CPE Catalog & Events

Current reports on HSAs Bond laddering Cost segregation

IRS processing of original tax returns filed in 2021  Tax Cuts and Jobs Act (TCJA) changes Proposed cryptocurrency bill The No Surprises Act Corporate Transparency Act  Inflation

What to do if you haven't received your refund What the IRS does when it receives a tax return Tax planning and items that reduce AGI What you need to know about Medicare

Income & IRMAA: mitigating Social Security benefit erosion Connelly vs. IRS court case discussion FinCEN Updates 

Section 754 Section 734(b) and §743(b) Adjustments Charitable contributions and commodities R&D tax credits

Washington updates: Inflation status, Presidential race, House and Senate statuses, and more The extension of the waiver of excise tax for inherited IRAs SECURE Act 1.0's waiver of excise tax for RMDs

Emergency Rental Assistance The Social Security Administration's Business Services Online (BSO) Portal What you need to know about the monthly Child Tax Credit payments starting in July 2021 What the IRS does when it receives a tax return What you need to know about returning to the office

Global Minimum Tax Common tax scams and how to avoid them What the IRS does when it receives a tax return Employee benefits options

Estimated tax: Requirements and penalties SIMPLE IRA overview and deadlines New IRS developments

Tax legislation U.S. Court of Appeals for 10th Circuit ruling on Reserve Mechanical Corp v. IRS PLR 202226003 Portability and Revenue Procedure 2022-32 Foreign Bank Account Report (FBAR) Cost segregation Examples of qualifying assets

Advance Child Tax Credit payments 7/1/2021 Interim Final Regs on the No Surprises Act How inflation affects depreciation tax planning Preparing for inflation Tax timing issues

Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions  Domestic Abuse Victim Distributions Section 179D deduction 

Tax legislation appears to be unlikely any time soon Recent Tax Court rulings of note The ERC and other information related to COVID-19 relief for employers

Pre-COVID trends in Social Security claiming Roth IRAs and businesses Tax Pro Account Update on the Child Credit (as of 7/22/21)

PPP loans (as of 7/23/20) Notice 2020-54 Labor law issues relating to the coronavirus pandemic Partnership developments (as of 7/23/20)

IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc. 

SBA PPP Direct Forgiveness Portal Roth IRAs and businesses Forms 3508S, 3508 EZ, and 3508 IRS Notice 2021-20 S corporations and reasonable compensation

TD 9905 PTINs IRS guidance on recapture of excess employment tax credits (TD 9904 and REG-111879-20) Notice 2020-51

2022 midterms E-Filing Recent and proposed changes regarding standard mileage rates, the TCJA, cryptocurrency, and electronically amending returns Important Tax Reminders for People Selling a Home: Tax Tip 2022-78 Transparency in Coverage Rule (Final Rule)

Tax basis capital account reporting required for 2020 and after Tax Pro Account QR codes attached to IRS notices 1031 exchanges