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Professional Development and Event Catalog

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Showing 413 All Results

S Corporation Checkup: Key Tax Issues & Forms Reporting

Thursday, April 25th,
 3:00pm - 6:41pm

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.

The AB5s of Employee vs Independent Contractor

Thursday, April 25th,
 4:00pm - 5:46pm

Online

2.00 Credits

Member Price: $79

This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief.  The game changing impact of the Dynamex case and AB5 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.

The ABCs of Advisory Services

Thursday, April 25th,
 4:00pm - 5:55pm

Online

2.00 Credits

Member Price: $79

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.  

Crucial Tax Topics 2021-2022 with Art Werner - Converting to a Roth IRA

Friday, April 26th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $79

Tax rates appear to be on the most certain long-term increase. Tax planning’s main objective is keeping tax rates at their lowest possible level through time. The time is exactly right now to accomplish this. There’s a window today to convert from a traditional IRA to a Roth – and it’s closing very soon.   In this course, you’ll learn exactly how to prevent increasing tax rates (and other proposed changes) from seriously battering the value of a retirement nest egg.  A Roth conversion is an intensely personal decision that requires impeccable attention to a client’s specifics. We’ll establish for you the Roth conversion thinking process and all things to consider.

K2's Automating Your Tax Practice

Friday, April 26th,
 11:00am - 2:38pm

Online

4.00 Credits

Member Price: $129

Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and final copies, and billing and collecting fees, practitioners have outstanding opportunities to automate their tax practice. Those that choose to automate will experience the benefits of reduced staff turnover, increased productivity and efficiency, fewer errors, and improved cash flow. Participate in this session to learn the “how’s and why’s” of automating your tax practice. This session includes critical topics such as hardware and software options, workflows, and security and privacy issues. Plan to join us in this session to position your tax practice for greater success! 

Buying, Selling, or Gifting a Business Creatively

Friday, April 26th,
 1:00pm - 3:12pm

Online

2.00 Credits

Member Price: $79

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.   **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.

Tales from the Darkside: IRS Enforcement of Cryptocurrency

Saturday, April 27th,
 9:30am - 11:30am

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.

Depreciating & Expensing Business Assets

Saturday, April 27th,
 10:00am - 1:45pm

Online

4.00 Credits

Member Price: $129

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2023 inflation increases and Section 179 and 168(k) deductions.  Planning and potential pitfalls will also be presented.  **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.

Guide to Deducting Travel, Meals and Entertainment Expenses

Saturday, April 27th,
 12:00pm - 3:35pm

Online

4.00 Credits

Member Price: $129

This program will explain the new rules for deducting travel, meals and entertainment expenses and the TCJA disallowance of business entertainment expenses.  Documentation requirements and planning opportunities related to travel, entertainment, and automobile expenses will also be addressed.

Guide to Preparing Form 1041 for Estates and Trusts

Saturday, April 27th,
 2:00pm - 5:44pm

Online

4.00 Credits

Member Price: $129

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **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.

Real Estate Tax Update

Saturday, April 27th,
 4:00pm - 7:46pm

Online

4.00 Credits

Member Price: $129

This program addresses the recent changes imposed by recent tax legislation that real estate owners and investors need to know, including Section 199A, the new Section 163(j) interest expense limits and the opportunity to elect out.  An introduction to opportunity zones and other important issues will also be addressed. **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.

1065 - Understanding Partnerships Tax Returns

Monday, April 29th,
 10:00am - 11:47am

Online

2.00 Credits

Member Price: $79

Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **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 kori.herrera@acpen.com.

Tax Penalties and Penalty Abatement

Monday, April 29th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

Those late-night commercials make it sound just so easy, but how do you get rid of tax penalties? This program covers the various penalties applied by the IRS, and the various ways practitioners can seek to have them removed. Additionally, First Time Penalty Abatement, abatement for reasonable cause, and how to lay the groundwork for avoiding penalties during the audit is covered. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2022 Tax Legislation: Inflation Reduction Act and CHIPS Act

Monday, April 29th,
 10:30am - 12:30pm

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.

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

Monday, April 29th,
 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 - April 2024

Monday, April 29th,
 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.

The Updated Nuts and Bolts of IRC Section 1031 Exchanges

Monday, April 29th,
 12:00pm - 1:54pm

Online

2.00 Credits

Member Price: $79

In today’s real estate market, IRC §1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is filled with pitfalls and traps. This new course will assist the practitioner in understanding the mechanics of a tax-deferred exchange and the value of a tax-deferred exchange in both tax and financial planning. Updated August 2022

Public Charity Qualification Under the Public Support Tests

Monday, April 29th,
 2:00pm - 4:30pm

Online

2.50 Credits

Member Price: $89

This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on topics that comprise the 990's most difficulty arenas. The two public support tests have been utilized since the finalization of Regulations to the 1969 statutory changes that subdivided the 501(c)(3) world into "private foundations" and "public charities." The tests' application remains murky to most preparers (even though they have been in existence, virtually unchanged, for decades). This session has two key goals: first, ensuring that participants understand the design, reach, and purpose of each test; and second, making practitioners conversant (with the materials as back-up) h of each test's line-by-line inputs. While it is impossible "to have fun" with these tests, participants will walk away knowing where pressure points exist and how those vary depending on an organization's specific successes or gaps in achieving diversity of so-called "public support." What is possible and achievable from this session is that these tests can be mastered! Although this course is categorized as "Basic", the content is also suitable for those seeking advanced-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.

IRS Case Roadblocks

Tuesday, April 30th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

You are likely familiar with strategies for removing the Trust Fund Recovery Penalty (TFRP) or brokering an installment agreement with a Revenue Officer or ACS Representative, but what should you do and when? What happens when things break down? Who should you contact and when? This topic will help guide practitioners on getting around certain obstacles or roadblocks while working cases with the IRS. This includes best practices for contesting the TFRP, who to contact and how to prepare when negotiating installment agreements, and steps to elevate cases that are seemingly going nowhere. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Reviewing Individual Tax Returns: What Are You Missing?

Tuesday, April 30th,
 9:00am - 1:00pm

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.