This CLE/CPE webinar will provide estate planners guidance on recent developments in trust, estate, and gift taxation and their impact on estate planning strategies. The panel will discuss the generation-skipping transfer tax and allocation of GST exemption, trust division to preserve asset basis an... Read More

This webinar will address primary tax and immigration considerations for U.S. taxpayers and UK residents considering relocating to Italy. Our panel of astute global taxation and immigration advisers from the U.S., UK, and Italy will discuss the relative taxes that come into play with such a move, ou... Read More

This course will discuss performing due diligence for state and local tax obligations for business purchases and sales. Our panel of income tax veterans will explain determining filing obligations in specific states, identifying unusual or unexpected state taxes, and how to protect both parties from... Read More

This CLE/CPE course will provide tax advisers with a practical guide to generation-skipping transfer (GST) taxation under current U.S. tax law. The panel will offer specific guidance on the mechanics of the GST, applicable tax rules, and reporting GSTs under various transfer scenarios. The panel wil... Read More

This CLE/CPE course will provide counsel and tax advisers with the tools necessary to navigate the rules regarding FBAR and available programs and planning methods in reporting offshore assets and assisting clients with developing programs that provide workable solutions. Read More

This course will guide advisers filing gift and estate returns in understanding how to prepare for and handle IRS audits of Forms 706 and 709. The panel will also address issues to expect when appraisals are necessary, dealing with unreported gifts, and the current state of the IRS initiative in thi... Read More

This CLE/CPE course will provide estate planners with a comprehensive guide to the estate and income tax planning issues specific to valuable artwork and collectible items within an estate portfolio. The panel will discuss the critical questions of verifying title, documenting valuation, and dealing... Read More

This CLE/CPE course will provide tax professionals with an in-depth analysis of key tax issues of equity rollover in mergers and acquisitions. The panel will discuss critical provisions and structuring considerations for equity rollovers in M&A transactions, tax-free mergers, holding company structu... Read More

This CLE/CPE webinar will provide tax professionals an in-depth analysis of the tax treatment of LLC liquidating distributions and key planning techniques for members and partners. The panel will discuss essential factors in determining the taxability of liquidating distributions of cash and propert... Read More

This CLE/CPE course will provide tax counsel and advisers with a thorough and practical guide to strategies for administrative challenges and defenses against international penalty assessments under the Administrative Procedure Act (APA). The panel will contrast the penalty structures between FBAR a... Read More

This webinar will cover 2025 tax legislation and its impact on individual income tax. Our federal tax expert will discuss the provisions in the One Big Beautiful Bill Act (OBBBA) and provide planning suggestions for taxpayers and their advisers. Read More

This CLE/CPE webinar will guide estate planners on overcoming the challenges of foreign trusts with U.S. beneficiaries in estate planning. The panel will discuss complex tax rules and reporting obligations, entity and residency classification rules, and qualifying nonresident alien (NRA) grantors as... Read More

This webinar will explain first-party and third-party special needs trusts (SNTs) for tax practitioners working with these trusts or working with clients who may benefit from an SNT. Our panel of seasoned trust experts will discuss the unique tax reporting obligations and planning considerations for... Read More

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... Read More

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... Read More

This webinar will outline the advantages and risks of making an IRC Section 83(b) election. Our panel of federal income taxation professionals will point out scenarios when the election is advantageous, the caveats of making the election that a service provider must consider, and review the steps fo... Read More

This webinar will analyze the recently released final regulations, Classification of Digital Content Transactions and Cloud Transactions, as well as the proposed regulations for determining the source of income from cloud arrangements. Our panel of astute international tax attorneys will explain the... Read More

This CLE/CPE course will provide tax professionals guidance on tax challenges in S corporation mergers and acquisitions and available tax planning techniques. The panel will discuss key legal and tax considerations for both buyers and sellers, the pros and cons of asset sales versus stock sales, qua... Read More

This course will provide tax advisers with an advanced guide to reporting loss limitations on Form 6198. The panel will have an in-depth discussion into the Section 465 rules and offer comprehensive and practical guidance on the complexities of maintaining at-risk amount schedules and carry-forwards... Read More

This CLE/CPE webinar will provide tax counsel and advisers a detailed analysis of key provisions of the One Big Beautiful Bill Act (OBBBA) impacting tax-exempt organizations and donors. The panel will discuss the endowment excise tax under Section 4968, excess compensation excise under Section 4960,... Read More

This CLE/CPE course will provide estate planning counsel who advise owners of private equity and hedge fund interests guidance on the estate planning opportunities and challenges in the transfer of such interests. The panel will discuss the impact of final carried interest regulations, establishing... Read More

This CLE/CPE webinar will provide guidance to counsel and advisers on the tax issues associated with stock-based compensation and cost-sharing arrangements. The panel will discuss key elements of Section 482 and the applicable Treasury regulations, the impact of the One Big Beautiful Bill Act (OBBBA... Read More

This CLE/CPE webinar will offer advisers and counsel a review of tax implications of the application of the U.S. golden parachute rules in mergers and acquisitions. The panel will discuss circumstances on when IRC Sections 280G and 4999 will apply, disqualified individuals, payments on a change of c... Read More

This CLE/CPE webinar will provide tax counsel and advisers an in-depth analysis of the tax planning and operational impacts of entity structures for technology companies and individuals owning controlling interests in these businesses. The panel will discuss the U.S. tax issues that arise in S corpo... Read More

This CLE/CPE webinar will provide trust and estates counsel guidance on applicable rules regarding charitable income tax deductions for trusts and estates under the One Big Beautiful Bill Act (OBBBA). The panel will discuss income tax charitable deductions under Sec. 642(c), new rules under the OBBB... Read More

This webinar will cover the fundamentals of generation-skipping transfer taxes (GSTT) for trust and estate professionals. Richard Ploss, a notable trust and estate attorney specializing in estate planning for high-net-worth individuals, will discuss identifying skip persons, outline defining GSTT tr... Read More

This CLE/CPE webinar will provide estate planners with an in-depth analysis of available estate planning techniques for international families in light of the One Big Beautiful Bill Act (OBBB). The panel will discuss legal challenges; the impact of new U.S. tax law changes; transfer tax planning; an... Read More

This course will cover practical considerations for partners and advisers to partnerships operating under the BBA partnership audit regime. Our panel of experts will review the latest guidance, explain partnership audit adjustments, and recommend steps to defend a client under the BBA audit regime. Read More

This webinar will explain how to meet the guidelines for qualified small business stock (QSBS) under Section 1202 following the passage of the One Big Beautiful Bill Act (OBBBA). Our panel of federal tax experts will discuss the new expanded rules, as well as eligible corporations, various sharehold... Read More

This webinar will examine the current state of IRS responses to international taxpayers' requests for penalty relief for late filing of foreign information returns. Our astute panel of international tax experts will review what constitutes reasonable cause, when first-time abatement applies, and wil... Read More

This webinar will highlight specific issues encountered in estate planning for real estate holdings. Our panel of senior commercial real estate experts will examine strategies for successfully transferring real estate and minimizing the tax impact of these transactions. Read More

This webinar will discuss the rules and documentation requirements for travel, meals, and entertainment deductions. Our panel of knowledgeable tax professionals will explain what constitutes deductible expenses, including the disallowance of and exceptions to the deductibility of employer-provided m... Read More

This CLE/CPE course will provide tax counsel and advisers with a critical look at sales of U.S. partnership interests by foreign partners under current tax law. The panel will discuss new and significant changes to international taxation relating to the disposition of U.S. partnership interests owne... Read More

This presentation will provide a comprehensive overview of sales tax issues unique to the construction contracting industry. Our panel of sales and use (S&U) tax experts will focus on real property construction contracts, including identifying key components of these agreements and ensuring proper s... Read More

This webinar will discuss the due diligence process for M&A involving CPA firms. Our panel of astute transaction advisers will cover the history and current trends in accounting firm M&A, critical succession planning considerations, deal structuring, and the tax implications of these arrangements. Read More

This webinar will review situations when partnership distributions create taxable income. The panelist will discuss distributions in excess of basis, disguised sales, and distributions of specific assets that result in taxable income to partners and members. Read More

This webinar will review the IRS due diligence requirements under Circular 230 and provide guidance on meeting the current criteria. Our panel of notable tax experts will discuss the requirements under Circular 230, address the internal processes necessary to meet these guidelines, and offer advice... Read More

This course will weigh the pros and cons of holding structure choices for foreign investments made by U.S. taxpayers. Our panel will explore the tax implications of entity choice and new considerations in light of the One Big Beautiful Bill Act (OBBBA). Read More

This webinar will discuss the common cyber threats to accounting practices and walk firms through the process of structuring a data security plan to safeguard client data and prevent data breaches. Read More

This webinar will analyze foreign tax provisions contained in the One Big Beautiful Bill Act (OBBBA). Our panel of veteran international tax attorneys will explain the new provisions, their ramifications, and planning opportunities for global taxpayers. Read More

This webinar will analyze the expansion of opportunity zone (OZ) investments under the One Big Beautiful Bill Act (OBBBA). Our panel of seasoned federal tax experts will discuss the new recognition schedule, meeting property and timing requirements, and provide examples of planning strategies to mit... Read More

This CLE/CPE webinar will provide trusts and estates counsel and advisers an in-depth analysis of critical issues and challenges of beneficiary designations in estate planning. The panel will discuss the legal and tax implications of beneficiary designations, key considerations in transferring proba... Read More

This webinar will review essential revenue rulings and other authoritative legislation that are frequently relied upon by trust and estate planning professionals. Our panel of experienced estate attorneys will discuss the nuances of notable guidance that has significantly shaped estate and income ta... Read More

This webinar will give a first-hand look at how the Internal Revenue Service selects tax returns for audit. Our IRS veteran will provide insights into the different levels of IRS examinations, appropriate responses, and how to avoid the expansion or escalation of an audit. Read More

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... Read More

This webinar will detail strategies to optimize contributions and earnings on investments in retirement plans. Our panel of knowledgeable investment advisers will discuss utilizing advanced qualified plan designs to increase contributions to retirement plans, review SECURE 2.0 guidelines for withdra... Read More

This webinar will address the preparation of the cash flow statement in accordance with FASB ASC 230 and offer practical advice to expedite its completion and properly report its components. Our panel of accounting professionals will provide comprehensive examples, illustrative cash flow statements,... Read More

This webinar will discuss how to identify taxpayers who can benefit from qualified charitable distributions (QCDs), qualifying charitable organizations, and the rules that must be satisfied for a distribution to qualify as a QCD. Our knowledgeable panelist will point out unique uses of QCDs that ben... Read More

This webinar will analyze the savings opportunities presented by the One Big Beautiful Bill Act (OBBBA) for domestic entities amortizing research and experimentation costs under Section 174. Our panel of knowledgeable tax professionals will review and weigh the new catch-up provisions and discuss th... Read More

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... Read More

This webinar will review state responses to the One Big Beautiful Bill Act (OBBBA) and its impact on state tax liability for businesses and individuals. Our panel of veteran multistate practitioners will discuss key provisions that affect state tax and provide insights to manage state income tax iss... Read More

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... Read More

This webinar will explore the scope and potential impact of the changes to the downward attribution rules and the new IRC Section 951B. Our panel of seasoned international tax practitioners will explain which U.S. shareholders and foreign corporations may be affected and how to prepare ahead of the... Read More

This webinar will discuss tax planning for S corporation investments and acquisitions, including the practical uses of F reorganizations in purchasing, selling, and restructuring S corporations. Our panel of taxation experts will walk you through examples and common scenarios, including pre-transact... Read More

This CLE/CPE webinar will provide tax advisers guidance on Puerto Rico residency tax benefits and incentives for individuals and businesses and navigating applicable tax rules and IRS examination for Puerto Rico Act 60 grantees. The panel will discuss the potential risks of IRS audits for individual... Read More

This webinar will discuss the IRS examination process. Our notable expert will identify the types of audits and IRS representatives and offer insights into handling the examination process, as well as appealing examination findings and petitioning the Tax Court when warranted. Read More

This webinar will discuss how recent changes under the One Big Beautiful Bill Act (OBBBA) impact trusts and estates. Our panel of notable trust and estate veterans will explore opportunities presented by the Act to minimize income tax and transfer taxes. Read More