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CPE For CPA's
CE For EA's

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Most Up To Date Courses! ... Ever-changing tax laws

Art Werner

Join us for another edition of CPE for CPA's and EA's presented by Arthur Werner.

Each month this year Art will be breaking down HOT TAX TOPICS that are taking place. We realize this is "tax season" which is why we need you to attend. As you sit down with your clients this year to settle last year's tax matters you will have the opportunity to discuss tax planning for next year and advising them of planned tax changes that could have a significant impact on some.

$19.00 each Add to cart

Inflation Reduction Act - How the Bill Impacts You

Credits: 1

Format: OnDemand® Webinar
Field of Study: Federal Tax Law
Author/Speaker: Art Werner

*Content Preview

Available Formats:
Advanced Preparation:	None
Experience Level:	Basic
Program Prerequisites:	None
Course ID:	EWTFM-T-02018-22-O \| 6233-CE-0750 \| WR-378.22-OD
Published Date:	September 2022

COURSE DESCRIPTION

The Inflation Reduction Act of 2022 (IRA) is a bill passed by the 117th United States Congress in August 2022 that aims to curb inflation by reducing the deficit, lowering prescription drug prices, and investing in domestic energy
production while promoting clean energy solutions. President Biden finally signed the Act into law on 16th August 2022.

This reconciliation bill has gone through two names and some significant Tax provisions will impact the upcoming planting season. This program will cover the new tax legislation embodied in the act in detail so that
those attending can adequately advise their clients if and how these various tax changes impact their individual and business planning.

Highlights:

15% Corporate Tax Rate
1% Tax on Stock Repurchase
Impact of Research Credit against Payroll Tax for small businesses
Qualified Commercial Clean Vehicles
Modifications of the New Energy Efficient Home Credit
Extension of the ACA subsidies for household income above 400% of the poverty line
Out-of-pocket gap for Medicare Beneficiaries
Enhancement of IRS Enforcement…or not

Learning Objectives:

After reading the course material, you will be able to:

Discuss how the Inflation Reduction Act of 2022 will impact clients
Discuss the new tax legislation and how it will affect business planning

Who Should Attend:

All Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

$39.00 each Add to cart

Estate, Gift, and Income Tax Planning for Real Estate

Credits: 2
Format: OnDemand Webinar
Field of Study:Specialized knowledge
Author/Speaker: Art Werner

*Content Preview

Available Formats:
Advanced Preparation:	None
Experience Level:	Basic
Program Prerequisites:	General Understanding of Estate Taxes
Course ID:	EWTFM-U-02014-22-O \| 6233-CE-0745 \| WR-377.22-OD
Published Date:	© June 2022

COURSE DESCRIPTION

In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces
with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.

Topics include:

Real estate as a part of a client's divinified portfolio of investments
Understanding the differences revolving around personal real estate vs. investment real estate
Understanding valuation issues
Understanding titling issues
Individual deduction issues, including the interest limitation
Business deduction issues
At-risk limitations
Passive activity rules update
How the IRC Section 199A deduction applies to real estate investments
Depreciation issues
Estate and Gift planning techniques for real estate
Proper use of trusts in real estate holdings

Learning Objectives:

After reading the course material, you will be able to:

To discuss with the practitioner an understanding of the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client's real
estate (and prospective real estate) holding.

Who Should Attend:

All Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

$39.00 each Add to cart

Everything that you Need to Know About Portability

Credits: 2
Format: OnDemand Webinar
Field of Study: Specialized knowledge
Author/Speaker: Art Werner

*Content Preview

Available Formats:
Advanced Preparation:	None
Experience Level:	Basic
Program Prerequisites:	General Understanding of Estate Taxes
Course ID:	WR-376.22-OD
Published Date:	© June 2022

COURSE DESCRIPTION

This course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount.
We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust
planning.

Topics include:

Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election
How to calculate the DSUE amount
Making the portability election
Who can and cannot elect portability
Review the requirements for completing form 706 when electing portability
Making a late election and IRS Section 9100 relief
How to opt-out of the election and hazards of not making the election for the client and practitioner
Determining the “last deceased spouse” for making the election
IRS examination issues when making the election
Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes
Use of QTIPs and QDOTs
A look at state death tax issues

Learning Objectives:

After reading the course material, you will be able to:

Discuss options that can be presented to a client so they can decide whether to make the portability election and the mechanics and process of filing form 706 to elect or out-out of electing portability.

Who Should Attend:

All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

Global Online CPA CPE Programs

Providing Thousands of Professionals High-Quality Continuing Education!

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Over 50 Seminars per year

A & A | Federal Tax Updates

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Accepted in ALL States

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Our Mission

Our Mission

To Continue Educating CPA’s, EA’s, Tax Professionals, and Financial Planners through our Cutting Edge Technology as a Leading Provider in the Industry.

Global CPE has been providing convenient, cost-effective Online CPE/CE for CPAs, EA’s, Financial Planners, and other Tax Professionals for over 15 years. We are proud to have some of the highest-rated speakers and authors in the industry. Our CPA for CPE Courses are always Up-to-Date with all the latest developments in the tax and accounting industry.

Our Online CPE Courses are produced to provide both the public and private industry CPA, EA, Financial Planners, and other Tax Professionals a complete CPE/CE curriculum. All of our CPE/CE Courses are NASBA approved, written and produced in accordance with the AICPA, offered in multiple formats including live seminars, live and on-demand webinars, printed self-study books, online self-study eBooks, downloadable Mp3 audiobooks, and online video Courses. Global CPE is sponsored by NASBA, IRS, CTEC, CFP, Illinois, New York, and Texas, so you can be reassured in knowing your courses will be accepted.

Our Mission

To Continue Educating CPA’s, EA’s, Tax Professionals, and Financial Planners through our Cutting Edge Technology as a Leading Provider in the Industry.

Global CPE has been providing convenient, cost-effective Online CPE/CE for CPAs, EA’s, Financial Planners, and other Tax Professionals for over 15 years. We are proud to have some of the highest-rated speakers and authors in the industry. Our CPA for CPE Courses are always Up-to-Date with all the latest developments in the tax and accounting industry.

Our Online CPE Courses are produced to provide both the public and private industry CPA, EA, Financial Planners, and other Tax Professionals a complete CPE/CE curriculum. All of our CPE/CE Courses are NASBA approved, written and produced in accordance with the AICPA, offered in multiple formats including live seminars, live and on-demand webinars, printed self-study books, online self-study eBooks, downloadable Mp3 audiobooks, and online video Courses. Global CPE is sponsored by NASBA, IRS, CTEC, CFP, Illinois, New York, and Texas, so you can be reassured in knowing your courses will be accepted.

I have attended seminars for over 30 years. I have never enjoyed learning as much as I did today. I will definitely look for more seminars with Anthony instructing!!! First seminar ever that I wasn't counting down minutes for it to be over!!

I was in a crunch to get my CE done (December 30th) and was having an issue with my username and password. I called Global CPE's 24/7 support line (expecting no one to answer) and Chad got me going again at 1:36 am. Global CPE definately puts their customers first.

Great Seminar, Shelli Huston is a fantastic presenter. I was a little worried about Global CPE (Never heard prior) but you guys are Great. Will use again!

Always knowledgeable, presents in a no-Nonsense sometimes comical way. I've been attending Art and Anthony's Seminars for years and like the partnership you all have created. Thank you!

Shelli Huston is an amazing presenter, I enjoyed this Seminar very much. As mentioned last time. I appreciate this Seminar and Instructor who has a working knowledge. State Society has someone reading Surgent Materials to us.

Great class. Estate update was very informative. Awesome instructor. Made simple information palatable and even answered dumb questions all day. First time Global participant. I will take classes from Global again.

This is my first live Global CPE program, but will not be my last. Shelli Huston is a great lecturer. Planning comments gave teeth to the program.

Excellent lecture. Stories shared were relevant & engaging. Nothing to change. Great job!

Anthony is good, but Art is the best speaker I have ever heard. I have been to his seminars for at least five years.

Loved the interaction and Q&A throughout the presentation

Shelli's presentation was comprehensive and very relevant. Her style helped to keep attendees engaged.

I have purchased a full CPE package and every interaction with your Staff was a good and great experience.

Greatly appreciated Art's "Planning Tips". I have never participated in Webinars, but I am thrilled I learned about Global CPE because my annual membership subscription will greatly be invaluable to my career! Thank You!!!

This year I bought it for 2 New Staff members and feel it is a great tool for their prep for Tax Season.

First-time attendee. Normally attend NCPE updates but felt this was way better and plan to attend again next year.

Jeremy, After having viewed Global CPE course on Children of all Ages by author Shelli Huston - this course was wonderful, well put together and presented. This was the best course presentation I've ever seen. The format in which you present is first class, you have set the bar extremely high for your competitors, please pass on to Shelli Huston my sincerest appreciation in what she has presented.

Thank you so much! The format is so easy to follow. Keep doing what you are doing. You are making a huge difference!

First time Global CPE Federal Tax Update Attendee. Normally attend NCPE Updates but felt this was WAY better and plan to attend again next season.

Global CPE is doing a terrific job hosting Federal Tax Updates, Art Werner and Anthony Rocca are great speakers. I really enjoy their On-Demand Webinar platform. Keep it up!

Great Federal Tax Update and Instructors!! Art Werner keeps it moving, I will come back again.

First time attending Global CPE Federal Tax Update Seminar. Art Werner was great, great examples to tie in course objectives. I am glad I came, though I'm not a fan of driving this far to come to a seminar, it was worth it. Everyone I talked to at Global CPE has been very nice and helpful to me.

Having attended Global CPE FTU Seminar, Jeremy (COO) is very organized and sincere. Art Werner was very knowledgeable in the subject matter and has a great sense of humor. Overall, wonderful event.

Anthony's lecture was great, Art is always exceptional. Jeremy - Global CPE - TRULY IMPRESSIVE. Loved the USB drive for the manual. Truly exceptional Federal Tax Update Seminar.

This was my first time attending a Federal Tax Update with Global CPE. I was very happy with the material covered and enjoyed the seminar. The speakers were amazing!

Sign me up for next year! Art is great, informative, and entertaining

Art and Anthony are terrific instructors for covering the Federal Tax Update!!

Art Werner is one of the best lecturers I have encountered in 30 years of CPE. He is knowledgeable, professional, and mixes humor in his presentation.

Anthony is terrific - well spoken, knowledgeable and professional. First-class all the way. See you next year!

Art is one of the Best Instructors I have encountered in 30+ years of CPE. He is knowledgeable, professional, and mixes in humor in his presentations. See you next year!

Thank you so much for everything that you & Global CPE did so that we were able to have the webinar: Section 199A at our meeting with your program I think we are in good shape on this topic for tax season.

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