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 2021 and 2022 changes to estate planning rules, administration, and accounting in 1041’s, plus Continue reading "4 Nights of 1041’s for Trusts & Estates"...

Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for “Big Continue reading "1040 Boot Camp"...

This class is designed with only 1 goal in mind: to fully explain the 20% of qualified business income deduction. We discuss what types of income qualify for the deduction; what entities qualify (and don't qualify); and what phase out tests apply. We discuss and define "specified services", the W-2 threshold; the depreciable asset rules Continue reading "20% Flow Through QBI Deduction"...

The first four hours of this course is an introduction to succession planning for all businesses. The course defines succession planning and details its advantages. The critical need for succession planning in today’s environment is presented. As part of the course, the three types of succession planning are introduced. The course delves into some of Continue reading "Succession Planning, Engagement Letters & Ethics"...

Plan to attend the 2022 Illinois Fed/State Update Webinar!  Representatives from the Internal Revenue Service, the Illinois Department of Revenue, and the Independent Accountants Association of Illinois (IAAI) will provide on updates, hot topics and so much more.

Ethics webinar featuring speaker George Crouse.  Topics will include but not be limited to conflicts of interest, confidentiality and record retention.

Plan to attend the 2022 Illinois Fed/State Update Webinar!  Representatives from the Internal Revenue Service, the Illinois Department of Revenue, and the Independent Accountants Association of Illinois (IAAI) will provide on updates, hot topics and so much more.

In this last minute before tax season starts, I want to remind you that Congress has not passed any major legislation (yet) affecting 2022 returns. A few things occurred in late 2022 that we discussed in our 2022 1040 classes, but nothing major has occurred. Nevertheless. There are a number of compliance and preparation reminders Continue reading "Last Minute Tax Update with Bob Jennings"...