CPE Catalog & Events
Weekly Expert Hour (Original Air Date: 10/29/20)
Available Until
Online
1.00 Credits
Member Price: $49
Taxpayer Advocate Service (TAS) COVID-19 Business Tax Relief Tool 2021 retirement plan limits State tax issues: out-of-state commuters, nexus, convenience rules, telecommuting American economic policies in practice over the years
Weekly Expert Hour (Original Air Date: 11/04/21)
Available Until
Online
1.00 Credits
Member Price: $49
The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Proposed Build Back Better legislation (as of 11/04/21) Tax aspects of selling a home Changes to IRC Section 41 Research Credit Refund Claims
Weekly Expert Hour (Original Air Date: 11/05/20)
Available Until
Online
1.00 Credits
Member Price: $49
Changes to the Main Street Lending Program PPP Loan Necessity Questionnaires RMD rules for those continuing to work beyond age 72 Health insurance and Medicare: new challenges for 2021
Weekly Expert Hour (Original Air Date: 11/11/21)
Available Until
Online
1.00 Credits
Member Price: $49
Infrastructure Investment and Jobs Act (as of 11/11/21) Q&As regarding the Employee Retention Credit (ERC) Audit Reconsideration
Weekly Expert Hour (Original Air Date: 11/12/20)
Available Until
Online
1.00 Credits
Member Price: $49
Treasury Decision 9930 and its effect on required minimum distributions Rev. Proc. 2020-50 guidance Data security Data retention: which documents should you keep and for how long?
Weekly Expert Hour (Original Air Date: 11/18/21)
Available Until
Online
1.00 Credits
Member Price: $49
Enactment of the Infrastructure Investment and Jobs Act (IIJA) IRS Notice 2021-63 Revenue Procedure 2021-47 on tax treatment of Homeowner Assistance Fund (HAF) payments News Release 2021-217 Asset allocation Year-end tax planning
Weekly Expert Hour (Original Air Date: 11/19/20)
Available Until
Online
1.00 Credits
Member Price: $49
Baer v. United States Safe harbor provided by Rev. Proc. 2020-51 Are S corporations and partnerships subject to the $10,000 SALT limit? IRS Notice 2020-75 Commercial real estate tax strategies
Weekly Expert Hour (Original Air Date: 12/02/21)
Available Until
Online
1.00 Credits
Member Price: $49
Year-end tax planning considerations (as of 12/02/21) News Release 2021-217 News Release 2021-215 OSHA's proposed COVID-19 Vaccination and Testing Emergency Temporary Standard
Weekly Expert Hour (Original Air Date: 12/03/20)
Available Until
Online
1.00 Credits
Member Price: $49
Baer v. United States Long-term care TD 9935 final regulations regarding Section 1031 exchanges Charitable tax planning update (as of 12/03/20)
Weekly Expert Hour (Original Air Date: 12/09/21)
Available Until
Online
1.00 Credits
Member Price: $49
The IRS issues guidance on the retroactive termination of the ERC – Notice 2021-65 The IRS signals when limited liability company member income may be subject to self-employment tax HSAs DOL requires 401(k) and defined contribution plans to give participants lifetime income estimates
Weekly Expert Hour (Original Air Date: 12/10/20)
Available Until
Online
1.00 Credits
Member Price: $49
Tax extenders set to expire at the end of 2020 Revenue Procedure 2009-20 Revenue Procedure 2011-58 Converting from tax deferred to Roth Health care flexible spending accounts (FSAs) Health savings accounts
Weekly Expert Hour (Original Air Date: 12/16/21)
Available Until
Online
1.00 Credits
Member Price: $49
Outlook for the economy and markets (as of 12/16/21) OSHA's COVID-19 Vaccination and Testing Emergency Temporary Standard Back Door Roths and Mega Back Door Roths and how the proposed Build Back Better Act would affect them
Weekly Expert Hour (Original Air Date: 12/17/20)
Available Until
Online
1.00 Credits
Member Price: $49
Casualty and theft losses Federally declared disaster areas for 2020 Cost segregation in 2020 Taxation of virtual currency (as of 12/17/20)
Weekly Expert Hour (Original Air Date: 5/06/21)
Available Until
Online
1.00 Credits
Member Price: $49
The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses
Weekly Expert Hour (Original Air Date: 5/13/21)
Available Until
Online
1.00 Credits
Member Price: $49
The American Families Plan Paycheck Protection Program Estate of Michael Jackson v. Commissioner Outlook for the economy and markets (as of 5/13/21) Secure Act 2.0 pending legislation (as of 5/13/21)
Weekly Expert Hour (Original Air Date: 5/20/21)
Available Until
Online
1.00 Credits
Member Price: $49
COBRA continuation coverage Coronavirus-related distributions (CRDs) Using Form 8915-E Changes brought about by the Consolidated Appropriations Act of 2021
Weekly Expert Hour (Original Air Date: 5/27/21)
Available Until
Online
1.00 Credits
Member Price: $49
The American Families Plan Tax Compliance Agenda (as of 5/27/21) IRS Notice 2021-31 Pitfalls to avoid when moving IRA assets for beneficiaries New Form 14457 and accompanying Instructions Options to resolve taxpayer noncompliance related to foreign income or assets Updated Voluntary Disclosure Program (UVDP)
Weekly Expert Hour (Original Air Date: 6/03/21)
Available Until
Online
1.00 Credits
Member Price: $49
A detailed discussion of the Biden Administration’s Fiscal Year 2022 Revenue Proposals as of 6/3/21, including: The American Jobs Plan The American Families Plan Reforming the taxation of capital income Improving tax compliance
Weekly Expert Hour (Original Air Date: 6/10/21)
Available Until
Online
1.00 Credits
Member Price: $49
SALT relief Tax basis capital reporting Remote workforce issues Update on the Section 121 Exclusion Takeaways from Coca-Cola v. Commissioner
Weekly Expert Hour (Original Air Date: 6/17/21)
Available Until
Online
1.00 Credits
Member Price: $49
IRS Publication 590-B – 10-Year Rule What the IRS does when it receives a tax return Update on Form 7200 (as of 6/17/21) Discussion of the updated draft of Form 941 (as of 6/17/21) Notice 2020-75
