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Basics & Beyond, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Tax Legislation Webinars

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Cybercrime, Penalty Abatement & Much More

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Experienced Team of Professionals

Webinar Schedule

October

Program TitleDelivery MethodCPE creditsDateTime (ET)Course NumberField(s) of StudyLevelPresenter
Tax Reform Legislation Part 1 : BusinessGroup Internet Based110/10/182:00-3:00 PM ESTYH1DR-U-00075-18-OTaxesBasicMike Miranda
The Sale of Business Assets: Navigating Form 4797Group Internet Based110/11/182:00-3:00 PM ESTYH1DR-T-00069-18-OTaxesBasicLarry Johnson
Ethics Part 1: GeneralGroup Internet Based110/18/182:00-3:00 PM ESTYH1DR-E-00064-17-OTaxesBasicKristy Maitre
Tax Reform Legislation Part 2: IndividualsGroup Internet Based210/18/183:30-5:30 PM ESTYH1DR-U-00088-18-OTaxesBasicKristy Maitre
Retirement Plans Part 1: PlanningGroup Internet Based110/24/182:00-3:00 PM ESTYH1DR-T-00080-18-OTaxesBasicMike Miranda
Retirement Plans Part 2: DistributionsGroup Internet Based110/25/182:00-3:00 PM ESTYH1DR-T-00081-18-OTaxesBasicMike Miranda
Tax Reform Legislation Part 3: EmployersGroup Internet Based210/26/181:00-3:00 PM ESTYH1DR-U-00089-18-OTaxesBasicKristy Maitre

November

Program TitleDelivery MethodCPE creditsDateTime (ET)Course NumberField(s) of StudyLevelPresenter
Form 3115 and the 20% 199A Deduction  Group Internet Based211/8/182:00-4:00 PM ESTYH1DR-T-00071-18-OTaxesBasicLarry Johnson
Changes in Accounting Methods & Business Deductions Part 1  Group Internet Based111/13/182:00-3:00 PM ESTYH1DR-T-00078-18-OTaxesBasicMike Miranda
Changes in Accounting Methods & Business Deductions Part 2Group Internet Based111/14/182:00-3:00 PM ESTYH1DR-T-00079-18-OTaxesBasicMike Miranda
Decedent and Estate TaxGroup Internet Based111/15/182:00-3:00 PM ESTYH1DR-T-00056-17-OTaxesBasicLarry Johnson

December

Program TitleDelivery MethodCPE creditsDateTime (ET)Course NumberField(s) of StudyLevelPresenter
Installment Agreements and Offer in Compromise Group Internet Based112/5/182:00-3:00 PM ESTYH1DR-T-00070-18-OTaxesBasicMike Miranda
Year-End Tax Update LIVE STREAMGroup Internet Based812/11/189:00-5:00 PM ESTYH1DR-T-00086-18-I,U-000085-18-I,-E-00087-18-ITaxesIntermediateLarry Johnson & Sheldon Clark
Ethics Part 1: GeneralGroup Internet Based112/12/182:00-3:00 PM ESTYH1DR-E-00064-17-OTaxesBasicKristy Maitre
Ethics Part 2: Due DiligenceGroup Internet Based112/17/182:00-3:00 PM ESTYH1DR-E-00074-18-OTaxesBasicKristy Maitre
IRS Penalty Abatement – Reasonable CauseGroup Internet Based112/18/182:00-3:00 PM ESTYH1DR-T-00058-17-OTaxesBasicAJ Reynolds
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2018 Tax Webinar Topics

2018 Year-End Income Tax Update:  Can’t make it to our live in-person seminars? We are live-streaming our Year-End seminar on 12/11/18 for an 8 hour event.  You will receive a 250+ page electronic textbook for the session. Topics include: 2018 Tax Legislation–Overview: Let us provide you with an overview of new and proposed legislation, significant cases, IRS rulings and pronouncements, State Tax Updates: Each Part II Seminar includes a review of state law and form changes for Illinois, Iowa, Nebraska, Ohio, Pennsylvania or South Dakota,  Form 1040 – The Impact of the Tax Cuts and Jobs Act Line by Line Analysis Our thorough “Form 1040 & Beyond” review of up-to-the-minute tax law and IRS form changes for 2018 will include line-by-line explanations and analysis of troublesome areas. Our review will be fully integrated with any 2018 tax law changes. The seminar includes many practical and useful illustrations to have you “up and running” for next year’s tax season and ready to answer your clients’ questions about the new tax laws, Ethics and the Tax Client: During the past several years, news rules have been adopted or proposed that impact how we interact with our clients. This segment will provide a look at the latest IRS regulations and changes to professional standards, What’s Exciting, New, and Old with Partnerships: Audit Rules and Regulations, Agreements, Hot Assets, & 199A 20% Example: As a result of the Tax Cuts & Job Act, the Qualified Business Income (QBI) deduction allows individuals a §199A deduction of up to 20% against income from passthrough businesses (partnerships, LLC’s treated as partnerships of S Corporations, S corporations, and sole proprietorships) for tax years between 2018 and 2025. We will provide you with a thorough review of the new 20% deduction as well as some detailed examples,  CPE Credit/CE Hours: 8 including (Federal Tax Law Update: 4, Federal Tax Law & Regs: 3 & Ethics: 1)

 

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: 1

 

Tax Reform Legislation Part 2: Individual:  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: 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: 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: 1

 

“Reunited and It Feels So Good”: Reconstruction of Records for Tax Compliance:   his 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: 1

 

“You Can’t Take It with You”: Decedent and Estate Tax: This 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: 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: 1

 

“Pinball Wizard”: Hobby Loss: 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? 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 Corportation & 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 Responsibilites:  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

 

“Runnin’ Down a Dream” 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

Our Presenters

Larry Johnson, CPA

Larry, former tax manager in a “Top 100” CPA firm, currently provides professional services for a non-profit organization. His extensive experience includes tax preparation, tax planning, IRS representation, and estate planning for clients who range from the modest to the very wealthy and who have been involved in all sorts of businesses including manufacturing, farming, and services. Larry, who holds a Master of Science in Taxation, speaks regularly about taxes to a variety of audiences. His relaxed, “let’s talk about it” approach is perfect for presenting the tax topics and updates we cover at our Basics & Beyond, Inc. income tax seminars.

Kristy Maitre, EA

Currently a tax specialist at Iowa State University ‘s Center for Agricultural Law and Taxation, Kristy brings a unique combination of experience and perspective to our speaker corps. Her twenty-seven years of experience at the IRS, including twelve years as the IRS’s Iowa tax practitioner “go to” person and seven years as an IRS Revenue Agent, give us an experienced speaker who really knows how to handle the IRS bureaucracy. During Kristy’s many presentations to tax practitioners, she regularly demonstrates her special ability to show practitioners how to minimize client tax liability and avoid practitioner compliance problems with the IRS. You’ll enjoy Kristy’s seminar presentation style, she really knows how to explain tax law.

Allan J. “A.J.” Reynolds, EA

A.J. is an enrolled agent (EA). He has immense experience in various areas of taxation, which encompasses over 28 years. His practice centers on Individual, Business and Estate Tax preparation. In addition, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues and Civil Tax Fraud Representations. His clientele ranges from the average worker to fortune 500 executives. A.J. brings his everyday “in the trenches” experience to the seminars to assist attendees with real issues facing tax professionals. A.J. also speaks for Iowa State’s Center for Agricultural Law & Taxation Annual Federal Income Tax Schools. He is a member of the National Association and Iowa Society of Enrolled Agents and a member of the National Association of Tax Professionals. A.J. started his tax career with a National CPA firm in San Diego, CA after proudly serving five years in the United States Navy. Outside his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities with his wife and their two children.

Michael R. Miranda, CPA, QKA, AEP

Michael is a Senior Manager with Williams & Company CPA PC headquartered in Sioux City, Iowa. He currently resides in the Firm’s Sioux Falls, South Dakota office. He joined the firm in July 1989, with over 13 years previous experience as a Tax Specialist in public accounting. Michael provides tax consulting, estate planning and employee benefit services. The tax areas include corporate, individual, partnership, estate and gift, and tax accounting. The employee benefit areas include employee benefit planning and consultation services for qualified and non-qualified plan and welfare benefit plans. Prior to joining Williams & Company, he was on staff as a Tax Specialist with Price Waterhouse in offices at South Bend and Minneapolis, providing tax and estate planning for individuals and small to medium-sized businesses. Professional affiliations include membership in the American Institute of Certified Public Accountants, the South Dakota Society of Certified Public Accountants, and the American Society of Pension Professional Actuaries (ASPPA). In December 2007 he received the ASPPA QKA designation. Michael is also a member of the National Association of Estate Planning Councils (receiving the Accredited Estate Planning (AEP) designation in October 2014). He is currently the Treasurer and Liaison Board member for the Sioux Falls Estate Planning Councils. He currently holds CPA licenses in the states of Iowa, Minnesota and South Dakota.

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