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Outsourcing Tax Return Preparation: Domestic vs. Offshore, IRC Section 7216, Client Consen...
June 5, 2024 CPE, EA Live Webinar
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 webinar will examine the pros and cons of outsourcing tax return preparation. Our experienced panel will cover the differences between domestic and offshore assignments, required and ethical disclosures, data security concerns, and other problematic issues. Read More

Overlooked Tax Breaks: Tax Saving Elections, Deductions, and Benefits
Investment Interest Election, Section 266, Bad Debt, MFS, Tax-Benefit Rule
June 12, 2024 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will analyze many opportunities to lower federal income tax that are often overlooked and misunderstood but that taxpayers and tax professionals should routinely consider. Our panel of federal tax veterans will provide explanations and examples for elections, deductions, and other tax p... Read More

Tax Considerations of Rental Properties: Maximizing Depreciation, 199A Eligibility, Electi...
June 18, 2024 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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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. Read More

Continuing Impact of Notable Tax Cases: Applying Landmark Tax Decisions to Current Tax Mat...
Cohan Rule, Duberstein v. Commissioner, Welch v. Helvering, Glenshaw Glass...
June 21, 2024 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will review several of the most influential tax cases of all time. Our panel of astute tax controversy attorneys will highlight the original decisions' pertinent aspects, review current rulings citing these cases, and explain how these decisions should and do apply to current tax matter... Read More

Real Estate 199A Aggregation and 469 Grouping Rules: Notice 2019-38, Real Estate and Safe...
June 26, 2024 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will discuss strategies for real estate professionals, agents, and investors. The release of final Section 199A regulations provided guidelines for the 20 percent QBI deduction and Notice 2019-38 provided a safe harbor that qualifies rental real estate to be treated as a trade or busines... Read More

Tax Treatment of Airplane Purchases: Withstanding New IRS Scrutiny of Personal Use, Maximi...
July 9, 2024 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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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. The panel will discuss the recent IRS initiative targeting the personal use of airplanes, the final regulations under Section 274(l) for transportation... Read More

Mindfulness for Tax Professionals: Principles of a Practice for CPAs, Achieving Health and...
Including a Live Guided Meditation
July 12, 2024 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will describe the basic principles of mindfulness and how tax professionals can use these to provide focus, efficiency, and a better state of being throughout the year. Our Mindful-CPA and coach will introduce CPAs and tax advisers to mindfulness and its application specifically to thei... Read More

Self-Employed Insurance Deduction: New IRS Form 7206, and Medical Reimbursement Plans
May 21, 2024 CPE, EA CPE On-Demand, Download
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This webinar will take a thorough look at the self-employed health insurance deduction. Our seasoned tax panelist will explain which plans and taxpayers qualify for the deduction, how to report the deduction in specific scenarios, including preparation of the new IRS Form 7206, and coupling insuranc... Read More

IRS High-Wealth Examinations: IRS Wealth Squad, Targeted Issues, Preparation, IDRs, Appeal...
May 15, 2024 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. Read More

Valuations and Appraisals: Tax Saving Opportunities for Estates, Businesses, and Individua...
May 8, 2024 CPE, EA CPE On-Demand, Download
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This webinar will analyze IRS requirements for valuations and appraisals. Our panel of financial analysts will compare scenarios in which appraisals are required with those in which they can bolster tax planning strategies for charitable contributions, business succession, and estate and gift tax. Read More

Securing Your Tax Business: Avoiding Litigation and Sanctions
May 1, 2024 CPE, EA CPE On-Demand, Download
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This webinar will cover critical policies and procedures that firms providing tax services must have in place to ensure compliance with the FTC and IRS guidelines, circumvent data security breaches, and avoid related sanctions. Our authoritative panel of veteran tax advisers will describe cybersecur... Read More

Preparing for Employee Retention Credit Audits: Withdrawing a Claim, Handling the Exam, Cr...
April 26, 2024 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... Read More

Tax Ethics: Best Practices for Ensuring Compliance With Circular 230 and Other Applicable...
April 19, 2024 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. Read More

Client Accounting and Advisory Services: Implementing and Monitoring Systems, Enhancing Qu...
March 27, 2024 CPE, EA CPE On-Demand, Download
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This webinar will equip accounting firms with the knowledge and tools to successfully provide client accounting and advisory services (CAAS). Our panel of CAAS experts will address the key elements of implementing and strengthening these services, including understanding client needs, developing spe... Read More

Reporting Partnership K-1s on Form 1040: Tax Basis Capital, Built-In Gains, and Step-Ups
March 22, 2024 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. Read More

Avoiding Worker Misclassifications: Current Guidelines, Governmental Challenges, Section 5...
Determining Employee vs. Independent Contractor Status
February 28, 2024 CPE, EA CPE On-Demand, Download
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This webinar will cover recent guidelines, cases, and considerations for classifying workers as employees or independent contractors. Our experienced tax controversy expert will explain how the government identifies misclassifications, how to avoid misclassification, and the costs of improperly repo... Read More

Clergy Taxation: Understanding the Unique Tax Aspects
February 21, 2024 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. Read More

Duty of Consistency Doctrine: Determining How to Resolve Past Errors and Withstand IRS Cha...
February 7, 2024 CPE, EA CPE On-Demand, Download
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This webinar will review the duty of consistency doctrine (DOCD) for tax professionals and advisers. Our veteran panel will walk through common scenarios encountered by tax preparers and explain acceptable resolutions for prior inconsistencies in these situations. The resolutions could include amend... Read More

IRA Distributions and RMDs: Minimizing Taxes and Meeting SECURE 2.0 Requirements
Avoiding Excise Tax and Early Withdrawal Penalties, Charitable Contribution...
January 29, 2024 CPE, EA CPE On-Demand, Download
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This webinar will review changes made to retirement account distributions and required minimum distributions (RMDs) by the SECURE Act. Our panel of notable financial planning experts will offer strategies to minimize tax on distributions from individual retirement plans, avoid penalties on early wit... Read More

Tax Reporting and Reconciliation of Hedge Fund and Other Alternative Investment Fund K-1s
Navigating Footnotes and Tying Information to the Tax Return
January 24, 2024 CPE, EA CPE On-Demand, Download
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This course 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

Tax Research Techniques: Internet Tools, AI Caveats, Methodology, Documentation and Commun...
January 22, 2024 CPE, EA CPE On-Demand, Download
This program is included with the Strafford CPE Pass. Click for more information.
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This course will enable new and seasoned tax professionals to perform tax research more efficiently. The presenters will identify reliable and accessible internet resources available to facilitate the performance of tax research. They will also explain the fundamentals of documenting a tax research... Read More

Responding to Common IRS Notices: 90-Day Letters, First-Time Penalty Abatement, and Reason...
January 17, 2024 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. Read More

Utilizing IRS' Online Resources: Enhanced Tax Pro Account Features, E-Services, Secure Mes...
Submitting Online Power of Attorneys, Requesting Transcripts, and Resolving...
January 10, 2024 CPE, EA CPE On-Demand, Download
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This webinar will explain the latest online options available to tax professionals at the IRS. Our panel of tax specialists will walk preparers through the registration process, submitting power of attorneys and requests for transcripts at the IRS site, and point out missteps to avoid to expedite th... Read More

Navigating the IRS Independent Office of Appeals: Achieving Favorable Settlements, Avoidin...
Filing Formal Protests, Appealing Collection Actions, Requesting Collection...
December 14, 2023 CPE, EA CPE On-Demand, Download
This program is included with the Strafford CPE Pass. Click for more information.
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This course will provide tax advisers and professionals with an advanced guide to navigating the IRS appeals process. 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 will... Read More

Tax Statutes of Limitations: Advising Taxpayers on the Assessment, Collection, and Refund...
November 27, 2023 CPE, EA CPE On-Demand, Download
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This webinar will review the three basis statutes of limitations for taxes: the IRS assessment statute expiration date (AESD), the refund statute expiration date (RSED), and the collection statute expiration date (CSED). Our federal income tax expert will explain the critical nature of each date and... Read More

Strategies to Optimize Social Security Benefits: Determining Retirement Age, Spousal Benef...
November 9, 2023 CPE, EA CPE On-Demand, Download
This program is included with the Strafford CPE Pass. Click for more information.
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This course will delve into effective approaches for maximizing Social Security benefits and comprehending the fundamental aspects of Medicare. This comprehensive session will feature two distinguished experts who will unravel the intricacies of Social Security and Medicare, offering invaluable advi... Read More

Employee Retention Credit: IRS Moratorium, Audits, and Withdrawing Claims
November 2, 2023 CPE, EA CPE On-Demand, Download
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will cover the Employee Retention Credit (ERC), including the expiring application deadline, the credits available, and the related IRS challenges. Our panel of federal income tax experts will highlight the multitude of changes made to the ERC for practitioners working with businesses e... Read More

Tax Issues Facing Homeowners' Associations: Forms 1120-H, 1120, 1120-C, and 990
October 26, 2023 CPE, EA CPE On-Demand, Download
This program is included with the Strafford CPE Pass. Click for more information.
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This course will provide welcomed tax advice for practitioners, board members, and owners participating in or advising homeowners' associations (HOAs). The panelist will help advisers understand the three filing considerations HOAs should consider annually, historical precedents relative to HOAs, an... Read More

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... Read More

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... Read More

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... Read More

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... Read More

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... Read More

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... Read More

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... Read More

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. Read More

Analyzing 1040s for Financial Planning Opportunities
Utilizing Demographics, Income, Schedules B, C, D, E, and A to Better Serve...
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... Read More

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. Read More

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... Read More

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. Read More

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. Read More

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... Read More

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. Read More

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... Read More

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... Read More

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. Read More

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... Read More

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... Read More

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. Read More

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... Read More

Choosing a Retirement Plan for the Self-Employed: Maximizing Contributions, Solo 401(k)s,...
January 26, 2023 CPE, EA Download
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This course will delve into the differences between different retirement plans, who is eligible to establish a plan, how plans can be combined to maximize savings, and the SECURE Act. Our retirement expert will provide a thorough explanation of the options available for businesses and self-employed... Read More

Tax Reporting of Cryptocurrency and Current Enforcement Trends
January 19, 2023 CPE, EA Download
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This course will provide tax advisers and tax compliance professionals with a practical look at IRS guidance on calculating and reporting gain on cryptocurrency-related transactions as well as current trends in tax reporting and enforcement. Read More

Responding to Adverse IRS Audit Assessments: Audit Reconsideration Requests, IRS Appeals,...
January 17, 2023 CPE, EA Download
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This course will provide tax advisers and professionals with a discussion of IRS exam hotspots. It 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

Related Party Notes and Transactions: Section 267, Imputed Interest, Disallowed Losses, an...
December 28, 2022 CPE, EA Download
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This course will examine the complexities of related party transactions for tax advisers working with closely held businesses and their owners. The panelist will explain when imputed interest is required, when it is recognized by the payor and payee, when loss deductions are disallowed versus deferr... Read More

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... Read More

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... Read More

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... Read More

Section 469 Passive Activity Rules: Loss Limitations, Ordering Rules, and Utilizing Losses
Substantiating Material Participation, Calculating Carryforwards, Reporting...
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... Read More

Self-Employment Tax and NIIT for LLCs and High Income Individuals
Minimizing Tax Through Activity Groupings, Self-Charged Interest, Blocker C...
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. Read More

Tax Strategies for Advising Retirees: Social Security Planning, Roth Conversions, QCDs, SE...
September 27, 2022 CPE, EA Download
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This course will guide tax advisers through tax-saving strategies for taxpayers approaching retirement age or who have already retired. The panelist will identify opportunities to minimize tax and maximize assets, as well as address recent and impending legislation affecting these taxpayers. Read More

Tax Strategies for Family Businesses: Paying Children, SE Insurance, Roths for Children, S...
September 22, 2022 CPE, EA Download
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This webinar will review unique planning strategies for family businesses. Our adept federal income tax panelist will provide insights into maximizing Social Security benefits, lowering payroll taxes, IRA contributions, transferring ownership interests, and making retirement contributions for family... Read More

Section 168(k) Bonus Depreciation Regulations: Claiming 100% First-Year Depreciation Deduc...
Identifying Qualified Property, Interplay with Section 179, Percentage Dedu...
September 20, 2022 CPE, EA Download
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This course will provide tax advisers and compliance professionals with a thorough and practical guide to the IRS regulations on bonus depreciation for new and used property. The panel will outline the bonus depreciation provisions, detail depreciation calculation methods, and discuss how to report... Read More

Tax Strategies in a Down Market: Roth Conversions, Tax Loss Harvesting, Gifting, Portfolio...
September 1, 2022 CPE, EA Download
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This course will outline specific tax and investment strategies advisers should consider in order to guide taxpayers during a bear market. Our panel of investment analysts will provide expert advice on Roth conversions, harvesting tax losses, rebalancing portfolios, and other strategies to take adva... Read More

Changing State Residency for Tax Purposes: Severing Ties, Establishing Domicile, Part-Year...
August 11, 2022 CPE 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... Read More

Vacation Homes: Tax Reporting, Rental vs. Personal Property, Maximizing Expenses, Conversi...
July 28, 2022 CPE, EA Download
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This course will give tax advisers a thorough look at the tax implications of buying and renting vacation properties. Understanding how to maximize deductions for vacation homes, selling strategies, and the impact of legislation on these properties can make them worthy investments. Our panel of expe... Read More

Blockchain Asset Tax Planning: Emerging Issues with Respect to Cryptocurrencies, NFTs, and...
Mining and Staking Awards, QSBS Treatment, IRAs, Wash Sales, Form 8949 and...
July 25, 2022 CPE, EA Download
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This course will review the current state of taxation of blockchain assets for entrepreneurs, founders, and venture capital investors. Our panel will discuss the latest IRS guidance and offer advice on planning opportunities with respect to the taxation of cryptocurrencies, NFTs, and other digital a... Read More

Self-Directed IRAs and Unusual Investments: Prohibited Transactions, RMDs, Valuation Issue...
July 21, 2022 CPE, EA Download
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This webinar will detail self-directed IRA (SDIRA) requirements, including allowable investments, required minimum distributions, valuation issues, and prohibited transactions. Our panel of federal tax experts will review relative court cases and PLRs and offer advice for correcting past IRA errors. Read More

Avoiding IRS Audit Red Flags: IRS' DIF Score, LB&I vs. Correspondence Exams, Statutes of L...
July 6, 2022 CPE, EA Download
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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

Maximizing the 199A Deduction: Increasing Assets and Wages, Separating and Aggregating Bus...
June 13, 2022 CPE, EA Download
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This course will provide advisers to businesses with strategies to increase the generous 20 percent QBI (qualified business income) deduction under 199A. The panel will cover tips to maximize W-2 income and assets when applicable, separating and aggregating businesses, and other planning tips. Read More

Tax Preparer Due Diligence Audits: Avoiding and Preparing for IRS Examinations, Acting on...
June 9, 2022 CPE, EA Download
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This webinar will explain steps tax preparers can take to ensure they meet the IRS' due diligence requirements for claiming taxpayer credits and benefits, including the American Opportunity Tax Credit, Earned Income Credit, Child Tax Credit, and Head of Household Filing status. Our panel of IRS exam... Read More

Tax Planning for Early Retirement: The Great Resignation
Planning for Early Distributions and IRS Notice 2022-6, Healthcare, Capital...
May 26, 2022 CPE, EA Download
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This webinar will provide tax-saving recommendations for tax professionals advising clients who are considering early retirement. Our retirement planning expert will provide advice for healthcare planning, minimizing investment and capital gains tax, key tax age thresholds, and meeting exceptions to... Read More

Private Placement Life Insurance: Avoiding Income and Transfer Tax for High Net Worth Taxp...
Meeting IRS Ownership, Diversification, and Insurance Guidelines
May 12, 2022 CPE, EA Download
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This webinar will explain private placement life insurance (PPLI), including structuring considerations, asset selection, and meeting IRS requirements for tax practitioners working with high net worth taxpayers. Read More

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... Read More

Form 6198 At-Risk Limitations: IRC 465 Calculations, Grouping, Elections, and Schedules
Identifying Loss Deferrals, Recapture Requirements; Tracking Carry-Forward...
April 20, 2022 CPE, EA Download
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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

Return Preparers Under IRS Scrutiny: Exercising Due Diligence, Badges of Fraud, Recent Cas...
February 10, 2022 CPE, EA Download
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This course will identify what actions could make a tax return preparer the target of an IRS investigation. Our authoritative panel will discuss situations that may result in fraud referrals and review current and notable cases against tax return preparers to provide steps tax professionals can take... Read More

Preparing Form 8606, Nondeductible IRAs: Reporting IRA Withdrawals and Roth Conversions, H...
February 3, 2022 CPE, EA Download
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This webinar will discuss filing Form 8606, Nondeductible IRAs, for annual nondeductible contributions, withdrawals, Roth conversions, and other scenarios. Our knowledgeable panelist will offer advice on handling unfiled prior-year forms and the tax reporting requirements for distributions to taxpay... Read More

Preparing 1099s: Avoiding Penalties, New 1099-K Threshold, Backup Withholding, Combined Fe...
Forms 1099-NEC, 1099-DIV, 1099-INT, 1099-K, 1099-MISC
January 13, 2022 CPE, EA Download
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This course will explain the reporting requirements for Forms series 1099 and guide tax advisers in streamlining compliance with these requirements to avoid penalties, errors in backup withholding, and missed filing obligations. In addition, our panel of federal tax reporting experts will offer tips... Read More

Tax Consequences of Legal Settlements: Analyzing Settlement Agreements, Types of Awards, a...
January 6, 2022 CPE, EA Download
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This course will explain how to determine whether proceeds from a legal settlement are taxable to a recipient and deductible by a payee. The panelist on the taxation of damage awards and payments will discuss how to analyze settlement agreements for tax consequences and relevant cases concerning the... Read More

Health Savings Accounts: Qualified Plans, Taxpayers, and Expenses; Reporting Distributions...
November 11, 2021 CPE, EA Download
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This course will explore the advantages of health savings accounts (HSAs), including plan and participant requirements, contributions and limits, and using an HSA to supplement retirement plans. Our panel of HSA experts will explain the overlooked opportunities these plans provide. Read More

Delinquent Taxpayers: Offers in Compromise and Installment Agreements, Obtaining the Best...
October 7, 2021 CPE, EA Download
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This course will explain the payment alternatives offered by the IRS that are available to taxpayers to help resolve IRS debt. Our panel of debt resolution experts will cover applying for installment agreements and offers in compromise (OICs) and discuss which taxpayers are the best candidates to es... Read More

Section 529 Plans: Front-Loaded Contributions, Beneficiary Changes, Form 1099-Q and Plan S...
September 29, 2021 CPE, EA Download
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This course will review the many decisions surrounding Section 529 plans from plan selection and qualifying beneficiaries through making qualified disbursements and reporting Form 1099-Q disbursements on the applicable taxpayer's tax return. Our authoritative panel will discuss beneficiary changes,... Read More

Tax Considerations of NQDC Plans: Meeting 409(A) Requirements, Remitting FICA, Vested With...
September 23, 2021 CPE, EA Download
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This course will discuss the complexities of non-qualified deferred compensation (NQDC) plans, including the timing and reporting of tax obligations for the employer and employee, meeting the requirements of IRC Section 409(A), and avoiding plan disqualification. Read More

New IRS Office of Promoter Investigations: Avoiding and Preparing for Examinations
Conservation Easements, Micro-Captive Insurance, and Other Abusive Schemes
August 26, 2021 CPE, EA Download
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This course will discuss the IRS' newly created Office of Promoter Investigation established to combat abusive tax avoidance transactions. Our panel of tax litigators will prepare tax professionals and taxpayers for these audits and offer steps that taxpayers can take to mitigate chances of selectio... Read More

Minimizing Capital Gains on Residence Sales: Sec 121 Ownership and Use Tests, Partial Excl...
August 19, 2021 CPE, EA Download
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This course will discuss ways to avoid and minimize capital gains tax on the sale of a residence. Our income tax expert will discuss partial exclusions, use and ownership tests, renting before and after living in a primary residence, and calculating and reporting the Section 121 exclusion. Read More

Maximizing the Office in Home Deduction: Eligibility, Actual vs. Simplified Method, Recapt...
July 15, 2021 CPE, EA Download
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This course will provide a comprehensive overview of the office in the home deduction. Our panel of individual income tax veterans will discuss the methods available, including deducting actual expenses and the simplified method, unusual office in home scenarios, and recent challenges to this valuab... Read More

Casualty Losses and Form 4684: Federal Disaster Relief, Section 1033 Involuntary Conversio...
Deducting California Wildfire Losses, COVID-19 Disaster Relief, Ponzi Schem...
June 29, 2021 CPE, EA Download
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This course will cover deducting casualty losses inside and outside of federally declared disaster areas. Our income tax veteran will describe common casualty loss scenarios, including California wildfire losses, eligibility for COVID-19 disaster loss relief, and Section 1033 involuntary conversions... Read More

QBI Forms 8995 and 8995A: Interpreting Evolving Guidance on SSTBs and the 20 Percent Deduc...
June 17, 2021 CPE, EA Download
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This course will provide needed guidance for tax advisers and professionals to calculate the qualified business income (QBI) deduction and complete Forms 8995 and 8995A for 2020. The panel will discuss the completion of the new forms, including the latest developments with QBI and specified service... Read More

High-Income Non-Filers: Handling IRS Examinations, Voluntary Disclosure Program, Criminal...
June 2, 2021 CPE, EA Download
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This course will discuss the IRS' recent campaign to bring high-income non-filers into compliance. Our panel of income tax experts will cover bringing these taxpayers into compliance, minimizing penalties and consequences of noncompliance, and handling the complexities of these IRS examinations. Read More

Form 8275 Disclosure Statements and Form 8886 Reportable Transactions: Divulging Transacti...
May 27, 2021 CPE, EA Download
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This course will explain when tax practitioners must or should file disclosure statements with a tax return. Our filing experts will provide examples of reportable transactions requiring disclosure and tax positions warranting disclosure statements for positions taken that could be considered contra... Read More

Strategic Planning for Schedule C: Paycheck Protection Forgiveness, QBI, SE Health Insuran...
April 26, 2021 CPE, EA Download
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This course will explore the tax issues of self-employed taxpayers. Our panel of small business experts will explain topics relative to self-employed taxpayers, including qualifying for PPP loan forgiveness, deducting office in the home, maximizing retirement plan contributions, and deducting self-e... Read More

Installment Sales Reporting Under Section 453: Avoiding Pitfalls
Contingent, Related Party, Depreciation Recapture, and Large Installment Sa...
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... Read More

Section 475(f) Mark-to-Market Elections: Meeting Trader Tax Status, Calculating Gains and...
February 11, 2021 CPE, EA Download
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This course will explain the benefits and caveats of making a Section 475(f) mark-to-market (MTM) election for practitioners working with traders. Our investment expert will discuss trader tax status (TTS), making and revoking the election, and why now might be the right time for these elections. Read More

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... Read More

Tolling Tax Statutes of Limitations: Collections, Refund Claims, IRS Audits, and the Right...
January 28, 2021 CPE, EA Download
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This course will explain the critical tax statutes of limitations relative to filing income tax returns, filing refund claims, and IRS debt collections. There are many times practitioners welcome the tolling of a statute. Our experts will explain what does and does not extend these statutes and basi... Read More

Avoiding Hobby Loss Classification: Meeting the Nine Factor Test, the 183(d) Safe Harbor,...
January 21, 2021 CPE, EA Download
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This course will discuss positioning businesses to satisfy the nine-factor criteria under Reg Sec 1.183-2(b) to avoid classification as a hobby. Our panel will discuss how the courts have historically interpreted and weighed these factors so tax professionals can identify potential hobby loss exposu... Read More

COVID Hardship Distribution Relief: Three-Year Delayed Taxation, Repayments, Plan Loans, a...
January 14, 2021 CPE, EA Download
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This course will explain the latest guidance on Section 2022 COVID relief for qualified retirement plans, including individual retirement accounts (IRAs), for tax professionals working with businesses and individuals participating in these plans. Our retirement expert will cover delaying taxation of... Read More

New Proposed Regs for Small Business Accounting Methods: Gross Receipts Test, Inventory, L...
December 8, 2020 CPE, EA Download
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This course will cover the proposed regulations issued in July 2020, addressing the simplified tax accounting rules for taxpayers having gross revenues under $26 million (indexed annually for inflation). The panel will discuss adopting the simplified methods related to the use of the cash method, th... Read More

Charitable Giving and the CARES Act: 100% AGI Limitation, Donating Appreciated Property
CLATs and GRATs, Taking Advantage of Low IRS Section 7520 Interest Rates
July 28, 2020 CPE, EA Download
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This course will discuss recent changes to charitable contributions and explain how to maximize tax savings by making charitable gifts. Our panel of tax experts will discuss donating appreciated property, utilizing the 100% AGI limitation, and establishing a charitable lead annuity trust (CLAT), as... Read More

Self-Employed Taxpayers: CARES Act and FFCRA Relief
Calculating PPP Loan Forgiveness, NOL Carrybacks, Family Leave Credits
June 30, 2020 CPE, EA Download
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This course will cover recent relief provided under the CARES Act and Families First Coronavirus Response Act (FFCRA) and its application to taxpayers filing Form Schedule C, Profit or Loss from Business. This program is for tax professionals advising and preparing returns for self-employed taxpayer... Read More

NOL Treatment on Federal Corporate and Individual Tax Returns: Challenges for Preparers
Changes Under the CARES Act, the Proposed 382 Regulations, Calculating the...
June 16, 2020 CPE, EA Download
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This course will provide tax preparers with a thorough and practical guide to the reporting challenges and planning opportunities involved in net operating loss (NOL) calculations for individual and corporate federal tax returns after the liberalization of NOL deductions under the CARES Act. Read More

Correcting Errors and Changing Accounting Methods: Missed Elections, Rescinding Elections,...
Section 9100 Relief, PLRs, Late S-Elections, and Forms 8275 and 8275-R
June 9, 2020 CPE, EA Download
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This course will explain the many ways to obtain relief for missed, late, or retrospective tax elections after tax reform. Our authoritative panel will cover the types of relief available, applying for relief, and when an adviser should include Form 8275 or 8275-R with a tax return. Read More

IRS Audits: Responding to IDRs, Independent Office of Appeals, Extending the Statute, and...
May 26, 2020 CPE, EA Download
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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 insights on handling IRS audits from inception to resolution, including responding to IDRs (information document requests), extending the statute, working with newly titled Independent Office of Appeals, and litigating unresolved issues. The panel will revi... Read More

Cybersecurity, the IRS, and Data Security Plans: Meeting FTC Requirements and IRS Guidelin...
May 12, 2020 CPE, EA Download
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This course will provide tax preparers and advisers with the knowledge needed to protect sensitive client data and their computer systems and comply with the new IRS data security requirements. Read More

SECURE Act: Addressing Significant Changes to Retirement Planning
RMDs, Qualified Charitable Distributions, Elimination of Stretch IRAs, Part...
April 28, 2020 CPE, EA Download
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This program is included with the Strafford All-Access Pass. Click for more information.

This course will explain the significant changes made by the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) to retirement and tax planning. The panel will discuss the changes made by the SECURE Act, including developing new planning strategies after its passage. Read More

1031 Exchanges: Identifying Property, Calculating Depreciation, Completing Form 8824, Tax...
February 18, 2020 CPE, EA Download
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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 an overview of Section 1031, like-kind exchanges, 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, understandin... Read More

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 program is included with the Strafford All-Access Pass. Click for more information.

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... Read More

Fundamentals of Capital Gains: Identifying Section 1231, 1245 and 1250 Gains, 0% Bracket a...
January 21, 2020 CPE, EA Download
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This program is included with the Strafford All-Access Pass. Click for more information.

This course will cover the more challenging areas of capital gains tax for new staff and experienced staff. Our panel will review depreciation recapture, the categories of capital gains, the investment interest election, and other troublesome areas of capital gains taxation with a focus on reducing... Read More

New Cryptocurrency Guidance: Identifying Units, Hardforks, and Airdrops
January 14, 2020 CPE, EA Download
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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 discuss recently released IRS Revenue Ruling 2019-24 and the updated FAQs regarding taxation of cryptocurrency. With only Revenue Ruling 2014-21 for guidance, practitioners and holders of virtual currency welcomed the release of updated guidance on the taxation of cryptocurrency. Ou... Read More

IRC 1400Z Qualified Opportunity Zones for Individual Investors: Tax Deferral and Reduction...
Claiming Capital Gains Tax Mitigation, Basis Step-Up on a Qualified Opportu...
December 19, 2019 CPE, EA Download
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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 practical guide to understanding the tax incentives made available to investors under Internal Revenue Code Section 1400Z-2. The panel will discuss the mechanics of Code Section 1400Z-2 and the proposed regulations issued in October 2018 and April 2019. W... Read More

Tax Research Techniques: Internet Sites and Tools, Methodology, Documentation and Communic...
December 17, 2019 CPE, EA Download
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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 enable new and seasoned tax professionals to perform tax research more efficiently. Our panel of experts will identify reliable and accessible internet tools and sites available to facilitate the preparation of returns and tax research. They will also explain the fundamentals of res... Read More

Advising Elderly Clients: Asset Preservation, LTC, Medical Costs, Trusts, and Critical Doc...
November 26, 2019 CPE, EA Download
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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 explain planning strategies to preserve a senior's accumulated wealth and steps that can be taken to address the challenges of aging. The panel will discuss preparing for long-term care and medical costs and the necessary documents that the elderly should have in place, including he... Read More

Filing Final Income Tax Return for Deceased Person: Mastering Allocations, Understanding I...
November 20, 2019 CPE, EA Download
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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 give tax advisers and professionals detailed guidance on the specific issues arising when 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 m... Read More

Savings and Tax Planning for College: 529 and Other Plans, Education Credits, and FAFSA St...
November 6, 2019 CPE, EA Download
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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 explain financial planning for college, including 529 plans, other savings plans, financial aid strategies, and education credits. The government provides benefits to lessen the burden of college expenses. Knowing how to take advantage of these benefits is imperative for practitione... Read More

Donor Advised Funds, Private Foundations, Gift Annuities, and Other Charitable Contributio...
Bunching to Maximize Tax Benefits, Gifting Strategies for High Net Worth In...
October 29, 2019 CPE, EA Download
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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 contrast and compare charitable gifting arrangements that enable high net worth individuals to donate substantial assets to charity and receive a tax deduction. It will address strategies, including donor advised funds (DAFs), private foundations, charitable gifting annuities, CLTS... Read More

Tax Implications of Divorce After Tax Reform: Alimony, Property Divisions, Divorce Modific...
August 22, 2019 CPE, EA Download
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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 explore planning opportunities for divorcees after tax reform. Most practitioners are aware of the dramatic changes to alimony. This significant change will impact other areas of divorce planning. Our panel of experts will discuss dividing property, separating retirement accounts, a... Read More

Income Tax Planning for High-Income Individuals: Defined Benefit and Other Plans, Tax Refo...
July 30, 2019 CPE, EA Download
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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 outline tax planning opportunities for taxpayers in the highest tax bracket. Tax reform brought new planning opportunities for high-income earners along with the new, slightly lower, 37% tax bracket. These strategies along with existing techniques can be implemented to lessen the ta... Read More

Delinquent Taxpayers: Avoiding Passport Revocations, Statutes of Limitations, OICs and Pen...
July 24, 2019 CPE, EA Download
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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 offer insights to tax practitioners advising taxpayers who cannot pay or are behind on their tax obligations to the IRS. Our panel of experts will explain penalty abatement and mitigation procedures, the applicable statutes of limitation, collection alternatives and the new offers i... Read More

Remedying Common IRA Contribution and Withdrawal Errors to Avoid IRS Penalties and Plan Di...
Excess Contributions, Prohibited Transactions, Forgotten RMDs, Form 5329 Pe...
June 20, 2019 CPE, EA 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 address the best steps tax practitioners and taxpayers can take to remedy the most frequent IRA contribution and withdrawal errors. IRA rules provide countless opportunities for missteps and taxpayers regularly stumble on these. Our panel will detail how to resolve the most common o... Read More

Minimizing Kiddie Tax After Tax Reform: Transferring Wealth Through Trusts, 529 Plans and...
June 10, 2019 CPE, EA Download
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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 address several ways to transfer wealth to children, and how children's earned and unearned income is taxed. Transferring wealth to children is often referred to as income-shifting. The panel will discuss various vehicles to transfer assets to the next generation, including custodia... Read More

Listed Transactions Reporting: Conservation Easements, Form 8886 and the IRS Audit Initiat...
May 28, 2019 CPE, EA Download
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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 update tax practitioners and taxpayers on the latest developments for reportable transactions. Reportable transactions include five types of transactions, most notably, listed transactions and transactions of interest (TOI). Accurately reporting these, and clients participating in t... Read More

Reporting Master Limited Partnership K-1s on Partners' Returns
Navigating Footnotes and Tying Information to the 1040
January 24, 2019 CPE, EA Download
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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 and professionals with tools and practical knowledge to reconcile complex Schedule K-1s for master limited partnerships (MLPs), using sample K-1 information from partnership footnotes and disclosures as a roadmap. The panel will offer guidance on how to translat... Read More

AMT Reduction Strategies After Tax Reform: Identifying AMT Risks and Planning to Avoid AMT
TCJA Changes to the AMT Regime, Credits and Carryforward Calculations, and...
January 10, 2019 CPE, EA 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 practical guide to calculating and reporting alternative minimum tax (AMT) for individuals, and planning strategies to minimize the impact of the AMT. The panel will discuss the changes to the AMT regime included in tax reform and detail specific steps to... Read More

Tax Reform One Year Later: Maximize Benefits and Minimize Burdens
Incorporating New Provisions and Regulatory Uncertainty in Year-End Tax Pla...
December 12, 2018 CPE, EA Download
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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 offer an in-depth evaluation of the "winners and losers" of the tax reform law, one year after its passage. The panel will offer planning tools to take advantage of the more advantageous terms in the bill and mitigate potential tax issues caused by some of the problematic provisions... Read More

SALT Deduction Limits Under Tax Reform: State Tax Planning Workarounds and Strategies
Employment Tax Credit Initiatives to Counter Federal Tax Increase Due to Lo...
November 20, 2018 CPE, EA 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 guide tax advisers to individuals and closely held businesses on how to mitigate the impact of the tax reform law limitation on the deductibility of state and local taxes on a taxpayer's federal income tax return. The panel will outline various states' actions to try to work around... Read More

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

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

Offers in Compromise Strategies: Using OICs to Challenge Assessments and Request Reconside...
Filing Doubt-as-to-Liability Claims and Grounds for OICs Under Efficient Ta...
June 27, 2017 CPE, EA Download
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This program is included with the Strafford CPE+ Pass. Click for more information.
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This course 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 ri... Read More

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

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

Mastering New Section 409A and 457(f) Deferred Compensation Rules: Calculating and Reporti...
August 23, 2016 CPE, EA Download
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This program is included with the Strafford CPE+ Pass. Click for more information.
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This course 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 identify... Read More