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Professional Development and Event Catalog

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Showing 714 All Results

2023 Federal Tax Update for Individuals

Saturday, February 24th,
 4:00pm - 7:39pm

Online

4.00 Credits

Member Price: $129

This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Payroll Essentials: De-mystifying Form W-4

Monday, February 26th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

With the roll out of a new Form W-4 in late 2019, the IRS made significant changes to employers' withholding and payroll reporting requirements. In addition to the myriad of changes brought about by COVID-19 legislation, carried out through the payroll function, the IRS fundamentally revamped Form W-4 for employee reporting, doing away with the concept of allowances and requiring changes to payroll administration and employee communications. Now more than ever, employers need to know that the W-4 they are working with is working to withhold income taxes correctly for their employees. In addition, it is the employer's responsibility to ensure Form W-4 is filled out correctly and accurately. Employers need to understand the nuances and requirements that come with this obligation. This course will review the Form W-4 in all its glory, including all the changes that were made to the format and substance of the form, understanding what an employer can and cannot do, and how to actually fill out the Form W-4. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Intermediate Individual Taxation

Monday, February 26th,
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $332

Congress continues to create uncertainty with its frequent legislative changes. Stay up to date with the tax law changes and the planning opportunities they provide for individuals and businesses. Gather a wealth of tax-planning tips and strategies, and learn about key tax return issues so you have the latest guidance to better serve your clients. Explore in-depth the effects of the latest tax legislation, including SECURE 2.0, and IRS guidance on the hottest tax topics affecting individual taxpayers. Key Topics Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A Learning Outcomes Determine the various items that should be included or excluded in an individual's gross income and their proper tax treatment. Identify the specific rules that apply under the "passive activity" rules. Identify and calculate the business deduction for home office expenses and deduction limitations on vacation homes and other ordinary business expenses. Recognize the tax implications of having rental real estate classified as an active or passive activity. Determine the amounts allowable for deducting travel, transportation, and meals expenses. Identify the rules for depreciation and amortization deductions. Differentiate between capital and ordinary income treatment on property transactions. Identify tax consequences for self-employed retirement plans and IRAs. Gather the information required to include the claim for a tax credit on an individual income tax return. Calculate the qualified business income deduction. Who Will Benefit CPAs working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season

Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues

Monday, February 26th,
 11:00am - 12:49pm

Online

2.00 Credits

Member Price: $79

Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization.

Monthly Federal Tax Updates - February 2024

Monday, February 26th,
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $89

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.

Business Tax Update: Recent Developments

Monday, February 26th,
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Intro to Remaining "Most Common" Form 990 Schedules: D & G

Monday, February 26th,
 2:00pm - 4:30pm

Online

2.50 Credits

Member Price: $89

Session 8 of Borenstein's Form 990 Foundational Series: Schedule G is a top five 'most common substantive'' Schedule as it details with more specificity than the Core Form a filer's revenue capture and the direct expenses from a filer's galas (i.e., fundraising events) and non-event fundraising sales, as well as reportings on the conduct of gaming activities. Schedule G also applies if the filer has used a professional fundraiser. Schedule D's parts are there to denote financial information as well as compliance points and/or data-capture the IRS seeks when a filer has certain assets on its balance sheet. Schedule D also requires input of audited financial statements' footnote specifying whether or not an uncertain tax position has been taken. This session highlights not only what informs the IRS' inquiries in each of these Schedules, and also notes how the required disclosures are used by the IRS and State/local regulators as well as by the public at large. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Partnership Checkup: Key Tax Issues & Forms Reporting

Tuesday, February 27th,
 9:00am - 12:43pm

Online

4.00 Credits

Member Price: $129

This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes.  Emphasis will be placed on partners “tax basis” capital accounts – now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Partnership Essentials: Review & Update

Tuesday, February 27th,
 10:00am - 1:38pm

Online

4.00 Credits

Member Price: $129

This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, with a focus on reporting tax basis capital accounts. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

S Corporation Checkup: Key Tax Issues & Forms Reporting

Tuesday, February 27th,
 11:00am - 2:41pm

Online

4.00 Credits

Member Price: $129

A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

S Corporation Essentials: Review & Update

Tuesday, February 27th,
 12:00pm - 3:36pm

Online

4.00 Credits

Member Price: $129

This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions.  **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Reviewing Individual Tax Returns: What Are You Missing?

Tuesday, February 27th,
 12:00pm - 4:00pm

Online

4.00 Credits

Member Price: $213

Navigate individual income tax law Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information. The webcast covers: Section 199A The qualified business income deduction The home office deduction Rental properties Hobby losses Depreciation Section 179 issues Organization and start-up costs Engage with the material through the highly illustrative case study format.

Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A

Tuesday, February 27th,
 1:00pm - 4:49pm

Online

4.00 Credits

Member Price: $129

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction, A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

2022 Tax Legislation: Inflation Reduction Act and CHIPS Act

Tuesday, February 27th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

In a surprise twist, the Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July 2022. Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour program in order to stay abreast of these developments! This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Partnerships and S Corporations: How to Calculate Basis

Tuesday, February 27th,
 3:00pm - 6:54pm

Online

4.00 Credits

Member Price: $129

The IRS has recently increased the pressure on how to calculate and report partner and shareholder basis.  Changes in the forms reflect these developments.  This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest and S corporation shareholder shares and loans. How to use the Form 1065, Schedule K-1  and Form 1120S, Schedule K-1 information for basis determination.  Illustrated examples with filled in forms will demonstrate how the processes works and their many potential pitfalls.  **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Key Tax Issues Facing Business & Industry

Tuesday, February 27th,
 4:00pm - 7:40pm

Online

4.00 Credits

Member Price: $129

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.   

Business Tax Update for Industry

Tuesday, February 27th,
 6:00pm - 7:47pm

Online

2.00 Credits

Member Price: $79

This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.    **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Key Tax Issues Facing Business & Industry

Tuesday, February 27th,
 7:00pm - 10:40pm

Online

4.00 Credits

Member Price: $129

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.   

Tales from the Darkside: IRS Enforcement of Cryptocurrency

Wednesday, February 28th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate investment, the IRS is spending substantial resources in finding those who possess, purchase, and sell cryptocurrencies to ensure that the tax, banking, and money laundering laws are being followed. Are you or your firm prepared to advise your client when reporting cryptocurrency transactions? Can you identify when cryptocurrency is being used for potential criminal purposes? Can you prepare an accurate tax return related to cryptocurrency transactions? Do you know what questions to ask your client or what documents to request? This course will give you a brief overview of cryptocurrencies, how this new technology is being regulated, the common ways that cryptocurrencies are used to evade tax and money laundering laws, and what is expected from taxpayers and their return preparers when cryptocurrencies are involved. Your instructor is a former special agent with IRS-Criminal Investigation. He spent many years finding, investigating, and prosecuting tax and money laundering crimes that were using cryptocurrency as the form of payment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

IRC § 199A: An Up-to-Date Review of the Pass-Through Deduction

Wednesday, February 28th,
 9:30am - 1:27pm

Online

4.00 Credits

Member Price: $129

As part of the Tax Cuts and Jobs Act (TCJA), IRC § 199A was added.  This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of “experience” utilizing IRC § 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code.  The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC § 199A as well as an understanding of the IRC § 199A regulations. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.