This webinar will provide tax professionals and advisers with a practical guide to the new partnership audit rules effective for audits of partnership taxable years beginning after December 31, 2017. The panel will go beyond the basics and discuss the centralized audit regime imposed by the Bipartis... Read More

Speakers:  Professor Bradley T. Borden, Professor of Law, Brooklyn Law School • Anthony L. Minervini, Senior Manager, Ernst & Young

This webinar will provide tax advisers and compliance professionals with a practical look at IRS guidance to calculating and reporting income and gain on cryptocurrency (e.g. Bitcoin, Coinbase) transactions. The panel will discuss the IRS' position on cryptocurrency as property rather than cash, ana... Read More

Speakers:  Michel R. Stein, Principal, Hochman Salkin Rettig Toscher & Perez • Steven Toscher, Principal, Hochman Salkin Rettig Toscher & Perez

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:  Stacy Finch, Vice President, International Compensation & Benefits, Marriott International • C. Edward Kennedy, Jr., CPA, JD, Managing Director, C. Edward Kennedy Jr.

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:  Suzy Lee, CPA, MST, Senior Tax Manager, Untracht Early • Stacy L. Palmer, CPA, MBA, MST, Principal, Untracht Early • Laura L. Ross, CPA, Partner, EisnerAmper

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

Speakers:  C. Edward Kennedy, Jr., CPA, JD, Managing Director, C. Edward Kennedy Jr. • Max Reed, LLB, BCL, Tax Lawyer, SKL Tax

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

Speakers:  Tim Cook, Partner, Wilder Coe • C. Edward Kennedy, Jr., CPA, JD, Managing Director, C. Edward Kennedy Jr.

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... Read More

Speakers:  Joseph P. Nicola, Jr., Tax Partner, Sisterson & Co. • Tricia Shultz, JD, CPA, Sisterson & Co.

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

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

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

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.

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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, The IRAeXchange • Kristen M. Lynch, Shareholder, Fowler White Burnett • Elizabeth Trebotich, Growth Equity Group

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

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

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

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

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

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

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

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

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.

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

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

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