CPE Catalog & Events

Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny The SECURE Act 2022 Proposed Regulations Real Estate professional requirements The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking State of the IRS - plans to reduce the backlog of returns due to COVID-19 Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny The SECURE Act 2022 Proposed Regulations Real Estate professional requirements The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking State of the IRS - plans to reduce the backlog of returns due to COVID-19 Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Overview of the economics and tax consequences of crowdfunding campaigns  The Centralized Audit Regime Selected Practice and Reporting Issues: What’s new? A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Choice of entity issues Partnership Agreements - qualified income offset and unlimited deficit restoration clauses Employee vs independent contractor considerations that companies should be aware of, including the new DOL proposed rulemaking A review of like-kind exchange transactions under §1031 IRC §163(j) considerations in 2022 State and local taxes: pass-through entity workarounds Carried interest Accounting method reform Special basis adjustments, including comprehensive examples Impact of the net investment income tax on the owners of pass-through entities Review of the most important business tax cases, revenue rulings, PLRs, etc.

Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Overview of the economics and tax consequences of crowdfunding campaigns  The Centralized Audit Regime Selected Practice and Reporting Issues: What’s new? A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Choice of entity issues Partnership Agreements - qualified income offset and unlimited deficit restoration clauses Employee vs independent contractor considerations that companies should be aware of, including the new DOL proposed rulemaking A review of like-kind exchange transactions under §1031 IRC §163(j) considerations in 2022 State and local taxes: pass-through entity workarounds Carried interest Accounting method reform Special basis adjustments, including comprehensive examples Impact of the net investment income tax on the owners of pass-through entities Review of the most important business tax cases, revenue rulings, PLRs, etc.