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

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

Self-Employed Insurance Deduction: New IRS Form 7206, Medical Reimbursement Plans, Qualify...
May 21, 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 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

Avoiding Worker Misclassifications: Current Guidelines, Governmental Challenges, Section 5...
Determining Employee vs. Independent Contractor Status
February 28, 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 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

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

Taxation of Fringe Benefits: Fringe Benefit Developments Including Remote Work, Autos, Mea...
September 20, 2023 CPE, EA CPE On-Demand, 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 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

Tax Strategies for Breweries: Leasing vs. Buying Kegs, Choice of Entity, R&D Credit, Excis...
July 6, 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 program is included with the Strafford All-Access Pass. Click for more information.

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

Net Operating Losses and Amended Returns: Maximizing Benefits of NOL Carryforwards and Fil...
June 15, 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 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

Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
May 25, 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 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

Tax Consequences of Bankruptcy: COD Income, Reduction of Tax Attributes, and Personal Tax...
March 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 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

Choosing a Retirement Plan for the Self-Employed: Maximizing Contributions, Solo 401(k)s,...
January 26, 2023 CPE, EA Download
This program is included with the Strafford CPE Pass. Click for more information.
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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

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
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.
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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
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 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

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
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 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 Family Businesses: Paying Children, SE Insurance, Roths for Children, S...
September 22, 2022 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 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
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.
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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 Considerations of Rental Properties: Maximizing Depreciation, 199A Eligibility, Electi...
August 18, 2022 CPE, EA CPE On-Demand, Download
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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

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

IRC Section 461(l) Business Loss Limitations: Preparing Form 461, Limitation on Business L...
May 10, 2022 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 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
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.
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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

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
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 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

Health Savings Accounts: Qualified Plans, Taxpayers, and Expenses; Reporting Distributions...
November 11, 2021 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 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

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

Maximizing the Office in Home Deduction: Eligibility, Actual vs. Simplified Method, Recapt...
July 15, 2021 CPE, EA Download
This program is included with the Strafford CPE Pass. Click for more information.
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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
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 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
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 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

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

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

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

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

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 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

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 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