CPE Catalog & Events

Deductible interest and debt Nondeductible interest Below-market interest rate loans Unstated or imputed interest on sales Original Issue Discount (OID) Allocation of deductible interest Taxable interest Installment sales Debt cancellation and foreclosure Bad debts

Property rights Premarital agreements Application of 1031 Incident to divorce Property basis Purchases of residence between spouses Purchases of business interests between spouses Selected asset divisions of residence & business interests Real & personal property Pension benefits

Property rights Premarital agreements Application of 1031 Incident to divorce Property basis Purchases of residence between spouses Purchases of business interests between spouses Selected asset divisions of residence & business interests Real & personal property Pension benefits

Tax brackets Tax credits Deductions Education credits Business deductions & credits Retirement plan contribution and phaseout limits Gift and estate taxes Virus Related Treasury & IRS notices and pronouncements Families First Coronavirus Response Act paid leave requirements Modified income tax filing & payment deadlines CARES Act tax provisions

Work-related educational expenses Educational expense credits Education savings accounts Deduction for student loan interest Qualified tuition programs Higher education expense deduction IRA withdrawals for education expenses Scholarships and fellowships Educational savings bonds Educational incentives and financial aid

Effective decision making Problem solving Cognitive biases Stereotypes Values

Elements of effective feedback Proper feedback delivery Successful feedback seeking

Prioritizing work Leveraging relationships Protecting work time Learning to say no

The challenge of the pace of A.I. and emerging technologies. The relationship between technology and productivity. Increase your productivity with tools you already use. Recognize the relationship between productivity and value.

Elder Care Confidential, Cautionary Tales for Adult Caregiver and Caretakers of Parents and

Wages, salary and pay Tests for deducting pay to employees Selected types of compensation Payroll taxes Selected fringe benefits Interest-free & below-market loans Equity participation Advantages of nonqualified deferred compensation Funded company account plans Segregated asset plans

Individual ownership & sole proprietorships Corporations Trusts and co-tenancies Co-tenancy taxation, percentage interests and partition Partnership taxation and recapitalization Family partnerships Limited liability companies Retirement plans Custodianship Estate

Asset Protection Alimony & Child Support Bankruptcy Divorce Settlements & Divisions Employment Entities & Title Insurance Property Dispositions Retirement & Employee Benefits Torts & Personal Injuries Wills & Probate Trusts

Estate planning team & administration Unlimited marital deduction & applicable exclusion amount Primary dispositive plans Trusts Annual gift tax exclusion Annuities and installment sales to family members Charitable remainder trusts Family limited partnerships Buy-sell agreements Family documents

Estate Planning Estate & Gift Taxes Wills & Probate Trusts Post-Mortem Planning & Tax Return Requirements Estate Planning & The Internet

Unlimited marital deduction Simple will Types of trusts Charitable trusts Family documents Private annuities Business valuation Redemptions Lifetime dispositions Installment payment of federal estate taxes

Estate Planning Estate & Gift Taxes Wills & Probate Trusts Entities & Title Life Insurance, Annuities & Buy-sell Agreements Special Business Issues Estate Tax Freeze Rules Elderly & Disabled Planning Post-mortem Planning & Tax Return Requirements

Build, preserve & distribute Legal documents Estate planning team Estate administration Estate planning techniques and devices Trusts

AICPA Code of Professional Conduct Materiality Preparations Compilations Reviews

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