Event Search
Live Webcast
WF000726: Don Farmer’s Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies
- Online
- Event Code: WF000726
- External ID: WF000726
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT deduction limitation, alternative minimum tax (AMT) interactions, charitable contribution timing, and medical expense planning. Through real-world examples, the course emphasizes how to optimize itemized deductions using bunching strategies, state tax ... More Info
Live Webcast
WF000826: Don Farmer’s Passive Activity Losses: Navigating Real Estate & K-1 Limitations
- Online
- Event Code: WF000826
- External ID: WF000826
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course explores the complex passive activity loss (PAL) rules under §469 with a focus on real estate activities and partnership K-1 reporting. Participants will learn how material participation, real estate professional status, grouping elections, and disposition rules affect the deductibility of losses. Practical examples demonstrate how PAL rules interact ... More Info
Live Webcast
WF000926: Don Farmer’s Partnership Basis Deep Dive: Inside vs. Outside Basis
- Online
- Event Code: WF000926
- External ID: WF000926
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course provides an in-depth examination of partnership basis concepts, focusing on the distinction and interaction between inside and outside basis. Participants will analyze contributions, allocations, distributions, liabilities, and basis adjustments that commonly lead to reporting errors. Emphasis is placed on reconciling partner capital accounts, K-1 reporting, and tax basis ... More Info
Live Webcast
WF001026: Don Farmer’s Top 10 Partnership Return Issues & How to Avoid Them
- Online
- Event Code: WF001026
- External ID: WF001026
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation rules to disguised sales, debt allocations, and partnership audit exposure, even experienced CPAs can encounter technical pitfalls that create significant financial and professional risk. This two-hour program examines the top ... More Info
Live Webcast
WF001126: Don Farmer’s Trusts, Estates & Gift Tax Forms
- Online
- Event Code: WF001126
- External ID: WF001126
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This intermediate-level course provides a focused review of federal income and transfer tax reporting for trusts, estates, and taxable gifts. Participants will examine key reporting requirements and filing mechanics for Forms 1041 and 709, including income distribution deductions, Schedule K-1 reporting, and taxable gift calculations. The course emphasizes fiduciary accounting ... More Info
Live Webcast
WF001226: Don Farmer’s Section 199A Deduction: Complex Ownership & Aggregation Rules
- Online
- Event Code: WF001226
- External ID: WF001226
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
This course addresses advanced §199A issues affecting partnerships, S corporations, and complex ownership structures. Participants will examine aggregation elections, SSTB limitations, W-2 wage and qualified property tests, and tiered entity complications. The course emphasizes practical application and documentation requirements to support the qualified business income deduction. MAJOR TOPICS * Overview ... More Info
Live Webcast
WF001326: Don Farmer’s Section 1202 QSBS: Qualification, Planning & Exit Strategies
- Online
- Event Code: WF001326
- External ID: WF001326
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course provides a comprehensive review of §1202 qualified small business stock (QSBS) rules, from initial qualification through exit planning. Participants will examine entity eligibility, active business requirements, holding period issues, redemptions, and multi-year sales strategies. Case studies highlight common QSBS failures and planning techniques to preserve the exclusion. MAJOR ... More Info
Live Webcast
WF001426: Don Farmer’s Stock vs. Asset Sales: Tax Impact for Buyers & Sellers
- Online
- Event Code: WF001426
- External ID: WF001426
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course compares the tax consequences of stock and asset transactions from both buyer and seller perspectives. Participants will analyze basis step-ups, depreciation implications, allocation rules, and elections under §§338 and 336(e). Case studies illustrate negotiation considerations and after-tax outcomes. MAJOR TOPICS * Overview of Stock and Asset Transaction Structures ... More Info
Live Webcast
WF001526: Don Farmer’s Foreign Trusts & Accounting Method Changes for Forms
- Online
- Event Code: WF001526
- External ID: WF001526
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This intermediate-level course provides a focused review of federal reporting requirements related to foreign trusts and accounting method changes. Participants will examine filing obligations associated with Forms 3520 and 3520-A, including ownership, distribution, and reporting triggers. The course also addresses accounting method change procedures, including Form 3115 filing requirements, automatic ... More Info
Seminar/Workshop
F0000126: Federal Tax Update
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: F0000126
- External ID: F0000126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed. In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that ... More Info
Live Webcast
WF000126: Federal Tax Update
- Online
- Event Code: WF000126
- External ID: WF000126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed. In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that ... More Info
Seminar/Workshop
F0000226: Individual Income Tax Update
- DoubleTree by Hilton Hotel Raleigh-Durham Airport
- Event Code: F0000226
- External ID: F0000226
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you’ll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas ... More Info
Live Webcast
WF000226: Individual Income Tax Update
- Online
- Event Code: WF000226
- External ID: WF000226
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you’ll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas ... More Info
Seminar/Workshop
F0000326: Corporate/Business Income Tax Update
- DoubleTree by Hilton Hotel Raleigh-Durham Airport
- Event Code: F0000326
- External ID: F0000326
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key planning considerations for the upcoming filing season. Topics include major new tax legislation, recurring compliance issues, and areas that frequently ... More Info
Live Webcast
WF000326: Corporate/Business Income Tax Update
- Online
- Event Code: WF000326
- External ID: WF000326
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key planning considerations for the upcoming filing season. Topics include major new tax legislation, recurring compliance issues, and areas that frequently ... More Info
Live Webcast
WF000426: Federal Tax Update
- Online
- Event Code: WF000426
- External ID: WF000426
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Live Webcast
WF001626: Don Farmer’s Difficult Tax Forms
- Online
- Event Code: WF001626
- External ID: WF001626
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This intermediate-level course provides a focused review of complex and frequently misunderstood federal tax forms encountered in business and individual tax compliance. Participants will examine selected forms that present heightened technical complexity, increased documentation requirements, or significant penalty exposure. Emphasis is placed on reporting mechanics, computational challenges, and common compliance ... More Info
Live Webcast
WF000526: Individual Income Tax Update
- Online
- Event Code: WF000526
- External ID: WF000526
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Live Webcast
WF000626: Corporate/Business Income Tax Update
- Online
- Event Code: WF000626
- External ID: WF000626
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key planning considerations for the upcoming filing season. Topics include major new tax legislation, recurring compliance issues, and areas that frequently ... More Info
Live Webcast
WF001726: Don Farmer’s Reasonable Cause Penalty Abatement: What Actually Works
- Online
- Event Code: WF001726
- External ID: WF001726
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course focuses on practical strategies for obtaining IRS penalty abatement based on reasonable causes. Participants will review statutory standards, IRS administrative guidance, and real-world success factors. Emphasis is placed on documentation, narrative development, and distinguishing reasonable cause from first-time abatement. MAJOR TOPICS * Overview of IRS Penalties and Abatement ... More Info
Live Webcast
WF001826: Don Farmer’s IRS Notices Every Tax Pro Should Recognize & How to Respond
- Online
- Event Code: WF001826
- External ID: WF001826
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence. MAJOR TOPICS * Overview of IRS ... More Info