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Self-Study CPE
IRS PRACTICE AND PROCEDURE UPDATE: 2016
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TAX SHELTER UPDATE: 2015
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ENTITLEMENTS REVIEW AND UPDATE: 2016
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A LOOK AT THE IRS DURING DIFFICULT TIMES
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CONSTRUCTION INDUSTRY TAX ISSUES
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TAXATION AND MAJOR IMMIGRATION ISSUES OF RESIDENT AND NONRESIDENT ALIENS
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UBI, UBTI, AND UBIT - UNDERSTANDING THE UNRELATED BUSINESS INCOME TAX
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PREPARING THE CHALLENGING FORM 990
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EARNED INCOME TAX CREDIT
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PREPARING IRS LETTER RULINGS
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Increasebillable bloombergbna

INCREASE BILLABLE HOURS WITH VALUE-ADD TAX PLANNING

Available Date(s) Friday, August 25, 2017

Start Time
02:00PM EDT

Cost Free   CPE Credits 1.0 hour   Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
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

  • What is formal tax planning?

  • Who needs tax planning?

  • The benefits of tax planning

  • The tax planning process

  • Tax planning tools and training

Testimonials

"Best webcast I have seen in a while."

"This opened my eyes to what I've been leaving on the table with my clients and also showed me ways to request for Tax Planning. I've been advising my clients while doing their taxes for free."

"Informative and not boring!"

"Excellent strategies for adding/enhancing tax planning into your practice. Great analysis of what works and what doesn't work. Highly recommend this course!"

"Very informative. Speaker was very good, and provided useful information to improve our practice."

"This is an area of tax preparation this is under served. I am happy that others recognize this."

Robert Bennett, CPA

Bloomberg BNA
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 BNA of several of their software offerings, including BNA Income Tax™ Planner, BNA 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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211