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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.

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

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.

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 Webinar"...

We explain how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you shouldl be able to define Money Continue reading "Business Pension Plans 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 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041’s, plus Continue reading "1041s for Trusts and Estates Webinar"...

When a partner buys out another partner, or a partnership interest is inherited or bought by the partnership itself one of the single best tax maneuvers in the Internal Revenue Code is making the Sec. 754 step up basis election. This election allows the new owner to allocate the purchase price to the assets of Continue reading "Step Up Basis Election-754 Webinar"...