CPE Catalog & Events

Income & IRMAA: mitigating Social Security benefit erosion Connelly vs. IRS court case discussion FinCEN Updates 

Section 754 Section 734(b) and §743(b) Adjustments Charitable contributions and commodities R&D tax credits

Washington updates: Inflation status, Presidential race, House and Senate statuses, and more The extension of the waiver of excise tax for inherited IRAs SECURE Act 1.0's waiver of excise tax for RMDs

Estimated tax: Requirements and penalties SIMPLE IRA overview and deadlines New IRS developments

Tax legislation U.S. Court of Appeals for 10th Circuit ruling on Reserve Mechanical Corp v. IRS PLR 202226003 Portability and Revenue Procedure 2022-32 Foreign Bank Account Report (FBAR) Cost segregation Examples of qualifying assets

Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions  Domestic Abuse Victim Distributions Section 179D deduction 

Tax legislation appears to be unlikely any time soon Recent Tax Court rulings of note The ERC and other information related to COVID-19 relief for employers

IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc. 

2022 midterms E-Filing Recent and proposed changes regarding standard mileage rates, the TCJA, cryptocurrency, and electronically amending returns Important Tax Reminders for People Selling a Home: Tax Tip 2022-78 Transparency in Coverage Rule (Final Rule)

Discussion of the 2024 presidential race reset 2024 Tax Legislation Update Transfer and direct pay of energy credits

Creative retirement plan designs to obtain the section 199A deductions Top 8 for qualified charitable distributions (QCD) Discussion of educational assistance programs offered by employers The employer-provided childcare tax credit 

Forms of stock-based compensation and their taxation Statistics concerning HSAs , including average balance by household income Medicare changes in 2025

Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024

Is preparing beneficial owner information (BOI) reports the unauthorized practice of law? Details concerning IRS settlement offer letters  sent to certain taxpayers who participated in Syndicated Conservation Easement transactions Stock Buyback Tax Updates on the Residential Clean Energy Credit and Energy Efficient Home Improvement Credit

Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act

Discussion of the continuing struggle for FAFSA simplification Form 1099-K and crowdfunding online Anti-money laundering regulations for residential real estate transfers An overview of the expiring TCJA provisions

The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version

Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements

Current and projected federal debt and deficits  President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule New FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program New Form 1099-DA 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