| U.S.-U.K. Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S. Taxpayers 06/13/2017 |
Individual Tax 1040
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| Mastering Form 5472: New Filing Requirements for Foreign Individuals, LLCs, and Companies 05/24/2017 |
Individual Tax Foreign
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| Mastering Reporting of Publicly Traded Partnership and MLP K-1s on Partners' Returns 05/04/2017 |
Individual Tax 1040
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| Composite Returns and Nonresident Withholding for Pass-Through Entities: Navigating the Multistate Complexities 05/02/2017 |
Partnership Tax Forms
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| Correcting Capital Account Mistakes and Errors on Partnership Returns 04/25/2017 |
Partnership Tax Forms
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| Mastering Form 5471 for Interests in Foreign Entities: Determining Ownership Share and Correct Filing Status 02/22/2017 |
Individual Tax Foreign
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| FBAR Update: Mastering FinCen Form 114, New Deadlines, Extension, Penalty Resolution and Waiver Provisions 02/02/2017 |
Individual Tax Foreign
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| Mastering the Rules of S Corporation Shareholder-Employee Compensation 02/01/2017 |
S-Corporations
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| Form 8621 PFIC Reporting: Navigating the Highly Complex IRS Passive Foreign Investment Company Rules 01/05/2017 |
Individual Tax Foreign
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| Partnership Debt Allocations and New IRS Regulations: Prepare Now for Sweeping Changes to Minimize Tax Consequences 12/15/2016 |
Partnership Tax Planning
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| Distributable Net Income: Mastering Difficult DNI Calculations for Estates and Complex Trusts 12/08/2016 |
Tax Trust & Estates
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| Implementing New FASB Not-For-Profit Financial Statement Reporting Standards of ASU 2016-14 11/16/2016 |
Non-Profit/Exempt Organizations
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| US Partnerships With Foreign Partners: Navigating Withholding, Informational Reporting and Payment Requirements 11/16/2016 |
Partnership Tax Forms
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| Foreign Investment in U.S. Real Property: Tax Planning and Reporting Challenges 11/01/2016 |
Individual Tax Foreign
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| Opting Out of PFIC Tax-and-Interest Treatment: Making QEF Elections on Form 8621 Part II 10/20/2016 |
Individual Tax Foreign
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| Reporting UBTI and UBIT in Partnerships and S Corporations: Mastering K-1 Disclosures for Exempt Org Partners 09/29/2016 |
Partnership Tax Forms
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| Material Participation Rules for Trusts: Leveraging the Aragona Trust Holding to Minimize NIIT Impact 09/27/2016 |
Tax Trust & Estates
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| Broker-Dealer Audits: Identifying and Overcoming Costly Deficiencies in PCAOB Examinations and Avoiding Sanctions 09/21/2016 |
Audit & Attestation
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| U.K.-Based Retirement Accounts for U.S. Taxpayers: Mastering Reporting, Maximizing Planning Opportunities 09/07/2016 |
Individual Tax 1040
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| Form 5227 Reporting: Mastering Compliance With Charitable Split-Interest Trusts, NIIT Calculations, and More 08/18/2016 |
Tax Trust & Estates
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| Form 1116 Foreign Tax Credits for Individuals: Mastering Calculations, Using Carryovers and Maximizing Benefits 08/17/2016 |
Individual Tax Foreign
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| IRC Section 734 Adjustments: Applying the 754 Election to Distributions of Partnership Property 08/11/2016 |
Partnership Tax Planning
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| New Section 385 Regulations for S Corps: Protecting S Elections and Avoiding Debt Reclassification 08/03/2016 |
S-Corporations
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| Mastering Form 3520: Reporting Foreign Trust Activities on U.S. Income Tax Returns 07/14/2016 |
Individual Tax 1040
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| Reporting GRATS, GRUTS, ILITS and IDGTs on Form 709: GST Exemption Allocation Calculations and Strategies 07/13/2016 |
Tax Trust & Estates
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| Calculating Fiduciary Accounting Income for Trusts: Interpreting Operating Documents, Applying UPIA and State Law 06/21/2016 |
Tax Trust & Estates
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| Canadian RRSPs, RRIFs and Other Foreign Funded Retirement Plans: Tax Planning and Reporting for 402(b) Funded Plans 06/07/2016 |
Individual Tax 1040
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| Calculating S Corp Stock and Debt Basis: Avoiding Loss Limitations and Excess Distributions 05/26/2016 |
S-Corporations
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| U.S.-Foreign Social Security Totalization Agreements: Planning and Reporting Amid New IRS Scrutiny 04/27/2016 |
Individual Tax 1040
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| Major Program Determination in Uniform Guidance Audits Under the New Standard: Mastering the Four-Step Risk Model 03/02/2016 |
Non-Profit/Exempt Organizations
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| Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers 02/23/2016 |
Individual Tax 1040
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| UDFI for Exempt Organizations: Reporting Unrelated Debt-Financed Income on Form 990-T 02/03/2016 |
Non-Profit/Exempt Organizations
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| Advanced Multistate Taxation of Partnerships and Individual Partners 01/27/2016 |
Partnership Tax Forms
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| Navigating Foreign Activities Reporting Requirements for Exempt Organizations: Form 990 Sch. F, and Other Returns 01/06/2016 |
Non-Profit/Exempt Organizations
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| Pass-Through Liabilities and Federal Tax Treatment: Resolving Complex Issues With Liability Characterization 12/22/2015 |
Partnership Tax Planning
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| Ethics for Tax Return Preparers: Meeting Standards for Conduct Under Circular 230, the NATP and the AICPA 12/16/2015 |
Other CPE
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| Form 8865: Reporting Foreign Partnership Income 12/01/2015 |
Partnership Tax Forms
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| Mastering Yellow Book and Single Audit Workpaper Documentation: Preparing High-Quality GAGAS Working Papers 11/10/2015 |
Audit & Attestation
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| Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral 08/27/2015 |
Individual Tax 1040
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| Mastering Multi-State Taxation of S Corporations: State Variances in Recognition of S Elections and QSSS 08/13/2015 |
S-Corporations
|
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| Capital Account Challenges for Partnerships and LLCs: Tackling Calculations and Complex Operating Agreements 07/21/2015 |
Partnership Tax Forms
|
|
| Foreign Investment in U.S. Real Property: Tax and Reporting Challenges 07/21/2015 |
Individual Tax Foreign
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| Avoiding Tax Pitfalls in C-Corp to S-Corp Elections: Built-in-Gains, Earnings and Profits, Passive Income, and Other Issues 06/24/2015 |
Tax Corporate
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| Calculating Depreciation Recapture Under IRC 1245 and 1250: Minimizing Tax Through Transaction Planning 05/27/2015 |
Tax Corporate
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| Form 8903: Domestic Production Activities Deduction for Pass-Thrus and Other Business Entities 02/25/2015 |
Partnership Tax Forms
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| Partnership Tax Returns: High-Risk and Challenging Aspects 02/19/2015 |
Partnership Tax Planning
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| Pass-Through Entities and COD Income: Sheltering Solvent Entity Owners From Insolvent Entity Taxable COD Income 01/28/2015 |
Partnership Tax Forms
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| Basis Adjustments for Partnerships and LLCs: Compliance Challenges 12/17/2014 |
Partnership Tax Planning
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| Form 1120S Challenges for Tax Preparers 12/10/2014 |
S-Corporations
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| Recourse and Non-Recourse Debt for Partnerships 12/03/2014 |
Partnership Tax Planning
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| Form 8582: Passive Activity Reporting and Impact of 3.8% Medicare Tax 11/19/2014 |
Partnership Tax Forms
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| IC-DISC: Compliance Challenges in the Federal Tax Break for Exporters 10/21/2014 |
Foreign Business Tax
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| Final IRS Sect. 67(e) Regs for Estate and Trust Taxpayers: Applying the Required 2% Deduction Floor 10/15/2014 |
Tax Trust & Estates
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| IRC Sect. 704(b): Partnership Allocations 10/08/2014 |
Partnership Tax Planning
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| 3.8% Federal Net Investment Income Tax Challenges for Tax Professionals 09/18/2014 |
Individual Tax 1040
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| Partnership Basis and Distributions: Navigating Sections 731-737, 751(b) and 755 09/09/2014 |
Partnership Tax Planning
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| Foreign Trust Challenges for U.S. Tax Advisors: Navigating Fiduciary Accounting Income, Form 3520, FATCA 08/06/2014 |
Tax Trust & Estates
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| Passive Activity Loss Reporting: Strategies for Pass-Throughs and Impact of New NII Tax Regulations 05/20/2014 |
Partnership Tax Planning
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| Form 1041: Estate and Trust Tax Reporting 02/27/2014 |
Tax Trust & Estates
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| Form 1065 Reporting and Calculations for Partnership Terminations and Transfers of Interest 02/20/2014 |
Partnership Tax Forms
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| Filing Form 1040NR: Taxpayer Elections, Income and Deduction Computation, and Spouse/Dependent Treatment 01/22/2014 |
Individual Tax Foreign
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| Claiming the Section 41 R&D Credit After the PATH Act: Leveraging Small Business Provisions 12/01/2016 |
Tax Corporate
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| IC-DISC Strategies: Mastering the Complex Operational Challenges 11/10/2016 |
Foreign Business Tax
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| Forms W-8BEN and W-9 Compliance in Foreign and U.S. Business Transactions 05/12/2016 |
Foreign Business Tax
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