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Form 6198 At-Risk Limitations: IRC 465 Calculations, Grouping, Elections and Schedules
Identifying Loss Deferrals, Recapture Requirements; Tracking Carry-Forward Amounts
September 26, 2017 CPE, EA Download

This webinar 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-forward... Read More

Speakers:  Robert S. Barnett, Partner, Capell Barnett Matalon & Schoenfeld

Leveraging IRC 469 Real Estate Professional Rules for Individual Taxpayers: Avoiding Passi...
Identifying and Grouping Real Estate Rental Activities, Meeting Material Participation Thr...
September 6, 2017 CPE, EA Download

This webinar will provide tax advisers with a thorough and practical guide to navigating the real estate professional rules of IRC 469(c)(7). The panel will discuss the general passive loss limitation rules and exceptions for real estate activities, and will detail the material participation standar... Read More

Speakers:  Brian T. Lovett, CPA, JD, Partner, WithumSmith+Brown Scott Bartolf, CPA, Senior Tax Manager, WithumSmith+Brown John H. Skarbnik, Professor of Taxation, Fairleigh Dickinson University; Tax Counsel, McCusker Anselmi Rosen & Carvelli

Mastering 1099-B Reporting on Schedule D and Form 8949: Meeting Capital Gains Basis Report...
Basis Adjustments, Reconciling Multiple 1099-B Forms, Recognizing Wash Sales, Real Estate...
August 1, 2017 CPE, EA Download

This webinar will provide tax advisers with a comprehensive and practical guide to mastering the tax reporting of 1099 brokerage statements on Form 1040 Schedule D and Form 8949. The panel will go beyond the basics to offer an in-depth tutorial on making adjustments to reported asset basis and navig... Read More

Speakers:  Jolaine L. Hill, CPA, Director, Katz Sapper & Miller

Mastering U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions
Case Study on Calculating Current Tax, Identifying Recognition Traps From Phantom Income,...
July 6, 2017 CPE, EA Download

This webinar will provide tax advisers with a comprehensive guide to understanding the reporting requirements of U.S. taxpayers owning or receiving payments from foreign/non-U.S. retirement accounts, including pensions, annuities and social security equivalents. The panel will discuss how to calcula... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson James P. Klein, Senior Counsel, Pillsbury Winthrop Shaw Pittman Patricia Weisgerber, Esq., LL.M., M. Robinson & Co.

Offers in Compromise Strategies: Using OICs to Challenge Assessments and Request Reconside...
Filing Doubt-as-to-Liability Claims and Grounds for OICs Under Efficient Tax Administratio...
June 27, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to navigating the IRS offer-in-compromise (OIC) procedures, detailing the three types of OIC submittals available to taxpayers. The panel will focus on using the OIC program to preserve taxpayer r... Read More

Speakers:  Benjamin J. Peeler, J.D., CPA, LL.M., Partner, Eide Bailly A.J. Gross, CPA, EA, President and Founder, ALG Tax Solutions Howard S. Levy, Voorhees & Levy

U.S.-U.K. Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S. Tax...
Navigating Tax Treaties to Minimize Tax on Passive Income and Pass-Through Income
June 13, 2017 CPE, EA On-Demand

This webinar 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 the United Kingdom, as well as U.K. citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax la... Read More

Speakers:  Joshua Ashman, CPA, Partner, Expat Tax Professionals Stuart E. Horwich, Partner, D&H Global Tax Group Ephraim Moss, Esq., Partner, Expat Tax Professionals Jeffrey M. Rosenfeld, Esq., Blank Rome

NOL Treatment on Federal Corporate and Individual Tax Returns: Challenges for Preparers
Navigating Computation, Sect. 382 Limitation, Carryback/Carryforward and Other Rules
June 6, 2017 CPE, EA Download

This webinar will provide tax preparers with a thorough and practical guide to the reporting challenges and planning opportunities involved in net operating loss (NOL) calculation for individual and corporate federal tax returns. Read More

Speakers:  Amy Chapman, Senior Manager, KPMG John R. Dundon, II, EA, President, Taxpayer Advocacy Services Timothy M. Nichols, Esq., KPMG

Tax Reporting and Reconciliation of Hedge Fund and Other Alternative Investment Fund K-1s
Navigating Footnotes and Tying Information to the Tax Return
May 16, 2017 CPE, EA Download

This webinar will provide tax advisers and professionals with the tools needed to accurately reconcile complex Form K-1 for hedge funds and other alternative investments. Read More

Speakers:  Laura L. Ross, CPA, Partner, EisnerAmper Eliot Goldberg, CPA, MBA (Tax), Principal, WithumSmith+Brown Suzy Lee, CPA, MST, Senior Tax Manager, Untracht Early Stacy L. Palmer, CPA, MBA, MST, Senior Tax Manager, Untracht Early

Navigating the IRS Appeals Office Process: Achieving Settlement, Avoiding Litigation
Filing Formal Protests, Appealing Collection Actions, Requesting Collections Due Process H...
March 1, 2017 CPE, EA Download

This webinar will provide tax advisers and professionals with an advanced guide to navigating the IRS appeals processes. The panel will go beyond the basics to offer an in-depth guide to leveraging the appeals process to challenge not only assessments, but also collections proceedings. The webinar w... Read More

Speakers:  Mary I. Slonina, Director, PricewaterhouseCoopers Elizabeth Askey, Principal, PricewaterhouseCoopers

Mastering Reporting of Publicly Traded Partnership and MLP K-1s on Partners' Returns
Navigating MLP K-1 Footnotes and Tying Information to the 1040
January 18, 2017 CPE, EA On-Demand

This webinar will provide tax advisers and professionals with the tools and practical knowledge needed to accurately reconcile complex Schedule K-1s for publicly traded partnerships (PTPs) and master limited partnerships (MLPs), using sample K-1 information from complex Oil & Gas partnership footnot... Read More

Speakers:  James E. Marker, II, CPA, Tax Manager, Sisterson & Co. Joseph P. Nicola, Jr., Tax Partner, Sisterson & Co.

Self-Employment Tax and NIIT for LLCs and Higher Income Individuals: Navigating the Comple...
December 13, 2016 CPE, EA Download

This webinar will prepare CPAs and tax attorneys specializing in federal income taxes to structure and implement tax reduction strategies for self-employment tax and federal net investment income tax (NIIT) under IRS regulations. The webinar will also provide an update for recent developments, inclu... Read More

Speakers:  James R. Browne, Partner, Barnes & Thornburg Cameron Hess, Partner, Wagner Kirkman Blaine Klomparens & Youmans

Section 1341 "Claim of Right" Refunds: Calculating Tax Benefits, Avoiding Double Taxation...
November 10, 2016 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to claiming deductions or credits under the "claim of right" doctrine of Section 1341 of the Internal Revenue Code. The panelist will detail the requirements for evaluating and claiming tax benefi... Read More

Speakers:  Richard S. Lehman, Atty, United States Taxation and Immigration Law

Navigating Section 988 Foreign Currency Transaction Reporting Rules for Options, Straddles...
Utilizing Elections and Avoiding Traps in Foreign Currency Options, Section 1092 Contracts...
September 20, 2016 CPE, EA Download

This webinar will provide a comprehensive guide to reporting foreign currency transactions. The panel will outline the ground rules under IRC Section 988, and discuss scenarios where the taxpayer may elect out of ordinary income treatment. The panel will also give practical tools to navigating the... Read More

Speakers:  Armin Gray, Managing Partner, Gray Tolub Dr. Dean Smith, Partner, Cadesky Tax

U.K.-Based Retirement Accounts for U.S. Taxpayers: Mastering Reporting, Maximizing Plannin...
Utilizing Treaty Provisions to Achieve Optimal Tax Results While Complying With Foreign Re...
September 7, 2016 CPE, EA On-Demand

This webinar 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, U.K.-based retirement accounts such as the self-invested personal pensions (SIPPs) and other plans. The panel will discuss... Read More

Speakers:  Tim Cook, Partner, Wilder Coe C. Edward Kennedy, Jr., CPA, JD, Partner, GrossDukeNelson & Co.

Mastering New Section 409A and 457(f) Deferred Compensation Rules: Calculating and Reporti...
August 23, 2016 CPE, EA Download

This webinar will provide a comprehensive and practical guide to determining and reporting includible amounts from nonqualified deferred compensation plans under Sections 409A and 457(f). The panel will discuss the new IRS guidance on both sections, and offer complete and practical tools for identif... Read More

Speakers:  Alexander Clark, Partner, Norton Rose Fulbright US Barry L. Salkin, Of Counsel, The Wagner Law Group Allison Hoeinghaus, Senior Director, Alvarez & Marsal Taxand

Section 469 Passive Activity Loss Limitation Rules for Individual Taxpayers: Completing Fo...
Substantiating Material Participation, Calculating Carry-Forwards, Reporting Dispositions,...
August 10, 2016 CPE, EA Download

The webinar will provide tax advisers with a thorough and practical guide to navigating the passive activity loss (PAL) limitation rules, calculating PAL amounts and carry-forwards, and reporting the losses on Form 8582. The panel will discuss the separate calculations required for the form and desc... Read More

Speakers:  Jason Watson, EA, MBA, Managing Partner, Watson CPA Group Robert S. Barnett, Partner, Capell Barnett Matalon & Schoenfeld

Mastering Form 3520: Reporting Foreign Trust Activities on U.S. Income Tax Returns
July 14, 2016 CPE, EA On-Demand

This webinar will provide a deep exploration into IRS Form 3520, "Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts." The panel will detail the events and transactions that require reporting, discuss filing obligations for beneficiaries of foreign non-gran... Read More

Speakers:  Lawrence M. Lipoff, CPA, TEP, CEBS, Director, CohnReznick Dianne C. Mehany, Member, Caplin & Drysdale Morris N. Robinson, Esq., CPA, LL.M., Managing Director, M. Robinson & Co. Patricia Weisgerber, Esq., LL.M., M. Robinson & Co.

Canadian RRSPs, RRIFs and Other Foreign Funded Retirement Plans: Tax Planning and Reportin...
June 7, 2016 CPE, EA On-Demand

This webinar will provide tax advisers with a comprehensive guide into tax reporting requirements and planning opportunities for clients who take distributions from, or have ownership of, Canadian Registered Retirement Savings Plan (RRSP) accounts and other similar accounts in other countries. The p... Read More

Speakers:  C. Edward Kennedy, Jr., CPA, JD, Partner, GrossDukeNelson & Co. Max Reed, LLB, BCL, Tax Lawyer, SKL Tax Alison N. Dougherty, J.D., LL.M., Senior Manager, Aronson

U.S.-Foreign Social Security Totalization Agreements: Planning and Reporting Amid New IRS...
Avoiding Double Taxation, Maximizing Government Retirement Benefits, and Documenting Exemp...
April 27, 2016 CPE, EA On-Demand

This webinar will provide tax advisers with a comprehensive guide to navigating the complex area of social security totalization agreements. The panel will detail how totalization agreements operate, and how eligible taxpayers must report the foreign country's withholding to claim the exemption. The... Read More

Speakers:  Morris N. Robinson, Esq., CPA, LL.M., Managing Director, M. Robinson & Co. James P. Klein, Senior Counsel, Pillsbury Winthrop Shaw Pittman Patricia Weisgerber, Esq., LL.M., M. Robinson & Co.

Responding to Adverse IRS Audit Assessments: Audit Reconsideration Requests, IRS Appeals,...
March 1, 2016 CPE, EA On-Demand

This webinar will provide tax advisers and professionals with a discussion of IRS exam hotspots, and will outline practical strategies for responding to unfavorable IRS audit results including requesting audit reconsiderations, navigating the IRS Appeals Process, and the litigation options available... Read More

Speakers:  Christin M. Bucci, Esq., CPA, LL.M., Bucci Law Offices Dennis N. Brager, Esq., Brager Tax Law Group

Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Worker...
Navigating Tax Treaties, Social Security Totalization Agreements, and Other Complexities
February 23, 2016 CPE, EA On-Demand

This webinar 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 elections and procedures that may have significant income tax consequences for the worker and, in some cases, the sponsoring e... Read More

Speakers:  Paul W. Jones, CPA, Atty, Hale & Wood Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren Marc J. Strohl, CPA, Principal, Protax Consulting Services

Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion a...
Leveraging QSBS Code Provisions Including 1244 Ordinary Loss Treatment
August 27, 2015 CPE, EA On-Demand

This webinar 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 qualify as QSBS companies. The panel will also disc... Read More

Speakers:  Christopher A. Karachale, Senior Counsel, Hanson Bridgett LLP Raymond L. Leung, CPA, Managing Partner, Leung Louie Ip & Co. David Strong, Partner, Morrison & Foerster

Filing Final Income Tax Return for Deceased Person: Mastering Allocations, Understanding I...
August 12, 2015 CPE, EA Download

This webinar will give tax advisers and professionals detailed guidance on the specific issues arising from filing the final income tax return for a deceased taxpayer. The panel will discuss the role and requirements of a personal representative filing a return under Form 1310 authority, review the... Read More

Speakers:  Deborah Petrone, CPA, MTax, CGMA, Principal, Schlabig & Associates Linda L. Snelling, Principal, Sachs Sax Caplan David N. Kass, CPA, JD, Kass & Kass Tereina Walk, Atty, Sachs Sax Caplan

Mastering Charitable Contribution Deduction Rules and Completing Form 8283
Navigating Substantiation and Appraisal Requirements, Leveraging Carry-Forwards, and Avoid...
July 30, 2015 CPE, EA Download

This webinar will provide comprehensive guidance on the substantiation, valuation, timing rules and reporting of charitable contribution deductions. The panel will detail the language necessary to qualify as a valid acknowledgment under Section 170, and will discuss valuation and appraisal requireme... Read More

Speakers:  Thomas T. Brooks, CPA/ABV, ASA, Senior Manager - Valuation Services, Cherry Bekaert David C. Hogan, Managing Director, Ronald Blue & Co. CPAs and Consultants Joseph K. Beach, Esq., Merritt Watson

Self-Directed IRAs Under IRS Scrutiny: Successfully Clearing the Legal and Tax Minefield
Avoiding Valuation Errors, Prohibited Transactions, and UBTI; Protecting Tax-Deferred Stat...
March 18, 2015 CPE, EA Download

This webinar will provide tax advisors with necessary guidance to help individual clients navigate the very specialized legal and tax rules governing SDIRAs. The panel will review contribution and valuation issues, the rules against self-dealing, and tax implications of UBTI in SDIRAs. Read More

Speakers:  Warren L. Baker, JD, LLM, Co-founder, Fairview Law Group James A. Jones, Founder, Self-Directed IRA Investment Institute Kristen M. Lynch, Shareholder, Fowler White Burnett Elizabeth Trebotich, Growth Equity Group

Leveraging New IRS Rules Eliminating 36-Month Testing Period for Cancellation of Debt Inco...
Reporting COD Income and Filing 1099-C Under the IRS Proposed Rules
December 15, 2014 CLE, CPE, EA Download

This webinar will prepare tax attorneys and CPAs to offer their clients advice on filing federal tax returns and complying with IRS rules for reporting cancellation of debt (COD) income in compliance Sect. 6050P revised regulations for recognizing discharges of debt. Read More

Speakers:  Christopher A. Jones, Atty, Ballard Spahr Kathleen M. Lach, Partner, Arnstein & Lehr

3.8% Federal Net Investment Income Tax Challenges for Tax Professionals
Tackling Tax Compliance and Planning for High-Income Individuals and Pass-Through Entities
September 18, 2014 CLE, CPE, EA On-Demand

This webinar will address practical planning and compliance issues that taxpayers should anticipate arising from the 3.8% net investment income (NII) tax, given the likelihood for their drawing extra IRS attention. Read More

Speakers:  Jon P. Brose, Partner, Seward & Kissel Mitchell S. Fuerst, Managing Partner, Fuerst Ittleman David & Joseph, PL Patti S. Spencer, Atty, Spencer Law Firm

Tax Challenges With U.S.-Based Private Equity Fund Formation
Maximizing Benefits for Clients Given Diverse Investor Tax Objectives
June 17, 2014 CPE, EA Download

This webinar will provide tax advisors with a summary of basic fund prototypes, a comprehensive review of the principal U.S. tax objectives of the general partner and the fund manager, and explain the various categories of investors in a typical fund and location of fund. Read More

Speakers:  Joshua V. Azran, Owner, Azran Financial David Benz, Principal, Rothstein Kass

Form 8949 Capital Gains Reporting and Impact of 3.8% Medicare Tax
Mastering Complex Calculations and Information Gathering Amid Intensified IRS Scrutiny
December 10, 2013 CPE, EA Download

This webinar will provide tax return preparers with an understanding of difficult cost basis reporting issues and offer best practices for accurately completing Form 8949. Read More

Speakers:  David Schlein, Tax Partner, Lumsden & McCormick

Final IRS Repair Regulations: What You Need to Know Now
Tax Planning and Compliance After Substantial Changes to 263(a) Cost Capitalization Rules
November 7, 2013 CPE, EA Download

This webinar will provide corporate tax professionals and advisors with an in-depth analysis of the newly issued repair regulations and outline best practices for corporate compliance and planning opportunities. Read More

Speakers:  Christian Wood, Tax Senior Manager, Eide Bailly Leslie J. Schneider, Partner, Ivins Phillips & Barker David Strong, Director, Crowe Horwath

Leveraging IRS Recognition of Same-Sex Marriages for Income and Estate Tax Returns
Filing Current and Amending Past Year Federal Returns to Maximize Refunds and Reconciling...
October 30, 2013 CPE Download

This webinar will instruct practitioners on the opportunities available and key changes for tax reporting for same-sex couples due to IRS Rev. Ruling 2013-17. The panel will discuss the impact of the Supreme Court's DOMA decision and the IRS ruling. The panel will also offer best practices for prepa... Read More

Speakers:  David Wasserstrum, Principal, WeiserMazars Bruce Lev, Partner, WeiserMazars Anthony Delfiner, Partner, WeiserMazars

Filing and Amending Federal Tax Returns in Light of IRS Recognition of Same-Sex Marriages
Maximize Refunds and Reconciling With State Returns for Income and Estate Tax
October 30, 2013 CPE Download

This webinar will instruct practitioners on the opportunities available and key changes for tax reporting for same-sex couples due to IRS Rev. Ruling 2013-17. The panel will discuss the impact of the Supreme Court's DOMA decision and the IRS ruling. The panel will also offer best practices for prepa... Read More

Speakers:  David Wasserstrum, Principal, WeiserMazars Bruce Lev, Partner, WeiserMazars Anthony Delfiner, Partner, WeiserMazars

2013 Medicare Tax Increases: New Issues for Tax Return Preparers
Tackling the Net Investment Income Tax and Surtax on Wages and Self-Employment Income
January 22, 2013 CPE Download

This webinar will improve tax return preparers' familiarity with issues involving two new Medicare surcharge tax increases for high income earners effective Jan. 1, 2013. The panel will discuss the 3.8% Medicare surcharge on investment income and .9% Medicare surtax on wages and self-employment inco... Read More

Speakers:  Anne Bushman, Tax Services Manager, McGladrey Mary B. Hevener, Partner, Morgan Lewis & Bockius Stephen J. Bigge, CPA, Partner, Keebler & Associates

The Revised Debt-for-Equity Exchange Regulations: Compliance Challenges
Anticipating Issues in Valuations of Partnership Interests Received, Bad Debt Deductions,...
November 1, 2012 CPE Download

This teleconference will prepare advisors to deal with the most challenging aspects of the finalized Sect. 108(e)(8) regulations on partnership debt-for-equity exchanges. Read More

Speakers:  James Hamill, Tax Practice Director, Reynolds Hix & Co.

New Partnership Debt-for-Equity Exchange Regulations
Navigating Issues With COD Income, Gains and Losses, and Other Aspects of Sect. 108(e)(8)
February 2, 2012 CLE, CPE Download

This teleconference will provide advisors and taxpayers with a thorough review of the material terms and practical considerations involved with the finalized Sect. 108(e)(8) regulations on partnership debt-for-equity exchanges. Read More

Speakers:  Patrick McCurry, McDermott Will & Emery Yoram Keinan, Shareholder, Greenberg Traurig

GRATs and GRUTs: Evaluating Estate Planning Options
Latest Strategies to Maximize Returns and Minimize Tax in Trust Formation
October 7, 2009 CLE, CPE Download

This seminar will provide accounting firm advisors to high-net-worth clients with a current framework to evaluate tax compliance requirements in forming GRATs and GRUTs, and offer strategies for tax and investment planning using those trust structures. Read More

Speakers:  Richard Franklin, Partner, Pillsbury Winthrop Shaw Pittman Mark Parthemer, Principal and Fiduciary Counsel, and Regional Manager of Legacy Planning, Bessmer Trust

Estate Tax Planning Strategies for Wealthy Clients
Leveraging the Exemption While Anticipating Tax Increases
May 19, 2009 CLE, CPE Download

This seminar will provide a briefing on important developments in federal estate tax law, regulations and guidance and offer strategies to consider to maximize clients' estate tax exemptions. The panel will also discuss possible additional documentation and other unintended consequences from a large... Read More

Speakers:  Richard Franklin, Partner, Pillsbury Winthrop Shaw Pittman James Carolan, Vice President, Trust and Estate Advisor, Comerica Bank Wealth Management Gerald Hatfield, Partner, Fox Rothschild Gary Altman, Principal and Founder, Altman & Assoc. Thomas Hyde, Partner, Estates and Trusts Practice Group, Hodgson Russ