Looking for our full day
live Seminars?
October
Date: Tuesday, October 8, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, October 8, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Gift Tax Reporting on Form 709
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, October 9, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00291-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
Delve into the intricacies of gift tax reporting with our exclusive webinar tailored for tax professionals. Explore the nuances of Form 709, gain insights into effective gift tax planning strategies, and navigate the complexities of reporting gifts to ensure compliance with tax regulations. Join us to sharpen your expertise, empowering you to guide your clients through the meticulous process of gift tax reporting and strategic wealth transfer planning.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
The Fifth Amendment & Offshore Audits
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Wednesday, October 16, 2024
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00292-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
The Fifth Amendment is normally associated with criminal proceedings andthe prohibition against self-incriminating testimony. However, the Fifth Amendment is a littlebroader than that. Its protections also apply in some pseudo-criminal matters, such as contemptof Congress. More importantly for tax law purposes, there is a documentary production privilege,and there is a trio of cases that flesh out this concept.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Employee vs Independent Contractor
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, October 17, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00294-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Dive into the nuanced distinction between employees and independent contractors in our specialized webinar for tax professionals. Gain a comprehensive understanding of the criteria that define these classifications, navigate the associated tax implications, and learn strategic approaches for advising clients on proper worker categorization to ensure compliance with tax regulations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Tax Implications of the Gig Economy
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, October 23, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00293-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Join our exclusive webinar for tax professionals as we dissect the intricate tax implications of the Gig Economy. Explore the unique challenges and opportunities presented by gig workers, delve into tax reporting requirements, and gain insights into optimizing tax strategies for both individuals and businesses operating in this dynamic sector. Stay ahead of the curve with expert guidance on navigating the evolving landscape of the Gig Economy and providing clients with informed advice for tax compliance and efficiency.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, October 24, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00275-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Can 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? We will discuss the factors in establishing a profit motive and provide questions as well as a check list to use with clients.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Overview of Form 1040
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Wednesday, October 30, 2024
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00278-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Join our exclusive 2-hour webinar tailored for tax professionals, where we demystify the intricacies of Form 1040—the cornerstone of individual income tax returns. Delve into the latest updates, essential schedules, and nuanced considerations to ensure accuracy and compliance with the ever-evolving tax code. Equip yourself with the knowledge to expertly navigate Form 1040, streamline your tax preparation processes, and provide clients with invaluable insights into maximizing their tax benefits.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Trusts and Estates – Part 1
Presenter
Time
1:00 pm – 3:00 pm ET
Date: Thursday, October 31, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00308-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Join Michael in the first of two webiners as we strengthen your knowledge of strategic estate planning. With TCJA sunset provisions possibly in play we as professionals need to be ready to advise our clients on key provision that may significantly impact their financial and estate well being. We will review types of trusts, trustee powers, recognition and realization of income, the elements of an estate and the taxation of trusts and estates.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
November
Trusts and Estates – Part 2
Presenter
Time
1:00 pm – 3:00 pm ET
Date: Wednesday, November 6, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00309-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Join Michael as he builds on the previous webinar regarding trust and estate matters. The session will focus on managing tax obligations of trusts and estates, and how these obligations affect beneficiaries. He will also discuss important estate tax planning strategies and recent IRS guidance that may impact certain types of existing trusts. Lastly, review the need to maximize every client’s basic exclusion amount before the possible reduction assuming that Congress lets the TCJA provision sunset.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Understanding Financial Statements for Schedule C’s, S Corps & Partnerships
Presenter
Time
1:00 pm – 3:00 pm ET
Date: Thursday, November 7, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00295-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson
Description:
Join our specialized webinar designed for tax professionals to master the interpretation and analysis of financial statements for Schedule C’s, S Corporations, and Partnerships. Gain practical insights into dissecting these financial documents, understanding key indicators, and optimizing tax strategies for diverse business structures. Elevate your proficiency in financial statement analysis, enabling you to provide strategic advice and enhance the overall financial well-being of your clients.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, November 12, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, November 12, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Various Form 1099s
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, November 13, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00296-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley
Description:
Embark on a comprehensive exploration of Various Form 1099s in our exclusive webinar tailored for tax professionals. Navigate the intricate landscape of different 1099 forms, delve into reporting requirements, and gain practical insights into compliance nuances, ensuring you are well-equipped to handle diverse income sources for your clients. Join us to enhance your proficiency in managing Form 1099 reporting, empowering you to navigate the complexities of tax compliance with confidence and accuracy.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Quarterly Tax Update 2024: Part 3
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, November 14, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00297-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Our final update of the year – Tax Season has ended but still much to do as we review guidance issued, year end issues to address and other key updates announced.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
S Corp Basis (Form 7203) and Partnership Basis
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, November 19, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00305-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
As a tax professional, it’s imperative to know basis rules and calculations for our clients that are shareholders and or partners in Pass-through entities. Furthermore, we must analyze how basis rules affect their individual Form 1040 tax return.
This session will provide a valuable and essential overview for Partnership and S Corporation basis issues
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Demystifying the FBAR
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Wednesday, November 20, 2024
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00298-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course breaks the FBAR (Foreign Bank Account Report) down into its individual components and covers each in exquisite detail. Uncover the intricacies of FBAR compliance, discover best practices for reporting foreign financial accounts, and stay ahead of regulatory changes. Join us for expert insights that will equip you with the knowledge and strategies necessary to navigate FBAR requirements effectively and assist your clients in meeting their international tax obligations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
SECURE 1.0 and 2.0 Acts
Presenter
Time
1:00 pm – 3:00 pm ET
Date: Thursday, November 21, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-U-00307-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
SECURE 1.0 and 2.0 Acts – Where are we at with all of this retirement plan legislation? Review current DOL and IRS guidance, including the various provisions in SECURE 2.0 and the latest IRS guidance related to such provisions including the IRC §529 ROTH rollover, the Rothification of employee and employer contributions to SEPs and SIMPLEs, the special spousal rollover. And finally, will we have final death RMD regulations under the 10-year distribution provision in SECURE 1.0 Act?
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
December
Penalty Abatement
Presenter
Time
1:00 pm – 2:00 pm ET
Date: Tuesday, December 17, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00306-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
This course presents numerous topics within the subject of Reasonable Cause. We will demonstrate how to navigate a first-time Abatement Program. We will show by using the Internal Revenue Manual, IRC, Regulations and case law how to navigate and support your clients reasonable cause position. This webinar will provide valuable techniques to assist our clients to reduce penalties imposed by the Internal Revenue Service in various situations. Come join us for this indispensable webinar to assist your clients in their time of need.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Ethics: Part 1
Presenter
Time
1:00 pm – 2:00 pm ET
Date: Wednesday, December 18, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |
Ethics: Part 2
Presenter
Time
2:30 pm – 3:30 pm ET
Date: Wednesday, December 18, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $249 | 75% Savings |