October 2019
Ethic for the Tax Professional by Gear-Up – 2 hr CPE Credit
Circular 230 prescribes and proscribes our behavior before the IRS. These rules enable us to conduct our business while simultaneously assisting our clients and remaining within the rules of proper practice. By studying Circular 230 and paying attention to recent and historical enforcement actions, we will be able to work efficiently and effectively while staying out of the headlines. Learn about the new director of the Office of Professional Responsibility, Stephen Whitlock, and the continuing fallout from the Loving court…
Find out more »1040 Updates & Taxation by Gear Up – 16 hr CPE Credit
This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of new legislation, case law developments, and relevant revenue rulings and procedures to help the busy practitioner stay current. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season. We will review Tax Cuts and Jobs Act individual tax reform provisions, including the new deduction for qualified business income (Code Sec. 199A), modifications to many Schedule A…
Find out more »Farm & Ranch by Gear Up – 8 hr CPE Credit
TCJA changed numerous items for our client’s returns. With a filing season past we will take a look at the problems and the answers of those items that created or had the potential to create issues on those returns. A deep dive into IRC 199A (Qualified Business Income Deduction) with emphasis on the impacts for the farm and ranch taxpayer. Tax traps of IRC 199A when trading equipment. Di Minimus expense elections, should I or should I not. Flow thru…
Find out more »Montana Update – 3.5hr CPE Credit
The most relevant course a participant will take in 2019. The Montana Society of Public Accountants will present the most common problems tax preparers are faced with when working with the MT Department of Revenue and how to resolve them, Montana Tax Changes for 2019 focus on differences between Federal tax law and State of Montana tax law and how these differences may affect tax preparation. A tax Attorney may be available to discuss problems and to answer questions as…
Find out more »1040 Tax In Depth by Jennings – 16hr CPA Credit
Our 2019 course will include detailed coverage, with planning ideas of the Tax Cuts and Jobs Act, special focus coverage of sole proprietorship issues and emerging economy issues (Consumer-to-consumer sales, Crypto-Currency, etc.) as well as our annual review of common preparation issues and new court cases and IRS guidance. In-depth example coverage of the new mortgage interest rules and the dependent credit will provide professionals with the answers to their latest 1040 client questions. Because this is TaxSpeaker’s® flagship course…
Find out more »Business Tax in Depth by Jennings – 8hr CPE Credit
In 2019 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C corporations, LLC’s and S corporations. This year’s course will include a special chapter focusing on accounting methods (and changes!) as a result of the new cash method and Section 263A limits and will include example completed Forms 3115 showing how and when the changes may be made. The 2019 in-depth course will also…
Find out more »Montana Updates – 3.5hr CPE Credit
The most relevant course a participant will take in 2019. The Montana Society of Public Accountants will present the most common problems tax preparers are faced with when working with the MT Department of Revenue and how to resolve them, Montana Tax Changes for 2019 focus on differences between Federal tax law and State of Montana tax law and how these differences may affect tax preparation. A tax Attorney may be available to discuss problems and to answer questions as…
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