Taxes

Learn how the landscape for NEXUS is rapidly changing for different types of taxes, especially sales and income. Discussion Leader: Bill Strickland

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 fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. Discussion Leader: David Peters

Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process. Discussion Leader: David Peters

The sheer number of sources of tax law can be overwhelming when you are first starting off as a practitioner. How do you differentiate between each one? What does each of them do? And what happens when there are conflicts between them? Through simple, plain language explanations and examples, this course gives the new practitioner an introduction total law. It talks about the types of primary authority and how they interact with each other. Discussion Leader: David Peters

This program focuses on preparation of Form 990 for tax-exempt entities and the most commonly applicable Schedules. Included is some discussion of Forms 990EZ, 990-N and 990-T. Discussion Leader: Ian Redpath

The last year has been full of surprising shifts, from increasing inflation and talent shortages to the rise of artificial intelligence. These shifts have all had an impact on tax policy. Learn how changing consumer and technology trends are shaping the future of tax legislation and how it may affect your 2024 tax obligations. Discussion Leader: Sc

Transfer pricing is widely considered the most contentious tax issue for multinational companies. In this practically-focused seminar, our transfer pricing economist provides insights on the fundamentals of US and international cross-border pricing rules. He also reviews practical strategies that companies and their advisors can utilize to assess transfer pricing risks and opportunities, based upon 25-plus years of US and international transfer pricing experience. Discussion Leader: Alex Martin