Topics
TAXATION
Prerequisite: Basic understanding of taxation
Advanced preparation: None
Field of Study: Taxes
Level: Overview
Recommended CPE hours: 6*
Objectives: Descriptions are noted below
Delivery Method: Group live
Includes Detailed Coverage of 2025 Tax Act When Passed
2025 Individual Tax Update
Objective: To discuss recent developments related to federal income taxation of individuals including new regulations and other changes related to tax reform.
This course focuses on recent 2025 tax developments related to individuals, including tax changes included in new IRS regulations and procedures. Topics include: including new IRS regulations and revenue procedures, practice planning areas, pending changes and tax reform, and more.
Recommended CPEs: 6 hours. Field of study: Taxes
Business Tax Developments - 2025
Objective: To address recent developments related to the federal income taxation of businesses.
This course addresses tax issues related to businesses including key matters involving C corporations, S corporations, LLCs and partnerships. Topics include: a reassessment the choice of entity, recent regulations and guidance related to pass-through entities, planning for expiring tax provisions, pending changes and tax reform involving businesses, and more.
Recommended CPEs: 6 hours. Field of study: Taxes
Post-Election Estate, Gift, and Retirement Planning Strategies and Update- 2025- Part 1 and 2
Objective: Post-Election Estate, Gift, and Retirement Planning Strategies and Update- 2025- Part 1 and 2
This course addresses estate, gift and retirement planning in light of a new White House administration and imminent tax reform. Topics include the impact of extending the federal estate and gift exemption beyond 2025 and planning, if any, that should be done prior to that date; overview of key provisions that should be included in all trusts; common gift tax errors; planning strategies involving state estate and gift taxes including state tax nexus requirements, common family estate and gift tax issues, and more. Specific topics vary depending on the status of new tax legislation but will include a discussion of pending legislation affecting estate and gift taxation, and more. Recommended CPEs: 6 hours per day.
Recommended CPEs: 6 hours per day (12 hours total). Field of study: Taxes
Latest Asset Protection Strategies for Individuals and Business Owners- 2025
Objective: To address the tax and non-tax aspects of asset protection planning for individuals and business owners.
The session will begin with an overview of the fundamentals of asset protection, the stages of asset protection planning, and the tools associated with each planning stage. More advanced tax-advantaged asset protection techniques will be introduced and discussed with emphasis on appropriate client use of the techniques. Some of the advanced techniques that will be covered include: use of LLCs, corporations, irrevocable trusts, Offshore trusts, and Offshore foundations. A more detailed discussion will include: use of LLCs and “charging orders;” and tenants-by-the entirety arrangements; use of Domestic and Foreign Asset Protection Trusts, the FBAR reporting rules and risk of non-compliance; and integrating the estate planning with asset protection. In particular, the tax consequences and benefits of asset protection tools will be highlighted, as well as the compliance requirements necessary to achieve those tax savings.
Recommended CPEs: 6 hours. Field of study: Taxes
Estate and Gift Planning Strategies and Update- 2025
Objective:To discuss various estate planning strategies prior to the cliff reduction in 2026.
This course addresses estate and gift planning in light of a new White House administration and possible tax reform. Topics include the impact of extending the federal estate and gift exemption beyond 2025; overview of key provisions that should be included in all trusts; common gift tax return errors; common family estate and gift tax issues, and more. Specific topics vary depending on the status of new tax legislation but will include a discussion of pending legislation affecting estate and gift taxation, grantor trusts and use of INGs, sales to grantor trusts, slats, spats, reciprocal and non-reciprocal trusts, planning for the non-US domiciliary and foreign trust, recent case law developments, and more.
Recommended CPEs: 6 hours. Field of study: Taxes
ACCOUNTING AND AUDITING CPE
If you need accounting and auditing credits, we offer numerous self-study courses that qualify for accounting and auditing credit hours.
Conferences:
888-515-3674 - Ext 1
or email conferences@nticpe.com
Self-Study:
888-515-3674 - Ext 2
or email selfstudy@nticpe.com
NTI Webinars
Check out the next event in our Video Conference Series
2025 FASB, SSARS AND SAS UPDATE AND REVIEW
Wednesday, June 4, 2025
Check-in Begins: June 4, 2025 12:10 PM Eastern Time (US and Canada)
Official Start Time: 12:30pm-4:40pm
5 CPEs (3 Accounting, 2 Auditing)
NTI is a premier provider of continuing professional education (resort CPE) geared toward CPAs, attorneys and other professionals. NTI's mission is to offer the finest state-of-the-art resort CPE conferences, seminars, programs available in the country. NTI (Novel Training Ideas) is a division of Fustolo CPE LLC.
NTI is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NTI NASBA Sponsor Number: 103075
CFPs: Please ask for details.
CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hour versus 50 minutes for CPE. Please ask for details.
National Association of State Boards of Accountancy
NTI has entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the IRS.
IRS Approval information: Provider Number: BTYZG