Engagement Letters
This complimentary course on Engagement Letters taught by Kevin C. Huston, EA USTCP, covers best practices relating to communications with clients. Sample engagement letters are included in the course.
Entity Selection After TCJA
Help clients understand the entity choices available for their businesses and be prepared to explain why one option is more ideal for them. The advantages, disadvantages, tax reporting, and many examples are included. -Recorded 10/3/19
Using Business and Rental Losses
Loss limitation rules that apply to business & rental losses and how to possibly mitigate their effect are included. At-risk, passive loss, and entity basis limitations as well as NOLs and §461(I) excess business losses are covered. -Recorded 9/12/19
GILTI Take 2: What We Know Now
This course delves into the global intangible low tax income regime that takes effect for many taxpayers in tax year 2018 and how it has evolved over the last year. We provide an overview of final regulations and their intent. Recorded 8/8/19
Ethics
Tax Professionals face ethical dilemmas with clients over fee arrangements among other issues. This course delves into case scenarios and analyzes the situation using Circular 230 as the guide for the tax professional to follow. - Recorded 7/11/19
Taxpayer First Act of 2019
Review the Taxpayer First Act of 2019 with Instructor Tom Gorczynski, EA USTCP as he discusses the changes to the Internal Revenue Code and IRS procedures. Recorded 7/8/19