Scheduled Times are Eastern Time Zone

CPE for CPA Today- How to Select a Fiduciary

01-23-2020 11:00 am -1:00 pm
25.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
 Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-136.LW 1 Arthur Werner, Anthony Rocca, Jeremy Rigsbey

We are no longer accepting registration for this event

The Federal Tax Update Series: IRAs and Qualified plans

01-23-2020 4:00 pm -6:00 pm
49.00

Instructional Method

CPE Credits

Experience Level

Group Internet Based

02

Basic

Course ID

Field of Study

Author or Speaker

EWTFM-U-01400-19-O

Taxes

Art Werner

We are no longer accepting registration for this event

The Federal Tax Update Series: Understanding IRC Section 199A

01-23-2020 6:00 pm -10:00 pm
99.00

Instructional Method

CPE Credits

Experience Level

Group Internet Based

04

Basic

Course ID

Field of Study

Author or Speaker

EWTFM-U-01399-19-O

Taxes

Art Werner

We are no longer accepting registration for this event

Preparing Form 709 - Line by Line

01-24-2020 11:00 am -1:00 pm
49.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01419-19-O  02 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

The Tax Cuts and Jobs Act Series: Creative Strategies for Buying, Selling, or Gifting a Business

01-24-2020 3:00 pm -4:00 pm
25.00
Course ID: CPE Credits Field Of Study Author or Speaker:
   01 Credits   Taxes   Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

 

Course Description:

In addition to traditional issues faced by a business owner regarding the operation of his or her business, business

ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of

many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

 

OBJECTIVE:

At the end of this course you will be able to: 

  • Compare several options in the strategic area of buying, selling, and gifting business interests.


HIGHLIGHTS:

  • Valuation methods
  • Stock purchase versus asset purchase issues
  • Estate transfer and tax issues
  • Gifting of business interests
  • Transfer of business interests to split-interest trusts and grantor retained trusts
  • S corporation stock transfer to trusts
  • Family limited partnerships
  • Self-canceling installment notes
  • Transferring a business interest with an ESOP

Future Financial Issues: Medical Care & Social Security

01-24-2020 8:00 pm -10:00 pm
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Economics/Finance
Experience Level Course ID CPE Credits Author
Overview  FR-411.LW 2 Frank Ryan

The Tax Cuts and Jobs Act Series: How State Lines Impact Estate, Tax, and Financial Planning

01-27-2020 11:00 am -3:00 pm
25.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01203-18-O  01 Credits   Taxes Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview 

 

The Tax Cuts and Jobs Act Series: Fringe Benefit Planning Under the Tax Reform

01-27-2020 3:00 pm -5:00 pm
49.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01401-19-O  02 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview

The Tax Cuts and Jobs Act Series: The Affordable Care Act - 2018 and Beyond

01-28-2020 9:00 am -1:00 pm
99.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01200-18-O  04 Credits   Taxes   Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview 

 

The Federal Tax Update Series: Understanding IRC Section 199A

01-28-2020 1:00 pm -5:00 pm
99.00

Instructional Method

CPE Credits

Experience Level

Group Internet Based

04

Basic

Course ID

Field of Study

Author or Speaker

EWTFM-U-01399-19-O

Taxes

Art Werner

The Tax Cuts and Jobs Act Series: Understanding the New Pass-Through Entity Rules

01-29-2020 1:00 pm -2:00 pm
25.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01204-18-O  01 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview

The Federal Tax Update Series: IRAs and Qualified plans

01-29-2020 2:00 pm -4:00 pm
49.00

Instructional Method

CPE Credits

Experience Level

Group Internet Based

02

Basic

Course ID

Field of Study

Author or Speaker

EWTFM-U-01400-19-O

Taxes

Art Werner

Tax Cuts and Jobs Act of 2017

01-30-2020 9:00 am -1:00 pm
99.00
Course ID: CPE Credits Field Of Study Author or Speaker:
WR-229.18/ EWTFM-U-01092-18-O  4 Credits  Taxes  Art Werner /
Anthony Rocca
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None  Update

 

Managing Risk – Crucial Elements

01-30-2020 2:00 pm -4:00 pm
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study

Group Internet Based

NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-128.LW/ EWTFM-U-01065-18-O 2 Arthur Werner

 

Pennsylvania Inheritance and Estate Tax Part 1

01-31-2020 10:00 am -12:00 pm
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-138.LW 2 Arthur Werner

Pennsylvania Inheritance and Estate Tax Part 2

01-31-2020 1:00 pm -3:00 pm
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-139.LW 2 Arthur Werner

New Jersey Inheritance and Estate Tax Part 1 The Law

02-03-2020 9:00 am -11:00 am
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Intermediate   WR-140.LW 2 Art Werner

New Jersey Inheritance and Estate Tax Part 2 Line by Line

02-04-2020 9:00 am -11:00 am
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Intermediate   WR-141.LW 2 Art Werner

How Tax Professionals Interpret and Apply Business

02-06-2020 11:00 am -1:00 pm
49.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01415-19-O  02 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

 

Financial Learning Skills for Younger Clients

02-06-2020 1:00 pm -2:00 pm
25.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01413-19-O  01 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

Preparation of Form 1041: Part 1 Understanding the Issues

02-07-2020 1:00 pm -3:00 pm
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-114.LW/ EWTFM-U-01384-19-O 2 Arthur Werner

 

The Federal Tax Update Series: The Nuts and Bolts of IRC Section 1031 Exchanges

02-07-2020 3:00 pm -4:00 pm
25.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01265-18-O  01 Credits   Taxes  Shelli Huston
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

All New Basis Consistency Regulations & IRS Form 8971

02-10-2020 9:00 am -10:00 am
49.00
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-T-01379-19-O  01 Credit  Taxes  Bradley Burnett
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

CPE for Today's CPA-Client Interview

02-10-2020 10:00 am -11:00 am
25.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-130.LW/ EWTFM-T-01053-18-O 1 Arthur Werner

Preparation of Form 1041: Part 2 Primer on Subchapter J

02-10-2020 1:00 pm -3:00 pm
49.00
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-115.LW/ EEWTFM-U-01385-19-O 2 Arthur Werner

 

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