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Self-Study CPE
THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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AREAS OF CONTROVERSY UNDER THE TCJA
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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WHEN IS THE UPDATED VOLUNTARY DISCLOSURE PRACTICE THE BEST CHOICE?
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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EXPATRIATE TAXATION - A DEEPER DIVE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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HOME OFFICE DEDUCTION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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BASIC INDIVIDUAL TAXATION
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SCHEDULE C OF FORM 1040
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TAX PROCEDURE
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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Self study cpe
Exploring the CPA’s Expanding Role in a Client’s Tax and Financial Planning

EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00560-19-S
Subject Area Taxes (Federal Tax)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNov 08, 2019
Date OfferedDec 15, 2019
Course Description

In this session we will explore the expanding role of the CPA in their client’s overall tax and financial planning needs and discuss alternative services to add to their practices.

Learning Objectives

  • Identify different kinds of tax and financial planning services that accountants can offer to expand their practice beyond compliance work.

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:13:00 minutes
QUESTION 2: 0:30:00 minutes
QUESTION 3: 0:45:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Martin Finn

Lavelle & Finn LLP
Founding Partner
marty@lavelleandfinn.com
(518) 869-6227

Lavellefinn

Martin S. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning.

Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016), and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee (2019). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants.

Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is a co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005).

Mr. Finn is Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; Chair of the Supervisory Committee and member of the Board of Managers of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.

He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany.

Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community Award and the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award

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About Our Presenter

Lavellefinn
Lavelle & Finn, LLP has thrived by taking an individualized approach to working with our clients and building our firm. Our clients benefit from our high-touch atmosphere and enjoy having the members of our team know who they are and truly care about their individual needs. Our team has the right mix of attorneys, paralegals and administrative staff, providing our clients with expertise, knowledge and experience without massive overhead or international affiliates pushing us to provide esoteric specialties. We understand and respond to our clients’ needs and ensure each step of the process is dedicated to protecting their families and their wealth.