Tax Reform: Impact on Corporate Tax Planning and Reporting
Corporate Tax Rule Changes, Benefits, Limitations and More
February 15, 2018 • CPE, EA • Download
This CLE/CPE course will offer counsel and tax professionals an overview of complex issues and considerations stemming from the new tax law. The panel will discuss the impact of new corporate tax rules and regulations, and provide guidance on available options leading to effective corporate tax comp...
Accounting For Income Tax: Beyond the Basics of ASC 740
Mastering the Complexities of Tax Provision Valuations and Schedules
July 28, 2015 • CPE, EA • Download
This course will provide corporate tax professionals and tax advisers with an intermediate level treatment of necessary calculations, allocations, and schedule preparation and maintenance for reporting a company's income tax provisions. Moving beyond the basic concepts of accounting for income tax,...
Managing Complex IRS Audits of Large- and Medium-Sized Business Taxpayers
Navigating Examination Processes, IRS Summonses, Section 982 Foreign-Based Documentation,...
February 18, 2015 • CLE, CPE, EA • Download
This course will provide guidance and best practices for responding to IRS audits of large- and medium-sized business taxpayers, including detailing IRS examination techniques, how to respond to and defend summons, navigating IRC Section 982 foreign-based documentation, and handling "unagreed" audit...
NOL Strategies for Federal and State Tax Reporting by Multi-State Companies
Mastering Federal Regs and Restrictions, Differing State NOL Matches, Carryback and Carryf...
September 24, 2013 • CPE • Download
This teleconference will provide tax professionals at multi-state companies with a current awareness briefing on treatment of NOLs in federal and individual state laws and regs. Our panel will also present a practical discussion on navigating associated complications that arise with state combined r...
Form 8903 Compliance
Challenges in Making Accurate Determinations and Calculations for the Domestic Production...
October 11, 2012 • CPE • Download
This teleconference will prepare corporate tax professionals to handle the most difficult aspects of calculating and claiming the Sect. 199 domestic production activities deduction on Form 8903.
Mastering Form 8937 and Section 6045B: An Ongoing Obligation
Complying With Reporting Requirements Arising From Activities Affecting Tax Basis of Secur...
July 12, 2012 • CPE • Download
This teleconference will give tax professionals and advisors a stronger grip on the calculation and reporting requirements associated with Form 8937 and the benefits of others' filings and reporting to date.
Revised Federal Forms 940, 941 and W-9 and Interactions With SUTA Forms
Unemployment and Employment Tax Update and Compliance Lessons
May 31, 2012 • CPE • Download
This teleconference will provide tax professionals with a review of the latest changes to forms and instructions for federal unemployment and employment taxes. The panel will explore the relationship between FUTA and state unemployment taxes, and relate experiences from recent filings of revised for...
Heightened IRS Scrutiny on Worker Misclassification and Tax Compliance
Preparing for Federal and State Information Sharing; Evaluating Risks and Benefits of the...
December 1, 2011 • CPE • Download
This teleconference will provide corporate tax executives with a framework to evaluate the potential risks and benefits of the information-sharing and enforcement cooperation between the IRS, Department of Labor and the states and outline best practices for worker classification and payroll tax comp...
Form 941: Compliance Challenges and Intensified IRS Audits
Avoiding Errors That Trigger Costly Penalties and Documenting a Solid Case for Examiners
September 27, 2011 • CPE • Download
This teleconference will help tax executives and advisors anticipate pitfalls and sharpen data-gathering, compliance and reporting with federal employment taxes and prepare for the next IRS audit focused on Form 941.
Bonus Depreciation: Making Informed Decisions About Upcoming Capital Investments
Mastering the Latest Guidance and Navigating the Complexities of the Qualifying Rules
August 9, 2011 • CPE • Download
This teleconference will explain the federal rules and guidance for 100% bonus depreciation, review the landscape of state matches or decouplings, and discuss potential tax advantages and pitfalls in upcoming corporate investment decisions.
Federal Consolidated Return Regulations for Corporate Taxpayers
Mastering Complex Rules and Guidance to Ensure Ongoing Compliance
May 19, 2011 • CLE, CPE • Download
This teleconference will prepare corporate tax professionals to comply fully with the federal consolidated return rules and provide a thorough update on recent statutory and regulatory changes. The panel will offer lessons based on filing experiences and outline best practices to ensure compliance n...
IRS Alternative Dispute Resolution Strategies
Evaluating and Leveraging ADR Options in Tax Disputes
March 24, 2011 • CLE, CPE • Download
This teleconference will prepare tax executives and advisors to utilize the IRS alternative dispute resolution (ADR) programs and to evaluate its potential to leverage a successful resolution of a disputed federal tax item from the taxpayer's perspective.
Tier I Audit Issues: Current IRS Priorities, Policies and Procedures
Preparing for the Latest IRS Approach to Examination and Enforcement
January 13, 2011 • CPE • Download
This teleconference will prepare U.S. corporate taxpayers and advisors for the procedural realities of IRS Tier I examinations based on recent audits, IRS staff involvement, and announced changes in Tier I issues.
Form 1099: Preparing for Significant New Reporting Demands
Meeting Challenges with Broader 1099-MISC Reporting, New 1099-K and Other Changes
December 16, 2010 • CPE • Download
This course will provide tax executives and advisors with a review of important changes in the federal Form 1099 program, including expansions in Form 1099-MISC filing, the new 1099-K, and the updated Form 1099-C.
U.S.-Canada Cross Border Corporate Tax Challenges
Planning and Compliance Strategies Given Latest Guidance and Regulation Changes
October 6, 2010 • CLE, CPE • Download
This CLE course will provide tax professionals with a review, by an experienced panel of Canadian tax advisors, of recent and emerging corporate tax developments for U.S. companies. The panel will outline areas where compliance and planning must be adjusted.
New HIRE Act Tax Breaks for Employers
Complying with the Qualification and Documentation Rules for Hiring Unemployed Workers
June 3, 2010 • CLE, CPE • Download
This CLE course will provide tax executives and advisors with guidance on meeting the HIRE Act tax incentive compliance and documentation requirements, weighing the HIRE Act benefits against those offered by Work Opportunity Tax Credits (WOTC), and working with other company departments to plan an a...
Reporting Uncertain Tax Positions: Implications of the New IRS Return Schedule
Preparing for New Transparency Demands and Managing Disclosure Risks
May 6, 2010 • CLE, CPE • Download
This CLE course will prepare corporate tax professionals to comply with coming IRS policy on reporting uncertain tax positions and give insights into how to calculate maximum tax liability and describe each reserved position. The panel will also explain the potential risks to previously protected wo...
Passive Foreign Investment Company Tax Regulations
Navigating Complex Tax Features of Foreign Investments Absent Clear IRS Guidance
April 8, 2010 • CLE, CPE • Download
This CLE course will update tax executives dealing with passive foreign investment companies on the material terms of applicable IRS regulations and guidance, how to deal with ambiguous areas of the regulations, and to navigate common tax planning and compliance challenges with PFICs.
Subpart F Rules on Taxation of Controlled Foreign Corporations
Navigating the Complexities in Tax Planning for Multinational Companies
March 9, 2010 • CLE, CPE • CLE On-Demand, Download
This CLE course will prepare counsel and advisors to multi-national companies to meet the requirements of the current Subpart F rules governing the taxation of controlled foreign corporations. The panel will review recent enforcement developments and discuss key tax planning strategies.
New Mexican Tax Reform: Cross Border Tax Ramifications
Planning and Compliance Strategies for Consolidated Group Recapture Items and Rate Increas...
February 4, 2010 • CLE, CPE • Download
This CLE course will update U.S. corporate tax professionals on the meaningful aspects of the latest Mexican tax reform legislation. The panel will provide the tools to ensure accurate compliance and minimize tax liability through effective planning.
Sect. 199 Domestic Production Activities Deduction
Managing Ongoing Compliance Challenges With the Key Federal Tax Incentive
September 17, 2009 • CPE • Download
This seminar will identify a discrete list of widespread, ongoing challenges involving claims for the federal Sect. 199 domestic production activities deduction. The panel of federal tax advisors will outline alternative approaches on more efficient compliance in those areas.
IRS Issue Tiering: New Audit Strategies for Corporate Taxpayers
Proactive Steps to Withstand IRS Scrutiny of Priority Issues and Target Industries
August 19, 2009 • CLE, CPE • Download
This seminar will review the terms of all three IRS issue tiers, discuss how audits involving each tier are now being conducted, and outline best practices to improve a company's audit planning under the tier system.
Revised Federal Forms 1120 and 1065: Meeting the New IRS Demands
Compliance Strategies for Obtaining and Reporting Detailed Ownership Information
August 12, 2009 • CLE, CPE • Download
This seminar will bring corporate tax staff and their advisors up to date on the new requirements for Form 1120 and Form 1065, review the compliance challenges facing businesses, and outline steps to fine tune compliance efforts.
Mastering the Revised Federal Schedule M-3
Identifying and Reporting Data for Full Compliance
July 22, 2009 • CLE, CPE • Download
This seminar will demystify the latest version of Schedule M-3 to guide tax staff in overcoming the challenges presented, and developing strategies to streamline and fine tune tax compliance.
New U.S.-Mexico Cross Border Corporate Tax Challenges
Planning and Compliance Strategies After the Latest Mexican Tax Reforms
June 3, 2009 • CPE • Download
This seminar will update U.S. corporate tax professionals with the latest developments in U.S.-Mexico cross-border tax compliance. The panel will provide the tools to ensure accurate compliance and minimize tax liability through effective planning.
Federal Research Tax Credit: Maximizing Your Company's Tax Savings
Tax Court's Union Carbide Decision Creates New Opportunities, New Limitations
May 26, 2009 • CLE, CPE • Download
This seminar will analyze the Tax Court's Union Carbide decision, particularly emphasizing its impact on businesses' processes for documenting and qualifying expenditures for the federal research tax credit. The panel will also explain and offer their perspectives on recent IRS guidance on the resea...
Cross Border Ownership Structures Under Heightened IRS Scrutiny
Mastering the Compliance Challenges of Forms 1120-F, 5471, 5472 and 926
April 29, 2009 • CPE • Download
This seminar will review recent changes to federal regulations and applicable IRS guidance for corporate tax executives and accounting advisors to ensure complete and accurate reporting of foreign ownership structures on forms 1120-F, 5471, 5472 and 926.
New U.S.–Canada Cross Border Corporate Tax Challenges
Planning and Compliance Strategies After New Laws and Regulations
March 18, 2009 • CLE, CPE
This seminar will present an experienced panel of U.S. and Canadian tax advisors discussing their insights and strategies to deal with recent and emerging corporate tax developments for companies operating on both sides of the border.