- 800.460.4110
- Mon.-Sun. 24/7
Scheduled Times are Eastern Time Zone
Managing Risk – Crucial Elements
04-06-2020 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 |
| Basic | WR-128.LW/ EWTFM-U-01065-18-O | 2 | Arthur Werner |
Preparing Form 709 - Line by Line
04-06-2020 12:00 pm
-2:00 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: The Affordable Care Act - 2018 and Beyond
04-06-2020 1:00 pm
-5:00 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 Tax Cuts and Jobs Act Series: How State Lines Impact Estate, Tax, and Financial Planning
04-06-2020 8:00 pm
-9:00 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: Understanding the New Pass-Through Entity Rules
04-06-2020 9:00 pm
-10:00 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 |
Preparation of Form 1041: Part 1 Understanding the Issues
04-07-2020 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-114.LW/ EWTFM-U-01384-19-O | 2 | Arthur Werner |
The Tax Cuts and Jobs Act Series: Creative Strategies for Buying, Selling, or Gifting a Business
04-07-2020 12:00 pm
-1:00 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
Preparation of Form 1041: Part 3 Line by Line
04-07-2020 2:00 pm
-5:00 pm
49.00
| Course ID: | CPE Credits | Field Of Study | Author or Speaker: |
| EWTFM-U-01386-19-O | 03 Credits | Taxes | Art Werner |
| Instructional Method: | Advanced Preparation: | Program Prerequisites: | Experience Level: |
| Group Internet Based | None | None | Basic |
Preparing Form 706: Line by Line
04-08-2020 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-123.LW | 2 | Art Werner |
The Federal Tax Update Series: IRAs and Qualified plans
04-08-2020 6:00 pm
-8:00 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 |
How Tax Professionals Interpret and Apply Business
04-08-2020 8:00 pm
-10:00 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 |
Federal Tax Update: Centralized Partnership Audit Rules
04-09-2020 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-01382-19-O
|
Taxes |
Shelli Huston |
The Federal Tax Update Series: The Nuts and Bolts of IRC Section 1031 Exchanges
04-09-2020 8:00 pm
-9:00 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 |
The Tax Cuts and Jobs Act Series: Fringe Benefit Planning Under the Tax Reform
04-09-2020 8:00 pm
-10:00 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 |
CPE for Today's CPA-Client Interview
04-10-2020 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 |
CPE for CPA Today – Understanding the Methodologies of Transfer
04-10-2020 11:00 am
-12:00 pm
25.00
| Course ID: | CPE Credits | Field Of Study | Author or Speaker: |
| EWTFM-U-01408-19-O | 01 Credits | Taxes | Art Werner, Anthony Rocca |
| Instructional Method: | Advanced Preparation: | Program Prerequisites: | Experience Level: |
| Group Internet Based | None | None | Basic |
CPE for CPA Today – (Traps & Pitfalls in the Estate)
04-10-2020 12:00 pm
-1:00 pm
25.00
| Course ID: | CPE Credits | Field Of Study | Author or Speaker: |
| EWTFM-U-01407-19-O | 01 Credits | Taxes | Art Werner, Anthony Rocca |
| Instructional Method: | Advanced Preparation: | Program Prerequisites: | Experience Level: |
| Group Internet Based | None | None | Basic |
CPE for CPA Today- How to Select a Fiduciary
04-10-2020 1:00 pm
-2:00 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 |
CPE for CPA Today Planning for Disability
04-10-2020 2:00 pm
-3:00 pm
25.00
| Course ID: | CPE Credits | Field Of Study | Author or Speaker: |
| EWTFM-U-01406-19-O | 01 Credits | Taxes | Art Werner, Anthony Rocca |
| Instructional Method: | Advanced Preparation: | Program Prerequisites: | Experience Level: |
| Group Internet Based | None | None | Basic |
CPE for CPA Today – Trusts, Living Wills, POA's,, and Tax Considerations
04-10-2020 3:00 pm
-4:00 pm
25.00
| Course ID: | CPE Credits | Field Of Study | Author or Speaker: |
| EWTFM-U-01403-19-O | 01 Credits | Taxes | Art Werner, Anthony Rocca |
| Instructional Method: | Advanced Preparation: | Program Prerequisites: | Experience Level: |
| Group Internet Based | None | None | Basic |
CPE for CPA Today – Estate Planning
04-10-2020 4:00 pm
-5:00 pm
25.00
| Course ID: | CPE Credits | Field Of Study | Author or Speaker: |
| EWTFM-U-01405-19-O | 01 Credits | Taxes | Art Werner, Anthony Rocca |
| Instructional Method: | Advanced Preparation: | Program Prerequisites: | Experience Level: |
| Group Internet Based | None | None | Basic |
The Federal Tax Update Series: Understanding IRC Section 199A
04-10-2020 5:00 pm
-9:00 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 |
Managing Risk – Crucial Elements
04-13-2020 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 |
| Basic | WR-128.LW/ EWTFM-U-01065-18-O | 2 | Arthur Werner |
Preparing Form 709 - Line by Line
04-13-2020 12:00 pm
-2:00 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: How State Lines Impact Estate, Tax, and Financial Planning
04-13-2020 8:00 pm
-9:00 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 |
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