BRASS TAX PRESENTATIONS

Topics Discussed In Previous Years

Stocking Your Tax Tool Box 

 

 

Year 2007 Topics

  • A Taxing Challenge—Comparing Your Answers To Other “Experts” On A Sample Tax Return.
  • Mortgage Interest Deductions—A Review Of The Rules.
  • My Client Disposed Of A Vehicle—A Review Of What To Do!
  • These Areas Still Confuse Me—Testing Your Tax IQ On Many Short, Quick Topics.
  • Sneak Peak On Some Of The New 2007 Laws.

2006 Topics

  • Tax Deferred Exchanges--A Cookbook.
  • Stock Options—You Can Understand And Master Them.

Year 2005 Topics

  • E-Filing Income Tax Returns--A Office Management Guide.
  • Sale Of Residence--Tricky Questions.
  • Divorce--Income & Basis Issues.
  • Social Security.
  • Medical Deductions--Nursing Homes & Lifetime Care Facilities.
  • Saving For Education.
  • California Property Tax Issues.
  • Deducting Mortgage Interest.
  • Investment Losses.
  • Claim Of Right.
  • Alternative Minimum Tax Questions.

Year 2004 Topics

  • Client Interview Sheets--Tracking Basis Of A Personal Residence.
  • Health Savings Accounts--A First Look.
  • Depreciation Dilemmas--Depreciation Issues.
  • Auto Deductions--The Full Story.
  • Understanding Business Assets--Section 1231, 1245 & 1250 Assets.
  • Buying And Selling A Business--Buyer And Seller Have Different Goals.
  • Depreciating After A Tax-Deferred Exchange--New Regulations.
  • Military Family Relief Act Of 2003--A Deadline is Looming.

Year 2003 Topics

  • Sale Of Residence--New Regulations.
  • Estate Tax Planning.
  • IRD--Income In Respect Of A Decedent.
  • Testing Your Rental Tax IQ (Basis, "Renting" Activities & Passive Losses).
  • Overview Of The Jobs & Growth Tax Relief Reconciliation Act (JGTRRA) Of 2003.

Year 2002 Topics

  • Handbook for Tax Deferred Exchanges.
  • How To Title Assets.
  • Property Tax Issues.
  • Retirement Plan Distributions--Final 2001 Regulations For Lifetime & Death Distributions..
  • Overview Of The Job Creation & Worker Assistance Act (JCWAA) Of 2002.

Year 2001 Topics

  • Marriage Penalty--What Does It Really Mean?
  • Stock Options--The Whole Story.
  • How To Save And Pay For College.
  • IRA Distributions--New 2001 Regulations For Lifetime & Death Distributions..
  • Preview Of The 2001 Tax Act

Year 2000 Topics

  • When To Refuse E-Filing.
  • Section 1031 Exchange--How To Depreciate The New Basis.
  • Keeping A Permanent File On Clients.
  • Sale Of Mixed-Use Residences.
  • Minimizing SE Tax In A Small Business
  • There's Been A Death In The Family--Estate, Trust & Gift Tax Issues In Detail.

Year 1999 Topics

  • New Preparer ID Number.
  • California Basis In Retirement Plans.
  • Reporting Tax Deferred Exchanges The Easy Way.
  • Non-Cash Charitable Contributions--Bonanza In The Garage.
  • Roth IRA Distributions--Cracking The Roth Piggy Bank.
  • When Is Commuting Deductible?
  • Selling A Principal Residence.
  • Getting Rid Of The Business Auto.
  • Basis Issues--Well, I Didn't Exactly Buy It.

Year 1998 Topics

  • Schedule "D" In Pictures.
  • Roth IRA Accounts.
  • Education Benefits Under The New Law.
  • Tracking The Dreaded AMT.
  • The AMT Credit Explained.
  • Home Office Rules--Burden Or Benefit?
  • Form 2119??--Sale Of Main Home.

Year 1997 Topics

  • California Employer Child Care Credit--California's Great Giveaway!.
  • SIMPLE Plans--Are They Really Simple?
  • Stock Options--Pay Me Now Or Pay Me Later.
  • The Low Income Taxpayer.
  • Unraveling T&E Expenses.
  • Starting A New Business.
  • Medical Savings Accounts (MSA).
  • Leased Cars--What They Never Talk About!
  • TRA 1997--A Survival Packet.

Year 1996 Topics

  • There's Been A Death In The Family--Simple Worksheets When A Client Dies.
  • Distributions From Retirement Plans.
  • Breaking Up Is Hard To Do--Divorce Issues.
  • How Do You Spell Relief?  An Cookbook On Debt Relief.
  • I Filed For Bankruptcy Last Year--How This Affects The Form 1040.
  • Social Security--Not Our Job?  Explaining The Social Security Rules To A Client.
  • Who Deducts The Interest?  Equitable Owners and Co-Owners Of Property.

Our programs meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer. It also complies with the requirements of Section 88(c) of the California State Board of Accountancy.  Also we have entered into an agreement with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours.  This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.

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