FDII Deduction and GILTI Rules: Claiming Section 250 Tax Incentives on Eligible Foreign In...
QBAI, Expense Allocations, Sale of Property Provisions, Deduction-Eligible Income, FDDEI T...
December 10, 2019 • CPE, EA • Live Webinar
This webinar will provide corporate tax advisers with a practical guide to the tax planning opportunities and challenges of the Section 250 FDII deduction in light of recent IRS guidance. The panel will discuss how the recently proposed regulations impact the treatment of certain transactions for pu...
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Stock Compensation, Deferred Compensation and State Income Taxes
Compliance with Corporate and Employer Filing
December 11, 2019 • CPE • Live Webinar
This webinar will discuss the state tax implications of incentive stock options (ISOs), non-qualified stock options, restricted stock units (RSUs), and other forms of stock compensation, including withholding obligations and issues involving mobile employee incentives.
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Claiming the Section 41 R&D Credit: Small Business Provisions
Calculation and Substantiation of QRAs and QREs, Using R&D Credits to Offset Payroll Tax a...
December 12, 2019 • CPE, EA • Live Webinar
This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to Section 41 Research and Development (R&D) Income Tax Credits. The panel will identify activities treated as qualified research activities (QRAs), offer guidance on documenting and claiming the...
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Fundamentals of Corporate Foreign Tax: Outbound Taxation Boot Camp
Information Reporting Requirements, Anti-Deferral Rules, Income Sourcing, Discerning Globa...
January 15, 2020 • CPE, EA • Live Webinar
This webinar will provide tax advisers and compliance professionals with a sound foundation for identifying foreign tax and asset information requirements for corporate taxpayers. The webinar will outline the rules for income sourcing, distinguish between the various models for determining whether i...
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The Interplay of PL 86-272 and Economic Nexus
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Taxpayer Benefit
January 23, 2020 • CPE • Live Webinar
This webinar will explain nexus as outlined in PL 86-272, the sometimes conflicting nexus regulations established by individual states, and how to reconcile the two for the benefit of the taxpayer.
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Sales and Use Tax Compliance: Origin-Based vs. Destination-Based Sourcing, Key Issues for...
Recent State Regulations and Enforcement Actions, Multistate Sourcing and Apportionment, H...
December 5, 2019 • CPE, EA • Download
This webinar will provide tax professionals and advisers an in-depth analysis of sales and use tax compliance with a specific focus on origin-based versus destination-based sourcing rules and state regulatory enforcement. The panel will discuss differing state laws and enforcement actions in respons...
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Section 965 Foreign Deemed Repatriation Transition Tax: Final Regulations
Identifying Cash Positions, Treatment of Consolidated Entities, Loss Treatments, Correctin...
November 26, 2019 • CPE, EA • Download
This webinar will provide corporate tax advisers with a detailed and practical guide to the repatriation provisions of the Section 965 transition tax in the wake of the most recent IRS final regulatory guidance. The panel will discuss E&P and basis adjustments, foreign tax credit calculations, and s...
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Taxation of Foreign Source Income Under New Tax Law
Expansion of Subpart F, §245A D.R.D., Sales of CFC Stock, Tweaks to Ownership Attribution...
November 19, 2019 • CPE, EA • CPE On-Demand, Download
This webinar will provide tax professionals guidance on new rules and final and proposed regulations governing the taxation of foreign source income. The panel will present an in-depth analysis of the expansion of Subpart F, global intangible low-taxed income (GILTI), the territorial dividends recei...
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Marketplace Facilitator Sales Tax Collection, Reporting, and Liability Risks
Key Tax Rules Impacting Facilitators of the Sale of Third-Party Goods and Services
November 6, 2019 • CPE • Download
This webinar will provide tax professionals and advisers guidance on the key sales tax issues facing marketplace facilitators stemming from the sale of goods and services of third parties. The panel will discuss recent developments in state sales tax laws, key nexus considerations, collection and re...
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Multistate Partnerships: Navigating Various State Taxation Rules of Corporate Partners
Business vs. Nonbusiness Income Characterization, Aggregate vs. Entity Determination, and...
October 31, 2019 • CPE, EA • Download
This webinar will provide tax advisers and professionals with a detailed and practical guide to critical state tax issues and trends impacting partners owning shares of multistate partnerships. The panel will discuss critical questions such as whether the character of pass-through income is determin...
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Correcting Corporate Foreign Tax Noncompliance: Identifying and Repairing Incomplete or In...
Remaining IRS Voluntary Disclosure Initiatives, Challenging Finding of Willful Failure
October 29, 2019 • CPE, EA • Download
This webinar will provide corporate tax advisers with a practical guide to identifying potential foreign information reporting noncompliance, and correcting and disclosing filing deficiencies. The panel will discuss the most common issues in completing international information forms such as the FBA...
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Section 959 PTEP Categories and Ordering Rules for Controlled Foreign Corporation Distribu...
Notice 2019-1 New PTEP Groupings, Intersection of Section 959, 904 and 1248, Treatment of...
September 25, 2019 • CPE, EA • Download
This webinar will provide U.S. shareholders of controlled foreign corporations (CFCs) and their tax advisers with an overview of the previously taxed earnings and profits (PTEP) proposed guidance from Notice 2019-01. The panel will discuss the latest IRS guidance on ordering rules, detail the PTEP g...
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VAT Fundamentals for U.S. Companies Buying or Selling in the European Union
Ensuring VAT and U.S. Use Tax Compliance on Goods and Services Transactions
September 3, 2019 • CPE • Download
This webinar will give U.S. transactional tax specialists a grounding in the most relevant aspects of European value-added tax (VAT). The panel will discuss recent VAT rules regarding international services, determining the application of such regulations, registration and exemptions, and overcoming...
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IRC 163(j) Interest Deduction Limits for Controlled Foreign Corporations: Planning & Calcu...
ATI Computation, CFC Group Election, Treatment of Tiered CFCs, Addback Rules
August 22, 2019 • CPE, EA • Download
This webinar will provide tax advisers serving clients with controlled foreign corporations (CFCs) with a detailed and practical guide to the new Section 163(j) business interest deduction limitation rules--part of the 2017 tax reform law--as they apply to foreign corporations and their U.S. shareho...
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Sales Tax Treatment of Direct Mail and Online Communications Post-Wayfair
Avoiding Unexpected Sales and Use Tax Consequences Given Various New State Tax Rules
August 20, 2019 • CPE • Download
This webinar will provide guidance to tax professionals with an in-depth analysis of the sales tax treatment of direct mail promotions, outsourced customer billings, and electronic communications after Wayfair. The panel will discuss the unexpected sales and use tax consequences faced by companies,...
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Assessing Sales, Income and Other Tax Exposure
August 6, 2019 • CPE • Download
This webinar will outline the steps to assess a business' filing obligations in other states. Our experts will explain the process of determining whether an entity has a reporting and payment obligation for income, sales and other taxes outside its home state.
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IRS Forms W-8BEN and W-9 Compliance After Tax Reform: New Information Requirements and ECI...
Withholding Agents' Certification and Withholding Duties in Foreign and U.S. Business Tran...
July 24, 2019 • CPE, EA • Download
This webinar will provide corporate tax advisers with a detailed and practical guide to Form W-8BEN. The panel will describe the most recent 2017 changes to Form W-8BEN and will offer useful tips to help complete the form, including the treaty position references and issuing Form W-8 from the payor'...
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Advanced Income Tax Apportionment Issues Confronting Multistate Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 23, 2019 • CPE, EA • Download
This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and a large number of states. The panel will go beyond the basics of apportionment for corporate tax professi...
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State Taxation of Income From Foreign Affiliates After the Tax Reform
Multistate Treatment of GILTI, FDII, Section 250 Deductions and Other Tax Issues
July 11, 2019 • CPE • Download
This webinar will provide tax specialists, advisers, and counsel with a deeper understanding of crucial multistate tax developments involving taxation of income derived from foreign affiliates and subsidiaries post Tax Cuts and Jobs Act ("TCJA") of 2017. State taxation of GILTI varies depending on h...
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Offshore Ownership Structures: Lessons Learned Under Tough IRS Scrutiny
Complying With Foreign Information Reporting Forms 5471, 5472, 1120F and 926
July 2, 2019 • CPE, EA • Download
This webinar will prepare corporate tax executives and advisers with a useful survey of the reporting requirements for U.S. companies with cross-border structures. The panel will outline the significant changes and challenges to completing Forms 5471, 5472, 1120-F and 926 with practical experiences...
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Subpart F vs. GILTI: Strategies for U.S. Companies After Tax Reform and New Foreign Tax Cr...
Planning Subpart F Inclusion to Use Excess Foreign Tax Credit Carryovers
June 18, 2019 • CPE, EA • Download
This webinar will provide corporate tax decisionmakers and advisers with a practical overview of the significant changes the 2017 tax reform law made to Subpart F tax treatment of controlled foreign corporations (CFCs). The panel will detail the intersection of Subpart F with GILTI and the new propo...
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Multistate Sales Tax Reporting and Remittance: Best Practices for Tax Professionals
Identifying Sales Tax Exposure, Sourcing, Apportionment, Determining Tax Liability, Home R...
May 23, 2019 • CPE • Download
This webinar will provide sales and use tax advisers and compliance professionals with a thorough and practical guide to overcoming challenges in sales and use tax collections and reporting for multistate taxpayers. The panel will discuss methods in identifying sales tax exposure and eliminating unn...
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FDII: Claiming New IRC 250 Foreign Derived Intangible Income Deduction on Form 8993
Determining Eligibility, Identifying QBAI and Deduction-Eligible Income (DEI), Calculating...
May 16, 2019 • CPE, EA • Download
This webinar will provide tax advisers with a practical guide to calculating and reporting the Section 250 tax deduction for foreign-derived intangible income (FDII). The panel will go through the steps required to identify qualified business asset investment (QBAI) property, deduction-eligible inco...
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State and Local Tax Considerations Under Current Federal Tax Law
Impact on High-Tax States, SALT Deduction Cap, Deemed Repatriation and Other Conformity Is...
May 7, 2019 • CPE, EA • Download
This webinar will focus on the ripple effect of the new tax law on state taxation. The panel will discuss the limitations and removal of specific state tax benefits within the new tax law causing states to deviate from federal law to maintain or add benefits for individuals and businesses within sta...
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Procurement Cards and Sales Tax Compliance: Mastering the Complexities
Avoiding State Sales Tax Traps and Compliance Challenges, Navigating Audit Issues
March 21, 2019 • CPE • Download
This webinar will prepare tax professionals with the tools and practical perspectives needed to sharpen their compliance practices for procurement card sales tax. The panel will review recent state developments on taxation of P-card purchases; state tax traps to avoid; and methods in managing and pr...
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Nexus Limitations and Protections for Service Providers Post-Wayfair
P.L. 86-272 and Interstate Taxation, Nexus Standard Under the Due Process and Commerce Cla...
February 19, 2019 • CPE • Download
This webinar will guide tax professionals and advisers on nexus limitations and protections for service providers in light of the Wayfair decision. The panel will discuss key challenges stemming from the economic presence test, nexus standards under the due process clause and commerce clauses, inter...
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New Economic Presence Nexus Standards for Foreign Remote Sellers: Impact of Wayfair Holdin...
Reporting and Remittance Duties on Offshore Entities, Marketplace Rules and Registration O...
February 5, 2019 • CPE • Download
This webinar will offer tax advisers to foreign companies with a practical evaluation of the impact of the Supreme Court decision in South Dakota v. Wayfair on non-U.S. based sellers of goods and providers of services. The panel will discuss the ramifications of the Court's overturning of the physic...
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Impact of Tax Reform on Financially Distressed Companies: Operating and Restructuring Chal...
New NOL Rules, Limitations on Business Interest Deductibility, Restrictions on Foreign Sub...
January 22, 2019 • CPE, EA • Download
This webinar will provide corporate tax executives and advisers with a practical guide to the challenges presented to distressed companies by the 2017 tax reform law's new NOL and business interest limitations. The panel will discuss the distinctions between pre- and post-2018 NOLs and strategies fo...
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State Tax Traps for Employers and Employees Post-Wayfair
Nexus Triggers, State Withholding Rules, Personal Income Tax Allocation, Resident Credits...
January 15, 2019 • CPE, EA • Download
This webinar will provide tax professionals and advisers guidance on differing state rules on withholding tax obligations for employers and personal income tax allocation for employees operating or working in multiple jurisdictions in the post- Wayfair environment. The panel will discuss nexus trigg...
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Calculating Foreign Sourced Dividends-Received Deduction After Tax Reform
New Section 245A, Intersection of DRD Regime With Other Foreign Income Tax Provisions
January 8, 2019 • CPE, EA • Download
This webinar will provide corporate tax professionals with a thorough and practical guide to calculating and claiming the dividends-received deduction (DRD) for the foreign-source portion of dividends received from specified 10%-owned foreign corporations by domestic U.S. shareholders of those forei...
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Federal and State Tax Residency Rules: New IRS Examination Guidance and Navigating State T...
New Residency and Allocation Issues, Tax Planning Techniques, Nonresident Audits
December 18, 2018 • CPE, EA • Download
This webinar will guide tax professionals and advisers on recent IRS examination guidance and state tax law issues regarding taxpayer residency. The panel will discuss federal and state tax residency rules, new residency and allocation issues, U.S. income tax treaties, available tax planning techniq...
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State Tax Guidance on Remote Sellers Post-Wayfair: State Law on Economic Nexus, Compliance...
Avoiding Liability for Unpaid Taxes and Penalties; State Sales Tax Requirements, Limitatio...
December 11, 2018 • CPE, EA • Download
This webinar will provide tax professionals and advisers guidance on recent state regulatory developments on economic nexus post- Wayfair. The panel will discuss new state regulations affecting remote sellers, tax compliance challenges, and mechanisms to avoid unintended tax consequences for small a...
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Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
December 4, 2018 • CPE • Download
This webinar will provide corporate tax professionals and advisers with a detailed exploration of the critical sales and use, real estate transfer, and other transaction taxes arising from a merger and acquisition event. The panel will explore specific challenges that arise with transaction taxes du...
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Navigating Complex IRS Penalty Abatement Procedures for Failure-to-File, Failure-to-Pay, a...
Mastering Procedural and Practical Ways to Obtain Penalty Abatement; Mitigating Harsh IRS...
November 1, 2018 • CPE, EA • Download
This webinar will provide tax professionals with a comprehensive and practical guide to navigating the procedural and efficient ways to obtain a penalty abatement. The panel will cover domestic information abatement requests and will offer useful tools for compiling and submitting the appeal corresp...
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Repatriation Tax Planning: Inbound Asset Transfers, Cash Dividends and Other Strategies fo...
Tax Attributes Under Section 367(b) and Tax Reform Alterations, Deemed Dividends, Section...
October 30, 2018 • CPE, EA • Download
This webinar will guide tax professionals and advisers on tax challenges involving inbound asset transfers, cash dividends and other repatriation strategies post-tax-reform. The panel will discuss tax issues associated with inbound liquidations under Section 332 and reorganizations under Section 368...
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Corporate Tax Planning for Out-of-State Workforces: SALT Compliance, Non-Income Based Taxe...
Using Out-of-State Contractors, Payroll Tax and Non-Resident Withholding, and More
October 25, 2018 • CPE, EA • Download
This webinar will guide tax professionals and advisers on state and local tax challenges and effective planning methods for out-of-state workforces. The panel will discuss state regulations and reporting requirements, consequences of noncompliance, tax challenges associated with the use of out-of-st...
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State Taxation of Virtual Currency: Sales Tax and Other Implications of Cryptocurrency Tra...
Mining Virtual Currency, Accepting as Payment, Policy Considerations for Applying Sales Ta...
August 30, 2018 • CPE • Download
This webinar will provide tax professionals and advisers guidance on the state taxation of virtual currency. The panel will discuss state tax implications of selling cryptocurrency, accepting this new kind of virtual money as payment, the application of sales tax and planning techniques to minimize...
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Depreciation and Expensing: New Rules and Limits Under Current Tax Law
Section 179 Property, First-Year Bonus Depreciation, Limitations on Personal Use Property...
July 24, 2018 • CPE, EA • Download
This CPE webinar will guide tax professionals and advisers on the depreciation and expense limitations under the new tax law. The panel will discuss rules for bonus depreciation deductions, IRC Sec. 179 expensing deductions, depreciation for property used in a business, limitations on personal use p...
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Check-the-Box Elections for Foreign Subsidiaries: Achieving Optimal Tax Treatment Through...
Using Hybrid Entities for Tax Arbitrage, Structuring Entities to Enable Deferral of Foreig...
June 19, 2018 • CPE, EA • Download
This webinar will provide tax advisers with thorough and practical guidance on the advantages and pitfalls of utilizing the "check-the-box" election for foreign subsidiaries. The panel will discuss the various tax effects of specific elections, outline the tax timing and tax treatment, and explain r...
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New Section 59A: Base Erosion and Anti-Abuse Tax (the "BEAT")
Tax Benefit Limitations on Transactions and Other Challenges for U.S. and Non-U.S. Based M...
June 6, 2018 • CPE, EA • Download
This CPE webinar will provide tax professionals and advisers with an in-depth understanding of the base erosion and anti-abuse tax (BEAT) under Sec. 59A. The panel will discuss the strict rules, requirements and limitations of Sec. 59A for transactions between U.S. and non-U.S. affiliates and availa...
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Sales and Use Tax Audits: Effective Strategies and Best Practices
Internal Controls, Risk Assessment, Identifying Pitfalls, Implications of Tax Reform and M...
March 14, 2018 • CPE • Download
This CLE/CPE webinar will provide counsel and tax professionals effective strategies and best practices for avoiding and handling state sales and use tax audits. The panel will provide guidance on current methodologies for conducting internal audits to identify items of concern and tactics to keep p...
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Mastering FATCA Compliance for NFFEs: Navigating Who, What, When and How Much
Understanding the Complex Withholding Requirements
March 1, 2018 • CPE, EA • Download
This webinar will provide tax executives, tax counsel and tax advisers with a drill down into the intricacies of Foreign Account Tax Compliance Act (FATCA) compliance relevant to non-financial foreign entities (NFFES), including Chapter 4 withholding, NFFE status and potential exemption, new require...
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Tax Reform: Impact on Corporate Tax Planning and Reporting
Corporate Tax Rule Changes, Benefits, Limitations and More
February 15, 2018 • CPE, EA • Download
This CLE/CPE webinar will offer counsel and tax professionals an overview of complex issues and considerations stemming from the new tax law. The panel will discuss the impact of new corporate tax rules and regulations, and provide guidance on available options leading to effective corporate tax com...
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IC-DISC Compliance: Exporter Challenges in the Federal Tax Break
Leveraging Benefits From the Dividend Tax Solution
December 21, 2017 • CPE, EA • Download
This webinar will prepare tax professionals and advisers to leverage the tax benefits of IC-DISC formation. The panel will review and explain key steps for forming entities, tax planning and maintaining compliance.
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Basis Calculations in Section 368 Reorganizations: Tax Deferral Benefits For Subsidiary Sh...
Reporting Target Company Stockholder Basis in Type B and Reverse Triangular Reorganization...
December 14, 2017 • CPE, EA • Download
This webinar will provide guidance to corporate tax advisers and compliance professionals in determining target stock basis in a Section 368 tax-free reorganization transaction. The panel will offer insights to the accounting, calculations and reporting requirements pursuant to a Section 368 corpora...
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International Tax Impact of Business Entity Selection for Foreign Operations of U.S. Compa...
Making Tax-Based Decisions With Branch Offices, CFCs, Check-the-Box and More
December 12, 2017 • CPE, EA • Download
This webinar will provide corporate tax executives and advisers with practical guidance on short-term and long-term tax issues in selecting an entity for a foreign affiliate, subsidiary, etc. The panel will outline how to navigate the tax consequences inherent in foreign entity selection decisions.
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Business vs. Nonbusiness Income: When to Allocate and When to Apportion
UDITPA Standards, Transactional and Functional Tests for Income Characterization
November 16, 2017 • CPE • Download
This webinar will provide corporate tax advisers and compliance professionals with a thorough and practical guide to distinguishing between business and nonbusiness income for purposes of determining multistate allocation vs. apportionment. The panel will discuss UDITPA distinctions between business...
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Tax Reporting of Business Startup and Expansion Costs: Deduction and Amortization Rules
Navigating Sections 195, 162 and 263(a) on Qualified Startup Expenses
November 14, 2017 • CPE, EA • Download
This webinar will provide corporate tax advisers with a practical guide to the proper tax treatment of business startup and expansion costs. The panel will detail startup and expansion costs that are deductible in the year of expenditure, describe the amortization rules for expenses over allowable t...
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Sales & Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Servic...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multistate Tax La...
October 26, 2017 • CPE • Download
This webinar will provide tax professionals with a detailed and practical guide to the latest state developments and trends affecting multistate companies dealing with digital products and services (cloud computing) as either seller or buyer. The panel will offer compliance approaches for adjusting...
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Form 1120-F Reporting for Foreign Corporations: Filing Obligations Under IRS Scrutiny
Effectively Connected Income, Permanent Establishment and Treaty Position Exemption Claims...
October 10, 2017 • CPE, EA • Download
This webinar will provide corporate tax professionals with a solid and practical guide to Form 1120-F. The panel will focus on the key schedules unique to Form 1120-F, discuss the permanent establishment rules, and offer useful guidance in filing protective returns and other strategies to avoid IRS...
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Form 926 Compliance: Domestic Corporate Transfers to Foreign Subsidiaries and Related Corp...
Navigating IRC 6038 Corporate Rules for Transactions Involving Reorganization, Liquidation...
September 7, 2017 • CPE, EA • Download
This webinar will provide corporate tax professionals with a comprehensive guide to complying with reporting obligations for contributions of cash or other property to foreign corporations. The panel will identify the types of transactions that trigger reporting obligations, discuss filing threshold...
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Advanced Income Tax Apportionment Issues Confronting Multi-State Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 20, 2017 • CPE, EA • Download
This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and in a large number of states. The panel will go beyond the basics of apportionment for corporate tax profe...
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State Research and Development Tax Credits: Navigating Multi-State Apportionment Rules
Identifying State Deviations From Federal Treatment, Uncovering R&D Tax Benefits for Compa...
June 27, 2017 • CPE, EA • Download
This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to claiming research and development (R&D) income tax credits in a multi-state setting. The panel will discuss how to determine activities that may be treated as qualified research activities (QRA...
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Branch Profits Tax Rules: Calculating and Reporting Dividend Equivalent Amounts and Identi...
Completing Form 1120-F Section III, Computing Tax on Excess Interest, and Planning to Mini...
May 10, 2017 • CPE, EA • Download
This webinar will provide corporate tax advisers with a practical and comprehensive guide to planning and calculations related to the branch profits tax. The panel will detail steps needed to calculate the dividend equivalent amount (DEA) that constitutes the base for computing the branch profits ta...
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Mastering U.S. Permanent Establishment Tax Under New OECD Guidance vs. General Tax Treaty...
Navigating Income Attribution Rules in the U.S. Model Income Tax Convention and Recently S...
April 20, 2017 • CPE, EA • Download
This CPE webinar will provide U.S. tax advisers and corporate tax executives with a practical guide to navigating the permanent establishment rules for foreign corporations conducting business in the United States. The panel will discuss the evolving standards for determining whether a foreign entit...
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Sales and Use Tax Reserves: Reconciling ASC 450/FAS 5 Reserve Requirements With IAS 37 Sta...
Establishing and Maintaining Accruals, Provisions and Unrecognized Contingent Liabilities
April 6, 2017 • CPE • Download
This webinar will provide tax professionals with a review of current best practices for establishing, documenting and maintaining reserves for uncertain sales and use tax positions of U.S.-based multinational companies using the most current interpretations of ASC 450 (f/k/a FAS 5) and IAS 37 under...
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Navigating the Effectively Connected Income Tax Regime: Avoiding Devastating Impact on Tax...
Implementing Compliant Tax Strategies to Avoid or Mitigate Punitive Taxation
March 23, 2017 • CPE, EA • Download
This webinar will provide corporate tax professionals and advisors to multinational corporations (MNCs) and other multinational businesses with a detailed, practical and thorough guide to mitigate the risk of high levels of tax on effectively connected income (ECI). The panel will provide practical...
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Obtaining Relief From Form 1120-F Deficiency Penalties: Filing Protective Returns and Seek...
Preserving Expense Deductions, Claiming Treaty Positions and Leveraging Section 1.882-4 Pr...
February 14, 2017 • CPE, EA • Download
This webinar will provide corporate tax professionals with a deep and practical guide to navigate the IRS processes for obtaining relief from penalties and deduction disallowances due to failure to accurately file Form 1120-F Income Tax Return of a Foreign Corporation. The panel will discuss the pun...
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Navigating Impact of New York Corporate Tax Overhaul: New Apportionment and Reporting Rule...
Mastering Unitary Reporting, Market-Based Sourcing, and Changes to NY State Treatment of N...
February 9, 2017 • CPE • Download
This webinar will provide corporate tax advisers with a thorough and practical guide to the latest developments in New York State's multi-year tax reform initiative. The panel will discuss the broader framework of New York's corporate tax reform changes and will address the provisions scheduled to g...
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IC-DISC Strategies: Mastering the Complex Operational Challenges
Anticipating IRS Audit Risks, Calculating Commissions, and Tackling Computational Intricac...
November 10, 2016 • CPE, EA • CPE On-Demand, Download
This CPE webinar will prepare accounting professional, tax advisors, and DISC administrators to understand the requirements of Discs and to better leverage their tax benefits. The panel will review and explain the key strategic steps for day-to-day aspects of running an IC-DISC, including calculatin...
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Check-the-Box Elections for Foreign Subsidiaries: Achieving Optimal Tax Treatment Through...
Using Hybrid Entities for Tax Arbitrage, Structuring Entities to Enable Deferral of Foreig...
October 20, 2016 • CPE, EA • Download
This webinar will provide tax advisers with thorough and practical guidance on the advantages and pitfalls of utilizing the "check the box" election for foreign subsidiaries. The panel will discuss the various tax impacts to specific elections, outlining the tax timing and tax treatment, both deferr...
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Mandatory Unitary Combined Reporting: Navigating Conflicting and Evolving State Rules
Latest Guidance on Regulatory and Enforcement Developments, Ongoing New York Corporate Tax...
September 29, 2016 • CPE • Download
This webinar will review the latest developments in combined reporting for state corporate income tax purposes for the benefit of corporate tax professionals and advisors. The panel will offer approaches to streamline compliance and address the challenges of sometimes contradictory and competing reg...
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Property Tax Issues for Construction Work In Progress: Minimizing Property Tax on CWIP
Leveraging Capitalization Policies, Establishing Grounds for Challenging Assessments on Pa...
September 1, 2016 • CPE • Download
This CPE webinar will provide corporate tax professionals and advisers with a practical guide to the various state property tax approaches to assessments and reporting valuation on partially complete, WIP and unoccupied real estate properties.
The panel will detail the various approaches key states...
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Sales and Use Tax Challenges With Highly Skilled Temporary Workers: Varying States' Treatm...
Dealing With Problems of "Employer" Control Test, Underlying Services Test, Remote Workers...
July 13, 2016 • CPE • Download
This webinar will provide sales and use tax professionals with a thorough and practical guide to the sales tax issues that arise from the utilization of highly skilled temporary workers. The experienced panel will identify the various taxing schemes states are imposing on services provided by this t...
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New BEPS Country-by-Country Reporting Requirements: International Tax Reform Planning and...
Critical Steps for Multinational Companies to Take NOW to Prepare for New Transparency Sta...
June 2, 2016 • CPE, EA • Download
This webinar will provide a practical overview of the planning required as U.S. based multinationals transition to the new country-by-country reporting requirements and the increasing likelihood of international tax reform. The panel will identify entities impacted by the new reporting mandate, outl...
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Navigating State Voluntary Disclosure Programs: Multistate and Single State Programs to Re...
Minimizing or Avoiding Penalties and Interest, Identifying Nexus Problems, and Quantifying...
May 24, 2016 • CPE • Download
This webinar will provide tax advisers with a detailed and practical guide to navigating the multistate voluntary disclosure programs (VDPs) for noncompliant taxpayers with potential but unassessed state tax liabilities through a central point of contact. The panel will also discuss the nuances of i...
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Business Personal Property Tax Compliance: Key Fundamentals
Understanding Key Dates and Deadlines, Assessment Ratios, Market Valuations and Other Esse...
March 3, 2016 • CPE • Download
This webinar will review important concepts and trends that tax staff must understand to effectively work on state, county or city business personal property tax compliance.
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Sales & Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Servic...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multi-State Tax L...
October 29, 2015 • CPE • Download
This webinar will provide tax professionals with a detailed briefing on the latest state developments and trends affecting multi-state companies dealing with digital products and services as either seller or buyer. The panel will offer compliance approaches for adjusting to these multi-state develop...
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Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
September 29, 2015 • CPE • Download
This webinar will provide corporate tax professionals and advisers with a detailed exploration of the critical sales and use, real estate transfer, and other transaction taxes arising from a merger and acquisition event. The panel will explore specific challenges that arise with transaction taxes du...
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Supporting Transfer Pricing Positions and Preparing for MTC's Arms-Length Adjustment Servi...
Defending Multi-State Intra-Company Transactions from Transfer Pricing Challenges under AL...
August 26, 2015 • CPE • Download
This webinar will provide tax professionals with the tools to navigate the current landscape of state policies regarding transfer pricing in a multi-state environment. The panel will discuss the latest developments in key states' transfer pricing audit practices, detail the implementation schedule f...
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Accounting For Income Tax: Beyond the Basics of ASC 740
Mastering the Complexities of Tax Provision Valuations and Schedules
July 28, 2015 • CPE, EA • Download
This webinar will provide corporate tax professionals and tax advisers with an intermediate level treatment of necessary calculations, allocations, and schedule preparation and maintenance for reporting a company's income tax provisions. Moving beyond the basic concepts of accounting for income tax,...
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Advanced Income Tax Apportionment Issues Confronting Multi-State Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 22, 2015 • CPE, EA • Download
This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and in a large number of states. The panel will go beyond the basics of apportionment for corporate tax profe...
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Cross-Border Ownership Structures: Lessons Learned Under Tough IRS Scrutiny
Complying With Forms 5471, 5472, 1120F and 926
June 17, 2015 • CPE, EA • Download
This webinar will prepare corporate tax executives and advisors working on forms 5471, 5472, 1120-F and 926 with practical experiences geared toward improving compliance. The panel will provide insights to deal with IRS policies on audits and penalties.
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Nexus Reviews: Uncovering New State Sales or Income Tax Obligations
Identifying and Responding to Potential Tax Exposure for Multi-State Companies
May 14, 2015 • CPE • Download
This webinar will provide tax professionals and advisors with best practices to plan, execute and oversee a comprehensive sales/income tax nexus evaluation for a multi-state corporation. Our panel will provide their experienced perspectives and guidance for following through on results.
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Managing Complex IRS Audits of Large- and Medium-Sized Business Taxpayers
Navigating Examination Processes, IRS Summonses, Section 982 Foreign-Based Documentation,...
February 18, 2015 • CLE, CPE, EA • Download
This webinar will provide guidance and best practices for responding to IRS audits of large- and medium-sized business taxpayers, including detailing IRS examination techniques, how to respond to and defend summons, navigating IRC Section 982 foreign-based documentation, and handling "unagreed" audi...
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FBAR Requirements for Business Foreign Bank Accounts
Making Sound Compliance Decisions for Reporting Foreign Accounts Under Final IRS Regs
December 18, 2014 • CPE • Download
This webinar will bring corporate tax professionals and advisors up to speed on the most recent developments of the Report of Foreign Bank and Financial Accounts (FBAR) planning and reporting for companies and provide a detailed review of the reporting requirements under the FBAR program.
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Fixed-Asset Recordkeeping and Avoiding Overpayment of Business Personal Property Tax
Purging Ghost and Other Non-Reportable Assets; Monitoring and Properly Reporting Depreciat...
October 23, 2014 • CPE • Download
This webinar will provide corporate property tax specialists with a review of their role in policing and maintaining their companies' fixed-asset recordkeeping policies and practices. The panel will outline best practices for effective oversight of business personal property valuation and tax.
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IC-DISC: Compliance Challenges in the Federal Tax Break for Exporters
Leveraging Benefits Arising From the Dividend Tax Solution
October 21, 2014 • CLE, CPE, EA • CPE On-Demand, Download
This webinar will prepare tax counsel, professionals and advisors to take on the tough challenges of leveraging tax benefits of IC-DISC formation. The panel will review and explain the key strategic steps for forming entities, tax planning, and maintaining compliance.
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Non-US Business Entity Selection - How U.S. and Global Taxation Regimes Impact the Decisio...
Making Critical Tax-Based Choices Regarding Branch Offices, CFCs, Disregarded Entities, Jo...
June 12, 2014 • CPE • Download
This webinar will provide tax executives and advisors guidance on the full range of short-term and long-term tax issues that arise in selecting the entity type to use for a new foreign operation and pitfalls to avoid if seeking to change the entity type after formation. The panel will outline how to...
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Minimizing Property Taxes: Leveraging the New IRS Repair Regs
Strategies for Cost Expensing, Fixed Asset Capitalization Policies, and Avoiding Audit Fla...
March 6, 2014 • CPE • Download
This webinar will equip tax pros with key tools and insights to manage new challenges for the business personal property tax compliance process since the IRS issued finalized repair regulations effective Jan. 1, 2014. The panel will provide best practices for effective oversight of business personal...
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Subpart F Income Taxation: Latest Compliance Developments
Mastering Income Calculation, Tax Rates, Audit Preparation and Other Complexities
December 18, 2013 • CPE • Download
This webinar will provide tax advisors with an analysis of the relevant terms of Subpart F and guidance in the context of practical situations frequently faced in U.S. federal income tax compliance, reporting and audits.
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State Income Tax Base Calculation: Complex Issues in Income Modification
Reporting for Multi-State Companies to Minimize Tax and Maximize Deductions
December 18, 2013 • CPE • Download
This webinar will provide tax professionals with key challenges and solutions to the current issues related to the modification of corporate income for state income tax purposes. The panel will provide real world examples to accurately compute state taxable income along with guidance and rules to mi...
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Sales and Use Tax Implications of M&A: Avoiding Costly Mistakes
Correctly Identifying Assets and Inherited Liabilities and Meeting Compliance Requirements
November 19, 2013 • CPE • Download
This webinar will provide tax professionals with an overview of the most prevalent mistakes in sales and use tax compliance related to M&A transactions. Our panel will explain and outline solutions to pitfalls such as when a transaction with an affiliate can be deemed a sale, IRC taxability factors,...
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Business Personal Property Tax Compliance: Advanced Strategies to Avoid Costly Errors
Overcoming Challenges With Exemptions and Exclusions, Depreciation, Valuation, and Jurisdi...
November 12, 2013 • CPE • Download
This webinar will equip tax pros with key tools to avoid high-level costly mistakes and oversights commonly made by even experienced tax pros in the business personal property tax compliance process. The panel will look at the issues at the state, county and city level, and rely on significant state...
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Key Indirect Tax Strategies: Avoiding Critical and Costly Mistakes
Navigating the Maze of Compliance Demands to Minimize Tax Liability
October 29, 2013 • CPE • Download
This webinar will brief tax professionals on the biggest tax hit most companies face--indirect taxes. The panel will outline the latest opportunities to minimize indirect taxes and offer experienced-based strategies to avoid critical and costly errors.
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NOL Strategies for Federal and State Tax Reporting by Multi-State Companies
Mastering Federal Regs and Restrictions, Differing State NOL Matches, Carryback and Carryf...
September 24, 2013 • CPE • Download
This teleconference will provide tax professionals at multi-state companies with a current awareness briefing on treatment of NOLs in federal and individual state laws and regs. Our panel will also present a practical discussion on navigating associated complications that arise with state combined r...
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Leveraging Addbacks of Related-Party Royalties, Interest and Expenses in 2013
Responding to Latest State Laws, Regs and Rulings Affecting Multi-State Companies
September 11, 2013 • CPE • Download
This teleconference will provide state tax specialists with a bottom-line briefing on what's happening with the related-party addback agenda for multi-state corporations, looking at state and major local laws, regulations, and court and agency rulings. The panel will also address emerging, sophistic...
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State and Local Tax Challenges With Leases of Equipment and Other Assets
Navigating Differing State Approaches With Sales, Business Personal Property and Income Ta...
June 27, 2013 • CPE • Download
This teleconference will provide tax managers and advisors with a review of important trends in multi-state tax treatment of equipment and other asset leases. The discussion will include issues that have confronted lessors and lessees for years, some issues comparatively new on the scene, and some s...
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Mandatory Combined Reporting for State Income Taxes
Improving Tax Compliance to Manage Conflicting State Rules
May 22, 2013 • CPE • Download
This teleconference will provide corporate tax professionals with approaches to streamline compliance and cope with the challenge of disparate regulations for mandatory combined reporting of state income tax. The panel will highlight the important differences in the group formation rules of key comb...
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Nexus Fundamentals for Sales and Use Tax Compliance
Understanding and Navigating Tax Challenges with Attributional, Affiliate and Other Forms...
May 8, 2013 • CPE • Download
This teleconference will provide corporate tax and accounting firm staffs with a thorough introduction to sales tax nexus fundamentals and key challenges.
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Branch Profits Tax: Compliance and Planning from the Ground Up
Navigating the Tax Landscape for Foreign Businesses Operating in the U.S.
May 2, 2013 • CPE • Download
This teleconference will give tax advisors and federal tax professionals a detailed review of the branch profits tax, reported on Form 1120F. The panel will also cover other tax issues imposed on inbound activities of foreign businesses that are involved in a U.S. trade or business.
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Final FATCA Regulations: Implications for U.S. Taxpayers
Leveraging Benefits for Taxpayers Holding Assets in Offshore Financial Institutions or Oth...
March 28, 2013 • CPE • Download
This teleconference will give tax advisors and corporate federal tax professionals a detailed review of the final IRS Foreign Account Tax Compliance Act (FATCA) regulations issued in January and how they affect preparation of Form 8938.
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Sales Tax Audits in the Era of Digital Documentation
Preparing for a Computer-Based Review Involving Electronic Invoices, Bills of Lading, Etc.
January 31, 2013 • CPE • Download
This teleconference will familiarize tax professionals with common aspects of, and trends in, state electronic sales tax audits. The panel will discuss the practical issues that corporate taxpayers must consider as a full or partial e-audit approaches.
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Outbound Transactions and U.S. Federal Tax
Tackling Compliance Challenges for U.S. Companies With Foreign-Based Income or Business Re...
January 15, 2013 • CPE • Download
This teleconference will give corporate tax professionals and advisors a review of essential federal tax issues affecting outbound transactions and explore difficult aspects that frequently arise in preparing related IRS forms.
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Inbound Transactions and Federal Tax: Compliance Issues With 1120-F, 8833 and Other Forms
Tackling Protective 1120-Fs, Calculation of ECI and FDAP, Exemptions and Other Challenges
December 5, 2012 • CPE • Download
This program qualifies for CPE and CFP continuing education credits.
This teleconference will provide advisors and tax professionals with a review of the essential aspects of taxable income in the U.S. for foreign taxpayers, and explore complications that often arise in preparing the related IRS fo...
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Sales Tax Attributional Nexus: Latest Developments Affecting Multi-State Companies
Adjusting Tax Compliance Given New Laws, Rules and Policies on Click-Through Agreements, R...
October 25, 2012 • CPE • Download
This teleconference will bring tax professionals up to date on the latest legislative, regulatory and judicial events affecting attributional sales tax nexus standards for multi-state companies, ranging from online affiliates to those who can be regarded as a company's in-state representative.
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Form 8903 Compliance
Challenges in Making Accurate Determinations and Calculations for the Domestic Production...
October 11, 2012 • CPE • Download
This teleconference will prepare corporate tax professionals to handle the most difficult aspects of calculating and claiming the Sect. 199 domestic production activities deduction on Form 8903.
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Economic Nexus and State Income Taxes: Responding to Latest Developments
Avoiding Traps Triggered by Royalty Income, Support Activities, Excess Sales and Other Ind...
September 13, 2012 • CPE • Download
This teleconference will provide tax professionals with a review of the latest important developments in court actions, legislation and regulations affecting state economic nexus standards and the practical impact on multi-state corporate income tax compliance.
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Advanced VAT Issues for U.S. Corporate Tax Departments
Meeting Challenges With Accounting Systems, Refund Timing, Tax on Warranty Contracts and M...
September 6, 2012 • CPE • Download
This teleconference will provide tax managers a review of a discrete list of the higher-complexity VAT issues for U.S. companies in common tax administration and business activities. The panel will discuss internal company matters and relationships with taxing authorities and explore possible respon...
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Mastering Form 8937 and Section 6045B: An Ongoing Obligation
Complying With Reporting Requirements Arising From Activities Affecting Tax Basis of Secur...
July 12, 2012 • CPE • Download
This teleconference will give tax professionals and advisors a stronger grip on the calculation and reporting requirements associated with Form 8937 and the benefits of others' filings and reporting to date.
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Revised Federal Forms 940, 941 and W-9 and Interactions With SUTA Forms
Unemployment and Employment Tax Update and Compliance Lessons
May 31, 2012 • CPE • Download
This teleconference will provide tax professionals with a review of the latest changes to forms and instructions for federal unemployment and employment taxes. The panel will explore the relationship between FUTA and state unemployment taxes, and relate experiences from recent filings of revised for...
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Michigan's Corporate Income Tax: Latest Developments
Navigating the Latest Transitional Legislation and Administrative Guidance
May 8, 2012 • CPE • Download
This teleconference will analyze the legal and regulatory guidance to date on Michigan's new corporate income tax, providing tax executives and advisors with a much-needed current awareness briefing to anticipate issues for their companies.
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New Foreign Tax Credit and FTC Splitting Regulations
Mastering Section 909 and 901 Rules to Maximize Efficiencies in Complex FTC Planning
May 3, 2012 • CLE, CPE • Download
This teleconference will provide tax professionals with a review of the temporary Sect. 909 and final Sect. 901 regulations involving foreign tax credits and foreign taxpayers. The panel will explore how the regs affect U.S. corporate taxpayers' compliance and planning in a variety of FTC structures...
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Cost Segregation Studies: Best Practices
Reclassifying Business Personal Property to Achieve Income and Property Tax Benefits
April 5, 2012 • CPE • Download
This teleconference will review best practices and commonly followed standards in conducting a cost segregation study as performed by corporate tax professionals and advisors handling both income and property taxes.
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Exemption Certificate Management in Sales Tax Compliance
Sharpening Your Company's Approach to Verifying, Storing and Retrieving Certificates
March 29, 2012 • CPE • Download
This teleconference will provide tax executives with best practices and new approaches to more efficiently and effectively manage exemption and resale certificates.
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Apportioning Service Revenue in Corporate Tax Compliance
Navigating the Latest State Laws and Regulations
March 15, 2012 • CLE, CPE • Download
This teleconference will provide tax executives a detailed briefing on the most recent state legislative, regulatory and court developments affecting multi-state companies' apportionment of revenue from service sales. The panel will offer compliance strategies on decoding and adjusting to these deve...
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State Corporate Income Tax Audits: Preparing the Case
Anticipating Critical Planning and Documentation Demands for State Examinations
February 16, 2012 • CPE • Download
This teleconference will provide corporate tax managers with new tactics for managing the income tax audit process from the receipt of an audit notice to the conclusion of the exam.
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Challenging a Business Personal Property Assessment
Strategies for Reducing Your Company's Valuation and Property Tax Bill
January 26, 2012 • CLE, CPE • Download
This teleconference will provide tax professionals with best practices for preparing a solid case to lower a proposed assessed value of inventory, machinery and equipment, furnishings, and other personal property, based on principles that will apply regardless of the jurisdiction.
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Unclaimed Property Audit Strategies: Responding to Latest Developments
Sharpening Compliance and Planning as States Aggressively Pursue Additional Revenue
January 12, 2012 • CPE • Download
This teleconference will provide tax executives and advisors with an overview of the growing risk of unclaimed property audits. The panel will provide insights to sharpen compliance and audit planning and conduct in this area.
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Heightened IRS Scrutiny on Worker Misclassification and Tax Compliance
Preparing for Federal and State Information Sharing; Evaluating Risks and Benefits of the...
December 1, 2011 • CPE • Download
This teleconference will provide corporate tax executives with a framework to evaluate the potential risks and benefits of the information-sharing and enforcement cooperation between the IRS, Department of Labor and the states and outline best practices for worker classification and payroll tax comp...
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Sales and Use Tax Audit Strategies
Anticipating Auditor Requirements for Documentation, Samples, Nexus and More
October 20, 2011 • CPE • Download
This teleconference will provide tax executives at multi-state companies with new perspectives, approaches and tactics to fortify audit preparation when managing several sales and use tax audits at a time.
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Single-Sales Apportionment: Crafting a Multi-State Strategy
Meeting Tax Compliance and Planning Demands Amid Significant Changes in Sales Weighting
October 6, 2011 • CLE, CPE • Download
This teleconference will provide tax professionals with a thorough briefing on the current status of single-sales or heavier-weighted-sales apportionment throughout the states. The panel will explore the ramifications of each method for businesses and outline effective alternative tax planning strat...
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Form 941: Compliance Challenges and Intensified IRS Audits
Avoiding Errors That Trigger Costly Penalties and Documenting a Solid Case for Examiners
September 27, 2011 • CPE • Download
This teleconference will help tax executives and advisors anticipate pitfalls and sharpen data-gathering, compliance and reporting with federal employment taxes and prepare for the next IRS audit focused on Form 941.
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Canadian Sales Tax Audits: Preparation Strategies
Getting Ready for Tougher GST, PST and HST Examinations
September 15, 2011 • CPE • Download
This teleconference will provide tax executives with fresh insights into the practical realities of Canadian federal GST/HST and PST audits. The panel will outline new alternatives to consider in crafting a comprehensive strategy to managing the audit process from the taxpayer perspective.
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Mastering the Sales Comparison Approach in Property Valuations
Making Relevant Comparisons and Defensible Adjustments to Argue an Effective Case to Asses...
September 14, 2011 • CPE • Download
This teleconference will prepare tax executives and advisors to evaluate the potential use of the sales comparison approach in a business personal or real property valuation and to present an effective analysis to a jurisdiction's assessors.
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Sales Tax on Information Services: Navigating Aggressive State Policies
Understanding Taxable Features of a Database or Service for Multi-State Compliance
August 11, 2011 • CPE • Download
This teleconference will explore common state approaches and latest developments in sales taxation of information services. The panel will discuss the differing rationales, potential tax exemptions, and possible pitfalls for buyers and sellers of information-based services.
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Bonus Depreciation: Making Informed Decisions About Upcoming Capital Investments
Mastering the Latest Guidance and Navigating the Complexities of the Qualifying Rules
August 9, 2011 • CPE • Download
This teleconference will explain the federal rules and guidance for 100% bonus depreciation, review the landscape of state matches or decouplings, and discuss potential tax advantages and pitfalls in upcoming corporate investment decisions.
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Federal Consolidated Return Regulations for Corporate Taxpayers
Mastering Complex Rules and Guidance to Ensure Ongoing Compliance
May 19, 2011 • CLE, CPE • Download
This teleconference will prepare corporate tax professionals to comply fully with the federal consolidated return rules and provide a thorough update on recent statutory and regulatory changes. The panel will offer lessons based on filing experiences and outline best practices to ensure compliance n...
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IRS Alternative Dispute Resolution Strategies
Evaluating and Leveraging ADR Options in Tax Disputes
March 24, 2011 • CLE, CPE • Download
This teleconference will prepare tax executives and advisors to utilize the IRS alternative dispute resolution (ADR) programs and to evaluate its potential to leverage a successful resolution of a disputed federal tax item from the taxpayer's perspective.
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Tier I Audit Issues: Current IRS Priorities, Policies and Procedures
Preparing for the Latest IRS Approach to Examination and Enforcement
January 13, 2011 • CPE • Download
This teleconference will prepare U.S. corporate taxpayers and advisors for the procedural realities of IRS Tier I examinations based on recent audits, IRS staff involvement, and announced changes in Tier I issues.
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Form 1099: Preparing for Significant New Reporting Demands
Meeting Challenges with Broader 1099-MISC Reporting, New 1099-K and Other Changes
December 16, 2010 • CPE • Download
This webinar will provide tax executives and advisors with a review of important changes in the federal Form 1099 program, including expansions in Form 1099-MISC filing, the new 1099-K, and the updated Form 1099-C.
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Legal Entity Restructuring: State Tax Implications
Analyzing Liquidation and Conversion Options to Achieve Tax Benefits
November 18, 2010 • CLE, CPE • Download
This webinar will provide tax executives and advisors with an analysis of the steps for leading a review of a company's business entities, focused on minimizing state taxes without undercutting the company's operations.
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80/20 Companies and Foreign-Source Income: State Treatment
Navigating States' Tests for Shielding Income and Claiming Deductions
October 21, 2010 • CLE, CPE • Download
This CLE webinar will update tax professionals and advisors on the current treatment of foreign-source income and dividends, including 80/20 structures, by state legislatures, revenue agencies and courts.
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U.S.-Canada Cross Border Corporate Tax Challenges
Planning and Compliance Strategies Given Latest Guidance and Regulation Changes
October 6, 2010 • CLE, CPE • Download
This CLE webinar will provide tax professionals with a review, by an experienced panel of Canadian tax advisors, of recent and emerging corporate tax developments for U.S. companies. The panel will outline areas where compliance and planning must be adjusted.
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Corporate Income Tax: Compiling and Maintaining Audit Files
Strategies for Preparing an Effective Record for Federal and State Exams
August 17, 2010 • CPE • Download
This webinar will prepare your company tax department to develop a refined, well-planned approach to strategizing and executing an audit file for both state and federal income tax audits.
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State Tax Process Reviews
Strategies to Identify Gaps in Your Company's Multi-State Compliance Efforts
July 20, 2010 • CPE • Download
This webinar will explain the key success-drivers in an effective state tax process review, preparing you to better coordinate your company's next review.
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New HIRE Act Tax Breaks for Employers
Complying with the Qualification and Documentation Rules for Hiring Unemployed Workers
June 3, 2010 • CLE, CPE • Download
This CLE webinar will provide tax executives and advisors with guidance on meeting the HIRE Act tax incentive compliance and documentation requirements, weighing the HIRE Act benefits against those offered by Work Opportunity Tax Credits (WOTC), and working with other company departments to plan an...
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Reporting Uncertain Tax Positions: Implications of the New IRS Return Schedule
Preparing for New Transparency Demands and Managing Disclosure Risks
May 6, 2010 • CLE, CPE • Download
This CLE webinar will prepare corporate tax professionals to comply with coming IRS policy on reporting uncertain tax positions and give insights into how to calculate maximum tax liability and describe each reserved position. The panel will also explain the potential risks to previously protected w...
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Streamlining Sales Tax Audits
Leveraging Software and E-Records to Develop Reports That Expedite Audits
April 29, 2010 • CLE, CPE • Download
This CLE webinar will enable corporate sales tax specialists to make strategic use of existing software to create targeted reports that anticipate auditors' data interests and needs--and that contribute to an efficient, less time-intensive audit.
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Passive Foreign Investment Company Tax Regulations
Navigating Complex Tax Features of Foreign Investments Absent Clear IRS Guidance
April 8, 2010 • CLE, CPE • Download
This CLE webinar will update tax executives dealing with passive foreign investment companies on the material terms of applicable IRS regulations and guidance, how to deal with ambiguous areas of the regulations, and to navigate common tax planning and compliance challenges with PFICs.
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Canadian Sales Tax Compliance Challenges for U.S. Companies
Mastering New Provincial Harmonized Sales Taxes, Nexus Standards, and Other Critical Topic...
March 31, 2010 • CLE, CPE • Download
This CLE webinar will provide tax advisors to U.S. companies conducting business in Canada with the latest updates and insights into important sales tax-related developments in Canada. Experienced Canadian tax advisors will outline recommendations for sharpening your company's tax compliance and aud...
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Subpart F Rules on Taxation of Controlled Foreign Corporations
Navigating the Complexities in Tax Planning for Multinational Companies
March 9, 2010 • CLE, CPE • CLE On-Demand, Download
This CLE webinar will prepare counsel and advisors to multi-national companies to meet the requirements of the current Subpart F rules governing the taxation of controlled foreign corporations. The panel will review recent enforcement developments and discuss key tax planning strategies.
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Tax Amnesties: Evaluating the Latest State Offers
Analyzing Penalty, Interest, Lookback and Other Terms Amid States' Expanding Nexus Policie...
February 11, 2010 • CPE • Download
This webinar will examine the pros and cons of general state tax amnesties for multi-state business taxpayers, both in the context of an overall tax planning strategy and by analyzing the terms of individual states' upcoming amnesties.
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New Mexican Tax Reform: Cross Border Tax Ramifications
Planning and Compliance Strategies for Consolidated Group Recapture Items and Rate Increas...
February 4, 2010 • CLE, CPE • Download
This CLE webinar will update U.S. corporate tax professionals on the meaningful aspects of the latest Mexican tax reform legislation. The panel will provide the tools to ensure accurate compliance and minimize tax liability through effective planning.
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Sales and Use Tax Audits: Effective Records Management Under Conflicting State Demands
Best Practices For Retaining, Administering and Producing Required Records
October 15, 2009 • CPE • Download
This seminar will provide corporate sales and use tax professionals with best practices for efficient administration of key records before an audit and producing them during audit. The panel will address effective procedures and controls to meet conflicting state requirements for documentation submi...
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Sales and Use Tax Software: Comparing the Leading Platforms
Candid Evaluations for Your Next Investment in a Compliance System
September 29, 2009 • CPE • Download
This seminar will provide sales tax managers and their staffs with clear guidance and experienced perspectives to evaluate your compliance software needs, choose the right platform to meet your needs, and avoid wasting time and money on dead-ends.
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Sect. 199 Domestic Production Activities Deduction
Managing Ongoing Compliance Challenges With the Key Federal Tax Incentive
September 17, 2009 • CPE • Download
This seminar will identify a discrete list of widespread, ongoing challenges involving claims for the federal Sect. 199 domestic production activities deduction. The panel of federal tax advisors will outline alternative approaches on more efficient compliance in those areas.
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IRS Issue Tiering: New Audit Strategies for Corporate Taxpayers
Proactive Steps to Withstand IRS Scrutiny of Priority Issues and Target Industries
August 19, 2009 • CLE, CPE • Download
This seminar will review the terms of all three IRS issue tiers, discuss how audits involving each tier are now being conducted, and outline best practices to improve a company's audit planning under the tier system.
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Revised Federal Forms 1120 and 1065: Meeting the New IRS Demands
Compliance Strategies for Obtaining and Reporting Detailed Ownership Information
August 12, 2009 • CLE, CPE • Download
This seminar will bring corporate tax staff and their advisors up to date on the new requirements for Form 1120 and Form 1065, review the compliance challenges facing businesses, and outline steps to fine tune compliance efforts.
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Corporate Income Tax Software: Comparing the Leading Platforms
Real World Evaluations for Your Next Investment in a Compliance System
August 5, 2009 • CPE • Download
This seminar will offer corporate tax professionals real world perspectives on how the leading corporate income tax software platforms perform in a tax compliance setting, and how to leverage the benefits of a particular program for your tax department's needs.
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Mastering the Revised Federal Schedule M-3
Identifying and Reporting Data for Full Compliance
July 22, 2009 • CLE, CPE • Download
This seminar will demystify the latest version of Schedule M-3 to guide tax staff in overcoming the challenges presented, and developing strategies to streamline and fine tune tax compliance.
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California Franchise and Sales Tax Update: Critical New Developments
Adapting Compliance and Tax Planning to Latest Requirements
June 17, 2009 • CLE, CPE • Download
This seminar will offer a thorough review of key details of finalized and proposed changes involving California sales and use, corporation franchise and income tax compliance for tax specialists at companies with tax obligations in California.
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Managing Sales Tax Audits - The Auditors Speak
State Revenue Officials Share Insights for Removing the Agony From Audits
June 10, 2009 • CPE • Download
This seminar will provide corporate sales tax specialists insights into and perspectives from state auditors about their requirements and preferences for managing sales and use tax audits.
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New U.S.-Mexico Cross Border Corporate Tax Challenges
Planning and Compliance Strategies After the Latest Mexican Tax Reforms
June 3, 2009 • CPE • Download
This seminar will update U.S. corporate tax professionals with the latest developments in U.S.-Mexico cross-border tax compliance. The panel will provide the tools to ensure accurate compliance and minimize tax liability through effective planning.
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Federal Research Tax Credit: Maximizing Your Company's Tax Savings
Tax Court's Union Carbide Decision Creates New Opportunities, New Limitations
May 26, 2009 • CLE, CPE • Download
This seminar will analyze the Tax Court's Union Carbide decision, particularly emphasizing its impact on businesses' processes for documenting and qualifying expenditures for the federal research tax credit. The panel will also explain and offer their perspectives on recent IRS guidance on the resea...
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Cross Border Ownership Structures Under Heightened IRS Scrutiny
Mastering the Compliance Challenges of Forms 1120-F, 5471, 5472 and 926
April 29, 2009 • CPE • Download
This seminar will review recent changes to federal regulations and applicable IRS guidance for corporate tax executives and accounting advisors to ensure complete and accurate reporting of foreign ownership structures on forms 1120-F, 5471, 5472 and 926.
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Minimizing Your Business Property Tax Bills
Proven Strategies for Challenging Real and Personal Property Valuations
April 22, 2009 • CLE, CPE • Download
This seminar will offer proven strategies for developing proposals for favorable real and business personal property assessments and for appealing a high valuation and costly tax bill.
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New U.S.–Canada Cross Border Corporate Tax Challenges
Planning and Compliance Strategies After New Laws and Regulations
March 18, 2009 • CLE, CPE
This seminar will present an experienced panel of U.S. and Canadian tax advisors discussing their insights and strategies to deal with recent and emerging corporate tax developments for companies operating on both sides of the border.
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