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Determining U.S. Shareholder and CFC Status
Defining U.S. Shareholders and CFCs; Direct, Indirect and Constructive Owne...
May 16, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will analyze the rules for determining U.S. shareholder and controlled foreign corporation (CFC) status, including determining direct, indirect, and constructive ownership. Our panel of knowledgeable global tax veterans will provide real world examples that walk international practition... Read More

Complex Waterfall Structures: Identifying, Allocating, and Reporting Preferred Returns, Cl...
May 16, 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 go beyond reporting basic waterfall allocations. Our panel of veteran partnership professionals will point out complex waterfall language in operating agreements, review preferred returns and clawback provisions, and tackle target issues, including target returns with guaranteed pa... Read More

Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift...
May 19, 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.
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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

Navigating IRS Scrutiny of R&D Tax Credits: Qualified Research Activity, Expenses, Researc...
May 20, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE/CPE webinar will guide tax professionals and advisers on navigating IRS scrutiny and challenges to the R&D tax credit for small and large businesses and international taxpayers. The panel will discuss the recent IRS crackdown on documentation of research credit claims, managing IRS audits,... Read More

Tax Issues of Auto Dealerships: Floor Plan Financing, 163(j) Limitations, Clean Vehicle an...
May 20, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will discuss tax matters of automobile dealerships for sellers and tax advisers working with these companies. Our panel of federal income tax veterans will identify these issues and offer advice to maximize tax savings for these sellers. Read More

ASU 2023-09 & ASC 740: New Income Tax Disclosures, Rate Reconciliation and Income Taxes Pa...
May 22, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will address the recent Accounting Standards Update, ASU 2023-09. Our panel of accounting and assurance veterans will explain the new income tax disclosure requirements and provide comprehensive examples using real world scenarios of its application. Read More

Federal and State Tax Residency Issues: Navigating IRS Examination Guidance, State Regulat...
May 22, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE/CPE webinar will provide tax professionals guidance on key federal and state tax residency rules and planning considerations for taxpayers. The panel will discuss the importance of both citizenship and residence in determining tax liabilities of individuals, challenges for remote workers, t... Read More

Covered Gifts and Bequests From Covered Expatriates: Final Section 2801 Regs
Defining Covered Expatriates, Covered Gifts and Covered Bequests, Indirect...
May 22, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will analyze the final regulations under Section 2801 for trust and estate professionals working with multinational taxpayers. Our panel of astute global tax professionals will discuss the requirements and definitions included in the final regulations and offer advice for handling antic... Read More

Identifying and Repairing Form 709 Gift Tax and GST Return Reporting Errors
Filing Corrective Returns, Reporting Prior Years' Unreported Gifts, Fixing...
May 23, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will provide tax advisers and compliance professionals with a practical guide to identifying and remedying gift tax reporting errors on IRS Form 709. The panel will discuss common and complex gift tax mistakes, including incorrect reporting of gift splitting and incorrect GST allocations... Read More

U.S. Tax Collections and Seizure of Foreign Assets: IRS Procedures, Tax Treaties, Key Issu...
May 27, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE/CPE webinar will provide tax professionals with a comprehensive and practical guide to navigating the process of responding to and challenging IRS collection actions, specifically as it relates to seizures of foreign assets and accounts. The panelist will discuss IRS procedures, detailing t... Read More

Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indi...
May 27, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will guide tax advisers to the U.S. reporting requirements for ownership of foreign disregarded entities (FDEs) on IRS Form 8858. The panel will offer section-by-section detail on completing Form 8858, discuss the interrelation between Form 8858 and other required international informati... Read More

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjust...
May 28, 2025 CLE, CPE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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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

IRS Foreign Tax Credit Regulations and Recent Guidance: Income-Sourcing Standard, Digital...
May 29, 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.
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This CLE/CPE webinar will provide tax professionals with an in-depth analysis of IRS foreign tax credit regulations and issued guidance. The panel will discuss income sourcing, foreign tax redeterminations and sourcing of inclusions under sections 951, 951A, and 1293. It will also address digital se... Read More

Marital Deduction Planning and Portability: Problem Areas for Spouses, Second Marriages, Q...
Key Issues, Drafting Considerations, Marital Deduction Formula Clauses, Fra...
May 29, 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.
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This CLE/CPE webinar will provide trusts and estates counsel and tax advisers guidance on key considerations for marital deduction planning and the impact of portability. The panel will discuss strategies and current problem areas in estate planning for spouses, QTIP trusts and elections, types of m... Read More

Ireland as a Destination for U.S. and UK Taxpayers: Tax Considerations
May 29, 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 address primary tax and immigration considerations for U.S. residents, UK non-doms, and doms considering relocating from their current country to Ireland. Our panel of astute global taxation and immigration advisers from the U.S., UK, and Ireland will discuss the relative taxes tha... Read More

Relief for Late S Corporation Elections: Revenue Procedures 2013-30 and 2022-19, Reasonabl...
May 30, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will explain the steps outlined in Revenue Procedure 2013-30 to facilitate granting S corporation status to businesses requesting late election relief, as well as the more recent Revenue Procedure 2022-19, which identifies a number of issues involving S corporations that may be resolved... Read More

State Individual Income Taxes on Nonresidents: Managing Inconsistent State Guidelines
Reciprocity Agreements, Convenience Rules, Credits and Reverse Credits, Rec...
May 30, 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.
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This webinar will provide an overview of the nonresident individual income tax filing and withholding laws in all 50 states. Our panel of state and local tax professionals will discuss nonresident individual income tax filing and withholding thresholds, reciprocity agreements, convenience rules, cre... Read More

Accounting Methods: Overview of Establishing, Implementing, and Changing Methods
Sec. 451 Revenue Recognition, Sec. 461 Taxable Year of Deduction, Sec. 267...
June 2, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will explain how accounting methods are adopted or changed, discuss avoiding frequently encountered missteps, and provide scenarios where accounting method choices can be used to lower overall tax liability. Read More

Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits and Form 8833
June 3, 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 course will provide tax advisers, professionals, and preparers with a solid overview and explanation of key income tax treaty provisions needed to determine whether their clients may take treaty-based return positions. The panel will discuss income tax treaties that exist between the U.S. and o... Read More

Tax Issues in Inbound and Outbound Transactions: Utilizing Partnerships to Maximize Tax Be...
Avoiding Landmines Under Current Tax Law, Deal Structures, Special Allocati...
June 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 course will guide tax counsel and professionals on tax challenges and opportunities in utilizing partnerships for inbound and outbound transactions. The panelist will discuss key provisions impacting inbound and outbound transactions under current U.S. tax law, effectively using partner... 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.
This program is included with the Strafford All-Access Pass. Click for more information.

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

Drafting IRA Beneficiary "See-Through" Trust Provisions
Meeting Complex IRS Rules to Qualify a Trust as a Conduit Trust or an Accum...
June 4, 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 detailed guidance on drafting "see-through" trusts that qualify as IRA beneficiaries under IRS regulations. The panel will explain provisions governing both "conduit trusts" and "accumulation trusts" and offer sample language for both tru... Read More

Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity a...
Strategies for Wealth Transfer and Asset Protection to Avoid Adverse Tax Co...
June 5, 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.
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This CLE/CPE course for estate planning counsel who advise private equity and hedge fund founders will discuss the estate planning opportunities presented by carried interest. The panel will outline how planners can help structure founders' transfers of carried interest to family members, dive into... Read More

Key Tax Provisions in LLC Operating Agreements: Interpreting Special Allocation, Safe Harb...
June 5, 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 course will review LLC operating agreements from the perspective of a tax professional. Our partnership veteran will explain how to identify the common language in arrangements for safe harbor provisions, deficit restoration obligations (DROs), qualified income offsets (QIOs), loss limitation p... Read More

Correcting Common Form 990 Errors: Identifying Audit Triggers and Remedying Prior Year Fil...
Penalty Abatements, Fixing Prohibited Transactions, Reconciling Related Org...
June 5, 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 course will provide advisers to nonprofit and exempt organizations with a practical guide to identifying, avoiding, and correcting the most common and complex errors in completing any form in the 990 series. The panel will focus on the mechanics of tax reporting, offer concrete examples of corr... Read More

U.S.-Switzerland Tax Planning and Traps to Avoid: Reporting Issues, Tax Treaties, Passive...
June 5, 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 with a practical guide into issues that arise in relation to the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Switzerland, as well as Swiss citizens with U.S. tax reporting obligations. T... Read More

Corporate Tax Developments: Tariffs and M&A, Relation Back Doctrine, Recent PLRs
June 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.
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This webinar will cover recent tax developments and the issues they create for U.S. and global companies. Our panel of international tax professionals will discuss the effect of tariffs on M&A, the origin of claim doctrine, and recent private letter rulings (PLRs), along with steps that businesses n... Read More

Transfer Pricing Arrangements: IRS and OECD Requirements, IRS Challenges, Impact of Tariff...
June 9, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will review the governing rules surrounding transfer pricing arrangements, including IRC Section 482 and OECD requirements. Our panel of notable international tax professionals will analyze the shifting landscape of these arrangements, considering the imposition of global tariffs and th... Read More

Active vs. Passive Status for Real Estate Activities: Material Participation Rules, Short-...
June 10, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will distinguish the levels of participation classifications for real estate activities and their respective tax consequences. Our panel of astute real estate advisers will distinguish active, passive, and material participation and the requirements for real estate professionals (REPs).... Read More

Pre-Immigration Estate and Gift Tax Planning: Foreign Assets, Reporting Requirements, Stra...
June 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.
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This CLE course will provide trusts and estates attorneys with a practical guide to pre-immigration estate planning tools and techniques. The panel will go beyond the basics to detail intricate strategies for minimizing income tax, including basis strategies for non-U.S. situs assets, structuring "d... Read More

Capital Gains Tax Planning for Real Estate Transactions: Tax Allocations, IRC 338 and 754...
June 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.
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This CLE/CPE webinar will provide tax counsel and advisers with a thorough and practical guide to structuring and tax planning strategies specifically for maximizing favorable capital gains tax treatment for real estate transactions. The panel will outline best practices for determining the purchasi... Read More

Tax Consequences of Stock Compensation: ISOs, NSOs, ESPPs, and RSUs
June 11, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will discuss the tax implications of incentive stock options (ISOs), non-qualified stock options, ESPPs, and restricted stock units (RSUs). Compensating employees with stock allows them to share in the success and appreciation of the company and align interests with shareholders. The typ... Read More

Estate Planning for IRAs and Qualified Plans: Trusts as Beneficiaries, Impact of SECURE 2....
June 11, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will address specific estate planning issues with IRAs and qualified plans. Our panel of estate, trust, and retirement planning professionals will cover utilizing trusts as IRA beneficiaries, naming beneficiaries, charitable remainder trusts, Roth conversions, and specific estate tax pl... Read More

Structuring Installment Sales to Intentionally Defective Trusts: Using Private Annuities a...
Transferring Appreciated Property Through Asset Sales and Installment Payme...
June 12, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE course will provide estate planning counsel and advisers with a comprehensive and practical guide to structuring asset sales to intentionally defective irrevocable trusts (IDITs). The panel will discuss promissory notes and private annuities in estate planning and will identify ideal scenar... Read More

Tax Issues for Cryptocurrency Investment Vehicles: U.S. Tax Law, Reporting, PTP Rules, ECI...
June 12, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE/CPE course will provide tax and other interested professionals with an in-depth analysis of key tax considerations and challenges for digital asset investment vehicles and hedge funds investing in cryptocurrency and other digital assets. The panel will discuss U.S. tax rules and obstacles f... Read More

Texas Sales and Use Taxes: Nexus Guidelines, Reporting and Registration, Current Audit Cam...
June 12, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will review current Texas state and use tax guidelines for resident and nonresident taxpayers. Our panel of knowledgeable state and local tax professionals will explain what constitutes nexus, registration and reporting requirements, and recent legislation for multistate taxpayers and t... Read More

Mastering Reporting of Publicly Traded Partnership and MLP K-1s on Partners' Returns
Navigating Footnotes and Tying Information to the 1040
June 16, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will provide tax advisers and professionals with tools and practical knowledge to reconcile complex Schedule K-1s for publicly traded partnerships (PTPs) and master limited partnerships (MLPs), using sample K-1 information from complex oil and gas partnership footnotes and disclosures a... Read More

SALT and Multinational Businesses: Analyzing State and Local Taxation of Foreign Company T...
June 16, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will discuss how state and local tax laws apply to foreign investment and ownership by United States businesses and individuals, with attention to the Tax Cuts and Jobs Act's repatriation tax, tax haven legislation, add-back statutes, apportionment, and constitutional limitations. It al... Read More

IC-DISC vs. FDII Tax Incentives: Eligibility and Filing Requirements, Utilizing Both to Ma...
June 17, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will review the components of IC-DISC and FDII tax saving regimes, including eligibility and filing requirements, and identify situations where a business qualifies for both tax incentives. Read More

Tax Planning and Reporting for Real Estate Investment Trusts
June 17, 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.
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This CLE/CPE webinar will provide tax counsel and advisers with an in-depth analysis of key tax considerations and related issues for real estate investment trusts (REITs). The panel will focus on the tax treatment of REITs, including their structure, organizational and operational limitations, and... Read More

State Taxation of Partnership Interest Sales: Recent Legislation, State Apportionment and...
June 18, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This webinar will analyze state rules for taxing partnership interest sales and explain the application of these diverse guidelines for multistate companies and their advisers. Our panel of SALT experts will explain how to identify who is selling the partnership, review business vs. nonbusiness inco... Read More

Purchase Price Allocations in Real Estate Transactions: Categorizing Assets, Minimizing Ta...
June 19, 2025 CPE, EA Live Webinar
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This webinar will discuss the key considerations when categorizing the purchase price of property by asset type. Our panel of income tax experts will review the types of gains, discuss methods for determining the fair market value of assets acquired or sold, and provide examples of purchase price al... Read More

International Tax Disputes: FBAR Violations, Form 3520, Excessive Fines, Accidental Americ...
Lessons Learned From Current and Notable Cases
June 20, 2025 CPE, EA Live Webinar
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This webinar will analyze the most recent and relevant court cases affecting international taxpayers. Our panel of foreign tax veterans will detail the status of recent and notable cases and offer insights for handling common international tax and compliance problems. Read More

Section 1202 for Pass-Through Entities: Partnership Investments in Qualifying Small Busine...
Partnership Allocations, Holding Rules, S Corporation Conversions, Transfer...
June 20, 2025 CPE Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will offer tax advisers and professionals a practical guide to the rules governing IRC Section 1202 qualified small business stock (QSBS) owned by pass-through entities. The webinar will detail the gain exclusion rules of Section 1202 and the types of business entities that qualify as QS... Read More

Disposing of a Foreign Disregarded Entity: Tax Challenges and Reporting Requirements
June 23, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will identify specific tax issues surrounding the sale of a foreign entity. Our panel of foreign tax veterans will explain steps that taxpayers can take to lessen the taxes paid when selling stock or assets held overseas, including critical elections. The panel will also review required,... Read More

Foreign Tax Credits for Individuals: Form 1116 Changes, Final Regulations
GILTI High-Tax Exception, Limitations and Calculations, Income Baskets, Car...
June 24, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will provide a practical guide to completing Form 1116 to claim foreign tax credits (FTCs) in the aftermath of recently released regulations and considering the addition of the new Schedules K-2 and K3 for pass-through entities. The panel will outline which foreign taxes are eligible for... Read More

U.S. Taxation of Foreign Individuals and Businesses: IRS Compliance and Enforcement
Impact of Tax Treaties, ECI vs. FDAP Income, Reporting Requirements, Exempt...
June 24, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE/CPE course will provide tax counsel and compliance professionals guidance on U.S. tax rules, reporting requirements, and available tax planning mechanisms for foreign individuals and businesses. The panel will offer approaches for determining taxpayer classification and engaging in U.S. tra... Read More

Family Partnerships: Navigating the Discounting Rules for Family-Controlled Entities
Lack of Control, Lack of Marketability, and Minority Discounts
June 25, 2025 CPE, EA Live Webinar
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This course will provide trust and estate advisers who work with high net worth individuals and partnerships with a thorough review of family-controlled entities and valuation discounts. The speakers will discuss the current landscape of family entity structures; valuation discounts for lack of mark... Read More

Expanding Economic Nexus Beyond State Sales Tax: Managing Unique Local and Indirect Taxes
June 26, 2025 CPE Live Webinar
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This webinar will review the fluid list of jurisdictional taxes commonly imposed on multistate taxpayers by local taxing authorities. Our panel of indirect tax experts will address various types of indirect taxes and fees, examine local nexus guidelines, and offer advice for managing companies' chal... Read More

LLC and Partnership Purchases: Entity Interests vs. Asset Sales, Basis Adjustments, Electi...
June 27, 2025 CPE, EA Live Webinar
This program is included with the Strafford CPE Pass. Click for more information.
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This course will provide partnership tax advisers with practical guidance on the tax ramifications of structuring the sale of a partnership or LLC entity as an asset sale vs. a sale of partnership interests. The panel will detail basis adjustments and available elections, describe the reporting and... Read More

Section 1202 and Qualified Small Business Stock: Tax Strategies to Maximize Exclusions, Pi...
July 1, 2025 CLE, CPE, EA Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
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This CLE/CPE course will provide tax counsel an in-depth analysis of Section 1202 eligibility requirements for qualified small business stock (QSBS) to eliminate or reduce taxation of capital gains. Our panel will discuss the corporate requirements, shareholder requirements, and the substantial tax... Read More

Closer Connection Exception: Determining Tax Home; Treaty Tie-Breakers, Form 8840
July 8, 2025 CPE, EA Live Webinar
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This course will examine how non-U.S. individuals can avoid residency status for U.S. income tax purposes by establishing a closer connection to a foreign country or by utilizing the treaty tie-breaker provision of an income tax treaty the United States has entered into with another country. Our sea... Read More

Real Estate Partnership Returns: Reviewing Form 1065, Schedule K-1, and Attachments to Avo...
July 8, 2025 CPE, EA Live Webinar
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This course will walk tax practitioners through reviewing Form 1065, U.S. Return of Partnership Income Tax Return, and its related schedules. Our partnership experts will cover recent changes to the form and schedules, common M-1 adjustments, properly reporting liabilities, key elections, and new co... Read More

Taxation of U.S. Persons Owning Foreign Corporations: Strategies for Subpart F and GILTI I...
July 8, 2025 CLE, CPE, EA Live Webinar
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This CLE/CPE course will guide tax counsel and advisers on the implications and potential opportunities for U.S. persons owning foreign corporations under recent IRS guidance and current tax law. The panel will discuss key tax provisions and regulations causing compliance issues for U.S. taxpayers,... Read More

Generation-Skipping Transfer Tax Reporting and Planning
Automatic Allocations, Opting-Out, Election Statements, Planning Techniques
July 10, 2025 CPE, EA Live Webinar
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This webinar will provide hands-on examples of reporting the generating-skipping transfer tax (GSTT) on IRS Forms 706 and 709 for transfers to skip persons and indirect skip persons, such as trusts. Our trust and estate expert will guide trust and estate professionals through automatic allocations,... Read More

State Tax Treatment of UBTI for Exempt Organizations: Calculations, Conformance, and Appor...
July 10, 2025 CPE Live Webinar
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This course will provide nonprofit tax professionals and advisers with a practical guide to various states' rules governing unrelated business income tax, which U.S.-based tax-exempt organizations must pay on unrelated business taxable income (UBTI). The webinar will focus on the standards and guide... Read More

Preparing Form 1120-F for Foreign Corporations: Form Revisions, ECI, Protective Claims, an...
July 11, 2025 CPE Live Webinar
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This course will provide a practical explanation of completing Form 1120-F, U.S. Income Tax Return of a Foreign Corporation. Our experts will explain how to properly prepare this onerous form, including who is required to file, filing protective returns, and issues for consideration with respect to... Read More

IRC Section 83(b) Election for Restricted Property: New Form 15620, Advantages and Risks o...
July 14, 2025 CPE Live Webinar
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This webinar will outline the advantages and risks of making an IRC Section 83(b) election. Our panel of federal income taxation professionals will point out scenarios when the election is advantageous, the caveats of making the election that a service provider must consider, and review the steps fo... Read More

QTIP Elections in Estate Plans: When and How to Elect, Anenberg and McDougall, Interplay W...
July 14, 2025 CPE Live Webinar
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This webinar will explain how QTIP trusts are utilized in estate plans. Our panel of trust and estate strategists will review the implications of the Anenberg and McDougall decisions for estates, point out when a QTIP election should be made on an estate return, and discuss the interaction of QTIP p... Read More

Tax Treatment of Earnouts in M&A Transactions: Navigating Key Tax and Accounting Implicati...
July 15, 2025 CLE, CPE, EA Live Webinar
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This CLE/CPE webinar will guide attorneys and tax professionals on key tax considerations when structuring earnouts in M&A transactions for buyers and sellers. The panel will discuss key provisions when structuring earnouts, the tax and accounting issues for all parties involved, and best practices... Read More

Preparing Forms 8992 and 8993 for GILTI and FDII: Recent Updates, Tested Income, QBAI, and...
July 17, 2025 CPE Live Webinar
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This course will guide international tax professionals through preparing and calculating amounts for reporting on Forms 8992 and 8993 for GILTI (global intangible low-taxed income) and FDII (foreign derived intangible income). The panelist will discuss the concepts behind the numbers, recent changes... Read More

Administrative Adjustment Requests (AARs): Typical Scenarios, Push-Out and Pull-In Electio...
July 22, 2025 CPE Live Webinar
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This webinar will walk tax practitioners through the reporting responsibilities for administrative adjustment requests (AARs) and explain when an AAR is required or should be considered. Our panel of partnership and procedure professionals will address the initial determination of whether an AAR is... Read More

Complex Gift Reporting on Form 709: GRATs, Business Interests, Crummey Trusts, CLTs and CR...
July 23, 2025 CPE Live Webinar
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This course will guide practitioners through reporting of more complicated gifts, including examples of how gratuitous transfers made under common estate planning strategies should be reported and disclosed on Form 709. Our expert panel will discuss in detail the reporting of gifting to GRATs, Crumm... Read More

Equity Compensation Grants in Partnerships and LLCs: Overcoming Tax Challenges and Key Pla...
Carried Interest, Section 83, Profits vs. Capital Interests, Options and Ph...
July 29, 2025 CLE, CPE, EA Live Webinar
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This CLE/CPE course will provide tax counsel and advisers with a detailed analysis of the tax implications of equity compensation grants in partnerships and LLCs. The panel will discuss profit versus capital interests, phantom equity, the application of Section 83, carried interest, and best tax pla... Read More

Utilizing AI in Financial Statement Audits: Analyzing Data, Minimizing Risks, Implementati...
July 30, 2025 CPE Live Webinar
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This webinar will take a look at how artificial intelligence (AI) is changing the audit process. Our panel of financial reporting veterans will address how accounting and auditing professionals can use current technology to increase the accuracy of financial statement examinations and expedite the p... Read More

Outside Basis: Determining, Documenting, and Reconstructing for Partners, Members, and Sha...
August 1, 2025 CPE Live Webinar
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This webinar will walk tax practitioners through the process of calculating outside basis for partners, members, and shareholders of pass-through entities. Our panel of federal taxation experts will point out the differences between S corporation and partnership calculations, discuss IRS audit flags... Read More

Tax Complexities in the Sale of Partnerships and LLCs
Navigating Character and Holding Period of Gain/Loss, Basis, Varying Intere...
August 6, 2025 CPE Live Webinar
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This course will provide accounting and tax professionals with a review of tax considerations involved with purchasing and selling a partnership or LLC interest. The panel will address the allocation of income gains and losses and discuss tax implications on both the buy and sell sides. Read More

Section 336(e) Elections: Tax Basis Step-Up Through Deemed Asset Sale Treatment
Structuring Qualifying Stock Dispositions for Partnership and Private Equit...
August 12, 2025 CLE, CPE, EA Live Webinar
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This CLE/CPE webinar will provide tax counsel with a thorough and practical guide to utilizing a Section 336(e) step-up election in the acquisition of a target corporation. The panel will contrast the 336(e) election with 338(h)(10) treatment, outline the requirements for qualification, and detail t... Read More

Analyzing 1040s for Financial Planning Opportunities
Utilizing Demographics, Income, Schedules B, C, D, E, and A to Better Serve...
August 14, 2025 CPE Live Webinar
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This webinar will review Form 1040, U.S. Individual Income Tax Return, and demonstrate how tax advisers can and should utilize the information provided and reported on a taxpayer's return to identify financial planning opportunities for taxpayers. Our Financial Planning Specialist will discuss the c... Read More

Avoiding Common FBAR Errors: Missed Accounts, Failure to File, Amending Returns, Delinquen...
September 19, 2025 CPE Live Webinar
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This webinar will address common FBAR reporting errors and discuss how to remedy and avoid these. Our panel of tax controversy experts will identify accounts that must be included on the FBAR but are often overlooked and point out misunderstandings surrounding reporting thresholds and filing require... Read More