CPE Event

This course reviews the advantages and disadvantages of like kind exchanges. It reviews all 4 types of exchanges; the deferred exchange, the simultaneous exchange, the build-to-suit exchange and the reverse exchange, as well as the new combination reverse and forward exchange. It also covers personal property exchanges, traps and pitfalls in exchanges, and works through Continue reading "Like Kind Exchanges Webinar"...

This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, Continue reading "Social Security & Medicare"...

State income and sales tax have a direct impact upon federal income tax and itemized deductions. This course examines how states utilize federal guidelines to impose local tax. The objective of this course is for the student to understand and apply nexus rules for determining when state sales tax and state income tax applies to Continue reading "Nexus – Sales & Income Tax Webinar"...

A complete review of employer requirements to provide, comply, deduct and subject to tax all major qualified fringe benefits. Congress has established many qualified fringe benefits in the last 70 years. This course provides the student with an explanation of each, discusses compliance and reporting rules and employer deductions for all of them including health Continue reading "Healthcare and Other Fringe Benefits"...

Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. The discussion is team taught by a 45+ year practicing CPA as well as Taxspeaker’s own security expert and IT Director Ryan Jennings. Wait, we’re not done with security Continue reading "Security Webinar"...

A complete review of requirements to have health savings accounts, contribution rules and limits, withdrawal rules, penalties, deposits and reporting.   Our 2024 Health Savings Accounts course will guide you through HSA’s. With complete discussion of the qualification requirements (including Medicare recipients) we explain how to open, when to open, who can deposit, tax deductions Continue reading "Health Savings Accounts Webinar"...

Medicare premiums have a complex relationship with the income tax system as deductions vary for itemized deductions, self-employed individuals, and IRMAA penalties for high prior year AGI. This course defines the types of Medicare coverage, their premiums and penalties, their tax deductions and coverage. We will discuss qualifying for and when and how to sign Continue reading "Medicare Webinar"...

This course provides an overview of Social Security and Medicare benefits and taxability. Because Social Security benefits are such an important piece of a retiree’s income tax situation we make sure that the student has a rudimentary understanding of benefit types for workers, spouses, widows/widowers, ex-spouses and dependents as well as clarifying income tax related Continue reading "Intro to Social Security"...

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw Continue reading "IRAs, ROTHs, & Conversions"...

We review 2024 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption deceased spouse election

The course reviews depreciation in general and then explains basis, lives and methods. It is followed by detailed discussions of Sec. 179, bonus and luxury property and the related qualification rules and limits. It concludes with similar examinations of amortization, depletion and fixing errors.

The program begins by defining a federal disaster loss, then provides guidance on losses, gains and deferrals, as well as amended returns and reinvestment of gains within qualified time periods. Upon completion of this course you should have a greater understanding of gains and losses in the event of a qualified disaster, specifically as they Continue reading "Disaster Losses Webinar"...

This course defines the terms used in installment sales and explains the tax effects, including depreciation recapture, of reporting an installment sale. It defines the types of sales which do and do not qualify and how to report a sale, a recapture and a renegotiated sales price. At the conclusion of this class the student Continue reading "Installment Sales Webinar"...

When a partner buys out another partner, or a partnership interest is inherited or bought by the partnership itself one of the single best tax maneuvers in the Internal Revenue Code is making the Sec. 754 step up basis election. This election allows the new owner to allocate the purchase price to the assets of Continue reading "Step Up Basis Election-754 Webinar"...

Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041’s, plus Continue reading "1041s for Trusts and Estates Webinar"...

We explain how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you shouldl be able to define Money Continue reading "Business Pension Plans Webinar"...

Master a well-rounded understanding of retirement planning and distributions during TaxSpeaker’s Retirement Distributions, Penalties, and Inheritances course! This 2-credit-hour course equips tax professions with practical wisdom to navigate the world of retirement finances. This includes teaching on the identification of the five rules for withdrawal from qualified plans, the definition of a stretch IRA, and Continue reading "Retirement Distributions, Penalties & Inheritances Webinar"...

This course explains all education savings programs, tax deductions, compliance rules and reporting for 529 plans, Series EE Bonds, American Opportunity and Lifetime Credits, employer assistance programs and student loan interest deductions.

Lecture presentation plus accompany power point slides. This course when and how to make a timely or late S election and potential entity classification election