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.

With each annual guidance update issued by the Financial Accounting Standards Board and AICPA comes a need for regular practitioner training. At the most basic level, our Accounting and Auditing course offers a comprehensive explanation of auditing and accounting for non-public clients. Taught by TaxSpeaker’s® resident Certified Fraud Examiner, Bill Leonard, CPA, attendees enjoy the Continue reading "Accounting & Auditing Update Webinar"...

A complete review of requirements to have health savings accounts, contribution rules and limits, withdrawal rules, penalties, deposits and reporting.

This new course for 2022 will begin by explaining major crypto-currency concepts and then going knee-deep into tax compliance and reporting issues, while including dozens of examples and completed forms. We will discuss and explain crypto, NFT’s, staking, nodes and lending and more while also discussing FBAR and FATCA issues. We will then review the Continue reading "Crypto Currency and the New Economy"...

This course will cover IRS Notice 2021-49 and Rev. Proc. 2021-33 which clarify the latest rules under the American Rescue Plan and 2021, as well as answering lingering questions regarding the calculation, which owners/spouses/employees are eligible, and how to calculate gross receipts. This course covers the latest guidance through 2022.