| Online Workshop | Tax Reform Impact on S Corporations & Partnerships Online Workshop | <h3>Summary</h3>
<p>The <i>Tax Cuts and Jobs Act of 2017</i> affects most small businesses, which presents an additional opportunity to assist your clients in maximizing tax savings. This hands-on course will look at partnerships and S corporations, their elections and adjustments, as well as how the new tax law affects them.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Describe the taxation of partnerships.</li>
<li>Identify the effects of partnership elections.</li>
<li>Calculate required basis adjustments.</li>
<li>Identify adjustments to be made on Form 1065, <i>Schedules M-1 and M-2</i>.</li>
<li>Describe the taxation of S corporations.</li>
<li>Compute and report the built-in gains tax.</li>
<li>Compare and contrast AAA, stock basis, and retained earnings.</li>
<li>Identify the effects of S corporation elections.</li>
<li>Identify adjustments to be made on Form 1120S, <i>Schedules M-1 and M-2</i>.</li>
<li>Identify the provisions of the <i>Tax Cuts and Jobs Act</i> that affect partnership and S corporation taxation.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes an e-book and an online workshop recording.</p> | 2019-04-02T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | | | | | OW1904-1 | Intermediate | 8 | Federal Tax Law Topic | 8 | N/A | 2019-10-03T04:00:00Z | 2019-10-03T04:00:00Z | 2019-04-02T04:00:00Z | Group Internet Based | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Topic | 8 | 8 | Taxes | Basic knowledge of federal individual taxation | Steve O'Rourke, EA | Federal Tax Law Topic | 8 CPE for AFSP, EA, CPA, CRTP | | | online workshop | 2019 | April | 2019-10-03T12:00:00Z | 2019-10-03T12:00:00Z | 2019-10-17T12:00:00Z | 8 Credit Hours | | | | | | Day one - Oct. 3, 2019 9:00 a.m. - 4:30 p.m., CST | Day one - Oct. 3, 2019 9:00 a.m. - 4:30 p.m., CST | Day one - Oct. 3, 2019 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 3-4, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 3-4, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 3-4, 9:00 a.m. - 4:30 p.m., CST | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | no | no | yes | no | | | | |
| Online Workshop | QBI and Choosing a Business Entity Online Workshop | <h3>Summary</h3>
<p>The final §199A regulations that included guidance on the qualified business income (QBI) deduction released contained over 300 pages. This hands-on workshop will walk through the QBI rules from the standpoint of the entity and complete several case studies that involve QBI and decisions related to various entities. Choosing an entity for your client is also important, as each type has its pros and cons when it comes to filing taxes. We’ll analyze switching entities and the tax consequences associated with that change. We’ll also illustrate the changing tax laws to maximize deductions for partners, shareholders and self-employed individuals.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Outline the new rules regarding Qualified Business Income (QBI).</li>
<li>Identify which taxpayers can take the deduction for QBI.</li>
<li>Calculate QBI and the QBI deduction.</li>
<li>Identify filing requirements for entities passing through QBI to partners or shareholders.</li>
<li>Correctly report income and expenses to adhere to new QBI rules.</li>
<li>Complete the Forms 1065 and 1102S for clients with QBI and compare with Schedule C.</li>
<li>Apply entity selection strategy to case studies.</li>
<li>Discuss requirements and consequences to change business entities.</li>
<li>Illustrate how an S corporation it changes its business entity.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes an e-book and an online workshop recording.</p> | 2019-04-02T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | | | | | OW1904-2 | Intermediate | 8 | Federal Tax Law Topic | 8 | N/A | 2019-10-04T04:00:00Z | 2019-10-04T04:00:00Z | 2019-04-02T04:00:00Z | Group Internet Based | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Topic | 8 | 8 | Taxes | Basic knowledge of federal individual taxation | Steve O'Rourke, EA | Federal Tax Law Topic | 8 CPE for AFSP, EA, CPA, CRTP | | | online workshop | 2019 | April | 2019-10-04T12:00:00Z | 2019-10-03T12:00:00Z | 2019-10-18T12:00:00Z | 8 Credit Hours | | | | | | Day two - Oct. 4, 2019 9:00 a.m. - 4:30 p.m., CST | Day two - Oct. 4, 2019 9:00 a.m. - 4:30 p.m., CST | Day two - Oct. 4, 2019 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 3-4, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 3-4, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 3-4, 9:00 a.m. - 4:30 p.m., CST | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | no | no | yes | no | | | | |
| Online Workshop | 1040 Update Online Workshop | <h3>Summary</h3>
<p>Understanding the yearly changes to the Form 1040 is essential to your success as a tax professional, which is why we’ve dedicated an entire course to learning the updates. This course will cover standard features of inflation-indexed updates you’ll need to understand to prepare your clients’ 2019 returns. It will also cover new head of household paid preparer due diligence, updated tax forms and schedules, the qualified business income (QBI) deduction and modifications to the net operating loss (NOL) rules. Finally, since 2018 was a big year for tax reform, you’ll learn all about the <i>Tax Cuts and Jobs Act</i> and its impact on preparing your clients’ 2019 returns.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Analyze new tax laws and how it affects your clients.</li>
<li>Recognize who qualifies as a dependent.</li>
<li>Explain the rules for determining proper withholding on the revised Form W-4.</li>
<li>Interpret the latest court decisions and IRS rulings.</li>
<li>Apply inflation-adjusted amounts to 2019 individual tax returns.</li>
<li>Identify extended and expired tax provisions.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes an e-book, an online workshop recording, quick reference desk card and multi-page tax law quick reference guide with flowcharts.</p> | 2019-04-02T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | | | | | OW1905-1 | Update | 8 | Federal Tax Law Update | 8 | N/A | 2019-10-29T05:00:00Z | 2019-10-29T05:00:00Z | 2019-04-01T05:00:00Z | Group Internet Based | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Update | 8 | 8 | Taxes | Basic knowledge of income taxation | Melinda Garvin, EA | Federal Tax Law Update | 8 CPE for AFSP, EA, CPA, CRTP | | | online workshop | 2019 | April | 2019-10-29T12:00:00Z | 2019-10-29T12:00:00Z | 2019-11-12T13:00:00Z | 8 Credit Hours | | | | | | Day one - Oct. 29, 2019 9:00 a.m. - 4:30 p.m., CST | Day one - Oct. 29, 2019 9:00 a.m. - 4:30 p.m., CST | Day one - Oct. 29, 2019 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 29-30, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 29-30, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 29-30, 9:00 a.m. - 4:30 p.m., CST | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | no | no | yes | no | | | | |
| Online Workshop | Business Tax Reporting on the 1040: Real Estate and Self-Employed Online Workshop | <h3>Summary</h3>
<p>This course will dive into tax reporting for Schedule E, <i>Supplemental Income and Loss</i>, and Schedule C, <i>Profit or Loss from Business (Sole Proprietorship)</i>, the heart of many tax returns. With Schedule E, we will discuss income and expense reporting of rental properties; passive activity rules; qualified business income eligibility; vacation home rental rules; self-rentals; and real estate professionals. With Schedule C, we will examine income reporting; identify which expenses are deductible and which are not including meals and entertainment, home office, and depreciation; calculate qualified business income; and set up an accountable expense reimbursement plan. Finally, we will discuss statutory employees and their income and expense reporting requirements. There will be a comprehensive example on properly completing Schedule E and Schedule C for business owners and statutory employees.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Define passive activity rules.</li>
<li>Identify when a rental is eligible for the QBI deduction.</li>
<li>Summarize vacation home rental rules.</li>
<li>Summarize the requirements for a real estate professional.</li>
<li>Identify deductible and nondeductible expenses for Schedules E and C.</li>
<li>Calculate QBI for a Schedule C owner.</li>
<li>Prepare an accountable plan.</li>
<li>Define statutory employee.</li>
<li>Prepare Schedules E and C.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes an e-book and an online workshop recording.</p> | 2019-04-02T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | | | | | OW1905-2 | Intermediate | 8 | Federal Tax Law Topic | 8 | N/A | 2019-10-30T05:00:00Z | 2019-10-29T05:00:00Z | 2019-04-01T05:00:00Z | Group Internet Based | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Topic | 8 | 8 | Taxes | Knowledge of federal income tax | Melinda Garvin, EA | Federal Tax Law Topic | 8 CPE for AFSP, EA, CPA, CRTP | | | online workshop | 2019 | April | 2019-10-30T12:00:00Z | 2019-10-29T12:00:00Z | 2019-11-13T13:00:00Z | 8 Credit Hours | | | | | | Day two - Oct. 30, 2019 9:00 a.m. - 4:30 p.m., CST | Day two - Oct. 30, 2019 9:00 a.m. - 4:30 p.m., CST | Day two - Oct. 30, 2019 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 29-30, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 29-30, 9:00 a.m. - 4:30 p.m., CST | Both days - Oct. 29-30, 9:00 a.m. - 4:30 p.m., CST | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | no | no | yes | no | | | | |
| Online Workshop | 1040 Update Online Workshop | <h3>Summary</h3>
<p>Understanding the yearly changes to the Form 1040 is essential to your success as a tax professional, which is why we’ve dedicated an entire course to learning the updates. This course will cover standard features of inflation-indexed updates you’ll need to understand to prepare your clients’ 2019 returns. It will also cover new head of household paid preparer due diligence, updated tax forms and schedules, the qualified business income (QBI) deduction and modifications to the net operating loss (NOL) rules. Finally, since 2018 was a big year for tax reform, you’ll learn all about the <i>Tax Cuts and Jobs Act</i> and its impact on preparing your clients’ 2019 returns.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Analyze new tax laws and how it affects your clients.</li>
<li>Recognize who qualifies as a dependent.</li>
<li>Explain the rules for determining proper withholding on the revised Form W-4.</li>
<li>Interpret the latest court decisions and IRS rulings.</li>
<li>Apply inflation-adjusted amounts to 2019 individual tax returns.</li>
<li>Identify extended and expired tax provisions.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes an e-book, an online workshop recording, quick reference desk card and multi-page tax law quick reference guide with flowcharts.</p> | 2019-04-02T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | | | | | OW1906-1 | Update | 8 | Federal Tax Law Update | 8 | N/A | 2019-12-05T06:00:00Z | 2019-12-05T06:00:00Z | 2019-04-01T05:00:00Z | Group Internet Based | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Update | 8 | 8 | Taxes | Basic knowledge of income taxation | Melinda Garvin, EA | Federal Tax Law Update | 8 CPE for AFSP, EA, CPA, CRTP | | | online workshop | 2019 | April | 2019-12-05T13:00:00Z | 2019-12-05T13:00:00Z | 2019-12-19T13:00:00Z | 8 Credit Hours | | | | | | Day one - Dec. 5, 2019 9:00 a.m. - 4:30 p.m., CST | Day one - Dec. 5, 2019 9:00 a.m. - 4:30 p.m., CST | Day one - Dec. 5, 2019 9:00 a.m. - 4:30 p.m., CST | Both days - Dec. 5-6, 9:00 a.m. - 4:30 p.m., CST | Both days - Dec. 5-6, 9:00 a.m. - 4:30 p.m., CST | Both days - Dec. 5-6, 9:00 a.m. - 4:30 p.m., CST | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | no | no | yes | no | | | | |
| Online Workshop | Business Tax Reporting on the 1040: Real Estate and Self-Employed Online Workshop | <h3>Summary</h3>
<p>This course will dive into tax reporting for Schedule E, <i>Supplemental Income and Loss</i>, and Schedule C, <i>Profit or Loss from Business (Sole Proprietorship)</i>, the heart of many tax returns. With Schedule E, we will discuss income and expense reporting of rental properties; passive activity rules; qualified business income eligibility; vacation home rental rules; self-rentals; and real estate professionals. With Schedule C, we will examine income reporting; identify which expenses are deductible and which are not including meals and entertainment, home office, and depreciation; calculate qualified business income; and set up an accountable expense reimbursement plan. Finally, we will discuss statutory employees and their income and expense reporting requirements. There will be a comprehensive example on properly completing Schedule E and Schedule C for business owners and statutory employees.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Define passive activity rules.</li>
<li>Identify when a rental is eligible for the QBI deduction.</li>
<li>Summarize vacation home rental rules.</li>
<li>Summarize the requirements for a real estate professional.</li>
<li>Identify deductible and nondeductible expenses for Schedules E and C.</li>
<li>Calculate QBI for a Schedule C owner.</li>
<li>Prepare an accountable plan.</li>
<li>Define statutory employee.</li>
<li>Prepare Schedules E and C.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes an e-book and an online workshop recording.</p> | 2019-04-02T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | 2019-04-02T04:00:00Z | | | | | OW1906-2 | Intermediate | 8 | Federal Tax Law Topic | 8 | N/A | 2019-12-06T05:00:00Z | 2019-12-06T05:00:00Z | 2019-04-02T04:00:00Z | Group Internet Based | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Topic | 8 | 8 | Taxes | Knowledge of federal income tax | Melinda Garvin, EA | Federal Tax Law Topic | 8 CPE for AFSP, EA, CPA, CRTP | | | online workshop | 2019 | April | 2019-12-06T13:00:00Z | 2019-12-05T13:00:00Z | 2019-12-20T13:00:00Z | 8 Credit Hours | | | | | | Day two - Dec. 6, 2019 9:00 a.m. - 4:30 p.m., CST | Day two - Dec. 6, 2019 9:00 a.m. - 4:30 p.m., CST | Day two - Dec. 6, 2019 9:00 a.m. - 4:30 p.m., CST | Both days - Dec. 5-6, 9:00 a.m. - 4:30 p.m., CST | Both days - Dec. 5-6, 9:00 a.m. - 4:30 p.m., CST | Both days - Dec. 5-6, 9:00 a.m. - 4:30 p.m., CST | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | no | no | yes | no | | | | |
