Taxes

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: David Peters

Introduction to all forms necessary to comply with requirement for filing a federal income tax return (and report) for a partnership and providing information to its partners. Recognize when special forms are required. Emphasis on what’s new or different from prior years and maintaining information on partners’ capital accounts. Discussion Leader: David Peters

This program focuses on application of the tax accounting rules confronted by practitioners in handling estates and trusts for income tax purposes. Included is the impact on the beneficiaries. Discussion Leader: Grant Keebler

The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. And how do you know if someone is a real estate professional? In this course, we will explore all of these issues and many more! Through real-world examples and discussion, this episode in our Understanding Real Estate Taxation series will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Discussion Leader: David Peters

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