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Self-study Course

Trending Topics and Tax Strategies

7 CPE for AFSP, EA, CPA, CRTP

Fees

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Trending Topics and

Tax Strategies

$0

$169

$214

$225

Trending Topics and

Tax Strategies with

print book

$39

$208

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$277

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Summary

Tax planning is an essential part of the services you offer. This course will cover common situations in which you’ll need to be prepared to develop a tax strategy for your client. Trending topics include how to handle a client’s sale of business with a focus on partnerships, corporations and S corporations; a look into fringe benefits and the proper tax treatment; how to handle unique rental property scenarios; and how net investment income tax (NIIT) can impact taxpayers. To help you understand the practical application of tax strategies, we’ll include examples that demonstrate how tax planning can be customized to meet the unique needs of different clients. 

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As the IRS continues its enforcement efforts, taxpayers will see an increase in notices. You’ll also learn how you can help your clients address CP notices and the different kinds of representation you can add to the services you offer.

Objectives

Upon completion of this course, you will be able to:

  • Analyze the tax impacts of selling a partnership, S corporation or C corporation 

  • Determine the tax treatment of fringe benefits 

  • Report unique rental property activities such as conversions of a primary residence and short-term rentals 

  • Calculate NIIT 

  • Summarize how tax professionals can assist clients with IRS interactions

Course details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.

 

Course Year: 2023
Course Level: Update
Prerequisite: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: QAS Self Study

How to earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

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Self-study courses and exams generally expire one year from the date of purchase.

Cancellation policy

Because this is an online education offering, it is nonrefundable.

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