Topics
Stocking Your Tax Tool Box - 2010
This Fall's Most PRACTICAL Tax Seminar!
ANSWERS TO TOUGH TAX QUESTIONS
Dave and Mike have selected
the topics for the 2010 program. They are listed below.
Mechanics Of Foreclosures And Debt Relief.
- Theory is one thing—but how do you complete the tax return?
- Dave and Mike will present the step-by-step mechanics for these returns.
- How to read Forms 1099-A and 1099-C and how to spot errors.
- Reporting the disposition and the COD income.
- Examples for personal residences and rentals for foreclosures, short sales and loan renegotiations.
Roth IRA Conversions in
2010—An
- Problems—Locating ALL IRAs. Finding basis. Paying the tax.
Education Tax Benefits—Getting The Most Out of Them.
- American Opportunity Tax Credit—Is it the best answer?
- We will review all education benefits and alternatives.
- Tips to spot the biggest money saver!
Review Of Exceptions For The 10% Early Withdrawal Penalty.
- We see more clients using retirement assets before age 59 ½ because of unemployment, divorce, or to pay for a new home or additional education.
- Expanded details of each exception to avoid to the 10% penalty.
New Tax Preparer Registration Is Headed Our Way.
- What is it?
- When is it coming?
- How it will affect you?
A
- Income tax provisions of the Federal Health Care Act & HIRE Act.
- A Federal Extension Act and Estate Tax fix is coming—What is in them?
Mark your September calendar for the most PRACTICAL seminar of 2010!
To see the topics given in previous years, click to the right. Topics From Previous Years
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.