The Best and Worst of Property Tax Administration

• Webinar
•  Aug 29 '19, 14:00 EDT
•  1.2 CPE, 1.0 CLE, 1.0 General COA,

During this webinar, we will discuss the findings of the COST-IPTI report on the best and worst of international property tax administration, with a primary focus on state and local issues in the U.S. It will cover the highest and lowest ranking jurisdictions in fundamental property tax administration subjects, pain points for both taxpayers and tax administrators, and key takeaways for businesses and taxing authorities.

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Advanced Planning Presents: Planning with Life Insurance -- A Unique and Flexible Asset

• Webinar
•  Oct 17 '19, 13:00 EDT
•  1.2 CPE, 1.0 General COA, 1.0 CFP, 1.0 CLE

Northwestern Mutual invites you to participate in a live webinar from its Advanced Planning team on planning with life insurance. Life insurance has many nuances when it comes to tax treatment. Generally, life insurance growth grows tax deferred, it allows tax-favored withdrawals, and death benefit is income tax free. There are also many special issues that arise such as section 1035 exchanges, valuation of life insurance policies when they’re transferred, and accelerated care benefit riders that allow death benefit to be accessed to pay for long-term care expenses. Additionally, the 2017 tax law impacted how life insurance sales are reported for tax purposes. Hear from our experts about the opportunities life insurance provides and the traps that can be avoided through careful planning.

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Unpacking the Challenges of State Tax Depreciation

• On-demand
•  1.2 CPE, 1.0 General COA

As tax practitioners, we sometimes wish states would all follow the federal treatment when it comes to calculating taxable income. But alas, states have a choice to conform or not conform to the Internal Revenue Code, and the result is added complexity. In the area of fixed assets, state non-conformity isn’t as simple as “bonus/no-bonus”, and practitioners need to be aware of the various (and sometimes downright strange) treatment of fixed assets depreciation across the 50 states. Join Bloomberg Tax & Accounting for an in-depth dive into the treatment of fixed assets depreciation at the state level.

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Cyber Crisis: How to Respond to a Payroll Breach

• On-demand
•  1.0 General COA, 1.0 RCH

A key attribute of the payroll profession is the ability to secure employee and company data. Those payroll obligations are increasingly under attack as cybercriminals develop new ways to dupe the unsuspecting into giving up private information or redirecting payroll funds.

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Lease Accounting Early Learnings and Best Practices

• On-demand
•  1.2 CPE, 1.0 General COA

As the most significant change to lease accounting in decades, transitioning to the new lease accounting standard ASC 842 or to IFRS 16, requires users to examine closely at how they maintained and reported their existing lease information in their financial statements. This webinar will look at the specific entries and actions needed to successfully migrate to the new standards with certain adjustments required during the transition.

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Update on Opportunity Zones

• On-demand
•  1.2 CPE, 1.0 General COA, 1.2 CLE

With an estimated $6 trillion of idle capital gains in the economy and plenty of potentially lucrative markets available, opportunity zone funds are poised to become a go-to vehicle for wealthy investors looking for tax-advantaged ways to redeploy capital gains. Professionals who serve investors or investment vehicles must be prepared to guide their clients through the structural and compliance complexities of the law, including the most recent regulatory guidance.

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Tax Planning Opportunities with Section 199A

• On-demand
•  1.2 CPE, 1.0 General COA

Join us to learn more about the impact of Section 199A. We’ll go beyond the nuts-and-bolts and delve into ways you can save your clients’ money, while adding additional revenue streams to your own practice.

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The New Form W-4 and Employer Withholding: Simplicity Meets Complexity?

• On-demand
•  1.0 General COA, 1.0 RCH

July 1 is the deadline to submit comments on the proposed revisions included in the first draft of the 2020 Form W-4, Employee’s Withholding Allowance Certificate. This webinar aims to offer clarity on what the new draft form and additional withholding calculations mean and what comes next.

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Wayfair: One Year Later

• On-demand
•  1.8 CPE, 1.5 General COA, 1.5 CLE

It’s been one year since the Wayfair decision upended the physical presence nexus standard for state sales taxes collected by online retailers. While the vast majority of states have implemented economic nexus standards, many questions still linger. To help shed a light on these issues, Bloomberg Tax gathered responses from state revenue agencies regarding their sales and use tax nexus policies as part of our annual Survey of State Tax Departments.

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Learning from the 2019 Survey of State Tax Departments – Corporate Income & Pass-through Entity Taxation

• On-demand
•  1.7 CPE, 1.5 General COA, 1.5 CLE

This webinar will take a closer look at the recent trends in state corporate income taxation and taxation of pass-through entities, analyze the 2019 survey results in these areas, and provide a discussion on recent changes in states’ taxation of corporations and pass-through entities.

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Expert Guidance for Common ASC 842 Challenges

• On-demand

Watch this webinar to hear how to avoid common compliance pain points. From accounting for lease and non-lease components to appropriately determining commencement dates, our experts will give you practical and technical considerations to help you understand how you can successfully address the new lease accounting standard.

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Getting Creative to Tackle the Challenges of Tax Regulatory Changes

• On-demand

The pace of regulatory changes, such as Federal tax reform, State responses to Federal tax reforms, and GAAP/IFRS changes such as ASC 606, ASC 842, and IFRS 16, seems to be ramping up. These changes have a domino effect – accounting changes impact tax and tax changes impact accounting work.

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2019 Overtime Update: What You Need to Know

• On-demand
•  General COA, 1.0 RCH

May 21 is the deadline to submit comments on proposed rulemaking that would raise the salary threshold for certain white-collar workers to be exempt from minimum-wage and overtime-pay requirements under the Fair Labor Standards Act.  However, potential federal rulemaking to revise existing requirements has been in the news since 2016, causing some confusion about the status of current rules, what changes could occur under proposed rules, when any changes would take effect, what effect these changes could have on state requirements and what any changes would mean for payroll departments. The current proposal, which was issued in March, could affect not only the white-collar salary threshold, but also certain pay requirements for highly compensated employees, and thresholds for U.S. territories and those working in the movie industry. Overtime requirements are challenging. This webinar aims to offer clarity on what the rulemaking means and what comes next.

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The Transition to ASC 842: Practical Considerations for Lessees

• On-demand
•  1.5 CPE, 1.2 General COA

As companies continue to grapple with the transition from ASC 840 to ASC 842 there are a myriad of technical details to consider from practical expedients to discount rates, balance sheet impacts, federal and state tax issues, and system implementation challenges among others. As lessees tackle compliance with the recent tax law and accounting changes, it’s important to not lose sight that lease financing can still be a compelling acquisition tool.

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