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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U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions
Calculating Current Tax, Revenue Procedure 2020-17, Detailing Informational Reporting
September 20, 2023 • 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/non-U.S. retirement accounts, including pensions, annuities, social security equivalents, and recent relief exempting specific trusts fr...
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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-Exempt Trusts, and R...
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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Auditing Construction Contractors: Avoiding Common GAAS and GAAP Deficiencies
September 19, 2023 • 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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Preparing Form 7203: Calculating S Corporation Shareholders' Stock and Debt Basis
Utilizing Prior Suspended Losses, Taxing Loan Repayments, Reconstructing Basis
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 911, Carrybacks
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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State Responses to New Section 174 Requirements for R&D: Conforming and Nonconforming Stat...
August 24, 2023 • 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 veteran will review the current federal requirement to capitalize R&D, states' responses to these changes, best practices for deduc...
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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 Entities and 25%-For...
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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Complex Tax Provisions in LLC Operating Agreements: Minimum Gain Chargeback, Waterfall All...
August 21, 2023 • CPE, EA • CPE On-Demand, Download
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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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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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Taxation of Equity Based Arrangements for LLCs: Capital and Profits Interest Transfers, Ap...
August 16, 2023 • CPE, EA • CPE On-Demand, Download
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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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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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State Throwback and Throwout Rules: "Nowhere" Income, PL 86-272, Tangible and Intangible S...
August 10, 2023 • 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 discus how the policy rational has been shifting in addition to providing some practical examples. Our panel of state and local tax professionals will discuss nexus, apportionment allocations, and...
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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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Utilizing ChatGPT and AI in Tax Practices: Automating Repetitive Tasks, Tax Research, Trai...
July 24, 2023 • 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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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 Followed by Stock Sa...
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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Tax Treatment of Airplane Purchases: Maximizing Deductions for Business Aircraft Expenditu...
July 13, 2023 • 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. While tax reform reduced or eliminated some deductions, others have increased significantly, leaving tax professionals and owners with much to consider....
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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 Disputes, Trust a...
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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Foreign Information Return Penalties After Farhy: Case Review and Updates, Penalty Abateme...
June 27, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will review the decision in Farhy v. Commissioner and detail the actions international tax practitioners need to take in light of this case. Our panel of prestigious tax attorneys, from the firm that represented Farhy, will explain how this decision impacts foreign information return re...
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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 Withholding and Composi...
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 Clients
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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Partnership Allocations for Real Estate Entities: Special Allocations, Section 704(b) DROs...
June 21, 2023 • 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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State Income Tax Treatment of Nonresident Trusts: Compliance Challenges and Planning Oppor...
Determining Residency, Allocating Income Between Trust and Beneficiary, Apportionment Ques...
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 Credits, and NOL Ca...
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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Partnership Losses in Excess of Basis: Preparing for the IRS' New Audit Campaign
June 20, 2023 • 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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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 and K-3 Report...
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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The Interplay of PL 86-272 and Economic Nexus
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Taxpayer Benefit
June 8, 2023 • 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 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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Composite Returns and Nonresident Withholding for Pass-Through Entities: Navigating the Mu...
Determining Whether to File Composite Returns, Dealing With Withholding Requirements
June 6, 2023 • 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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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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State Sales Tax on Drop Shipments: Navigating Various States' Rules on Registrations and E...
May 31, 2023 • 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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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 Indirect and Constr...
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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Calculating S Corp Stock and Debt Basis: Avoiding Loss Limitations and Excess Distribution...
May 16, 2023 • 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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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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Texas Franchise Tax: Sourcing Rules, COGS Calculations, Entity Issues, and Combined Report...
May 9, 2023 • 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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IRS High-Wealth Examinations: IRS Wealth Squad, Targeted Issues, Preparation, IDRs, Appeal...
May 4, 2023 • 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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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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Calculating Trust Accounting Income Under Uniform Principal and Income Act
May 3, 2023 • 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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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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State Pass-Through Entity Taxation Regimes: Analyzing Tax Consequences and Caveats of PTE...
April 27, 2023 • 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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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 Complex Schedule J
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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Preparing for Employee Retention Credit Audits: Claiming the ERC, Handling the Exam, Credi...
April 24, 2023 • 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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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 Unique Disclosu...
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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Transitioning R&D Expenses: Implementing New Section 174 Capitalization Requirements
Identifying Assets, Applying Rev Proc 2023-11 for Automatic Changes, Current IRS Audit Tre...
March 28, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss identifying Section 174 assets, the new capitalization requirements, qualifying for the automatic method change under Revenue Procedure 2023-11, and the current state of IRS R&D audits. Our notable panel will provide advice on transitioning to the new guidelines for busines...
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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, and More
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 Contingent Liabiliti...
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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California SALT Developments: PTE Election Eligibility, Interpretation of P.L. 86-272, Sal...
March 2, 2023 • 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 who may be liable for California income/franchise, sales and use, and/or other state and local taxes. Our presenters will explore the following topics: the California's current response to t...
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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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Planning for the Sunset of the Estate Tax Exclusion
Making Lifetime Gifts, Relying on Portability, Implementing Tried and True Strategies
February 22, 2023 • CPE, EA • CPE On-Demand, Download
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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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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 With Foreign Re...
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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Allocating Capital Gains to Distributable Net Income in Estates and Trusts: Achieving Opti...
February 16, 2023 • 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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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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State Taxation of Gross Receipts: Texas Franchise, Oregon CAT, Ohio CAT, Nevada Commerce,...
February 2, 2023 • 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 amendments, Ohio's CAT, along with other states as well as a few local gross receipts taxing regimes. The sp...
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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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Generation-Skipping Transfer Tax Reporting and Planning
Automatic Allocations, Opting-Out, Election Statements, Planning Techniques
February 1, 2023 • 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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Form 1040NR Nonresident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and Deductions, Under...
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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Preparing Schedules K-2 and K-3: New Domestic Filing Exception, 2022 Revisions, Reporting...
January 31, 2023 • 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 and...
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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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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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Applying Market-Based Sourcing Rules: Nowhere Sales, Double Taxation, and Minimizing SALT...
January 23, 2023 • CPE • CPE On-Demand, Download
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This webinar will go beyond explaining market-based sourcing rules. The panelist of SALT professionals will walk you through specific examples of the application of these rules in key states and varying industries. The panelist will point out how to handle nowhere sales, avoid double taxation, and d...
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Current Trends in State Income Tax: PTE Elections, Revenue Sourcing, PL 86-272, SaaS, NFTs...
January 10, 2023 • 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, changes to revenue sourcing, and recently added pass-thr...
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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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Advanced Multistate Taxation of Partnerships, Individual Partners, and SALT PTE Elections
Business vs. Nonbusiness Income Characterization, Reconciling Conflicting State Tax Treatm...
January 5, 2023 • 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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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 Calculations, and T...
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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Correcting Foreign Information Reporting Noncompliance: Voluntary Disclosure Programs
Navigating Penalty Abatement for Failure to File Forms 5471, 5472, FATCA, and FBAR
December 13, 2022 • CPE, EA • CPE On-Demand, Download
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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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Responding to Common IRS Notices: 90-Day Letters, First-Time Penalty Abatement, and Reason...
December 8, 2022 • 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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Classifying Foreign Entity Structures for U.S. Taxation: U.S. Reporting Requirements
Identifying Canada, Switzerland, the United Kingdom, and Other Countries' Common Entity Ty...
December 8, 2022 • CPE, EA • CPE On-Demand, Download
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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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Qualified Small Business Stock: Maximizing the Section 1202 Exclusion for Startup Investor...
December 7, 2022 • 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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Employee Benefit Plan Audit Peer Reviews
Preparing for Risk Assessment, Control Document Inspection, and Other Peer Reviewer Concer...
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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Complex Issues With Schedule K-2 and K-3 Reporting: Tiered Partnerships, GILTI HTE, FDII,...
December 6, 2022 • 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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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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Reviewing a Client's Estate Plan: Asset Disposition Under Wills and Trusts, Naming Fiducia...
November 30, 2022 • CPE, EA • CPE On-Demand, Download
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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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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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Performing Due Diligence for Mergers and Acquisitions: Assessing Risks and Earnings, Ident...
November 29, 2022 • 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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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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State Taxation on the Sale of Pass-Through Entity Interests
Sourcing Issues, Tiered Entities, Apportionment vs. Allocation, Residents vs. Nonresidents...
November 22, 2022 • 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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Tax Ethics: Best Practices for Ensuring Compliance With Circular 230 and Other Applicable...
November 22, 2022 • 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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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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Charitable Donations of LLC and Limited Partnership Interests to Nonprofits
Avoiding Negative Tax Consequences for Public Charities, Private Foundations, and Donor-Ad...
November 21, 2022 • CPE, EA • CPE On-Demand, Download
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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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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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Liquidation of S Corporations: Mastering Tax Implications of Liquidating Distributions
Case Study on Planning, Calculations, and Property Dispositions
November 16, 2022 • CPE, EA • CPE On-Demand, Download
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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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Current Developments in Estate and Gift Taxation: Rev Proc 2022-32 and Proposed Regulation...
Extension of Time to Elect Portability, Exceptions to Anti-Clawback Rules, Deducting Admin...
November 16, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will address the latest developments in gift and estate taxation, including the extension of time to elect portability, the proposed exceptions to the anti-clawback regulations, and other recent developments. Our panel of generational wealth experts will explain which estates are impact...
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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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Complex IRS Penalty Abatement Procedures for Failure-to-File, Failure-to-Pay, and Accuracy...
Mastering Procedural and Practical Ways to Obtain Penalty Abatement; Mitigating Harsh IRS...
November 3, 2022 • CPE, EA • CPE On-Demand, Download
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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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Roth IRAs: Conversions, Mega Back-Door, Tax Calculations, and Recent Legislation
November 3, 2022 • CPE, EA • CPE On-Demand, Download
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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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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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Gifting Strategies: Leveraging Your Clients' Gift Tax Exemption Now and Planning for 2026...
November 1, 2022 • 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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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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Loss Limitations Analysis: Basis, At-Risk, Passive, and NOLs
October 27, 2022 • 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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Top Recent State Corporate Income Tax Cases: Nexus, Business Income, Combined Reporting, a...
October 27, 2022 • 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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Section 469 Passive Activity Rules: Loss Limitations, Ordering Rules, and Utilizing Losses
Substantiating Material Participation, Calculating Carryforwards, Reporting Dispositions,...
October 25, 2022 • CPE, EA • CPE On-Demand, Download
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The 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 t...
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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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Self-Employment Tax and NIIT for LLCs and High Income Individuals
Minimizing Tax Through Activity Groupings, Self-Charged Interest, Blocker Corporations
October 20, 2022 • 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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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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Green Card Tax Implications: Revoking and Abandoning Green Cards, Preplanning for Green Ca...
October 18, 2022 • CPE, EA • CPE On-Demand, Download
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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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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-Jurisdictional In...
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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Form 8854 Exit Tax Calculations and Reporting and IRS Relief Procedures for Certain Former...
Determining Covered Expatriate Status Under Section 877A, Navigating the Mark-to-Market Ta...
October 4, 2022 • CPE, EA • CPE On-Demand, Download
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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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GILTI Reporting: Preparation of Forms 5471, 8992, 8993, 1118; Comprehensive Examples of Co...
September 20, 2022 • 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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Composite Return Issues for Pass-Through Entities and Nonresidents: Filing, Withholding, R...
September 1, 2022 • CPE • CPE On-Demand, Download
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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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Evaluating Trust Documents for Tax Consequences: Trust Types, Distribution and Termination...
August 31, 2022 • 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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Purchase Price Allocations in Real Estate Transactions: Categorizing Assets, Minimizing Ta...
August 25, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the key considerations when categorizing the purchase price of property by asset type. Our panel of income tax experts will review the types of gains, discuss methods for determining the fair market value of assets acquired or sold, and provide examples of purchase price al...
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Tax Complexities in the Sale of Partnerships and LLCs
Navigating Character and Holding Period of Gain/Loss, Basis, Varying Interest Rule, Instal...
August 24, 2022 • 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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Trusts as S Corporation Shareholders: Elections, Eligibility, and Avoiding Loss of Subchap...
QSSTs, ESBTs, Grantor Trusts, and Testamentary Trusts
August 23, 2022 • 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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Tax Considerations of Rental Properties: Maximizing Depreciation, 199A Eligibility, Electi...
August 18, 2022 • 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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Real Estate Professional Tax Status: Electing Aggregation, Meeting the Material Participat...
August 10, 2022 • 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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Form 5471 Categories of Filers: Determining the Proper Category and Filing Requirements
August 9, 2022 • 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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Final Section 1061 Carried Interest Regulations
July 21, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide fund managers and advisers with a practical guide to the challenges and planning opportunities found in the final regulations and the proposed tax changes to the carried interest rules.
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Intentionally Defective Grantor Trusts: Asset Transfer Planning Strategies and Form 1041 R...
July 13, 2022 • 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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International Cryptocurrency Tax Compliance Challenges: Information and Income Tax Reporti...
July 12, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the information and income tax reporting obligations for individuals and businesses owning cryptocurrency. Our panel of foreign tax veterans will discuss the diverse treatment of digital assets in the U.S. and abroad, provide insights and advice on meeting tax and disclosur...
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Real Estate Partnership Returns: Reviewing Form 1065, Schedule K-1, and Attachments to Avo...
July 6, 2022 • 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 changes to the 2021 form and schedules, common M-1 adjustments, properly reporting liabilities, key elections, and new cons...
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Trust Establishment and Termination: Avoiding Common Errors
Funding, Choosing a Trustee, Situs, Final Distributions, Excess Deductions on Termination,...
June 29, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will review the primary concerns of grantors, taxpayers, and trust and estate professionals when forming and terminating trusts. Our panel will discuss initial concerns, including trust situs, funding a trust, and selecting an appropriate trustee. Our experts will cover finalizing a tru...
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Reconciling GAAP Basis and Tax Basis in Partnership Income Tax Returns and K-1 Schedules
June 29, 2022 • 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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Form 8621 PFIC Reporting: Passive Foreign Investment Company Rules
Proposed and Final Regs, Subpart F Expansion, Dealing With Dual CFC/PFIC Status, QEF Elect...
June 14, 2022 • CPE, EA • CPE On-Demand, Download
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Strafford CPE Pass.
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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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Form 5471 Schedules J, P, H, E: Calculating and Reporting E&P and Foreign Tax Credits
June 7, 2022 • 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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Preparing Form 4797, Sales of Business Property: Minimizing Tax on Dispositions
Calculating Unrecaptured Section 1250 Gain, Section 1231 Lookback, Related Forms and Elect...
June 6, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will detail the steps needed to report various gains and losses on Form 4797, Sales of Business Property, with primary consideration given to minimizing the overall tax paid by taxpayers reporting dispositions. Our authoritative panel will explain reporting differences between specific...
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LLC/Partnership Formation Key Issues: Distribution Rights, Capital Contributions, Income a...
June 1, 2022 • 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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Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits and Form 8833
May 31, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers, professionals, and preparers with a solid overview and explanation of key income tax treaty provisions needed to determine whether their clients may take treaty-based return positions. The panel will discuss income tax treaties that exist between the U.S. and o...
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Calculating Depreciation Recapture Under IRC 1245 and 1250: Minimizing Tax Through Transac...
May 25, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide an in-depth explanation of depreciation recapture rules, focusing on the technical calculations and planning opportunities of the recapture provisions. The speakers will explore IRC 1245 and 1250, which set out the rules for recapture based on various types of assets.
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Foreign Tax Credits for Individuals: Form 1116 Changes, Final and Proposed Regulations
GILTI High-Tax Exception, Limitations and Calculations, Income Baskets, Carryovers
May 19, 2022 • 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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Disposing of a Foreign Disregarded Entity: Tax Challenges and Reporting Requirements
May 12, 2022 • CPE, EA • CPE On-Demand, Download
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This course will identify specific tax issues surrounding the sale of a foreign entity. Our panel of foreign tax veterans will explain steps that taxpayers can take to lessen the taxes paid when selling stock or assets held overseas, including critical elections. The panel will also review required,...
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Form 3520-A Line by Line: Preparing Owner and Beneficiary Statements, Avoiding Penalties,...
May 10, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will provide trust and international practitioners with a line-by-line explanation of the filing requirements and examples of filing Form 3520-A, Annual Information Return Foreign Trust With a U.S. Owner. Our panel of international tax veterans will offer advice for unfiled returns and...
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IRC Section 461(l) Business Loss Limitations: Preparing Form 461, Limitation on Business L...
May 10, 2022 • CPE, EA • CPE On-Demand, Download
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This course will explain how to calculate losses under new Section 461(l) and report these losses on Form 461. The panel will discuss what is and is not trade or business income, capital gains and losses to include in the calculation, calculating loss carryforwards, and completing Form 461 with need...
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Form 1065 Tax Basis Capital Methods
Transactional Approach, Handling Prior Year Noncompliance, Tracking Outside and Debt Basis
May 4, 2022 • CPE, EA • CPE On-Demand, Download
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This course will update 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 with the new reporting requirement in...
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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 CRUTs
May 4, 2022 • 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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Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indirect and Constr...
March 17, 2022 • CPE, EA • CPE On-Demand, Download
This program is included with the
Strafford CPE Pass.
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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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Critical Elections for Trust, Gift, and Estate Returns: Forms 1041, 709 and 706; GST, QTIP...
March 3, 2022 • 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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IRS New S Corporation Initiative: Losses in Excess of Basis, Taxable Distributions, Handli...
March 2, 2022 • 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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Partners and Shareholders Reimbursed and Unreimbursed Expenses: Accountable Plans, Schedul...
March 1, 2022 • CPE, EA • CPE On-Demand, Download
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This webinar will explain when a partner is eligible to deduct expenses paid personally on an individual income tax return, review the latest rules concerning the deductibility of common business expenses--including travel, meals, and in-home office--and examine critical differences in deducting exp...
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Reporting Partnership K-1s on Form 1040: Tax Basis Capital, Built-In Gains, and Step-Ups
February 17, 2022 • 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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DOL Health and Welfare Plan Audit Response and Protection: Reducing Risk Exposure to Avoid...
February 15, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide employee benefits accounting and tax professionals with a thorough and practical guide to preparing responses for a Department of Labor (DOL) investigative audit of a company's health and welfare plan. The panel will discuss required documentation and procedures for submitta...
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S Corporation Shareholder-Employee Compensation: The Reasonable Compensation Standards
February 2, 2022 • 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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Forms W-8BEN and W-8BEN-E Required Updates: IRC Section 1446(f) Withholding, Claiming Trea...
February 1, 2022 • 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 new reporting requirement and an explanation of the underlying tax legislation necessitating these substantia...
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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 Income
January 25, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a thorough and practical guide into 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 tre...
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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 Indirect and Constr...
January 11, 2022 • CPE, EA • CPE On-Demand, Download
This program is included with the
Strafford CPE Pass.
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Strafford CPE+ Pass.
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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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Allocating Capital Gains to Distributable Net Income in Estates and Trusts: Achieving Opti...
January 4, 2022 • 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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Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
December 14, 2021 • CPE • CPE On-Demand, Download
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This webinar will provide corporate tax professionals and advisers with a detailed exploration of the critical sales and use, real estate transfer, and other transaction taxes arising from a merger and acquisition event. The panel will explore specific challenges that arise with transaction taxes du...
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Key Tax Provisions in LLC Operating Agreements: Interpreting Special Allocation, Safe Harb...
December 14, 2021 • CPE, EA • CPE On-Demand, Download
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Strafford CPE Pass.
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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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Canada and Mexico Income Tax Treaties: Contrasting and Analyzing Two Typical U.S. Treaties
December 14, 2021 • CPE, EA • CPE On-Demand, Download
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This webinar will provide background on treaty provisions, then review the Mexico-United States and Canada-United States income tax treaties in detail. The treaties are juxtaposed, allowing advisers to grasp standard components of modern and dated U.S. income tax treaties with other countries.
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Trusts and Situs After Kaestner: Establishing Domicile, Relocating a Trust, and Taxing Ben...
December 8, 2021 • CPE, EA • CPE On-Demand, Download
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This course will provide professionals who advise and prepare returns for trusts with updated information on trusts' situs in light of the Kaestner decision. Our experts will cover the criteria states use to tax trusts and trust beneficiaries, steps to relocate a trust, and when best to do so.
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Section 704(c) Capital Account Book-Ups: Revaluation of Partnership Assets
Triggering Events for Revaluations, Effects of Revaluations on Allocations of Tax Items
November 30, 2021 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to the complexities of capital account revaluations or "book-ups" under Section 704. The panel will detail the circumstances and events under which a partnership may revalue its property to FMV to adjust the capital accounts of its members...
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Section 988 Foreign Currency Gains and Losses: Identifying and Reporting Transactions, Ele...
November 23, 2021 • CPE, EA • CPE On-Demand, Download
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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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Relief for Late S Corporation Elections: Revenue Procedure 2013-30, Reasonable Cause, and...
November 2, 2021 • 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. Our panel of S corporation experts will explain how to file a late S election, eligibility for filing a late election, and LLCs electing...
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Form 990 Schedule A: Protecting Public Charity Status, IRC 509 Public Support Test Calcula...
October 21, 2021 • 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 the Form 990 Exempt Organization Information Return.
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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 Disallowance,...
October 18, 2021 • 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 pr...
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Foreign Branches, QBUs, and Disregarded Entities: Foreign Tax Credits, Anti-Hybrid Rules,...
September 21, 2021 • 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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FATCA Reporting: Filing Form 8938 for Taxpayers With Foreign Assets, Integrating Latest IR...
September 15, 2021 • 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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Form 926 Reporting Transfers to Foreign Corporations: Avoiding Harsh Penalties
Ensuring Consistency Between FATCA, FBAR, Form 5471 and Other Foreign Asset Forms
August 17, 2021 • 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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Income Tax Consequences of Funding a Bequest: Specific, Pecuniary, and Residuary Distribut...
August 11, 2021 • CPE, EA • CPE On-Demand, Download
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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 5471: Preparing Schedule C Income Statement and Schedule F Balance Sheet
Overcoming Challenges With Functional Currency, U.S. GAAP Presentation, and Translation Ad...
August 5, 2021 • CPE, EA • CPE On-Demand, Download
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This course will provide practical steps for meeting the requirements of Form 5471 Schedules C and F, the income statement, and balance sheet for tax preparers. Our panel will provide insights into meeting the IRS requirements for including these statements, including reporting these in functional c...
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Preparing Form 1041: Post Mortem Tax Saving Strategies
July 22, 2021 • 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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Foreign Asset Information Reporting Requirements: Filing Thresholds, Reconciling Forms, En...
Fundamentals of Offshore Ownership Disclosures: FATCA, FBAR, Business Holdings on Forms 54...
June 30, 2021 • 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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Determining Basis for Partners and Shareholders: AAA vs. Capital Accounts, Debt-Financed L...
June 28, 2021 • 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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U.S. Partnerships With Foreign Partners: Navigating Withholding, Informational Reporting,...
Determining ECI, FDAP, FIRPTA Income Classifications, Treaty Benefits, Basis Adjustments a...
June 15, 2021 • 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 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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Tax Considerations for Foreign Rental Property: Holding Structures, Reporting Rental Incom...
February 23, 2021 • 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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Installment Sales Reporting Under Section 453: Avoiding Pitfalls
Contingent, Related Party, Depreciation Recapture, and Large Installment Sales
February 18, 2021 • CPE, EA • CPE On-Demand, Download
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This course will address the various tax issues surrounding use of the installment sales method of reporting ("installment method") on the sale of property. Unique scenarios affecting use of the installment method will also be discussed, including contingent payments, depreciation recapture, sales b...
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Performing Multistate Nexus Reviews: Assessing Sales, Income, and Other Tax Exposure
February 3, 2021 • 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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Foreign Investment in U.S. Real Estate: Reporting and Avoiding Withholding, Holding Struct...
February 3, 2021 • CPE, EA • CPE On-Demand, Download
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This course will explain the complexities of taxation and withholding on foreign investment in U.S. real property. Our panel of multinational tax veterans will focus on strategies to minimize taxation of these properties--whether held individually or through an entity--for tax practitioners working...
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Tax Aspects of Gifting a Home: Basis, Part-Sale Part-Gift Transfers, Installment Notes, an...
February 2, 2021 • 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 of tax experts will discuss methods of transfer, capital gains issues, installment notes, related party rents, and how to devise the best tax outcomes for...
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Deducting Trust and Estate Charitable Donations: Trust Provisions and Wills, Recent Court...
December 8, 2020 • CPE, EA • CPE On-Demand, Download
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This course will discuss the hurdles to deduct charitable contributions on estate and trust returns. Our panel of trust and estate experts will detail the considerations surrounding these deductions, including examining the relative provisions in the trust documents and wills, contributing appreciat...
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U.S.-Australian Dual Taxation Issues: Superannuation Funds and the U.S.-Australia Income a...
December 3, 2020 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers filing returns for clients taxed in both Australia and the U.S. with an explanation of reporting requirements and tax obligations in both countries. The panel will discuss treaty provisions, relief from dual taxation, residency determinations, and how to mitigat...
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Calculating Trust Fiduciary Accounting Income: Interpreting Operating Documents, Applying...
Reconciling FAI to DNI and Trust Taxable Income, Avoiding Tax and Beneficiary Challenges
November 12, 2020 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers and compliance professionals with a comprehensive guide to navigating the complexities of calculating fiduciary accounting income (FAI) for trusts and estates. The panel will detail how to interpret essential trust and estate provisions to apply to FAI calculati...
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IRC 163(j) Business Interest Deduction Limitation Rules and How to Avoid Them
Investment Assets, Small Businesses, and Real Property
October 22, 2020 • 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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State Tax Strategies for Athletes and Entertainers: Residency and SALT Deduction Limitatio...
June 18, 2020 • CPE • CPE On-Demand, Download
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This course will discuss how performers are taxed in varying states, mitigating the impact of state taxes, and the impact of tax reform on athletes and entertainers. Most individuals live and work in the same state and file a federal and a single state return. Professional athletes and entertainers...
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IRC Section 67(g) and Form 1041 Trust Deduction Rules: Fiduciary Fees, State and Local Tax...
June 4, 2020 • CPE, EA • CPE On-Demand, Download
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This course will provide fiduciary tax advisers and compliance professionals with a practical guide to the deduction structure for Form 1041 under the latest tax reform. The panel will outline the specific changes that tax reform makes to fiduciary deductions, detail the impact of income items taxab...
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Clergy Taxation: Housing Allowances, W-2 Reporting, Deason Rule, Gifts, and Social Securit...
May 19, 2020 • 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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U.S. Foreign Tax Reporting for Individuals: International Repatriation and Inclusion Provi...
Section 962 Election, GILTI Inclusions, Intangible and Passive Income Treatment
May 14, 2020 • CPE, EA • CPE On-Demand, Download
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Strafford CPE Pass.
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This course will provide tax advisers and compliance professionals with a practical guide to the impact of the 2017 tax reform on U.S taxpayers with foreign income and tax reporting obligations. The panel will examine the significant changes the law imposes on calculating and reporting taxable forei...
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Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion a...
Leveraging QSBS Code Provisions Including 1244 Ordinary Loss Treatment
February 4, 2020 • CPE, EA • CPE On-Demand, Download
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This course will offer tax advisers and professionals an exploration of IRC Section 1202 qualified small business stock (QSBS). The webinar will detail the gain exclusion rules of Section 1202 and will describe the types of business entities that are eligible QSBS companies. The panel will also disc...
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Trust Income Tax Reporting After Tax Reform: FAI and DNI Calculation, Impact of Tax Law Pr...
August 1, 2019 • CPE, EA • CPE On-Demand, Download
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This course will provide fiduciary tax advisers and compliance professionals with a critical first look at the practical impact of the tax reform law on trust and estate tax reporting. The panel will detail the specific changes the new law makes to fiduciary deductions, outline the way that distribu...
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Form 5471 for Interests in Foreign Entities After Tax Reform
New Schedules, Determining Ownership Share and Correct Filing Status
June 12, 2019 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to completing the new Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. The panel will detail the significant changes made to Form 5471 in light of the 2017 tax overhaul legislation. The webinar wi...
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New IRC Section 67(g) and Form 1041 Trust Deduction Rules Post-Tax Reform
Navigating Treatment of Fiduciary Fees, State and Local Taxes, and Other MIDs
June 4, 2019 • CPE, EA • CPE On-Demand, Download
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Strafford CPE Pass.
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This course will provide fiduciary tax advisers and compliance professionals with a practical guide to the deduction structure for Form 1041 under the latest tax reform. The panel will outline the specific changes that recent tax reform makes to fiduciary deductions, detail the impact of income item...
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Nonprofits and Exempt Organizations One Year After Tax Reform
New UBTI Calculations, Excise Tax on Excess Compensation, Individual and Business Changes...
February 13, 2019 • CPE, EA • CPE On-Demand, Download
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This course will provide advisers to tax-exempt organizations with a recap of the practical impact of the tax reform law on nonprofit entities. The panel will outline fundamental changes to UBTI/UBIT calculations and reporting, describe new compensation rules, and offer guidance on strategies to dea...
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Guaranteed Payments Under IRC 199A Regulations: Year-End Strategies to Maximize QBI Benefi...
Restructuring Section 707 Payments to Partners Through Priority Allocations, Using Lower T...
December 3, 2018 • CPE, EA • CPE On-Demand, Download
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This course will provide partnership tax advisers with a practical exploration of the impact of the Section 199A Qualified Business Income (QBI) deduction on the tax treatment of guaranteed payments to partners for services. The panel will discuss the default treatment of payments for services to a...
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New IRC Section 67(g) and Form 1041 Trust Deduction Rules Post-Tax Reform
Navigating Uncertain Treatment of Fiduciary Fees, State and Local Taxes, and Other MIDs
August 8, 2018 • CPE, EA • CPE On-Demand, Download
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Strafford CPE Pass.
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This course will provide fiduciary tax advisers and compliance professionals with a practical guide to the new deduction structure for Form 1041 under the new tax law. The panel will outline the specific changes the new law makes to fiduciary deductions, detail the impact of income items newly taxab...
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State and Local Tax Implications of Tax Reform
Impact on High-Tax States, SALT Deduction Cap, Deemed Repatriation and Other Conformity Is...
May 2, 2018 • CPE, EA • CPE On-Demand, Download
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This course will focus on the ripple effect of the new tax bill on state tax law. The panel will discuss the limitations and removal of specific state tax benefits within the new tax bill causing states to deviate from federal law to maintain or add benefits for individuals and businesses within sta...
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Deemed Repatriation of Deferred Foreign Earnings: Calculating Accumulated E&P and Transiti...
Determining U.S Shareholders, Cash vs. Non-Cash Positions, Netting Provisions, and Mechani...
February 21, 2018 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a practical guide to the deemed repatriation provisions of the new tax reform bill, with a focus on the specific compliance aspects of the requirement to recognize all post-1986 deferred foreign source income. The panel will go beyond the basics of what the...
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Tax Reform and U.S. Foreign Reporting for Individuals: New Cross-Border Repatriation and I...
Navigating Participation Exemption System, GILTI Inclusions, Intangible and Passive Income...
February 15, 2018 • CPE, EA • CPE On-Demand, Download
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Strafford CPE Pass.
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This course will provide tax advisers and compliance professionals with a critical first look at the practical impact of the new tax overhaul bill on U.S taxpayers with foreign income and tax reporting obligations. The panel will examine the major changes the new law imposes on calculating and repor...
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LLC and Partnership Purchases: Entity Interests vs. Asset Sales
Basis Adjustments, Elections, Tax Reporting, and Structuring in Light of New Partnership A...
November 28, 2017 • CPE, EA • CPE On-Demand, Download
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This course will provide partnership tax advisers with practical guidance on the tax ramifications of structuring the sale of a partnership or LLC entity as an asset sale vs. a sale of partnership interests. The panel will detail basis adjustments and available elections, describe the reporting and...
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Implementing New FASB Not-For-Profit Financial Statement Reporting Standards of ASU 2016-1...
Major Changes in Net Asset Classification, Liquidity and Expense Function Reporting, and U...
November 16, 2016 • CPE • CPE On-Demand, Download
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This course will provide advisers to nonprofit organizations with a practical guide to the new FASB reporting requirements. The panel will discuss the specific changes to various financial reporting requirements required by the new standard, including the reduction in the number of net asset classes...
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Material Participation Rules for Trusts: Leveraging the Aragona Trust Holding to Minimize...
Avoiding the Passive Activity Loss Rules for Trusts Through Strategic Planning
September 27, 2016 • CPE, EA • CPE On-Demand, Download
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This course will provide tax professionals with a deep dive into the determination of "material participation" (MP) as the concepts apply to trusts and estates in the application of passive activity rules. The panel will analyze the tax court's groundbreaking holding in Aragona Trust v. Comm'r and p...
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Form 5227 Reporting: Mastering Compliance With Charitable Split-Interest Trusts, NIIT Calc...
August 18, 2016 • CPE, EA • CPE On-Demand, Download
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Strafford All-Access Pass.
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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," as well as discuss UBTI and Chapter 42...
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New Section 385 Regulations for S Corps: Protecting S Elections and Avoiding Debt Reclassi...
Analyzing Related-Party Debt Instruments to Withstand IRS Challenge to S Corp Status
August 3, 2016 • CPE, EA • CPE On-Demand, Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This course will provide tax advisers with a critical first look into the impact of IRS proposed Section 385 regulations reclassifying certain related-party debt as equity will have specifically on S corporations and domestic entities. The panel will discuss the scope of the proposed regulations, ex...
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Reporting GRATS, GRUTS, ILITS and IDGTs on Form 709: GST Exemption Allocation Calculations...
July 13, 2016 • CPE, EA • CPE On-Demand, Download
This program is included with the
Strafford CPE Pass.
Click for more information.
This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
Click for more information.
This course will provide tax advisers with a thorough and comprehensive guide to the gift and generation skipping tax reporting challenges of allocating GST transfer taxes in circumstances involving the use of GRATs, IDGTs, ILITs and similar trusts. The panel will discuss how to allocate exemption a...
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