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Death of a Partner or Shareholder: Tax Implications and Planning Opportunities
February 20, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will discuss the impact of an owner's death on flow-through entities. Our panel of elite federal tax advisers will cover tax issues associated with the loss of a member or shareholder, including planning strategies for transferring and disposing of the deceased's interest. Read More

Intro to 1031-Exchange Rules for Real Estate Transactions: Identifying Property, Required...
February 20, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will provide an overview of Section 1031 like-kind exchange rules and guide counsel through the complicated transactional process of real property exchanges. The panel will provide an overview of the components of like-kind exchanges, what property qualifies for like-kind exchanges, the... Read More

Applying Waterfall Allocations: Calculating Standard and Complex Layered and Target Alloca...
February 24, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will provide partnership tax practitioners with the tools necessary to interpret and allocate waterfall provisions in partnership operating agreements. This webinar will review the two leading partnership allocation methods used by draftspersons when drafting partnership agreements, and... Read More

Ethical Implications of AI in Tax and Accounting Practices: Identifying Risks, Implementin...
February 24, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will examine the ethical implications of utilizing artificial intelligence (AI) for tax and accounting services. Our panel of ethics experts will discuss how AI is used to improve workflow and how this usage creates ethical concerns that practitioners must prepare for now. Read More

New Proposed PTEP Regulations: Maintaining Shareholder Accounts, Tracking Basis Adjustment...
February 25, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will review the key components of the new proposed PTEP (previously taxed earnings and profits) regulations for CFCs, international shareholders, and multinational entities. Our panel of astute international tax experts will address the updates made to Sections 959 and 961 and point out... Read More

Cryptocurrency Tax Compliance: Tax Filing Requirements, Managing IRS Examinations
Tax Treatment of Digital Currency, Exchange Transactions, Investments, Drop...
February 25, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide tax counsel, accountants, and other advisers with a critical look at IRS enforcement actions on taxpayer compliance and reporting obligations for cryptocurrency transactions. The panel will discuss the IRS' position on the tax treatment of cryptocurrency, analyze IRS... Read More

Estate Planning for Resident and Nonresident Aliens
Navigating Estate, Gift, and GST Tax Rules; Leveraging Estate and Lifetime...
February 25, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will focus on counsel's and tax advisers' challenges in estate planning for resident and nonresident aliens, focusing on relevant tax rules and potential estate planning pitfalls and opportunities. The panel will outline and analyze hypothetical estate planning scenarios for both... Read More

Executive Compensation Tax Issues in M&A Transactions: Avoiding Tax Pitfalls of Deal Struc...
Equity-Based Compensation, Deferred Compensation, IRC Section 280G, and Oth...
February 25, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide an in-depth analysis of the tax implications of executive and employee compensation in the context of mergers, acquisitions, and sales of a business or business unit. The panel will discuss the implications of various types of transactions on equity-based awards, def... Read More

Calculating Estate Tax Portability Exclusion Amount: Filing Form 706, Rev Proc 2022-32 and...
February 26, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will provide tax advisers with a comprehensive guide to the computation and reporting of the deceased spouse's unused exemption (DSUE). The panel will explain when portability should be elected and demonstrate the calculation to show the DSUE amount transferred from the deceased spouse t... Read More

Tax Reporting of Cryptocurrency and Current Enforcement Trends
February 26, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will provide tax advisers and tax compliance professionals with a practical look at IRS guidance on calculating and reporting gain on cryptocurrency-related transactions as well as current trends in tax reporting and enforcement. Read More

Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift...
February 27, 2025 CLE, CPE Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide an analysis of mechanisms and key considerations for utilizing various trusts, family limited partnerships, charitable giving vehicles, and other techniques aimed toward providing effective estate planning and asset protection. Read More

Business vs. Nonbusiness Income: When to Allocate and When to Apportion
UDITPA Standards, Transactional and Functional Tests for Income Characteriz...
February 27, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will provide SALT tax advisers 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 distinctions between business income which must be apportioned and allo... Read More

Navigating the IRS Penalty Abatement Procedures for Foreign Information Reporting Noncompl...
Requesting Penalty Abatements for Failure to File Forms 5471, 5472, FATCA,...
February 28, 2025 CLE, CPE Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide tax attorneys and accountants with a detailed discussion of best practices for requesting relief from IRS penalties as a result of failing to timely file required international information forms such as Forms 5471, 5472, 3520, 3520-8858, 8865, 926, and the FBAR. The... Read More

Real Estate Tax Elections: Grouping, Real Estate Professional, Routine Maintenance, Sectio...
February 28, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will provide an overview of elections that should be considered for real estate investors, rental properties, and entities holding real property. Our panel of real estate strategists will convey when tax professionals should consider each election and provide examples of their applicati... Read More

Navigating Tax Court: Filing a Tax Court Petition, Burden of Proof, Discovery, Avenues for...
Utilizing Tax Court to Resolve Taxpayer Disputes
March 4, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will guide tax professionals through the Tax Court process. Our panel of federal tax controversy and litigation experts will disclose the criteria for filing a Tax Court petition, the steps in the Tax Court process, and the imperative deadlines taxpayers must meet to successfully resolv... Read More

Partnership Tax Planning Issues When Raising Capital and Exchanging Debt for Equity
March 4, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide tax counsel and advisers with advanced guidance on navigating partnership tax planning issues when raising capital and exchanging debt for equity. The panelist will discuss critical tax considerations in issuing new equity in exchange for funding and tax consequence... Read More

Required Documentation for Compilation, Review, and Audit Engagements
Meeting SAS and SARS Guidelines Without Over-Auditing, Avoiding Peer Review...
March 5, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will assist financial statement preparers with meeting the documentation requirements for audited, reviewed, and compiled financial statements. Our panel of financial reporting veterans will discuss the applicable documentation requirements for various types of engagements, explain how... Read More

Employee Benefit Plan Audit Peer Reviews
Preparing for Risk Assessment, Control Document Inspection, and Other Peer...
March 6, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will help auditors identify issues frequently arising in peer review audits of employee benefit plans and offer best practices to address potential problems and work with reviewers. Read More

2025 IRS Enforcement Update: Key Areas of Focus for Examinations, Audits, and Criminal Cas...
Abusive Tax Avoidance Transactions, Crypto-Related Audits, Digital Asset Ca...
March 6, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide guidance to tax professionals on the 2025 IRS enforcement initiatives and key issues for taxpayers. The panel will discuss recent IRS investigations, abusive tax avoidance transactions, increased crypto-related audits, digital asset cases, transfer pricing, and exam... Read More

Taxation of Influencers and Name Image Likeness (NIL) Arrangements
March 7, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will explore the tax implications of the income and expenses incurred by influencers and name, image, and likeness (NIL) agreements. Our panel of veteran tax experts will review the types of income received and expenses incurred by these individuals and discuss the tax consequences of e... Read More

IRS Final Regulations Addressing Partnership Recourse Liability and Related Party Rules
March 11, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide tax counsel and advisers with a thorough analysis of recently issued IRS final regulations addressing partnership recourse liability and related party rules. The panel will discuss key provisions of the final regulations and provide a practical guide to the challeng... Read More

Navigating Federal Tax Litigation and Appeals: Recent Cases, Administrative Processes, Str...
March 18, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide tax counsel and advisers guidance on the best practices to resolve federal tax controversies. The panelists also discuss the impact of recent tax cases, navigating administrative appeals procedures, and recent IRS enforcement initiatives. The panelists will also dis... Read More

Estate Planning and Foreign Charitable Gifting: U.S. Tax Rules for Transfers and Gifts Dir...
Income, Estate, and Gift Tax Deduction Rules; Domestic Charities Making Gra...
March 18, 2025 CLE, CPE Live Webinar
This program is included with the Strafford CLE 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 CLE webinar will provide trust and estates counsel guidance on applicable rules regarding income, estate, and gift tax deductions for trusts and estates when making grants or other transfers to foreign charities. The panel will discuss income tax deduction rules under Secs. 170 and 642(c), the... Read More

Maximizing Qualified Retirement Plan Contributions for Business Owners
March 20, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will discuss retirement plan options for owners of limited liability companies, partnerships, C corporations, S corporations, sole proprietors, and other businesses. Our panel of qualified plan experts will reveal strategies to substantially increase owner contributions, minimize staff c... Read More

Partnership Distribution Rules and Exceptions: Key Issues for Tax Counsel, Planning Strate...
March 20, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide tax professionals guidance on navigating the partnership distribution rules and available exceptions. The panel will analyze a variety of partnership transactions focused on the tax consequences associated with them, key provisions under current tax law, guaranteed... Read More

New ACA Compliance, Reporting, and Penalty Rules: Avoiding IRS Audits and Penalties, Best...
March 20, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE course will provide guidance to employee benefits counsel on effective methods to comply with Section 4980H of the Affordable Care Act (ACA) and new penalty rules provided under the Employer Reporting Improvement Act (ERIA) and the Paperwork Burden Reduction Act (PBA). The panel will discus... Read More

IC DISC vs. FDII Tax Incentives: Structuring and Planning Techniques to Maximize Tax Savin...
March 21, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide tax counsel and advisers with guidance on Interest-Charge Domestic International Sales Corporation (IC-DISC) and Foreign-Derived Intangible Income (FDII) tax incentives and planning strategies to maximize these powerful tax benefits. The panel will discuss the IC-DI... Read More

Partnership Allocations of Rehabilitation, New Market, and Other Tax Credits: Navigating C...
March 26, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide tax counsel with a comprehensive guide to provisions allocating tax credits within a partnership agreement. The panel will discuss what criteria to evaluate in determining whether any tax credit allocation will be respected and go into detail on provisions for alloca... Read More

IRS Final Regulations for Syndicated Conservation Easements: Impact on Structuring and Def...
March 27, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide tax counsel and advisers guidance on critical tax issues concerning conservation easement transactions in light of IRS final regulations. The panel will discuss critical elements of the IRS final regulations and the impact on conservation easement transactions, addre... Read More

Taxation of Digital Asset Transactions Under Current Tax Law: Cash Transactions, Reporting...
April 3, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will provide tax counsel and advisers with a detailed analysis of the taxation of digital asset transactions under current tax law. The panel will discuss the impact of applicable IRS tax rules and recent regulations, sourcing of income rules and challenges, issues presented by... Read More

Estate Planning for Retirement Benefits: IRS Final Regs, 10-Year Rule for IRAs, RMDs, Plan...
Changes under SECURE Act, SECURE 2.0, and Recent Regulations; New Distribut...
April 3, 2025 CLE, CPE Webinar
This program is included with the Strafford CLE 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 CLE/CPE webinar will guide trust and estate counsel on the complexities in estate planning in light of IRS final regulations regarding inherited individual retirement accounts (IRAs), required minimum distribution (RMDs), and trusts receiving retirement benefits. The panel will discuss key prov... Read More

Advanced Tax Strategies in Structuring Private Equity and Real Estate Investment Funds: Ba...
April 9, 2025 CLE, CPE Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide tax counsel and advisers with advanced guidance on structuring private equity and real estate investment funds. The panel will discuss critical considerations under current tax law and address fund manager and fund investor issues. Read More

UBTI and UBIT for Exempt Organizations: Mastering Form 990-T, Siloing Unrelated Activities...
April 17, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will give nonprofit tax professionals and advisers a good look at the rules governing unrelated business income tax. The webinar will focus on guidelines for determining whether income is unrelated business taxable income (UBTI), how separate business lines are determined under the regul... Read More

Form 1041 Schedule D: Reporting Capital Gains for Trusts and Estates
Beneficiary Allocations, Loss Limitations, DNI, Tax Computation Using Maxim...
April 21, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This course will provide tax advisers with a thorough and practical guide to reporting trust capital gains income on Schedule D of Form 1041. The panel will demonstrate calculating and allocating capital gains and losses to beneficiaries, explain the distributable net income (DNI) rules of IRC 643(a... Read More

Audits of Pooled Employer Plans (PEPs): SECURE Act's New Flexible Retirement Plan
Documentation, Testing, and Design Considerations; Efficiency and Pricing
April 24, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will explain pooled employer plans (PEPs) for businesses and accountants considering implementing or recommending this new flexible retirement plan option. Our panel of seasoned retirement plan auditors will cover eligibility requirements for PEPs, design considerations, and differences... Read More

Medicaid Asset Protection Trusts: Technical Overview and Tax Considerations
State Specific Eligibility, Transferring Assets, Basis Step-Up at Death
April 25, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This webinar will explain the tax treatment of Medicaid Asset Protection Trusts (MAPTs) and how they are used to protect taxpayers' wealth. Our panel of trust and estate specialists will review common state guidelines for Medicaid eligibility, discuss the grantor trust reporting and taxation rules,... Read More

Section 751(a) & Updated Form 8308: Sales of Partnership interests & Character of Gain
April 30, 2025 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 review the definition of a Section 751(a) exchange and cover the complexities of completing the recently updated Form 8308, Report Sale of Exchange of Certain Partnership Interests. Our panel of partnership tax and federal income tax reporting veterans will explain which partnershi... Read More

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjust...
May 1, 2025 CLE, CPE Live Webinar
This program is included with the Strafford CLE 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 CLE/CPE course will provide estate planning counsel with a comprehensive and practical guide to structuring defined value formula clauses to avoid gift tax consequences on asset transfers. The panelist will provide specific guidance on making formula allocations to withstand IRS scrutiny, ident... Read More

Preparing Revised Form 6765 for the R&D Credit: Completing New Sections E, F, and G, Withs...
June 4, 2025 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 update practitioners on the extensive changes made to Form 6765, Credit for Increasing Research Activities, effective primarily in 2024, with some reporting requirements delayed until 2025. Our notable panel of federal tax credit specialists will offer advice for meeting the comple... Read More