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.
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
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
Give the very best tax advice to your individual and small business clients with the newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income Continue reading "Best of Tax Planning & Retirement Ideas for Individuals Webinar"...
Give the very best tax advice to your individual and small business clients with the newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income Continue reading "Best of Tax Planning & Retirement Ideas for Individuals Webinar"...
All aspects of individual income tax returns for the taxability of debt cancellation, as well as the exclusions from taxation are presented, with multiple examples, completed forms and tax attribute calculations.
All aspects of individual income tax returns for the taxability of debt cancellation, as well as the exclusions from taxation are presented, with multiple examples, completed forms and tax attribute calculations.
The remainder of the day is spent on the latest technolBrought back in 2024 for the first time in 5 years, the first ½ of this course is devoted to security. 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 Continue reading "Technology & Security Webinar"...
The remainder of the day is spent on the latest technolBrought back in 2024 for the first time in 5 years, the first ½ of this course is devoted to security. 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 Continue reading "Technology & Security Webinar"...
Course Description: The SECURE Act of 2019 changed the most popular retirement plans used in the United States and was the first major retirement-related legislation since 2006. The SECURE Act 2.0 of 2022 builds and expands on the SECURE Act of 2019 to improve retirement savings opportunities. Notices continue to occur in an effort to Continue reading "The SECURE Act of 2019 and the SECURE Act 2.0: The Changing Landscape of Retirement Plans"...
Course Description: The SECURE Act of 2019 changed the most popular retirement plans used in the United States and was the first major retirement-related legislation since 2006. The SECURE Act 2.0 of 2022 builds and expands on the SECURE Act of 2019 to improve retirement savings opportunities. Notices continue to occur in an effort to Continue reading "The SECURE Act of 2019 and the SECURE Act 2.0: The Changing Landscape of Retirement Plans"...
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