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COURSE DESCRIPTION

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal
Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a
variety of necessary issues and techniques.

Topics include:

• Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning)
• Changes in the landscape of a tax practitioner’s practice
• The bridging of services
• Getting started – Where do your clients fail?
• Understanding the primary planning issues for all clients
• Estate and Gift issues
• Traps, pitfalls, and tips in planning
• Practical steps in establishing a tax advisory and wealth management services practice
• Domicile issues

Learning Objectives:

After reading the course material, you will be able to:

• To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice
  

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:

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COURSE DESCRIPTION

Cryptocurrency can be a very confusing issue for a client in both compliance and planning.   This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.  

Topics include:

• Introduction to cryptocurrency
• Understanding the term “blockchain”
• Various types of cryptocurrency
• Why cryptocurrency is popular
• Investment attributes of cryptocurrency
• Tax aspects of cryptocurrency
• Position of the Internal Revenue Service
• Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
• Understanding Notice 2014-21 FAQs
• Compliance issues
• Charitable issues
• Internal Revenue Service enforcement

Learning Objectives:

After reading the course material, you will be able to:

• To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.
  

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:

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COURSE DESCRIPTION

Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your client’s business and personal needs. There are a variety of tools and techniques
to meet a client’s fringe benefit planning objectives. 

This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including
ERISA reporting and disclosure requirements.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:

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COURSE DESCRIPTION

People die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse,
the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA
should be discussing with their clients now. Not Later.

Learning Objectives:

After reading the course material, you will be able to:

• Identify Post Mortem Opportunities on the Final Form 1040
• Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
• Define Executor responsibility
• Prepare Post Mortem Estate Tax Elections Form 706
• Understand the reasoning for using Alternate Evaluation Dates
• Define the requirements for Qualified Terminable Interest Property (QTIP)
• Define the requirements for Qualified Domestic Trust (QDOT) Election
• Identify the rules for Resident Alien Spouses
• Define Special Use Valuation [IRC §2032(A)]
• State the purpose and use of Portability Election [IRC §2010(c)]

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:

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COURSE DESCRIPTION

In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of
many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: