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Terrific Tax Planning Ideas of 2021: Considering Anticipated Changes in the Law Under a New Administration

Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

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Terrific Tax Planning Ideas of 2021: Qualified Plans, IRAs, and Related Issues

It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs.

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International Tax Treaties

It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations.

International Transactions

International Cross Border Transactions

We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entity's effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered.

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Restaurant Revitalization Fund

This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.As part of The American Rescue Plan, enacted on March 11, 2021, $28.6 billion was appropriated to assist the restaurant and foodservice industry. These funds are in the form of grants, Restaurant Revitalization Grants, § 5003, Support for Restaurants, and § 9673, Tax Treatment of Restaurant Revitalization Grants.

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Tax Implications of Cryptocurrency

This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.

$49.00 each Add to cart
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Texas Ethics: A CPAs Guidebook for Ethical Behavior 2021

This course covers not only basic ethical frameworks but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.

$99.00 each Add to cart
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New Developments in Estate and Gift Taxation:

A Look at What Has Been Introduced into Congress

Legislation, known as the “For the 99.5% Act”, has been introduced in the United States Congress. If passed, this legislation will create significant changes in estate and gift planning for your clients. This is a significant piece of legislation introduced and it warrants our attention.

$49.00 each Add to cart
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Solving Financial Concerns

This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

$139.00 each Add to cart
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Post Mortem Estate Planning Primer

$49.00 each Add to cart
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The Tax Practitioners Guide to Estate Administration

$49.00 each Add to cart
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Buying, Selling, or Gifting a Business Creatively

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.

$49.00 each Add to cart
Employee Fringe Benefits Document

The Essentials of Fringe Benefit Planning

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.

$49.00 each Add to cart
Florida Ethics

Florida Ethics: An Overview for accountants

This course is approved to meet the 4-hour ethics requirement of the Florida Board of Accountancy. In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

$99.00 each Add to cart

Professional Ethics Standards and Rules for Ohio CPAs

This course satisfies the Ohio three-hour Professional Ethics Statutes Standards and Rules (Ohio Revised Code) course requirement for all licensees.

$74.00 each Add to cart
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Affordable Care Tax: Individual Rights & Responsibilities

By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (PPACA) is likely to affect virtually every person in the United States in some way.

$29.00 each Add to cart
Healthcare Employer

Affordable Care Act: Employer Rights and Responsibilities

Eligible small employers may receive tax credits for providing health insurance coverage to their employees, and large employers may find themselves subject to tax penalties for failing to provide such employee coverage. This course will review the principal coverage provisions of the law and will examine its tax impact on employers.

$39.00 each Add to cart

Tax Treatment of Individual Retirement Arrangements

The Employee Retirement Income Security Act (ERISA) created an individual retirement arrangement—usually referred to simply as an IRA—to allow people who had no other employer-sponsored qualified plan to have certain tax support for a retirement program.

$29.00 each Add to cart

Education Tax Benefits

This course will examine the programs, credits, deductions, and federal income tax treatment of various items that affect saving for and financing an individual’s education.

$49.00 each Add to cart
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Healthcare Reform: The Affordable Care Act Tax Provisions

In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot and stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law and will examine its tax impact on individuals and businesses.

$59.00 each Add to cart

Federal Income Tax Changes 2021

This course will examine the tax changes that took effect as a result of the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), and the inflation-changed limits effective for 2021 is more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes.

$59.00 each Add to cart

Understanding the Statement of Cash Flows

The cash flow report is important because it informs investors, creditors, company owners, and other interested parties of the business cash position of the company and can act as a strong indicator of a company’s overall financial health.

$29.00 each Add to cart

The §199A Pass: Through Deduction

The TCJA will have a more significant effect are business owners of pass-through trades or businesses who may be eligible for the TCJA’s pass-through deduction. This course will examine the pass-through deduction authorized under § 199A of the TCJA.

$39.00 each Add to cart

Climate Change Accounting and Sustainability Reporting

Climate change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating to environmental, social, and governance factors.

$39.00 each Add to cart

Protecting Your Assets: Tax and Financial Issues

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products, and other conventional tools.

$169.00 each Add to cart

Current Developments: Accounting and Financial Reporting 2021

The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional.

$159.00 each Add to cart

New Auditing Standards: SAS Nos. 142-143

The objective of this course is to address the new auditing standards issued by the Auditing Standards Board as SAS No. 142-143.

$19.00 each Add to cart
Nonqualified Plans

Non-Qualified Plans

The course examines the considerations that are relevant to establishing nonqualified plans, including the economic and tax issues, and discusses the financial products that are generally preferred in their funding.

$49.00 each Add to cart

1040 workshop taxes in depth 2021

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

$279.00 each Add to cart
Set Up A Solo 401k Plan

An Introduction to Self-Directed Solo 401(k)s

As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe one of the best, cost-effective, and tax-efficient optimization strategies available for them.

$74.00 each Add to cart

Tax Sheltered Annuities

The rules governing premature and required distributions are discussed, and the limits applicable to participant loans from tax-sheltered annuities are considered. The maximum loan repayment schedules are addressed, and the consequences of loan default are explained.

$39.00 each Add to cart