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"...

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.

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

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 surtaxes.

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

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

Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various Continue reading "Social Security & Medicare"...

This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and Continue reading "Practice Management"...

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.

The 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types Continue reading "1041’s for Trusts & Estates Webinar"...

A complete review of employer requirements to provide, comply, deduct and subject to tax all major qualified fringe benefits.