Tax Issues for Airplane Purchases: Planning Strategies, Complexities Under Current Tax Law
April 23, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE course will outline guidance to tax attorneys and advisers on the applicable tax rules and key considerations for business aircraft purchases and ownership. The panel will discuss available planning options for purchases and ownership, reduced or eliminated tax deductions, and opportuni...
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Qualified Opportunity Zones and Tax Credits: IRS Regulations, Capital Gain Deferral Mechan...
New Markets Tax Credit, Step-Up in Basis, Appreciation Exclusion, Tax Plann...
April 25, 2024 • 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 qualified opportunity zone (QOZ) tax incentive mechanism provided under current tax law. The panel will discuss IRS regulations for investors, recent amendments, new markets tax credits, energy tax credits, and...
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Cross-Border Acquisitions: Structuring Acquisitions, Section 7874 Inversion Rules, Section...
April 25, 2024 • CPE, EA • Live Webinar
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This webinar will discuss tax consequences of cross-border transactions. Our knowledgeable panel of foreign planning professionals will discuss outbound transfers, foreign acquisitions and section 338(g) elections, and section 7874 inversion transaction.
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Preparing for Employee Retention Credit Audits: Withdrawing a Claim, Handling the Exam, Cr...
April 26, 2024 • CPE, EA • Live Webinar
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This webinar will provide insights into preparing for the IRS' ongoing examinations of Employee Retention Credits (ERCs) claimed by businesses. Highly advertised and often promoted to ineligible taxpayers, these credits were spotlighted on the IRS 2023 Dirty Dozen list of tax scams. Unfortunately, t...
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U.S. Tax Treatment of Gifts and Inheritances From Nonresidents
April 29, 2024 • CLE, CPE • Live Webinar
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This CLE/CPE course will provide estate planners and tax professionals guidance on navigating the tax rules applicable to gifts from nonresidents and offer planning techniques to minimize adverse tax consequences and reporting mishaps. The panel will focus on (1) the tax aspects of gifts of U.S. ass...
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Corporate Transparency Act for Trusts and Estates
Determining Reporting Responsibilities for Trustees, Fiduciaries, and Benef...
April 29, 2024 • CPE, EA • Webinar
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This webinar will review the key requirements of the Corporate Transparency Act (CTA) with particular focus on the perspective of trusts, estates, beneficiaries, fiduciaries, and trustees and delve into what is required under the CTA, examples of best practices in satisfying these requirements, and...
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S Corporation Shareholder-Employee Compensation: Reasonable Compensation Standards
April 30, 2024 • CPE, EA • Live Webinar
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This course will provide tax advisers and other professionals with a comprehensive examination of the rules governing compensation of S corporation officers and shareholders, focusing on determining, documenting, and supporting reasonable compensation to avoid or withstand IRS scrutiny.
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Securing Your Tax Business: Avoiding Litigation and Sanctions
May 1, 2024 • CPE, EA • Live Webinar
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This webinar will cover critical policies and procedures that firms providing tax services must have in place to ensure compliance with the FTC and IRS guidelines, circumvent data security breaches, and avoid related sanctions. Our authoritative panel of veteran tax advisers will describe cybersecur...
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International Equity Compensation: U.S. and Foreign Tax Implications of Granting Awards to...
Incentive Stock Options, Nonqualified Stock Options, Phantom Stock Plans, R...
May 2, 2024 • CPE, EA • Live Webinar
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This webinar will address the taxation of international equity awards in the U.S. and other specific countries. Our veteran foreign tax panelist will explain how and when common equity grants are taxed in the U.S., U.S. withholding requirements, and how and when these are taxed upon relocation and t...
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Form 1065 Tax Basis Capital Methods
Transactional Approach, Handling Prior Year Noncompliance, Tracking Outside...
May 2, 2024 • CPE, EA • Live Webinar
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This course will instruct practitioners on the latest tax basis capital reporting requirements. Our panel of experts will discuss the transactional approach for tax basis capital and best practices for handling partnership returns that may not have been compliant in the past. They will also provide...
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State Addbacks and Subtractions: Managing Rolling, Fixed Date, and Selective Federal Confo...
May 2, 2024 • CPE • Live Webinar
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This webinar will detail the most frequent and recent additions and subtractions imposed by states when calculating taxable business income. Our panel of state and local tax experts will give examples of these required adjustments in specific states so that SALT advisers are aware of these when calc...
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Critical Elections for Trust, Gift, and Estate Returns: Forms 1041, 709 and 706; GST, QTIP...
May 3, 2024 • CPE, EA • Live Webinar
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This course will explain the numerous elections available when preparing gift, estate, and trust returns. Some elections are easily made but critical (gift-splitting, choice of year, Section 663(b)). Other elections require much more thought and expertise (GST allocation, QTIP election, Section 645)...
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S Corporation Formation Issues: Issuing Stock, Eligible Shareholders, Selecting a Year-End...
May 7, 2024 • CPE, EA • Live Webinar
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This webinar will provide tax practitioners and business owners with a comprehensive overview of the tax issues that arise when forming a Subchapter S corporation. Our panel of pass-through experts will guide you through the shareholder eligibility requirements, issuing common stock, filing Form 255...
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Unique Local Compliance Challenges Post-Wayfair: Determining Economic Nexus, Exemptions, C...
May 7, 2024 • CPE • Live Webinar
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This webinar will review the impact of the Wayfair decision on local tax collection systems. Our astute panel of SALT specialists will focus on the most complex local tax systems in specific states, including Alabama, Alaska, Arizona, California, Colorado, Louisiana and Texas.
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Trusts Holding S Corporation and Partnership Interests: Legal and Tax Considerations
Beneficiaries of Business Interests, QSSTs vs. ESBTs, Avoiding State Income...
May 7, 2024 • CLE, CPE • Live Webinar
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This CLE/CPE webinar will provide estate planners and tax professionals guidance for navigating the legal and tax implications of trusts holding interest in pass-through entities. The panel will discuss planning for trusts holding S corp stock and other pass-through entities, basis step-up in a part...
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Form 3520: Reporting Foreign Trust Activities on U.S. Beneficiaries' Income Tax Returns
Identifying Filing Obligations, Completing the Form, DNI Planning After MID...
May 8, 2024 • CPE, EA • Live Webinar
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This course will provide a practical guide to U.S. tax reporting obligations of U.S. beneficiaries of foreign trusts and non-grantor trusts, including filing Form 3520. The panel will explain the circumstances, events, and transactions that trigger the requirement to file Form 3520. The panel will p...
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Equity Compensation Grants in Partnerships and LLCs: Overcoming Tax Challenges and Key Pla...
Carried Interest, Section 83, Profits vs. Capital Interests, Options and Ph...
May 8, 2024 • 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...
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Estate Planning for Blended Families: Minimizing Taxes and Estate Issues of Second Marriag...
May 8, 2024 • CPE, EA • Live Webinar
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This webinar will review critical trust and estate considerations for blended families. Our panel of knowledgeable inheritance tax professionals will discuss how trusts are used to satisfy certain property transfers, the availability of a DSUE (deceased spousal unused exclusion) after a new marriage...
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Valuations and Appraisals: Tax Saving Opportunities for Estates, Businesses, and Individua...
May 8, 2024 • CPE, EA • Live Webinar
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This webinar will analyze IRS requirements for valuations and appraisals. Our panel of financial analysts will compare scenarios in which appraisals are required with those in which they can bolster tax planning strategies for charitable contributions, business succession, and estate and gift tax.
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New IRS Guidance on Basis Adjustments for Irrevocable Grantor Trusts: Key Issues for U.S....
May 9, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE webinar will provide estate planners insight on recently issued IRS guidance regarding basis adjustments for irrevocable grantor trusts. The panel will discuss key items and challenges stemming from Revenue Ruling 2023-2, calculating basis, criteria for a basis adjustment under Section...
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Cryptocurrency Tax Compliance: Tax Filing Requirements, Managing IRS Examinations
Tax Treatment of Digital Currency, Exchange Transactions, Investments, Drop...
May 9, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE course will provide tax counsel, accountants, and other advisers with a critical look at recent 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, anal...
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Texas Franchise Tax: Sourcing Rules, COGS Calculations, Entity Issues, and Combined Report...
May 9, 2024 • CPE • Live Webinar
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This course will provide a guide to various compliance requirements and planning opportunities related to the Texas Franchise Tax. The program will discuss options for calculating and reporting the most challenging aspects of the tax, including the most recent sourcing regulations, identifying Texas...
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Advanced Income and Estate Tax Planning Techniques for Owners of Closely Held Businesses
May 14, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE course will provide trusts and estates attorneys with an in-depth analysis of advanced income and estate tax planning strategies for owners of closely held businesses under current tax law. The panel will discuss techniques utilizing GRATs, sales to grantor trusts, and buy-sell agreemen...
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Tax Issues Stemming From Acts of Self-Dealing in Nonprofits and Private Foundations
May 14, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE webinar will provide tax and nonprofit professionals a thorough and practical guide to nonprofit and private foundation self-dealing rules and potential tax implications. The panel will describe the federal income tax treatment and detailed requirements for nonprofits and private founda...
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Portability of Gift and Estate Tax Exemption: Planning Considerations, Forms 706 and 709,...
May 15, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE webinar will provide trusts and estates counsel and tax advisers guidance on key planning considerations for the portability of gift and estate tax exemptions. The panel will discuss making portability elections, available relief for missed elections, and the computation and reporting o...
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Indirect Cost Rates for Nonprofit Organizations: Reimbursement of Facilities and Administr...
May 15, 2024 • CPE • Live Webinar
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This course will identify the guidance within 2 CFR Part 200 and provide strategies and best practices to achieve the organization's costing goals. This session will provide practical, hands-on context to help you increase your direct and indirect cost recovery and manage your indirect costs rate. T...
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IRS High-Wealth Examinations: IRS Wealth Squad, Targeted Issues, Preparation, IDRs, Appeal...
May 15, 2024 • CPE, EA • Live Webinar
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This course will review the IRS' latest campaign targeting upper-income taxpayers associated with flow-through entities and private foundations. Our audit experts will discuss the state of the current initiative and explain how to handle the IRS examination itself.
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Partnership Exchanges Under Current Tax Law: Structuring "Drop and Swap" and "Mixing Bowl"...
May 16, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE course will provide tax advisers with knowledge and tools to advise partnership clients converting to a tenancy-in-common form of real estate ownership. Tax advisers may recommend such a conversion in contemplating a future sale of property or creating a master limited liability company...
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Minimizing International Transfer Taxes: Utilizing Trusts, U.S. Estate and Gift Tax Treati...
May 16, 2024 • CPE, EA • Live Webinar
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This webinar will outline methods to reduce gift, estate, and transfer taxes paid by taxpayers holding assets in the U.S. and abroad. Our panel of international trust and estate veterans will divulge planning techniques to minimize transfer taxes paid and point out caveats to avoid when formulating...
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IRS Final Direct Pay Energy Tax Credit Regulations: Key Provisions and Issues for Renewabl...
Section 6417, Applicable Entities and Credits Under the Inflation Reduction...
May 16, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE webinar will provide renewable energy counsel and advisers guidance on recent final IRS direct pay energy tax credit regulations and key tax considerations and planning for related renewable energy transactions. The panel will discuss key provisions of the final direct pay rules under I...
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Graegin Loans and Estate Tax Planning: Recent IRS Regulations, Requirements, and Potential...
May 17, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE webinar will provide trusts and estates counsel guidance on utilizing Graegin loans to minimize estate taxes and potential limitations stemming from recent IRS regulations. The panelist will discuss recent developments and IRS guidance, review requirements under current tax law, and off...
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Calculating S Corp Stock and Debt Basis: Avoiding Loss Limitations and Excess Distribution...
May 17, 2024 • CPE, EA • Live Webinar
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This course will provide tax professionals and advisers with the tools and understanding to correctly calculate S corporation shareholders' stock and debt basis and advise clients to avoid adverse tax consequences due to loss limitations or excess distributions.
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State Taxation on the Sale of Pass-Through Entity Interests
Sourcing Issues, Tiered Entities, Apportionment vs. Allocation, Residents v...
May 17, 2024 • CPE • Live Webinar
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This webinar will explain the issues practitioners encounter when reporting and taxing the sale of an interest held in a pass-through entity (PTE). Our panel of SALT veterans will discuss how types of owners, residency, and various state approaches (or lack thereof) impact these calculations, includ...
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AICPA's New Statements on Standards for Tax Services: Assessing Tax Positions, Safeguardin...
May 20, 2024 • CPE • Live Webinar
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This webinar will provide CPAs preparing tax returns with an in-depth understanding of the new AICPA Statements for Standards on Tax Services (SSTSs). Our expert panel will discuss the most essential components of the latest standards, including the new definitions of tax services, the new requireme...
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Self-Employed Insurance Deduction: New IRS Form 7206, and Medical Reimbursement Plans
May 21, 2024 • CPE, EA • Live Webinar
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This webinar will take a thorough look at the self-employed health insurance deduction. Our seasoned tax panelist will explain which plans and taxpayers qualify for the deduction, how to report the deduction in specific scenarios, including preparation of the new IRS Form 7206, and coupling insuranc...
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Navigating IRS Examination of Employee Retention Credit Claims: Key Issues and Pitfalls to...
May 21, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE webinar will provide tax professionals guidance on handling IRS' ongoing examinations of employee retention credits (ERCs) claimed by businesses. The panelist will discuss and address recent IRS initiatives and key areas of focus, and provide business owners and tax counsel tactics for...
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Trusts as S Corporation Shareholders: Elections, Eligibility, and Avoiding Loss of Subchap...
QSSTs, ESBTs, Grantor Trusts, and Testamentary Trusts
May 22, 2024 • CPE, EA • Live Webinar
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This course will cover types of trusts eligible to hold S corporation shares, including Qualified Subchapter S Trusts (QSSTs) and Electing Small Business Trusts (ESBTs), making the corresponding QSST and ESBT elections, and avoiding common scenarios where S status is inadvertently terminated when a...
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IRS Scrutiny of Trusts: Abusive Trust Arrangements
Preparing for and Handling IRS Trust Examinations
May 22, 2024 • CPE, EA • Live Webinar
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This webinar will review the current state of IRS challenges to trusts. Our panel of trust and estate advisers will discuss trust structures, targeted abusive tax schemes, recent cases and rulings, and how to prepare for and handle an IRS audit of a trust.
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Tax Issues for S Corps: Federal and State Tax Challenges, Planning Considerations for Taxp...
May 23, 2024 • CLE, CPE, EA • Live Webinar
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This CLE/CPE course will guide tax professionals on critical tax challenges and recent developments for S corporations. The panel will discuss key tax law regulations and developments impacting S corporations, IRS guidance, QBI deduction, issues of cash distributions, S corporation eligibility requi...
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Italy and France--U.S. Dual Taxation Issues: U.S. Treaty Benefits, Saving Clause, Residenc...
May 23, 2024 • CPE, EA • Live Webinar
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This webinar will discuss the dual taxation issues that advisers, including multinational advisers, must address for taxpayers traveling and residing in France and Italy, as well as the U.S. Our seasoned foreign tax advisers will explain residency, totalization agreements, and taxation of passive an...
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Sales Tax Due Diligence in M&A: Uncovering Potential Liability, Applying Exemptions in Spe...
May 23, 2024 • CPE • Live Webinar
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This webinar will uncover potential sales tax liability in mergers and acquisitions. Our panel of SALT experts will review differences in sales tax liability in asset and stock sales, as well as exemptions available in most and specific states. Our panelists will walk practitioners through the due d...
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IRS Audits of Expatriates: Section 965 Transition Tax, Exit Tax, Non-Filers, and the Exami...
May 28, 2024 • CLE, CPE • Live Webinar
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This CLE/CPE webinar will provide tax professionals and advisers with an in-depth discussion of the IRS examination of taxpayers living abroad. The panel will focus on Section 965 transition tax, exit tax, and critical issues for non-filers; guide tax practitioners through the examination process; a...
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Continuing Impact of Notable Tax Cases: Applying Landmark Tax Decisions to Current Tax Mat...
Cohan Rule, Duberstein v. Commissioner, Welch v. Helvering, Glenshaw Glass...
May 29, 2024 • CPE, EA • Live Webinar
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This webinar will review several of the most influential tax cases of all time. Our panel of astute tax controversy attorneys will highlight the original decisions' pertinent aspects, review current rulings citing these cases, and explain how these decisions should and do apply to current tax matter...
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LLC/Partnership Formation Key Issues: Distribution Rights, Capital Contributions, Income a...
May 30, 2024 • CPE, EA • Live Webinar
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This webinar will explain essential considerations advisers, members, and partners should address when forming an LLC or partnership. Our panel of partnership taxation veterans will point out common and often overlooked items that should be considered initially to minimize tax and future operational...
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State Taxation of S Corporations: Varying State Treatment, Composite Returns, PTE Election...
May 31, 2024 • CPE • Live Webinar
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This webinar will review how states tax Subchapter S corporations. Our panel of S corporation experts will review recent S corporation developments by state and discuss common ways states tax S corporation income, filing composite returns, and state pass-through entity elections as they apply to S c...
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Section 861 Sourcing Rules: Income Classifications, Allocating and Apportioning Expenses,...
May 31, 2024 • CPE, EA • Live Webinar
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Strafford All-Access Pass.
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This webinar will discuss the sourcing rules under IRC Section 861 and provide examples of applying these to income classes, allocating and apportioning expenses, and determining the availability of the foreign tax credit. Our panel of foreign tax veterans will provide scenarios that walk internatio...
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BOI Reporting for Real Estate: Determining Beneficial Owners, Monitoring Changes, Actions...
June 4, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will comprehensively examine how the new Corporate Transparency Act (CTA) reporting requirements apply to real estate investors. Our panel of veteran real estate professionals will discuss the new reporting requirements as they apply to real estate owners and related entities. The panel...
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Estate and Gift Taxation Current Developments: Rev Ruling 2023-2's Impact on Grantor Trust...
June 5, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will address the latest developments in gift and estate taxation, including beneficial ownership information reporting requirements under the Corporate Transparency Act, Revenue Ruling 2023-2's impact on grantor trusts and basis step-up, the continuing impact of the sunset of the lofty...
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Outsourcing Tax Return Preparation: Domestic vs. Offshore, IRC Section 7216, Client Consen...
June 5, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will examine the pros and cons of outsourcing tax return preparation. Our experienced panel will cover the differences between domestic and offshore assignments, required and ethical disclosures, data security concerns, and other problematic issues.
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SALT Developments in the Southeast: Tennessee's Franchise Tax, Nexus Determinations, Curre...
June 6, 2024 • CPE • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will examine the latest state and local tax legislation, recent cases, and responses to PTE taxes in Florida, Georgia, North Carolina, Tennessee, and other significant states located in the Southeast. Our panel of seasoned state and local tax professionals will point out key development...
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UK Non-Doms: Planning for Current and Upcoming UK Non-Domiciled Taxpayer Regimes
June 6, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will discuss the current status of non-domiciled taxation in the United Kingdom, along with the proposed abolishment of this status. Our panel of international wealth management advisers will explain the current system and offer strategies to deal with the impending changes for resident...
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Preparing Schedules K-2 and K-3: New Domestic Filing Exception, 2023 Revisions, Reporting...
June 11, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will discuss required Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity. Our panel of highly experienced tax specialists will explain each part of each schedule so that tax practitioners can efficiently meet this reporting obligation. The...
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Overlooked Tax Breaks: Tax Saving Elections, Deductions, and Benefits
Investment Interest Election, Section 266, Bad Debt, MFS, Tax-Benefit Rule
June 12, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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Strafford All-Access Pass.
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This webinar will analyze many opportunities to lower federal income tax that are often overlooked and misunderstood but that taxpayers and tax professionals should routinely consider. Our panel of federal tax veterans will provide explanations and examples for elections, deductions, and other tax p...
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Form 5471 Attribution Rules: Categories of Filers and Rev Proc 2019-40 Safe Harbors
June 13, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This course will explain the attribution rules for stock ownership for individuals and entities and the filing requirements of Form 5471. Our panel of international tax experts will discuss determining direct and indirect stock ownership that can result in unexpected filing obligations.
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Avoiding Common Sales Tax Compliance Errors: Monitoring Nexus Guidelines, Rate Changes, an...
Methods for Alleviating the Compliance Burden
June 13, 2024 • CPE • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will highlight businesses' most common missteps when attempting to meet multi-jurisdictional sales tax guidelines. Our panel of sales tax experts will offer recommendations to circumvent these errors and properly meet diverse local sales tax reporting and remittance requirements.
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Generation-Skipping Transfer Tax Reporting and Planning
Automatic Allocations, Opting-Out, Election Statements, Planning Techniques
June 14, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This 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,...
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Utilizing AI in Financial Statement Audits: Analyzing Data, Minimizing Risks, Implementati...
June 17, 2024 • CPE • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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Strafford All-Access Pass.
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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...
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Tax Strategies for Real Estate LLC and LP Agreements: Capital Commitments, Tax Allocations...
June 18, 2024 • CLE, CPE • Live Webinar
This program is included with the
Strafford CLE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This CLE/CPE course will prepare real estate counsel to deal with crucial tax issues and avoid costly mistakes in structuring agreements for real estate partnerships and LLCs. The panel will offer best practices for drafting provisions that reflect effective tax compliance.
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Life Insurance in Estate Plans: Utilizing Overlooked Benefits and Avoiding Missteps
Diversification, Liquidity, Funding Buy-Sell Agreements, Providing Long-Ter...
June 19, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This webinar will explore multiple estate planning opportunities utilizing life insurance. Our panel of seasoned life insurance and estate planning experts will explain the distinctions between the types of policies available, making gifts to fund life insurance trusts, and buy-sell considerations i...
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The Interplay of PL 86-272 and Economic Nexus
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Tax...
June 20, 2024 • CPE • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will 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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Reconciling GAAP Basis and Tax Basis in Partnership Income Tax Returns and K-1 Schedules
June 25, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax preparers and compliance professionals serving partnerships with a robust and practical guide to reconciling GAAP and tax basis accounting in preparing partnership income tax returns and K-1 schedules. The panel will discuss complex book-to-tax adjustments and the curren...
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International Trust and Estate Planning: Key Issues Under Current U.S. Tax Law, Trust Stru...
Valuation Concepts, Tax Filings, Selecting Trust Jurisdiction, Trust Protec...
July 2, 2024 • CLE, CPE • Live Webinar
This program is included with the
Strafford CLE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This CLE/CPE webinar will provide estate planners an in-depth analysis of available estate planning techniques for families with citizenship, assets, or beneficiaries across multiple jurisdictions. The panel will discuss legal challenges, key issues under U.S. tax law, transfer tax planning, and met...
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IRC Section 83(b) Election for Restricted Stock: Making the Election, Advantages and Risks
July 2, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This 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 an employee must consider and review the steps for submit...
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Tax Treatment of Airplane Purchases: Withstanding New IRS Scrutiny of Personal Use, Maximi...
July 9, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will address tax considerations for aircraft purchase and use. Purchasing an airplane has provided substantial tax savings in the past. The panel will discuss the recent IRS initiative targeting the personal use of airplanes, the final regulations under Section 274(l) for transportation...
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Mindfulness for Tax Professionals: Principles of a Practice for CPAs, Achieving Health and...
Including a Live Guided Meditation
July 12, 2024 • CPE • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will describe the basic principles of mindfulness and how tax professionals can use these to provide focus, efficiency, and a better state of being throughout the year. Our Mindful-CPA and coach will introduce CPAs and tax advisers to mindfulness and its application specifically to thei...
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Sales Tax Registration: Assessing SALT Exposure, Determining Compliance Readiness, Monitor...
July 18, 2024 • CPE • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This webinar will walk state and local tax professionals through the sales tax registration process. Our panel of seasoned SALT veterans will identify initial caveats that come with registering a business for sales tax, explain the registration process in particular states, and offer suggestions for...
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Form 5471 Categories of Filers: Determining the Proper Category and Filing Requirements
August 5, 2024 • CPE, EA • Live Webinar
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will explain each category of filer on Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. Our knowledgeable international panel will discuss relative and recent legislation, the accompanying Form 5471 schedules that must be filed by category, and...
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