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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:
NASBA
IRS
CTEC
$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:
NASBA
IRS
CTEC

$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:
NASBA



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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.

About Us

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.

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