Taxation and Personal Financial Planning (PFP)

On-Site Course Listing

Real Estate Taxation

TSE.TRE

Do you find real estate-related topics such as passive activity limitations, like kind exchanges, involuntary conversions, and Section 1237 complicated? Learn about these common problem areas in this CPE course so you can avoid mistakes related to these provisions and ensure that your...


Retirement Planning Certificate Program

PFP-RETC

The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this program includes six dynamic courses covering critical steps in the...


Reviewing Individual Tax Returns: What Are You Missing?

CL4ITRM

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPA's and tax professionals. Combine that with the potential for input error when utilizing the array of income tax software available creates the potential for a...


Reviewing Partnership Tax Returns: What Are You Missing?

CL4PTRM

The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax...


Reviewing Pass-Through Tax Returns: What Are You Missing?

RPTR

Join us as we discuss the common errors practitioners make on pass through tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and...


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