Section 469 Passive Activity Rules: Loss Limitations, Ordering Rules, and Utilizing Losses
Substantiating Material Participation, Calculating Carryforwards, Reporting...
December 11, 2024 • CPE, EA • Live Webinar
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This 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...
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New IRS Voluntary Disclosure Program: Streamlining Acceptance, Avoiding Criminal Prosecuti...
Revisions to Form 14457, VDP Preclearance Request and Application
December 18, 2024 • CPE, EA • Live Webinar
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This webinar will explain the Internal Revenue Service's new Voluntary Disclosure Program (VDP), subtly introduced by the IRS in June 2024. Our panel of seasoned tax controversy attorneys will discuss the current three-step process that includes preclearance, provide examples of applications, and po...
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Fast Track Mediation and Settlement: New IRS Alternative Dispute Resolution Program
Fast Track Mediation Collection (FTMC), Fast Track Settlement (FTS), Post-A...
October 30, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will provide tax professionals with a comprehensive understanding of the available IRS alternative dispute resolution (ADR) techniques. Our astute panel of tax controversy experts will offer procedural and strategic insights into resolving disputes with the IRS efficiently and effective...
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Utilizing ChatGPT and AI in Tax Practices: Automating Repetitive Tasks, Tax Research, Trai...
October 28, 2024 • 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...
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Planning for the Sunset of TCJA: Expiring Individual and Business Tax Provisions
October 2, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will outline the expiring individual and business provisions under the Tax Cuts and Jobs Act of 2017 (TCJA). The panelist will discuss the impact of the Act, planning for their withdrawal, and the probability that these lucrative benefits will be extended.
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IRS Audits: A Step-by-Step Guide
Selection Process, IRS Targets, Examination Types, IDR Requests, Audit Proc...
August 19, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will walk tax advisers through an IRS examination from its beginnings to its resolution. Our knowledgeable tax attorney will explain the best steps, from receipt of the IRS letter to handling the audit and potentially appealing unreasonable decisions.
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Mindfulness for Tax Professionals: Principles of a Practice for CPAs, Achieving Health and...
Including a Live Guided Meditation
July 12, 2024 • CPE • CPE On-Demand, Download
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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...
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Tax Treatment of Airplane Purchases: Withstanding New IRS Scrutiny of Personal Use, Maximi...
July 9, 2024 • CPE, EA • CPE On-Demand, Download
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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...
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Overlooked Tax Breaks: Tax Saving Elections, Deductions, and Benefits
Investment Interest Election, Section 266, Bad Debt, MFS, Tax-Benefit Rule
June 27, 2024 • CPE, EA • CPE On-Demand, Download
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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...
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Real Estate 199A Aggregation and 469 Grouping Rules: Notice 2019-38, Real Estate and Safe...
June 26, 2024 • CPE, EA • CPE On-Demand, Download
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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...
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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 • CPE On-Demand, Download
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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...
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Outsourcing Tax Return Preparation: Domestic vs. Offshore, IRC Section 7216, Client Consen...
June 5, 2024 • CPE, EA • CPE On-Demand, Download
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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.
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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.
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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.
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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...
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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.
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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...
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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.
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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...
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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.
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Tax Research Techniques: Internet Tools, AI Caveats, Methodology, Documentation and Commun...
January 22, 2024 • CPE, EA • CPE On-Demand, Download
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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...
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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.
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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...
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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
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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...
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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...
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Tax Issues Facing Homeowners' Associations: Forms 1120-H, 1120, 1120-C, and 990
October 26, 2023 • CPE, EA • CPE On-Demand, Download
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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...
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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...
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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.
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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.
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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...
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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.
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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.
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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...
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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....
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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...
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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...
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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.
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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...
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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...
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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...
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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...
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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...
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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.
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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...
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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...
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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.
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IRS Audits: Responding to IDRs, Independent Office of Appeals, Extending the Statute, and...
May 26, 2020 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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Cybersecurity, the IRS, and Data Security Plans: Meeting FTC Requirements and IRS Guidelin...
May 12, 2020 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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.
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Tax Research Techniques: Internet Sites and Tools, Methodology, Documentation and Communic...
December 17, 2019 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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Income Tax Planning for High-Income Individuals: Defined Benefit and Other Plans, Tax Refo...
July 30, 2019 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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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.
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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...
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Delinquent Taxpayers: Avoiding Passport Revocations, Statutes of Limitations, OICs and Pen...
July 24, 2019 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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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.
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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...
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Minimizing Kiddie Tax After Tax Reform: Transferring Wealth Through Trusts, 529 Plans and...
June 10, 2019 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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Listed Transactions Reporting: Conservation Easements, Form 8886 and the IRS Audit Initiat...
May 28, 2019 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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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.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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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
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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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.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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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
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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Navigating the IRS Appeals Office Process: Achieving Settlement, Avoiding Litigation
Filing Formal Protests, Appealing Collection Actions, Requesting Collection...
March 1, 2017 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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Section 1341 "Claim of Right" Refunds: Calculating Tax Benefits, Avoiding Double Taxation...
November 10, 2016 • CPE, EA • Download
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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...
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