Income Tax Consequences of Funding a Bequest: Specific, Pecuniary, and Residuary Distribut...
November 4, 2024 • CPE, EA • Live Webinar
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This course will explain the taxation of distributed assets and whether the distribution carries out DNI (distributable net income) to the beneficiary for fiduciaries and estate tax advisers. Our panel of fiduciary tax veterans will analyze specific, formula, and residuary bequests made to individua...
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Form 8854 Exit Tax Calculations and Reporting and IRS Relief Procedures for Certain Former...
Determining Covered Expatriate Status Under Section 877A, Navigating the Ma...
November 6, 2024 • CPE, EA • Live Webinar
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This course will provide tax advisers and compliance professionals with a practical guide to the basic calculations and reporting requirements for U.S. taxpayers and exiting green card holders. The panel will discuss the rules of Section 877A, determining whether a taxpayer is a covered expatriate,...
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Roth IRAs: Conversions, Mega Back-Door, Tax Calculations, and Recent Legislation
November 7, 2024 • CPE, EA • Live Webinar
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This course will discuss Roth IRAs and Roth conversions for tax advisers working with clients eligible to make IRA contributions, conversions, and withdrawals. The panelist will discuss determining taxpayers who benefit most from conversions, calculating the tax on a Roth conversion, and--most impor...
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Reverse Audits for Sales Tax Refunds: Maximizing Recoverability
November 7, 2024 • CPE • Live Webinar
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This course will offer corporate tax and financial professionals best practices for managing sales and use tax recovery projects. The panel will discuss how to identify potential tax overpayments and how to work through the recovery process with internal stakeholders, external consultants, and/or st...
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Form 1065 Tax Basis Capital Methods
Transactional Approach, Handling Prior Year Noncompliance, Tracking Outside...
November 8, 2024 • CPE, EA • Live Webinar
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This course will instruct practitioners on the latest tax basis capital reporting requirements. Our panel of experts will discuss the transactional approach for tax basis capital and best practices for handling partnership returns that may not have been compliant in the past. They will also provide...
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Strategies to Optimize Social Security Benefits: Determining Retirement Age, Spousal Benef...
November 8, 2024 • CPE, EA • Live Webinar
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This course will delve into effective approaches for maximizing Social Security benefits and comprehending the fundamental aspects of Medicare. This comprehensive session will feature two distinguished experts who will unravel the intricacies of Social Security and Medicare, offering invaluable advi...
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Exploiting and Avoiding Self-Rental Rules: Grouping, Exceptions, Material Participation, 1...
November 12, 2024 • CPE, EA • Live Webinar
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This webinar will discuss the regulations under Section 469 subjecting taxpayers who materially participate in a trade or business activity to self-rental rules for property leased to the business. The panelist will review types of property and taxpayers subject to the rules, exceptions and grouping...
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Utilizing Freeze Partnerships to Minimize Estate Tax: Meeting Section 2701 Requirements
November 13, 2024 • CPE, EA • Live Webinar
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This webinar will explain how preferred partnership freezes can minimize estate taxes for high net worth individuals and closely held businesses. Our panel of wealth transfer experts will identify ideal situations for freeze partnerships, review the mechanics of establishing these partnerships, prov...
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Section 988 Foreign Currency Gains and Losses: Identifying and Reporting Transactions, Ele...
November 14, 2024 • CPE, EA • Live Webinar
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This webinar will discuss the wide reach of IRC Section 988 and explain the tax treatment of foreign currency transactions on businesses, CFCs, and Americans living abroad. Our panel of international tax experts will cover transactions taxed under Section 988, tax-saving elections, and the exception...
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Remedying IRA Contribution and Distribution Errors
Correcting Overcontributions, Form 5329 Penalty Calculations and Waivers, S...
November 14, 2024 • CPE, EA • Live Webinar
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This webinar will explain how to expedite the correction of errors that taxpayers frequently make when contributing and distributing money to and from IRAs. The panelist will review common missteps, including overcontributions, missed required minimum distributions (RMDs) and rollover deadlines, pro...
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Tax Implications of Earnouts: Minimizing Tax Liability, Structuring, Types of Arrangements...
November 15, 2024 • CPE, EA • Live Webinar
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This webinar will explore taxing and structuring earnout agreements. Our knowledgeable panel of exit planning professionals will review types of earnouts, the tax implications of these arrangements from the buyer's and seller's perspectives, and case studies of typical earnout agreements.
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Complex IRS Penalty Abatement Procedures for Failure-to-File, Failure-to-Pay, and Accuracy...
Mastering Procedural and Practical Ways to Obtain Penalty Abatement; Mitiga...
November 18, 2024 • CPE, EA • Live Webinar
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This course will provide tax professionals with a comprehensive and practical guide to navigating the procedural and efficient ways to obtain a penalty abatement. The panel will cover domestic and foreign information abatement requests and offer valuable tools for compiling and submitting the appeal...
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Green Card Tax Implications: Revoking and Abandoning Green Cards, Preplanning for Green Ca...
November 18, 2024 • CPE, EA • Live Webinar
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This webinar will review the initial considerations of obtaining a green card and how to successfully abandon or revoke the same. Our panel of seasoned foreign immigration experts will detail which taxpayers are the best candidates for green cards, when a VISA is a better alternative, the eight of 1...
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Taxation of Equity Based Arrangements for LLCs: Capital and Profits Interest Transfers, Ap...
November 19, 2024 • CPE, EA • Live Webinar
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This webinar will review how transfers of partnership interests to partners are taxed and reported. Our panel of astute federal tax experts will break down the tax treatment of these interests by type of arrangement, review Section 83(b) elections, and discuss recent court decisions pertaining to th...
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Applying for Tax-Exempt Status: Completing Forms 1023 and 1023-EZ for IRC Section 501(c)(3...
November 19, 2024 • CPE, EA • Live Webinar
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This webinar will review the IRS application process for tax-exempt status and completing Forms 1023 and 1023-EZ. Our seasoned nonprofit advisers will provide a section-by-section overview of these forms, identify required documents, and offer submission tips to facilitate an organization's applicat...
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U.S. Partnerships With Foreign Partners: Navigating Withholding, Informational Reporting,...
Determining ECI, FDAP, FIRPTA Income Classifications, Treaty Benefits, Basi...
November 21, 2024 • CPE, EA • Live Webinar
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This course will provide tax advisers and compliance professionals with a thorough and practical guide to the issues faced by U.S. partnerships with foreign partners. The panel will discuss the various withholding and reporting requirements with respect to non-U.S. partners.
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Dual Consolidated Losses: New Proposed Regulations
November 22, 2024 • CPE, EA • Live Webinar
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This webinar will review the fundamentals of the dual consolidated loss (DCL) rules under IRC Section 1503(d) to global entity structures and the effect of the new proposed regulations on existing structures for international companies and their advisers. Our panel of international mergers and acqui...
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Charitable Donations of LLC and Limited Partnership Interests to Nonprofits
Avoiding Negative Tax Consequences for Public Charities, Private Foundation...
November 25, 2024 • CPE, EA • Live Webinar
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This course will provide nonprofit organization professionals and counsel with a practical guide to the planning and reporting implications when a donor contemplates gifting an interest in a partnership or an LLC to an exempt organization. The panel will outline gifting impacts to donors, detail the...
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Classifying Foreign Entity Structures for U.S. Taxation: U.S. Reporting Requirements
Identifying Canada, Switzerland, the United Kingdom, and Other Countries' C...
November 25, 2024 • CPE, EA • Live Webinar
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This webinar will identify the most frequent foreign entity structures encountered by U.S. international tax practitioners and their U.S. reporting requirements. Our panel of astute foreign tax professionals will divulge how these structures correspond with U.S. entity reporting structures, how they...
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Partnership Basis Shifting: Preparing for Impending Examinations, IRS' Three-Part Guidance...
November 26, 2024 • CPE, EA • Live Webinar
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This webinar will analyze the Internal Revenue Service's recently released three-part guidance package targeting related party partnership basis shifting transactions. The panel of esteemed tax attorneys will discuss the impact of these new rules, including offering advice for examining existing rel...
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Correcting Foreign Information Reporting Noncompliance: Voluntary Disclosure Programs
Navigating Penalty Abatement for Failure to File Forms 5471, 5472, FATCA, a...
December 3, 2024 • CPE, EA • Live Webinar
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This course will provide CPAs and tax advisers with a practical guide to navigating the amnesty programs available to rectify a client's failure to properly file required international information forms such as the FBAR, Form 8938, and Forms 5471 and 5472. The panel will focus on compliance professi...
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SAS 145: Assessing the Risks of Material Misstatement
Scalability, Stand-Back Provision, Determining Inherent and Control Risk
December 4, 2024 • CPE • Live Webinar
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This webinar will discuss implementing the significant revisions made to risk assessment by Statement of Auditing Standards (SAS) 145. The level of risk or susceptibility of financial statements to material misstatement guides the audit process. The panelist of experienced auditors will review the u...
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Planning for the Sunset of the Estate Tax Exclusion
Making Lifetime Gifts, Relying on Portability, Implementing Tried and True...
December 4, 2024 • CPE, EA • Live Webinar
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This webinar will address key considerations trust and estate advisers should consider ahead of the sunset of the estate tax exemption in 2026. Our panel of estate planning and administration experts will provide concrete examples of estate planning strategies to circumvent and reduce transfer taxes...
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International Tax Insights Post-Election 2024: Risks and Opportunities for Multinational E...
December 5, 2024 • CPE, EA • Live Webinar
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This webinar will provide an essential update on the international tax landscape post-election. Our panel of experienced international tax consultants will analyze the potential international tax policy and regulatory environment under the elected administration and composition of Congress post-elec...
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Simplified Agreements for Future Equity (SAFEs): Tax and Financial Reporting Issues
December 5, 2024 • CPE, EA • Live Webinar
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This webinar will explain the tax and accounting implications of simple agreements for future equity (SAFEs) for tax professionals and emerging businesses. Our panel of federal tax reporting professionals will review the advantages and disadvantages of SAFEs compared to other instruments and examine...
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Liquidation of S Corporations: Mastering Tax Implications of Liquidating Distributions
Case Study on Planning, Calculations, and Property Dispositions
December 5, 2024 • CPE, EA • Live Webinar
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This course will delve into a case study on the planning, tax calculations, property dispositions, and dissolution filings required to liquidate an S corporation. The panel will brief participants on the general rules stated in IRC Section 1371, tying liquidation rules back to those applying to C co...
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Mastering Multistate Taxation of S Corporations: State Variances in Recognition of S Elect...
December 6, 2024 • CPE, EA • Live Webinar
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This course will provide tax preparers and advisers with detailed guidance on the most pervasive issues facing multistate taxation of S corporations. The panel will detail those states that vary from automatic acceptance of the federal S-election, review the composite return requirements, and discus...
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State Depreciation Adjustments: Handling Conformity Issues
Tracking Depreciation, Section 179, and Bonus Depreciation Differences
December 9, 2024 • CPE • Live Webinar
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This webinar will review state methods of depreciating and expensing assets. Our panel of state and local tax veterans will identify which states comply with federal provisions, including bonus depreciation and Section 179 expensing guidelines, outline which states do not and the alternative methods...
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Taxation of Investment Partnerships: Hedge and Private Equity Funds, Carried Interest, Ber...
December 10, 2024 • CPE, EA • Live Webinar
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This webinar will address the complex rules surrounding the taxation of investment partnerships. Our panel will discuss how private equity and hedge funds are taxed, the latest guidance on taxation of carried interests, and utilizing Bermuda reinsurance to mitigate taxation. They will provide compre...
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Section 469 Passive Activity Rules: Loss Limitations, Ordering Rules, and Utilizing Losses
Substantiating Material Participation, Calculating Carryforwards, Reporting...
December 11, 2024 • CPE, EA • Live Webinar
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This course will provide tax advisers with a thorough and practical guide to navigating Section 469, the passive activity loss (PAL) limitation rules, calculating PAL amounts, and PAL carryforwards. The panel will discuss the separate calculations required and describe the interrelationship between...
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IRS Audits of Expatriates: Section 965 Transition Tax, Exit Tax, Non-Filers, and the Exami...
December 12, 2024 • CPE, EA • Live Webinar
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This course will discuss IRS examinations of taxpayers living abroad. Our expert panel will guide tax practitioners through the examination process and explain best practices to withstand the ongoing scrutiny of these taxpayers' returns.
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Partnership Debt: Allocating Liabilities for Loss Deductions
Recourse vs. Nonrecourse, Inside vs. Outside, Negative Basis and Suspended...
December 13, 2024 • CPE, EA • Live Webinar
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This webinar will explain how partnership debt impacts loss deductions for members and partners in LLCs and partnerships. Our panel of pass-through entity experts will discuss how partnership liabilities are categorized, address how debt impacts basis determinations and, hence, loss deductions for p...
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Complex Tax Provisions in LLC Operating Agreements: Minimum Gain Chargeback, Waterfall All...
December 16, 2024 • CPE, EA • Live Webinar
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This course will examine complex tax clauses in operating agreements to assist tax practitioners in identifying and implementing these key provisions in accordance with partners' expectations and existing regulations.
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New IRS Voluntary Disclosure Program: Streamlining Acceptance, Avoiding Criminal Prosecuti...
Revisions to Form 14457, VDP Preclearance Request and Application
December 18, 2024 • CPE, EA • Live Webinar
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This webinar will explain the Internal Revenue Service's new Voluntary Disclosure Program (VDP), subtly introduced by the IRS in June 2024. Our panel of seasoned tax controversy attorneys will discuss the current three-step process that includes preclearance, provide examples of applications, and po...
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Reviewing a Client's Estate Plan: Asset Disposition Under Wills and Trusts, Naming Fiducia...
December 18, 2024 • CPE, EA • Live Webinar
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This webinar will detail components of an estate plan that should be reviewed regularly. Our panel of experts in estate planning and administration will cover interpreting estate planning documents, examining asset titling, methods of conveying assets, naming fiduciaries, and the role of trusts in m...
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Composite Return Issues for Pass-Through Entities and Nonresidents: Filing, Withholding, R...
December 19, 2024 • CPE • Live Webinar
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This course will provide SALT professionals and pass-through owners who have multistate filing obligations with an in-depth review of preparing composite returns. Filing composite returns is a significant and necessary piece of SALT. However, the burden of withholding and remitting nonresident taxes...
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State Addbacks and Subtractions: Managing Rolling, Fixed Date, and Selective Federal Confo...
January 13, 2025 • CPE • Live Webinar
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This webinar will detail the most frequent and recent additions and subtractions imposed by states when calculating taxable business income. Our panel of state and local tax experts will give examples of these required adjustments in specific states so that SALT advisers are aware of these when calc...
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Loss Limitations Analysis: Basis, At-Risk, Passive, and NOLs
November 1, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss the hierarchy of basis, at-risk, passive activity loss (PAL) limitations, net operating loss (NOL) limitations, and steps to avoid and mitigate the limitation of losses for owners of partnerships and S corporations.
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California SALT Developments: Nexus, PTE Election, TCJA Sunset, P.L. 86-272, Market-Based...
October 31, 2024 • CPE • CPE On-Demand, Download
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This webinar will cover critical state tax developments in California for tax advisers working with companies that may be liable for California income/franchise, sales and use, and/or other state and local taxes. Our presenters will explore the following topics: California's current response to the...
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Fast Track Mediation and Settlement: New IRS Alternative Dispute Resolution Program
Fast Track Mediation Collection (FTMC), Fast Track Settlement (FTS), Post-A...
October 30, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will provide tax professionals with a comprehensive understanding of the available IRS alternative dispute resolution (ADR) techniques. Our astute panel of tax controversy experts will offer procedural and strategic insights into resolving disputes with the IRS efficiently and effective...
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Corporate Transparency Act for Trusts and Estates
Determining Reporting Responsibilities for Trustees, Fiduciaries, and Benef...
October 30, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will delve into what is required under the Corporate Transparency Act (CTA) with particular focus on the perspective of trusts, estates, beneficiaries, fiduciaries, and trustees, provide examples of best practices in satisfying these requirements, and discuss penalties for noncompliance...
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Real Estate Acquisitions: Maximizing Expensing and Depreciation Deductions
Repairs vs. Improvements, Bonus Depreciation vs. Section 179, Tangible Repa...
October 29, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss strategies to accelerate deductions for real estate improvements. Our expert panel of real estate tax professionals will break down the complex guidelines surrounding these purchases including the tangible repair regulations, available safe harbors, and expensing elections....
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Utilizing ChatGPT and AI in Tax Practices: Automating Repetitive Tasks, Tax Research, Trai...
October 28, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explore the exponential growth of artificial intelligence (AI) and its application in tax and accounting firms. Our panel of technology experts will guide practitioners through practical applications of AI and ChatGPT and explain how its growth will impact the profession in the fut...
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State Income Tax Reporting for Non-U.S. Entities
Determining Nexus, Filing Requirements, and the Impact of U.S. Income Tax T...
October 28, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review state requirements for taxing inbound foreign income. Our panel of SALT experts will explain state nexus determinations and the impact of U.S. income tax treaties on state income and reporting requirements, as well as provide examples of the application of these rules in spe...
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Self-Employment Tax and NIIT for LLCs and High Income Individuals
Minimizing Tax Through Activity Groupings, Self-Charged Interest, Blocker C...
October 25, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to navigating the net investment income tax (NIIT) rules as they apply to self-employed taxpayers and offer tax reduction strategies for minimizing the NIIT. The panel will discuss NIIT calculations and planning opportunities.
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Top Recent State Corporate Income Tax Cases: Nexus, Business Income, Combined Reporting, a...
October 24, 2024 • CPE • CPE On-Demand, Download
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This course will provide tax professionals with an instructive review of the top recent state corporate income tax cases. Our panel will discuss SALT cases spanning substantive areas, including nexus, apportionment, non-business income, the tax base, sales factor sourcing, and unitary combined repor...
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IRC 751 Hot Assets: Calculating and Reporting Ordinary Income on Disposition of Partnershi...
October 24, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide accounting and tax professionals with a deep dive into the tax treatment of Section 751 hot assets when a partner disposes of their partnership interest. The panel will discuss identifying, calculating, and reporting ordinary income from hot assets in the sale of a partnersh...
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Avoiding Form 990-PF Errors: Identifying Self-Dealing, Monitoring Minimum Distribution Req...
October 23, 2024 • CPE, EA • CPE On-Demand, Download
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This course will assist practitioners and foundation managers with tricky reporting issues encountered when preparing Form 990-PF, Return of Private Foundation. Completing Form 990-PF is complicated and not necessarily intuitive. The panel will discuss best reporting practices to avoid red flags. Th...
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Reverse Section 704(c) Layers: Partnership Revaluation Events
October 22, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will examine common events triggering partnership revaluations and discuss how to maintain and report Section 704(c) layers. Our panel of partnership transaction experts will walk practitioners through common scenarios requiring book-ups and book-downs and offer advice on facilitating t...
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Intentionally Defective Grantor Trusts: Asset Transfer Planning Strategies and Form 1041 R...
October 21, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax professionals, including accountants and attorneys, with a detailed review of the advantages and applications of intentionally defective grantor trusts (IDGTs), tax planning approaches that utilize IDGTs, and related tax compliance.
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Corporate Transparency Act: Reporting Beneficial Ownership to FinCEN, Filing Requirements...
October 18, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the Corporate Transparency Act and its beneficial ownership reporting requirements. Our panel of astute tax professionals will walk you through the key definitions and the new reporting requirements and offer suggestions on complying with the Act for companies, trusts, and i...
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Gifting Strategies: Leveraging Your Clients' Gift Tax Exemption Now and Planning for 2026...
October 18, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will take a fresh look at gifting strategies that will help clients maximize the use of their gift tax exemption in the current estate planning environment. Our expert panelists will provide an overview of gifting methods, including using the annual exclusion, gift-splitting, GRATS, net...
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Foreign Branches, QBUs, and Disregarded Entities: Foreign Tax Credits, Anti-Hybrid Rules,...
October 17, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain foreign branches' tax considerations, including what constitutes a foreign branch and its U.S. reporting obligations, calculating foreign branch income and the related foreign tax credit, and the recent 267A anti-hybrid regulations.
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Auditing Construction Contractors: Avoiding Common GAAS and GAAP Deficiencies
October 2, 2024 • CPE • CPE On-Demand, Download
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This webinar will review the unique aspects of auditing large and small construction companies. Our panel of construction industry experts will discuss revenue and cost recognition compliance, financial statement presentation and disclosures, and common GAAS and GAAP deficiencies found in these audi...
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Completing Form K-1 for Trust Distributions: Determining Filing Requirements
DNI Calculations, Allocating Trust Income From Pass-Through Entities Betwee...
October 2, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide fiduciary tax advisers and compliance professionals with the tools needed to navigate the unique challenges in reconciling and completing Form K-1 for estate and trust beneficiaries. The panel will discuss income classification and allocation of the trust's income distributi...
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Planning for the Sunset of TCJA: Expiring Individual and Business Tax Provisions
October 2, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will outline the expiring individual and business provisions under the Tax Cuts and Jobs Act of 2017 (TCJA). The panelist will discuss the impact of the Act, planning for their withdrawal, and the probability that these lucrative benefits will be extended.
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Capital Accounts: 704(b) vs. GAAP vs. Tax Basis, Comparing and Contrasting Annual Allocati...
Meeting Tax-Basis Capital Reporting Requirements
October 1, 2024 • CPE, EA • CPE On-Demand, Download
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This course will address calculating and maintaining partners' capital account balances under 704(b), GAAP, and tax basis reporting requirements. Our panel of partnership experts will explain the importance of each method, compare and contrast annual recording differences for each, and discuss how t...
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Partnership Losses in Excess of Basis: Preparing for the IRS' Latest Audit Campaign
Preparing for an IRS Audit of Partner's Basis: Examination Tips
September 27, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will prepare pass-through advisers to withstand IRS challenges to partners' basis calculations. Our panel of federal tax experts will guide partners and tax professionals through the calculations necessary to determine a partner's basis in a partnership, the IRS examination, and handlin...
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State Throwback and Throwout Rules: "Nowhere" Income, PL 86-272, Tangible and Intangible S...
September 26, 2024 • CPE • CPE On-Demand, Download
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This course will provide an overview of the policy reasons behind the throwback and throwout rules and discuss how the policy rationale has been shifting in addition to providing some practical examples. Our panel of state and local tax professionals will discuss nexus, apportionment allocations, an...
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Portugal as a Destination for UK, U.S., and Other Tax Residents: Latest Immigration and Ta...
September 26, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the impact of recent significant changes to Portugal's tax guidelines and the impact of these changes on immigrants. Our panel of international wealth transfer veterans will discuss the tax ramifications of expatriating and residing in Portugal for U.S., UK, and other countr...
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Forms W-8BEN and W-8BEN-E: IRC Section 1446(f) Withholding, Claiming Withholding Exemption...
September 23, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the updated Series W-8 reporting requirements for Forms W-8 BEN-E, W-8 BEN, and W-8 ECI. Our panel of foreign tax veterans will provide a comprehensive review of the reporting requirements and an explanation of the underlying tax legislation necessitating the preparation of...
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Section 743(b) Adjustments in Multi-Tier Partnerships: Applying Rev. Rul. 87-115 to Upper-...
September 20, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with an advanced and practical guide to the reporting complexities and planning opportunities present in making Section 743(b) adjustments in the context of multi-tiered partnerships. The panel will outline the provisions of Rev. Rul...
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Effectively Connected Income: Defining a U.S. Trade or Business, FDAP Income, FIRPTA, U.S....
September 19, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss defining, taxing, and withholding obligations of effectively connected income (ECI). Our panel of astute foreign tax specialists will review trade or business income requirements, fixed, determinable, annual, or periodic (FDAP) income, the Foreign Investment in Real Propert...
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State and Local Taxation of Cryptocurrency, Nonfungible Tokens, and Digital Assets
Sales Tax, Sourcing, Unclaimed Property, and Other Issues
September 19, 2024 • CPE • CPE On-Demand, Download
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This webinar will update SALT practitioners on the state tax implications of buying and selling digital assets. Our panel of cryptocurrency professionals will review the latest states' responses to buying, selling, and holding digital currency and similar assets, including state, sales, and unclaime...
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Preparing Form 1041: Post Mortem Tax Saving Strategies
September 17, 2024 • CPE, EA • CPE On-Demand, Download
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This course will outline strategies that should be considered by estate and trust practitioners when preparing Form 1041. Our panel of estate tax veterans will identify ways to reduce tax for taxable and non-taxable estates and their heirs.
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AICPA Peer Review Program: Overcoming Common Deficiencies
September 11, 2024 • CPE • CPE On-Demand, Download
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This course will prepare accounting firm professionals for its required AICPA peer review. The panelist will outline best practices for undergoing reviews and discuss recent developments including the AICPA's latest issued standards.
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Taxation of Digital Assets: New Form 1099-DA, Final Regulations TD 10000, Abandoning Crypt...
September 6, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will examine the latest IRS rules and positions on the taxation of cryptocurrency and other digital assets. Our panel of cryptocurrency taxation professionals will review recent regulations, Revenue Rulings, and guidance issued by the IRS and provide insights into tracking basis, abando...
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Leveraged Blockers for Foreign Investors: Tax Implications
U.S. Nonresident Taxation, Structuring Considerations, Weighing Tax Consequ...
August 29, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss how a leveraged blocker corporation can maximize net returns to non-U.S. investors and minimize U.S. reporting requirements. Our panel of global structuring experts will review the benefits of leveraged blockers, calculating the tax benefits, and alternative structures that...
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State Responses to New Section 174 Requirements for R&D: Conforming and Nonconforming Stat...
August 29, 2024 • CPE • CPE On-Demand, Download
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This webinar will discuss how federal legislative changes to the ability to deduct research and development (R&D) expenditures impact state income taxes. Our R&D credit veterans will review the current federal requirement to capitalize R&D, states' responses to these changes, best practices for dedu...
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Single Audits: Incorporating Recent OMB Revisions to Uniform Guidance
August 23, 2024 • CPE • CPE On-Demand, Download
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This webinar will review single audit reporting requirements, including the newly issued Office of Management and Budget (OMB) requirements. The panelist will discuss strategies for compliance and avoiding common audit deficiencies.
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Nonresident Spouses: Tax Considerations for U.S. Citizens
Filing Status, Foreign Earned Income Exclusion, QDOTs, Gifting Strategies
August 22, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the tax choices that must be made by U.S. residents married to nonresidents. Our panel of foreign tax specialists will detail the critical income tax, gift tax, and estate tax concerns of these couples and offer recommendations to mitigate the overall tax burden of these tax...
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State Unclaimed Property Compliance: California, New York, Texas, and More
Avoiding Escheatment, Establishing Policies, Jurisdictional Rules
August 22, 2024 • CPE • CPE On-Demand, Download
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This webinar will explore unclaimed property reporting and remittance requirements required by all U.S. jurisdictions with a particular focus on several key state programs. Our panel of unclaimed property experts will discuss the primary types of unclaimed property, dormancy and reporting deadlines,...
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Medicare: Long-Term Impact of Enrollment Choices
Enrollment Periods, Eligibility, Parts A-D, Medicare Supplements and Medica...
August 21, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review eligibility requirements, enrollment periods, options for filling in the gaps in Medicare, and the cost of Medicare and its components. Our panel of Medicare consultants will answer common questions and provide scenarios showing the long-term implications of enrollees' Medic...
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Calculating Trust Accounting Income Under Uniform Principal and Income Act and Uniform Fid...
August 21, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with an in-depth exploration of the fiduciary income calculations and determinations contained in the Uniform Principal and Income Act (UPIA). The panel will detail how to apply UPIA provisions to differentiate between corpus and inc...
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Foreign Information Return Penalties After Farhy: Impact of DC Circuit Court Decision
August 19, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will examine the impact of Farhy v. Commissioner on foreign information return reporting penalties and detail the actions international tax practitioners need to take in light of this case, including the recent D.C. Circuit Court ruling. Our panel of prestigious tax attorneys from the f...
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IRS Audits: A Step-by-Step Guide
Selection Process, IRS Targets, Examination Types, IDR Requests, Audit Proc...
August 19, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will walk tax advisers through an IRS examination from its beginnings to its resolution. Our knowledgeable tax attorney will explain the best steps, from receipt of the IRS letter to handling the audit and potentially appealing unreasonable decisions.
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Real Estate Professional Tax Status: Electing Aggregation, Meeting the Material Participat...
August 16, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain the criteria that must be met for a taxpayer to be considered a real estate professional. Our panel of real estate taxation experts will discuss how real estate professionals meet the material participation tests and the advantages and drawbacks of this designation.
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State Taxation of Gross Receipts: Texas Franchise, Oregon CAT, Ohio CAT, Nevada Commerce,...
August 15, 2024 • CPE • CPE On-Demand, Download
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This course will address how to manage the increasingly popular gross receipts taxes (GRTs) charged by states. The panel will cover Oregon's corporate activity tax (CAT), Texas' franchise tax, and Ohio's CAT, along with other states and a few local gross receipts taxing regimes. The speakers will di...
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Form 1042-S: Withholding on Foreign Person's U.S. Income
Electronic Filing Requirements, Form Revisions, Avoiding Filing Errors, Cre...
August 15, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a thorough and practical guide to preparing Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding, including the new reporting requirements. The panel will incorporate recent form revisions. The webinar will also review common mistakes and...
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F Reorganizations and Other Tax Planning for S Corporation Acquisitions and Investments
August 13, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss tax planning for S corporation investments and acquisitions, including the practical uses of F reorganizations in purchasing, selling, and restructuring S corporations. Our panel of taxation experts will walk you through examples and common scenarios, including pre-transact...
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State Residency Audits: Convenience of Employer Rule, Establishing Domicile, Pre-Move Cons...
August 8, 2024 • CPE • CPE On-Demand, Download
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This webinar will review the latest state guidelines for determining taxpayers' residency. Our panel of astute state and local income tax authorities will address how to prepare and handle a state residency audit, discuss the convenience of employer rule, and offer pre-planning advice for an impendi...
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Tax Complexities in the Sale of Partnerships and LLCs
Navigating Character and Holding Period of Gain/Loss, Basis, Varying Intere...
August 7, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide accounting and tax professionals with a review of tax considerations involved with purchasing and selling a partnership or LLC interest. The panel will address the allocation of income gains and losses and discuss tax implications on both the buy and sell sides.
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Section 529 Plans: Rollovers to Roth IRAs, Front-Loaded Contributions, Beneficiary Changes...
August 6, 2024 • CPE, EA • CPE On-Demand, Download
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This course will review the many decisions surrounding Section 529 plans from plan selection and qualifying beneficiaries through making qualified disbursements and reporting Form 1099-Q disbursements on the applicable taxpayer's tax return. Our authoritative panel will discuss beneficiary changes,...
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Form 5471 Categories of Filers: Determining the Proper Category and Filing Requirements
August 5, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain each category of filer on Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. Our knowledgeable international panel will discuss relative and recent legislation, the accompanying Form 5471 schedules that must be filed by category, and...
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State Pass-Through Entity Taxation Regimes: Case Studies on Various Traps That PTEs and Th...
August 1, 2024 • CPE • CPE On-Demand, Download
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This course will discuss states' pass-through entity (PTE) taxation regimes and when and how to elect PTE taxation in applicable states, as well as analyze the ultimate taxation of owners to mitigate taxes paid.
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Composite Returns and Nonresident Withholding for Pass-Through Entities: Navigating the Mu...
Determining Whether to File Composite Returns, Dealing With Withholding Req...
July 30, 2024 • CPE, EA • CPE On-Demand, Download
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This course will offer tax professionals a deep dive into composite tax provisions and the withholding requirements of pass-through entities with nonresident shareholders and partners. The panel will provide an advanced level look at the specific issues facing tax advisers to pass-through entities r...
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U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions: New Proposed...
Calculating Current Tax, Revenue Procedure 2020-17, Detailing Informational...
July 30, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a comprehensive guide to understanding the reporting requirements of U.S. taxpayers with beneficial interests in foreign retirement accounts. Our panel of international compensation experts will review the recently released proposed regulations as they appl...
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Reconciling GAAP Basis and Tax Basis in Partnership Income Tax Returns and K-1 Schedules
July 29, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax preparers and compliance professionals serving partnerships with a robust and practical guide to reconciling GAAP and tax basis accounting in preparing partnership income tax returns and K-1 schedules. The panel will discuss complex book-to-tax adjustments and the curren...
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International Charitable Giving: Friends of Structures, Donor Advised Funds, Private Found...
July 25, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review vehicles individuals can use to support overseas charities and receive a U.S. charitable income tax deduction, as well as some considerations related to donations by U.S. taxpayers who live outside the U.S. and the formation and operation of private foundations.
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CFC/PFIC Attribution Through Foreign Trusts
Attribution Rules, Tax Implications, and Reporting (Under New Proposed Regu...
July 24, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the rules under which the ownership of foreign corporations owned by foreign nongrantor trusts may be attributed to the US beneficiaries of those trusts, as well as the potential tax payment and reporting obligations of those US beneficiaries. In particular, the panel will...
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New AICPA Quality Management Standards: Implementing a Compliant and Effective Quality Man...
July 24, 2024 • CPE • CPE On-Demand, Download
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This webinar will address the requirements of the AICPA's Auditing Standards Boards' new quality management standards. Our panel of CPAs will review the components of the latest standards, explain how the requirements vary based on the size and type of engagement, and provide recommendations for est...
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Worthlessness Deduction for Partnership Interests
Ordinary vs. Capital Losses, Abandoned vs. Worthless, Recourse vs. Nonrecou...
July 23, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will take a comprehensive look at the worthlessness deduction for partnership interests (including LLCs taxed as partnerships). Our panel of esteemed federal taxation veterans will review the (rather limited) available authority, contrast the worthlessness deduction with abandonment, an...
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Utilizing AI in Financial Statement Audits: Analyzing Data, Minimizing Risks, Implementati...
July 22, 2024 • CPE • CPE On-Demand, Download
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This webinar will take a look at how artificial intelligence (AI) is changing the audit process. Our panel of financial reporting veterans will address how accounting and auditing professionals can use current technology to increase the accuracy of financial statement examinations and expedite the p...
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New Crypto Assets Accounting and Disclosure Requirements: Implementing ASU 2023-08
Scope, Measurement, and Financial Statement Presentation Under the New Stan...
July 19, 2024 • CPE • CPE On-Demand, Download
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This webinar will closely examine ASU 2023-08, Accounting for and Disclosures of Crypto Assets. Our knowledgeable panel of accounting and auditing professionals will describe each component of the new ASU and explain the steps to transition to the latest reporting guidelines for those responsible fo...
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Sales Tax Registration: Assessing SALT Exposure, Determining Compliance Readiness, Monitor...
July 18, 2024 • CPE • CPE On-Demand, Download
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This webinar will walk state and local tax professionals through the sales tax registration process. Our panel of seasoned SALT veterans will identify initial caveats that come with registering a business for sales tax, explain the registration process in particular states, and offer suggestions for...
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Built-in-Gains Provisions in C-to-S Corp Conversions: Avoiding Double Taxation Through BIG...
Pre-Conversion Valuations and Calculations, Identifying Losses to Offset BI...
July 17, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a comprehensive guide to the pre-conversion planning opportunities available to minimize or avoid built-in gains (BIG) tax in converting existing C corporations to S corps. The panel will discuss the identification and valuation of assets subject to BIG tax...
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Distributable Net Income: Mastering Difficult DNI Calculations for Estates and Complex Tru...
Case Study on DNI Computations and Tax Planning Opportunities
July 15, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and professionals with a deep dive into calculating distributable net income (DNI) for complex trusts. The panel will delineate between trust accounting income and taxable income and focus on tax reporting of trust income from assets, such as partnership interes...
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Mandatory Unitary Combined Reporting: Navigating Conflicting and Evolving State Rules
Latest Guidance on Regulatory and Enforcement Developments
July 15, 2024 • CPE • CPE On-Demand, Download
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This course will review the latest developments in combined reporting for state corporate income tax purposes for tax professionals and advisers. The panel will offer approaches to streamline compliance and address the challenges of sometimes contradictory and competing regulations requiring mandato...
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Mindfulness for Tax Professionals: Principles of a Practice for CPAs, Achieving Health and...
Including a Live Guided Meditation
July 12, 2024 • CPE • CPE On-Demand, Download
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This webinar will describe the basic principles of mindfulness and how tax professionals can use these to provide focus, efficiency, and a better state of being throughout the year. Our Mindful-CPA and coach will introduce CPAs and tax advisers to mindfulness and its application specifically to thei...
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Current Trends in State Income Tax: Nexus, P.L. 86-272, Federal Disconformity, and Revenue...
July 11, 2024 • CPE • CPE On-Demand, Download
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This webinar will provide a brief introduction to trends in state and local taxation. Our panel of SALT experts will review the latest changes made by states to the landscape of taxation, including states' interpretations of Public Law 86-272, economic nexus, and changes to revenue sourcing.
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International Tax Eggshell Audits and Recent IRS Enforcement: Assessing Audit Risk for U.S...
July 11, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will update international tax advisers on the IRS' current campaign targeting foreign taxpayers and foreign income. Our astute panelist will discuss the IRS' current enforcement actions, outline managing an IRS examination, and highlight offshore voluntary compliance options.
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Correcting Capital Account Errors on Partnership Returns
A Comprehensive Guide to Corrections, Allocations, and True-Ups of Capital...
July 10, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax professionals and advisers with an in-depth and practical guide to the accounting and tax disclosure requirements to correct and adjust capital account balances. The panel will focus on reconstructing capital accounts in light of the required reporting of negative tax ba...
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Mastering Form 990 Schedule G: Reporting Fundraising and Gaming Activities for Nonprofits,...
July 10, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide accounting and tax professionals advising tax-exempt organizations with the tools and understanding to properly report fundraising and gaming activities on Schedule G of Form 990 or Form 990-EZ. The panel will perform a deep dive into the accounting calculations and tax repo...
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Tax Treatment of Airplane Purchases: Withstanding New IRS Scrutiny of Personal Use, Maximi...
July 9, 2024 • CPE, EA • CPE On-Demand, Download
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This course will address tax considerations for aircraft purchase and use. Purchasing an airplane has provided substantial tax savings in the past. The panel will discuss the recent IRS initiative targeting the personal use of airplanes, the final regulations under Section 274(l) for transportation...
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Real Estate Partnership Returns: Reviewing Form 1065, Schedule K-1, and Attachments to Avo...
July 9, 2024 • CPE, EA • CPE On-Demand, Download
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This course will walk tax practitioners through reviewing Form 1065, U.S. Return of Partnership Income Tax Return, and its related schedules. Our partnership experts will cover recent changes to the form and schedules, common M-1 adjustments, properly reporting liabilities, key elections, and new co...
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Preparing Form 1120-F for Foreign Corporations: Form Revisions, ECI, Protective Claims, an...
July 2, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide a practical explanation of completing Form 1120-F, U.S. Income Tax Return of a Foreign Corporation. Our experts will explain how to properly prepare this onerous form, including who is required to file, filing protective returns, and issues for consideration with respect to...
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IRC Section 83(b) Election for Restricted Property: Making the Election, Advantages and Ri...
July 2, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will outline the advantages and risks of making an IRC Section 83(b) election. Our panel of federal income taxation professionals will point out scenarios when the election is advantageous, the caveats of making the election that a service provider must consider and review the steps for...
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Estate and Gift Taxation Current Developments: Connelly v. IRS, Rev Ruling 2023-2's Impact...
June 28, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will address the latest developments in gift and estate taxation, including the SCOTUS decision in Connelly v. United States, Revenue Ruling 2023-2's impact on grantor trusts and basis step-up, the continuing impact of the sunset of the lofty estate tax exclusion, and other recent legis...
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Sales Tax on Services: Categorizing Income, Bundled and Mixed Sales, Maryland's Proposed B...
June 27, 2024 • CPE • CPE On-Demand, Download
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This webinar will discuss the various methods states use to assess sales tax on services. The panelist will explain how to distinguish items subject to sales tax, how specific states impose sales tax, the current state of sales tax examinations, and changes on the horizon relative to the taxation of...
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Foreign Asset Information Reporting Requirements: Filing Thresholds, Reconciling Forms, En...
Fundamentals of Offshore Ownership Disclosures: FATCA, FBAR, Business Holdi...
June 27, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a sound foundation for individual taxpayers' complex foreign asset information reporting requirements. The webinar will identify specific classes of offshore ownership interests that require tax reporting when held by individual...
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Overlooked Tax Breaks: Tax Saving Elections, Deductions, and Benefits
Investment Interest Election, Section 266, Bad Debt, MFS, Tax-Benefit Rule
June 27, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will analyze many opportunities to lower federal income tax that are often overlooked and misunderstood but that taxpayers and tax professionals should routinely consider. Our panel of federal tax veterans will provide explanations and examples for elections, deductions, and other tax p...
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Real Estate 199A Aggregation and 469 Grouping Rules: Notice 2019-38, Real Estate and Safe...
June 26, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss strategies for real estate professionals, agents, and investors. The release of final Section 199A regulations provided guidelines for the 20 percent QBI deduction and Notice 2019-38 provided a safe harbor that qualifies rental real estate to be treated as a trade or busines...
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Continuing Impact of Notable Tax Cases: Applying Landmark Tax Decisions to Current Tax Mat...
Cohan Rule, Duberstein v. Commissioner, Welch v. Helvering, Glenshaw Glass...
June 21, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review several of the most influential tax cases of all time. Our panel of astute tax controversy attorneys will highlight the original decisions' pertinent aspects, review current rulings citing these cases, and explain how these decisions should and do apply to current tax matter...
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Foreign Financial Institutions (FFIs): Form 8966, FATCA Filing, Withholding and Reporting...
June 20, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will outline the reporting requirements of Form 8966, including which organizations must file, identifying applicable account holders, filing the form, handling withholding obligations, and preparing for IRS examinations.
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The Interplay of PL 86-272 and Economic Nexus
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Tax...
June 20, 2024 • CPE • CPE On-Demand, Download
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This course will explain nexus as outlined in PL 86-272, the sometimes conflicting nexus regulations established by individual states, and how to reconcile the two for the benefit of the taxpayer.
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Tax Considerations of Rental Properties: Maximizing Depreciation, 199A Eligibility, Electi...
June 18, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explain how to maximize current deductions for rental property owners. Our panel of property experts will review depreciation rules, trade or business requirements, overlooked expense deductions, and completing Schedule E for tax practitioners and rental property owners.
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Partnership Allocations for Real Estate Entities: Special Allocations, Section 704(b) DROs...
June 18, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explain meeting tax compliance obligations for partnership allocations to LLC members and partners. Our authoritative panel of real estate professionals will break down the complex rules for nonrecourse deductions, special allocations, and 704(b) compliance for tax advisers working...
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Life Insurance in Estate Plans: Utilizing Overlooked Benefits and Avoiding Missteps
Diversification, Liquidity, Funding Buy-Sell Agreements, Providing Long-Ter...
June 17, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explore multiple estate planning opportunities utilizing life insurance. Our panel of seasoned life insurance and estate planning experts will explain the distinctions between the types of policies available, making gifts to fund life insurance trusts, and buy-sell considerations i...
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Generation-Skipping Transfer Tax Reporting and Planning
Automatic Allocations, Opting-Out, Election Statements, Planning Techniques
June 14, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will provide hands-on examples of reporting the generating-skipping transfer tax (GSTT) on IRS Forms 706 and 709 for transfers to skip persons and indirect skip persons, such as trusts. Our trust and estate expert will guide trust and estate professionals through automatic allocations,...
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Avoiding Common Sales Tax Compliance Errors: Monitoring Nexus Guidelines, Rate Changes, an...
Methods for Alleviating the Compliance Burden
June 13, 2024 • CPE • CPE On-Demand, Download
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This webinar will highlight businesses' most common missteps when attempting to meet multi-jurisdictional sales tax guidelines. Our panel of sales tax experts will offer recommendations to circumvent highlight strategies to prevent these errors and properly meet diverse local sales tax reporting and...
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Form 5471 Attribution Rules: Categories of Filers and Rev Proc 2019-40 Safe Harbors
June 13, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain the attribution rules for stock ownership for individuals and entities and the filing requirements of Form 5471. Our panel of international tax experts will discuss determining direct and indirect stock ownership that can result in unexpected filing obligations.
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Preparing Schedules K-2 and K-3: New Domestic Filing Exception, 2023 Revisions, Reporting...
June 11, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss required Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity. Our panel of highly experienced tax specialists will explain each part of each schedule so that tax practitioners can efficiently meet this reporting obligation. The...
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Trusts as S Corporation Shareholders: Elections, Eligibility, and Avoiding Loss of Subchap...
QSSTs, ESBTs, Grantor Trusts, and Testamentary Trusts
June 10, 2024 • CPE, EA • CPE On-Demand, Download
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This course will cover types of trusts eligible to hold S corporation shares, including Qualified Subchapter S Trusts (QSSTs) and Electing Small Business Trusts (ESBTs), making the corresponding QSST and ESBT elections, and avoiding common scenarios where S status is inadvertently terminated when a...
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SALT Developments in the Southeast: Tennessee's Franchise Tax, Nexus Determinations, Curre...
June 6, 2024 • CPE • CPE On-Demand, Download
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This webinar will examine the latest state and local tax legislation, recent cases, and responses to PTE taxes in Florida, Georgia, North Carolina, Tennessee, and other significant states located in the Southeast. Our panel of seasoned state and local tax professionals will point out key development...
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UK Non-Doms: UK US Planning for Current and Upcoming UK Non-Domiciled Taxpayer Regimes
June 6, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the current status of non-domiciled taxation in the United Kingdom, along with the proposed abolishment of this status. Our panel of international advisers will explain the current system and offer strategies to deal with the impending changes for residents and potential re...
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Outsourcing Tax Return Preparation: Domestic vs. Offshore, IRC Section 7216, Client Consen...
June 5, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will examine the pros and cons of outsourcing tax return preparation. Our experienced panel will cover the differences between domestic and offshore assignments, required and ethical disclosures, data security concerns, and other problematic issues.
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BOI Reporting for Real Estate: Determining Beneficial Owners, Monitoring Changes, Actions...
June 4, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will comprehensively examine how the new Corporate Transparency Act (CTA) reporting requirements apply to real estate investors. Our panel of veteran real estate professionals will discuss the new reporting requirements as they apply to real estate owners and related entities. The panel...
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Section 861 Sourcing Rules: Income Classifications, Allocating and Apportioning Expenses,...
May 31, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the sourcing rules under IRC Section 861 and provide examples of applying these to income classes, allocating and apportioning expenses, and determining the availability of the foreign tax credit. Our panel of foreign tax veterans will provide scenarios that walk internatio...
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State Taxation of S Corporations: Varying State Treatment, Composite Returns, PTE Election...
May 31, 2024 • CPE • CPE On-Demand, Download
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This webinar will review how states tax Subchapter S corporations. Our panel of S corporation experts will review recent S corporation developments by state and discuss common ways states tax S corporation income, filing composite returns, and state pass-through entity elections as they apply to S c...
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LLC/Partnership Formation Key Issues: Distribution Rights, Capital Contributions, Income a...
May 30, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explain essential considerations advisers, members, and partners should address when forming an LLC or partnership. Our panel of partnership taxation veterans will point out common and often overlooked items that should be considered initially to minimize tax and future operational...
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Italy and France--U.S. Dual Taxation Issues: U.S. Treaty Benefits, Saving Clause, Residenc...
May 23, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the dual taxation issues that advisers, including multinational advisers, must address for taxpayers traveling and residing in France and Italy, as well as the U.S. Our seasoned foreign tax advisers will explain residency, totalization agreements, and taxation of passive an...
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Sales Tax Due Diligence in M&A: Uncovering Potential Liability, Applying Exemptions in Spe...
May 23, 2024 • CPE • CPE On-Demand, Download
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This webinar will uncover potential sales tax liability in mergers and acquisitions. Our panel of SALT experts will review differences in sales tax liability in asset and stock sales, as well as exemptions available in most and specific states. Our panelists will walk practitioners through the due d...
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IRS Scrutiny of Trusts: Abusive Trust Arrangements
Preparing for and Handling IRS Trust Examinations
May 22, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the current state of IRS challenges to trusts. Our panel of trust and estate advisers will discuss trust structures, targeted abusive tax schemes, recent cases and rulings, and how to prepare for and handle an IRS audit of a trust.
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Self-Employed Insurance Deduction: New IRS Form 7206, and Medical Reimbursement Plans
May 21, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will take a thorough look at the self-employed health insurance deduction. Our seasoned tax panelist will explain which plans and taxpayers qualify for the deduction, how to report the deduction in specific scenarios, including preparation of the new IRS Form 7206, and coupling insuranc...
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AICPA's New Statements on Standards for Tax Services: Assessing Tax Positions, Safeguardin...
May 20, 2024 • CPE • CPE On-Demand, Download
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This webinar will provide CPAs preparing tax returns with an in-depth understanding of the new AICPA Statements for Standards on Tax Services (SSTSs). Our expert panel will discuss the most essential components of the latest standards, including the new definitions of tax services, the new requireme...
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State Taxation on the Sale of Pass-Through Entity Interests
Sourcing Issues, Tiered Entities, Apportionment vs. Allocation, Residents v...
May 17, 2024 • CPE • CPE On-Demand, Download
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This webinar will explain the issues practitioners encounter when reporting and taxing the sale of an interest held in a pass-through entity (PTE). Our panel of SALT veterans will discuss how types of owners, residency, and various state approaches (or lack thereof) impact these calculations, includ...
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Calculating S Corp Stock and Debt Basis: Avoiding Loss Limitations and Excess Distribution...
May 17, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax professionals and advisers with the tools and understanding to correctly calculate S corporation shareholders' stock and debt basis and advise clients to avoid adverse tax consequences due to loss limitations or excess distributions.
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Minimizing International Transfer Taxes: Utilizing Trusts, U.S. Estate and Gift Tax Treati...
May 16, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will outline methods to reduce gift, estate, and transfer taxes paid by taxpayers holding assets in the U.S. and abroad. Our panel of international trust and estate veterans will divulge planning techniques to minimize transfer taxes paid and point out caveats to avoid when formulating...
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Indirect Cost Rates for Nonprofit Organizations: Reimbursement of Facilities and Administr...
May 15, 2024 • CPE • CPE On-Demand, Download
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This course will identify the guidance within 2 CFR Part 200 and provide strategies and best practices to achieve the organization's costing goals. This session will provide practical, hands-on context to help you increase your direct and indirect cost recovery and manage your indirect costs rate. T...
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IRS High-Wealth Examinations: IRS Wealth Squad, Targeted Issues, Preparation, IDRs, Appeal...
May 15, 2024 • CPE, EA • CPE On-Demand, Download
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This course will review the IRS' latest campaign targeting upper-income taxpayers associated with flow-through entities and private foundations. Our audit experts will discuss the state of the current initiative and explain how to handle the IRS examination itself.
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Texas Franchise Tax: Sourcing Rules, COGS Calculations, Entity Issues, and Combined Report...
May 9, 2024 • CPE • CPE On-Demand, Download
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This course will provide a guide to various compliance requirements and planning opportunities related to the Texas Franchise Tax. The program will discuss options for calculating and reporting the most challenging aspects of the tax, including the most recent sourcing regulations, identifying Texas...
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Estate Planning for Blended Families: Minimizing Taxes and Estate Issues of Second Marriag...
May 8, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review critical trust and estate considerations for blended families. Our panel of knowledgeable inheritance tax professionals will discuss how trusts are used to satisfy certain property transfers, the availability of a DSUE (deceased spousal unused exclusion) after a new marriage...
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Valuations and Appraisals: Tax Saving Opportunities for Estates, Businesses, and Individua...
May 8, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will analyze IRS requirements for valuations and appraisals. Our panel of financial analysts will compare scenarios in which appraisals are required with those in which they can bolster tax planning strategies for charitable contributions, business succession, and estate and gift tax.
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Form 3520: Reporting Foreign Trust Activities on U.S. Beneficiaries' Income Tax Returns
Identifying Filing Obligations, Completing the Form, DNI Planning After MID...
May 8, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide a practical guide to U.S. tax reporting obligations of U.S. beneficiaries of foreign trusts and non-grantor trusts, including filing Form 3520. The panel will explain the circumstances, events, and transactions that trigger the requirement to file Form 3520. The panel will p...
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S Corporation Formation Issues: Issuing Stock, Eligible Shareholders, Selecting a Year-End...
May 7, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will provide tax practitioners and business owners with a comprehensive overview of the tax issues that arise when forming a Subchapter S corporation. Our panel of pass-through experts will guide you through the shareholder eligibility requirements, issuing common stock, filing Form 255...
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Unique Local Compliance Challenges Post-Wayfair: Determining Economic Nexus, Exemptions, C...
May 7, 2024 • CPE • CPE On-Demand, Download
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This webinar will review the impact of the Wayfair decision on local tax collection systems. Our astute panel of SALT specialists will focus on the most complex local tax systems in specific states, including Alabama, Alaska, Arizona, California, Colorado, Louisiana and Texas.
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Critical Elections for Trust, Gift, and Estate Returns: Forms 1041, 709 and 706; GST, QTIP...
May 3, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain the numerous elections available when preparing gift, estate, and trust returns. Some elections are easily made but critical (gift-splitting, choice of year, Section 663(b)). Other elections require much more thought and expertise (GST allocation, QTIP election, Section 645)...
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International Equity Compensation: U.S. and Foreign Tax Implications of Granting Awards to...
Incentive Stock Options, Nonqualified Stock Options, Phantom Stock Plans, R...
May 2, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will address the taxation of international equity awards in the U.S. and other specific countries. Our veteran foreign tax panelist will explain how and when common equity grants are taxed in the U.S., U.S. withholding requirements, and how and when these are taxed upon relocation and t...
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Securing Your Tax Business: Avoiding Litigation and Sanctions
May 1, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will cover critical policies and procedures that firms providing tax services must have in place to ensure compliance with the FTC and IRS guidelines, circumvent data security breaches, and avoid related sanctions. Our authoritative panel of veteran tax advisers will describe cybersecur...
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S Corporation Shareholder-Employee Compensation: Reasonable Compensation Standards
April 30, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and other professionals with a comprehensive examination of the rules governing compensation of S corporation officers and shareholders, focusing on determining, documenting, and supporting reasonable compensation to avoid or withstand IRS scrutiny.
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Preparing for Employee Retention Credit Audits: Withdrawing a Claim, Handling the Exam, Cr...
April 26, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will provide insights into preparing for the IRS' ongoing examinations of Employee Retention Credits (ERCs) claimed by businesses. Highly advertised and often promoted to ineligible taxpayers, these credits were spotlighted on the IRS 2023 Dirty Dozen list of tax scams. Unfortunately, t...
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Cross-Border Acquisitions: Structuring Acquisitions, Section 7874 Inversion Rules, Section...
April 25, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss tax consequences of cross-border transactions. Our knowledgeable panel of foreign planning professionals will discuss outbound transfers, foreign acquisitions and section 338(g) elections, and section 7874 inversion transaction.
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Tax Ethics: Best Practices for Ensuring Compliance With Circular 230 and Other Applicable...
April 19, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss Circular 230 concerns regarding ethical encounters facing tax professionals, including how current norms impact the profession. The panelist will examine best practices to ensure compliance and avoid penalties.
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IRC Section 734 Adjustments for Section 754 Elections: Distributing Partnership Property
An Advanced Case Study of Calculations and Considerations
April 18, 2024 • CPE, EA • CPE On-Demand, Download
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This course will equip tax professionals with the tools to analyze the impact of a Section 754 election (or lack thereof). The panel will offer a detailed case study and illustration of how to calculate Section 734(b) basis adjustment(s) to assets retained by the partnership after distribution to a...
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State Taxes in the Digital Economy: From Digital Services to Blockchain Technologies
Determining When and Where Your Services and Products Trigger Liability
April 18, 2024 • CPE • CPE On-Demand, Download
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This course will provide guidance to corporate tax professionals, counsel, and advisers for navigating the various and evolving standards of state taxability of digital products and services, including emerging issues regarding taxes on blockchain technologies, to determine what component of a compa...
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Lineage Citizenships: Benefits and Caveats of Dual or New Citizenships, Income and Estate...
Israel, European Union Countries, and Other Countries
April 4, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the tax implications and key considerations for taxpayers considering dual or citizenship in a country outside the United States by lineage. Our panel of international tax experts will explain common steps to claim citizenship by ancestry and claiming lineage citizenship in...
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New York and NYC Recent Tax Developments: Final Corporate Regulations, Pass-Through Entity...
March 28, 2024 • CPE • CPE On-Demand, Download
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This webinar will analyze recent New York and New York City tax developments. Particularly, our panel will explain the recent final regulations issued for corporate taxpayers. They will also discuss the state of New York and NYC's pass-through entity tax election and other current cases and rulings...
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GILTI Reporting: Preparation of Forms 5471, 8992, 8993, 1118; Comprehensive Examples of Co...
March 28, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will walk tax practitioners through the GILTI reporting requirements on Forms 8992, 8993, 1118, and 5471. Our astute panel of international reporting experts will present common GILTI scenarios and follow these through the required forms and schedules detailing the steps and considerati...
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Evaluating Trust Documents for Tax Consequences: Trust Types, Distribution and Termination...
March 27, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain common provisions found in trust documents that have meaningful tax consequences. Our panel of trust veterans will identify clauses found in trust documents that affect distributions, termination, and taxation of trusts and trust beneficiaries.
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Client Accounting and Advisory Services: Implementing and Monitoring Systems, Enhancing Qu...
March 27, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will equip accounting firms with the knowledge and tools to successfully provide client accounting and advisory services (CAAS). Our panel of CAAS experts will address the key elements of implementing and strengthening these services, including understanding client needs, developing spe...
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Carried Interest Regulations: Impact on Fund Managers, Tax Planning Strategies, Exceptions...
March 26, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide fund managers and their advisers with a practical guide to the challenges and planning opportunities found in the carried interest regulations.
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Reporting Partnership K-1s on Form 1040: Tax Basis Capital, Built-In Gains, and Step-Ups
March 22, 2024 • CPE, EA • CPE On-Demand, Download
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This course will review the recent changes made to Schedule K-1 (Form 1065) and guide practitioners to report individual line items on individual income tax returns.
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Meeting Section 174 Capitalization Requirements for R&D
Identifying Assets, Applying Rev Proc 2023-11 for Automatic Changes, Curren...
March 21, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss identifying Section 174 assets, the revised capitalization requirements, making the method change requirement in the second year, and the current state of IRS R&D audits. Our notable panel will provide advice on transitioning to the revised guidelines for businesses and tax...
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State and Local Tax Automation: Tools and Techniques to Facilitate Compliance
March 19, 2024 • CPE • CPE On-Demand, Download
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This webinar will discuss the benefits and caveats of automating state and local tax compliance. Our panel of notable SALT veterans will identify the most beneficial uses of technology, review available systems, and provide recommendations to maximize an investment in automation for businesses strug...
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Trust Decanting: Income and Transfer Tax Ramifications and Reporting
Continuation vs. New Trust, Gain Recognition Scenarios, Elections, and Fili...
March 13, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a comprehensive and practical guide to the reporting mechanics of trust decanting transactions. The panel will discuss decanting results in a non-reporting event and offer useful tools for determining when decanting causes eithe...
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FATCA Reporting: Filing Form 8938 for Taxpayers With Foreign Assets, Integrating Latest IR...
March 11, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to the Foreign Account Tax Compliance Act (FATCA) reporting for taxpayers holding foreign assets. The panel will define reportable specified foreign assets, discuss valuation issues, and offer thorough instruction on completing Form 8938,...
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State Sales Tax on Drop Shipments: Navigating Various States' Rules on Registrations and E...
March 5, 2024 • CPE • CPE On-Demand, Download
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This course will prepare tax specialists to handle the full range of potential sales and use tax issues involved in drop shipments, whether as vendors, shippers, or customers. The panelist will provide an integrated approach to compliance, documentation, and tax planning in this evolving and complex...
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Broker-Dealer Audits: Overcoming Costly Deficiencies in PCAOB Examinations and Avoiding Sa...
Addressing Auditor Independence, Related-Party Transactions, SEC Net-Capita...
March 4, 2024 • CPE • CPE On-Demand, Download
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This course will provide audit professionals and advisers with practical guidance for conducting broker-dealer audits, offering tools to avoid the most common and costly risk areas in broker-dealer audits as identified in PCAOB annual inspections. The panelist will offer their experiences and practi...
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SaaS Sales and Use Tax: Reconciling Varying State Rules to Avoid Unforeseen Tax Traps
March 1, 2024 • CPE • CPE On-Demand, Download
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This course will provide tax professionals with a deep dive into current developments and trends in state sales and use tax and recent state tax law changes on Software as a Service (SaaS). The panel will discuss the impact on multistate companies dealing with remote digital software provision servi...
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Complex Issues With Schedule K-2 and K-3 Reporting: Tiered Partnerships, GILTI HTE, FDII
February 29, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will go beyond the basics of reporting foreign transactions on the new Schedules K-2 and K-3. Our panel of international tax experts will cover how to report complex foreign transactions on these schedules, including the global intangible low-taxed income (GILTI) high-tax exclusion (HTE...
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Avoiding Worker Misclassifications: Current Guidelines, Governmental Challenges, Section 5...
Determining Employee vs. Independent Contractor Status
February 28, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will cover recent guidelines, cases, and considerations for classifying workers as employees or independent contractors. Our experienced tax controversy expert will explain how the government identifies misclassifications, how to avoid misclassification, and the costs of improperly repo...
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IRS' Current Audit Campaign: Preparing for Large Partnership, Complex PTE, and HNW Taxpaye...
February 27, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the IRS' latest audit efforts, focusing on pass-through entities (PTEs) and high income taxpayers. Our panel of astute tax attorneys will explain the IRS' use of artificial intelligence (AI) to assist with these examinations, key PTE issues and entities it is examining, and...
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Handling State Apportionment Audits: Defending Methods and Throwback/Throwout Distribution...
February 26, 2024 • CPE • CPE On-Demand, Download
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This webinar will prepare multistate tax practitioners and businesses for potential state apportionment audits. Our panel of state income tax veterans will review the latest developments in apportionment audits in particular states, explain differences in state sourcing methods, and discuss the appl...
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Schedule K-1 Disclosures for Pass-Through Entities: At-Risk, Basis, and Passive Activity S...
Sec. 163(j), QBI, 704(c), and Tax Basis Capital Reporting Requirements
February 22, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the latest IRS requirements for disclosing information to partners and shareholders on Schedule K-1. Our panel of tax experts will explain how to present attachments clearly and concisely for shareholders and partners of flow-through entities. They will provide examples and...
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Real Estate Holding Structures for Foreign Investors: Income and Estate Tax Implications o...
Direct Investments, Partnerships, Corporations, Trusts
February 22, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will point out the importance of selecting an appropriate holding structure for U.S. real estate owned by foreign taxpayers. Our panel of veteran international tax authorities will weigh the benefits and caveats of choosing a foreign or U.S. entity, including partnerships, corporations,...
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Clergy Taxation: Understanding the Unique Tax Aspects
February 21, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain the unique aspects of tax return preparation and planning for members of the clergy. Our panel will cover the treatment of earnings by ministerial employees, including employment by a congregation, retirement income, Social Security, gifts, and housing allowances.
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Family Office Tax Update: Foundational Principles and Emerging Issues
February 19, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss the latest planning and structuring strategies with respect to family offices in light of the ever-changing legal and tax landscape.
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Form 8621 PFIC Reporting: Passive Foreign Investment Company Rules
Proposed and Final Regs, Subpart F Expansion, Dealing With Dual CFC/PFIC St...
February 15, 2024 • CPE, EA • CPE On-Demand, Download
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This course will furnish tax advisers with a thorough and practical guide to reporting investments in a passive foreign investment company (PFIC) on IRS Form 8621. The panel will identify those investments that require PFIC reporting, outline the various elections available to taxpayers holding inte...
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Tax Reporting for Grantor Trusts: Utilizing Optional Methods in Treas Regs 1.671-4(b); SLA...
February 14, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the tax reporting responsibilities of grantor trusts. Our panel of transfer tax experts will examine the specific reporting obligations of SLATs, GRATs, QPRTs, and other common grantor trusts for trust and estate advisers responsible for the tax reporting for these entities...
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Advanced Multistate Taxation of Partnerships, Individual Partners, and SALT PTE Elections
Business vs. Nonbusiness Income Characterization, Reconciling Conflicting S...
February 13, 2024 • CPE, EA • CPE On-Demand, Download
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This course will give partnership tax advisers a comprehensive exploration into advanced multistate tax issues facing partnerships with income or operations in multiple states. The program will provide tax advisers and professionals with a detailed and practical guide to critical state tax issues an...
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Applying Market-Based Sourcing Rules: Nowhere Sales, Double Taxation, and Minimizing SALT...
February 9, 2024 • CPE • CPE On-Demand, Download
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This webinar will go beyond explaining market-based sourcing rules. The SALT professional speaker will walk you through specific examples of the application of these rules in key states and varying industries. The webinar will point out how to handle nowhere sales, avoid double taxation, and discuss...
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U.S.- Spain Dual Taxation Issues: Spain's Taxation of Income, Capital Gains, and Wealth; B...
Analyzing the U.S.-Spain Income Tax Treaty, Treaty Benefits, and the Saving...
February 8, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will address dual taxation issues in the U.S. and Spain for residents of both or either country and their tax advisers. Our panel of U.S.-Spain taxation experts will explain how to analyze the U.S.-Spain Income Tax Treaty for benefits available to expatriates and dual residents; the Spa...
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Duty of Consistency Doctrine: Determining How to Resolve Past Errors and Withstand IRS Cha...
February 7, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the duty of consistency doctrine (DOCD) for tax professionals and advisers. Our veteran panel will walk through common scenarios encountered by tax preparers and explain acceptable resolutions for prior inconsistencies in these situations. The resolutions could include amend...
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LLCs and S Corporations: Mitigating Self-Employment Tax for Flow-Through Entities
February 6, 2024 • CPE, EA • CPE On-Demand, Download
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This course will assist tax professionals in determining whether flow-through income should be subject to self-employment tax. Our veteran pass-through entity panelist will explain how reasonable compensation, payments to partners, and management authority status affect whether an owner's distributi...
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Limitation on Benefits Provisions: Analyzing Article 22, U.S. Model Treaty and LOB in Spec...
Meeting Residency Requirements, Withstanding IRS Challenges
February 5, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will take a comprehensive look at the limitation on benefits (LOB) provisions in U.S. income tax treaties. Our panel of prominent international tax attorneys will review the purpose of LOB clauses in these treaties and discuss meeting residency requirements using the U.S. Model Treaty a...
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Canadian Sales Tax and Customs Rules, Cash Flow Improvement (Refund) Opportunities and Pla...
February 5, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax professionals and advisers with guidance on the challenges of Canadian sales tax as applied to U.S.-based sellers. The panel will discuss Canada's Goods & Services Tax/Harmonized Sales Tax (GST/HST), Quebec Sales Tax (QST) and provincial sales tax (PST), applicable rules...
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Completing Form 3520, Part IV for Large Foreign Gift or Bequest Reporting: Satisfying Fili...
February 1, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will analyze the reporting requirements for large foreign gifts on Form 3520, Part IV. Our esteemed international tax panelist will discuss who is required to file, avoiding penalties for non and incomplete filings, and provide examples, including the completion of Part IV, U.S. Recipie...
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Maximizing Qualified Retirement Contributions for Business Owners: Defined Contribution an...
February 1, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss retirement plan options for owners of limited liability companies, partnerships, C corporations, S corporations, sole proprietors, and other businesses. Our panel of qualified plan experts will reveal strategies to substantially increase owner contributions, minimize staff c...
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Form 5227 Reporting: Charitable Split-Interest Annuity Trusts and Unitrusts
Avoiding Common Errors in Information Reporting of CLATs, CRATs, CLUTs, and...
January 31, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax preparers with detailed guidance on preparing Form 5227, Split-Interest Trust Information Return. The panel will address common mistakes and traps for preparers to avoid and will provide detailed guidance on the "four-tier rules," and discuss UBTI and Chapter 42 Excise T...
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Moore v. U.S. and Section 965 Transition Tax: Filing Protective Federal and State Refund C...
January 30, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the possible impact of Moore v. United States on taxpayers who paid and are paying the Section 965 transition tax or tax on other perhaps unrealized income. Our panel of astute tax advisers will explain how this case affects certain international taxpayers and provide actio...
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IRA Distributions and RMDs: Minimizing Taxes and Meeting SECURE 2.0 Requirements
Avoiding Excise Tax and Early Withdrawal Penalties, Charitable Contribution...
January 29, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review changes made to retirement account distributions and required minimum distributions (RMDs) by the SECURE Act. Our panel of notable financial planning experts will offer strategies to minimize tax on distributions from individual retirement plans, avoid penalties on early wit...
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Corporate Transparency Act for Foreign Reporting Companies: Filing Requirements, Utilizing...
January 25, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will provide an in-depth look at how the new Corporate Transparency Act (CTA) applies to international taxpayers. Our panel of foreign tax professionals will review the latest requirements for divulging personal ownership information as it applies to foreign entities and individuals.
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Tax Reporting and Reconciliation of Hedge Fund and Other Alternative Investment Fund K-1s
Navigating Footnotes and Tying Information to the Tax Return
January 24, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and professionals with the tools needed to accurately reconcile complex Form K-1 for hedge funds and other alternative investments.
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401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs,...
January 24, 2024 • CPE • CPE On-Demand, Download
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This course will provide retirement plan administrators, auditors, and plan sponsors with best practices to prevent serious and costly errors in preparing for 401(k) audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline recent changes to the audit...
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Qualified Small Business Stock: Maximizing the Section 1202 Exclusion for Startup Investor...
January 23, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain how a business and its shareholders meet Section 1202 eligibility requirements for qualified small business stock (QSBS) to eliminate or reduce taxation of capital gains. Our panel of tax experts will discuss the corporate requirements, shareholder requirements, and the subs...
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Tax Research Techniques: Internet Tools, AI Caveats, Methodology, Documentation and Commun...
January 22, 2024 • CPE, EA • CPE On-Demand, Download
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This course will enable new and seasoned tax professionals to perform tax research more efficiently. The presenters will identify reliable and accessible internet resources available to facilitate the performance of tax research. They will also explain the fundamentals of documenting a tax research...
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U.S.-Canadian Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S....
Navigating Tax Treaties to Minimize Tax on Passive Income and Pass-Through...
January 19, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a thorough and practical guide to the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Canada, as well as Canadian citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law and treat...
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Recent IRS S Corporation Initiative: Losses in Excess of Basis, Taxable Distributions, Han...
January 19, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss what the IRS expects to find in its audit of Subchapter S corporations. Our panel of tax experts will focus on complying with current basis, distribution, and documentation requirements and explain how to handle a Subchapter S examination for tax practitioners working with t...
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SALT Developments in the Midwest: Ohio CAT, Pass-Through Entity Workarounds, Recent Legisl...
January 18, 2024 • CPE • CPE On-Demand, Download
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This webinar will review recent legislative changes in key midwestern states. Our panel of knowledgeable state and local tax authorities will explain recent changes made in Ohio to the Commercial Activity Tax (CAT), the state of pass-through entity tax workarounds in specific states, and recent nota...
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Allocating Capital Gains to Distributable Net Income in Estates and Trusts: Achieving Opti...
January 17, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and counsel with a drill down into the rules and practices covering the inclusion of capital gains in distributable net income (DNI) for trusts and estates. The panel will review the requirements within trust documents to allow treating capital gains as DNI and...
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Responding to Common IRS Notices: 90-Day Letters, First-Time Penalty Abatement, and Reason...
January 17, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain the many types of notices issued by the IRS, including how to respond to each appropriately, how to properly request abatement of penalties charged, and current IRS responses to abatement requests.
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Preparing Form 6765 for the R&D Credit: IRS Challenges and Proposed Updates
January 16, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will update practitioners on the latest requirements for claiming the research and development (R&D) credit. Our notable panel of federal tax credit specialists will review recent updates to the Form 6765, Credit for Increasing Research Activities, proposed changes to the form, respondi...
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Calculating and Reporting Foreign E&P: Categorizing PTEP, Form 5471 Schedules H, P & R, Fo...
January 16, 2024 • CPE, EA • CPE On-Demand, Download
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This course will discuss the complications surrounding the determination of foreign earnings and profits (E&P) for controlled foreign corporations (CFCs). Our panel of foreign tax experts will discuss the complexities of the related calculations, including categorizing income, handling retroactive a...
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Form 926 Reporting Transfers to Foreign Corporations: Avoiding Harsh Penalties
Ensuring Consistency Between FATCA, FBAR, Form 5471 and Other Foreign Asset...
January 12, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a comprehensive guide to reporting transfers of property to foreign corporations, as well as review the technical analysis of the types of transactions that require such reporting. The panel will identify the types of transactio...
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IRC 163(j) Business Interest Deduction Limitation Rules and How to Avoid Them
Investment Assets, Small Businesses, and Real Property
January 11, 2024 • CPE, EA • CPE On-Demand, Download
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This course will guide partnership tax advisers and compliance professionals in navigating the Section 163(j) Business Interest Deduction Limitation rules as they apply to individuals, partnerships, and other pass-through entities. The panel will discuss the interest expenses subject to limitation a...
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Utilizing IRS' Online Resources: Enhanced Tax Pro Account Features, E-Services, Secure Mes...
Submitting Online Power of Attorneys, Requesting Transcripts, and Resolving...
January 10, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the latest online options available to tax professionals at the IRS. Our panel of tax specialists will walk preparers through the registration process, submitting power of attorneys and requests for transcripts at the IRS site, and point out missteps to avoid to expedite th...
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Determining Basis for Partners and Shareholders: AAA vs. Capital Accounts, Debt-Financed L...
January 5, 2024 • CPE, EA • CPE On-Demand, Download
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This course will explain basis calculations for S corporations and partnerships. Our panel of tax professionals will compare and contrast debt-financed losses, AAA (accumulated adjustment account) and capital accounts, and basis restoration. The panel will provide examples of these complex calculati...
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Asset vs. Stock Sales: Weighing Tax Consequences of the Buyer and Seller, Section 338 Elec...
January 4, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will compare and contrast the tax consequences of asset and stock sales. Our astute panel of federal income tax experts will provide examples of business sales under both scenarios, outline the reporting responsibilities for asset and stock sales, and point out when an election under Se...
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Form 5471 Schedules J, P, H, E: Calculating and Reporting E&P and Foreign Tax Credits
December 20, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain and simplify the preparation of Form 5471, Schedules J, P, H, and E for tax preparers grappling with the requirements of these detailed schedules, including the most recent changes made to these schedules.
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Tax Considerations for Foreign Rental Property: Holding Structures, Reporting Rental Incom...
December 19, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss the considerations and caveats of U.S. residents owning foreign rental property. Our seasoned panel of international tax experts will explore U.S. and foreign holding structures, residential and nonresidential rentals, and properly reporting rental income and expenses with a...
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Performing Due Diligence for Mergers and Acquisitions: Assessing Risks and Earnings, Ident...
December 19, 2023 • CPE • CPE On-Demand, Download
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This webinar will emphasize the importance of a well-planned and disciplined due diligence review. Our panel of acquisition experts will outline the various elements of the due diligence process, identify common pitfalls in analyzing target investments, and explain the necessity of reverse due dilig...
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Navigating the IRS Independent Office of Appeals: Achieving Favorable Settlements, Avoidin...
Filing Formal Protests, Appealing Collection Actions, Requesting Collection...
December 14, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and professionals with an advanced guide to navigating the IRS appeals process. The panel will go beyond the basics to offer an in-depth guide to leveraging the appeals process to challenge not only assessments but also collections proceedings. The webinar will...
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IRS Challenges to Foreign Gifts Received: Failure to File Forms 3520 and 3520-A
Current and Notable Cases, Best Responses to Penalty Assessments
December 13, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will address the IRS' current and often overreaching effort to collect penalties related to the filing of Forms 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner....
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Foreign Tax Credits for Individuals: Form 1116 Changes, Final Regulations, IRS Notice 202...
GILTI High-Tax Exception, Limitations and Calculations, Income Baskets, Car...
December 12, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide a practical guide to completing Form 1116 to claim foreign tax credits (FTCs) in the aftermath of recently released regulations and considering the addition of the new Schedules K-2 and K3 for pass-through entities. The panel will outline which foreign taxes are eligible for...
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Performing Multistate Nexus Reviews: Assessing Sales, Income, and Other Tax Exposure
December 12, 2023 • CPE • CPE On-Demand, Download
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This course will outline the steps to assess business filing obligations in other states. Our experts will explain the process of determining whether an entity has a reporting and payment obligation for income, sales, and other taxes outside its home state.
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Carried Interests: Optimizing Estate and Gift Tax, Addressing IRC Section 2701
December 8, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will reveal methods to optimize estate and gift taxes on carried interests. The panelist will point out valuation issues to avoid, examples of optimal fund structures, and exceptions to IRC Section 2701 that can mitigate estate and gift taxes paid and the use of the unified credit on th...
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SALT Update for the Northeast: Significant Developments in New York, Massachusetts, Pennsy...
December 7, 2023 • CPE • CPE On-Demand, Download
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This webinar will discuss current state tax developments in New York, Massachusetts, New Jersey, Pennsylvania, and other key states in the Northeast. Our panel of SALT leaders will review current cases, new laws, and legislative updates in this region of the U.S. for tax professionals working with t...
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PALs and NOLs in Trusts and Estates: Strategies to Maximize Utilization
Calculating Basis in Inherited Assets and Gifts Transferred With PAL Carryo...
December 6, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the rules for deducting passive activity losses (PALs) and net operating losses (NOLs) by decedents, trusts, and estates. The panelist will point out key considerations when gifting assets with PALs or NOLs, demonstrate the participation rules as they apply to trusts and est...
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FBAR 2023 Update: Filing Requirements, Recent Cases, Deadlines, Extension, Penalty Resolut...
Who Must File, What Must Be Reported, Willful vs. Non-Willful Failures
December 5, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to completing the FBAR filing requirements. The panel will offer detailed instructions on completing and filing an FBAR, discuss recent IRS penalty enforcement actions for non-filing of foreign bank accounts, review recent cases, and descr...
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IC-DISC Strategies: Mastering the Complex Operational Challenges
Anticipating IRS Audit Risks, Calculating Commissions, and Tackling Computa...
November 30, 2023 • CPE, EA • CPE On-Demand, Download
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This course will prepare accounting professionals and tax advisers to fully leverage the tax benefits of IC-DISC (interest charge-domestic international sales corporation) formation. The panel will review and explain the key strategic steps for day-to-day aspects of running an IC-DISC, including cal...
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Sales and Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Serv...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Mu...
November 30, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax professionals with a detailed and practical guide to the latest state developments and trends impacting multistate companies dealing with digital products and services (cloud computing) as either seller or buyer. The panel will offer compliance approaches for adjusting t...
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Key Tax Provisions in LLC Operating Agreements: Interpreting Special Allocation, Safe Harb...
November 29, 2023 • CPE, EA • CPE On-Demand, Download
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This course will review LLC operating agreements from the perspective of a tax professional. Our partnership veteran will explain how to identify the common language in arrangements for safe harbor provisions, deficit restoration obligations (DROs), qualified income offsets (QIOs), loss limitation p...
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Deducting Interest Paid by Multinational Corporations: Section 163(j), 263(a)(3), Thin Cap...
November 28, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the U.S. limitations on interest deductions paid by multinational companies, thin capitalization restrictions imposed in other countries, and the OECD's recommendations for interest limitation rules. Our panel of international tax veterans will review Sections 163(j) and 26...
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Tax Statutes of Limitations: Advising Taxpayers on the Assessment, Collection, and Refund...
November 27, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the three basis statutes of limitations for taxes: the IRS assessment statute expiration date (AESD), the refund statute expiration date (RSED), and the collection statute expiration date (CSED). Our federal income tax expert will explain the critical nature of each date and...
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Generation-Skipping Transfer Tax: Fundamentals and Planning Opportunities
Identifying Skip Persons, Direct vs. Indirect Skips, Exemption Allocations,...
November 22, 2023 • CPE, EA • CPE On-Demand, Download
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In this course, our panel of estate experts will describe the fundamentals of the complex federal generation-skipping transfer (GST) tax in simple and clear terms. They will also talk about GST planning opportunities, particularly those that should be implemented prior to the reduction in the GST ta...
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Preparing Forms 8992 and 8993 for GILTI and FDII: Recent Updates, Tested Income, QBAI, and...
November 21, 2023 • CPE, EA • CPE On-Demand, Download
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This course will guide international tax professionals through preparing and calculating amounts for reporting on Forms 8992 and 8993 for GILTI (global intangible low-taxed income) and FDII (foreign derived intangible income). The panelist will discuss the concepts behind the numbers, recent changes...
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U.S. Income and Social Security Taxation of Foreign Teachers and Students: Taxation of F1...
Residency Rules, Substantial Presence Exemptions, Applying for Social Secur...
November 16, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will cover tax requirements for teachers, trainees, and students living in the U.S. Our panel of international tax matter experts will discuss the U.S. residency rules, substantial presence test, Social Security and Medicare taxes, exemptions, and exceptions as they apply to foreign ind...
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Cash Flow Statements: Preparing and Reconciling, Defining Cash, Direct vs. Indirect Method...
November 15, 2023 • CPE • CPE On-Demand, Download
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This webinar will address the preparation of the cash flow statement in accordance with FASB ASC 230 and offer practical advice to expedite its completion and properly report its components. Our panel of accounting professionals will provide comprehensive examples, illustrative cash flow statements...
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Selling a Partnership Interest With Foreign Partners: Complying With Section 1446(f) Withh...
November 14, 2023 • CPE, EA • CPE On-Demand, Download
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This presentation will review the special compliance requirements for foreign partners and members of U.S. and foreign partnerships that have U.S. filing and withholding obligations. Our veteran international tax practitioner will review circumstances when the newest withholding rules apply, excepti...
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Taxing Joint Ventures: Maximizing Profits Extraction, Partnership vs. Corporation, Propose...
November 13, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the tax considerations of joint ventures (JVs). Our panel of flow-through experts will explain what constitutes a JV, discuss when a JV should be taxed as a corporation vs. a partnership, and provide scenarios that point out missteps to avoid and ways to limit taxes paid by...
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Alternative Apportionment: Requesting Relief From Unfair Allocations, Common Alternative M...
November 8, 2023 • CPE • CPE On-Demand, Download
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This webinar will review the benefits of alternative apportionment for multistate companies struggling with inequitable state tax liability calculations using statutory allocations and apportionment methods. The panelist will explain which companies benefit most from alternative apportionment, revie...
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Form W8-BEN-E: Claiming Treaty Benefits, Withholding Rates, and Chapter 3 and 4 Status
November 7, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss the required preparation of Form W-8BEN-E, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting, by certain foreign entities transacting business with U.S. taxpayers and the related withholding requirements. Our panel of internati...
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Forms 5471 and 5472: Meeting the Substantially Complete Standards
November 6, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss best practices for meeting the substantially complete standard for international reporting required for Forms 5471 and 5472 and as applied to other required foreign information returns.
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Employee Retention Credit: IRS Moratorium, Audits, and Withdrawing Claims
November 2, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will cover the Employee Retention Credit (ERC), including the expiring application deadline, the credits available, and the related IRS challenges. Our panel of federal income tax experts will highlight the multitude of changes made to the ERC for practitioners working with businesses e...
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Basis Calculations for Partnerships and LLCs
Book-Ups, Step-Ups, At-Risk Amounts, Allocating Liabilities, and Tax-Basis...
October 31, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax preparers and professionals advising partnerships and LLCs with a solid foundation for calculating and maintaining partners' basis accounts. The panel will discuss book-ups, step-ups, at-risk rules, the corresponding recourse and nonrecourse debt allocations, and the tax...
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Withstanding IRS Economic Substance Challenges: The Business Purpose Doctrine
Strategies for Structuring Reorganizations, Section 704(b) Allocations, Tra...
October 30, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the business purpose and economic substance doctrines and offer strategies for compliance for partnerships, corporations, and other business entities. The panelist of income tax veterans will present examples of IRS challenges to organizations and offer advice on structuring...
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Implementing Recent MTC Guidelines: PL 86-272 and the Finnigan Method
October 26, 2023 • CPE • CPE On-Demand, Download
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This webinar will address the recent guidelines issued by the Multistate Tax Commission (MTC) concerning the application of PL 86-272 in today's virtual business environment. Our panel will analyze the new standards and review other current MTC recommendations.
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Tax Issues Facing Homeowners' Associations: Forms 1120-H, 1120, 1120-C, and 990
October 26, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide welcomed tax advice for practitioners, board members, and owners participating in or advising homeowners' associations (HOAs). The panelist will help advisers understand the three filing considerations HOAs should consider annually, historical precedents relative to HOAs, an...
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Foreign Cloud Computing Transactions: U.S. Taxation of Service, Intangible, Copyright, and...
October 24, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss U.S. taxation of foreign computer programs and cloud computing transactions. Our panel of international tax attorneys will explain U.S. sourcing rules for overseas digital commerce and the latest regulations relating to taxation and classification of computer-related busine...
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Internal Controls: Enhancing Compliance and Efficiency
Overcoming Frequently Faced Issues and Common Peer Review Comments
October 23, 2023 • CPE • CPE On-Demand, Download
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This webinar will focus on the requirements regarding assessing internal control systems for financial statement audit purposes. The panelist will provide a perspective on the need for and benefits of the required assessment and optional testing of internal controls following AICPA generally accepte...
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Trade or Business Determinations: Interpreting Varying Guidance for Real Estate, Family Of...
October 20, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explore the importance of and difficulties in identifying a trade or business in its multiple contexts throughout the Internal Revenue Code. Our panel of tax professionals will point out similarities and differences in these interpretations and provide best practices for deciding a...
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SALT Implications for the Transportation Industry: Mitigating State and Local Taxes, Commo...
October 19, 2023 • CPE • CPE On-Demand, Download
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This webinar will address the typical taxes assessed to businesses transporting products throughout the U.S. Our panel of SALT professionals will discuss typical taxes imposed by states, exemptions, and best practices for moving goods from, to, and through states focusing on practices to mitigate a...
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Foreign Late Filing Notices: Effective Responses for Penalty Abatement
Reasonable Cause, First Time Abatement, Reliance on a Professional, Exercis...
October 17, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will examine the current state of IRS responses to international taxpayers' requests for penalty relief for late filing of foreign information returns. Our astute panel of international tax experts will review what constitutes reasonable cause, when first-time abatement applies, and wil...
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Advanced Income Tax Apportionment Issues Confronting Multistate Companies
Navigating States' Application of Market-Based Sourcing, Utilizing Alternat...
October 5, 2023 • CPE • CPE On-Demand, Download
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This course will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in various industries and a large number of states. The panel will go beyond the basics of apportionment for corporate tax professionals...
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ASC 842 Lease Accounting Standards
Determining Right-of-Use Assets, Financial Reporting Requirements, IFRS 16...
October 3, 2023 • CPE • CPE On-Demand, Download
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This course will analyze the Financial Accounting Standards Board's (FASB) lease methods and rules in ASC 842. Our panel of accounting and auditing experts will assist accountants and auditors in defining what constitutes a lease, classifying leases, and determining proper financial statement report...
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Malta Retirement Plans: IRS Proposed Regulations, Penalties and Sanctions, Foreign Informa...
October 3, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the proposed (and possibly final) IRS regulations, how to comply with them (including the applicability of voluntary disclosure programs), and tips, tricks, and best practices related to reporting foreign pensions. The webinar will also offer a general update on the U.S. ta...
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Section 754 Elections on Form 1065: Making Valid Elections, Seeking Relief for Missed or I...
Mastering the Mechanics of Election Statements, Schedules K-1, Obtaining Re...
October 2, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a thorough and practical guide to the mechanics of reporting a Section 754 election on a partnership's IRS Form 1065--"U.S. Return of Partnership Income." The panel will first discuss the significance, tax stakes, and mechanics...
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GILTI Calculations for Individual U.S. Shareholders: Section 951A
October 2, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to the global intangible low-taxed income (GILTI) provisions. The panel will detail the tax calculations and reporting requirements for taxpayers with GILTI inclusions and describe planning opportunities to minimize the tax impact on indiv...
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Restaurant Taxation: Calculating Tips and FICA Tip Credit; Food Donations, Sales Tax, and...
September 29, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss taxation issues unique to restaurants, including calculating and reporting tips, the enhanced deduction for food inventory, remitting sales tax, the FICA tip credit, and utilizing the employer retention credit with an emphasis on reducing taxes paid by the food industry.
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Preparing Schedules K-2 and K-3: Qualifying for Penalty Relief, Who Must File, Reporting F...
September 26, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss the required Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity. Our panel of highly experienced tax specialists will explain each part of each schedule so that tax practitioners can efficiently meet this reporting obligation...
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Capital Account Challenges for Partnerships: Tackling Calculations, Complex Operating Agre...
September 21, 2023 • CPE, EA • CPE On-Demand, Download
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This course will give tax professionals preparing Form 1065 tax returns a detailed review of the requirements for capital account maintenance for partnerships and LLCs, including a general outline of tax allocations, mathematical examples, explanations of operating agreements, and approaches to comp...
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Federal and State Tax Residency Rules: Latest IRS Examination Guidance and Navigating Stat...
September 21, 2023 • CPE, EA • CPE On-Demand, Download
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This course will guide tax professionals and advisers on the latest IRS examination guidance and state tax law issues regarding taxpayer residency. The panel will discuss federal and state tax residency rules, residency and allocation matters, U.S. income tax treaties, available tax planning techniq...
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Mastering GST Elections and Reporting: Minimizing Generation-Skipping Transfer Tax Through...
Opting Out of Automatic Allocation of GST Exemptions, Structuring GST-Exemp...
September 20, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a comprehensive and practical guide to generation-skipping transfer (GST) election strategies and the tax reporting mechanics of calculating GST taxes. The panel will offer specific guidance on reporting GSTs under various transfer scenarios. The panel will...
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Taxation of Fringe Benefits: Fringe Benefit Developments Including Remote Work, Autos, Mea...
September 20, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will cover the proper employee taxation of fringe benefits in today's changed work environment to employees and deductibility by the employer. Our panel of employee benefits professionals will highlight how automobile, apartment, education, and many other commonly offered benefits are r...
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Preparing Form 7203: Calculating S Corporation Shareholders' Stock and Debt Basis
Utilizing Prior Suspended Losses, Taxing Loan Repayments, Reconstructing Ba...
September 19, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide hands-on examples of reporting S corporation basis calculations on Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, including reporting loan repayments, stock blocks, and utilization of prior years' suspended losses. Our panel of flow-through veterans w...
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Mitigating Wayfair's Compliance Burden: Strategies to Reduce Registration and Reporting Re...
September 14, 2023 • CPE • CPE On-Demand, Download
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This webinar will review the effect of Wayfair on state requirements for registering, reporting, and remitting sales tax. Our panel of sales and use tax experts will point out ways to reduce the number of filing jurisdictions and provide cost-effective strategies to mitigate taxes paid.
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Avoiding Foreign Tax Credit Errors and Maximizing Opportunities: Maximizing the FTC
Deductions vs. Credits, Paid vs. Accrued Taxes, Interaction With Section 91...
September 12, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will look at opportunities to maximize the foreign tax credit (or deduction) for individual taxpayers. Our panel of global tax specialists will walk international tax advisers through common foreign tax credit scenarios and explain the steps to take to maximize this lucrative credit.
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Applying the Saving Clause and Exceptions in U.S. Income Tax Treaties
September 7, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the application of the saving clause in U.S. international income tax treaties. Our panel of foreign tax matter experts will identify the saving clause in U.S. income tax treaties, analyze saving clause exceptions, and provide examples of the application of the saving claus...
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State Tax Considerations for Locating a Business: SALT and Incentives, Weighing Factors by...
September 7, 2023 • CPE • CPE On-Demand, Download
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This webinar will review the relevant state and local tax factors a business should consider when deciding where to start or move its operations. Our panel of state subject matter experts will explain the applicable state and local taxes and tax rates, state incentives, and economic and other consid...
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Purchasing Real Estate Abroad: U.S. and Other Country Tax and Information Return Reporting...
August 31, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will examine the tax implications of purchasing real estate abroad. Our panel of foreign tax experts will explain the U.S. tax benefits of holding property abroad, holding structure considerations, and the particulars of buying real estate in certain countries, including Spain, the Unit...
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Recent IRS Rules for S Corporations: Activity and Basis Reporting, NRAs, QBI, and IRS Basi...
August 31, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will address the latest Subchapter S corporation tax issues. Our panel will discuss the requirements to include basis schedules and separate activity reporting in Form 1120-S, nonresident aliens and ESBTs, and preparing for the current IRS initiative focusing on audits of S corporation...
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Changing State Residency for Tax Purposes: Severing Ties, Establishing Domicile, Part-Year...
August 31, 2023 • CPE • CPE On-Demand, Download
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This course will focus on issues to consider when taxpayers relocate or consider relocating to other states. Purchasing a house in a state is not sufficient to create residency. Avoiding dual residency may be more critical than establishing residency in the new state. Listen as our experts explain h...
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Reclaimable Foreign Tax Credits: Calculating and Applying for Refunds of Excess Withholdin...
August 29, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will detail the process for obtaining relief for overwithheld foreign taxes. Our international tax planning expert will explain when foreign taxes paid can be reclaimed and walk tax professionals through calculating and applying for a refund of excess taxes paid.
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Estate Planning for Firearms, Memorabilia, Pets, and Other Unique Assets: Avoiding Tax and...
August 23, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review planning techniques for unusual but precious assets held by estates. Our panel of trust and estate veterans will point out when a trust could facilitate a transfer and the tax considerations of conveying specific items by either bequest, sell, or donation, as well as offer t...
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Tax Aspects of Gifting a Home: Basis, Part-Sale Part-Gift Transfers, Installment Notes, an...
August 23, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain the caveats and considerations of giving away the family home from the initial transfer to the final sale. The panelist will discuss methods of transfer, capital gains issues, installment notes, related party rents, and how to devise the best tax outcomes for both the donor...
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Redemptions of Partnership Interests: Sections 736(b) vs. 736(a), Installment Sales, Hot A...
August 23, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss redemptions of partnership interests for tax advisers working with partnerships and LLCs. Our authoritative panel will explain the tax effects of these dispositions on the partner, the remaining partners, and the partnership, including the application of ordinary versus cap...
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Form 990 Schedule A: Protecting Public Charity Status, IRC 509 Public Support Test Calcula...
August 22, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide nonprofit advisers with a comprehensive guide to reporting the public support tests of IRC Section 509(a) on Schedule A of Form 990 Exempt Organization Information Return.
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Mastering Form 5472: Filing Requirements for Foreign Individuals, LLCs, and Companies
Meeting Information Return Requirements for Foreign-Owned Disregarded Entit...
August 22, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a thorough and practical guide to completing Form 5472, focusing on the impact of IRS regulations requiring 5472 reporting by disregarded entities (DREs) with foreign owners. The panel will provide line-by-line guidance on completing the form, define comple...
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SALT Taxation of Short-Term Rentals: Airbnbs, VRBOs, Personal Residences, and Other Home-S...
August 17, 2023 • CPE • CPE On-Demand, Download
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This webinar will discuss the numerous taxes charged by states on home-sharing arrangements. Our panel of SALT experts will discuss the types of taxes imposed, registration requirements in certain states, reviewing the calculations of marketplace facilitators, specific requirements in certain states...
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Taxation of Non-Fungible Tokens: Tax Issues of Creators, Purchasers, Sellers; IRS Notice 2...
August 17, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will address the latest guidance for reporting and calculating the tax consequences of acquiring and disposing of non-fungible tokens (NFTs). Our dynamic speaker will provide examples of the tax treatment for creators, sellers, and purchasers of these popular assets using common scenari...
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Sampling Strategies in Financial Statement Audits: Methodologies, Data Analytics, and Off-...
August 14, 2023 • CPE • CPE On-Demand, Download
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This course will prepare auditors to select appropriate sampling techniques for financial statement audits and discuss the relationship between traditional sampling and data analytics. The speaker will explain the rationale for and technical terms of generally accepted standards for sampling methodo...
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Partnership Exchanges: Section 1031, Drop and Swaps, Swap and Drops, Mixing Bowl, and Othe...
August 9, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain methods available to swap assets held in partnerships, including methods that combine eligibility for Section 1031 treatment. Our panel of partnership tax experts will explain drop and swap, swap and drop, and mixing bowl strategies available to partners that allow for an ex...
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Avoiding Common FBAR Errors: Missed Accounts, Failure to File, Amending Returns, Delinquen...
August 8, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will address common FBAR reporting errors and discuss how to remedy and avoid these. Our panel of tax controversy experts will identify accounts that must be included on the FBAR but are often overlooked and point out misunderstandings surrounding reporting thresholds and filing require...
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GILTI High Tax Exclusion Final Regulations: Tested Units, Controlled CFC Groups
August 3, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide CFC shareholders and tax professionals with a comprehensive understanding of the final global intangible low-taxed income (GILTI) High Foreign Tax Exclusion Regulations (T.D. 9902). Our panel of international tax experts will explain how the final regulations change the orig...
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UBTI in IRAs: Reporting Unrelated Business Taxable Income in MLPs, Self-Directed IRAs, and...
August 3, 2023 • CPE, EA • CPE On-Demand, Download
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This course will give nonprofit tax professionals and advisers a thorough guide to recognizing and reporting unrelated business taxable income (UBTI) about IRAs, qualified plans, and other retirement accounts. The webinar will focus on the standards and guidelines for determining whether income deri...
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State Tax Considerations of Financial Institutions: Determining Nexus, Unique Taxes, Filin...
August 3, 2023 • CPE • CPE On-Demand, Download
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This webinar will take an in-depth look at state guidelines for taxing financial institutions. Our panel of state and local tax professionals will analyze how states define, tax, and determine nexus for businesses handling cash, credit, and similar assets. They will point out differences in specific...
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Tax Issues in Real Estate Partnerships: Dealer vs. Investor Status, 163(j) Interest Limita...
August 2, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a detailed and practical guide to navigating certain planning complexities and opportunities for real estate partnerships. Our panel of real estate experts will analyze the factors that determine dealer status along with recent cases to enable real estate o...
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Estate Planning for Flow-Through Entities: Minimizing Taxes for Partners, Shareholders, an...
July 26, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will offer estate planning strategies for partners and shareholders. Our panel of trust and estate advisers will provide suggestions to minimize taxes and point out tax hazards to avoid for owners of flow-through entities.
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Maximizing the Other State Income Tax Credit: Defining Net Income Tax, Qualifying Local Ta...
July 26, 2023 • CPE • CPE On-Demand, Download
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This webinar will explain what is a net income tax in certain states and, therefore, eligible for the individual income tax other state credit. Our panel of SALT professionals will point out local taxes that are occasionally overlooked that qualify for this credit, requirements for the credit in spe...
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Outside Basis: Determining, Documenting, and Reconstructing for Partners, Members, and Sha...
July 25, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will walk tax practitioners through the process of calculating outside basis for partners, members, and shareholders of pass-through entities. Our panel of federal taxation experts will point out the differences between S corporation and partnership calculations, discuss IRS audit flags...
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Taxation of Foreign Source Income: GILTI HTE Regulations, Subpart F, Sec. 245A DRD, Sale o...
July 20, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax professionals with guidance on final and proposed regulations governing foreign source income taxation. The panel will present an in-depth analysis of changes in the application of Subpart F as a result of the TCJA, global intangible low-taxed income (GILTI), foreign-der...
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Long-Term Care Insurance Planning: LTC Deductions, Avoiding Taxation of Proceeds, Traditio...
July 20, 2023 • CPE, EA • CPE On-Demand, Download
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Join us for a webinar that delves into the long-term care (LTC) insurance choices and unravels the intricate web of tax implications. Our esteemed panel of certified financial planning experts is poised to guide you through the labyrinth of LTC tax deductions, ensuring you're equipped with the knowl...
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Section 743(b) Adjustments in Multi-Tier Partnerships: Applying Rev. Rul. 87-115 to Upper-...
July 20, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with an advanced and practical guide to the reporting complexities and planning opportunities present in making Section 743(b) adjustments in the context of multi-tiered partnerships. The panel will outline the provisions of Rev. Rul...
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Administrative Adjustment Requests (AARs): Typical Scenarios, Push-Out and Pull-In Electio...
July 19, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will walk tax practitioners through the reporting responsibilities for administrative adjustment requests (AARs) and explain when an AAR is required or should be considered. Our panel of partnership and procedure professionals will address the initial determination whether an AAR is req...
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Sales and Use Tax Implications of Business Acquisitions: Stock vs. Asset Sales, Successor...
Nexus Implications of Acquiring Certain Entities, Drop Down of Assets Follo...
July 17, 2023 • CPE • CPE On-Demand, Download
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This course will guide tax professionals with an in-depth analysis of the sales and use tax issues in acquiring certain businesses. The panel will discuss the unexpected sales and use tax consequences, nexus implications, issues stemming from the drop-down of assets followed by a stock sale, success...
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State Taxation of Foreign Income: Section 163(j), GILTI, Section 250 Deduction, Subpart F
July 13, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss the multitude of differences in state requirements for reporting foreign income. Our panel of experts in foreign income tax matters will explain the latest developments in state taxation of GILTI income and the corresponding Section 250 deduction and payments for practitione...
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Planning for Deductions in Trusts and Estates: Excess Losses on Termination, Distributions...
July 12, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain how planning for deductions of trusts and estates can significantly reduce taxes paid by these entities and their beneficiaries. Our panel of trust and estate attorneys will guide trust and estate advisers through planning for distributions, charitable deductions, and exces...
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Accounting for Cryptocurrency and Digital Assets: New FASB Guidance, Financial Reporting a...
July 11, 2023 • CPE • CPE On-Demand, Download
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This webinar will explain recording the receipt, disposition, and financial reporting aspects of digital assets, including cryptocurrency, for accountants and auditors. Our panel of accounting and audit experts will provide recommendations for accounting for these assets that are quickly becoming co...
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Navigating International Domicile Changes: Residency Issues, Exit Tax, and Green Card Revo...
July 11, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will highlight the factors to consider when making an international domicile or residency change. The panelist will cover key considerations taxpayers should make before moving into or out of the U.S.
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Nonresident Tax Issues: ECI, Structures for Holding U.S. Assets, Treaty Benefits, Estate a...
July 6, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax practitioners working with U.S. nonresident aliens (NRAs) with practical steps to minimize U.S. taxes for these U.S. taxpayers. The panelists will cover the rules for federal income, estate, and gift taxation of nonresidents and provide concrete advice on mitigating thes...
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Tax Strategies for Breweries: Leasing vs. Buying Kegs, Choice of Entity, R&D Credit, Excis...
July 6, 2023 • CPE, EA • CPE On-Demand, Download
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This course will address general business decisions, the taxes paid that are specific to beverage alcohol industries, and the incentives available for brewery owners and advisers. Our brewery experts will focus on steps to minimize taxes and maximize profits for these businesses.
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Charitable Remainder Trusts: Utilizing CRATs and CRUTs to Minimize Income and Transfer Tax...
July 6, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will take a comprehensive look at charitable remainder trusts (CRTs) as a means to reduce estate and income taxes paid by taxpayers. Our notable panel will explain which taxpayers are ideal candidates for CRTs, the calculation of the remainder interest and annual pay-outs, differences i...
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Mastering Form 8582 Passive Activity Loss Reporting: An Advanced Program on Calculations,...
June 29, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with an advanced guide to calculating and allocating passive activity losses. The panel will go beyond the basics on the passive activity rules and will offer a comprehensive, practical guide to mastering the complexities of calculating passive activity losses f...
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Business Valuations: Common Methods and Scenarios, Choosing an Expert
Buy-Sell Agreements, 409A, Section 1202 Valuations, Divorce, Shareholder Di...
June 28, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will take a comprehensive look at business valuations for companies and their advisers. Our panel of business valuation analysts will explain the various business valuation designations, how business valuations are utilized, and which valuation method is best in specific scenarios.
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Complex Gift Reporting on Form 709: GRATs, Business Interests, Crummey Trusts, CLTs and CR...
June 28, 2023 • CPE, EA • CPE On-Demand, Download
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This course will guide practitioners through reporting of more complicated gifts, including examples of how gratuitous transfers made under common estate planning strategies should be reported and disclosed on Form 709. Our expert panel will discuss in detail the reporting of gifting to GRATs, Crumm...
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Multistate Tax Treatment of Multi-Tier Partnerships: Ingesting PTET in a Multi-Tier Entity
Determining Treatment of Lower-Tier Apportionment Factors, Meeting Withhold...
June 27, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a practical guide to navigating the multistate reporting complexities in multi-tiered partnerships. The panel will outline various state rules governing apportionment of income from lower-tier pass-through entities, withholding...
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Analyzing 1040s for Financial Planning Opportunities
Utilizing Demographics, Income, Schedules B, C, D, E, and A to Better Serve...
June 22, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review Form 1040, U.S. Individual Income Tax Return, and demonstrate how tax advisers can and should utilize the information provided and reported on a taxpayer's return to identify financial planning opportunities for taxpayers. Our Financial Planning Specialist will discuss the c...
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Single Sales Factor Apportionment: Market-Based Sourcing vs. Cost of Performance, Business...
June 22, 2023 • CPE • CPE On-Demand, Download
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This webinar will review the nuances and calculations of single sales factor apportionment. Our panel of state income tax consultants will explain differences in market-based sourcing and cost of performance, outline the impact of the sales factor on the disposition of a business, and point out vari...
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State Income Tax Treatment of Nonresident Trusts: Compliance Challenges and Planning Oppor...
Determining Residency, Allocating Income Between Trust and Beneficiary, App...
June 21, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax professionals and advisers with a practical guide to various states' rules governing nonresident trusts' income tax treatment with multistate income or beneficiary connections. The panel will discuss critical topics relevant to resident and nonresident trusts, focusing o...
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IRC 962 Election for Corporate Tax Rate on Subpart F Income
Avoiding GILTI Complexities, Claiming Indirect Deemed Paid Foreign Tax Cred...
June 20, 2023 • CPE, EA • CPE On-Demand, Download
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This course will guide tax advisers in making a Section 962 election for an individual, trust, or estate to be taxed at corporate rates on foreign-sourced income under Section 951(a) and global intangible low-taxed income (GILTI) treated in the "same manner" as Subpart F inclusions. The panel will s...
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Net Operating Losses and Amended Returns: Maximizing Benefits of NOL Carryforwards and Fil...
June 15, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss the nuances of net operating losses (NOLs), amended returns, and IRS submission procedures. Our authoritative panel will cover how NOL carryforward planning can maximize refunds and discuss how to properly file claims for refunds.
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Form 8865: Reporting Foreign Partnership Interests
Determining Taxpayer Categories Based on Control or Ownership, Schedule K-2...
June 14, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and return preparers with a practical guide to completing Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. The panel will discuss how to correctly identify the taxpayer category, determine the allocable share of foreign income, com...
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Subpart F vs. GILTI: CFC Anti-Deferral Issues
CFC Anti-Deferral Issues
June 14, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide a practical overview of the controlled foreign corporation (CFC) anti-deferral rules including the 2022 Section 958 final regulations that provide rules with respect to domestic partnerships and their partners. The panel will also discuss some key issues with respect to the...
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Appealing Property Tax Assessments: Fair Market Value, Common Exemptions and Incentives, C...
June 13, 2023 • CPE • CPE On-Demand, Download
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Our panel of real estate tax and valuation professionals will discuss the steps necessary to successfully appeal commercial property tax assessments across the U.S. and review specific procedures for New York City and the state of California.
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Relief for Late S Corporation Elections: Revenue Procedures 2013-30 and 2022-19, Reasonabl...
June 12, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain the steps outlined in Revenue Procedure 2013-30 to facilitate granting S corporation status to businesses requesting late election relief, as well as the more recent Revenue Procedure 2022-19, which identifies a number of issues involving S corporations that may be resolved...
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Tax Aspects of Divorce: From Alimony to Property Settlements
June 8, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the tax consequences of decisions made relative to divorce. Our panel of experienced CPAs will explain the tax ramifications of property settlements, including personal residences, real property, investments, and retirement accounts, and review the impact of recent legislat...
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FIRPTA: New Proposed Regulations, Identifying Exempt DCQIEs, Withholding Rules, Holding St...
June 6, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will analyze FIRPTA (Foreign Investment in Real Property Tax Act) rules for foreign investors in U.S. real estate. Our panel of multinational tax experts will review the recently released regulations, consider appropriate holding structures to minimize U.S. tax liability, and detail the...
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Tax Considerations for Authors: Royalty Income, Self-Employment Tax, Inventory, and Sales...
June 5, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss tax issues specific to authors and self-publishers of tangible and digital works. Our panel of seasoned tax professionals will provide explanations for handling sales tax, royalties, inventory, self-employment tax, and business formation for authors.
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Economic Substance Doctrine: Complying With U.S., European Union, Cayman Islands, Nevis, a...
May 30, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the economic substance doctrine from the perspective of the U.S., EU, and offshore jurisdictions. Our panel of global tax attorneys will explain how to comply with the U.S. economic substance rules, European directives, and similar requirements of other offshore locations, i...
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Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
May 25, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms.
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179D and 45L Tax Incentives: Qualifications, Impact of Inflation Reduction Act, Caveats, P...
May 24, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain qualifying for 179D and 45L tax incentives for tax professionals working with businesses owning, designing, building, and constructing property. Our panel of experts will review the benefits, qualifications, and caveats of these lucrative tax rewards for constructing and in...
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Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indi...
May 23, 2023 • CPE, EA • CPE On-Demand, Download
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This course will guide tax advisers to the U.S. reporting requirements for ownership of foreign disregarded entities (FDEs) on IRS Form 8858. The panel will offer section-by-section detail on completing Form 8858, discuss the interrelation between Form 8858 and other required international informati...
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Estate Planning for IRAs and Qualified Plans: Trusts as Beneficiaries, Impact of SECURE 2....
May 17, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will address specific estate planning issues with IRAs and qualified plans. Our panel of estate, trust, and retirement planning professionals will cover utilizing trusts as IRA beneficiaries, naming beneficiaries, charitable remainder trusts, Roth conversions, and specific estate tax pl...
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IFRS vs. GAAP: Comparing and Contrasting Financial Statement Requirements
Identifying Key Balance Sheet, Income Statement, and Disclosure Differences
May 16, 2023 • CPE • CPE On-Demand, Download
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This course will review significant differences affecting a broad range of financial statement areas, comparing, and contrasting the requirements in accordance with generally accepted accounting principles (GAAP) versus International Financial Reporting Standards (IFRS) for accountants preparing fin...
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SECURE 2.0: RMDs, Retirement Plan Set-Up Credits, Long-Term Part-Time Employee Coverage, K...
May 11, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the major SECURE 2.0 provisions affecting retirement plans, provide guidance and clarifications (where possible), and point out the tips and traps in areas where administrators and tax professionals need to beware until the Internal Revenue Service and Department of Labor p...
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How to Settle a Client's Estate: Identifying Assets and Debts, Critical Elections, Distrib...
May 10, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide an overview of the steps required when settling an estate. Our panel of estate tax experts will walk executors and advisers through initial considerations, including identifying assets and obligations and accumulating key documents required for tax filings and distribution o...
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U.S. Taxation of Common Visa Types: H1-B, F-1/J-1, B-1/B-2, TN, EB-1, and Others
May 9, 2023 • CPE, EA • CPE On-Demand, Download
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This course will address U.S. nonresident taxation by visa type. The panelist will identify common visa categories and explain when a visa holder is subject to U.S. taxation of income, what treaty and other benefits may be available to mitigate taxation, and when U.S. earnings are subject to Social...
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Sales Tax Treatment of Online Communications and Direct Mail Under New State Tax Rules
May 4, 2023 • CPE • CPE On-Demand, Download
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This course will guide tax professionals with an in-depth analysis of the sales tax treatment of direct mail promotions, outsourced customer billings, and electronic communications after recent state tax law changes. The panel will discuss nexus-related issues, the taxability of postage and shipping...
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Tax Challenges for Law Firms: Advanced Client Costs, IOLTA Accounts, Partner Allocations,...
May 3, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review accounting and tax issues specific to law offices. Our panel of tax reporting professionals will discuss identifying and recording advanced client costs, Interest on Lawyer Trust Accounts (IOLTA), income recognition, retirement contributions, and other specific tax requireme...
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International R&E: Impact of Section 174 Capitalization Requirements on Multinational Taxp...
May 2, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the impact of recent changes to the deductibility of research and experimental expenditures (R&E) on multinational taxpayers. Our panel of international tax advisers will clarify what costs constitute R&E expenses, explain how these costs should be treated, and provide exam...
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Converting From S Corp to C Corp: Final 1371(f) Regulations, Favorable Treatment of PTTP D...
May 1, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a thorough exploration of the potential tax benefits and hazards of revoking S elections and converting entities to C corporations. The panel will offer tools and strategies to maximize the tax and operational advantages of maki...
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Making the Shift From Tax Preparer to Tax Adviser: Key Elements to Success
April 27, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the differences between tax preparers and tax advisers and will focus on moving from the former to the latter. Our influential speaker will guide tax practitioners through the process of enhancing tax services provided to current and potential clients.
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Spousal Lifetime Access Trusts: Gifting Assets, Beneficiary and Grantor Considerations, An...
April 26, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss how a spousal lifetime access trust (SLAT) can provide needed flexibility in estate planning. Our panel of transfer tax veterans will discuss the primary benefits and risks couples assume when establishing a SLAT and satisfying the annual reporting requirements for trust an...
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Maintaining Partner Capital Account Balances: Preparing Workpapers, Documenting Allocation...
April 26, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax preparers and compliance professionals serving partnerships and LLCs with a solid and practical foundation for maintaining partners' capital account balances, including account setup and workpaper preparation. The panel will offer a practical discussion of tax allocation...
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Form 5471 Schedule J, Accumulated Earnings of Controlled Foreign Corporations: Line-by-Lin...
Deep Dive Into Additional Categories, Classifications, and Sections of Comp...
April 25, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical, in-depth guide to completing Form 5471's recently revised Schedule J, Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporations. The panel will take a line-by-line approach to the form, discussing each of the income items listed i...
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Agreed Upon Procedures and SSAE No. 19: Engaging vs. Responsible Parties, Representation L...
April 25, 2023 • CPE • CPE On-Demand, Download
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This webinar will discuss agreed upon procedure (AUP) engagements and the related Statement on Standards for Attestation Engagements (SSAE) No. 19. Our panel of auditing experts will discuss the best practices for firms offering these attestation services.
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Taxation of Intellectual Property: Classifying Intangibles, Determining Domicile, Holding...
April 20, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the tax ramifications of creating, transferring, and holding intellectual property (IP) in the U.S. and overseas. Our panel of international tax experts will discuss appropriate holding entities, the U.S. international tax regimes as applied to IP, and transfer pricing cons...
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Tax Issues of Real Estate Syndications: Limited and General Partner Considerations, Carrie...
April 19, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the tax considerations of real estate syndicates for investors and tax professionals working with these unique real estate partnerships. Our panel of real estate strategists will discuss the tax implications for general partners, limited partners, and the flow-through entity...
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Buy-Sell Agreements for Closely Held Businesses: Redemption vs. Cross-Purchase, Valuation...
April 19, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will cover key considerations of buy-sell agreements for closely held businesses. Our panel of estate and wealth transfer experts will discuss the tax implications of redemption and cross-purchase agreements for tax professionals working with small businesses and their owners.
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Canada-U.S. Estate and Gift Tax Planning: Utilizing Canada-U.S. Income Tax Treaty Provisio...
April 18, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the transfer taxes paid in Canada and the U.S. by residents of the U.S. and/or Canada. Our panel of foreign tax experts will discuss specific articles in the Canada-U.S. Income Tax Treaty and provide examples of how these can be applied to mitigate estate and gift taxes pai...
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State and Local Taxation of Healthcare Providers: Common Sales/Use and Income Tax Consider...
April 5, 2023 • CPE • CPE On-Demand, Download
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This webinar will describe the many sales tax issues affecting healthcare providers. Our panel of state and local tax experts will discuss the sales taxation of medical devices, healthcare services, and supplies, as well as reveal exemptions offered for R&D, manufacturers, nonprofits, and others tha...
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LLC to S Corp Conversions and S Corp to LLC Conversions: Benefits and Caveats, Step-by-Ste...
April 5, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the advantages and disadvantages of LLC to S corporation conversions and S corporation to LLC conversions. Our panel of partnership experts will address critical considerations before changing an entity classification, including when a business' circumstances warrant a chan...
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Tax Consequences of Stock Options: ISOs, NSOs, ESPPs, and RSUs
April 3, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss the tax implications of incentive stock options (ISOs), non-qualified stock options, ESPPs, and restricted stock units (RSUs). Compensating employees with stock allows them to purchase company stock and to share in the success and appreciation of the company. The type of inc...
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Market-Based Sourcing and Multistate Apportionment of Revenue From Services and Intangible...
March 30, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax executives and managers with a practical guide to handling challenging state income tax apportionment involving sales of services and intangible personal property. The panel will detail various states' methods of apportioning revenues from services and intangibles, discu...
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Tax Complexities in the Sales and Purchases of S Corps: Asset vs. Stock Sales, Installment...
March 29, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain the significant factors purchasers and sellers should consider when acquiring or disposing of a Subchapter S corporation. Our panel of S corporation veterans will discuss the pros and cons of asset sales versus stock sales, qualifying for installment sales treatment as an S...
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Preparing Nonprofit Financial Statements: Avoiding Common Errors
Classifying Restricted Assets, Categorizing Functional Expenses, Reporting...
March 28, 2023 • CPE • CPE On-Demand, Download
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This webinar will discuss preparing financial statements for nonprofit organizations. This discussion will cover the unique aspects of these reports, identify common reporting missteps, and provide advice for efficiently assimilating these statements for auditors and accountants of these organizatio...
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Mastering Reporting of Publicly Traded Partnership and MLP K-1s on Partners' Returns
Navigating Footnotes and Tying Information to the 1040
March 21, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will provide tax advisers and professionals with tools and practical knowledge to reconcile complex Schedule K-1s for publicly traded partnerships (PTPs) and master limited partnerships (MLPs), using sample K-1 information from complex oil and gas partnership footnotes and disclosures a...
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Nonresident and Mobile Workers: Nexus Triggers, State Tax Traps
State Withholding Rules, Personal Income Tax Allocation, Resident Credits,...
March 16, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax professionals and advisers guidance on differing state rules on withholding tax obligations for employers and personal income tax allocation for employees operating or working in multiple jurisdictions. The panel will discuss nexus triggers, key challenges under various...
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Sect. 704(c): Contributions to Partnerships and LLCs
Navigating Unsettled Issues, Complex Rules, and Allocation Method Elections
March 16, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a thorough and practical guide to navigating the complex requirements of Section 704(c). The panel will go in depth to identify the contributed property subject to Section 704(c) and will discuss available elections to allocate gain and loss.
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Remedying Missed Elections, Deadlines, and Claims: Section 9100 Relief and Other Strategie...
March 16, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will address relief provisions available to salvage missed deadlines and elections. Our panel of tax specialists will pair commonly missed tax deadlines and elections with IRS relief that is available to mitigate the related penalties and tax consequences of these oversights.
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Tax Consequences of Bankruptcy: COD Income, Reduction of Tax Attributes, and Personal Tax...
March 9, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will cover the critical considerations of individual taxpayers, shareholders in S corporations, and LLC members who are considering filing for bankruptcy. Our bankruptcy experts will analyze the tax ramifications of bankruptcy, including COD income and exclusions, the reduction and orde...
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Sales and Use Tax Reserves: Financial Accounting Standards Under ASC 450 and IAS 37
Establishing and Maintaining Accruals, Provisions, and Disclosures of Conti...
March 9, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax professionals with a review of current best practices for establishing, documenting, and maintaining reserves for uncertain sales and use tax positions of multinational companies using the most current interpretations of financial reporting under U.S. U.S. GAAP and Inter...
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U.S. Estate and Gift Tax Treaties: Utilizing Specific Provisions to Mitigate Inheritance T...
March 8, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review standard provisions in U.S. estate and gift tax treaties and explore specific provisions in treaties with particular countries that can be utilized to reduce or eliminate exposure to U.S. transfer taxes.
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UBTI and UBIT for Exempt Organizations: Mastering Form 990-T, Siloing Unrelated Activities...
March 7, 2023 • CPE, EA • CPE On-Demand, Download
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This course will give nonprofit tax professionals and advisers a good look at the rules governing unrelated business income tax. The webinar will focus on guidelines for determining whether income is unrelated business taxable income (UBTI), how separate business lines are determined under the regul...
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Partnership Terminations: Sale or Abandonment of an Interest, Retirement or Death of Partn...
March 1, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax return preparers with increased familiarity with the issues involved in transfers of partnership interests, including exchanges; the retirement of a partner; gift, contribution, or abandonment of a partnership interest; and the death of a partner.
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IRC Section 645 Elections: Filing a Combined Qualified Revocable Trust and Estate Income T...
February 28, 2023 • CPE, EA • CPE On-Demand, Download
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This course will explain how making the election under IRC Section 645 can significantly reduce the tax filing burden for practitioners and lower beneficiaries' tax obligations.
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Representing Refugees: ITINs vs. SSNs, Eligibility for Specific Tax Benefits, Resident vs....
February 28, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain how tax professionals can assist refugees with the overwhelming U.S. tax requirements. Our panel of foreign filing experts will address critical questions to ask, determining residency status, applying for Taxpayer Identification Numbers (ITINs) and Social Security numbers,...
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Strategies to Recharacterize Gain from Certain Stock Sales with Untaxed Foreign Earnings
February 23, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the relevant rules under the new quasi-territorial regime, the remaining types of untaxed foreign earnings, and the basics of Section 1248 and Section 245A. Our panel of multinational tax practitioners will explain planning strategies to use untaxed foreign earnings to recha...
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Maximizing Depreciation: Cost Segregation, QIP, Bonus Depreciation, Filing Refund Claims
February 22, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain qualified improvement property (QIP) depreciation, bonus depreciation, and utilizing cost segregation post regulation changes introduced in the CARES Act. The panelist will discuss how taxpayers can accelerate and correct missed depreciation opportunities and how cost segre...
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Sales Tax Exemptions and Resale Certificates: Compliance Issues, State-by-State Requiremen...
February 21, 2023 • CPE • CPE On-Demand, Download
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This course will provide tax professionals and advisers an in depth analysis of the requirements and compliance issues of state sales tax exemptions and resale certificates. The panel will discuss the criteria for securing sales tax exemptions and resale certificates, recent state regulations hamper...
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UK-Based Retirement Accounts for U.S. Taxpayers: Mastering Reporting, Maximizing Planning...
Utilizing Treaty Provisions to Achieve Optimal Tax Results While Complying...
February 21, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a deep dive into tax reporting requirements and planning opportunities for clients who take distributions from, or have ownership of, UK-based retirement accounts such as self-invested personal pensions (SIPPs) and other plans. The panel will discuss the U....
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1031 Exchanges: Deferred Exchanges, Identifying Property, Calculating Depreciation, Comple...
February 21, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide an overview of Section 1031, like-kind exchanges (LKEs), so that both new and seasoned tax professionals can better advise clients participating in these transactions. The panel will provide an overview of the components of LKEs, including defining qualifying property, under...
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Economic Presence Nexus for State and Local Taxes: Emerging Trends in Gross Receipts, Inco...
Meeting the Challenges of Developing State Standards
February 16, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide business tax advisers with thorough and up to date guidance on various states' responses to Wayfair. The panel will discuss specific states' responses to Wayfair, including nexus requirements and reporting thresholds.
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Exploiting and Avoiding Self-Rental Rules: Grouping, Exceptions, Material Participation, 1...
February 16, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the regulations under Section 469 subjecting taxpayers who materially participate in a trade or business activity to self-rental rules for property leased to the business. The panelist will review types of property and taxpayers subject to the rules, exceptions and grouping...
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Schedules Q & R, Form 5471: Reporting CFC Income by CFC Income Groups and Distributions Fr...
February 14, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain preparing the recently added Schedule Q, Certain Foreign Corporation (CFC) Income by CFC Income Groups, and Schedule R, Distributions From a Foreign Corporation, of Form 5471. Our panel of international tax veterans will discuss the legislative background necessitating the...
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Retiring Abroad: Tax Considerations, Expatriation From the U.S., Immigration, Golden Visas...
Puerto Rico, Portugal, Israel, Singapore, Cost Rica
February 9, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will take a detailed look at the most significant concerns of taxpayers considering retiring abroad. Our panel of international tax attorneys will explain U.S. expatriation requirements, the benefits and caveats of Golden Visa programs, and immigration considerations for moves to Puerto...
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Resolving Inadvertent Terminations of S Status: New Rev Proc 2022-19 Relief, Second Class...
February 8, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the many ways an S corporation can lose its S status, which requires private letter rulings (PLRs) to correct, and utilizing Revenue Procedure 2022-19 to facilitate corrections. Our panel of seasoned S corporation advisers will walk you through examples of common oversights...
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Accounting for Income Taxes ASC 740: Business Combinations, Valuation Allowances, Recent L...
February 7, 2023 • CPE • CPE On-Demand, Download
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This course will analyze various components of accounting for income taxes that can be traps for the unwary, including certain business combination issues, valuation allowance assessments, tax internal controls, along with implications of recent tax law changes and other areas of complexity.
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Tax Treatment of Real Estate Dealers, Investors, and Professionals
Capital Gains vs. Ordinary Income Treatment, Opportunity Zones and 199A
February 1, 2023 • CPE, EA • CPE On-Demand, Download
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This course will cover the differences between real estate dealers, investors, and professionals, as well as the tax consequences of each classification. The panel will cover the current IRS challenges, the 199A deduction, and investing in opportunity zones for real estate ventures.
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Form 1040NR Nonresident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and De...
January 31, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and professionals with a thorough and practical guide to preparing Form 1040NR, U.S. Nonresident Alien Income Tax Return. The panel will offer useful guidance in determining which individuals should file, identifying and reporting income subject to U.S. income t...
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IRS Criminal Examinations: Handling Eggshell Audits, Identifying Criminal Issues, Respondi...
January 30, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss recognizing and handling sensitive IRS examinations, known colloquially as eggshell audits, for CPAs and tax advisers. Our panel of seasoned tax attorneys will address factors that can turn an IRS exam into a criminal investigation, signs that your client may be targeted fo...
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Choosing a Retirement Plan for the Self-Employed: Maximizing Contributions, Solo 401(k)s,...
January 26, 2023 • CPE, EA • Download
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This course will delve into the differences between different retirement plans, who is eligible to establish a plan, how plans can be combined to maximize savings, and the SECURE Act. Our retirement expert will provide a thorough explanation of the options available for businesses and self-employed...
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State Taxation of Retirees: Retirement Exclusions, Property Tax Exemptions, and Unique Cre...
January 24, 2023 • CPE • CPE On-Demand, Download
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This webinar will highlight the many tax benefits available to seniors in the 50 states for tax practitioners preparing returns for older taxpayers. Our panel of state tax experts will explain retirement exclusions, property tax exemptions, and unique credits offered in specific states for tax pract...
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Business vs. Nonbusiness Income: When to Allocate and When to Apportion
UDITPA Standards, Transactional and Functional Tests for Income Characteriz...
January 19, 2023 • CPE • Download
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This course will provide SALT tax advisers with a thorough and practical guide to distinguishing between business and nonbusiness income for purposes of determining multistate allocation vs. apportionment. The panel will discuss distinctions between business income which must be apportioned and allo...
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Tax Reporting of Cryptocurrency and Current Enforcement Trends
January 19, 2023 • CPE, EA • Download
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This course will provide tax advisers and tax compliance professionals with a practical look at IRS guidance on calculating and reporting gain on cryptocurrency-related transactions as well as current trends in tax reporting and enforcement.
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Responding to Adverse IRS Audit Assessments: Audit Reconsideration Requests, IRS Appeals,...
January 17, 2023 • CPE, EA • Download
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This course will provide tax advisers and professionals with a discussion of IRS exam hotspots. It will outline practical strategies for responding to unfavorable IRS audit results, including requesting audit reconsiderations, navigating the IRS appeals process, and the litigation options available....
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Sales Taxes for Food Takeout and Third-Party Delivery Services: Key Issues for Registratio...
January 12, 2023 • CPE, EA • Download
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This course will guide tax professionals on sales tax issues for food takeout and third-party delivery services. The panel will discuss sales tax collection laws and their application to restaurants that use third-party delivery service providers such as GrubHub, Uber Eats, and DoorDash. The panel w...
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Applying Waterfall Allocations: Calculating Standard and Complex Layered and Target Alloca...
January 11, 2023 • CPE, EA • Download
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This webinar will provide flow-through practitioners with the tools necessary to interpret and allocate waterfall provisions in partnership operating agreements. This webinar will review standard allocation methods between partners and members and provide hands-on examples of the corresponding calcu...
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Completing Form 8833 Treaty-Based Return Position Disclosure: Claiming Income Tax Treaty B...
Identifying Treaty Provisions and Impacted Code Sections, Interrelated Fili...
January 10, 2023 • CPE, EA • Download
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This course will provide tax advisers with an in-depth and practical guide to identifying the reporting requirements and completing IRS Form 8833 Treaty-Based Return Disclosure.
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Sales and Use Tax Fundamentals: Mastering Tax Base, Compliance, Nexus, and Other Essential...
January 5, 2023 • CPE, EA • CPE On-Demand, Download
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This course will guide tax professionals and advisers on essential concepts and trends that tax staff must understand before they can effectively work on state and local sales and use tax compliance. The panel will discuss their thoughts on sales and use tax, sourcing transactions, marketplace facil...
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Section 461(l) Excess Business Loss Limitations: What Are They and What to Do With Them
January 3, 2023 • CPE, EA • Download
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This webinar will provide tax advisers with a practical exploration of the loss limitation rules of Section 461(l) which was added by the Tax Cuts and Jobs Act of 2017. Although it was suspended for tax years 2018-20 under the CARES Act it is back in place for the tax years 2021- 2028. The panel wil...
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Related Party Notes and Transactions: Section 267, Imputed Interest, Disallowed Losses, an...
December 28, 2022 • CPE, EA • Download
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This course will examine the complexities of related party transactions for tax advisers working with closely held businesses and their owners. The panelist will explain when imputed interest is required, when it is recognized by the payor and payee, when loss deductions are disallowed versus deferr...
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Sales Tax for Construction and Real Property Transactions: Tax Treatment of Contracts, Lab...
December 15, 2022 • CPE • CPE On-Demand, Download
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This course will provide tax professionals and advisers with an in-depth analysis of state sales tax treatment of construction and real property transactions. The panel will discuss the taxation of construction labor and building materials permanently attached to real property, state law distinction...
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Subpart F Expansion Final and Proposed Regulations: Increased Tax Liability and Reporting...
Controlled Foreign Corporation and U.S. Shareholder Definitions, GILTI
December 14, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical overview of the significant to Subpart F tax treatment of controlled foreign corporations (CFCs). The panel will detail in plain language the specific areas of Subpart F, including the downward attribution rules, recent final and proposed regula...
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Trust Distributions to Foreign Beneficiaries: Complex Planning and Calculation Challenges
Navigating the Interplay of Foreign Withholdings, Treaty Benefits, DNI Calc...
December 14, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide estate and trust tax advisers and compliance professionals with a thorough and practical guide to the tax compliance issues that fiduciaries face before making or allocating U.S. domestic trust or estate distributions to foreign beneficiaries. The panel will explain how to d...
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Employee Benefit Plan Audit Peer Reviews
Preparing for Risk Assessment, Control Document Inspection, and Other Peer...
December 7, 2022 • CPE, EA • CPE On-Demand, Download
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This course will help auditors identify issues frequently arising in peer review audits of employee benefit plans and offer best practices to address potential problems and work with reviewers.
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State Taxation of Digital Assets: Sales Taxation of Cryptocurrency and NFT Transactions
Accepting Virtual Currency as Payment, Multistate Treatment of NFT Sales
December 1, 2022 • CPE • CPE On-Demand, Download
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This course will provide tax professionals and advisers guidance on the state taxation of virtual currency and nonfungible tokens (NFTs). The panel will discuss the state tax implications of selling cryptocurrency and NFTs, accepting virtual money as payment, the application of sales tax, and planni...
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Inflation Reduction Act: Clean Vehicle Credits, Energy Efficient Credits, Excise Tax on St...
December 1, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the income tax planning opportunities provided under the Inflation Reduction Act. Our panel of tax professionals will detail the new credits available, explain modifications and extensions of existing credits, and address planning opportunities for individuals and companies...
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Family Partnerships: Navigating the Discounting Rules for Family-Controlled Entities
Lack of Control, Lack of Marketability, and Minority Discounts
November 29, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide trust and estate advisers who work with high net worth individuals and partnerships with a thorough review of family-controlled entities and valuation discounts. The speakers will discuss the current landscape of family entity structures after Estate of Nancy H. Powell v. Co...
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Tax Consequences of Working Remotely Abroad: VISAs, Data Security, Permanent Establishment...
November 29, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will address the tax consequences of employees working overseas remotely. The panelist will outline work status and VISA considerations, address data security concerns, and recommend employer policies that all businesses should have in place. The panelist will point out proactive consid...
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Foreign Earned Income: Form 2555 Exclusion
Navigating Tax Treaties, Social Security Totalization Agreements
November 21, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and preparers with an in-depth review of complex income tax considerations related to Americans working abroad. The panel will explore eligibility, including the required tests to qualify for income and housing exclusions, preparation of Form 2555, Foreign Earne...
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Tangible Repair Regulations: Safe Harbors, Bonus Depreciation vs. Section 179, Expense Pol...
November 17, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will take a fresh look at the tangible property regulations (TPR), including the related safe harbors, partial dispositions, recommended expensing policies, and recent legislative changes to the initial rules. Our panel will provide case studies of common scenarios to provide insights o...
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Foreign Tax Credit Baskets: Categorizing Income, Maximizing the FTC, Allocating and Apport...
November 17, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will take an in-depth look at the categories of income reported on Form 1118 for the foreign tax credit. Our knowledgeable panel will explain how these baskets influence the ultimate calculation of the foreign tax credit, the allocation and apportionment of expenses by category, carryov...
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Nexus and Apportionment Issues: State and Local Taxes, Sales and Use Taxes, Market-Based S...
November 10, 2022 • CPE, EA • CPE On-Demand, Download
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This course will guide tax professionals on evolving state tax nexus and apportionment issues for multistate companies with a remote workforce, including new complexities caused by guidance issued in response to COVID-19 pandemic and thereafter. The panel will provide insight into multiple complianc...
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Sales Tax and the Internet of Things (IoT): Determining and Avoiding Sales and Use Tax
November 3, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will define the Internet of Things (IoT), when these products are subject to sales and use taxes, and how the Internet Freedom Act affects their taxation. Our panel of SALT professionals will offer recommendations for structuring transactions to circumvent these taxes.
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Basics of Foreign Inbound Reporting: Effectively Connected Income, FDAP, U.S. Withholding...
November 1, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will break down the terminology, filing requirements, and withholding rules for foreign inbound transactions for tax practitioners working with multinational individuals and businesses. Our panel of knowledgeable foreign tax experts will discuss effectively connected income (ECI), fixed...
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Preparing Form 1120-F for Foreign Corporations: 2021 Revisions, ECI, Protective Claims, an...
October 24, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide a practical explanation of completing Form 1120-F, U.S. Income Tax Return of a Foreign Corporation. Our experts will explain how to properly prepare this onerous form, including who is required to file, filing protective returns, and issues for consideration with respect to...
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QTIP Elections: How and When to Make QTIP, Partial, Clayton, and Reverse Elections
October 19, 2022 • CPE, EA • CPE On-Demand, Download
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This course will review qualified terminable interest property (QTIP) elections, including the reverse, partial, Clayton, and the interplay of the QTIP election with the DSUE. Our trust and estate tax expert will explain how to utilize QTIP elections to maximize taxpayers' federal estate tax and GST...
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Partnership Audit Adjustments Under the Centralized Audit Regime
Push-Out and Pull-In Adjustments, Audit Tips, and Forms 8978 and 8986
October 19, 2022 • CPE, EA • CPE On-Demand, Download
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This course will cover practical considerations for partners and advisers to partnerships operating under the new partnership audit regime. Our panel of experts will review the latest guidance, explain partnership audit adjustments, and recommend steps to implement this reporting regime.
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Multiple Points of Use: Applying for State Sales Tax Exemptions and Refunds
October 6, 2022 • CPE • CPE On-Demand, Download
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This webinar will explain what products and services qualify for multiple points of use (MPU) reporting in specific states. Our panel of state and local tax experts will discuss appropriate and beneficial sourcing methods, applying for exemptions of MPU purchases, and the process of receiving refund...
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International Private Client Issues for Non-U.S. Residents: Serving High Net Worth Foreign...
Foreign vs. Domestic Drop-Off Trusts, Working With Family Offices, Multi-Ju...
October 5, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide advisors with a practical guide to the planning opportunities and potential tax pitfalls in providing private client services (PCS) for high net worth nonresident clients with U.S. tax presence. The panel will go beyond the basics to detail intricate strategies for minimizin...
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Members as Employees of LLCs: Using Tiered LLCs, Separate S Corporations, and Leasing Comp...
October 4, 2022 • CPE, EA • CPE On-Demand, Download
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This course will discuss specific scenarios where LLC owners can be treated as employees for tax purposes. Our panel of flow-through taxation veterans will discuss structuring alternatives that permit members of an LLC to qualify for employee treatment, including the use of employee leasing arrangem...
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Avoiding Gift and Estate Audit Triggers: Anticipating Audit Issues, IDRs, and Appeals
September 28, 2022 • CPE, EA • Download
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This course will guide advisers filing gift and estate returns in understanding how to prepare for and handle IRS audits of Forms 706 and 709. The panel will also address issues to expect when appraisals are necessary, dealing with unreported gifts, and the current state of the IRS initiative in thi...
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