shareholders with income inclusions attributable to interests in specified foreign corporations, calculate the accumulated earnings and profits (AE&P) attributable to each specified foreign corporation on the relevant determination dates, and compute any available offsets for net operating loss (NOL) years to calculate net earnings subject to the transition tax. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify U.S. shareholders with income inclusion requirements attributed to their interest in a specified foreign corporation</li> <li>Calculate the accumulated earnings and profits (AE&P) attributed to specified foreign corporations and the relevant determination dates</li> <li>Compute available offsets for NOL years to arrive at the corporation’s net earnings subject to the transition tax</li> <li>Discuss the relevant schedules used to arrive at the taxable amount for Form 965, Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System, and Form 1040, Schedule 2, Line 9</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-11-03T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2032Advanced2Federal Tax Law Topic0N/A2020-11-03T06:00:00Z2020-11-04T06:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge about corporate and foreign tax topicsGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020November2020-11-03T06:00:00Z2020-11-04T06:00:00Z2020-11-04T06:00:00Z100 minutes8084063Tuesday, November 3, 2:00 p.m. - 4:00 p.m. CTTuesday, November 3, 2:00 p.m. - 4:00 p.m. CTTuesday, November 3, 2:00 p.m. - 4:00 p.m. CTWednesday, November 4, 10:00 a.m. - 12:00 p.m. CTWednesday, November 4, 10:00 a.m. - 12:00 p.m. CTWednesday, November 4, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Treatment of Farmers Webinar<h3>Summary</h3> <p>Farming is a unique activity with its own set of special tax issues. Farmers may deduct, as business expenses, the real estate and personal property taxes on farm business assets, including farm equipment, animals, farm buildings and more. In addition to knowing what can be deducted, tax pros must know how to identify if a client’s farming is considered a hobby. This course will discuss several of these unique concepts, and teach tax professionals how to calculate farming expenses and apply depreciation methods unique to farming assets.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify whether a client’s activity is a farm activity</li> <li>Explain how the TCJA affects farmers</li> <li>Evaluate whether a client’s farming activity is a hobby or for profit and summarize the implications</li> <li>Identify various types of farm income and expenses</li> <li>Assess when the rules regarding excess farm losses apply</li> <li>Apply depreciation methods unique to assets used in farming</li> <li>Outline farm income averaging and when to use it</li> <li>Prepare Schedule F</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-11-10T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2033Intermediate2Federal Tax Law Topic0N/A2020-11-10T06:00:00Z2020-11-11T06:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of basic business Income TaxPenny Wade Smith, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020November2020-11-10T06:00:00Z2020-11-11T06:00:00Z2020-11-11T06:00:00Z100 minutes8084063Tuesday, November 10, 2:00 p.m. - 4:00 p.m. CTTuesday, November 10, 2:00 p.m. - 4:00 p.m. CTTuesday, November 10, 2:00 p.m. - 4:00 p.m. CTWednesday, November 11, 10:00 a.m. - 12:00 p.m. CTWednesday, November 11, 10:00 a.m. - 12:00 p.m. CTWednesday, November 11, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarComputing Contributions and Distributions of IRAs Webinar<h3>Summary</h3> <p>Individual retirement accounts (IRAs) are a very common retirement planning tool. This webinar covers the differences between traditional and Roth IRAs, how to calculate allowable IRA contributions based on whether or not taxpayers are covered under an employer plan, how to properly report distributions, and how to handle inherited IRAs. Additionally, we will review corrective actions when taxpayers contribute too much or forget to take required minimum distributions (RMDs).</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Compute the allowable IRA contribution and deduction</li> <li>Calculate distribution options and requirements</li> <li>Prepare Form 8606 for distributions and nondeductible contributions</li> <li>Prepare Form 5329 to report additional taxes</li> <li>Find, fix and avoid common mistakes, and request penalty waivers</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-11-17T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2034Intermediate2Federal Tax Law Topic0N/A2020-11-17T06:00:00Z2020-11-18T06:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of individual income taxSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020November2020-11-17T06:00:00Z2020-11-18T06:00:00Z2020-11-18T06:00:00Z100 minutes8084063Tuesday, November 17, 2:00 p.m. - 4:00 p.m. CTTuesday, November 17, 2:00 p.m. - 4:00 p.m. CTTuesday, November 17, 2:00 p.m. - 4:00 p.m. CTWednesday, November 18, 10:00 a.m. - 12:00 p.m. CTWednesday, November 18, 10:00 a.m. - 12:00 p.m. CTWednesday, November 18, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarHelp Your Clients Make Decisions About Stock Options Webinar<h3>Summary</h3> <p>: Reporting employee incentive stock options (ISOs), restricted stock units (RSUs), nonqualified stock options (NQSOs) and employee stock purchase plans (ESPPs) can be daunting. This webinar cuts through the alphabet soup and will look at the types of stock options employees can receive, how to determine the basis of those options and how to calculate their tax impact to the employee. This set of skills is invaluable to your clients. We’ll also review tax documents the employee should have received about stock options.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the various types of stock options</li> <li>Calculate the cost basis of stock and stock options</li> <li>Calculate income associated with the grant, vesting and exercise of employee stock options</li> <li>Determine if the taxable income is ordinary or capital gain income</li> <li>Compute required AMT adjustments where applicable</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-01T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2035Intermediate2Federal Tax Law Topic0N/A2020-12-01T06:00:00Z2020-12-02T06:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of basic income tax for investmentsLarry Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-01T06:00:00Z2020-12-02T06:00:00Z2020-12-02T06:00:00Z100 minutes8084063Tuesday, December 1, 2:00 p.m. - 4:00 p.m. CTTuesday, December 1, 2:00 p.m. - 4:00 p.m. CTTuesday, December 1, 2:00 p.m. - 4:00 p.m. CTWednesday, December 2, 2:00 p.m. - 4:00 p.m. CTWednesday, December 2, 2:00 p.m. - 4:00 p.m. CTWednesday, December 2, 2:00 p.m. - 4:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarChanging Accounting Methods Using Form 3115 Webinar<h3>Summary</h3> <p>When your clients have accounting method questions, they’ll often turn to you. The <i>Tax Cuts and Jobs Act (TCJA)</i> added several provisions that could require a change in accounting methods, such as expanding the availability of the cash method and exempting small businesses from the requirement to maintain inventory. In addition, claiming missed depreciation can be considered an accounting method change. This webinar covers properly reporting accounting method changes to the IRS and how to complete Form 3115.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify accounting method changes</li> <li>Summarize the accounting method changes eligible small businesses can make under the TCJA2</li> <li>Determine when Form 3115 must be filed or if an amended return can be filed</li> <li>Distinguish between automatic and non-automatic accounting method changes</li> <li>Compute the §481(a) adjustment and claim in the appropriate year(s)</li> <li>Complete Form 3115 to claim missed depreciation</li> <li>Prepare Form 3115 for a small business taxpayer changing from the accrual method to the cash method using the reduced filing requirement in Rev. Proc. 2018-40</li> <li>Determine how to handle inventory when a small business taxpayer uses the cash method</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-08T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2036Intermediate2Federal Tax Law Topic0N/A2020-12-08T06:00:00Z2020-12-09T06:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesKnowledge of Business Income TaxLaura Strombom, EA, MBA, NTPI FellowFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-08T06:00:00Z2020-12-09T06:00:00Z2020-12-09T06:00:00Z100 minutes8084063Tuesday, December 8, 2:00 p.m. - 4:00 p.m. CTTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarFiling Requirements for 1099s, W-2s and Other Information Returns Webinar<h3>Summary</h3> <p>Preparation is essential for successful year-end reporting. This webinar will help you understand what is needed to file your clients’ W-2s, 1099-MISCs, 1099-NECs, 941s, FUTA and other information forms or returns. We’ll review the documents and deadlines required to provide these forms to taxpayers, the IRS and the Social Security Administration. We’ll also cover filing corrected forms and the penalties for late or missed filing of information returns.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information reporting forms and when the forms are required to be filed</li> <li>Prepare Form 1099-MISC and Form 1099-NEC</li> <li>File information reporting forms correctly</li> <li>Calculate failure to file or pay penalties of information reporting forms</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-15T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2037Basic2Federal Tax Law Topic0N/A2020-12-15T06:00:00Z2020-12-16T06:00:00Z2020-03-20T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesNoneKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-15T06:00:00Z2020-12-16T06:00:00Z2020-12-16T06:00:00Z100 minutes8084063Tuesday, December 15, 2:00 p.m. - 4:00 p.m. CTTuesday, December 15, 2:00 p.m. - 4:00 p.m. CTTuesday, December 15, 2:00 p.m. - 4:00 p.m. CTWednesday, December 16, 10:00 a.m. - 12:00 p.m. CTWednesday, December 16, 10:00 a.m. - 12:00 p.m. CTWednesday, December 16, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno

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