| Course Title
|
Level |
Price |
706 Preparation and Planning Part 1: Tax Fundamentals (2009-2010 Edition)
This course provides an introduction to the Form 706 and to review the general administrative issues involved in filing the return.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Basic |
$48.00 |
706 Preparation and Planning Part 2: Property of the Decedent (2009-2010 Edition)
This course will educate the professional on how to accurately value and properly present the assets of the gross estate. It will discuss Schedule A – real estate, Schedules B C & D – stocks and bonds, mortgages and debts (owned), and insurance on a decedent's life, Schedules E & F – joint tenancy property and miscellaneous property and Schedules G, H and I– trusts, powers of appointment and annuities.
Credit available for CFPTM, CPA.
|
Intermediate |
$75.00 |
709 Preparation and Planning: Completing the Gift Tax Return (2009-2010 Edition)
Free Preview Available
This course provides an overview of how to successfully complete Form 709, the Federal Gift Tax Return.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Basic |
$48.00 |
Asset Protection and Risk Management
Free Preview Available
This course focuses on the tax aspects of asset protection and risk management for individuals and businesses.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$30.00 |
Education Tax Incentives: Opportunities and Strategies (Fifth Edition)
This course explains the 11 major tax incentives available for higher education. Changes implemented by the American Recovery and Reinvestment Act of 2009 are covered.
Credit available for CPA, Enrolled Agent.
|
Basic |
$32.00 |
Estate and Gift Tax Planning Today
This course focuses on estate and gift tax planning in these uncertain times. Some tax rules have changed for 2009, and the entire estate and gift tax landscape may change in the
near future.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$32.00 |
FAS 123R: Applications (Second Edition)
This course illustrates how FASB 123R is being applied to share-based payments. It reviews the fine points of the Standard and guides participants through major issues facing organizations as they comply with its requirements.
Credit available for CPA.
|
Intermediate |
$64.00 |
FAS 123R: Features of Share-Based Payments (Second Edition)
This course provides an overview of FASB 123R. It covers the types of plans covered by FASB 123R, how to use the fair value method and option models required by FASB No. 123R, and the transition rules for implementation.
Credit available for CPA.
|
Overview |
$64.00 |
Funding a Grandchild's College Education
There are several ways for grandparents to help finance their grandchildren’s college expenses, with markedly different financial consequences for the parties involved. This course discusses these alternatives and consequences, and also explains the Medicaid implications for the grandparents and the impact of these choices on a grandchild's eligibility for needs-based financial aid.
Credit available for CFPTM, Enrolled Agent.
|
Overview |
$32.00 |
Intrafamily Transfers of Small Businesses
This course reviews the tax issues that arise when a small business client transfers the business to a family member.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$32.00 |
Like-Kind Exchanges (Second Edition)
This course guides you through effective use of the tax-deferral techniques available under Code Sec. 1031, like-kind exchanges. It reviews new developments and recurrent issues that have impacted either taxpayers or the IRS.
Credit available for CPA, Enrolled Agent.
|
Basic |
$45.00 |
Passive Activity Loss Limitations
Free Preview Available
This course provides an overview of the passive activity loss rules.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$45.00 |
Penalty Exposure for Estate Planners that are Return Preparers
This course discusses recent statutory changes to Code Sec. 6694 (Understatement of Taxpayer's Liability By Tax Return Preparer) and the newly released final regulations.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$32.00 |
Planning for Clients with Alzheimer's
This course provides a background on Alzheimer's Disease and explores ways that both estate planning and document drafting can be modified to meet the special challenges that result from a client having this condition.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$32.00 |
Planning for Families Having a Special Needs Child
This course written by Sebastian V. Grassi, Jr., J.D. (www.probateandtrusts.com) provides the reference tools necessary in preparing an estate plan for families of children with special needs.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Overview |
$32.00 |
Rebuilding Retirement Savings: Tax Strategies
This course explores some of the tax planning techniques that can help individuals rebuild their retirement portfolios following the recent economic downturn. Special attention is given to the features and key tax saving benefits of different retirement vehicles, as well as certain tax minimization and savings strategies to help rebuild and maximize the value of individual retirement accounts (IRAs). The role of Social Security and pension plans in planning for retirement is also discussed.
Credit available for CFPTM, CPA.
|
Intermediate |
$48.00 |
Retirement Savings for Small Businesses
This course explores the various retirement plan options available for employers, with particular emphasis on the options specific to smaller companies.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Intermediate |
$48.00 |
Roadmap for Designing FLP/FLLC Plans
This course discusses recent court cases that may provide a roadmap to assist practitioners as they help clients accomplish legitimate planning objectives using traditional limited partnership and LLC vehicles.
Credit available for CPA, Enrolled Agent.
|
Intermediate |
$16.00 |
Roth Versus Traditional IRAs
This course describes the variables that may affect the choice between a traditional IRA and a Roth IRA, and explains the factors that should be considered when determining whether to convert a traditional IRA to a Roth IRA.
Credit available for CFPTM, CPA, Enrolled Agent.
|
Intermediate |
$32.00 |
Tax Increase Prevention and Reconciliation Act of 2005
Free Preview Available
This course reviews the Tax Increase Prevention and Reconciliation Act of 2005, which makes a number of important changes affecting many individuals, investors, and businesses.
Credit available for CPA, Enrolled Agent.
|
Update |
$24.00 |
Tax Sheltered Annuity Rules
This course explains the final regulations under Internal Revenue Code Sec. 403(b) and how expert planning can maximize retirement savings offered by these plans.
Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.
|
Overview |
$48.00 |
