Taxation and Personal Financial Planning (PFP)
On-Site Course Listing
Form 990: Mastering Its Unique Characteristics
EO-F990
Explore the tax information and inherent not-for-profit organization issues to be mastered in properly preparing the current Form 990. This course covers the numerous reporting demands the 990 imposes, including how to respond to the Form’s demands for narrative answers. Participants will...
Hottest Tax Planning Developments Under the Current Tax Law
CL4HOT
Are you up-to-date on the latest tax planning developments for 2020? This course, authored by Margaret F. Suralik, CPA/ABV, ASA, explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position...
Hottest Tax Topics for 2020
HOT
In the wake of the biggest Internal Revenue Code overhaul since 1986, business and individual clients are asking "how does this affect me?". They want to know if they're at risk, will they pay higher taxes, and what strategies to employ under the new taxing regime. This course arms you...
Income Tax Accounting
TSE.ITA
This course contains the framework of the rules of ASC 740 and how these are manifested in accounting for income taxes, including the statement of financial position classification of deferred tax accounts and disclosures. The course includes case studies of actual scenarios.
Income Tax Planning
TSE.ITP
Since Congress's passage of the Tax Cuts and Jobs Act, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Make sure your clients are protecting themselves from higher taxes. Completely updated for tax law changes and Tax Court...
