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CORPORATION
PARTNERSHIP
| Hedge Fund Taxation: Advanced Issues |
| Tax issues for hedge funds and their investors can be extremely complex. |
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| Hedge Fund Taxation: New Developments |
| Recent IRS focus on hedge funds has created a host of new taxation issues you need to be aware of. This up-to-the-minute seminar by a hedge fund expert identifies these issues and what they mean for the hedge fund industry. |
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| Hedge Funds: Formation, Operation & Taxation |
| Hedge funds have come to play a prominent role in the functioning of US capital markets. |
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| K-1s: Preparation, Analysis & Interpretation |
| Preparing and interpreting Form K-1 can be daunting even for experienced tax accountants. The key is knowing what the form does--and does not--convey. |
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| Taxation of Partnerships & Partners: Level I |
| If you want to know more about partnership taxation, this seminar provides the specialized knowledge needed. |
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| Taxation of Partnerships & Partners: Level II |
| Designed for leading-edge tax practitioners, this seminar provides the sophisticated knowledge you'll need to become an expert in federal tax planning for partners and partnerships. |
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| Taxation of Partnerships & Partners: Level III--Special Allocation Rules |
| This seminar is for tax professionals who want to explore the most complex partnership rules. In this practical, hands-on workshop, you'll cover special allocations of income, loss, gain, deductions and distributions through in-depth case studies. |
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| Taxation of Real Estate Partnerships |
| The partnership is the most popular entity for holding, managing and constructing real estate. In a unique approach that "fills in the gaps" for both novices and experienced practitioners, this seminar explores how partnership taxation applies in the real estate arena. |
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ESTATES & TRUSTS
| Estate & Fiduciary Tax Returns: A Practical Workshop |
| Forms 1041 and 706 are possibly the most difficult and misunderstood tax returns that tax professionals prepare. |
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| Estate Planning Tools & Techniques |
| If you have estate planning clients, you must be aware that the current estate tax laws are in a state of flux and the law will change either by legislative action or expiring provisions. This course will equip you with the tools and understanding of what the rules are and what they will be in the future. You'll get a clear understanding of complex issues and learn to avoid common mistakes. You'll get checklists, practice aids and illustrations of techniques. This seminar addresses the role of trusts...lifetime giving...buy/sell agreements...estate freezes...family limited partnerships...and more. |
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| Estate Planning: An Overview |
| Building on the belief that everyone needs an estate plan, this seminar provides a comprehensive overview of estate planning. Learn the necessary planning information and what tools are available. Cover federal estate and gift tax issues (unified credit: today and in the future, marital deduction, revocable transfers, gift tax exemptions, etc.), income tax issues, planning tools (credit shelter trusts, QTIP trusts, life insurance trusts, revocable living trusts, generation-skipping tax planning), probate vs. nonprobate assets, multistate issues, lifetime transfers, will substitutes and post-death strategies. |
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| Family Limited Partnerships: Strategies for Tax Reduction |
| This practical seminar shows you how to offer your high-net-worth clients the opportunity to reduce the value of their estate, protect their assets and leverage the amount of their estate and gift tax exemptions. Learn how to design and use the family limited partnership with other estate planning vehicles. Topics include: recent court decisions and IRS pronouncements relating to family partnerships... reassessment of real property taxes...use of a partnership in lieu of an insurance trust...tax benefits of transferring family partnership interests to a grantor retained annuity trust...deciding which assets to transfer to a partnership...and others. Receive a questionnaire, forms and checklist for structuring family limited partnerships. |
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MULTISTATE & LOCAL
| Limited Liability Companies: Current & Future Uses |
| If your company or clients haven't explored the possibilities of Limited Liability Companies (LLCs), they probably should. As the most popular entity for closely held businesses, the LLC can offer significant benefits for those who know how to take advantage of them. |
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| Multistate Corporate Taxation |
| Do your corporation's activities cross state boundaries? If so, don't wait until your company is audited to deal with the ever-changing morass of state tax laws and administrative policies governing nexus. This fast-paced seminar will show you how to determine the proper tax liability for each nexus state and how to plan ahead to reduce your company's overall state tax burden. You'll learn how to deal with issues involving nexus, consolidated and combined tax returns and all multistate taxes, including income, sales/use, gross receipts, franchise and employment taxes. You'll also examine unitary business and apportionment and allocation issues under state income taxes. |
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| NEXUS: Avoiding the Long Arms of the States |
| As states expand their taxing jurisdictions and power, it's vital to advise your company or clients on the delicate issues of nexus. |
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| Sales & Use Taxes: A Practical Approach |
| Gain a working knowledge of sales and use taxes as they apply across the US. Learn when a company or client should charge sales tax, pay use taxes on purchases, how electronic commerce is taxed and how to defend against an audit. Identify common "traps for the unwary." Gain insights on drop-shipments, the Streamlined Sales Tax Project and the Internet Tax Freedom Act. Learn to identify taxable transactions and how to document nontaxable and exempt transactions... "retail sales" vs. "sales for resale"...when an out-of-state seller must collect tax...sales tax tools, including letter rulings...the audit and appellate process...solving problems while controlling and minimizing exposure...and personal and transferee liability for unpaid tax. |
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| Texas Margin Tax: What You Need to Know |
| The Texas franchise tax on margin changed business taxation in Texas dramatically. To be sure your company's or your clients' tax and accounting policies comply, attend this seminar to: * Identify the "taxable entity" under the law while expanding the unitary taxation concept * Understand how the tax is calculated and apportioned * Explore tax planning ideas to minimize the cost to taxpayers * Assess related tax and accounting concepts, e.g. |
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INTERNATIONAL
| Intercompany Transfer Pricing: Advanced Tax Issues |
| Master the complexities of transfer pricing with this practical two-day seminar that integrates transfer pricing planning and documentation. You'll get a comprehensive understanding of key issues with up-to-date knowledge of new developments. |
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| Introduction to International Taxation |
| Enhance your value to a client or employer who operates overseas by providing advice on international taxation. |
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INDIVIDUAL
| Federal Taxation of Individuals: Complex Issues |
| Tax rules for individuals can be extremely complex, particularly those affecting high-income individuals. Mistakes can be costly. This seminar, taught by a seasoned tax professional, provides an in-depth analysis of many complicated issues tax preparers face. |
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| Form 1040: A Hands-On Workshop |
| Constant changes to the tax code make Form 1040 preparation an ongoing adventure. This continually updated workshop gives you the confidence to prepare tax forms, schedules and worksheets using the most recent forms available. Gain a working knowledge of tax law while covering such topics as: recent developments affecting individual tax returns, including the review of expiring tax law provisions to take effect in 2011 and beyond...The American Recovery & Reinvestment Act of 2009...dependency exemptions...kiddie tax...child tax credit...education credits...education-related expenses...state tax deduction alternatives...capital gains tax...sale of principal residence...employee business expenses...charitable contributions...miscellaneous deductions limitation and exceptions...self-employment tax...tax credits for adoption and dependent care...energy and transportation tax credits...alternative minimum tax and credits...and more. |
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| Tax Planning for Individuals: A Review & Update |
| This comprehensive seminar explores the full gamut of tax provisions, regulations, rulings and court cases affecting current year tax preparation and subsequent year tax planning for individuals, including changes caused by the most recent tax legislation. Areas covered are: tax implications of the 2010 Health Care Reform Act...expiring tax provisions taking effect in 2011 and beyond...2009 Worker, Homeownership and Business Assistance Act, 2009 American Recovery and Reinvestment Act, 2008 Emergency Economic Stabilization Act, 2008 Housing and Economic Recovery Act, 2008 Economic Stimulus Act, Mortgage Forgiveness Debt Relief Act of 2007...Roth IRAs...filing status comparisons...child and dependent care credit...energy and education tax credits and expenses...how to maximize interest and other deductions...state tax deduction alternatives...taxation of retirement distributions...alternative minimum tax and credit...capital gains and qualified dividends...passive activity rules...vacation home rules...the foreign tax credit...compensatory stock options...and more. |
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REAL ESTATE
SPECIAL
| Form 990 & the Taxation of Nonprofits |
| Form 990 is now both longer and much more complicated than its predecessor. And if you serve exempt organizations or work for an exempt organization, you'll want to have a solid working knowledge of the core Form and the schedules of Form 990. |
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| Hedge Fund Taxation: Advanced Issues |
| Tax issues for hedge funds and their investors can be extremely complex. |
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| Hedge Fund Taxation: New Developments |
| Recent IRS focus on hedge funds has created a host of new taxation issues you need to be aware of. This up-to-the-minute seminar by a hedge fund expert identifies these issues and what they mean for the hedge fund industry. |
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| Hedge Funds: Formation, Operation & Taxation |
| Hedge funds have come to play a prominent role in the functioning of US capital markets. |
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| Intercompany Transfer Pricing: Advanced Tax Issues |
| Master the complexities of transfer pricing with this practical two-day seminar that integrates transfer pricing planning and documentation. You'll get a comprehensive understanding of key issues with up-to-date knowledge of new developments. |
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| Limited Liability Companies: Current & Future Uses |
| If your company or clients haven't explored the possibilities of Limited Liability Companies (LLCs), they probably should. As the most popular entity for closely held businesses, the LLC can offer significant benefits for those who know how to take advantage of them. |
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| Tax Refresher: Complex Concepts Come to Life |
| If your stomach churns when someone says, "You're a CPA? Great! I have a tax question...", you probably need a tax refresher. |
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| Tax Update |
| Tax laws are constantly changing. Tax and financial professionals need to stay current to understand their impact and minimize taxes. This practical seminar provides a comprehensive update and an instant working knowledge of all key tax provisions. |
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| Taxation of Real Estate Partnerships |
| The partnership is the most popular entity for holding, managing and constructing real estate. In a unique approach that "fills in the gaps" for both novices and experienced practitioners, this seminar explores how partnership taxation applies in the real estate arena. |
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| The American Recovery & Reinvestment Act of 2009 |
| The passage of the American Recovery & Reinvestment Act of 2009, the Obama Administration's stimulus package, has had a far-reaching impact on taxpayers everywhere. This targeted seminar examines the Act's particulars and provides tax and other financial professionals with an understanding of how it affects both businesses and individuals. Topics covered include: business tax incentives...the first-time home buyer credit...the "Making Work Pay" tax credit...the child care credit...the "American Opportunity" education tax credit...renewable energy investment credits...health insurance assistance...and more. |
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For more information or to register call
1-800-544-1114 |
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