Taxes

Introduction to all forms that will be required to comply with requirement for filing a federal income tax return for a “regular” or “C” corporation. Recognize when a special form is required. Emphasis on what’s new or different from prior years. Discussion Leaders: Lynn Nichols and Ian Redpath

Tax law and rules for compliance can change and require the practitioner to know the change in order to provide the best service to a client. The monthly “Nugget” includes information on court decisions and IRS rulings our experts know should be shared with the client depending on you to avoid trouble and to take advantage of opportunities for reducing the tax bill. Discussion Leader: Ian Redpath

Your tax files contain all the information an “evildoer” would need to steal your client’s identity and wreak havoc in the client’s life. IRS Publication 4557 explains that you are expected to preserve and protect the confidentiality and privacy of that data but does not tell you how to use available tools to organize data collection and preservation. In this program, cyber-security expert, Chris Jenkins, walks you through security risks, the systems you need, and the procedures necessary to protect your clients’ data. Discussion Leader: Chris Jenkins

Are you leaving money on the table and not claiming all the South Carolina tax credits your clients are entitled to? Discussion Leader: Bill Strickland

Learn what the SC legislature and Department of Revenue have done to tax law and regulations and how it can affect your practice. Discussion Leader: Bill Strickland

This program focuses on common terminology used in estate and trust documents in order to assist accountants in dealing with estate and trust issues for clients. Discussion Leader: Ian Redpath

Tax law and rules for compliance can change and require the practitioner to know the change in order to provide the best service to a client. The monthly “Nugget” includes information on court decisions and IRS rulings our experts know should be shared with the client depending on you to avoid trouble and to take advantage of opportunities for reducing the tax bill. Discussion Leader: Ian Redpath

Federal tax compliance is required for a successful business. Many say the tax law is complex. That is, no doubt, true and that complexity is increased by constant changes: the IRS, Tax Court, Congress . . . all making and interpreting tax rules. You must keep up with those changes in order to be a valuable advisor to your clients. Discussion Leader: Ian Redpath

Income tax rules applicable to individual taxpayers change constantly. There are IRS Notices, Rulings, and Court decisions that modify the individual taxpayer’s compliance requirements, tax rates, credits, etc. since last year. Discussion Leader: Ian Redpath