2011 Income Tax Seminars - Information & Registration
Cutting edge 2011 Income Tax Seminars are held during the Fall and early Winter in cities throughout Arizona - Illinois - Texas and Wisconsin for tax professionals like you.
Earn continuing professional education (CPE) credits while learning tax law and practice tips from experienced tax practitioners. Receive recent tax law through interactive discussions, real world examples, and excellent course materials. Stay up to date with the free BTB Tax News Update.
Tax Seminars for Tax Professionals: Agendas, Locations & Pricing
Each of our top-notch, fast-paced seminars are designed for all levels of tax professionals: experienced and entry level CPA's, tax return preparers, tax attorneys, EA's, insurance specialists, accountants, financial planners, small business owners and others in the tax field.
Review the Tax Seminar Agendas below, and learn important tax practice tips, rules and laws, while earning continuing education credits (CPE), in cities near you:
- Arizona: Flagstaff, Mesa, Phoenix, North Phoenix, Scottsdale & Tuscon
- Illinois: Chicago - North/NE, Chicago - West, & Chicago - South/SW
- Texas: Arlington (NEW location), Dallas & Houston
- Wisconsin: Brookfield (Midway), Brookfield (Sheraton), Eau Claire, Green Bay, Janesville, La Crosse, Madison, Milwaukee, Milwaukee - North, Oshkosh, Racine, Superior & Wausau
View All Locations & Dates - Small Business Tax Workshops - Online Tax Webinars
Agenda Summaries of Part I & Part II Tax Seminars:
(Or View PDF Tax Seminar / Tax Workshop Brochure for all Arizona, Illinois, Texas & Wisconsin Tax Seminars)
2011 Part I Update and Review - Back To Basics Income Tax Seminars
Taxing Topics: Various tax issues and a compilation of the most popular tax questions received from our seminar participants. This session has become one of our more popular as we address common tax issues practitioners face during tax season. Topics include: IRS recommendations for registering paid preparers, new tax law, rulings, cases and other federal developments including the new estate basis adjustment rules.
Schedule A – Itemized Deductions: From medical expenses to casualty losses, to unreimbursed employee business expenses, we will review the rules associated with Form 1040, Schedule A and discuss the related substantiation requirements for purposes of various itemized deductions.
Form 5329 – Additional Taxes on Qualified Plans: This section will review the proper treatment of an early distribution from a qualified retirement plan and review the various penalty exceptions under Code Sec. 72(t). We will also review the rules and related withholding requirements for a qualified rollover.
Installment Sales – Form 6252: An in-depth analysis of installment sales with completed forms. Plus, a detailed review the depreciation recapture and unrecapture rules. Completed forms section to include Sch. D and Form 4797. We will also cover the special rules for related party sales and Section 1245 property.
Same Sex Domestic Partner Relationships: Designed to address the tax issues of a growing segment of the taxpaying public arising out of the recognition of domestic partners and same-sex couples under state law, including claims to dependency exemptions, child credits and head of household filing status.
Tax Planning: Tax strategies to help high net worth individuals reduce the impact of federal income taxes and estate and gift taxes. We will review the highly requested topic of Puts and Calls and discuss why investors have them and how to report them from an income tax perspective. .
Objectives: Upon completion of this course you will be able to:
- Identify the filing status options for domestic partners under current state law.
- Complete Form 2106 for unreimbursed employee business expenses.
- Identify and compute the additional tax due for an early distribution from an IRA.
- Understand the rules for an involuntary conversion and other casualty losses.
- Recognize an installment sale and how to complete Form 6252.
"This is one seminar I won't miss. Always interesting and have all the new updates." Deborah Wilson
2011 Part II Update and Review - Back To Basics Income Tax Seminars
Federal Update – A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2011 tax returns, with a line-by-line explanation and analysis of difficult areas. We will also provide numerous practical and useful illustrations to have you “up and running” for next tax season.
Complete Analysis of New 2011 Tax Legislation – An in-depth discussion of the new tax bills passed in late 2010, and any additional tax laws during 2011 that will affect the 2011 income tax return, as well as tax planning ideas for your clients.
Wisconsin / Arizona / Illinois Update – Expanded coverage for Wisconsin, Arizona, or Illinois state law covered in your respective state. Coverage of the most current recent tax law changes for 2011. Plus, a review of any new state tax forms and recent state court cases and new developments for this tax season.
Texas - As Texas has no state income tax, we will have expanded federal coverage of the Schedule C and the sale of a Schedule C business – Form 4797 and 8594.
Objectives: Upon completion of this course you will be able to:
- Understand the new changes to the most recent state and federal tax legislation.
- Complete Form 1040 for the 2011 filing season.
- Provide your clients with planning considerations for the upcoming year. Only Until June 15 - 1 day/$195; 2 days/$290; all 3 days only $400
Past Tax Seminar Agendas - 2010 FALL TAX SEMINAR AGENDA
2010 Fall Income Tax Seminars - Part I
Taxing Topics: Various tax issues and a compilation of the most popular tax questions received from our seminar participants. This session has become one of our more popular as we address common tax issues practitioners face during tax season. Topics include: IRS recommendations for registering paid preparers, new tax law, Rulings, Cases and Other Federal Developments.
Social Security, SSI and Disability Benefits: An overview of DI definitions, taxable & non-taxable coverage of DI benefits. We also look at the tax treatment of SSI and workman’s compensation benefits. Social Security taxation and lump-sum tax treatment under IRC §86(e). Plus, a comparison of benefits received at age 62 vs. full retirement age.
Estate Tax Issues & Life Estates: Regardless of what compromise Congress reaches, a retroactive application of the estate tax or GSTT will raise concerns. We will address those concerns and review what is applicable for your clients. What are the basis implications? A review of life estates to include creation of a life estate, with completed forms and rules for a subsequent sale of the property prior to the demise of the grantor.
Foreign Tax Credit - Form 1116: More investments today create foreign taxes paid than in previous years. This section will provide an overview of unearned income, paying foreign taxes, how to obtain foreign tax credit, with examples and completed Form 1116 made understandable.
Schedule E – Rental Property: An in-depth analysis of rental property. Topics include; temporary rental of principal residence, vacation home rules, fair market rental value rules, when rental income belongs on Schedule C not Schedule E, active participation rules and requirements, with a complete review of “real estate professionals”. Plus an analysis of who qualifies as a real estate professional, the required forms, and record keeping requirements.
Tax Planning Strategies: Geared toward current tax law and economic changes that we, as tax professionals, will be dealing with during 2010. Retirement plan coverage includes Roth conversions for 2010 (facts vs. fiction); RMD, pre-59 ½ distributions [72(t)], trusts as beneficiaries, Roth 401(k) vs. Traditional deductible 401(k) analysis. LTCG rules and analysis and analysis for 2010 and beyond (2010 is the last year of 0% LTCG!) along with an array of other topics, opportunities and pitfalls to watch for.
Objectives: Upon completion of this course you will be able to:
- Understand the IRS recommendations for registering paid preparers.
- Complete an election for lump-sum social security benefits under IRC §86(e).
- Determine when to file an estate return and indentify what is included in the estate.
- Complete Form 1116 for taxes paid to a foreign country.
- Understand the passive loss rules from rental real estate activities.
- Understand the tax treatment for Long-Term Capital Gains in 2010.
- Understand the 2010 RMD rules for Individual Retirement Accounts.
2010 Fall Income Seminar - Part II Details Summary for Arizona & Wisconsin
Federal Update: A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2010 tax returns, with a line-by-line explanation and analysis of difficult areas. We will also provide numerous practical and useful illustrations to have you “up and running” for next tax season.
Complete Analysis of New 2010 Tax Legislation: An in-depth discussion of the new tax bills passed in late 2009, and any additional tax laws during 2010 that will affect the 2010 income tax return, as well as tax planning ideas for your clients.
ILLINOIS UPDATE - As our Illinois seminars are held in the northern cities of Illinois, we will review both Illinois and Wisconsin tax law. This is a major section of our update program accounting for approximately 1/4 of the entire day. This will include a review of the more confusing forms, as well as analysis of law changes that will affect your clients for the 2010 and beyond tax seasons.
TEXAS - As Texas has no state income tax, 1/4 of the day will be spend reviewing C Corporations from beginning to end. This will include forming a C Corporation, operating a business as a C Corporation and the sale/liquidation of a C Corporation. This Section will be packed with examples, completed forms and tax saving techniques.
ARIZONA & WISCONSIN UPDATES: Back again for 2010 - Expanded coverage for Wisconsin and Arizona! Packed with Wisconsin and Arizona updates, recent law changes for 2010. Plus, a review of any new state tax forms and recent state developments.
Objectives: Upon completion of this course you will be able to:
- Understand the new changes to the most recent state and federal tax legislation.
- Complete Form 1040 for the 2010 filing season.
- Provide your clients with planning considerations for the upcoming year.
- Identify the pension plan limits for 2010.
- Identify the Social Security cost-of-living adjustments for 2010.
"This is one seminar I won't miss. Always interesting and have all the new updates." Deborah Wilson
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