Keys to Cashing Out: Section 121 Strategies
Allan J. "A.J." Reynolds
,
EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
Tax Consequences of the Choice of Entity
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
An overview of the tax consequences of choosing a business entity—explaining how structures like sole proprietorships, LLCs, S corporations, and C corporations impact liability, taxation, and long-term financial strategy.
Tax Consequences of the Choice of EntityDon’t Hate the Player, Hate the Gain: Gaming 1202 QSBS
2 IRS CE/2 CTEC/2 NASBA CPE
An overview of Section 1202 Qualified Small Business Stock (QSBS) rules, highlighting federal capital gains exclusions, eligibility requirements, and key updates under the One, Big, Beautiful Bill.
Don’t Hate the Player, Hate the Gain: Gaming 1202 QSBSCalifornia and The SB 711 Conformity Expansion Explained
An overview of California’s SB 711 Conformity Expansion, explaining how the law aligns state tax provisions with federal changes and what it means for businesses and taxpayers.
California and The SB 711 Conformity Expansion ExplainedR&D Credits 2025: New IRS Forms, New Rules, New Risks
2 IRS CE/2 CTEC/2 NASBA CPE
An overview of the 2025 updates to R&D tax credits, covering new IRS forms, revised compliance requirements, and emerging risks businesses need to understand before claiming the credit.
R&D Credits 2025: New IRS Forms, New Rules, New RisksFREE Ethics CE Webinar: Bill & Ted’s Most Excellent AI Ethics Adventure
2 IRS CE Ethics/2 CTEC Ethics/2 NASBA CPE Ethics**
Join John Sheeley, EA and Tax Practice Pro for our annual FREE ethics program — a tradition designed to give back to the tax community every Giving Tuesday. This year’s program takes a fun, insightful journey through the ethical challenges of using artificial intelligence in modern tax practice, inspired by the classic “Bill & Ted” films.
FREE Ethics CE Webinar: Bill & Ted’s Most Excellent AI Ethics AdventureOBBBA Workflow Overhaul: New Pay Stub Rules, Tip & Overtime Tracking, and Organizer Updates
No IRS or CTEC Credit. Only NASBA CPE (2)
A breakdown of the OBBBA workflow overhaul, explaining new pay stub requirements, updated tip and overtime tracking rules, and key changes to tax organizers and compliance processes.
OBBBA Workflow Overhaul: New Pay Stub Rules, Tip & Overtime Tracking, and Organizer UpdatesIs the Solopreneur Business Model Still Valid?
NASBA CPE Field of Study: Business Management & Organization NO IRS/NO CTEC
An analysis of whether the solopreneur model remains viable for solo tax professionals, exploring entity structure, self-employment tax exposure, liability considerations, scalability, and long-term tax planning strategy.
Is the Solopreneur Business Model Still Valid?AI For Research
1 IRS/1 CTEC/1 NASBA CPE
A practical overview of using AI for tax research, including benefits, limitations, compliance risks, and best practices for accuracy, documentation, and professional responsibility.
AI For ResearchFortify Your Office Security with Improvements to Your WISP
2 IRS CE/2 CTEC/2 NASBA CPE
A guide to strengthening your office security through strategic updates to your Written Information Security Plan (WISP), including risk assessments, data safeguards, employee training, and compliance best practices.
Fortify Your Office Security with Improvements to Your WISP
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