CPE247.com llc courses qualify for Enrolled Agent continuing education. Our Provider Number: #YJ2ER All the courses below are assigned an IRS approved program number. You must have a PTIN number to register for these courses. |
Title | Credit | Format | Price | View |
+ IRS -U- The Ultimate Guide to Retirement Planning | 32.0 | Online | $229.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.
Revision Date: 10/2/24
Additional Contents : Complete, no additional material needed |
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+ IRS Partnership Taxation | 13.0 | Online | $91.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) distributions of assets to partners, and (4) the termination of partnership affairs.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 7/17/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Guide to Federal Corporate & Individual Taxation | 33.0 | Online | $210.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Revision Date: 9/4/2024
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Corporate Tax Planning | 21.0 | Online | $147.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Please Click Here For Course Objectives Revision Date: 4/18/2024
Additional Contents : Complete, no additional material needed |
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+ IRS-U-Business Taxation | 24.0 | Online | $168.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to make demands. The nation's tax laws are intended to encourage people to start new businesses and are chock full of incentives and tax breaks, as well as sometimes onerous reporting requirements. This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 6/12/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Guide to Assets, Income & Cash | 2.0 | Online | $19.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives: After reading the materials, participants will be able to:
Revision Date: 1/10/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Asset Protection | 2.0 | Online | $19.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS.
The current litigation explosion has created tremendous interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 1/10/2024
Additional Contents : Complete, no additional material needed |
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+ IRS - Auto Rules | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. 2 Credits Operating costs for vehicles used in the course of a taxpayer’s business are deductible. Thus, when taxpayers use their vehicles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Such costs that can be deducted are property taxes that are paid on their vehicle if deductions are itemized on Schedule A. This mini-course reviews apportionment of personal and business use, the actual cost method and the standard mileage method, and expensing. Moreover, this presentation informs practitioners about topics such as the benefits and costs of leasing versus owning, and working condition fringe benefits.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 3/6/24 with additional Study Guide Update on 6/3/24.
Additional Contents : Complete, no additional material needed |
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+ IRS Bankruptcy Tax Issues | 2.0 | Online | $19.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. The Bankruptcy Abuse Prevention and Consumer Protection Act was enacted to minimize abuse of the bankruptcy system. Included in this Act were tax law changes and other changes that individuals, partnerships, and corporations will see in the bankruptcy procedures and qualifications. This mini-course both examines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading and garnishment by creditors.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 3/27/2024
Additional Contents : Complete, no additional material needed |
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+ IRS E- Selected Business Expenses | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Business expenses are the costs of carrying on a trade or business, and they are usually deductible if the business is operated to make a profit. This mini-course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction. Furthermore, practitioners can use this as a guide to determine which of their clients’ taxes are deductible as business expenses.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 1/10/2024
Additional Contents : Complete, no additional material needed |
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+ IRS - Business Travel & Entertainment | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Taxpayers are once again looking to CPAs for guidance and planning related to travel and entertainment expenses. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals are reviewed and planning opportunities are identified. Practitioners will learn to master the proper administration of these complex and often cumbersome provisions.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 1/22/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Choosing the Right Business Entity and Getting Cash Out of It | 3.0 | Online | $39.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 1/23/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Employee Compensation & Benefits | 3.0 | Online | $24.99 | View |
Course Description:
The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees' pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax-favored manner of supplementing compensation are described and evaluated. In addition, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOTs, stock options, and bonuses. Finally, deferred compensation arrangements are investigated. The goal of this mini-course is to provide participants with a working knowledge of the types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.
Learning Assignment & Objectives Revision Date: 1/24/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Corporate Taxation | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. 2 Credits This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantage of corporations are examined; incorporation and capitalization issues are discussed; and, basic tax rates and specialty taxes are reviewed. The tax treatment of operational expenses and deductions are outlined; and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are highlighted.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 2/2/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Deductions - Education Tax Benefits | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs. Revision Date: 1/30/2024
Additional Contents : Complete, no additional material needed
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+ IRS Estate Planning | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 3/6/2024
Additional Contents : Complete, no additional material needed
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+ IRS Family Tax Planning | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 2/15/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Installment Sales | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. An installment sale is a sale of property where one or more payments are received after the close of the tax year. This mini-course discusses the particulars of installment sales, including requirements, calculation and pitfalls. Cross issues such as a combined installment sale and like-kind exchange, the impact of related parties, pledging, repossession and contingent payments are reviewed. Also, the importance of recognizing the dangers of dealer status, inventory, purchase price allocation, and installment note disposition are emphasized.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 2/28/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Estate Tools & Trusts | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to: dentify the key participants and their roles in a coordinated estate plan and explain probate process including trust administration; Compare and contrast specialized estate planning tools emphasizing the use of trusts and demonstrating how such tools save death taxes and transfer wealth while accentuating asset control; Summarize recommended trust provisions and requirements pointing out how these terms and rules impact estate and trust taxation.
Revision Date: 2/7/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Estate Planning with Business Issues | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost effective. Devised to reduce or eliminate estate problems and death taxes, this comprehensive guide examines wills, trusts, gifts, insurance, private annuities, and other general estate planning tools. The planning issues and problems that arise from owning a business interest are also addressed.
As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
After reading the materials, participants will be able to:
Revision Date: 1/10/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Selected Legal Issues with Tax Analysis | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal issues for the tax practitioner in a quick and effective potpourri of legal topics and their tax impact. The emphasis is on the tax consequences of common legal issues in today's litigatious society. From the Americans with Disabilities Act to Social Security taxes, a generous sampling of key areas is examined and explored. Tax practitioners will be quickly surprised to find how often the "tax tail" can wag the legal dog.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 1/10/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Getting Cash Out Of Your Business | 3.0 | Online | $39.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT SUBJECT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 2/23/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Divorce Transfers & Settlements | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning considerations. This mini-course reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. ASSIGNMENT At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Revision Date: 3/19/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Entities & Title | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. While each has its own separate characteristics, several may be used together in more sophisticated planning.
Learning Assignment & Objectives As a result of studying the assigned materials, you should be able to meet the objectives listed below. At the start of the materials, participants should identify the following topics for study:
Learning Objectives After reading the materials, participants will be able to:
Additional Contents : Complete, no additional material needed |
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+ IRS A Guide To Tax Resolution: Solving IRS Problems | 7.0 | Online | $54.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Course Description
Revision date: 9/4/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Assets, Income & Cash | 14.0 | Online | $98.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 9/4/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Asset Protection - Tax & Financial Aspects | 17.0 | Online | $119.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products and other conventional tools. Special topics include: protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements.
Course Level: Overview. This program is appropriate for professionals at all organizational levels. Revision Date: 8/29/24
Click Here For Course Objectives
Additional Contents : Complete, no additional material needed |
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+ IRS Defensive Divorce | 15.0 | Online | $105.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click here for Course Objectives
Revision Date: 7/24/2024
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Estate Planning Essentials | 10.0 | Online | $74.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. "Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/16/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Fast Track Retirement Planning | 3.0 | Online | $24.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives
Revision Date: 2/27/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Matching Investments to Tax Savings Techniques | 13.0 | Online | $91.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return. The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/16/2024
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Passive Losses | 10.0 | Online | $74.99 | View |
This course addresses the practical aspects of §469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under §469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.
Course Level: Overview: This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives
Revision Date: 10/17/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Complete Guide to Estate & Gift Taxation | 35.0 | Online | $245.00 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives Revision Date: 3/14/2023
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Essential Legal Concepts with Tax Analysis | 29.0 | Online | $203.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional’s practice. The attendees will gain the ability to recognize and discuss general legal concepts with both client and their counsel. Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here for Course Objectives
Revision Date: 8/29/24
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Concepts & Mechanics of Exchanges | 13.0 | Online | $84.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze, and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 8/29/24
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Dealing with Debt & Interest | 18.0 | Online | $126.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed interest rates and debt modification. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, equity participation debt, taxable interest, and bad debts.
Course Level: Overview. This program is appropriate for professionals at all organizational levels. Click Here For Course Objectives Revision Date: 10/2/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Estate Elements and Tools | 9.0 | Online | $69.00 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan - from the simplest to the most complex.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/16/24
Additional Contents : Complete, no additional material needed |
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+ IRS -U- Making the Best of Bad Situations | 14.0 | Online | $105.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis. Finally, bad debt treatment under §166 is reviewed and critical distinctions made between business and nonbusiness debts.
Course Level: Overview. This program is appropriate for professionals at all organizational levels.
Click Here For Course Objectives Revision Date: 10/16/2024
Additional Contents : Complete, no additional material needed |
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+ IRS Basic Marital Tax Matters | 2.0 | Online | $29.99 | View |
This course is specifically for Enrolled Agents that need to report to the IRS. In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax treatment of back child support, the deduction of divorce costs, and estimated tax payments are reviewed. Emphasis is given to marital property rules, married versus unmarried tax rate comparison, head of household status, and treatment of refunds and deficiencies.
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