Income Tax Webinar Topics

2017 Tax Webinar Topics

  1. “To Be, or Not to Be”: Identity Theft
  2. “Welcome to the Matrix”: Cybercrime & the Impact on Federal Taxes and Methods to Protect Your Office
  3. “Diamonds Are Forever”: The New IRS  Private Debt Collection Process
  4. “You Double-Dipped!”: S Corporation & Reasonable Compensation
  5. “Reunited and It Feels So Good”: Reconstruction of Records for Tax Compliance
  6. “Do the Right Thing”: Ethics for the Tax Professional
  7. “That’s Entertainment!”: Travel & Entertainment Expenses
  8. “You Can’t Take It with You”: Decedent and Estate Tax
  9. “I’ll Just Expense It”: Itemized Deductions A-Z
  10. “Are You Lonesome Tonight?”: Divorce and its Various Tax Implications
  11. “The Proof is in the Pudding”: IRS Penalty Abatement – Reasonable Cause
  12. “Yakety Yak”: Values-Based Financial Planning & Meaningful Conversations with Your Clients
  13. “This Land is Your Land”: Depreciation – Cost Segregation
  14. “Risky Business”: Employment Taxes for Household Employees
  15. “Filing a Joint Return”: Marijuana & Tax Implications

2017 Tax Webinar Details

“To Be, or Not to Be”: Identity TheftAs a tax professional, we deal with identity theft in this new era of “electronic data”. The impact is broad and you are the front line of defense in helping your client understand identity theft.  Assisting with the filing of a tax return may be the first indication that their identity has been stolen. Journey with us as we define identity theft and explain the IRS processes. CPE Credit/CE Hour: 1

“Welcome to the Matrix”: Cybercrime; The Impact on Federal Taxes and Methods to Protect Your Office: Do you have a plan in place if your business suffers a data breach? What needs to be in your data breach plan? Learn some of the things you can do to protect your client’s personal identifiable information and your business. Be prepared for a cyber disaster, it may only be a click away. CPE Credit/CE Hour: 1

“Diamonds Are Forever”: The New IRS Private Debt Collection ProcessThe Fixing America’s Surface Transportation (FAST) Act, signed into law December 4, 2015, requires the IRS to use private collection agencies (PCAs) for the collection of certain past due taxes defined as inactive tax receivables.  The IRS has developed guidelines for the program. This session provides an overview of the changes to the Internal Revenue Manual Part 5. Join us to learn about the program and other collection issues. CPE Credit/CE Hour: 1

“You Double-Dipped!”: S Corporation & Reasonable CompensationWhat is reasonable compensation and how is it determined? What is the IRS position, the market approach, the most commonly used method favored by the courts, the income approach, and the cost approach – the least used method?  What are the forms of compensation and what type of benefits could be considered compensation? This issue is highly audited by the IRS and a review of that audit process will also be discussed.  Attendees should have basic knowledge of the S Corporation tax law. CPE Credit/CE Hour: 1

“Reunited and It Feels So Good”: Reconstruction of Records for Tax ComplianceThis course will focus on working with clients who are non-filers or are challenged in the record keeping arena. Learn tips on how to reconstruct records from the source information available, or IRS sources.  Some areas where reconstruction of records is important include: state or federal tax audits, tax return preparation, civil or criminal investigations, including supporting claims of embezzlement, theft, elder financial abuse, insurance fraud, contract disputes, and misappropriation of assets, divorce–supporting or refuting claims that accounts and financial data have been altered or income and assets have been hidden, spousal and child support income calculations.  Our discussion will center on tax related issues. CPE Credit/CE Hour: 1

“Do the Right Thing”: Ethics for the Tax Professional:  Today, every tax professional faces rapidly expanding ethical responsibilities as courts and governmental agencies challenge the nature of traditional client relationships. With special emphasis on the disciplinary standards, we’ll look at how professional associations and licensing boards are modifying professional standards and how those changes impact tax preparation and tax planning. We’ll examine recent IRS and Congressional proposals to direct the tax professional’s focus toward client compliance and how these proposals are likely to impact tax avoidance planning. CPE Credit/CE Hour: 1

“That’s Entertainment!”: Travel & Entertainment ExpensesStrap on your seat belts take a trip to see what IS and what IS NOT deductible. We will explore travel & transportation deductions, car expenses, and home office expenses. What is a Tax Home? How do you interpret two work locations or temporary and permanent job assignments? We will also discuss primarily business vs. primarily personal, foreign travel, and substantiation requirements. CPE Credit/CE Hour: 1

“You Can’t Take It with You”: Decedent and Estate TaxThis course will present a definition of terms including income in regards to the decedent, filing dates, IRC Section 454 regarding savings bonds, medical deductions, and separating income between the decedent and the estate. Why is it important to work with an attorney? What forms are required for certain income and expenses { 1040, 1041, 706}. Who can file/sign the decedent return if no estate is open? What is the significance of IRC Section 754 Step Up on decedent assets? What happens to the decedents capital losses? Join us for this important webinar on critical issues affecting the decedent. CPE Credit/CE Hour: 1

“I’ll Just Expense It”: Itemized Deductions A-ZThis is a great webinar for beginners and experienced tax professionals. We will provide an overview regarding allowable deductions; such as medical, dental, taxes, mortgage interest & points, charitable contributions, miscellaneous and the critical importance on what records are needed.  Come join us for a different approach and learn something new on this long-standing topic. CPE Credit/CE Hour: 1

“Are You Lonesome Tonight?”: Divorce and its Various Tax ImplicationsWhat happens when your clients divorce?  What is the relevance of the tax professional assisting clients through this difficult time? We will discuss filing status, name change, joint & separate responsibility & liability, dependents and associated tax credits, retirement plans, alimony, child support, property settlements, allocating estimated payments, NOLs, and Capital Loss carryovers. CPE Credit/CE Hour: 1

“The Proof is in the Pudding”: IRS Penalty Abatement – Reasonable CauseThis course presents numerous topics within the subject of Reasonable Cause.  We will demonstrate how to navigate a first-time Abatement Program, using Form 843, Rev Procedure 84-35 (Partnership Returns), Written & Oral Advice from the IRS, advice from a tax professional or attorney, ordinary business care, lost or destroyed records, code, regulations, Internal Revenue Manual, and case law to support your reasonable cause position. Come join us for this indispensable webinar to assist your clients in their time of need. CPE Credit/CE Hour: 1

“Yakety Yak”: Values-Based Financial Planning; Meaningful Conversations with Your ClientsAs a trusted advisor to our clients we are relied upon to facilitate planning discussions. Technical income tax and estate planning strategies can be help solve problems, however can prove confusing to clients. The first step in helping our clients plan for the future, requires that we understand who and what is most important to them.  Learning to ask our clients good questions is how we will discover our client’s values and convictions. Whether the client is worried about transferring wealth or the family business we need to be inquisitive. Once we better understand our clients and their unique situations, we are more equipped to help them plan.  Join us to learn how to have valuable discussions with your clients. CPE Credit/CE Hour: 1

“This Land is Your Land”: Depreciation – Cost SegregationThis course will focus on pro-taxpayer provisions in the tax law allowing us to shorten depreciable lives. Learn about opportunities presented in IRS pronouncements and case law. Unearth benefits provided in the capitalization and repair regulations effective in 2014.  Understand the benefits of cost segregation studies and how to apply basic cost segregation study concepts. Identify situations that will require a cost segregation study consultant. We will review how to fix depreciation errors from prior years and catch up missed depreciation deductions in the current year. The depreciation rules are full of opportunity. Be more prepared to help your client take full advantage of these rules and accelerate deductions. CPE Credit/CE Hour: 1

“Risky Business”: Employment Taxes for Household EmployeesThe notorious “Nanny Tax” will be discussed in this one hour session. Who are Household Employees? We will delve into examples of household workers and what taxes {Social Security & Medicare, Federal Withholding, Federal Unemployment, State Unemployment} are associated with the household employee. Are there fringe benefits associated with this worker? What Forms must be filed? Sign up for this fast-paced informative webinar on this critical topic affecting more and more of our clients.  CPE Credit/CE Hour: 1

“Filing a Joint Return”: Marijuana & Tax Implications: One area of ethical concern for tax professionals is the emerging Marijuana business, whether medical or recreational in nature.  Being a Schedule 1 controlled substance as classified by the federal government, assisting a taxpayer opens the tax professional to several conflicts. For a marijuana business, the limitation of §280E determines which business expenditures are included in the COGS and thus determines the net income reported on the tax return. It becomes increasingly important to identify what is considered the COGS and the direct expenses of that category. Join us for to learn more about this hot topic. CPE Credit/CE Hour: 1

* All webinars are approved for 1 CPE credit/CE Hour Program Level: Basic Pre-requisite: Basic comprehension of taxation, no advanced preparation required. * CFPs: Although Certified Financial Planners will receive 1 hour of CE credit for attending each of our 2017 webinars, none of the hours will qualify for CFP ethics credit.

Webinar Schedule

August

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
“That’s Entertainment!”: Travel & Entertainment Expenses Form 2106 Group Internet Based 1 8/3/17 1:00pm-2:00pm AR2151 Taxes Basic Larry Johnson
“To Be, or Not to Be”: Identity Theft Group Internet Based 1 8/15/17 1:00pm-2:00pm KA2137 Taxes Basic Larry Johnson
“Are You Lonesome Tonight?”: Divorce and its Various Tax Implications Group Internet Based 1 8/17/17 1:00pm-2:00pm AR2157 Taxes Basic AJ Reynolds
“Risky Business”: Employment Taxes for Household Employees Group Internet Based 1 8/24/17 1:00pm-2:00pm AR2159 Taxes Basic AJ Reynolds
“Welcome to the Matrix”: Cybercrime; The Impact on Federal Taxes and Ways to Protect Your Office Group Internet Based 1 8/30/17 1:00pm-2:00pm KA2139 Taxes Basic Larry Johnson

September

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
“You Double-Dipped!”: S Corporation & Reasonable Compensation Group Internet Based 1 9/13/17 12:00pm-1:00pm KA2143 Taxes Basic Larry Johnson
“I’ll Just Expense It”: Itemized Deductions A-Z Group Internet Based 1 9/14/17 1:00pm-2:00pm AR2155 Taxes Basic AJ Reynolds
“Do the Right Thing”: Ethics for the Tax Professional Group Internet Based 1 9/19/17 1:00pm-2:00pm KA2149 Taxes Basic Larry Johnson
“That’s Entertainment!”: Travel & Entertainment Expenses Form 2106 Group Internet Based 1 9/20/17 1:00pm-2:00pm AR2151 Taxes Basic AJ Reynolds

October

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
“You Can’t Take It With You”: Decedent and Estate Tax Group Internet Based 1 10/4/17 1:00pm-2:00pm AR2153 Taxes Basic Larry Johnson
“The Proof is in the Pudding”: IRS Penalty Abatement – Reasonable Cause Group Internet Based 1 10/12/2017 1:00pm-2:00pm AR2161 Taxes Basic Larry Johnson
“You Double-Dipped!”: S Corporation & Reasonable Compensation Group Internet Based 1 10/26/17 12:00pm-1:00pm KA2143 Taxes Basic Michael Miranda

November

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
“”The Proof is in the Pudding”: IRS Penalty Abatement – Reasonable Cause Group Internet Based 1 11/2/17 1:00pm-2:00pm AR2161 Taxes Basic Michael Miranda
“You Can’t Take It With You”: Decedent and Estate Tax Group Internet Based 1 11/9/17 1:00pm-2:00pm AR2153 Taxes Basic Michael Miranda
“Filing a Joint Return”: Marijuana & Tax Implications Group Internet Based 1 11/29/17 1:00pm-2:00pm LJ2167 Taxes Basic Michael Miranda
“This Land is Your Land”: Depreciation – Cost Segregation Group Internet Based 1 11/30/17 1:00pm-2:00pm LJ2165 Taxes Basic Michael Miranda

December

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
“Are You Lonesome Tonight?”: Divorce Group Internet Based 1 12/14/17 1:00pm-2:00pm AR2157 Taxes Basic AJ Reynolds
“Risky Business”: Employment Taxes for Household Employees Group Internet Based 1 12/15/17 1:00pm-2:00pm AR2159 Taxes Basic AJ Reynolds
“Do the Right Thing”: Ethics for the Tax Professional Group Internet Based 1 12/28/17 12:00pm-1:00pm KA2149 Taxes Basic Kristy Maitre

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