Minimizing Estate and Gift Tax Penalties: Key Compliance Strategies
Available Until
Self-study
2.00 Credits
Member Price $69.00
Non-Member Price $89.00
Overview
Environmental, social, and governance (ESG) factors are increasingly becoming important considerations in many firms — capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company’s valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company’s income statement, cash flow statement, and balance sheet. After covering the most important qualitative and quantitative factors that may impact a company’s financials, we dive into a case study where we interpret ESG information from an example company’s sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.
Highlights
- tax planning strategies
- SEC reporting updates
- ASC 606 implementation
- revenue recognition standards
- automation for accountants
- contract accounting
- financial disclosure requirements
Objectives
- Identify the common reasons for penalties related to estate and gift tax filings
- Recognize the criteria for reasonable cause and willful neglect in tax penalties
- Recognize types of penalties for appraisers under IRC Section 6695A
- Determine strategies to manage and avoid late filing and payment penalties
Notice
This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.
Non-Member Price $89.00
Member Price $69.00