November 2017
Estates & Trusts by Gear Up 8hr CPE Credit
This is a two-pronged course designed to get you started in the practice of estates and trusts and is a great update for the experienced tax professional, covering all major developments since 2011. The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples)…
Find out more »MT Tax Changes with Joel Silverman LL.M. and a Representative from the Department of Revenue 3.5 CPE Credit
Join us for the Montana Tax Update. Joel Silverman with Silverman Law Office will be updating us on Montana Tax Changes for 2017 along with differences between Federal tax law and State of Montana tax law and how these differences may affect tax preparation. At the request of the audience Joel and will also be discussing; Audit Trends (State and Federal) Because Silverman Law focuses on audits or client representation on a daily basis they have insight into how State…
Find out more »October 2018
1040 Individual Tax by Gear Up 16hrs 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 »Ethics for the Tax Professional by Gear Up 2hr 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 »Business Entities by Gear Up
The 2018 business entities seminar is designed for practitioners that advise small business (less than 25 million in gross receipts). Taught by seasoned tax professionals, the course will help you navigate the business provisions changes of the Tax Cuts and Jobs Act and other law changes. This year includes: Analysis of the new 100% expensing The interplay of Code Sec. 179 expenses, bonus depreciation, and 15-year life with regard to qualified improvement property S Corp vs. C Corp planning in…
Find out more »Montana Tax Updates
Joel Silverman with Silverman Law Office will present the top common problems tax preparers are faced with when working with the MT Department of Revenue and how to resolve them. Department of Revenue, Joel Silverman LLM or an MSPA representative will present Montana Tax Changes for 2018 along with differences between Federal tax law and State of Montana tax law and how these differences may affect tax preparation. Tax Payer Advocate should be available to answer questions. Check in is…
Find out more »1040 Tax in Depth by Jennings 16hr CPE Credit
Our 2018 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…
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