CPE Solutions

 "Live as if you were to die tomorrow; Learn as if you were to live forever." - Ghandi

Contact us for our speaking availability. 

Speaking Topics:

S-Corporations: What You Really Need to Know! A Seminar and discussion about in-depth issues of an S-Corporation. In this course, we will review the advantages and disadvantages of taxation as an S-Corp, shareholder compensation, shareholder loans and distributions, as well as basis issues. With this increasingly popular entity, we need to be well versed in the tax implications of an S-Corp. We will also cover how to make the election on Form 2553, as well as common issues on K-1 reporting to the shareholder 1040. Don’t miss this opportunity to sharpen your skills in S-Corporation tax preparation!  
Understanding Schedule E on the 1040. The Form 1040 Schedule E has had many changes over the years and most recently requires much more detailed reporting. We will cover the Schedule E top to bottom, emphasizing the hot areas: passive activities and loss rules, self-rentals, vacation and short term rentals, as well as reporting issues from pass through entities. It is easy to let the software do all the work, but understanding the end result on the Form 1040 is essential. This is a great opportunity to gain additional confidence when preparing Schedule E in your practice.

Partnerships: What you really need to know! A tax seminar and discussion about in-depth issues of partnerships. In this course, we will review the advantages and disadvantages of taxation as a partnership, partner contributions and distributions, guaranteed payments, basis issues, and more! We will also cover passive activity and at-risk limitations for partners, among other items relevant to partnership taxation. With LLCs on the rise, more and more of our clients are being taxed as partnerships, and this continues to be the most complicated entity! This course will help you understand what you need to know to assist your clients in making good tax decisions, and the filing requirements that go along with that. Don’t miss this opportunity to sharpen your skills in partnership tax preparation!

Preparer Penalties - A Review. Who do preparer penalties apply to? EVERY paid tax preparer! In this course review preparer penalties under US Code Title 26, the PATH Act of 2015, Failure to File, Failure to Pay, Accuracy, and disclosure. We will reveiw Due Dilligence for tax preparers - how to stay organized and make sure you are getting all the information you need to file an accurate return. There are many office considerations and practices to take into consideration, we will go over Conflict of Interest, Consent to Use/Consent to Disclose, and Circular 230.  

Ethics: Understanding Due Diligence! A two hour seminar that can be attached to any of our other offerings that examines the standards to meet the due diligence requirement of Circular 230.

Client Consents and Disclosures: A "How To" for the Practitioner!  More and more changes happen every year and, as tax practitioners, you need to know the rules of 7216: when and how you can disclose or use taxpayer information. We give you the overview of the rules and related compliance penalties along with suggested "How To" for implementation while still maintaining a trusted relationship with your client.