This intermediate-level course provides a focused review of complex and frequently misunderstood federal tax forms encountered in business and individual…
This intermediate-level course provides a focused review of federal reporting requirements related to foreign trusts and accounting method changes. Participants…
This course compares the tax consequences of stock and asset transactions from both buyer and seller perspectives. Participants will analyze…
This course provides a comprehensive review of §1202 qualified small business stock (QSBS) rules, from initial qualification through exit planning….
This course addresses advanced §199A issues affecting partnerships, S corporations, and complex ownership structures. Participants will examine aggregation elections, SSTB…
This intermediate-level course provides a focused review of federal income and transfer tax reporting for trusts, estates, and taxable gifts….
Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation…
This course provides an in-depth examination of partnership basis concepts, focusing on the distinction and interaction between inside and outside…
This course explores the complex passive activity loss (PAL) rules under §469 with a focus on real estate activities and…
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT…