Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. Who should Attend: This course is suitable for tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals that have tax implications. All public practice tax professionals will benefit from this timely and insightful seminar. Learning Objectives:
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. Who should Attend: This course is suitable for tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals that have tax implications. All public practice tax professionals will benefit from this timely and insightful seminar. Learning Objectives:
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Description: This course will focus on how to integrate integrity, objectivity, independence, and avoiding conflicts of interest in situations faced by the accounting professional on a daily basis. The participant will be able to know not just “what is the right thing to do” according to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk-through real-world examples of individuals and companies faced with these dilemmas. Learning Objectives: By the end of the course, the participant will be able to: 1. Be able to define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA. 2. Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer 3. Have the ability to define independence as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA. 4. Be able to ascertain situations which could threaten a CPA’s independence. 5. Understand how conflicts of interest and the use of contingency fees can subvert independence. | |
A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the California Regulations, Administrative Rules and Code of Professional Conduct. These sources govern the practice and responsibilities of California CPAs. It concludes with a section on how a CPA can put his or her ethics into action Learning Objectives:
a. CPAs who provide assurance, attest or compilation services. b. CPAs who provide tax services. | |
A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the Virginia Statutes and Administrative Code as well as the AICPA Code of Professional Conduct governing CPA practice and responsibilities. To illustrate these rules, this course will examine a number of real-life case studies. COURSE OBJECTIVES 1. To educate Virginia licensees in ethics of professional accounting as CPAs. 2. To convey the intent of the Virginia Statutes and Administrative Code as well as the AICPA Code of Professional Conduct and/or specific state board rules in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules. 3. To assist the Virginia CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client. 4. To review and discuss the Virginia Administrative Code and Regulations and the AICPA Code of Professional Conduct and their implications for persons in a variety of practices, especially: a. CPA license renewal process b. CPE reporting period clarification c. CPE reciprocity d. Inactive status requirements and guidelines | |
Description: Please join us for a comprehensive discussion on standards that lawyers must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC), the ABA Model Rules of Conduct and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. This course is ideal for lawyers and tax practitioners. Learning Objectives: By the end of the seminar, the participant will be able to: 1. Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law. 2. Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS. 3. Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law. 4. Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action. | |
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.
Who should Attend:
Enrolled agents, tax practitioners, and other tax preparers.
Learning Objectives:
By the end of the seminar, the participant will be able to:
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Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes affecting 2023 as a result of the passage of the Inflation Reduction Act and the inflation-changed limits effective for 2023 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes. | |
The landmark legislation known as the Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, affects a wide range of institutions in the United States in some way. It imposes healthcare-related requirements on health plans, health insurers, and employers.
In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot-and-stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law and will examine its tax impact on individuals and businesses. | |
All CPAs and Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and sealing information. CPAs and tax practitioners are some of their most highly desired targets. Cybercriminals desire the client data of all CPAs and tax practitioners. If these cybercriminals can successfully obtain the client information of CPAs and tax practitioners, they can file fraudulent tax returns for refunds or commit identify theft. As a result, all CPAs and tax practitioners must protect their clients information by protecting their computers, networks and by taking some simple safety approaches. This course will define information security, describe the numerous types of threats that exist today and define how to protect your computer systems and networks to keep client data safe. | |
The malware and cybersecurity landscapes are constantly shifting in response to the actions of one another. On one side, cybersecurity experts are identifying, analyzing, and patching new forms of malware as consistently as possible so they can be detected by antivirus software and purged from infected systems before they can cause harm to their potential victims. On the other side, malware creators and cybercriminal organizations are constantly creating new malware, and altering old malware, to circumvent cybersecurity efforts and continue to infect as many computers as possible for a variety of purposes. | |
Estate taxes are one of the taxes covered by the IRSs unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2023. | |
This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and a way for professionals and staff alike to easily get the big chunks and bring their professional knowledge up to speed. As a result of studying the assigned materials, you should be able to meet the objectives listed below.ASSIGNMENTAt the start of the materials, participants should identify the following topics for study:* Tax brackets * Tax credits* Deductions* Education credits* Business deductions & credits* Retirement plan contribution and phaseout limitsLearning ObjectivesAfter reading the materials, participants will be able to:1. Recognize the various issues affected by inflation and recent tax law developments especially as they relate to individual tax brackets, exemptions & deductions, the AMT, the child tax credit, alimony, HSAs, education plans, and energy credits.2. Determine the key business tax issues affected by inflation adjustments and recent legislative changes, including corporate tax rates, entertainment expenses, tax credits & deductions, bonus depreciation, expensing, standard mileage rates, employment taxation, repatriation of foreign income, small business stock, partnership taxation, and excessive compensation.3. Specify differences between various retirement plans, including inflation-adjusted contribution limits and phaseout limits, and determine estate taxes by identifying trust income tax rates and determining applicable exclusion amounts. | |
This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individual's implementation of the financial planning process, from the data gathering, risk management, investment selection, through the implementation of the financial plan, and to periodic reviews.
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Objectives
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This course covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the CPA's implementation of the financial planning process from the data gathering through the implementation of the financial plan to the periodic reviews.
Unit Titles
Objectives
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Few advantages are as sought after by parents for their children as an education that will enable them to grow professionally and enjoy the benefits such an education can help bestow. The federal government supports and encourages their efforts to provide that education through various programs and income tax incentives. This course will examine the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individuals education. | |
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.
This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar.
Agenda:
Learning Objectives:
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The Corporate Transparency Act (CTA) - is a law that mandates that a business entity must disclose who the beneficial owners of the entity are. Any business entity formed by application is subject to the CTA these entities include Corporations (both C and S), Partnerships (both general and limited), Professional Corporations, and Limited Liability Entities (in all Forms). Why is this law here? Well there are those in congress that are concerned all business entities are not necessarily transparent or are formed by individuals trying to hide something or committing nefarious acts, associated with terrorist activities, drugs and/or the illegal funneling of monies. The CTA applies to all entities formed within the United States and foreign entities that have registered to business within the United States. The purpose of the CTA Legislation is to assist the Financial Crimes Enforcement Network (FinCEN) in identifying entities that may be involved in money laundering, Tax Evasion, organized Crime, and/or other illegal activities.
Learning Objectives:
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. Who should Attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar. Program Content:
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This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary. Who should Attend : This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar. Program Content:
Learning objectives:
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