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NEW!
California Professional Ethics
4 CPE Credits | 1/2 Day | Regulatory Ethics | Basic
The California Board of Accountancy (CBA) has changed the ethics requirements, and Gear Up is ready to be your travel guide with this new 4-hour California Professional Ethics course! We will discuss the world of the AICPA, the IRS, and what’s new from the CBA. Enforcement of ethical requirements is a growth industry.
• AICPA: The all important Principles of Professional Conduct
• AICPA: The newly revised SSTS, Effective NOW, in 2010
• IRS: Circular 230
• IRS: New enforcement measures from the Office of Professional Responsibility
• IRS: Maintaining our Ethical Standards While Providing Top Level Representation to Our Clients, Simultaneously!
• California: The latest important news from the CBA
We promise you a fast-moving, fascinating class and, coming from an Ethics class, you know we are telling you the truth!
In select locations, this seminar is optionally available as a "combo" seminar along with the California Tax Update seminar to give you 8 hours of CPE Credits. Please look for the California Tax/Ethics Combo.
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JUST ADDED!
Unenrolled Tax Preparers Competency Prep Course
LIVE SEMINAR: 2 DAYS | TAXES FOCUS | BASIC LEVEL | $249*
On January 4, 2010, the IRS announced their preparer initiative that will require all unenrolled tax preparers to successfully complete competency testing and mandatory continuing education. The IRS has indicated that the unenrolled tax preparer exam requirements will probably not be available until mid-2011. This comprehensive instructor-led two-day course, however, is designed to provide you with the training you will need to pass the Unenrolled Tax Preparers Exam when it is eventually implemented. (Note, this preparatory course does not award CPE credit.)
Day 1: Unenrolled Tax Preparers Competency Test Prep Level 1: Wage & Non-business Form 1040
This course is designed to prepare you to take the Level 1 IRS Unenrolled Tax Preparers Competency examination. This course is for those who prepare federal income tax returns consisting primarily of wages and non-business form 1040 items. You will learn how to complete the standard form 1040 including determining filing status, dependent exemptions and employee income. In addition you will also learn how to complete schedules A, B, C-EZ and D.
Day 2: Unenrolled Tax Preparers Competency Test Prep Level 2: Wage & Small Business Form 1040
This part is designed to prepare you to take the Level 2 IRS Unenrolled Tax Preparers Competency examination. This course is for those who prepare federal income tax returns consisting of wages and small business Form 1040 items. The course includes how to handle items such as business income, home office expenses, transportation and other business expenses.
*Total Price $249 for both days; or register for single day for $179. Note, this preparatory course does not award CPE credit.
Also visit our Blog to read about this and other timely topics!
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California Tax Update
4 CPE Credits | 1/2 Day | Taxes | Basic
2010 will be another year of many changes for California. Expect more California tax changes and turmoil as the state wrestles with balancing the budget.
• New laws will affect how Net Operating Losses are carried forward—and yes, there will be a carryback provision
• Jobs credits, motion picture credits and more
• New legislation proposes to bring back tax relief for debt relief on a personal residence
• Huge changes are expected as California promises to conform to federal legislation for the last six years
Available in: California, Nevada
In select locations, this seminar is optionally available as a "combo" seminar along with the California Professional Ethics seminar to give you 8 hours of CPE Credits. Please look for the California Tax/Ethics Combo.
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CalFed
8 CPE Credits | 1 Day | Taxes | Basic
(Note: For Self-Study, order the 1040 Update and California Tax Update self-study courses)
This course is designed to bring the busy tax professional right up to date in preparation for tax season. The emphasis is mainly on new tax law and other changes which have occurred during the last year. In one day you can get all the information you need for both federal and California changes in tax law.
• Four hours of the most important federal developments.
(See 1040 Update description for more details)
• Four hours of California changes including the impact of nonconformity. (See California Tax Update for more details)
Available in: California
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Assisting Small Business from A to Z
8 CPE Credits | 1 Day | Taxes | Basic
This year, several tax bills are expected to assist America’s lifeblood—small businesses.
Assisting Small Business from A to Z will bring practitioners up to speed on all the tax
incentives that will occur this year. This is the seminar you've been waiting for!
This course will cover the taxation, form of legal entity, capitalization, and other
considerations necessary to advise small business clients. With the U.S. economy in deep
recession and the eventual anemic economic growth that’s expected to last for years, it’s
anticipated that more small businesses will fail at record numbers and new small business
start-ups will accelerate at a record pace. The simple truth is that large U.S. companies are
not hiring, and the outsourcing trend to foreign countries will continue. The growth driver in
the U.S. for the past several years, the small business, will continue to need expert advice
more now than ever.
Here’s what this new one-day course will cover:
• The right form of legal entity
• Obtaining financing and equity investment capital
• Equipment—lease vs. purchasing
• Tax credits and depreciation-advantaged assets—helping your clients, and their customers, understand tax credits
• eCommerce and Nexus issues
• Small business financial statements
• Intellectual property considerations
• Employment considerations
• Maximizing retirement benefits to key employees
• Employee health care cost issues
• Avoiding tax issues in closely held businesses
• Troubled debt restructuring
• Your role as trusted advisor
In addition to covering tax changes, the course has been designed to help CPAs grow revenue, expand and maintain their client base, and more proactively consult with their clients. The course will help practitioners gain a deep understanding of the issues and how to help small business clients to solve a host of problems brought about by a difficult economy.
Assisting Small Business from A to Z appeals not only to tax professionals, but to their clients. Clients may attend at 50% discount when accompanied by a tax professional at regular registration price! (No CPE credit is awarded for reduced price client registrations.) Call 800.231.1860 to take advantage of this special offer.
Available in: California, Florida, Idaho, Illinois, Massachusetts, Maryland, Michigan, Nevada, Oklahoma, Ohio, Pennsylvania, Texas, Virginia
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IRS
Audits, Appeals, & Collections: Successful Strategies
8 CPE Credits | 1 Day | Taxes | Basic
4 CPE Credits | 1/2 Day | Taxes | Basic
Self-Study also available for 1-Day
This highly interactive course will be a collective brainstorming session in which we will share various strategies to success. There is more than one way to succeed with the IRS, and we will discuss various options. If you are new to the field of IRS "controversy" work, welcome! You will learn a great deal.
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Back by Popular Demand!
Mid-Year Tax Update for Individuals
8 CPE Credits | 1 Day | Taxes | Basic
2010 will be another year of change and confusion for the tax profession. We can expect many changes as Washington struggles with diverse pieces of legislation many of which have broad and far-reaching tax implication.
• Tons of changes related to energy and the environment
• Bonus depreciation, Section 179 deductions possibly extended through 2010
• NOLs carried back further and with more flexibility
• Expanded earned income, child credits
• The latest on homebuyer credits
• New credits for tuition, related expenses
• Making Work Pay credit for 2010
• Economic recovery payments to certain non-workers available again in 2010
• What to do for estate tax in 2010
• Many extenders, including another AMT Patch
Hurry! This course is only scheduled through July 2010 and covers the recent Jobs Act and the tax implications of Health Care Reform!
Available in: Arizona, California, Illinois, Massachusetts, Maryland, Minnesota, Nevada, Oklahoma, Oregon, Pennsylvania, Virginia
“Very timely and well explained. Easy to follow in the materials provided. This course will give me a big head start over my competition.” —Brad W., 2009
“Super course. I have learned so much in just the first two hours. I am a retired IRS agent and this course should be adopted by the IRS.” —James M., 2009
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Plus all these seminars in California!
- 1040 (16 CPE)
- Business Entities 2 Day (16 CPE)
- Estates & Trusts (16 CPE)
- Planning for Later Years in Life (8 CPE)
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All California Seminars... |
