Taxes

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...

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...

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the foundation of most people's retirement planning - qualified plans. We will discuss the types of qualified plans, how...

Creating a trust is only half the equation. Without proper funding, even the most carefully drafted trust document may fail to achieve its intended goals—leaving assets exposed to probate, creditors, family disputes or unintended disposition. This course provides a practical guide to funding revocable and irrevocable trusts, covering the mechanics of retitling property, common pitfalls that...

In the early days of a small business, the owner is often putting every dime they have back into the business. Once the business starts to make money, the question often arises as to how to get money out of the business in the most tax-advantageous way possible. In this course, we will explore this...