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Responding to Common IRS Notices: 90-Day Letters, First-Time Penalty Abatement, and Reason...
December 8, 2022 CPE, EA Live Webinar
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 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

Accountants as Whistleblowers: IRC 7623, Confidentiality Considerations, Protections, Matt...
January 12, 2023 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.
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This webinar will explain the whistleblower laws for accountants and tax preparers. Our panel of tax controversy attorneys will examine the types of whistleblowers, how accountants can recognize and report violations to the IRS, the potential awards available, and the ethical considerations of discl... Read More

Responding to Adverse IRS Audit Assessments: Audit Reconsideration Requests, IRS Appeals,...
January 17, 2023 CPE, EA Live Webinar
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 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

Eggshell Audits: Handling Sensitive IRS Examinations, Identifying Criminal Issues, Respond...
January 30, 2023 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.
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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

Tax Treatment of Real Estate Dealers, Investors, and Professionals
Capital Gains vs. Ordinary Income Treatment, Opportunity Zones and 199A
February 2, 2023 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.
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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

Tax Reporting of Oil and Gas Investments: Royalty Income, Cost vs. Percentage Depletion, E...
February 9, 2023 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will provide an overview of the terminology, income, and deductions most often reported to investors in oil and gas and similar industries. Our knowledgeable presenter will explain the types of royalties, methods of depletion, and scouring the K-1 for deductions for these investors. Read More

Section 469 Passive Activity Rules: Loss Limitations, Ordering Rules, and Utilizing Losses
Substantiating Material Participation, Calculating Carryforwards, Reporting Dispositions,...
October 25, 2022 CPE, EA CPE On-Demand, Download
This program is included with the Strafford CPE Pass. Click for more information.
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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

Real Estate 199A Aggregation and 469 Grouping Rules: Notice 2019-38, Real Estate and Safe...
August 24, 2022 CPE, EA 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... 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

Tax Reporting and Reconciliation of Hedge Fund and Other Alternative Investment Fund K-1s
Navigating Footnotes and Tying Information to the Tax Return
July 14, 2022 CPE, EA 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

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

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

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

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

Mastering Reporting of Publicly Traded Partnership and MLP K-1s on Partners' Returns
Navigating Footnotes and Tying Information to the 1040
December 1, 2021 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 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

IRS High-Wealth Examinations: IRS Wealth Squad, Targeted Issues, Preparation, IDRs, Appeal...
November 4, 2021 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

Tax Issues Facing Homeowners' Associations: Forms 1120-H, 1120, 1120-C, and 990
October 21, 2021 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 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

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

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

Clergy Taxation: Housing Allowances, W-2 Reporting, Retirement, Gifts, and Social Security
June 7, 2021 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 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

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

Tolling Tax Statutes of Limitations: Collections, Refund Claims, IRS Audits, and the Right...
January 28, 2021 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 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

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 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

Clergy Taxation: Housing Allowances, W-2 Reporting, Deason Rule, Gifts, and Social Securit...
May 19, 2020 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 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

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

Tax Research Techniques: Internet Sites and Tools, Methodology, Documentation and Communic...
December 17, 2019 CPE, EA Download
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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... 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 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 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

Minimizing Kiddie Tax After Tax Reform: Transferring Wealth Through Trusts, 529 Plans and...
June 10, 2019 CPE, EA Download
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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... 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 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

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 Reporting on Fo...
January 10, 2019 CPE, EA Download
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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... Read More

Tax Reform One Year Later: Maximize Benefits and Minimize Burdens
Incorporating New Provisions and Regulatory Uncertainty in Year-End Tax Planning
December 12, 2018 CPE, EA Download
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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... 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 Lost SALT Deducti...
November 20, 2018 CPE, EA Download
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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... 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 Tax Administratio...
June 27, 2017 CPE, EA Download
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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 Collections Due Process H...
March 1, 2017 CPE, EA Download
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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... 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