
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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