National Tax

The BBA partnership audit regime is in full swing and practitioners are gaining experience navigating the rules.  More partnerships are filing administrative adjustment requests (AARs), resulting in new complexity for at the entity level and the partner level…

Congress, federal and state agencies and the courts have struggled for over 50 years to determine when workers are sufficiently controlled to be classified as employees rather than contractors…

COVID-19 tax guidance continued to be issued in 2021, even for 2020 returns. In addition there were many court decisions and IRS rulings in 2021 relevant to all types of businesses and non-profit entities…

This session in a year in review of notable tax developments affecting individuals, estate and trust and their associated business entities. It will cover legislative and regulatory developments as well as notable court cases occurring in 2021…

Session will discuss the importance of protecting your tax client's information, explain what 'Zero Trust' concepts mean when evaluating your firm's practices, and the value gained by regularly demonstrating them with your people and with your clients each year…

Overview of the application of certain loss limitation provisions which impact individual taxpayers with pass-through ownership (including as a result of basis, at-risk, passive activity, and excess business loss limitations)…

Our esteemed panel will cover income tax, estate tax and financial planning strategies that they are discussing and implementing with their clients as another year end approaches and in light of our changing economic and tax landscape in a climactic year…

The pandemic triggered an exodus of workers from office buildings, as employees sought the safety of their homes and other remote locations. While some of this displacement was temporary, certain employees may continue to work remotely for years to come…

This session will provide an update on recent developments in the area of accounting for income taxes.  It will consider the accounting implications of the administration's tax plan.  In this session we'll also consider recent comments from the SEC on accounting for income taxes…

The session will cover the most prevalent forms of equity compensation, including the scenarios in which each should be used as well as the potential pitfalls. The federal income tax rules applicable to each form of equity compensation will be explored in detail…

The session will educate attendees regarding the factors that will most impact whether or not a business should consider a flow through entity structure, either via S-Corporaiton or partnership, or to operate as a C-Corporation…

This session will take you thru the mechanics of a 7508A filing delay to preparing returns for taxpayers with casualty losses…

Over the past five years, major tax law changes seem to be one of the natural consequences of single-party control in Washington. Although a unified government is common at the beginning of a new president’s term, single-party control also tends to end with the first midterm election…

CPAs providing tax services are subject to a myriad of rules and standards when servicing their clients in the everchanging subject of taxation. Join us for a review of the various standards that tax practitioners need to adhere to including Treasury Department Circular No…

This session will cover the current guidance on taxation of virtual currency and the IRS's increased attention to this area.  This session will also cover virtual currency’s rapid growth and why it matters to practitioners today…

This session will cover the recent tax law, regulation and case law changes in the arena of international tax. The course will also cover any proposed ta legislation that would impact US International Tax.  Finally in this session will include an update of the OECD Taxation of a Digital Economy…

You may personally enjoy working remotely or you may detest it. Regardless of your feelings, the fact remains that many employees place a high priority on the flexibility provided by working from home…

In recent years there has been a trend to employ individuals to work remotely. More recently with shifting global trends companies are increasingly employing individuals that are not only remote, but working remotely from a different country…

In recent years the IRS has focused considerable resources on enforcement activities in two areas: captive insurance and conservation easements. These campaigns present challenges not just to the IRS, but to taxpayers and taxpayer advisors and representatives…

A year of constant changes. This session will bring us back to important fundamentals that are easy to overlook among the complex issues passthroughs commonly encounter…

With COVID relief ending September 30, 2021, we need to be sure that our clients have filed for the many refundable employment tax credits that were available to them…

In recent years, K-1 reporting requirements have changed dramatically. Practitioners are faced with the challenge of properly reporting more and more information to partners and shareholders. This session will explore proper reporting of the various items disclosed on a Sch…

While you usually know what tax position would be preferred by your client, it can be hard to formulate tax positions in a way that makes the strongest possible argument for the client’s position, mitigates the risk of the position being successfully challenged and provides time- and cost-effective…

46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency…