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An overview of trust laws and review of general concepts. Common structures and progresses for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors. Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection uses of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.

Recognize the impact of AICPA's Clarity Project for audits. Determine the impact on your practice. Identify additional procedural changes requiring firm implementation. With peer review results in and more than a few years' worth of experience under the profession's collective belt, it's time to fine-tune implementation of the risk assessment standards; designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. Updated for the AICPA Clarity Standards that expanded the risk assessment methodology to new additional audit areas. Break down this complex and misunderstood subject with an easy-to-understand approach.

Get a comprehensive review of the laws and regulations impacting S corporations. Be prepared to handle the IRS' 2017 announcement that targets the improper reporting and calculations of stock basis. Course topics cover issues surrounding reasonable compensation, distribution taxation, the use of Qualified Subchapter S Subsidiaries, allocation of annual operational income and loss and proper methods for calculating basis of stock and debt calculations. Learn how to properly prepare a Form 1120S by addressing difficult compliance issues and common errors.

Tax research skills are a critical component of a tax practitioner's professional arsenal. Enhance your ability to identify tax issues; locate and evaluate primary source authority; and communicate research results in writing. Electronic tax research services and Internet resources will be demonstrated to help you effectively perform your tax research.

Proper workflow optimizes a business for profitability. Once optimized, you can automate workflow with a variety of software tools. Learn to setup automated workflow processes using a variety of tools including Zoho Flow, Power Automate, XCM, Automation Anywhere, and other robotic process automation (RPA) tools. We'll provide a road map and choices you can implement now.

You've used Power BI to create fundamental reports and dashboards. Now you're ready for even more advanced reporting. Extend your Power BI environment with tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies and Apps and Content Packs, among others. Take advantage of these tools and techniques to move beyond simple reports and dashboards in Power BI. Leverage the power of this awesome reporting tool.

An overview of trust laws and review of general concepts. Common structures and progresses for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors. Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection uses of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.

Get a comprehensive review of the laws and regulations impacting S corporations. Be prepared to handle the IRS' 2017 announcement that targets the improper reporting and calculations of stock basis. Course topics cover issues surrounding reasonable compensation, distribution taxation, the use of Qualified Subchapter S Subsidiaries, allocation of annual operational income and loss and proper methods for calculating basis of stock and debt calculations. Learn how to properly prepare a Form 1120S by addressing difficult compliance issues and common errors.

Recognize the impact of AICPA's Clarity Project for audits. Determine the impact on your practice. Identify additional procedural changes requiring firm implementation. With peer review results in and more than a few years' worth of experience under the profession's collective belt, it's time to fine-tune implementation of the risk assessment standards; designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. Updated for the AICPA Clarity Standards that expanded the risk assessment methodology to new additional audit areas. Break down this complex and misunderstood subject with an easy-to-understand approach.

Tax research skills are a critical component of a tax practitioner's professional arsenal. Enhance your ability to identify tax issues; locate and evaluate primary source authority; and communicate research results in writing. Electronic tax research services and Internet resources will be demonstrated to help you effectively perform your tax research.