Long Term Care Insurnace

Zoom IL, United States

We explain the tax deductions associated with long term care insurance as well as the requirements to make the benefits tax-free, average costs of policies and variable factors to consider.

$80.00 – $95.00

Intro to Social Security

Zoom IL, United States

Lecture presentation plus accompany power point slides. This course provides an overview of Social Security and Medicare benefits and taxability. Because Social Security benefits are such an important piece of Continue reading "Intro to Social Security"...

$120.00 – $140.00

Business Pension Plans

Zoom IL, United States

The course reviews the rules for pension plan credits, top-heavy and discrimination tests, defined contribution plans, SEP-IRAs and SIMPLE-IRAs as well as ROBS issues.

$150.00 – $175.00

Exit Strategies

Zoom IL, United States

Designed to provide guidance to buy, sell, merge, grow or add partners to an accounting firm.

$120.00 – $140.00

Surtaxes

Zoom IL, United States

We discuss what the Medicare and Net Investment Income surtaxes are, what income is subject, what income is exempt, how to calculate the surtaxes and tax planning for reducing the Continue reading "Surtaxes"...

$80.00 – $95.00

Entity Conversions

Zoom IL, United States

This course explains the tax compliance and filing requirements of most types of conversions to and from sole proprietors, SMLLC, MMLLC, S Corporations and C Corporations

$120.00 – $140.00

Estate & Gift Tax Update

Zoom IL, United States

We review 2022 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption deceased spouse election

$80.00 – $95.00

Commercial Members