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AAA-CPA
Join your fellow Attorney-CPAs for a FREE luncheon on Tuesday, Jan. 14, during the Heckerling Institute on Estate Planning. This event is open to members and affiliates of the AAA-CPA and non-members who qualify to become a member or an affiliate. For more information on our membership and affiliate qualifications please click here. To register, please click here. We look forward to seeing you in January!
AAA-CPA
December 3, 2019 - Special Techniques to Protect Real Estate for Future Creditors
Presented by Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq.
Participants will learn that the most effective technique for protecting real estate is to make the real estate "not worth going after" for a claimant. Participants will learn that making the real estate "not worth going after" is accomplished by encumbering the property with loans from a totally unrelated lender, and the participants will learn that the loan proceeds need to be protected through the use of an offshore structure.
December 10, 2019 - Top 40 Tax Developments of 2019
Presented by David De Jong, Esq., CPA
The program will review the most important legislation, regulations, cases and rulings in the federal tax arena during 2019. Leading substantive developments affecting individuals, businesses, retirement plans and estates will be covered. Key procedural changes will also be discussed.
January 8, 2020 – Integrating Estate Planning into Retirement Planning
Joint Webinar with the Society of Financial Services Professionals
Presented by Steve Parrish, JD, RICP, CLU, ChFC, AEP
Financial and societal shifts in planning (including estate tax changes and demographic trends) have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into retirement planning for their clients.
January 23, 2020 - NYS and IRS Tax Collection
Presented by Karen J. Tenenbaum, ESQ., LL.M. (TAXATION), CPA
Are your clients being contacted by the federal or state taxing authorities for amounts owed? Hear the latest tax enforcement updates from experienced tax attorneys who handle tax controversies and disputes. Learn about collection tools and tactics used by the IRS and NYS, as well as collection alternatives and payment options for taxpayers.
AccountingWEB
A sale can be exempt for a variety of reasons. Sometimes the purchaser is exempt, as is often the case with government agencies. Sometimes the sale is exempt because the product will be incorporated into a taxable product, as in manufacturing. And sometimes goods are purchased by retailers to resell.
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The National Law Review
On Oct. 23, 2019, Gov. Andrew M. Cuomo, signed legislation incorporating the federal Johnson Amendment into New York law. As previously described, the Johnson Amendment denies tax-exempt status under section 501(c)(3) of the Internal Revenue Code to (and imposes excise taxes on) any organization that engages in political campaign activities.
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newsBTC
Tax law surrounding crypto assets is currently convoluted and confusing, even despite Congress demanding the IRS clarify the law, and the IRS taking steps to provide more clarity to crypto investors in the United States.
However, given some recent comments from an IRS official regarding like-kind exchanges, crypto investors based in the U.S. may want to consider going back and amending their tax returns to ensure they comply with the law.
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Bloomberg Tax
The headquarters of the world’s largest companies by revenue continue to shift away from the U.S. and other G7 countries, driven largely by China’s growth in the world economy. Specifically, the number of Fortune Global 500 (FG500) companies – the 500 largest companies by revenue in the world — that are headquartered in the G7 (Canada, France, Germany, Italy, Japan, the U.K. and the U.S.), declined from 420 in 2000 to 269 in 2019.
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Natalie Choate's classic book has been an indispensable reference for estate planners since 1996. For $9 per month, the digital subscription gives you instant access to the wealth of knowledge in this amazing reference tool. Updated for 2019!
Click here to take the tour.
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CPA Practice Advisor
The Financial Accounting Standards Board has issued an Accounting Standards Update that simplifies and increases comparability of accounting for nonemployee share-based payments, specifically those made to customers.
“The new standard continues our efforts to simplify and improve reporting of share-based payments — in this case, those paid to customers” said FASB Chairman Russell G. Golden.
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MISSED AN ISSUE OF THE AAA-CPA WEEKLY UPDATE? VISIT AND SEARCH THE ARCHIVE TODAY. |
The CPA Journal
One of the most significant consequences of the Tax Cuts and Jobs Act of 2017 for taxpayers is the new Internal Revenue Code section 199A, which allows a tax deduction for qualified business income. This provision provides unique opportunities and challenges to individuals engaged in certain real estate activities.
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Dec. 3, 2019
Webinar: Special Techniques to Protect Real Estate from Future Creditors
Dec. 10, 2019
Webinar: Top 40 Tax Developments of 2019
Dec. 12, 2019
Section 1202 - Qualified Small Business Stock
Dec. 13, 2019
Attorney-CPA Washington State 2019 Ethics
Dec. 16, 2019
Top 40 Tax Developments of 2019
Dec. 20, 2019
Houston: Federal Tax Update for Individuals & Small Businesses
Dec. 20, 2019
Webinar: Federal Tax Update for Individuals & Small Businesses
Jan. 8, 2020
Webinar: Integrating Estate Planning into Retirement Planning
Jan. 23, 2020
Webinar: NYS and IRS Tax Collection
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 7701 Las Colinas Ridge, Ste. 800, Irving, TX 75063
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