Past Events

This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures as well as new case law to help the busy practitioner stay current. Speakers are all practicing preparers who share effective tips and insights to help you get ready for this tax season. Some of the hot topics we cover include changes to health care law, resolving ID theft problems, reporting in the sharing economy and adjusting…

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…

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)…

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…

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…

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…

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…