EA Credit

In this session, we'll overview several key tax issues impacting the dealer industry for upcoming tax filings, changes to Sec. 163(j) interest limitation calculations, business meals, and bonus depreciation…

The aftereffects of the Covid pandemic are still being felt by auto dealerships, and everyone is looking to improve cash flow. Many dealers are propping up the bottom line by decreasing their real estate tax burden…

Usage of ChatGPT and other generative AI platforms has surged in 2023. Join our expert panel led, by Erik Asgeirsson, CEO and President at CPA.com, for a lively discussion as we delve into the world of artificial intelligence and explore its impact on the tax and accounting profession…

_SUPPORTING AICPA MEMBERS THROUGH TAX ADVOCACY AND IN THEIR TAX PRACTICES_ Blake Vickers, Chair of the AICPA's Tax Executive Committee, and the AICPA Tax Policy & Advocacy and the Tax Practice & Ethics Teams will discuss the AICPA's advocacy efforts regarding implementation of the Inflation Reducti…

This session explores the impact of Generative AI on tax research, focusing on the capabilities of Ask Blue J, the market leading GPT-based tax research software…

This presentation covers highlights of any 2023 federal tax legislative changes that affect individuals, and the most important federal tax rulings of 2023 involving income, deductions, losses, digital assets and other property, credits, and procedural matters and their relevance to tax planning an…

In this session, Brian and Brandon will explore basis adjustments available under Sec. 754. They will look at when and how to go about making these basis adjustments and will analyze the impact of making (or not making) an adjustment…

THIS SESSION WILL DISCUSS THE FOLLOWING TOPICS: PROTECTING THE FIDUCIARY, ESTATE’S FISCAL YEAR ELECTION, ADMINISTRATION EXPENSE ELECTION, ALTERNATE VALUATION ELECTION, SECTION 643(E) ELECTION, PORTABILITY, QTIP ELECTION, QUALIFIED DOMESTIC TRUSTS, DISCLAIMERS, DEATH OF A PARTNER, S CORPORATION STOC…

This session will cover the top 10 current developments in trusts and estates.This will include any interesting income tax developments…

This presentation covers significant state income tax developments that have occurred in 2023, including a consideration of: the continuing adoption of state pass-through entity tax regimes; state income tax conformity to federal provisions (including changes to IRC Sec…

This session will focus on 5 questions to use with clients to initiate an estate planning conversation. We will discuss estate tax rules today and focus on planning in advance of scheduled sunset of several provisions…

This session will explore recent updates related to the taxation of real estate transactions. We will explore the passive activity rules and their impact, as well as dig into the capitalization rules around interest expense and other costs incurred…

One of the last provisions under the Tax Cuts and Jobs Act of 2017(TCJA) to take effect were the changes to the treatment of research and experimental expenditures under IRC Section 174…

In representing clients in tax matters, it is critical that accountants and other tax professionals know what privileges may apply, when those privileges apply, who holds the privilege, how and when a privilege is invoked, the ramifications of invoking privilege, exceptions to a privilege, and the…

Everything you needed to know about the new OECD global minimum tax but didn’t know to ask: what it is, why it’s happening, and how it works. Somewhere in the world this will affect your clients…

Join Tony Nitti and Damien Martin for a lively discussion on key lessons you need to know from pivotal court decisions in the 110-year history of the modern federal income tax…

This session will focus on the SECURE 2.0 Act of 2022 enacted on December 29, 2022. We will discuss the numerous provisions with staggered effective dates that affect both businesses and individuals…

This session will provide a discussion of how typically S corporation shareholder basis relates to balance sheet equity and the AAA account. By the end of this session, you will be able to: 1…

The web of IRS international information reporting forms can be confusing and seemingly duplicative. Combine that with the potential for hefty non-filing penalties and off-cycle filing deadlines and you have a recipe for disaster…

This session will dive into the top 10 things to know if your U.S. client moves, or is contemplating a move, to Puerto Rico…

This session will address various types of charitable donees and the factors involved in selecting the appropriate charitable donee to achieve a donor's philanthropic and tax objectives, with a focus on private foundations (including private operating foundations), donor advised funds, supporting o…

Congress gave the IRS new partnership audit procedures when it enacted the Bipartisan Budget Act of 2015 with the goal of increasing partnership audits. The new rules generally went into effect for partnership tax years beginning on or after January 1, 2018…

A practical walk through on Look-Back Interest Calculations…

As the existence of Pass Through Entity election regimes has now existed for several years, we continue to monitor the inconsistent treatment in many states…