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  • 2 Credits

    Basis Consistency and Form 8971

    Location: Online
    Member Price: $79.00

    Breaking News!! During tax season, IRS planted a couple of nuclear bombs in its newly issued Form 8971 Basis Consistency Regulations: 1. IRS' all new ZERO BASIS rule: If tax matters are mishandled at the estate level, the beneficiary's basis (for income tax purposes) in an inherited asset... more

  • 4 Credits

    Achieving Balance in Work and Life Part II

    Location: Online
    Member Price: $129.00

    In trying to achieve life balance, various internal and external obstacles arise. In this course we will look at these obstacles and provide specific ways to overcome them. In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of... more

  • 4 Credits

    How to Write a Tax Advisory Opinion Letter

    Location: Online
    Member Price: $129.00

    Financial accounting is historic in perspective while managerial accounting is prospective in perspective. Similarly, tax return preparation is historic in perspective while tax planning is prospective in perspective. The tax advisory opinion letter serves the tax planning function by... more

  • 2 Credits

    Trust: Creating A Favorable Leadership Culture

    Location: Online
    Member Price: $79.00

    "I Trust You" or "I Don't Trust You"! Hearing one of these will either make your day or it will ruin your day. This is because trust speaks to who we are at the core. In this course, Mario Flores explores the definitions of trust and character ( a close cousin to trust) in terms of the... more

  • 2 Credits

    Planning to Defeat the 3.8 Percent Net Investment Income (Medicare) Tax

    Location: Online
    Member Price: $79.00

    Do you desire to avoid being tripped up and held back by paying the 3.8% Net Investment Income (NII) tax? This relatively new tax is a continuing source of irritation for high income clients. Interestingly, the NII tax can often be avoided by proper structuring. An intimate knowledge of the... more

  • 2 Credits

    New Centralized Partnership Audit Rules

    Location: Online
    Member Price: $79.00

    Effective in 2018 (coming like a freight train), the TEFRA partnership audit rules are axed and a whole new regime kicks in. Under the new rules, partnerships (and LLCs) will become strange new beasts potentially taxed like C corps. Do these new "tax procedure" rules spell the beginning of the... more

  • 4 Credits

    Achieving Balance in Work and Life Part I

    Location: Online
    Member Price: $129.00

    Due to the constant stress of a fast paced life, overwork, and family demands, it's easy to feel one's life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what's most important to... more

  • 2 Credits

    Managing With Coaching Competencies- An Overview

    Location: Online
    Member Price: $79.00

    Developing a coaching management style can help you and those around you reach their fullest potential, achieve great results and create win/win conditions. In today's world, where results are important, the "how" you get them is more important. Mario Flores focuses on how aligning the... more

  • 3 Credits

    Simple Substantial Economic Effect Regulatory Compliance:an Overview

    Location: Online
    Member Price: $99.00

    The Internal Revenue Service considers Section 704(b)'s substantial economic effect regulations among the most complex. This course teaches the Treasury Regulations enable simple compliance through (Per Capita: Balances: Ratios) capital account accounting method truncated transitivity, economic... more

  • New
    8 Credits

    Targeted 1040 Forms Update for the Occasional Tax Preparer

    Location: Richmond
    Member Price: $389.00

    Many individuals casually prepare a few income tax returns for family members, friends or acquaintances. Many of such preparers are professionals in industry, not in full-time tax preparation. The manual is designed to provide a preparation update to the casual preparer and has been updated for... more

  • 0 Credits

    2018 CPA Assembly Week

    Location: Richmond

    If you’ve never attended CPA Assembly Day, then this is a great year to start! We’re turning CPA Assembly Day into CPA Assembly Week to provide you even more opportunities to participate. CPA Assembly Week provides a vital opportunity for you to get to know your legislators and... more

  • 2 Credits

    Management Company ESOP Structures and the Insurable Interest Doctrine

    Location: Online
    Member Price: $79.00

    Policy compliant management company C or S corporation ESOP structures offer several advantages when cast in a Section 409(p) policy compliant economically substantive succession plan. As it turns out, Section 409(p) policy compliance coalesces insurable interest doctrine policy considerations.... more

  • New
    2 Credits

    Office 365 - What You Need to Know Before You Subscribe

    Location: Online
    Member Price: $79.00

    Office 365 is perhaps the biggest game changer in office technology this decade. Microsoft is adding an estimated 50,000 new businesses to the Office 365 ecosystem each month. Sooner or later, every organization is going to have to evaluate Office 365 as it relates to their digital strategy. ... more

  • 2 Credits

    Systemic Risk: Six Mega-Trends Facing Organizations Today

    Location: Online
    Member Price: $79.00

    "Never take things for granted and don't rely on the known world." "The systemic nature of our most significant risks calls for procedures and institutions that are globally coordinated yet locally flexible." -From the Global Risks 2014 Report What trends are occurring in the... more