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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 |
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 |
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 |
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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