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Please take a look at our upcoming seminars. Click a seminar to see more details.
| Earned Income Credit |
| Date: |
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| Cost: |
$49.00 |
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| Get the most up-to-date information on the Earned Income Tax Credit. Learn about requirements, qualifying children, and rules for foster children. |
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| Rental Property |
| Date: |
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| Cost: |
$49.00 |
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Learn what constitutes rental property, what expenses are deductible, and how to handle sales of rental property.
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| Clergy |
| Date: |
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| Cost: |
$49.00 |
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Study the various types of expenses related to clergy income and the forms necessary to deduct the expenses.
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| Retirement Plans |
| Date: |
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| Cost: |
$49.00 |
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Learn the different types of retirement income, and the tax treatment of distributions received.
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| Employee Business Expenses |
| Date: |
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| Cost: |
$49.00 |
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Get the most up-to-date information on vehicle mileage allowance changes for employees. Discover tax saving tips for employees who have unreimbursed business expenses.
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| Schedule C/Sole Proprietors |
| Date: |
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| Cost: |
$49.00 |
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| Learn about developing a sole proprietorship, advantages and disadvantages of being one, maintaining records, inventory and costs of goods sold. |
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| Amended Tax Returns for Individuals |
| Date: |
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| Cost: |
$49.00 |
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| Explore amended returns. Covered topics will include common reasons for amendments, statute of limitation when claiming a refund, 1040X preparation, fees for amended returns, and state income tax return amendments. |
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| Special Needs & Concerns for Seniors |
| Date: |
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| Cost: |
$49.00 |
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| Concentrate on issues that affect senior citizens such as required minimum distributions from IRAs, taxable social security and estimated tax payments. Review medical deductions for seniors such as assisted living, long term care insurance premiums and when these expenses are allowed. Estate planning and tax-free investments will also be covered. |
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| Tax Issues for High Income Tax Payers |
| Date: |
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| Cost: |
$49.00 |
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| Explore tax issues high income taxpayers face such as Alternative Minimum Tax, limitations on itemized deductions, IRA contributions, exemptions, deductible credits, and adjustments to income. |
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| Net Operating Losses |
| Date: |
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| Cost: |
$49.00 |
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| Explore tax issues high income taxpayers face such as Alternative Minimum Tax, limitations on itemized deductions, IRA contributions, exemptions, deductible credits, and adjustments to income. |
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| Net Operating Losses |
| Date: |
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| Cost: |
$49.00 |
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| Explore tax issues high income taxpayers face such as Alternative Minimum Tax, limitations on itemized deductions, IRA contributions, exemptions, deductible credits, and adjustments to income. |
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| Schedule D - Special Issues |
| Date: |
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| Cost: |
$49.00 |
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| Learn how to assist your client with wash sales, puts and calls, employee stock options, like-kind exchanges, the sale of a personal residence, sale of personal residence, the sale of business property and capital loss carryovers. |
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| Tax Issues for Divorced or Separated Taxpayers |
| Date: |
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| Cost: |
$49.00 |
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| Concentrate on tax issues surrounding a separated or divorced taxpayer such as exemptions for children, itemized deductions, credits, filing status, community property issues, alimony, and child support. You will also learn how to handle asset transfers, qualified domestic relations orders (QDRO) and adjustments to income. |
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| Responding to the IRS |
| Date: |
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| Cost: |
$49.00 |
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| Given the choice most taxpayers would rather not deal directly with the IRS. This is where you step in with the knowledge you will gain to assist your taxpayer. Learn how to handle IRS letters which request information or explanations. Gain knowledge in handling audit issues and complex collection issues. Learn about offers-in compromise. |
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| Employment Taxes |
| Date: |
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| Cost: |
$49.00 |
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| Explore employment taxes and withholding issues for independent contractors and statutory employees. Review earned income tax credit. Form 941, Form 940, and tax deposits will be introduced. |
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| Tax Planning Tips & Strategies |
| Date: |
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| Cost: |
$49.00 |
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| Learn how to help your client save valuable tax dollars by offering tax planning tips and strategies. Discover how a contribution to an IRA may lower your client’s tax liability. Help you client determine if he is utilizing the deductions and credits to which he entitled. |
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| Part-year and Non-resident State Tax Preparation Principles |
| Date: |
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| Cost: |
$49.00 |
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| Review the various issues for filing part-year and non-resident tax returns. Discover how your client may be affected by credits, adjustments, subtraction, additions, exemptions and deductions. Gain an awareness for common issues shared among many states and items that may be state specific. |
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| Non Resident Alien Returns - Form 1040NR |
| Date: |
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| Cost: |
$49.00 |
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| Learn the difference between a non-resident alien and a resident alien. Discover when to use Form 1040NR and when Form 1040 is use is more appropriate. Explore tax treaties with other countries, filing requirements, credits, deductions and exemptions. |
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| Partnerships |
| Date: |
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| Cost: |
$49.00 |
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| Learn about developing a partnership, advantages and disadvantages of becoming one, maintaining records and how partners pay taxes on their share of income. |
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| Corporations |
| Date: |
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| Cost: |
$49.00 |
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| Learn about choosing to become a corporation, advantages and disadvantages of being a corporation, maintaining records, taxes paid by a corporation. |
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| S-Corporations |
| Date: |
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| Cost: |
$49.00 |
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Learn the differences in choosing to become an S-Corporation instead of a corporation, advantages and disadvantages of making the S-election, maintaining records, how to make an S-election and how shareholders report and pay taxes on their share of income from the S-Corporation. |
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