Preview Webinars

View short previews or our live and on-demand webinars to get a better feel for the kind of content we provide.

International Withholding Tax Requirements Beyond the United States

April 3, 2014

In this quick 10 minute preview of our upcoming live webinar, “International Withholding Tax Requirements Beyond The United States”, we will briefly review some of the recent trends by tax administrators around the World to use informational reporting mechanisms to scope out withholding tax underreporting. Increasingly, tax administrators are not just asking about transactional activity but are looking to understand the Global enterprise of multinational organizations. They want to know where are the functions, risks, intangibles, and interaction with suppliers and customers. Now more than ever, it is important to document and understand your organizational flows of income.

Financial Reporting Under FASB 117-1 After Enactment of UPMIFA

April 1, 2014

In this brief preview of the upcoming live webinar “Living with the Uniform Prudent Management of Institutional Funds Act” (UPMIFA), we will concentrate on only one aspect of the challenges inherent in advising non-profits about how to report endowment funds on financial reports. Non-Profit organizations often receive conflicting advice from their accountants on what standards for disclosure in their financial statements are required under the current guidance from Financial Accounting Standard Board (FASB-117-1, as opposed to the legal guidance delivered to them based on UPMIFA. Worse, some non-profits are even receiving conflicting legal guidance as to whether the accountants are correct in their common guidance to Boards to act as though the processor statute, Uniform Management of Institutional Funds Act (“UMIFA”), with its bright line test of Historical Dollar Value (“HDV”) was still the governing law. Who is correct and what should a concerned Board member conclude from the uncertainty?

Trusts as Beneficiaries of Retirement Plans

February 3, 2014

This 10 minute preview segment taken from our live upcoming webinar on March 19, 2014 titled IRA and Qualified Plan Distributions will focus on the issues involved when naming a trust as beneficiary of a retirement account. The webinar will address the requirements that must be satisfied for a trust to qualify as a designated beneficiary of a retirement account and common mistakes that are made when utilizing a trust for these purposes.

Avoiding Potential Pitfalls of Raising Capital

January 20, 2014

In this quick 10 minute preview of our upcoming live webinar, “Avoiding Potential Pitfalls of Raising Capital,” we will review briefly one of the new and ground-breaking methods a issuer may utilize to raise capital through general advertising and public solicitation in offers exempt from SEC registration under Regulation D. Although the JOBS Act now permits public solicitation under certain circumstances, the SEC has promulgated amendments to Regulation D which further define those circumstances and impose strict requirements which, if not followed, will lead to the loss of the exemption and result in potential liability. This webinar segment will discuss the new regulations and the requirements that must be satisfied.

Depreciation Methods, Lives, and Conventions

December 12, 2013

One of the more significant accounting issues companies face is the acquisition of capital assets. While the acquisition has an immediate impact on the business' operations, and most likely on its cash flow, it is the accounting professional's responsibility to make sure the assets are being properly depreciated. This 10 minute segment from our full on-demand webinar, "Navigating Form 4562: Your Complete Guide to Depreciation and Amortization," will walk through Depreciation Methods, Lives, and Conventions.

Update on Current Economic Nexus Standards in State Taxation

November 22, 2013

In this quick 10 minute webinar based on our full on-demand webinar, we will discuss recent taxpayer victories and the re-emergence of a state’s need to satisfy the due process requirement to sustain a nexus finding. Is there a meaningful exploitation of the state’s markets to establish nexus?

Applying the 2% Rule to Estates and Trusts

September 9, 2013

This 10 minute segment is taken from our full OnDemand Webinar, entitled "Navigating Form 1041." One of the issues facing preparers is the application of Section 67(e), the 2% AGI rule, to estates and trusts. Much litigation has taken place over the last 20 years concerning this issue. In 2008, the US Supreme Court resolved the issue in M. J. Knight v Commissioner. Discover how the Court ruled and how it applies today.

On Cloud Nine: Sales Taxation of Cloud Computing

September 5, 2013

Does your company purchase or sell Cloud-based products? Many sales tax practitioners view Cloud computing as one of the most problematic areas of sales tax. Watch this preview webinar to clear up any confusion you may have on cloud computing taxation.

Tax Treatment of Gift Card and Certificate Sales

July 24, 2013

Gift Card sales by credit card companies, restaurants, and merchants have exploded in recent years. CEB TowerGroup Research estimates that gift card sales will reach $130 billion by 2015 and gift card giving will grow from $3 billion in 2012 to $16 billion in 2015. According to Wikipedia, gift cards rank as the second-most given gift by consumers in the US. With the vast increase in gift cards sales, has come significant scrutiny by the IRS of the tax treatment of gifts cards. In this 10-minute segment of our full on-demand webinar, “Tax Treatment of Gift Card and Certificate Sales,” Ellen McElroy will review the recent IRS initiatives and published guidance involving gift cards. The program will also identify tax planning opportunities as well as outstanding issues regarding the treatment of gift cards.

Tax Aspects of Qualified Conservation Contributions

June 26, 2013

The “qualified appraisal” is a key to any conservation easement, and is often the most litigated aspect of any dispute that goes to court. The taxpayer or advisor who understands the appraisal process, including the basics of the Uniform Standards of Professional Appraisal Practice (“USPAP” in the acronym) can best plan to minimize the effect of a likely IRS exam, and to make decisions regarding any administrative settlement or court response to any deficiency claimed by the US Treasury. In this 10 minute webinar, from an overall presentation concerning Charitable Conservation Easements, Bill Sylvester will discuss various valuation techniques and issues, as well as prior Tax Court and Court of Appeals decisions dependent upon appraiser testimony for their ultimate disposition. This topic is critical for potential donors of conservation easements, and is also very useful for other charitable planning which involves the valuation of real estate.

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