August 5, 2019 8:30am – 4:00pm

Webcast: Advanced Issues: The Art of the Estate Tax Return

Dive into strategies for preparing an estate tax return and achieving the most successful results for clients during an audit, including compliance and planning opportunities. Required returns and portability-only election returns will be discussed in depth.

Learn about the weaknesses in IRS arguments, how to secure the best appraisal results and how to effectively make portability elections. Additionally, explore the counter arguments for IRS challenges to FLPs, formula clauses, promissory note valuation and allowable deductions.

Other topics include: avoiding traps in both planning and preparing Form 706; how to select and communicate with appraisers; best use of administrative expense deductions; achieving the best audit results; and staying on top of refund claims. Attendees will have the opportunity to shape the course by requesting topics to be covered. These topics will either integrate into the pre-set points the instructor plans to include or added as special points for discussion in class.

Course materials include the instructor's award-winning book and latest supplement, "Estate Planning At The Movies®—The Art of the Estate Tax Return," which delivers best practices and cutting-edge strategies for estate tax savings. The course text published by Bloomberg, BNA Books, references more than 200 motion pictures related to class topics. The author and publisher have made these course materials available at a specially discounted price to attendees. The premium additional investment you make for these award-winning course materials are available to attendees at greater than a 60% discount from the published rate. The book and supplement provide valuable resources. It is not possible to cover the book in its entirety during the class.

The book and supplement are provided in pdf format at the lowest price anywhere! Remember to bring your computer or other screen-visual access course materials.

Note: Webcast participants will receive course materials in e-book format.

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Webinar
Taxation
8
August 5, 2019 8:30am – 4:00pm

Webcast: The Nuts and Bolts of High-End Planning

Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth and seek assistance in developing succession plans to address individual needs. Review transfer and income tax laws, plus available strategies to minimize taxes.

Also, discuss the basic structure of advanced strategies, provisions in the governing document that authorize and regulate these strategies, modeling and tracking spreadsheets and software options. To illustrate the concepts discussed, experience a live demonstration of financial planning software, run modeling exercises and review examples of sophisticated estate and business planning scenarios.

Formerly titled: Business & Wealth Succession Planning

Materials are provided as an ebook.

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Webinar
Taxation
8
August 5, 2019 11:00am – 1:00pm

Webcast: International Tax Issues in the Equine Industry

Do you have clients who own, trade or race horses with an international twist? The U.S. equine industry has expanded abroad, while foreign horse owners race and breed horses in the United States.

Familiarize yourself with the rules of U.S. international taxation impacting international equine activities so you can properly advise your clients in the structuring of equine operations and transactions.

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Webinar
Taxation
2
August 6, 2019 8:00am – 3:30pm

Internal Control Development That Balances Risk with Strategy

This session uses the updated The COSO Enterprise Risk Management Framework as well as other authoritative sources to explore how organizations of all size and type can drive the entity in a desired direction while keeping an eye on the risks associated with undertaking or not undertaking a business activity. This material is becoming more and more beneficial as companies strive to address the many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in regulation standards. This material is taught using ideas set forth by authoritative bodies as well as with case examples to help participants conceptualize the content. Those that work with internal controls and regularly consider risk management, should strongly consider this session.

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Phoenix
Accounting & Auditing
8
August 6, 2019 8:00am – 3:30pm

Webcast: Internal Control Development That Balances Risk with Strategy

This session uses the updated The COSO Enterprise Risk Management Framework as well as other authoritative sources to explore how organizations of all size and type can drive the entity in a desired direction while keeping an eye on the risks associated with undertaking or not undertaking a business activity. This material is becoming more and more beneficial as companies strive to address the many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in regulation standards. This material is taught using ideas set forth by authoritative bodies as well as with case examples to help participants conceptualize the content. Those that work with internal controls and regularly consider risk management, should strongly consider this session.

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Webcast
Accounting & Auditing
8
August 6, 2019 8:30am – 4:00pm

Webcast: Deception, Embezzlement and Fraud

As corporations and individuals are vulnerable to scams and swindles, learn how to break down the deception into the psychology of the con.

Review best practices to avoid embezzlement and fraud as well as case studies of embezzlement, including payroll scams, fraudulent payees, skimming and new technology scams. Fraud can also be found when companies downsize and technology goes missing because there aren't enough gatekeepers on watch.

Learn about opportunistic vulnerabilities that stem from having few employees/contractors and using free software.

Materials are provided as an ebook.

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Webinar
Accounting & Auditing
8
August 6, 2019 8:30am – 4:00pm

Webcast: Social Security Basics and Strategies For Maximizing Benefits

Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits.

Though many clients look at Social Security as a government benefit, it is actually a covered worker's investment asset to be managed like any other investment asset.  Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement.  Learn how Social Security works and explore common planning situations, including workers with and without spouses; sandwich generation families with dependent parents and minor children; and surviving and/or divorced spouses.

Materials are provided as an ebook.

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Webinar
Specialized Knowledge
8
August 7, 2019 8:00am – 3:30pm

Webcast: Tax Cuts & Jobs Act - QBI Deduction & TCJA Update

The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that has lowered the income tax rates for individual and corporate taxpayers and introduce a new 20% deduction for qualified business income (QBI) for sole proprietors and pass-through entities (starting in 2018). The cornerstone of this course is the comprehensive discussion of the newly enacted 20% QBI deduction regulations under IRC 199A and other TCJA income tax provisions affecting individuals and businesses.

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Webcast
Taxation
8
August 7, 2019 8:00am – 3:30pm

Tax Cuts & Jobs Act - QBI Deduction & TCJA Update

The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that has lowered the income tax rates for individual and corporate taxpayers and introduce a new 20% deduction for qualified business income (QBI) for sole proprietors and pass-through entities (starting in 2018). The cornerstone of this course is the comprehensive discussion of the newly enacted 20% QBI deduction regulations under IRC 199A and other TCJA income tax provisions affecting individuals and businesses.

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Phoenix
Taxation
8
August 7, 2019 8:30am – 4:00pm

Webcast: Practical Tips for Controllers & CFOs

This full day course provides over two hundred useful and unusual tips for accountants in financial leadership. These non-technical tips are illustrated through concrete examples derived from practical experience. You won’t find these tips in courses or text books, but you’ll be able to use many of them. Value will also be derived from the sharing of experiences and practices by the participants. This seminar “grows” continuously as new tips are added from participants. It provides specific opportunities for bench-marking your practices with those of your peers. Over 6,500 accountants have attended this seminar which was created and is presented by an experienced current CFO, with extensive real-life insight.

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Webinar
Management
8

Need assistance to find the right mix of CPE to meet your CPE requirements and to fit your professional development needs? Contact the ASCPA to assist you in planning your CPE schedule at (602) 324-6042 or by email.