Tax Live Webinars

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation.

Every year over $200 billion of life insurance policies lapse or get surrendered that could have been sold, which puts insureds in a bad financial position. Many fiduciaries to those families...

Networking Tips and Best Practices

Learn tips to gain exposure, build professional relationships, and make the most out of networking events.

COVID-19 has certainly changed the way we network and meet other business professionals we can partner with or possibly become our clients. The good thing is that not all of the changes have...

How to Handle Travel Pay Legally

Stay compliant with federal laws and make sure you’re compensating travel pay correctly.

Many companies do not understand how to compensate an employee correctly for time spent traveling to destinations other than a regular work site. Many companies send employees to conferences and other work...

Tax Reporting of Business Property

Learn about the solutions available to owners of business personal property (BPP) to avoid gross over-assessment.

Business personal property is routinely valued at 150 to 200% of fair market value, with the exception of inventory and vehicles. Inaccurate appraisal district straight-line depreciation...

Understanding CAN-SPAM and How to Stay Compliant

Learn how to avoid liability by sending compliant emails and honoring opt-out requests as required by law.

By attending this course, you will gain a clear understanding of how to send legal, commercial email messages. You will also learn best practices in creating policies and procedures to ensure...

Fundamentals of Indemnification

Understand the fundamental purpose of contractual indemnification and consider how it might function in any given contract.

Many non-attorney businesspeople enter into contracts that include indemnification provisions without understanding what those provisions can do. Either party, the one giving...

Payroll Overpayment Challenges: Legal and Practical Implications

Overpayments happen; make sure you know how to recover the money properly and avoid any possible legal repercussions.

Errors happen, but when they happen in payroll and employees are overpaid, it is a minefield to understand how much can be deducted from employees’ future pay. Federal and state...

IRS Regulations Under Section 451(b) and (c)

Learn to identify options and methods to limit or defer the recognition of income via certain provisions contained within Section 451 regulations.

Income and its recognition is the starting point for all for-profit entities as they determine their ultimate tax liability for a given tax year. The...

Avoiding Breakdowns in Communication

Understand the common causes of communication breakdowns and create strategies to communicate more effectively.

British playwright George Bernard Shaw is attributed with saying, “The biggest problem with communication is the illusion we have achieved it.” Too often, we assume that the people...

Tax Planning and Guidance for Business Travel and Deductions

Gain a better understanding of travel deductions allowed under the federal tax code and ensure your records will stand the test of a tax audit.

Learn the specifics of documenting business travel meal expenses to ensure you can take full advantage of the deduction allowed under the federal tax code....