Most Up To Date Courses! ... Ever-changing tax laws

Art Werner

Join us for another edition of CPE for CPA's and EA's presented by Arthur Werner.

Each month this year Art will be breaking down HOT TAX TOPICS that are taking place. We realize this is "tax season" which is why we need you to attend. As you sit down with your clients this year to settle last year's tax matters you will have the opportunity to discuss tax planning for next year and advising them of planned tax changes that could have a significant impact on some.

$39.00 each Add to cart

Everything that you Need to Know About Portability

  • Credits: 2
  • Format: OnDemand Webinar
  • Field of Study: Specialized knowledge
  • Author/Speaker: Art Werner

*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Estate Taxes
Course ID:WR-376.22-OD
Published Date:© June 2022
COURSE DESCRIPTION

This course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. 
We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust
planning. 

Topics include:
  • Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election 
  • How to calculate the DSUE amount 
  • Making the portability election 
  • Who can and cannot elect portability 
  • Review the requirements for completing form 706 when electing portability 
  • Making a late election and IRS Section 9100 relief 
  • How to opt-out of the election and hazards of not making the election for the client and practitioner 
  • Determining the “last deceased spouse” for making the election 
  • IRS examination issues when making the election 
  • Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes 
  • Use of QTIPs and QDOTs 
  • A look at state death tax issues 

Learning Objectives:

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

  • Discuss options that can be presented to a client so they can decide whether to make the portability election and the mechanics and process of filing form 706 to elect or out-out of electing portability. 

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA



$39.00 each Add to cart

Estate, Gift, and Income Tax Planning for Real Estate

  • Credits: 2
  • Format: OnDemand Webinar
  • Field of Study:Specialized knowledge
  • Author/Speaker: Art Werner

*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Estate Taxes
Course ID:EWTFM-U-02014-22-O | 6233-CE-0745 | WR-377.22-OD
Published Date:© June 2022

COURSE DESCRIPTION

In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces
with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings. 

Topics include:
  • Real estate as a part of a client's divinified portfolio of investments 
  • Understanding the differences revolving around personal real estate vs. investment real estate 
  • Understanding valuation issues 
  • Understanding titling issues 
  • Individual deduction issues, including the interest limitation 
  • Business deduction issues 
  • At-risk limitations 
  • Passive activity rules update 
  • How the IRC Section 199A deduction applies to real estate investments 
  • Depreciation issues 
  • Estate and Gift planning techniques for real estate 
  • Proper use of trusts in real estate holdings

Learning Objectives:

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

  • To discuss with the practitioner an understanding of the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client's real
    estate (and prospective real estate) holding. 

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 sponsorships:
NASBA
IRS
CTEC

$39.00 each Add to cart

The ABCs of Advisory Services

  • Credits: 2
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner

*Content Preview
Available Formats: 
 
 
 
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding 
Course ID:EWTFM-T-01899-22-O | 6233-CE-0615
Published Date:© November 2021

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:
NASBA
IRS
CTEC
$39.00 each Add to cart

The Tax Aspects of Cryptocurrency

  • Credits: 2
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner

*Content Preview
Available Formats: 
 
 
 
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-01909-22-O | 6233-CE-0618
Published Date:© August 2021

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:
NASBA
IRS
CTEC
$39.00 each Add to cart

The Essentials of Fringe Benefits Planning

  • Credits: 2
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner

*Content Preview
Available Formats: 
 
 
 
 
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding Taxation
Course ID:EWTFM-T-01903-22-O | 6233-CE-0617
Published Date:© September 2021

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:
NASBA
IRS
CTEC
$39.00 each Add to cart

CPE for CPAs and EAs Today Post Mortem Estate Planning Primer

  • Credits: 2
  •  
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner

*Content Preview
Available Formats: 
 
 
 
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-01868-22-O | 6233-CE-0582 | WR-365.22-OD
Published Date:© June 2021
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:
    NASBA
    IRS
    CTEC
    $39.00 each Add to cart

    CPE for CPAs and EAs Today Buying, Selling, or Gifting a Business Creatively

    • Credits: 2
    •  
    • Format: OnDemand® Webinar
    • Field of Study: Federal Tax Update
    • Author/Speaker: Art Werner

    *Content Preview
    Available Formats: 
     
     
     
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxes
    Course ID:EWTFM-U-01867-22-O-OD | 6233-CE-0581 | WR-364.22-OD
    Published Date:© May 2021
    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:
      NASBA
      IRS
      CTEC
      $39.00 each Add to cart

      The American Rescue Plan Act of 2021

      • Credits: 2
      • Format: OnDemand® Webinar
      • Field of Study: Federal Tax Update
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-01898-22-O | 6233-CE-0616
      Published Date:© March 2021

      COURSE DESCRIPTION

      On March 11, 2021, President Joe Biden signed into law, a $1.9 trillion COVID-19 relief package. How will this bill affect your clients? This course will cover this legislation from both a tax perspective as well as a stimulus perspective.

      Topics include:
      • An understanding of the tax law changes made by the American Rescue Plan Act of 2021.
      • An understanding of the stimulus and relief issues made by the American Rescue Plan Act of 2021.

        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:
        NASBA
        IRS
        CTEC

        Course ID:Advanced Preparation:Experience Level:
        EWTFM-U-01778-21-O | 6233-CE-0498NoneOverview
        Published Date:Program Prerequisites:Other Course Formats:
        © March 2021Understanding of TaxationSelf-Study Video | Self-Study Audio | Live Webinar
        COURSE DESCRIPTION

        On March 11, 2021, President Joe Biden signed into law, a $1.9 trillion COVID-19 relief package. How will this bill affect your clients? This course will cover this legislation from both a tax perspective as well as a stimulus
        perspective.

        Course Highlights include:
        • An understanding of the tax law changes made by the American Rescue Plan Act of 2021.
        • An understanding of the stimulus and relief issues made by the American Rescue Plan Act of 2021.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Tax Return Preparers (TRPs)

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

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          Our Mission
          Our Mission

          To Continue Educating CPA’s, EA’s, Tax Professionals, and Financial Planners through our Cutting Edge Technology as a Leading Provider in the Industry. 


          Global CPE has been providing convenient, cost-effective Online CPE/CE for CPAs, EA’s, Financial Planners, and other Tax Professionals for over 15 years. We are proud to have some of the highest-rated speakers and authors in the industry. Our CPA for CPE Courses are always Up-to-Date with all the latest developments in the tax and accounting industry.

          Our Online CPE Courses are produced to provide both the public and private industry CPA, EA, Financial Planners, and other Tax Professionals a complete CPE/CE curriculum. All of our CPE/CE Courses are NASBA approved, written and produced in accordance with the AICPA, offered in multiple formats including live seminars, live and on-demand webinars, printed self-study books, online self-study eBooks, downloadable Mp3 audiobooks, and online video Courses. Global CPE is sponsored by NASBA, IRS, CTEC, CFP, Illinois, New York, and Texas, so you can be reassured in knowing your courses will be accepted.

          About Us

          Our Mission

          To Continue Educating CPA’s, EA’s, Tax Professionals, and Financial Planners through our Cutting Edge Technology as a Leading Provider in the Industry. 


          Global CPE has been providing convenient, cost-effective Online CPE/CE for CPAs, EA’s, Financial Planners, and other Tax Professionals for over 15 years. We are proud to have some of the highest-rated speakers and authors in the industry. Our CPA for CPE Courses are always Up-to-Date with all the latest developments in the tax and accounting industry.

          Our Online CPE Courses are produced to provide both the public and private industry CPA, EA, Financial Planners, and other Tax Professionals a complete CPE/CE curriculum. All of our CPE/CE Courses are NASBA approved, written and produced in accordance with the AICPA, offered in multiple formats including live seminars, live and on-demand webinars, printed self-study books, online self-study eBooks, downloadable Mp3 audiobooks, and online video Courses. Global CPE is sponsored by NASBA, IRS, CTEC, CFP, Illinois, New York, and Texas, so you can be reassured in knowing your courses will be accepted.

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