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  • Webinar
  •  Jan 8 '20, 14:00 EST
  •  1.0 General COA, 1.0 RCH

This webinar focuses on finalized Form W-4 instructions, additional IRS guidance, and changes to withholding methods for 2020.

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

This webinar covers the results of the Bloomberg Tax 2019 Trust Nexus Survey and examines broad trends that emerge through the states’ responses.

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  • On-demand
  •  1.0 General COA, 1.0 RCH

Countries widely vary regarding the holidays for which they require employers to provide paid leave to employees. It is essential for employers to know not only about when paid holidays occur in the countries where they have business operations, but the requirements applicable to paying employees who work on holidays for which paid leave otherwise is required.

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

Year-end payroll activities can be a challenge. The goal is to successfully navigate closing out the current year and implement changes for the coming year. During this webcast, tax professionals from KPMG LLP and Bloomberg Tax & Accounting are to discuss key aspects of the year-end process.

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

Three provisions introduced by tax reform have proven to be highly significant for multinational businesses because they directly impact established business models: global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII), and the base erosion and anti-abuse tax (BEAT).

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  • On-site & Webcast
  •  General COA, 3.0 CFP, Up to 3.0 CLE, 3.0 CPE

When is it ok to set up a buy-sell plan so that the buyer is not the owner and beneficiary of the insurance policy? To what extent can employers put restrictions on a bonus plan in case the employee quits early? How can parties avoid penalties under 409A deferred compensation rules? And how does split dollar fit in with all this anyway? 

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  • On-demand
  •  1.2 CPE, 1.0 General COA

The Tax Cuts & Jobs Act of 2017 was intended to spur economic growth in the U.S. in several ways, including expansion of immediate expensing for asset purchases. However, taking bonus depreciation may not always be the best option for businesses. Depending on the nature of your business, your profit/loss position, and your capitalization procedures, the optimum strategy for minimizing tax may vary. Join Ryan Sheehan and Lisa Pfenninger of Bloomberg Tax & Accounting to learn about various asset management strategies and how they may apply to your company. 

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  • On-demand
  •  1.0 General COA, 1.0 RCH

Payroll operations continue to evolve as new technologies and increased compliance requirements are adopted. With that, some questions were asked in the latest Bloomberg Tax & Accounting Payroll Benchmarks Survey, that shed light on these changes.The final report for Bloomberg Tax & Accounting’s Payroll Benchmark Survey covers these issues affecting payroll operations. This webinar focuses on some of the key findings gleaned from the survey participants.

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  • On-demand
  •  1.2 CPE, 1.0 General COA

Join us on October 23 for a live webinar on Tax Planning and Tax Exposure Mitigation in the Aftermath of Tax Reform, where advisors and corporate tax leaders will share practical insights on how your company can navigate the opportunities and challenges of the new code. The panel will also discuss the mitigation of tax exposure risks and uncertainties using tax insurance and other financial instruments.

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  • On-demand
  •  1.0 General COA, 1.0 RCH

Revised drafts of the 2020 Form W-4 and Publication 15-T were released in August for employers to begin testing and programming payroll systems. The withholding instructions in the second draft of Publication 15-T, Federal Income Tax Withholding Methods, are much different than in the first draft, and now would include five worksheets calculating withholding using the revised Form W-4 and older forms that remain on file. Employers will need to become familiar with changes to the new withholding methods in preparation for a regime that requires more than one system.

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  • On-demand
  •  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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  • Webinar
  •  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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  • 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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  • 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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  • 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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