Prerequisite: Basic understanding of taxation
Advanced preparation: None
Field of Study: Taxes
Recommended CPE hours: 6*
Objectives: Descriptions are noted below
Delivery Method: Group live
All Courses Include Coverage of New Tax Legislation
2022 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 2022 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
Recommended CPEs: 6 hours. Field of study: Taxes
Business Tax Developments - 2022
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.
Recommended CPEs: 6 hours. Field of study: Taxes
2022 Estate, Gift, Benefits and Retirement Planning Update - Parts 1 and 2
Objective: To discuss a variety of new developments related to estate, gift, employment benefits and retirement planning, including the impact of new regulations and pending tax reform. This course deals with recent 2022 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.
Recommended CPEs: 6 hours- Part 1, and 6 hours- Part 2. (12 hours total) Field of study: Taxes
Income Tax and Lifetime Planning for Families - Parts 1 and 2
Objective: To discuss a variety of unique tax and financial planning issues related to families and their members; including recent tax changes under the Tax Cuts and Jobs Act, CARES Acts, American Rescue Plan Act, and Infrastructure Legislation that affect such planning.
This course reviews current legislative tax changes that impact tax planning issues confronted in family circumstances; such as planning for couples contemplating divorce, nontraditional families and couples, parents of children caring for those with special needs and the expanded definition of disabilities, as well as unique financial and tax planning issues that pertain to these special circumstances. This course also focuses on the financial and tax planning issues involving the role of government benefits (Supplemental Security Income, Social Security Disability Income, Medicare, and Medicaid), and both the tax and non-tax issues with regard to ABLE accounts and special needs trusts (both first party and third party).
Recommended CPEs: 6 hours Part 1, 6 hours Part 2 (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.
FLEXIBLE CANCELLATION POLICY - See Conference Dossiers for Details
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