Archive for Complimentary Webinar

Want To Gain Expert Knowledge And Skills Converting An Existing S Corp To An LLC? Complimentary Webinar

Want To Gain Expert Knowledge And Skills Converting An Existing S Corp To An LLC? Complimentary Webinar

On Thursday, May 16th 2024, three leading experts are inviting you to a free webinar to learn cutting edge strategies on:

  • Converting an existing S corporation to an LLC on a tax-free basis to obtain “charging order” protection.
  • Simple business structuring to circumvent the $10k deduction limitation for the portion of state and local income taxes attributable to partnership/LLC and S corporation income.
  • How not to cause your client to be one of the estimated 500k+ LLCs that incorrectly thought it was going to be taxed as an S corporation but, because of certain language contained in its operating agreement, is not an S corporation.
  • Personal goodwill and the C corporation business sale – identifying situations in which double tax can be avoided.

Any one of these strategies could make the difference between you being a hero or creating a significant problem for your clients.

Please Register Here For This Complimentary Presentation filled with valuable information that will surely help your tax clients.

Read the blog previously posted about this amazing yet free learning opportunity from leading partnership experts.

 

Written by | Posted in Complimentary Webinar • Converting As S Corp To LLC • Free Tax Webinar

Avoiding Costly Mistakes: Four Essential Tax Concepts For Attorneys And CPAs (Complimentary 1-Hour Webinar Thursday, May 16th)

Avoiding Costly Mistakes: Four Essential Tax Concepts For Attorneys And CPAs

Avoiding Costly Mistakes: Four Essential Tax Concepts For Attorneys And CPAs (Complimentary 1-Hour Webinar Thursday, May 16th)

Register For Complimentary Webinar

Even smaller matters might have big traps and significant tax implications – leading to unexpected tax liabilities for your clients and potential malpractice claims for the professionals.

During this one-hour webinar, the Tax Forum team of Chuck Levun, Michael Cohen, and Scott Miller will provide a top-level look at …

  • Converting an existing S corporation to an LLC on a tax-free basis to obtain “charging order” protection
  • Simple business structuring to circumvent the $10k deduction limitation for the portion of state and local income taxes attributable to partnership/LLC and S corporation income
  • How not to cause your client to be one of the estimated 500k+ LLCs that incorrectly thought it was going to be taxed as an S corporation but, because of certain language contained in its operating agreement, is not an S corporation
  • Personal goodwill and the C corporation business sale – identifying situations in which double tax can be avoided

Any one of these could make the difference between you being a hero or creating a significant problem for your clients.

This webinar is geared for attorneys and CPAs who handle matters (even on a limited basis) involving closely-held businesses and smaller mid-market companies.

Please bring your questions, as the presentation will include a live Q&A session.

About Tax Forum:

Tax Forum presents flow-through tax programs that are considered the preeminent training seminars for professionals who handle partnership, LLC and S corporation tax and business planning.

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Written by | Posted in Complimentary Webinar • TaxConnections

Secret To Retain Tax Staff: Support Tax Teams Technical Growth

Secret To Retain Tax Staff

REGISTER FOR A COMPLIMENTARY TAX TRAINING WEBINAR ON FRIDAY, FEBRUARY 9, 2024

Over the years, we have learned one true and tested fact… if you want to attract and retain your tax staff they are hungry to increase their tax knowledge and technical skills. The Number One reason  tax staff turnover rate is so high is their desire to learn and grow in their careers. Create opportunities for technical growth and they will stay with you longer. Immersing your tax team in a steady education program is the secret to retaining them longer. Tax team members will benefit greatly from educational opportunities inside and outside their primary areas of tax expertise. A successful tax leader will provide tax professional team members more educational opportunities to grow. Whether you are leading a corporate tax organization or a public accounting firm, there is a wonderful opportunity to connect with great trainers in other specialities. The firm Source Advisors offers a list of complimentary tax courses, and they even develop custom training courses for your tax organization. It is their way to build familiarity with their level of expertise in and build trusted business relationships.

The more effort you put into the professional growth and development of your tax team, the longer they will stay with your organization.

Take this opportunity to contact Eric Larson to arrange complimentary training courses for your tax team(415-730-5247 or Eric.Larson@SourceAdvisors.com) to arrange in house tax training course for your tax team. We set aside a meeting each Monday morning as a warm up to our week and goals to meet. We also communicate what everyone on the team is focused on to encourage team collaboration. This is a wonderful technique to build team support, focus on team projects and retain staff longer.

Contact Eric Larson at Source Advisors to request complimentary tax training for your tax team.
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Join Us For A Complimentary CPE Webinar On §174 Legislative Update and 2023 Recap

REGISTER HERE FOR COMPLIMENTARY WEBINAR

Join us for a CPE webinar on §174 Legislative Update and 2023 Recap. Participants will gain an understanding of any current legislative updates, any new regulations or sub regulatory guidance, and best practices for advising clients on tax accounting changes involving depreciation, the ERTC, R&D costs, and the §163(j) business interest deduction limit.

DATE: Friday, February 9th, 2024 at 11:00 AM EST

REGISTER HERE FOR COMPLIMENTARY WEBINAR

Learning Objectives:

• How to assist business clients in planning for any legislative changes due to H.R. 7024 with respect to R&D costs, bonus depreciation, interest deductions, or the Employee Retention Tax Credit

• Compliance options for 2023 §174 Specified Research or Experimental expenditures in light of current legislation Register for CPE Course!

Prerequisites:
At least two years preparing intermediately complex business income tax returns. No advance preparation is required.

Recommended Credit: 1.0 hour CPE in the field of Taxes delivered by Group Internet Attendance Policy:
To receive credit, attendees must sign in and be present for the presentation and respond to at least three instances of the attendance monitoring mechanisms per hour of instruction
Source Advisors (800) 806-7626

info@sourceadvisors.com SourceHOV Tax LLC dba Source Advisors 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.

REGISTER HERE FOR COMPLIMENTARY WEBINAR – Friday, February 9th 2024

Written by | Posted in 174 Legislative Update • Complimentary Webinar

Complimentary Webinar: Legal Team On IRS Enforcement Initiatives, Tax Court Developments, Property Tax And More

IRS Enforcement Initiatives
Freeman Law Legal and Tax Update 
As businesses face unprecedented challenges, our legal team is here with insights and guidance. Join us as we discuss important developments during these unique times, and bring you up to speed on current initiatives. During this information-filled webinar, our team will cover:

• IRS Enforcement Initiatives
• Recent Tax Court Developments
• Property Tax
• Syndicated Conservation Easement Settlement Initiative
• Bankruptcy Developments

Oct 27, 2020 03:00 PM in Central Time (US and Canada)
Have a question you want legal team to cover?
Contact Jason Freeman via email to ask question.
Written by | Posted in Complimentary Webinar • IRS Enforcement Initiatives

Executive Chairman Paul Brenneke On What’s Happening In Distressed Commercial Real Estate – Wed, Oct. 14th 12:00PM Webinar

Free Webinar On Real Estate

Register for the Sortis Rescue Fund Complimentary Webinar
Wednesday, October 14th 12:00PM – 1:00PM PDT

This recession is proving to be deep and intense enough to create situational distressed investment opportunities, particularly in hospitality, retail, office, and select operating businesses. Join us on Wednesday October 14th at 12:00pm as we discuss the last six months of the Rescue Fund – what went well and what we have learned – and our strategy for the months ahead.

With 30+ years of experience in the commercial real estate industry, Paul Brenneke has been involved in acquisition & development of over $1 billion of properties of all types in the Western US. In the 1990’s his entrepreneurial drive took him into real estate development buying land from banks and distressed sellers, developing over 2,000 lots in the Northwest. Later he diversified into commercial development starting with multifamily and extending into senior housing, mixed-use, retail, hospitality, office & self-storage.

Paul started a loan acquisition/disposition platform in 2008 as a counter cyclical complement to his development activities. That platform along with a related lending and servicing business were acquired in 2017 to become the foundation for Sortis and the Sortis Income Fund. In addition to his current role leading development at Third & Pine, Paul is Executive Chairman of Sortis Holdings. He is responsible for overseeing all investment activity & strategy for the firm.

Register Here For Webinar On Distressed Real Estate

Written by | Posted in Complimentary Webinar • Distresses Real Estate • Real Estate Webinar

Complimentary Webinar Today – Thursday July 23 2020 – Receive Complimentary Tool Kit To Grow Your Tax Clients

Michael Gilburd

You are invited to a complimentary webinar TODAY Thursday, July 23 at 10:00AM PT/1:00PM ET. As business owners and financial advisors who want to thrive in this environment, you will gain a solid foundation and methodology for building a more valuable company.

Learn how to monetize your clients/practice.
Learn how to find and grow ideal clients.
Learn how to optimize value for your clients.

All attendees will receive a complimentary Tool Kit that you can use the day after the webinar to assist you in helping current and future clients.

REGISTER FOR THIS COMPLIMENTARY WEBINAR NOW!

Written by | Posted in Complimentary Webinar • TaxConnections

Complimentary Webinar: The Three Sides To Success: 3 Ways To Create Value For Clients

Complimentary Webinar, Thursday July 23, 2020

You are invited to a complimentary webinar on Thursday, July 23 at 10:00AM PT/1:00PM ET. As business owners and financial advisors who want to thrive in this environment, you will gain a solid foundation and methodology for building a more valuable company.

Learn how to monetize your clients/practice.
Learn how to find and grow ideal clients.
Learn how to optimize value for your clients.

All attendees will receive a complimentary Tool Kit that you can use the day after the webinar to assist you in helping current and future clients.

REGISTER FOR THIS COMPLIMENTARY WEBINAR NOW!

Written by | Posted in Complimentary Webinar

Business Due Date Tracking Solutions Tax Calendar – Complimentary Webinar Thursday, October 10th 2019

Akore Tax Calendar

Join us for a high level overview of AKORE TaxCalendar as we cover:

1. Organize all of your client files in one secure place in the cloud.

2. Easy access year after year so you can find client files easily

3. Alerts – Email alerts to avoid fees for missing filing dates

4. Dashboard- quickly sorts and structures your tax client workload

5. Reports- fast access to workflow status, hours, payments, and status

6. Security- Assign levels of access for staff

7. Keep your clients information safe and secure

The complimentary webinar will be followed by a Q&A session for attendees. Those in attendance will receive a special code to get 14-months of service for the price of twelve.

Register For Complimentary Webinar Thursday,October 10th 2019

 

Written by | Posted in Complimentary Webinar • Tax Calendar

Register For Complimentary Webinar Today: ASC 740 Valuation Allowances

FREE WEBINAR

This complimentary webinar today is an in depth discussion of valuation allowances including evaluating positive and negative evidence, impacts on the tax rates and interim implications. This course includes the implications of the Tax Cuts And Jobs Act. The Instructor is nationally recognized ASC 740 expert Nick Frank.

We invite you to join us today. Webinar Starts within the hour!

Date: Friday, August 16, 2019

Time:12:00Noon PST/11:00AM CT/10:00AM CT/9:00AM PDT

Register Here For Complimentary ASC 740 Webinar

Written by | Posted in ASC 740 Tax Webinar • Complimentary Webinar

Complimentary Webinars – Four 30 Minute ASC 740 Training Classes More Than 1500 Tax Professionals Loved

Free Webinar

TaxConnections has invited Nick Frank to teach four 30 minute lessons on ASC740 under the Tax Cuts And Jobs Act. If you have ever attended one of his webinars, you know he figured out how to make the tax provision easier to do. Nick takes a complex subject and divides it into easy to understand lessons in these 30 minute presentations. His scores have all been rated 95-100% by attendees so you definitely want to register to learn ASC 740 from him in these 4 complimentary webinar sessions.

Register for all complimentary ASC 740 courses on TaxConnections new Tax Events Calendar.

Written by | Posted in Complimentary Webinar

ASC 740 Stock Compensation And Sec 162m – Complimentary Webinar For Tax Professionals – Friday October 19th 2018

Webinar- ASC 740 Stock Compensation

TaxConnections invites corporate tax professionals and tax professionals in public accounting serving corporate clients to attend this complimentary webinar with Tax Reform updates and the tax provision “ASC 740 Stock Compensation And Sec 162m”.

Hosted by leading tax provision expert Nick Frank, Tax Prodigy CEO you will guided you through these issues Friday, October 19th 2018.

Register To Attend Complimentary Webinar

By Leading Expert On ASC 740 Stock Compensation And Sec162m

 

Written by | Posted in Complimentary Webinar • TaxConnections
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