Instructor Led Enrolled Agents Training

Rules of Trust Administration Benefits strong Avoid missteps in trust administration - discover techniques to help you along the way. /strong Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize the  more...

IRS Form 1099 Reporting: What You Need to Know Benefits strong The 1099 forms are confusing - can you afford to only grasp the basics? /strong Independent contractors save your business money, but increasing IRS scrutiny can put you at risk. Fail to meet all the 1099 filing requirements and you may land in a hotbed of penalties. With a maze of 1099 forms and confusing and ever-changing IRS reporting guidelines, mastering the 1099 can be a  more...

Social Security Basics and Advanced Planning Strategies Benefits strong Help your clients get the most out of their Social Security benefits! /strong Social Security has been the American workers' greatest investment but with the predictions of collapse and potential for changes, Social Security planning has never been more complicated. Learn about eligibility requirements, the exact procedure for the determination of benefits and a discussion of  more...

Document Retention and Destruction Benefits strong Are you sure you want to throw that document away? /strong New regulations - the constant threat of audits - the increased use of e-Discovery - in today's changing legal environment, you're asking for trouble if you don't have an effective record retention and destruction policy in place. And even if you do, standards are changing - have your policies changed with them? Attend  more...

Employee vs. Independent Contractor Benefits strong Learn how to differentiate between employees and independent contractors - and prevent costly mistakes. /strong Attend this enlightening seminar and stay abreast of the latest issues relating to independent contractors. Our seasoned professionals will provide practical answers to your most pressing questions about distinguishing between employee and independent contractor. You  more...

Charitable Nonprofits Benefits strong Charitable tax-exempt organizations are under increasing scrutiny - are you following the rules? /strong Attend this enlightening seminar and stay abreast of the issues confronted by charitable tax-exempt organizations. The charitable sector has gotten more complex, and with it the scrutiny and rules affecting it. Our seasoned professionals will provide background and practical  more...

Estates and Trusts Benefits strong Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache. /strong Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your errors and  more...

Tax Issues Facing Oil and Gas Businesses and Mineral Interest Owners Benefits strong The oil and gas industry in North Dakota continues to expand ... understanding the taxation of this industry is a must for any tax professional. /strong Those who work in the oil and gas industry and related fields face frequent questions regarding taxation of the oil and gas industry. This one-day seminar is designed to provide businesses, individuals and professionals affected  more...

Overview of Entity Structures, Allocations and Schedule K-1 Preparations for Pass-Through Entity Structures Benefits strong Avoid costly mistakes in K-1 reporting! /strong The Internal Revenue Service's Schedule K-1 Matching Program has brought increased attention to the importance of properly preparing the Schedule K-1 and then properly interpreting and reporting the information on the taxpayer's tax return. This seminar will look at the tax rules applicable to partnerships, LLCs and S  more...

Form 990 Benefits strong Navigate IRS Form 990 - hear the critical issues every nonprofit leader needs to know! /strong Walk through the revised Form 990 and get the expert knowledge you need to file correctly. Exempt organizations' tax forms have become more important as they're scrutinized by the IRS, Congress, the media, competitors, disgruntled employees and others. Attend this seminar and make sure  more...

LLCs, LLPs and Partnerships: Organization and Operation Benefits strong Steer clear of the common pitfalls that plague business entities. /strong Choosing the proper form of business entity is crucial to the success of a new business, and more and more small businesses are choosing entity options such as LLCs and LLPs. Unfortunately, many businesses are unprepared for the legal and tax consequences associated with these entities. Attend this seminar  more...

Texas Sales and Use and Franchise Tax Benefits strong Prevent costly mistakes - learn how to navigate through Texas Sales and Use, and Franchise Tax issues. /strong If you are doing business in Texas, this seminar is a must. Get a clear understanding of Texas tax issues. Attend this seminar and learn about the franchise tax that's filled with exemptions, deductions and preferences spanning more than 100 pages of text. Find out how  more...

Form 5500: What You Need to Know to File Benefits strong Do you work with Form 5500? With recent changes and an increased audit climate it is more important than ever to get it right. /strong You no longer need to be overwhelmed by the complexities surrounding Form 5500. Take away the worry by expanding your knowledge about dealing with Form 5500 and related schedules. You will walk away with the confidence that comes from knowing the  more...

Texas Margin Tax BenefitsAttend this seminar and you'll learn how to navigate through Texas margin tax issues - and prevent costly mistakes. Learn what revenues and costs businesses need to track and monitor in order to maximize their Texas state tax benefits. Find out what considerations to keep in mind when planning for commonly-owned entities. Come learn about the tax that's filled with exemptions, deductions  more...

Michigan Business Taxes Prevent costly mistakes by learning the essentials of Michigan business taxes - including all the latest updates. Attend this cutting-edge seminar and get helpful insight and recent updates on Michigan's business taxes. You'll gain a clear understanding of the two components of the Michigan business taxes - the modified gross receipts tax and the business income tax. Meet the challenges ahead and  more...

Multistate Taxation: Income, Sales and Use, and Beyond Understand a multistate business' tax risks ... and get tips for managing them. Mistakes made when collecting, paying or reporting tax can result in your business incurring serious liabilities - for taxes, interest and penalties. This seminar provides the perfect opportunity to get the most current information on all aspects of complicated multistate taxation. Learn from leading tax experts how  more...

All About Trusts All About Trusts - Discover how to navigate the minefields of trusts with ease. Attend this cutting-edge seminar and you ll gain a clear understanding of the different types of trusts. Meet the challenges ahead and find out what you need to know about estate planning issues, asset protection considerations, estate and gift tax considerations, and grantor trust rules. These are just a few of the  more...

Internet Tax Research Internet Tax Research - Find out how to be the one your organization relies on. In our fast-paced accounting world, we re often asked to find information about state and federal tax issues sometimes at a moment s notice. Attend this teleconference and get the practical tips you need to be an effective Internet researcher. Get a firm grasp of how to research legislative history and case law.  more...

Tax Updates and Incentives of the Emergency Economic Stabilization Act Tax Updates and Incentives of the Emergency Economic Stabilization Act - This teleconference will explore the additions, modifications and extensions made by the Emergency Economic Stabilization Act of 2008 to the energy tax provisions of the Internal Revenue Code, and will analyze structures that may be employed to monetize or shift the tax credits and other attributes from the developer of  more...

The Manufacturing Deduction: What Is It and Who Qualifies? The Manufacturing Deduction: What Is It and Who Qualifies? - This teleconference provides a technical overview of the Section 199 deduction. Participants will review the various requirements of Section 199, as well as fact patterns/examples illustrating these requirements. Attendees will be able to understand the requirements for calculating the Section 199 deduction, including qualified  more...