Internal Revenue Service Code Section §1031:“No gain or loss shall be recognized on the exchange of property held for productive use in a trade or business, or for investment purposes if such property is exchanged solely for property of like-kind, which is to be held for productive use in trade or business or for investment...

Your clients with IRAs, 401(k)s, 403(b)s or other qualified accounts have a big tax bill coming their way.  They will face:Required Minimum Distributions.Growing tax bill as accounts grow.Beneficiaries with the tax burden for required account liquidation within 10 years.The IRS is in control.  In this session learn a little known strategy that will:Reduce your client's...

Learn how to build and defend well-supported tax positions while minimizing exposure to penalties and preparer risk. This course focuses on effective tax research techniques and documentation practices that withstand scrutiny and support ethical, defensible client advice.

As the cost of higher education continues to climb, paying for college has become a much bigger strain on the wallets of American families. For this reason, a greater value has been placed on education planning. However, knowing how financial aid and education credits fit together is a challenge for the practitioner. Perhaps an even...

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Tax Code series takes a look at recent changes to tax law from a practitioner perspective. We don't just hurl code...