TaxSpeaker

Taxes

Self Study / Seminars

1040 Tax in Depth

This course is written to be the most up-to-date practical 1040 class in America. The course begins with all of the last-minute and current year changes that can affect an individual tax practice. From Congressional changes to IRS rulings, from the latest practice concerns to compliance issues we review all of the pressing issues of a tax practice the first thing out of the gate, in a deep practical approach that leaves nothing out. Every one of our speakers is required to be a current practitioner with knowledge and humor who brings their current experience to the room in a presentation approach designed to make the class rewarding, interesting and stimulating. We utilize cutting-edge technology to provide you with literally hundreds of hyperlinks, useful websites, supporting research and case law citations to arm you with the most powerful annual guidance available. Driven by current year changes, we make sure to discuss them all before moving to reviews of current year prob

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754 Step-Up basis election

While discussing advanced business tax issues, we broke out a special discussion and overview of basis rules and then did in-depth discussion of the 754 step up basis election for LLC's and partnerships. The discussion was so good and the requests for the separate information so strong that we have broken that section of the day into a stand alone course. In this class Bob reviews all basis rules for partnerships and S corps, including at-risk and debt issues, leading into the 754 step up basis election. Bob then guides you through the analysis of 754 with numerous on-screen examples, actual elections and tax return completion tips, such as how to put it on a 1065, K-1 reporting, timely filing etc. This class will pay for itself the first time you need the election.

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Accounting Methods

The course provides a review of the cash and accrual methods of accounting for income tax as well as the requirements to change to the accrual method at verious sales levels. It includes a comprehensive example with a completed Form 3115 to change from cash to accrual. The course also reviews the uniform capitalization rules of Section 263A, when the rules apply, how to apply them, and provides a link to a free Excel program that calculates the 263A adjustment. The course also discusses reimursing owner’s expenses and other perational issues including year ends. It concludes with an example of a depreciation error, when and how to complete a 3115 for depreciation errors and an example completed Form 3115 for depreciation errors.

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Advanced Business Tax Issues

This aggressive new offering from TaxSpeaker is for experienced members. Topics include: The S Corporation built in gains tax calculations and planning with examples as modified by the permanent 2015 PATH Act; the LLC step up basis calculation with examples; entity conversions; basis calculation and answers for S corps & LLC's; and special S Corp tax issues including QSubs, 338 elections and more

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AMT Reduction Planning

In this course you will learn about a variety of topics with regards to the Alternative Minimum Tax. Specifically, this course includes: • Planning for AMT • AMT adjustments • The Computation • Phase-outs • Add-backs • Incentive Stock Options • AMT credit Planning • Depreciation

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Basis-S Corps & Partnerships

We will provide discussion, with examples, of initial basis, annual basis calculation, basis limits and debt relationships to basis for S corporation shareholders and Partnership/LLC members.

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Business Pension Plans

Updated for the 12/2015 PATH Act and the 2015 Trade Bill. In this course, you will learn about benefit plans, defined contribution plans including: 401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE and Much more!

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Business Tax Credits

We discuss and review over 30 business tax credits, and analyze over 15 of the commonly used credits in-depth with examples including: Disabled Access Credit, Tip Credit, Employer Provided Child Care Credit, Small business health care credit, Real Property Rehabilitation Credit and more!

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Business Tax in Depth

Business Tax In Depth Our Business Tax In-Depth course is the central reference point manual for preparing business tax returns. Similar to our 1040 Tax In Depth course, this course begins with detailed discussions of business tax changes that have occurred during the year, whether from Congress, the IRS or the courts. The Business Tax In-Depth course now includes an in-depth summary of business tax provisions of the 2010 Health Care Bill including penalties, credits and requirements. We then move to business formation issues including tax-free organization and choice of entity decisions. This course then provides an in-depth look at the tax organization, filing and compliance issues for all 3 of the major forms of business entities. The discussion of S corporations includes Elections, late “S” election, Allowed shareholders, Basis rules, Distributions and accounting issues as well as The use of ESBT’s

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Business Tax Update

Business tax changes and problem coverage are the focus of this course. We cover the latest tax changes and add in our "problem focus explanation" where we hone in on the latest IRS attacks on small business issues. This course provides an in-depth look at the tax organization, filing and compliance issues for all 3 of the major forms of business entities. The discussion of S corporations includes: Elections, Late “S” election, Allowed shareholders, Basis rules, distributions and Accounting issues As well as the use of ESBT’s, QSST’s and the Q-Sub. The “S” discussion provides the forms, elections and statements needed to convert a sole proprietor to an S corporation or to convert an LLC to an S corporation, as well as the guidance needed to convert a C corporation. The rare 338 step-up election for S corporations is discussed in example form and we also provide the instructions and elections

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C Corporations

C Corporations The discussion of C corporations provides guidance on: Tax operating characteristics of the C corporation including accounting methods, Choice of year-end, C corporation Capital losses, Net operating losses and A summary of consolidated return rules. Our discussion of C corporate reasonable compensation also includes an analysis of constructive dividend problems and concludes with a review of such problem issues as personal holding companies (PHC), personal service companies (PSC) and the accumulated earnings tax (AET).

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Charity Bargain Sales

If you sell or exchange property for less than fair market value with the intent of making a gift, the transaction is partly a sale or exchange and partly a gift. Bargain sales to charity allow donors to support a favorite cause while also gaining some liquidity in return. For example, when appreciated property is worth more than a prospective donor is willing or able to give, a bargain sale can split the asset into two pieces: a deductible contribution and a taxable sale. A bargain sale of property to a charitable organization is partly a sale or exchange and partly a charitable contribution. This course provides the rules, the examples and the calculators to take advantage of this special treatment. 2014 Course Version

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Clergy Tax

This course reviews the preparation of tax returns for members of the clergy. It covers housing allowances, fringe benefits, ministerial expenses, and accountable plans. We provide several practice aids for the church and the minister.

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Complete Retirement Guide

Updated for the 12/2015 PATH Act and the 2015 Trade Bill, In this course, you will learn about benefit plans,defined contribution plans including: 401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE. You will also learn about all forms of IRAs, including the history of IRAs, prohibited transactions rollover IRAs and a variety of topics with regards to Form 5329 Retirement Distributions & Penalties.

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Controlled Groups

This in depth analysis with dozens of examples will walk the reader through the controlled group rules. The manual includes worksheets and spreadsheets to determine if the controlled group rules apply, how they affect the average company, and how to work around them. A comprehensive real-life example out of the author's office shows how to work around the rules for employers facing financial disaster because of the upcoming 2014 health insurance requirements.

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Corporate Formation Issues

This course begins with a comparison of the different types of business entities. It then moves to specific issues associated with forming a corporation including the Section 351 rules, liabilities, Section 1244 Stock, and more.

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Depreciation

Much more than you really want to know about depreciation, amortization, depletion, cost segregation studies and more. This course includes coverage of special topics like Indian Reservation depreciation, Correcting old errors, An in-depth discussion of Section 179 and bonus depreciation rules, and Basis rules. We also discuss the 2014 proposed IRS regulations of repairs vs capitalization.

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Disaster Losses

This course addresses a variety of topics relating to disaster losses. It covers the treatment of grants and loans, calculating the loss, gains from reimbursement and postponing those gains, claiming the loss on the prior year return, postponed tax deadlines, personal residences, and livestock sales.

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Education Deductions & Credits

The course begins with an overview of the options available to taxpayers for saving money for college including a comprehensive discussion of financial aid forms (FAFSA). It then moves to an in-depth discussion of Section 529 plans, including prepaid tuition and college savings plans while analyzing the benefits of each and comparing them to other plans including a Coverdell vs. 529 comparison. The course also covers the remaining options including Series EE bonds, Coverdell ESAs, Traditional and Roth IRAs, Borrowing from a 401(k), The Uniform Gift to Minors Act, and Mutual funds. The discussion of using Roth IRAs and regular IRAs for college includes 2 real-life case studies. The course concludes with coverage of the American Opportunity Credit and the Lifetime Credit and tuition and student loan interest deductions available for those seeking higher education. It has been updated for the eff

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Emerging Tax Issues

Live recorded in class, Bob Jennings explains and discusses tax issues for clients participating in this new economy, including BitCoin, Uber, Etsy, Ebay, Turo, Lyft, AIRbnb and other emerging economy business relationships.

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Employee or Independent Contractors

In this course you will learn about a variety of topics with regards to determining status as an employee or an independent contractor and much more.

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Entity Conversions

This multi-case study course examines: Entity conversions and provides forms, elections and checklists, including sample completed tax forms. Conversion cases include: Converting a C corporation to an S corporation, with built in gains tax; Converting LLC to C Corporation; Converting LLC to S corporation; Converting S Corporation to C corporation; Incorporating a Sole Proprietor to S corporation.

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Estate & Gift Tax Update

In this course you will learn about a variety of topics regarding estate and gift tax planning ideas such as gifting strategies, medical exclusions, education exclusions and gift splitting as well as estate and gift exclusion amounts.

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Estates & Gifts Form 706 & 709

2014's estate and gift tax rules have changed the playing field for estate tax compliance and planning. This course does them both-it covers the intricacies of preparing the 706 and 709 and provides the planning tools to help clients when they need it the most..

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Exit Strategies

The exit strategies course is designed to provide guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. In this top-rated 2 hour course we determine how to value an accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements. We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.

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Federal Tax Update

This "most up-to-the-minute" tax course is designed to thoroughly cover all federal tax issues affecting individual, business, payroll, estate, gift and compliance issues. This is an extremely popular course that reviews all the latest Congressional, IRS, court and administrative changes that have occurred up to and including the day before the seminar.

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Final 1040 at Death

In this course we provide guidance in how to prepare the decedent’s final 1040, including example forms, identification of where to include income and where to deduct expenses, and special form and election filing. 2014 Course Version

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Foreign Activity for Individuals

Live recorded in class, we illustrate the requirements for filling out Form 2555 (with examples) the foreign earned income exclusion, with examples. We then discuss Form Fin Cen 114 and Form 8938, used to report the existence of foreign assets.

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Foreign Tax Reporting for Individuals

This course is designed to provide the tax professional with a central reference point for determining what forms need to be filed for individual taxpayers with foreign income, investments or other reporting requirements. It includes discussion, with examples, of Forms 926, 1040-C, 2555, 3520 and 3520-A, 5471, 5472, 8621, FATCA Form 8938, Fin Cen 114 and more.

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Fringe Benefits

This Fringe Benefits course reviews all of the major fringe benefit plans that small businesses can use to benefit employees and owners such as: Child care, Education, Transportation, Housing, Health insurance and more. It provides case studies illustrating the application of many fringe benefits, client letters, example tuition reimbursement programs and accountable expense programs. Also illustrates employee vehicle use treatments, and provides numerous examples of travel, hotel, meal and similar fringe benefits.

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Gift Tax Form 709

Our short Gift Tax - Form 709 course provides all the pertinent information about gift taxes and Form 709, the U.S. Gift Tax Return. We cover: Filing requirements, The annual exclusion, Gifts specifically excluded from gift taxation, The generation skipping transfer tax, and Gift splitting. It also walks you through Form 709 and describes the types of gifts that may occur. It concludes with case studies that illustrate the topics discussed.

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Helping Clients that didn’t report Foreign Assets

This course will cover a variety of topics regarding foreign asset reporting. Specifically, this course includes:Foreign Financial Assets, Bank Accounts, Business Interests, Investment Accounts, Form 8938, FBAR, & Much More

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Installment Sales Renegotiations & Repossessi

This course begins with an overview of installment sales. It then covers new gross profit percentages when sales prices are reduced in future years as well as the specific forms that may be included in a taxpayer’s return. It concludes with a number of problems and issues that may arise with installment sales.

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International Tax Overview

This course will cover a variety of topics regarding foreign asset reporting. Specifically, this course includes: • US Person • Tax Jurisdiction • Tax Methods • FDAP • Treaties • Branch Profits Tax • Social Security Tax • Foreign Financial Reporting • Much more

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Intro to Social Security

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an understanding of the main concepts and benefits of Social Security and Medicare. Taught by TaxSpeaker’s own Social Security experts, we even have our own employees and area residents take this class as one of the most hands-on, everyday life practical courses we teach.

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IRA Guide

Updated for the 12/2015 PATH Act and the 2015 Trade Bill, in this course you will learn about all forms of IRAs,including the history of IRAs, prohibited transactions rollover IRAs and much more!

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IRA's, Roth's and Conversions

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2017 amounts.

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IRS Representation

This IRS Representation course begins with information about IRS notices, letters and transcripts, continues through the IRS organization and how to run a representation case. We then define the types of examinations Reviewing/challenging the document request(s), Minimizing the scope of the audit, When to concede an issue and when to press on Including consultation with other professionals, appeals, offers in compromise and other unique representation problems. Special attention is given to dealing with collections and enforcement actions such as Liens, Levies, Seizures and Garnishments and Installment agreements.

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Like Kind Exchanges

This course reviews the advantages and disadvantages of like kind exchanges. It reviews all 4 types of exchanges; the deferred exchange, the simultaneous exchange, the build-to-suit exchange and the reverse exchange, as well as the new combination reverse and forward exchange. It also covers personal property exchanges, traps and pitfalls in exchanges, and works through a number of examples illustrating compliance.

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LLC's in Depth

Our LLC/partnership discussion includes organizational income tax elections and definitions and then moves to a completed example Form 1065. We discuss converting an LLC to an S corporation and provide an example election. We then move to operating issues of an LLC such as guaranteed payments, tax-free formation, partner self-employment tax issues, basis, ownership transfers and the sale of a partnership interest. Several case studies illustrate, with tax forms, the effects of a “walk-away” partner as well as the 754 step-up basis election. An in-depth discussion of equity accounts is provided along with detailed analysis of debt basis. We conclude with example cases on step-up basis and dissolution.

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Long Term Care Insurance

Our Long Term Care Insurance course starts by covering the need for long term care insurance. We then cover the aspects of what Medicaid and Medicare pays for and what long term care insurance is, what it pays and does not pay, where to get it, where to use it and what to look for in policies. We conclude with a coverage of the latest changes in coverage and the tax treatment of premiums and payments.

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Medicare

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more

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Non-For-Profit- Unrelated Business Income Tax

This course will cover a variety of topics regarding foreign asset reporting. Specifically, this course includes: IRC Sections 511 & 513, Trade or Business, Exceptions,Modifications, & Debt-Financed Income Calculation

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Owners Compensation

Your instructor will explain the different compensation rules, requirements and options for paying the owners of entities taxed as partnerships, S corporations and C corporations. Objectives: AT the conclusion of this class the student will be able to guide clients in compliance with various compensation payment and reporting rules of the Internal Revenue Service.

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Passive Income

In this course you will learn about a variety of topics regarding passive income. Specifically, this course includes: • Passive Activity • Passive Activity Credits • Grouping Election • Much More 2014 Course version

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Payroll & 1099-Year End reporting

We start by covering employer requirements for hiring, record keeping, and posted information, and then move to employee payroll forms (including the I-9). We then move to wage discussions, 941 and 940 deposit and completion requirements, and finish the section with W-2 preparation issues. The second chapter deals with 1099 preparation and compliance issues. This one simple course is all you and your employees need to complete quarterly and annual payroll tax forms.

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Payroll and subcontractors-hiring, forms, reporting

Our Payroll – Hiring, Compliance & Forms course begins with an analysis of whether an individual is an employee or a sub-contractor. We discuss Employee types, Required tax and record-keeping forms, Filing requirements, Withholding and deposit rules, and Payroll forms.

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Practice Management in Depth

Our Practice Management for Your Tax Office course addresses vexing small tax firm's issues and provides common sense guidance in the areas of Choosing tax software, Fees, Billing, Interviewing clients, Tax return processing, Client relationships, Compliance, Liability and Practice transfer issues & much more. Ask yourself these questions: 1. Did you work 60 or more hours per week this year in tax season? 2. Were you "maxed out" in terms of your ability to crank out quality tax returns, or close to it? 3. Did you make enough money to justify the wear and tear on your body, the toll on yourfamily and personal life, and to live comfortably the rest of the year? Did you answer yes to the first two questions, but no to the last one? It stinks, doesn't it? This means we worked our tails off, mis-treated ourselves and our loved ones, and did not make enough money doing it to make

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Retirement Distributions, Penalties & Inherit

This course discusses early distributions, penalty exceptions and Much more!

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S Corporations Built in Gains

In this course you will learn about a variety of topics relating to Built-in Gains in regards to S Corporations. Specifically, this course includes: Calculations of BIG and BIL Built-in Gains worksheet The Calculation of the Tax Eliminating and Reducing BIG tax Worksheets Examples Case Studies and Much more

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S Corporations in Depth

In our S Corporation course we discuss: Elections using Form 2553, Late “S” election, Allowed shareholders, Reasonable compensation, Basis rules, Distributions and accounting issues, The use of ESBT’s, QSST’s and the Q-Sub. The “S” discussion provides the forms, elections and statements needed to convert a sole proprietor to an S corporation or to convert an LLC to an S corporation, as well as the guidance needed to convert a C corporation. The rare 338 step-up election for S corporations is discussed in example form. We also provide the instructions and elections to make a deemed dividend election or to distribute E&P before AAA. We will discuss troublesome operating issues such as officer compensation, suspended losses and non-cash distributions.

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S Corporations-338 Step Up Basis Election

Usually when the owner of an “S” corporation is ready to sell his or her company they are only interested in selling the stock in the “S” corporation. Occasionally there are exceptions to this treatment. If the seller is willing to accept a significantly lower purchase price the buyer may be enticed to buy stock rather than assets. In a 338 election, the buyer’s new corporation buys the stock of the seller’s old “S” corporation to ensure transfer of any contracts without legal ramifications, but the IRS treats it as an asset purchase to avoid disqualifying the new “S” corporation. We illustrate the proper treatment, elections and forms, with examples and completed forms of the 338 election.

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S Corporations-QSubs, QSST's & ESBTs

This course defines the various 3 trusts used in S corporation ownership and operations and provides coverage of the requirements of making the elections including forms and examples. It concludes with a summary of the appropriate situations to utilize trust ownership of an S corporation.

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S Corporations-Redemptions & Liquidations

In this course you will learn about a variety of topics with regards to Redemptions and Liquidations as they pertain to S Corporations. Specifically this course includes: CURRENT S CORPORATION RULINGS Sale or Exchange or Distribution Attribution Rules Sale VS Redemption Case Studies Much More 2014 Course Version

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Small Business Issues

Live recorded in class, Ron Roberson discusses the employee vs. subcontractor issue. We explain the types of relationships, the penalties for non-compliance and the 2 IRS programs to avoid or waive penalties. We then discuss that never-discussed form 8300 for reporting cash transactions exceeding $10,000, whether individually or as a series of transactions.

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Social Security-Understanding Your Clients

The Social Security Administration tells us that 10,000 Americans will turn 65 today, tomorrow and every single day for the next 14 years. This is the single biggest demographic change in the history of our country, with the single biggest need for advice. As Americans approach retirement age, they do not know where to turn for unbiased advice. In this incredible course, we provide you with the knowledge, the software and the guides to offer this new phenomenally in-demand advice to your clients. Updated for the latest changes, the 2016 complete Social Security course has new chapters on adding a Social Security consulting practice (with marketing and engagement letters as well as software guides) and planning situations. We recommend this class to all professionals of all ages because of the long-term planning possibilities.

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Step Up Basis Elections-LLC

This course analyzes the rules for making a step up basis election when a partner transfers his or her ownership interest. It also provides guidance on the benefits (and drawbacks) of the election, the forms and attachments needed to make the election and dozens of examples as well as 2 comprehensive examples of the election in use.

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Surtaxes

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this complex and sometimes expensive topic. We provide clear examples, with calculations, of the deadly 3.8% net investment income surtax, but more importantly we provide guidance for planning to avoid the surtaxes.

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Tax Implications of Starting a Business

Our Tax Implications of Starting a Business covers the legal, tax and compliance characteristics of all forms of businesses in a comparative manner, including: C corporations, S Corporations, Partnerships, LLC and sole proprietorships.

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Tax Planning for High Income Clients

In this course you will learn about major and minor planning options as well as numerous solutions for clients with high income tax planning concerns. Specifically, this course includes: • Multiple calculators • Checklists and worksheets • Real life examples • Much more

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Tax Planning for Individuals

After 40 years of training and experience with low income and high income clients, TaxSpeaker has brought this wealth of knowledge to this incredibly practical new class. We bring literally dozens of new ideas to the class, identify major and minor planning options, provide multiple calculators, checklists and worksheets and explain with examples, numerous solutions for clients with low income, high income or AMT income tax planning concerns. Bob Jennings and Joe Walloch have collaborated on this new course to bring you practical guidance from real, full-time practitioners that will have an immediate impact on your income tax clients. Even more importantly, since each concept includes real life examples and forms you will be able to actually understand the ideas presented!

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Tax Planning for Loss & Low Income Years

In this course you will learn about a variety of topics regarding tax planning for clients in loss and low income years. Specifically, this course includes: • Maximizing the 0% capital gain rate • Accelerating IRA withdrawals • MACRS • MACRS alternatives • Loss Carryovers • Much More

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The CURE Act and Health Care Benefits

Live recorded in class, we define what a small business is, and what is required or not required for health insurance purposes for the business owner and employees. We then review all 4 business forms (sole proprietor, partnership, S corporation and C Corporation) and tell you what is required, allowed and not allowed, entity by entity, for the employees and then for the owners for health care benefits.

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The Employer's Definitive Tax Guide to Health

The 2010 Health Care Bill made radical changes to the health care fringe benefits that employer's may provide or may want to provide for employees. The changes are sweeping, full of traps and horrible penalties and affect businesses of all sizes from sole proprietors to large corporations. This new class, which we are excited to bring to our customers is the nation's first CPE class designed specifically to address just income tax deductions, penalties and planning for these health care benefits. Every tax professional and business owner in the country, in particular small business, will benefit from this cutting-edge course. Our author (Bob Jennings CPA) tells us this is the best manual he has ever written and that says a lot for someone who has written over 250 CPE manuals in 30 years. During the class we will discuss all 4 major health care fringe benefits including insurance, HRAs, health savings accounts and health care flex spending accounts. We will tell you what works, what doesn't and provide clear guidance on what can and cannot be done for sole proprietors, LLC/Partnership members, S corporation shareholders and C corporation shareholders and their employees. We will answer those questions that have been tearing at every tax professional's subconscious including: can I reimburse for health insurance; what type of deduction works now; what do I do for S corporation owners; is a Flex plan a good idea; do HRA's still work; and many more. We will also illustrate a solution that is not generally considered for all of the fringe benefit problems. We won't be discussing who has to provide health insurance or bog down with penalties for large employers that don't provide it-this class is about the fringe benefits and what can and cannot be done, not about insurance requirements. The answers are here in a definitive, concise, easy to follow guide full of easy tables to follow the rules. Dozens of hours of research, cross-checking, back research and extra reading of IRS guidance, professional and industry analyses, ACA rules, notices and Regulations have finally been boiled down by our experts to an easy to understand guidebook for everyone.

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The New Overtime Rules

Live recorded in class, Ron Roberson & Bob Jennings discuss the new overtime rules, explain what they are and how they apply, provide the major exceptions to the rules and raise (and answer) many of the questions that practitioners and their clients have.

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Trusts & Estate 1041s - the New Rules

Bill Leonard, CPA, CFFA and Charlie Slade, JD, CPA wrote this course from the point of view of the tax expert AND the lawyer. Acclaimed as "the best estates & trusts course ever-these guys are great!", the course covers how to prepare the forms, how to do the accounting and how to plan for the future.

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When Bad Things Happen to Good Taxpayers

In this class Ron Roberson discusses tax compliance, planning and positioning techniques for clients going through a divorce, a bankruptcy, a disaster and cancellation of debt issues, We present the rules and examples to complete the appropriate forms, advise the client what mistakes to avoid and actions to take when going through the relevant situation, and provide dozens of planning ideas to minimize short AND long term tax effects.

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