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Get a clear review of the IRS Fast Track Mediation Program, as well as strategies for preparing your case during the Collections Appeal process. You'll learn more about how to support clients when you ...

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IRS statistics show an increasing number of collection accounts over the last five years. This course will provide practitioners with a concise method of analyzing the tax situation of a potential col ...

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IRS statistics show an increasing number of collection accounts over the last five years. This course will provide you with a succinct manner of analyzing a potential collection client's tax situation ...

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IRS statistics show an increasing number of collection accounts over the last five years. This course will provide practitioners with a concise method of analyzing the tax situation of a potential col ...

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This course is designed to help understand the history of the IRS qualified plan document restatement program; and how to meet the requirements of the 2014 PPA restatement cycle. It will also address ...

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To report certain international income, credits, deductions and other miscellaneous items, the IRS has released the final versions of two new forms, which should be added to the tax returns of pass-th ...

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What is the Statue of Limitation?A statute of limitations is the amount of time a person/government has to take action on a legally enforceable crime.This online CE webinar will go into all the differ ...

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What is the Statue of Limitation?A statute of limitations is the amount of time a person/government has to take action on a legally enforceable crime. This online CE webinar will go into all the diffe ...

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As the Internal Revenue Service (IRS) continues to pivot towards prioritizing technological advancements, CPAs must proactively align their practices with these trends to ensure they remain relevant a ...

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In 2014, the IRS implemented substantial revisions to the streamlined filing procedures, extending their scope to encompass a wider spectrum of U.S. taxpayers. This strategic shift represents the IRS' ...

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This course provides an in-depth examination of the IRS Streamlined Filing Compliance Procedures, focusing on eligibility requirements and the nonwillful certification process. Participants will learn ...

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Navigating the intricacies of IRS tax liens and levies can be daunting for clients, significantly impacting their financial stability. Consider a scenario where a property sale or refinancing is imped ...

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Navigating the intricacies of IRS tax liens and levies can be daunting for clients, significantly impacting their financial stability. Consider a scenario where a property sale or refinancing is imped ...

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Starting a tax practice is like starting any small business – it requires a lot of work. Generating multiple line of services such as accounting, payroll, tax preparation, tax advisory, tax representa ...

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As a tax professional, navigating the maze of IRS forms, transcripts, and payment options can be overwhelming. Do you know when to use IRS Form 2848 or Form 8821? Are you familiar with the nuances of ...

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As a tax professional, navigating the maze of IRS forms, transcripts, and payment options can be overwhelming. Do you know when to use IRS Form 2848 or Form 8821? Are you familiar with the nuances of ...

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The IRS has introduced several groundbreaking updates to streamline tax management and compliance. From the launch of the Business Tax Account (BTA) to the new Form 83(b) election process, these chang ...

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Did you know that U.S. taxpayers living overseas often face different tax deadlines and compliance requirements than those living stateside? Many professionals and expats are unaware of crucial detail ...

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Any tax resolution case should start with the detailed IRS Transcripts Analysis. This course will show how a tax professional can retrieve IRS Transcripts through online service utilizing E-Services a ...

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Any tax resolution case should start with the detailed IRS Transcripts Analysis. This course will show how a tax professional can retrieve IRS Transcripts through online service utilizing E-Services a ...

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Attendees will learn What updates the IRS has changed for the past year and what they need to know to keep their clients informed. Speaker: Christopher Merrill, Stakeholder Liaison Office, IRS

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Whether you're an individual taxpayer aiming to minimize liabilities or a business striving for fiscal efficiency, understanding the array of available credits and deductions is crucial. Our comprehen ...

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As we approach the end of 2024, the IRS is rolling out new tools and updates that will revolutionize tax planning and compliance for both professionals and business owners. As a tax advisor, how will ...

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The tax landscape is shifting dramatically, and the future of the 2017 Tax Cuts and Jobs Act (TCJA) hangs in the balance. With key provisions set to expire in 2025, tax professionals, CPAs, and adviso ...

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Taxpayers have a legal duty to comply with U.S. Tax Laws. If you owe the IRS money, it is usually only a matter of time before they come to collect. Whether you failed to file, did not disclose all of ...

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Presentation Description: This 2-hour program will analyze the efficacy of the 60/40 allocation.  We will review the periods when the 60/40 allocation provided value and stability to portfolios and pe ...

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Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues and plan design ...

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If your company is considering an ESOP, this session will give you what you need to know to determine not only if an ESOP will work for you, but also the answers to some basic questions, such as how t ...

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Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues and plan design ...

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Launched in 2010, the NCEO’s Is an ESOP Right for You? meeting series is designed to help business owners decide if an ESOP fits their succession needs. Becoming a catalyst for business transformation ...

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plan while getting fair market value with an ESOP (employee stock ownership plan). Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit ...

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What is an ESOP? Why choose an ESOP as part of your succession plan? Overview of an ESOP Transaction with real-world examples.

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This exclusive seminar is a great way for businesses to learn more about the benefits of employee ownership and ESOPs. Attendees will gain valuable insights from business owners and subject matter exp ...

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Launched in 2010, the NCEO’s Is an ESOP Right for You? meeting series is designed to help business owners decide if an ESOP fits their succession needs. Becoming a catalyst for business transformation ...

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The adoption of ASC 842 and IFRS 16 has transformed lease management for companies, sparking discussions on outsourcing options and the benefits of centralized lease functions. While numerous publicat ...

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How does your development program measure up to accepted standards? Are you doing as well as your competition? Is your development program growing or is it stagnant? Does your organization have a phil ...

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Competitive executive compensation is necessary to retain and recruit the executive talent you need to lead your ESOP-owned company. A compensation study will give you insight into competitive market ...

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An increasing number of ESOP-owned companies are engaging in analysis to assess the sustainability of the ESOP and the company. What does it mean to conduct such an analysis, and when is the time to u ...

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Embark on an eye-opening journey with "Digital Transformation Part 1: Is Technology Holding Back Your Organization?" This series of webinars dives deep into the intricate relationship between outdated ...

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This course provides a detailed examination of worker classification rules, focusing on the distinction between employees and independent contractors for tax and compliance purposes. Participants will ...

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Kristen presents a master class workshop in evaluating your firm’s entire technology ecosystem. From the four must-have tech tools to integrations that are key to efficient growth, Kristen shares best ...

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The traditional 60/40 asset allocation portfolio has come under pressure in 2022. Will using equities and fixed income still be a reliable way to capture market returns going forward? And has the new ...

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Elderly homeowners own close to $13 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden we ...