706 Preparation and Planning Part 1: Tax Fundamentals (2008-2009 Edition)
The main goal of the course is to provide an introduction to the Form 706 and to review the general administrative issues involved in filing the return.
Credit available for CPA, Enrolled Agent.
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Overview |
3.0 CPE |
706 Preparation and Planning Part 2: Property of the Decedent (2008-2009 Edition)
This course will educate the professional on how to accurately value and properly present the assets of the gross estate. It will discuss Schedule A ? real estate, Schedules B C & D ? stocks and bonds, mortgages and debts (owned), and insurance on a decedent's life, Schedules E & F ? joint tenancy property and miscellaneous property and Schedules G, H and I? trusts, powers of appointment and annuities.
Credit available for CPA, Enrolled Agent.
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Intermediate |
5.0 CPE |
706 Preparation and Planning Part 3: Debts of Decedent (2008-2009 Edition)
This course is designed to help the professional accurately prepare Schedules J, K, and L of Form 706. These schedules relate to expenses of the estate.
Credit available for Enrolled Agent.
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Intermediate |
2.0 CPE |
706 Preparation and Planning Part 4: Credits and Deductions to the Estate (2007-2008 Edition)
The fourth course in this series reviews preparation of Schedules M and O, which relate to the marital deduction and charitable deduction. It also reviews preparation of Schedules P and Q, and the unified credit.
Credit available for CFPTM, CPA, Enrolled Agent.
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Intermediate |
4.0 CPE |
Asset Protection and Risk Management
This course focuses on the tax aspects of asset protection and risk management for individuals and businesses.
Credit available for CPA, Enrolled Agent.
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Overview |
2.0 CPE |
Charitable Giving Tax Strategies (Third Edition)
This course looks at sophisticated charitable giving techniques for individuals, which can enable donors to retain some benefit from their gift or have a say in how the funds are used.
Credit available for CFPTM, CPA, Enrolled Agent.
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Update |
2.0 CPE |
Education Tax Incentives: Opportunities and Strategies (Third Edition)
This course explains the 11 major tax incentives available for higher education.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
2.0 CPE |
Estate Planning Strategies (Second Edition)
This course reviews how recent legislation has impacted estate and gift tax rules, and wealth preservation planning.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
3.0 CPE |
Financial and Estate Planning Documents
The focus of this course is on financial and estate planning documents that relate to such areas as domestic relations, medical directives, asset protection and estate planning.
Credit available for CPA, Enrolled Agent.
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Basic |
2.0 CPE |
Gifting as a Tax Strategy (Second Edition)
This course will give you an overview of how to use the gift tax and other exclusions to
minimize estate taxes for beneficiaries.
Credit available for CPA, Enrolled Agent.
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Overview |
2.0 CPE |
IRS Enforcement Programs
This course provides an overview of recent IRS enforcement programs and highlights the plans of the IRS in the future.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
3.0 CPE |
Intrafamily Transfers of Small Businesses
This course reviews the tax issues that arise when a small business client transfers the business to a family member.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
2.0 CPE |
Investment Strategies After the Tax Increase Prevention and Reconciliation Act of 2005 and the Pension Protection Act of 2006
This course reviews the new rules for the taxation of dividends and long-term capital gains, and tax strategies available for investors under recent tax acts. In addition, the course reviews changes made under the Pension Protection Act of 2006 to strengthen pension plans and help virtually all taxpayers save and invest more for retirement.
Credit available for CFPTM, CPA, Enrolled Agent.
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Basic |
2.0 CPE |
Like-Kind Exchanges (Second Edition)
This course guides you through effective use of the tax-deferral techniques available under Code Sec. 1031, like-kind exchanges. It reviews new developments and recurrent issues that have impacted either taxpayers or the IRS.
Credit available for CPA, Enrolled Agent.
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Basic |
3.0 CPE |
Nonqualified Deferred Compensation: New Requirements
This course reviews the requirements for nonqualified deferred compensation as interpreted in final regulations issued in 2007.
Credit available for CFPTM, CPA, Enrolled Agent.
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Basic |
3.0 CPE |
Passive Activity Loss Limitations
This course provides an overview of the passive activity loss rules.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
3.0 CPE |
Primary Residence and Vacation Home as a Personal Tax Shelter
This course examines how a primary residence and a vacation home can be a personal tax shelter.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
2.0 CPE |
Retirement Planning: Maximizing After-Tax Income
This course reviews tax planning opportunities for retirement savings that will maximize after-tax income, taking into account the taxation of Social Security benefits.
Credit available for CFPTM, CPA, Enrolled Agent.
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Overview |
2.0 CPE |
Roth 401(k)s
This course focuses on the Roth 401(k), discussing its features and comparing it to traditional 401(k)s and Roth IRAs.
Credit available for CFPTM, CPA, Enrolled Agent.
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Update |
2.0 CPE |
Roth IRAs (Third Edition)
This course focuses on Roth IRAs, explaining the similarities and differences they have with traditional IRAs.
Credit available for CFPTM, CPA, Enrolled Agent.
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Update |
2.0 CPE |
Tax Increase Prevention and Reconciliation Act of 2005
This course reviews the Tax Increase Prevention and Reconciliation Act of 2005, which makes a number of important changes affecting many individuals, investors, and businesses.
Credit available for CFPTM, CPA, Enrolled Agent.
Top
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Update |
2.0 CPE |