Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers the computation and of corporate taxable income.Delivery Method:
- QAS Self Study
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Vern Hoven and Sharon Kreider take you through the newest tax news as of September 4th 2020. In this free webcast for tax news, they will take you through some additional SBA frequently asked question ...Program Level:
UpdateDelivery Method:
- Group Internet Based
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Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will cover Federal individual Tax notices and correspondence, the different types of Notices and how to determine the appropriate action. The course will include reasons for notification i ...Delivery Method:
- Group Live
Location:
- NY
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Tax Pain Management: Common Defects in the Tax Filing Process
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Discover insider tips and best practices to help manage (or even avoid!) the pain that can come with the client tax filing process. This expert ACP member panel will address the common challenges asso ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Each day the Internal Revenue Service asserts millions of dollars in tax penalties against taxpayers. Many of those penalties are subsequently abated because of quality representation by experienced p ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Tax Pitfalls of Cross-Border M&A: Strategies to Mitigate U.S. Tax Liability and Optimize Tax Outcomes
25-Nov-2019 TraliantField of Study:
- Taxes
Description:
It is necessary for tax advisors to have a firm grasp of the complex new M&A tax rules in order to properly advise clients given the dramatically altered international tax landscape introduced by the ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Tax Pitfalls of Offshore M&A: Planning Techniques to Avoid Unintended Tax Liability
21-Aug-2019 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Interest rates are rising, financial markets have declined and tax rate increases are on the horizon. Dynamic markets create opportunities for advisors to deepen engagement with clients by offering ta ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the third major tax bill in three years. The $2 trillion dollar law is a lifeline to stimulate the massive disruption to the economy c ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Every business can benefit from minimizing tax obligations, and understanding tax deductions allowed under the Internal Revenue Code is key to unlocking this value. This webinar will provide tax-plann ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The new tax reform has changed some of the rules regarding business travel and entertainment deduction. In this webinar, you will learn about the new rules and the specifics of documenting business tr ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Every business can benefit from minimizing tax obligations, and understanding tax deductions allowed under the Internal Revenue Code is key to unlocking this value. This webinar will provide tax-plann ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The new tax reform has changed some of the rules regarding business travel and entertainment deduction. In this webinar, you will learn about the new rules and the specifics of documenting business tr ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Tax Planning and Investing for the Next Generation
10-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Description:
Transitioning from tax planning to investing: When do we take our financial planning from the client to the beneficiaries? Learning Objectives: 1.) Determining the late-in-life appropriate asset alloc ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
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Tax Planning Essentials: Real Estate Capitalization and Cost Recovery Strategies
22-May-2025 MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Navigating the complexities of real estate tax planning can significantly impact your financial outcomes. Understanding the essentials of capitalization and cost recovery is crucial for optimizing tax ...Delivery Method:
- Group Internet Based
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Tax Planning Essentials: Real Estate Capitalization and Cost Recovery Strategies
11-Oct-2024 MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Navigating the complexities of real estate tax planning can significantly impact your financial outcomes. Understanding the essentials of capitalization and cost recovery is crucial for optimizing tax ...Delivery Method:
- QAS Self Study
-
Tax Planning for a Global Workforce: Insights for Remote Employees and Employers
06-Jan-2023 MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax pros - are you prepared to advise clients who wish to explore foreign work possibilities? So many changes have been wrought as a result of COVID-19, one of the biggest being remote working. As a d ...Delivery Method:
- QAS Self Study
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on changes for the tax treatment of alimony arrangements.Delivery Method:
- QAS Self Study
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
To provide tax and other financial professionals with an update on the most recent stimulus bill, as well as guidance for dealing with the uncertainty of new tax provisions under the Biden Administrat ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course, presented by Paul Hood, provides an in-depth analysis of the potential tax law changes following the 2024 election and their impact on financial planning strategies. The session covers ke ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers many tax planning basics for reducing taxation of business profits, and avoiding a host of devastating tax traps. We will analyze abbreviated versions of some tax cases in which tax ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
20-Mar-2015 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With the stock market tripling in value since the global financial crisis, more and more clients find themselves owning a portfolio with a concentration in a single stock that has appreciated signific ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Our monthly CPE program, Continuing Your CTC Education (CYCE), available exclusively to CTC members, features hands-on, practical instruction designed to keep you on top of industry trends, new legi ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Please go to our website for detailed description.Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- MO
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
4 CPE Hours Full Course Price: $34.50 Formats: Hard Copy and PDF The Tax Cuts and Jobs Act of 2017 (TCJA) directly affects high net worth individuals, their investment entities, and family offices. Th ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
To provide tax professionals with an update on important legislative, regulatory & judicial actions impacting individual taxpayers. You'll leave with a thorough underst&ing of the current laws, regula ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
To provide tax professionals with an update on important legislative, regulatory and judicial actions impacting individual taxpayers. You'll leave with a thorough understanding of the current laws, re ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax incentives for clients who own real estate are significant under the tax reform bill but can be easily overlooked, and there are also traps to watch out for. At this one credit class, financial pr ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
There are great tax incentives for clients with real estate, but there are also traps to watch out for and many overlooked opportunities. Estate or tax planning attorneys, CPAs and financial advisors ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Tax Planning for S Corporations: Benefits, Limitations, and Strategies - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Tax Planning for Sellers in ESOP Transactions Absent a 1042 Election
17-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Taxes are more complicated now than ever. With many recent changes in the tax law, it's easy for filers to get confused. In this practical webinar, you will ensure that you “start the year strong” by ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
In Tax Planning for Sticky Situations, Danny Santucci examines issues that are often difficult for both the advisor and client. You'll get an in-depth look at problem areas in tax, bankruptcy, propert ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The sale of a business is the culmination of years, if not a lifetime, of hard work. Tax planning can make a major difference in a business owner's financial success. Advisors need to know how a busin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
16-Mar-2023 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The sale of a business is often the culmination of years, if not a lifetime, of hard work. One of the most significant aspects of these transactions is how it will be taxed. Learning about some of the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
6 CPE Hours Full Course Price: $59.50 Formats: Hard Copy and PDF This course offers strategies for a variety of small business tax planning needs. It will serve as an excellent resource for planning s ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course with review and discuss the use of business succession planning, discuss taxation updates as of 2020, and recognize the impact tax law has on estate planners. Also, it will discuss the co ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Taxes
Description:
Estate and tax planning for any cleint requires an informed look at the tax implications affecting each individual. This program will explain current changes in tax law with an emphasis on taxation of ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- PA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Estate and tax planning for any cleint requires an informed look at the tax implications affecting each individual. This program will explain current changes in tax law with an emphasis on taxation of ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- OH
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensu ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers tax planning strategies for distributions from a corporation to its shareholders.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Life insurance is an asset that many of our clients own. Yet, how many of our clients truly understand the nuances and the important tax consequences with regard to their life insurance policies? This ...Program Level:
BasicDelivery Method:
- Group Internet Based
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