Income Tax Webinar Topics

2018 Tax Webinar Topics

  1. Tax Reform Legislation Part 1: Business Impact
  2. Tax Reform Legislation Part 2: Individual Impact
  3. Tax Reform Legislation Part 3: Employer Impact
  4. “Welcome to the Matrix” Cybercrime & the Impact on Federal Taxes and Methods to Protect Your Office
  5. “Reunited and It Feels So Good” Reconstruction of Records for Tax Compliance
  6. “You Can’t Take It with You” Decedent and Estate Tax
  7. “The Proof is in the Pudding” IRS Penalty Abatement – Reasonable Cause
  8. “Pinball Wizard” Hobby Loss
  9. “Should I Stay or Should I Go?” S Corporation vs. C Corporation & Reasonable Compensation
  10. “Do the Right Thing” Ethics Part 1: General
  11. “Do the Right Thing” Ethics Part 2: Due Diligence Responsibilities
  12. “A Change is Gonna Come” Form 3115 and the 20% 199A deduction
  13. “Promises, Promises” Employee vs. Independent Contractor – Volunteer Classification Settlement Program (VCSP)
  14. “Go on, Take the Money and Run” The Sale of Business Assets: Navigating Form 4797
  15. “You Can’t Always Get What You Want” Installment Agreements & Offers in Compromise
  16. “The Art of Deduction” Changes in Accounting Methods & Business Deductions Part 1
  17. “The Art of Deduction” Changes in Accounting Methods & Business Deductions Part 2
  18. “Runnin’ Down a Dream” Retirement Plans Part 1: Planning
  19. “Leaving on a Jet Plane” Retirement Plans Part 2: Distributions

2018 Tax Webinar Details

Tax Reform Legislation Part 1: Business: How will business owners be affected by the new tax plan? Will business taxes and personal tax rates increase or decrease for your clients? What happens to their deductions? We will discuss Pass-through income tax rates, tax deductions, stock options, and other factors that will affect your clients tax planning process. CPE Credit/CE Hour: 1

Tax Reform Legislation Part 2: Individuals: The Tax Cuts and Jobs Act make sweeping changes to individual income tax for 2018 and beyond. How will the new law impact your client base?  We will discuss Individual changes in the tax law and issues you will need to address with your clients in the current year when you meet to prepare the 2017 tax return. CPE Credit/CE Hour: 1

Tax Reform Legislation Part 3: Employers: How will the new law impact an employer? The Tax Cut and Jobs Act makes significant changes to employee benefits and their taxability.  In addition, certain tax benefits of employers were modified. Finally, with the changes in tax brackets and the many other individual changes, what does an employer need to be aware of to address questions from their employees? Join us as we review the changes and prepare your employers for 2018. If you have clients with employees, this is a must attend event. 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 data. Be prepared for a cyber disaster, it may only be a click away. 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

“You Can’t Take It with You” Decedent and Estate Tax: This course will present a definition of terms including income with regards to the decedent, filing dates, IRC § 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 § 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

“The Proof is in the Pudding” IRS Penalty Abatement – Reasonable Cause: This 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

“Pinball Wizard” Hobby LossCan you distinguish between an Active Trade or Business and a Hobby? This is a subject that is gaining popularity in the tax community as we see an increase in litigation related to hobby loss. How might hobby loss rules apply to non-hobby activities and rental activity? What are some of the practical consequences? In addition, how has the hobby loss deduction for expenses changes for 2018 going forward? We will discuss the factors in establishing a profit motive and provide questions as well as a nine factor check list to use with clients. CPE Credit: 1

“Should I Stay or Should I Go?”: S Corporation vs. C Corporation & Reasonable Compensation: As a result of Tax Reform, many business owners are considering changing from an S Corp to a C Corp, or vice versa. Is this wise? What are the ramifications? What 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: 2

“Do the Right Thing” Part 1: 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: 1

“Do the Right Thing” Part 2: Ethics Due Diligence Responsibilities: In part 2 of this series, we will review §10.22 Due Diligence requirements under Circular 230, define due diligence responsibilities and the benefits, identify tips for meeting due diligence, and most importantly, the consequences of not meeting due diligence. CPE Credit: 1

“A Change is Gonna Come” Form 3115 and the 20% 199A deduction: The Tax Cuts and Jobs Act has made significant changes to tax accounting methods, especially for clients with average gross receipts of $25M or less.  We will review the various changes to tax accounting methods, including the cash method of accounting, alternatives to inventory accounting, the expanded exception to the UNICAP rules, and the small construction contractor exception.  We’ll also examine the procedures that will be mandated through the filing of Form 3115.  This webinar will also include a review of the §199A or the 20% Qualified Business Income using detailed examples. CPE Credit: 2

“Promises, Promises” Employee vs. Independent Contractor – Voluntary Classification Settlement Program (VCSP): Save your client some money and headaches if you have repeatedly counseled them on the issue of employee vs. independent contractor. The Voluntary Classification Settlement Program may be the right choice to get your client into compliance with treating their workers as employees. Learn about the process, how to qualify for the program and examples of tax savings your client will benefit from.  Be the hero for your client and show them the ins and outs of this IRS program, and gain a new client for payroll taxes. CPE Credit: 1

“Go on, Take the Money and Run” The Sale of Business Assets: Navigating Form 4797: Put the pieces of the puzzle together as we walk you through the ins and outs of Form 4797 and what property needs to be reported. The §1231, §1250 and §1245 confusion will be clarified. CPE Credit: 1

“You Can’t Always Get What You Want” Installment Agreements & Offer in Compromise: Installment agreements are simple and easier to implement than ever before. But, there are several things to consider concerning the type of agreement, how to qualify and more importantly keeping the agreement in force. How can you provide your client with a fresh start? We will discuss issues concerning Offer in Compromise – an overview on types of OIC, payment options, and how to calculate an amount that the IRS will agree to. What deductions are allowed? Join this discussion on implementing installment agreements that your client can adhere to and at the same time stay in compliance. CPE Credit: 1

“The Art of Deduction” Changes in Accounting Methods & Business Deductions Part 1:  We will examine the impact of making a tax accounting method change under the Tax Cuts and Jobs Act, the significant method changes that will impact many clients in 2018.  Also, the Act has modified the treatment of certain business deductions, including depreciation and §179 expensing election.  We’ll explore the cost recovery provisions under the Act, including bonus depreciation, changes to depreciation for the agricultural industry, treatment of qualified improvement property and changes in the like-kind exchange provisions. CPE Credit: 1

“The Art of Deduction” Changes in Accounting Methods & Business Deductions Part 2: This webinar will continue the discussion of tax accounting method changes and the procedures for making such method changes and the Form 3115.  We will also review other business deductions changes under the Tax Cuts and Jobs Act, including the NOL deduction, deduction for net business interest, entertainment expense deduction changes and excess business loss disallowance rules. CPE Credit: 1

“Runnin’ Down a Dream” Retirement Plans Part 1: Planning: The prospects of setting up the right type of retirement plan for clients can be intimidating.  However, as professionals, we need to be adequately versed in helping our clients set up effective retirement plans.  We will explore the various types of retirement plans and discuss their suitability under various client situations.  The learning objective will be to assist professionals in identifying a retirement plan solution that meet the multi-faceted goals of the Plan sponsor as well as the Plan participants. We will explore the tax and planning aspects of our private and public retirement plan systems and  discuss qualified plan arrangements, choosing the right small business plan, Regular IRAs (tax deferred) and Roth IRAs. CPE Credit: 1

“Leaving on a Jet Plane” Retirement Plans Part 2: Distributions:  Now that we have provided our participants with a financial “nest egg” designed to provided for adequate retirement security, how do we maximize the benefit through effective distribution strategies?  This webinar will explore the various types of retirement plan distributions, the income tax and potential tax consequences for early distributions and review the various rules for required minimum distributions (RMDs).  Also, we will present you with the important operational issues, including correction procedures and plan termination considerations. Join us for more details. CPE Credit: 1

*All webinars are approved for 1 CPE credit/CE Hour per 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 2018 webinars, none of the hours will qualify for CFP ethics credit.

Webinar Schedule

March

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Tax Reform Legislation Part 2 Individuals Group Internet Based 1 3/15/2018 2:00pm YH1DR-T-00066-18-O Taxes Basic Kristy Maitre
Tax Reform Legislation Part 3 Employer Impact Group Internet Based 1 3/20/2018 2:00pm YH1DR-T-00067-18-O Taxes Basic Kristy Maitre
Tax Reform Legislation Part 1 Business Group Internet Based 1 3/22/2018 2:00pm YH1DR-T-00065-18-O Taxes Basic Mike Miranda

May

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Hobby Loss  Group Internet Based 1 5/17/18 2:00-3:00 PM EST YH1DR-T-00072-18-O Taxes Basic Larry Johnson
Form 3115 and the 20% 199A deduction  Group Internet Based 2 5/24/18 2:00-4:00 PM EST YH1DR-T-00071-18-O Taxes Basic Larry Johnson

June

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
S Corporation VS. C Corporation & Reasonable Compensation Group Internet Based 2 6/7/18 2:00-4:00 PM EST YH1DR-U-00073-18-O Taxes Basic Mike Miranda
IRS Penalty Abatement – Reasonable Cause Group Internet Based 1 6/14/18 2:00-3:00 PM EST YH1DR-T-00058-17-O Taxes Basic Larry Johnson
Reconstruction of Records for Tax Compliance Group Internet Based 1 6/19/18 1:00-2:00 PM EST YH1DR-T-00054-17-O Taxes Basic Kristy Maitre
Ethics Part 1: General Group Internet Based 1 6/21/18 2:00-3:00 PM EST YH1DR-E-00064-17-O Taxes Basic Kristy Maitre
Employee vs. Independent Contractor – Volunteer Classification Settlement Program (VCSP) Group Internet Based 1 6/27/18 2:00-3:00 PM EST YH1DR-T-00068-18-O Taxes Basic AJ Reynolds
The Sale of Business Assets: Navigating Form 4797 Group Internet Based 1 6/28/18 2:00-3:00 PM EST YH1DR-T-00069-18-O Taxes Basic AJ Reynolds

July

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Installment Agreement & OIC  Group Internet Based 1 7/11/18 2:00-3:00 PM EST YH1DR-T-00070-18-O Taxes Basic AJ Reynolds
Cybercrime & the Impact on Federal Taxes and Methods to Protect Your Office Group Internet Based 1 7/17/18 1:00-2:00 PM EST YH1DR-T-00051-17-O Taxes Basic Kristy Maitre
Decedent and Estate Tax Group Internet Based 1 7/18/18 2:00-3:00 PM EST YH1DR-T-00056-17-O Taxes Basic AJ Reynolds
Ethics Part 2: Due Dilligence Group Internet Based 1 7/19/18 2:00-3:00 PM EST YH1DR-E-00074-18-O Taxes Basic Kristy Maitre
Changes in Accounting Methods & Business Deductions Part 1  Group Internet Based 1 7/25/18 2:00-3:00 PM EST YH1DR-T-00078-18-O Taxes Basic Mike Miranda
Changes in Accounting Methods & Business Deductions Part 2 Group Internet Based 1 7/26/18 2:00-3:00 PM EST YH1DR-T-00079-18-O Taxes Basic Mike Miranda

August

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Retirement Plans Part 1: Planning Group Internet Based 1 8/9/18 2:00-3:00 PM EST YH1DR-T-00080-18-O Taxes Basic Mike Miranda
Retirement Plans Part 2: Distributions Group Internet Based 1 8/10/18 2:00-3:00 PM EST YH1DR-T-00081-18-O Taxes Basic Mike Miranda
S Corporation VS. C Corporation & Reasonable Compensation Group Internet Based 2 8/14/18 1:00-3:00pm EST YH1DR-U-00073-18-O Taxes Basic Kristy Maitre
Hobby Loss  Group Internet Based 1 TBD TBD YH1DR-T-00072-18-O Taxes Basic AJ Reynolds
Ethics Part 1: General Group Internet Based 1 8/23/18 2:00-3:00 PM EST YH1DR-E-00064-17-O Taxes Basic Kristy Maitre
The Sale of Business Assets: Navigating Form 4797 Group Internet Based 1 8/29/18 2:00-3:00 PM EST YH1DR-T-00069-18-O Taxes Basic AJ Reynolds

September

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Form 3115 and the 20% 199A deduction  Group Internet Based 2 9/12/18 2:00-4:00 PM EST YH1DR-T-00071-18-O Taxes Basic AJ Reynolds & Mike Miranda
IRS Penalty Abatement – Reasonable Cause Group Internet Based 1 9/13/18 2:00-3:00 PM EST YH1DR-T-00058-17-O Taxes Basic AJ Reynolds
Ethics Part 2: Due Dilligence Group Internet Based 1 9/19/18 2:00-3:00 PM EST YH1DR-E-00074-18-O Taxes Basic Kristy Maitre
Cybercrime & the Impact on Federal Taxes and Methods to Protect Your Office Group Internet Based 1 9/20/18 2:00-3:00 PM EST YH1DR-T-00051-17-O Taxes Basic Larry Johnson

October

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Tax Reform Legislation Part 1 : Business Group Internet Based 1 10/10/18 2:00-3:00 PM EST YH1DR-U-00075-18-O Taxes Basic Mike Miranda
The Sale of Business Assets: Navigating Form 4797 Group Internet Based 1 10/11/18 2:00-3:00 PM EST YH1DR-T-00069-18-O Taxes Basic Larry Johnson
Ethics Part 1: General Group Internet Based 1 10/18/18 2:00-3:00 PM EST YH1DR-E-00064-17-O Taxes Basic Kristy Maitre
Retirement Plans Part 1: Planning Group Internet Based 1 10/24/18 2:00-3:00 PM EST YH1DR-T-00080-18-O Taxes Basic Mike Miranda
Retirement Plans Part 2: Distributions Group Internet Based 1 10/25/18 2:00-3:00 PM EST YH1DR-T-00081-18-O Taxes Basic Mike Miranda

November

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Form 3115 and the 20% 199A deduction  Group Internet Based 2 11/8/18 2:00-4:00 PM EST YH1DR-T-00071-18-O Taxes Basic Larry Johnson
Changes in Accounting Methods & Business Deductions Part 1  Group Internet Based 1 11/13/18 2:00-3:00 PM EST YH1DR-T-00078-18-O Taxes Basic Mike Miranda
Changes in Accounting Methods & Business Deductions Part 2 Group Internet Based 1 11/14/18 2:00-3:00 PM EST YH1DR-T-00079-18-O Taxes Basic Mike Miranda
Decedent and Estate Tax Group Internet Based 1 11/15/18 2:00-3:00 PM EST YH1DR-T-00056-17-O Taxes Basic Larry Johnson

December

Program Title Delivery Method CPE credits Date Time (ET) Course Number Field(s) of Study Level Presenter
Installment Agreements and Offer in Compromise Group Internet Based 1 12/6/18 2:00-3:00 PM EST YH1DR-T-00070-18-O Taxes Basic Mike Miranda
Ethics Part 1: General Group Internet Based 1 12/12/18 2:00-3:00 PM EST YH1DR-E-00064-17-O Taxes Basic Kristy Maitre
Ethics Part 2: Due Dilligence Group Internet Based 1 12/17/18 2:00-3:00 PM EST YH1DR-E-00074-18-O Taxes Basic Kristy Maitre
IRS Penalty Abatement – Reasonable Cause Group Internet Based 1 12/18/18 2:00-3:00 PM EST YH1DR-T-00058-17-O Taxes Basic AJ Reynolds

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