Tax Updates

Up-to-Date Tax CPE for the 2016-2017 Tax Season

Let our industry-leading tax accounting experts guide you through the myriad of tax rulings and procedural changes with straightforward information and real-world application. Attend a Seminar held in a convenient location, or enjoy the flexibility of a Self-Study, Live Webcast, or OnDemand Webcast to earn your CPE credits. We’ve got the detailed insights you need to be successful this tax season.

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What will you do if your client...

  • Is taking a refundable tax credit?
  • Doesn't want to take a salary from her S corp?
  • Is renting property through an online service?
  • Hires their kids to work in their business?
  • Doesn't have enough money to pay tax?
  • Wants to claim that "new stuff on the R and D credit?

Get the RIGHT ANSWERS to these questions and many more in the 2016-2017 Tax Update!

BEST TAX MANUAL AVAILABLE, Key Tax Legislation, and Latest ACA Requirements Coverage
“Great content that was well presented. Excellent take-home materials. Very worth the money and time.” – T. Whipple, CFP, EA

Topics Included in Our 2016-2017 Tax Update:

  • New Law Includes Dozens of 2016 Changes
  • 2016 FBAR Filing Date Moved Up to Apr. 15
  • 2016 Form 1098 - Mortgage Interest Reporting Will Cause Problems for Many
  • Education Credit Rules Change for 2016
  • Earned Income Credit Fraud Results in Changes for 2016
  • Self-Directed IRAs Get More Attention from IRS
  • Prohibited Transactions Make Rollover Taxable
  • Prohibited Transactions Lose Taxpayer IRA Bankruptcy Protection
  • Letter Ruling Fee Skyrockets
  • IRS Releases New Self-Certification for Missed 60-Day Rollovers
  • IRS Keeps Intense Audit Pressure on Passive Activities, Especially on Real Estate Professionals
  • IRS Clarifies Who Is, and Isn’t, a Real Estate Professional
  • New §2704 Regulations Greatly Restrict Valuation of FLPs and Closely-Held Entities
  • New Law Adds Reporting Requirement for Estates
  • ACA and Medical Expense Reimbursement Plans (HRAs) Collide- Are HRAs Gone?
  • $100 per Day per Employee Penalty for Reimbursing Health Insurance Premiums
  • Penalty Relief for Some Late Filed Forms 5500 Made Permanent
  • Loans to Plan Participants are Trouble
  • DOL Increases Its Scrutiny of Independent Contractors
  • Wages Paid to Minor Children Need Supporting Documents
  • Trust Fund Recovery Penalty Hard to Escape
  • Built-In gains Tax Changes Again
  • C Corporation Due Date Changes for 2016 Returns
  • Court Proves Dividend Necessary for Lawyers’ C Corporation
  • IRS Targets S Corporation Shareholder Basis and Reasonable Compensation
  • Small Business Exclusion on Stock Sales Reverts to Old Rules
  • IRS and Court Get Tough on Deduction of Partner/Member Expenses
  • Disguised Sales Rule Catches LLC Members with Big Tax Bill
  • Most Appeals Will be Conducted by Phone, Not In-Person
  • Offer-in-Compromise Program and Options Much More Flexible

Choose Your Tax Update