Continuing Professional Education - CPE Year End Special on Seminars

Save $30 with code Save30ENT 

November

Mon, Nov 9 Planning with Dynasty Trusts Steven G. Siegel, J.D., LL.M. (Taxation)
Tues, Nov 10 S Corporation Tax Issues and Opportunities (Full-Day Course)  Tony Nitti, CPA, MST
Tues, Nov 10 Fundamentals of U.S. International Taxation (Full-Day Course)  Robert J. Misey, Jr., J.D., LL.M., M.B.A.
Wed, Nov 11 Using CCH® IntelliConnect to Conduct State Tax Research  Susan Posner
Wed, Nov 11 Set Yourself for Audit Season Success Now   Alan W. Anderson, CPA
Thurs, Nov 12 Financial Products Tax Building Blocks: Overview of the Products, the Taxpayers, and Applicable Tax Rules   Andrea S. Kramer, Esq.
Thurs, Nov 12 Circular 230 and Reverse Circular 230: Ethical Issues for Taxpayers and IRS Personnel   Eric L. Green, Esq.
Fri, Nov 13 Preparing Form 1040NR: U.S. Nonresident Alien Income Tax Return  Carolyn Turnbull, CPA, M.S.T.
Mon, Nov 16 Conflicted? Understanding Tax Preparation Conflicts of Interest Claudia Hill, EA, M.B.A.
Wed, Nov 18 IRAs Payable to Trusts Robert S. Keebler, CPA, M.S.T., AEP
Thurs, Nov 18 Construction Industry: Tax Update and Tax Accounting Method Changes Eric P. Wallace, CPA
Fri, Nov 20 Athletes and Entertainers - Multistate Tax Issues  Timothy P. Noonan, Esq.
Mon, Nov 23 Education Planning and the Federal Tax System: Credits, Deductions, and Opportunities Steven G. Siegel, J.D., LL.M. (Taxation) 
Mon, Nov 23 The Basis Rules for Assets Acquired by Gift or Inheritance: More Complex Than You May Think   Robert S. Keebler, CPA, M.S.T., AEP
Tues, Nov 24 Taxation of Income Earned by Foreign Subsidiaries: The Subpart F and Passive Foreign Investment Company (PFIC) Regimes   Robert J. Misey, Jr., J.D., LL.M., M.B.A.

December

Thurs, Dec 8 Maximizing Your Value to Clients by Improving Your Tax Return Review Process  Edward Mendlowitz, CPA

Wed, Dec 9 Financial Products Tax Building Blocks: Marke Participants and the Tax Rules that Apply to Them Andrea S. Kramer, Esq.

Thurs, Dec 17 Using CCH® IntelliConnect to Conduct International Tax Research Susan Posner

Thurs, Dec 17 Ethical Issues for Tax Professionals  James R. Hamill, Ph.D., CPA

#CCHSeminars: Connect with peers and industry experts, discuss best practices, and earn CPE credit.

The Talent Wars.

"It’s all about talent. That’s one key takeaway from the 2015 PCPS CPA Firm Top Issues Survey. While rankings may vary for firms of all sizes, a significant number of the challenges that firms cited revolve around one core issue: finding and keeping talented people who can perform high-quality services and carry the firms’ success into the future. In the wake of some tough busy seasons and service issues at the Internal Revenue Service, firms of all sizes also included a related concern, seasonality/workload compression, in their top five." - AICPA 2015 PCPS CPA Firm Top Issues Survey

Earn. Learn. Going Concern.

How are you keeping your staff current, insightful, and satisfied with their career growth?

Because knowledge is power.

Use Code SAVE30ENT to save $30 on your seminar.

57% of CPA financial planners indicated clients top retirement concern is running out of money*

Keeping clients fiscally healthy goes hand in hand with a firm tax business, as it generates an added trust and deeper knowledge of a clients' needs. 

Get the knowledge on how to best plan for them while expanding your business.

Live Webinars with Q&As:

September 17, 2015: Trust Income Tax at the State Level: The Significance of State Residency for Trust Fiduciary Income Tax Purposes

Understand State Fiduciary Income Taxation Rules and Issues and the Impact of the Recent Linn Decision

In addition to Federal fiduciary income taxation, trusts are also (usually) subject to a particular state's fiduciary income tax regime, and this state fiduciary income taxation is generally based on residency with the state and contacts with the state. If a trust is determined to be a "resident" of a particular state, that state will typically tax all of the trust's income. Under certain circumstances, the level of contacts with the state will also determine whether the trust will be treated as a resident trust, thereby causing full state taxation.

Program Topics

• Examine the factors involved in determining state residency of trusts
• Overview of the Constitutionality of state law taxing statutes
• Detailed review of the Linn trusts, and the factors involved
• Evaluation of planning application and opportunities

Learning Objectives

• Describe the nuts and bolts of state fiduciary income taxation
• Recognize planning opportunities with mobile clients and long-term trusts
• Understand how the recent Linn decision will impact state fiduciary taxation generally

October 20, 2015: Planning with Family Trusts: Preserve, Protect and Transfer Wealth for Your Clients

Learn How to Use Family Trusts to Achieve a Range of Important Objectives for Clients

Professional advisors often find themselves serving clients who are interested in setting aside their money, property and investments for family members, friends and other individuals they want to help — their beneficiaries. These clients often want funds set aside to be managed according to specific parameters with special protections. Family trusts are often established to accomplish these objectives and work with other parts of the client's financial and estate plan.

Program Topics

• Why Are Family Trusts Useful and Necessary?
• What Are the Elements of a Family Trust?
• Trusts Used to Protect the Interest of the Grantor (Living Trusts)
• Trusts to Benefit the Family as a Whole
• Trusts to Benefit a Surviving Spouse
• Trusts to Benefit Minor Children
• Trusts to Hold Life Insurance Proceeds
• Trusts to Benefit Multiple Generations of the Family
• Trusts to Include Benefits for Charities
• Trusts to Address Special Family Assets (S Corporation Shares, Homes, Business Property, etc.)

Learning Objectives

• Develop a solid base of knowledge related to family trusts
• Understand the different types and basic uses of family trusts

 *AICPA PFP Trends Survey of CPA financial planners