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Self-Study CPE
FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART I
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART II
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INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
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INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATION
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FEDERAL INCOME TAX CHANGES - 2017
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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ESTATE TAX PLANNING
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10 NEW PRODUCTIVITY FEATURES IN PROCONNECT TAX ONLINE
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2018 ANNUAL TAX SEASON UPDATE
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BEYOND "NANNY TAXES": UPDATES & METHODS TO GUIDE HOUSEHOLD EMPLOYER CLIENTS
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TAXATION OF IRAs AT DEATH
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CANCELLATION OF DEBT
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AUDITING THE ERO
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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TAX LAW CHANGES: WHAT YOU NEED TO KNOW
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EXPATRIATE TAXATION - A DEEPER DIVE
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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2018 TAX UPDATE: SO MUCH MORE NEW THAN MEETS THE EYE - WHAT LURKS BENEATH?
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PREPARING THE CHALLENGING FORM 990
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EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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CANCELLATION OF DEBT INCOME
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TAXATION AND MAJOR IMMIGRATION ISSUES OF RESIDENT AND NONRESIDENT ALIENS
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IRS SECTION 1031 - UNDERSTANDING LIKE KIND EXCHANGES
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CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
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AVOIDING TAX PRACTICE MISTAKES - PART 1 - COLLECTION & EXAMINATION
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IRS EXAMINATION SELECTION PROCESS
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AVOIDING TAX PRACTICE MISTAKES - PART II - APPEALS, TECHNICAL ASSISTANCE, P & I
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SELF-EMPLOYMENT TAX REDUCTION STRATEGIES
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A LOOK AT THE IRS DURING DIFFICULT TIMES
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APPEALS, PENALTIES, AND INTEREST ABATEMENT
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CONSTRUCTION INDUSTRY TAX ISSUES
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HOW THE IRS DETERMINES UNREPORTED INCOME
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PAYROLL TAX TRAIN WRECK: RESOLVING YOUR CLIENT'S PAYROLL TAX NIGHTMARE!
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MASTERING THE ART OF TAX PLANNING
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PREPARING IRS LETTER RULINGS
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UBI, UBTI, AND UBIT - UNDERSTANDING THE UNRELATED BUSINESS INCOME TAX
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TAX PREPARERS' PRAYERS ANSWERED: TAX ISSUES FOR THE CLERGY
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THE 2017 JOBS ACTS AND TAX CUTS - NEW TAX LAW UPDATE
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TAX REFORM AND PASS THROUGH ENTITIES - §199A: PLANNING FOR PROFESSIONAL PRACTICE
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EARNED INCOME TAX CREDIT
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FEDERAL INCOME TAX CHANGES - 2018
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TAX REFORM: OVERVIEW
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TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS
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REDUCE EMPLOYMENT TAX EXPOSURE AND AVOID PENALTIES AND DISASTERS
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Increasebillable ss bloomberg

INCREASE BILLABLE HOURS WITH VALUE-ADD TAX PLANNING

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaTaxes  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJul 19, 2017  Date OfferedAug 07, 2017  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Series: Taxes    
Course Description

When you expand your practice to include formal income tax planning in addition to income tax preparation, you not only serve the needs of your best clients, you also generate additional revenue for your firm. Most tax planning takes place during the off-season, resulting in increased annual cash flow. This webinar will discuss the benefits of comprehensive tax planning, as well as give you an outline of how you can add it to your practice.

Learning Objectives

  • Identify best practices for structuring, pricing, and executing tax planning services (e.g., how to identify ideal clients, which tools to use, and how to present tax plans).

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Presentation Slides
Review Questions
Review Questions
QUESTION 1: 16:00 minutes
QUESTION 2: 32:00 minutes
QUESTION 3: 48:00 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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Robert Bennett, CPA

Bloomberg Tax
Product Manager, Software
rbennett@bna.com
(703) 341-3597

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Bob Bennett began his tax career in 1986 preparing returns by hand for H&R Block. Over the past 30 years he has worked in a variety of positions including, Tax Manager at several large and mid-sized CPA firms, Revenue Agent for the IRS, and in management at several tax software companies. Bob is a CPA, Enrolled Agent, and has his MBA. Currently, Bob is Product Manager for Bloomberg Tax of several of their software offerings, including Income Tax Planner™, Estate & Gift Tax Planner™, along with their tax preparer products. Bob has seen the power of tax planning first-hand and how, when done properly, it can benefit firms, clients, and staff.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Bloomberg BNA Tax software products provide unique insight, actionable information, and smart tools in the areas of corporate tax, fixed assets, individual tax planning, and tax compliance resources. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s Tax’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market.