Principles of Taxation: Ideas and Planning (Half-Day Webinar)
Date: Monday, June 23, 2025
Instructor: Greg White
| Begin Time: |
8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time |
| CPE Credit: |
4 hours for CPAs
4 hours Federal Tax Related for EAs and OTRPs
4 hours Federal Tax Law for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Join expert Greg White, CPA, as he walks through important planning opportunities in a broad variety of areas, including: Making your work much easier, overlooked tax savings ideas, Important judicial concepts (claim of right, assignment of income), changing accounting methods to save client’s money, and choosing the best type of entity for new clients.
Who Should Attend
This class is appropriate for anybody who wants to have a more comprehensive understanding of real-world tax concepts that are essential for professional tax practice.
Topics Covered
- Judicial doctrines
- Choosing taxable years
- Picking the right type of entity for different types of businesses
- Choosing accounting methods
- Maximizing interest deductions using the interest tracing rules
Learning Objectives
- Recognize the best type of tax entity for a particular type of business
- Recognize how to choose taxable years
- Recognize and apply options for choosing accounting methods and how to change them
- Recognize how to maximize interest deductions using the interest tracing rules
- Identify planning ideas for passive activities
- Identify key judicial doctrine frequently encountered in practice
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (4 hours)
Program Prerequisites
None
Advance Preparation
None
