Taxes

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous updates to the IRC and the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered.  This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Taxes

CPE Hours: 2

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous updates to the IRC and the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered.  This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Taxes

CPE Hours: 2

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are not deductible. This course will describe the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, this course will describe when taxpayers are permitted to take distributions from an IRA account.

Field of Study: Taxes

CPE Hours: 3

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a quick review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2023. This course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2023.

Field of Study: Taxes

CPE Hours: 3

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for 2023. Part 1 of this course will provide a summary description of all provisions referenced in the Business Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed when the tax law was enacted in 2018 and which were updated for 2023. Each provision will reference a more detailed description of the provision in Part 2 of this course.  The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes

CPE Hours: 13

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a thorough review of the Individual Tax Reform section of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for 2023. Part 1 of this course will provide a summary description of all provisions referenced in Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed for 2018 and which were updated for 2023. Each provision will reference a more detailed description of the provision in Part 2 of this course.  The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes

CPE Hours: 8

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for 2023. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2023. Each provision will reference a more detailed description of the provision in Part 2 of this course.  The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes

CPE Hours: 30

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous updates to the IRC and the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered.  This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Taxes

CPE Hours: 2

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous updates to the IRC and the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered.  This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Taxes

CPE Hours: 2

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are not deductible. This course will describe the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, this course will describe when taxpayers are permitted to take distributions from an IRA account.

Field of Study: Taxes

CPE Hours: 3

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a quick review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2023. This course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2023.

Field of Study: Taxes

CPE Hours: 3

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for 2023. Part 1 of this course will provide a summary description of all provisions referenced in the Business Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed when the tax law was enacted in 2018 and which were updated for 2023. Each provision will reference a more detailed description of the provision in Part 2 of this course.  The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes

CPE Hours: 13

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a thorough review of the Individual Tax Reform section of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for 2023. Part 1 of this course will provide a summary description of all provisions referenced in Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed for 2018 and which were updated for 2023. Each provision will reference a more detailed description of the provision in Part 2 of this course.  The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes

CPE Hours: 8

The Tax Cuts and Jobs Act of forms the current foundation of the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2023 that will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for 2023. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2023. Each provision will reference a more detailed description of the provision in Part 2 of this course.  The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes

CPE Hours: 30

The American Rescue Plan of 2021 is the latest COVID-19 relief package that provides $1.9 trillion in mandatory funding, program changes and tax policies aimed at mitigating the continuing effects of the pandemic. The bill was crafted to provide urgent and targeted funding to defeat the virus and provide workers and families the resources they need to survive the pandemic while the vaccine is distributed to every American.

The American Rescue Plan of 2021 was passed by the House Feb. 27, 2021, and the Senate March 6, 2021. It was signed into law by President Biden on March 11, 2021. The American Rescue Plan of 2021 will cost of $1.9 trillion making it one of the largest economic rescue plans in U.S. history.

The American Rescue Plan of 2021 is the latest legislation to facilitate recovering from the economic and health effects of the COVID-19 pandemic. This legislation following the CARES Act of 2020 and the Consolidated Appropriations Act of 2021. This Act extends some aspects of those bills while also creating new recovery provisions. It mixes efforts to mitigate the economic effects of the pandemic with strategies to fight the virus itself.

Field of Study: Taxes

CPE Hours: 2

The American Rescue Plan of 2021 is the latest COVID-19 relief package that provides $1.9 trillion in mandatory funding, program changes and tax policies aimed at mitigating the continuing effects of the pandemic. The bill was crafted to provide urgent and targeted funding to defeat the virus and provide workers and families the resources they need to survive the pandemic while the vaccine is distributed to every American.

The American Rescue Plan of 2021 was passed by the House Feb. 27, 2021, and the Senate March 6, 2021. It was signed into law by President Biden on March 11, 2021. The American Rescue Plan of 2021 will cost of $1.9 trillion making it one of the largest economic rescue plans in U.S. history.

The American Rescue Plan of 2021 is the latest legislation to facilitate recovering from the economic and health effects of the COVID-19 pandemic. This legislation following the CARES Act of 2020 and the Consolidated Appropriations Act of 2021. This Act extends some aspects of those bills while also creating new recovery provisions. It mixes efforts to mitigate the economic effects of the pandemic with strategies to fight the virus itself.

Field of Study: Taxes

CPE Hours: 2

The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States' recovery from the economic and health effects of the COVID-19 pandemic and the ongoing recession. This legislation was first proposed on January 14, 2021, the package builds upon many of the measures in the CARES Act from March and in the Consolidated Appropriations Act, 2021, from December.

Field of Study: Taxes

CPE Hours: 3

The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States' recovery from the economic and health effects of the COVID-19 pandemic and the ongoing recession. This legislation was first proposed on January 14, 2021, the package builds upon many of the measures in the CARES Act from March and in the Consolidated Appropriations Act, 2021, from December.

Field of Study: Taxes

CPE Hours: 5

The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States' recovery from the economic and health effects of the COVID-19 pandemic and the ongoing recession. This legislation was first proposed on January 14, 2021, the package builds upon many of the measures in the CARES Act from March and in the Consolidated Appropriations Act, 2021, from December.

Field of Study: Taxes

CPE Hours: 3

The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States' recovery from the economic and health effects of the COVID-19 pandemic and the ongoing recession. This legislation was first proposed on January 14, 2021, the package builds upon many of the measures in the CARES Act from March and in the Consolidated Appropriations Act, 2021, from December.

Field of Study: Taxes

CPE Hours: 5

The American Rescue Plan of 2021 is the latest COVID-19 relief package that provides $1.9 trillion in mandatory funding, program changes and tax policies aimed at mitigating the continuing effects of the pandemic. The bill was crafted to provide urgent and targeted funding to defeat the virus and provide workers and families the resources they need to survive the pandemic while the vaccine is distributed to every American.

The American Rescue Plan of 2021 was passed by the House Feb. 27, 2021, and the Senate March 6, 2021. It was signed into law by President Biden on March 11, 2021. The American Rescue Plan of 2021 carries a cost of $1.9 trillion making it one of the largest economic rescue plans in U.S. history.

The American Rescue Plan of 2021 is the latest legislation to facilitate recovering from the economic and health effects of the COVID-19 pandemic. This legislation follows the CARES Act of 2020 and the Consolidated Appropriations Act of 2021, and extends some aspects of those bills while also creating new recovery provisions. It mixes efforts to mitigate the economic effects of the pandemic with strategies to fight the virus itself.

Field of Study: Taxes

CPE Hours: 2

The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act.

The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of the COVID-19 pandemic in the United States. The spending primarily includes $300 billion in one-time cash payments to individuals. It also included $208 billion in loans to major industry, and $349 billion in Small Business Administration loans.

The CARES Act was broken down into two main section. The first section, known in the legislation as Division A, covered language that approved provisions for many programs and spending. It is specifically title as, “Keeping Workers Paid and Employed, Health Care System Enhancements, and Economic Stabilization”. The second section, known as Division B in the legislation, covered all the appropriations that were for emergencies or that were discretionary. This section is specifically titled, “Emergency Appropriations for Coronavirus Health Response and Agency Operations.

Field of Study: Taxes

CPE Hours: 4

The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act.

The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of the COVID-19 pandemic in the United States. The spending primarily includes $300 billion in one-time cash payments to individuals. It also included $208 billion in loans to major industry, and $349 billion in Small Business Administration loans.

The CARES Act was broken down into two main section. The first section, known in the legislation as Division A, covered language that approved provisions for many programs and spending. It is specifically title as, “Keeping Workers Paid and Employed, Health Care System Enhancements, and Economic Stabilization”. The second section, known as Division B in the legislation, covered all the appropriations that were for emergencies or that were discretionary. This section is specifically titled, “Emergency Appropriations for Coronavirus Health Response and Agency Operations.

Field of Study: Taxes

CPE Hours: 4

The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act.

The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of the COVID-19 pandemic in the United States. The spending primarily includes $300 billion in one-time cash payments to individuals. It also included $208 billion in loans to major industry, and $349 billion in Small Business Administration loans.

The CARES Act was broken down into two main section. The first section, known in the legislation as Division A, covered language that approved provisions for many programs and spending. It is specifically title as, “Keeping Workers Paid and Employed, Health Care System Enhancements, and Economic Stabilization”. The second section, known as Division B in the legislation, covered all the appropriations that were for emergencies or that were discretionary. This section is specifically titled, “Emergency Appropriations for Coronavirus Health Response and Agency Operations.

Field of Study: Taxes

CPE Hours: 1

The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act.

The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of the COVID-19 pandemic in the United States. The spending primarily includes $300 billion in one-time cash payments to individuals. It also included $208 billion in loans to major industry, and $349 billion in Small Business Administration loans.

The CARES Act was broken down into two main section. The first section, known in the legislation as Division A, covered language that approved provisions for many programs and spending. It is specifically title as, “Keeping Workers Paid and Employed, Health Care System Enhancements, and Economic Stabilization”. The second section, known as Division B in the legislation, covered all the appropriations that were for emergencies or that were discretionary. This section is specifically titled, “Emergency Appropriations for Coronavirus Health Response and Agency Operations.

Field of Study: Taxes

CPE Hours: 1

Field of Study: Taxes

CPE Hours: 1

Field of Study: Taxes

CPE Hours: 1

Field of Study: Taxes

CPE Hours: 1

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: Taxes

CPE Hours: 4

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: Taxes

CPE Hours: 10

Field of Study: Taxes

CPE Hours: 3

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: Taxes

CPE Hours: 4

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: Taxes

CPE Hours: 10

The Consolidated Appropriations Act, 2021 (H.R. 133) was a $2.3 trillion spending bill that combines $900 billion in stimulus relief for the COVID-19 pandemic in the United States with a $1.4 trillion omnibus spending bill for the 2021 federal fiscal year (combining 12 separate annual appropriations bills) and prevents a government shutdown.) It is a follow-on to both the CARES Act and Paycheck Protection Program passed in the spring of 2020.

Field of Study: Taxes

CPE Hours: 3

The Consolidated Appropriations Act, 2021 (H.R. 133) was a $2.3 trillion spending bill that combines $900 billion in stimulus relief for the COVID-19 pandemic in the United States with a $1.4 trillion omnibus spending bill for the 2021 federal fiscal year (combining 12 separate annual appropriations bills) and prevents a government shutdown.) It is a follow-on to both the CARES Act and Paycheck Protection Program passed in the spring of 2020.

Field of Study: Taxes

CPE Hours: 3

Cross Border Transactions is a course that will review the topic of cross border transactions. This is a topic that is applicable for business entities doing business in multiple countries. This course will identify the different types of business entities that are likely to have cross border transactions. This course will define the tax impact on foreign revenue and discuss the importance of tax planning. This course will highlight the potential audit risks involved with cross border transactions. This course will discuss the role of competent authority and different methods that can be used to reduce audit risk. Finally, this course will discuss the types of contemporaneous documentation needed when conducting business across borders.

Field of Study: Taxes

CPE Hours: 2

Cross Border Transactions is a course that will review the topic of cross border transactions. This is a topic that is applicable for business entities doing business in multiple countries. This course will identify the different types of business entities that are likely to have cross border transactions. This course will define the tax impact on foreign revenue and discuss the importance of tax planning. This course will highlight the potential audit risks involved with cross border transactions. This course will discuss the role of competent authority and different methods that can be used to reduce audit risk. Finally, this course will discuss the types of contemporaneous documentation needed when conducting business across borders.

Field of Study: Taxes

CPE Hours: 2

Field of Study: Taxes

CPE Hours: 1

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2022.

Field of Study: Taxes

CPE Hours: 5

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2022.

Field of Study: Taxes

CPE Hours: 5

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool.

Field of Study: Taxes

CPE Hours: 4

Estate taxes are one of the taxes covered by the IRS's unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts. This course will discuss portability, and explain the benefits of electing portability. Finally, this course will describe Generation Skipping Transfer Taxes.

Field of Study: Taxes

CPE Hours: 2

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2023.

Field of Study: Taxes

CPE Hours: 6

The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss estate planning and estate taxes, gift taxes, and generation-skipping transfer taxes in detail. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course will also identify the conditions under which filing a gift tax return is required. Finally, this course will identify and discuss the different types of generation-skipping transfers and how each are taxed by the IRS. This course has been updated to reflect all current changes to tax law and amounts for 2023.

Field of Study: Taxes

CPE Hours: 8

The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss estate planning and estate taxes, gift taxes, and generation-skipping transfer taxes in detail. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course will also identify the conditions under which filing a gift tax return is required. Finally, this course will identify and discuss the different types of generation-skipping transfers and how each are taxed by the IRS. This course has been updated to reflect all current changes to tax law and amounts for 2023.

Field of Study: Taxes

CPE Hours: 8

The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This webinar will provide a thorough review of the Individual Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar will provide a summary description of all provisions referenced in the Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed and which remained the same.

Field of Study: Taxes

CPE Hours: 2

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. 

Field of Study: Taxes

CPE Hours: 4

Gifts are a commonly used method to reduce the amount of estate taxes owed. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2023. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios when filing a gift tax return is required.

Field of Study: Taxes

CPE Hours: 3

Field of Study: Taxes

CPE Hours: 3

Gifts are a commonly used method to reduce the amount of estate taxes owed. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2023. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios when filing a gift tax return is required.

Field of Study: Taxes

CPE Hours: 3