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 Planning for the Upcoming Expiring Tax Law Changes
2024 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 2024 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 - 2024
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
New Developments: Estate, Gift, and Retirement Planning - 2024 - Part 1 and 2
Objective: To discuss a variety of new developments related to estate, gift and retirement planning, including the impact of new regulations and pending tax reform.
This course deals with recent cases and rulings, regulations and other changes related to estate planning including those affecting business valuations, discounts, hot topics, planning strategies, and more. Specific topics vary depending on the status of tax legislation but will include a discussion of pending legislation affecting estate and gift taxation, retirement tax issues, and more. This course will also discuss tax planning for estate and gift taxation in anticipation of the expiring estate and gift tax provisions at the end of 2025.
Recommended CPEs: 6 hours. Field of study: Taxes
Tax and Financial Planning Issues for Today’s Family - 2024 - Part 1 and 2
Objective: To discuss a variety of unique tax and financial planning issues related to families and their members; including tax changes under the Tax Cuts and Jobs Act, CARES Acts, American Rescue Plan Act, Infrastructure Legislation, and SECURE 2.0 that affect such planning.
This course reviews current and proposed legislative tax changes that impact tax planning issues confronted in family circumstances; such as planning for couples contemplating divorce, nontraditional families and couples, home ownership issues, and benefits available to assist parents of children caring for those with disabilities. Topics include: review of current legislative environment impacting families and family structures; discussion of the evolving IRC definition of the “family” including unusual tax and financial planning issues involving nontraditional families, divorcing couples, and single parent households; analysis of the expanded definition of dependent for QC and QR and its impact on SSI on the dependency exemption; discussion of specific tax and financial issues involving families with special needs including use of special needs trusts, qualifying for government benefits including SSI and SSDI, income tax considerations and use of ABLE accounts; review of unique medical expenses and financing for family care; taxation issues involving the primary and second residence/vacation home including tax traps, gain exclusion, placing homes in trusts and LLCs, and allocations of gains for the business use; review of tax implications of social security including the timing to start taking benefits, surviving spouse issues; use of 529 plans; understanding tax planning opportunities with family members including kiddie tax implications for individuals and their trusts, and more. The course will include examples containing many of the tax and financial planning issues addressed and how planners need to identify, address, and resolve the issues.
Recommended CPEs: 6 hours each day (12 hours total). 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
2024 FASB, SSARS AND SAS UPDATE AND REVIEW
Tuesday, June 18, 2024
Check-in Begins: Jun 18, 2024 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