Navigating Delinquent, Streamlined, and Voluntary Disclosure Programs: Ensuring Compliance and Avoiding Penalties

4 Free NY & NJ CLE, 4CPE and 4IRS CE/ 4 NASBA CPE Credits

This program delves into the evolving role of artificial intelligence (AI) in the realm of tax controversy. The program covers the use of AI tools for legal research, document automation, and predictive analytics, highlighting their applications in tax dispute resolution. It explores the benefits and challenges of AI-powered eDiscovery, the ethical considerations of AI in legal contexts, and best practices for integrating AI into tax practices. The program reviews the IRS's use of AI for audit selection, taxpayer assistance, and litigation. Lastly, this program addresses bias, privacy, and the ethical implications of AI in tax and legal contexts.

4 Free NY & NJ CLE, CPE and 4 IRS CE/4 NASBA CPE Credits

This in-depth program provides comprehensive coverage of the tax implications for U.S. taxpayers with foreign income and assets. Participants will explore the complexities of reporting foreign income, compliance requirements for foreign asset disclosure, and strategies for minimizing tax liabilities under international tax treaties. The program addresses key areas such as the Foreign Account Tax Compliance Act (FATCA), the Foreign Bank and Financial Accounts (FBAR) reporting, and the taxation of foreign trusts. It also includes a discussion on the tax treatment of foreign earned income and the benefits of the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC). The session features practical examples and case studies to help attendees navigate the intricacies of international taxation effectively and ensure compliance with both U.S. and foreign tax laws.

2 IRS CE/2 CTEC CE/2 NASBA CPE*

This course provides an in-depth analysis of the tax implications involved with the liquidation of C and S Corporations. Topics covered will include the tax consequences of liquidation both the corporation and its shareholders during the liquidation. We will review the differences in tax implications between C and S corporations. There will be an analysis of corporate level and shareholder level taxes, including built-in gains for S corporations. We will review tax-efficient liquidation strategies to minimize tax liabilities.

2 IRS CE/2 CTEC CE/2 NASBA CPE*

This course provides a detailed exploration of the tax rules, procedures, and planning strategies involved in the liquidation of partnerships, including LLCs taxed as partnerships. Topics include the tax implications of liquidation for both the partnership and its partners during liquidation. We will review the distribution rules regarding current vs. liquidating distributions and their tax consequences. We will also explore tax-efficient strategies for liquidating partnerships and timing considerations and structuring options.

2 IRS CE/2 CTEC CE/2 NASBA CPE*

"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.

2 IRS CE/2 NASBA CPE*

Only available for TPP unlimited CE subscribers.

NO IRS CE/NO CTEC CE/2 NASBA CPE*

Don’t miss this behind-the-scenes look at how one firm went from chaos to control — and how you can too. If you're like most tax firm owners, you: ✅ Feel like you’re trapped on the hamster wheel of busy season ✅ Work 12–18 hour days from January through April, only to sprint again in September and October ✅ Plan your entire life around tax deadlines ✅ Eat lunch at your desk — if you eat at all Now, imagine this instead: ✨ You eliminate the phrase “busy season” from your vocabulary ✨ You work no more than 8 hours a day, with no nights or weekends ✨ You actually live life on your terms — including lunch breaks, walks, and workouts ✨ You’re in Las Vegas for your kid’s wedding on April 15 (yep, that was me this year!) Learning Objectives: ✨ Why implementing a calendar-based process can change your business and your life ✨ The various scheduling models that are working for firms like yours ✨ The exact calendar process rolled out at Steadfast Bookkeeping ✨ What worked, what didn't, and how it's going one year later "Our best deal is always to become a monthly subscriber"

2 IRS CE/2 CTEC CE/2 NASBA CPE*

Tax practitioners hold a special role when it comes to the advisory process of when a business buys and/or sells a business. This program will look at the options and consequences of those options from the perspective of both the buyer and the seller when it comes to the purchase or sale of a business. Areas covered will include the sale of stock, sale of assets, and various statutory and regulatory elections available in the sale as well as the tax compliance and results. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.

3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits

Due to the audio issues that occurred during the Tuesday, May 27th presentation, Mr. Agostino has generously offered to present this webinar again. If you are unable to attend the live session, a high-quality recording will be available on Sunday morning. IRS CE is available on the replay. Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.