IRS Appeals is often the best place to resolve a tax dispute. Appeals can review almost all examination and collection determinations and is often the best place to resolve any disputes. A practitioner should not handle a complicated examination or collection matter without a thorough understanding of how Appeals operates.
This is especially true with the recent changes in the way Appeals handles cases. This course will review the Appeals process and strategies that will allow practitioners to competently represent a client before the IRS. State tax appeals will also be discussed and compared.
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.
Successful CFOs and business unit financial chiefs are focused on growing the business—not just tracking outcomes. Learn how to build credibility and be a true business partner in growing the organization.
Attendees will dig into best practices for financial management and discuss how to turn data into action. Plus, learn proactive reporting techniques that can help the bottom line.
Learn the intricacies of the generation-skipping transfer tax, a complex and often counterintuitive law, and review how to recognize your clients' GST planning opportunities.
Gain practical, in-depth knowledge of GST tax compliance and trust administration issues; understand how to complete tax forms related to the GST tax; and explore advanced planning and compliance techniques with life insurance trusts. This course will also discuss how to integrate the exemption allowance with estate planning and return preparation, and learn other GST planning opportunities.
An expanded illustrated Form 709 with GST exemption allocations is included in the materials. Although the anticipated major over-hall of the Internal Revenue Code had not been enacted at the time this summary was prepared, special materials will be included to address the impact of legislative changes on GST taxation and planning.
Sponsored by Enterprise Bank & Trust
CPEvening is a new program combining 1 hour of CPE and fun in a relaxed atmosphere. Our third night takes us to Galvanize in the Warehouse District. What is Galvanize? Modern, urban campuses where culture is shaped by first-time entrepreneurs and growing startups. Join us as we learn about this learning community and the technology making it possible for anyone with fortitude and resourcefulness to change the world for the better.
Meet some of your colleagues from firms and businesses in the Phoenix area and engage in great conversation. Appetizers and one drink ticket are included with your registration of $25.
5:30 p.m. Registration and Networking
6 - 7 p.m. Presentation
7 - 8 p.m. Networking
Leasing is a popular form of capital investment for corporations, including everything from office space to equipment. This course concentrates on the newly released FASB Topic 842, Leases.
The effective date for nonpublic entities is annual reporting periods beginning after December 15, 2019; however, early application is permitted. Help your clients and companies be prepared for adoption before it becomes a last-minute effort.
Formerly titled: Leases: Past, Present and Future
For many clients, tax simplification is only an empty promise from politicians. Be prepared to handle the most complex individual income tax preparations. This course is updated to include changes made by the Tax Cuts and Jobs Act, with a full section on the complexities of the qualified business income deduction.