Bloomberg BNA Professional Learning Tax Course Catalog elearning Programs

Transcription

1 Bloomberg BNA Professional Learning Tax Course Catalog elearning Programs *This is a sample course catalog. BBNA is in the process of moving all of our recorded content on to our new platform. Not all of these courses are guaranteed to be available immediately on the new platform* Accounting 1. Accounting Methods 2. Conducting Research on Bloomberg BNA's Financial Accounting Resource Center 3. New Accounting Guidance for Revenue: Big Change on the Horizon 4. Accounting for Income Taxes: UTPs in Transfer Pricing 5. The Final Revenue Recognition Standard: What You Need to Know Now 6. Capitalization of Tangible Assets Business Entities 1. Electing S Corporation Status 2. Qsubs 3. Qualification as a Small Business Corporation 4. Limited Liability Companies, Part I 5. Limited Liability Companies, Part II Limitation Part I Limitation Part II 8. Electing Small Business Trust 9. Formation of a Partnership 10. Qualified Subchapter S Trusts 11. Partnership Interests -- Sales and Terminations 12. Partnership Distributions 13. Corporate Tax Overview, Part I 14. Corporate Tax Overview, Part II 15. What You Need to Know About the New Section 336(e) Regulations 16. Entity Conversions in Acquisitions of Partnership Interests 17. A Tax Primer on Buying and Selling a Business 18. Formation of Non-Profit Organizations 19. Hybrid Social Enterprise Organizations Compensation Planning 1. (NEW) IRA Essentials 2. IRA Rollovers and Roth Conversions A- Basics 1

2 4. Equity-Based Compensation Arrangements Under 409A 5. Medicare 3.8% Tax on Net Investment Income (Compensation Planning Cont d) 6. Stock Options as Compensation 7. Employee Benefits in Puerto Rico 8. Conducting Compensation Planning Research on BNA's Tax & Accounting Center 9. Employee Stock Ownership Plans (ESOPs): Now Even Greater Tax Savings When Selling Businesses 10. Individual and Group Medical Practices: Tax, Health Law, and Creditor Protection Planning 11. The Final 4980H Regulations: Complying with the ACA s Employer Shared Responsibility Rules 12. Affordable Care Act for Large Employers 13. Affordable Care Act for Small Businesses and Self-Employed Individuals 14. Unraveling the Windsor Knot: How the Supreme Court s Opinion on DOMA Will Affect Employers and Employee Benefits 15. Recent ERISA Litigation and Related Title I Issues 16. New IRA Essentials Estates, Gifts & Trusts 1. Estate Planning for Nontaxable Estates 2. Calculating the Taxable Estate 3. Determining the Gross Estate 4. Dentists Are Different 5. Family Limited Partnerships 6. Form 706: A Line-by-Line Guide 7. Top Ten 2013 Estate Planning Strategies 8. Income in Respect of a Decedent 9. International Tax Issues for the Domestic Estate Planner 10. What Estate Planners Need to Know About Premarital and Marital Agreements and Divorce 11. Valuable Planning for Snowbirds: Tips, Traps and Tactics for Advisors with Clients In Florida 12. Gift Tax Filing and Form 709 Preparation 13. Family Limited Partnerships 14. Opportunities with Trust Decanting: Examples and Analysis 15. Section 2032 Alternative Valuation 16. Conducting Estate Planning Research on BNA's Tax & Accounting Center 17. Making the Most of Year-end Planning Opportunities with Checklists, Forms, and Client Letters 18. Planning for Disability in an Aging World 2

3 19. Chapter 14 Essentials: A Practitioner's Guide Through the Minefield 20. Strategic Estate Planning and Compliance with Portability Elections in 2014 (Estates, Gifts & Trusts Cont d) 21. Gear up for 2014: An Estate Planning Round up by Bloomberg BNA Editors 22. Recent Cases Affecting Family Limited Partnerships and LLCs 23. What You Need to Know About Estate Planning thru an Asset Protection Lens 24. Spouse s Elective Share 25. Form Trusts Overview Ethics 1. Circular 230 Duties and Sanctions 2. Circular 230 Overview Federal 1. Captive Insurance Companies Owned by Tax Exempt Organizations & Government Instrumentalities: Tax, Regulatory and Legal Issues 2. Education Expenses 3. Introduction to Net Operating Losses 4. Passive Loss Rules 5. Tax Free Exchanges under 1031, Level 1 6. Tax Free Exchanges under 1031, Level 2 7. Tax Treatment of Passive Income of Tax Exempt Entities 8. Tax Treatment of R&D Expenditures 9. Net Operating Losses: Beyond the Basics 10. Meals, Lodging, Travel, and Entertainment Expenses 11. Additional First Year Bonus Depreciation 12. U.S. Federal Tax Research 13. Casualty and Theft Losses 14. Hobby Losses 15. Unrelated Business Taxable Income of Charities and Other Exempt Organizations 16. Vacation Home and Home Office Deductions 17. Low Income Housing Credit 18. Lobbying and Political Expenditures 19. Introduction to Research On Bloomberg BNA's Tax & Accounting Center 20. Conducting Federal Tax Research on Bloomberg BNA's Tax & Accounting Center 21. Qualified Domestic Relations Orders 3

4 22. Tax Ramifications of Divorce and Separation, Part 1: Alimony, Child Support, and Filing Status 23. Tax Ramifications of Divorce and Separation, Part 2: Property Issues (Federal Cont d) 24. Relief from Joint and Several Liability 25. Self Employment Taxes 26. Trust Fund Recovery Penalty IRC Final & Re-proposed Tangible Property Regulations 28. What You Need to Know About Taxation of Same-Sex Couples 29. The Rules of Evidence and the Tax Court 30. Section 199 Deduction 31. Analysis of and Planning for the Final Net Investment Income Tax Regulations 32. Net Investment Income Tax Proposed Rules on Pass-Through Entities 33. Income Tax Basis, Part 1: Overview and Conceptual Aspects 34. Income Tax Basis, Part 2: Computation of Basis 35. IRS Information Gathering: IDRS & Summonses 36. The Aftermath of Loving: Caveat Emptor When Choosing a Return Preparer 37. Tools, Strategies, and Techniques for Successfully Resolving IRS Audits Audit Preparation and Information Gathering 38. What Lawyers and Tax Advisors Need to Know When Planning for Same Sex Couples 39. IRS Appeals: Procedures and Strategies 40. Income Tax Basis, Part 3: Computation of Adjusted Basis 41. Recent Developments in IRS Summonses 42. Cross-Border and Whistle-Blower Audits 43. Views from the Trenches: A Post-Mortem of the Inaugural Net Investment Income Tax Filing Season 44. Proposed Regulations on Debt Allocation and Disguised Sales 45. Hot Topics in Employment Tax Audits and Tax Updates from Health Care Reform 46. Tax Strategies for Start-Up Businesses 47. New Regulations Under Sections 67 and Appraiser's Valuation Report: How to make the grade and grade a valuation report 49. Tax Reform Proposals for Financial Instruments 50. Inversion Update: Where are we now? 51. Current Developments in Federal Compensation Law Affecting Payroll 52. Doing Business as a Partnership International 1. Foreign Earned Income and Housing Cost Exclusions 4

5 2. New Section 7874 Regulations 3. Entering the U.S. Market 4. Value Added Tax for U.S. Companies (International Cont d) 5. FATCA: The Final Regulations 6. Advanced VAT for ecommerce 7. FTC: Eligibility 8. How FATCA Will Affect Nonfinancial Businesses, And What to Do to Prepare for It 9. Conducting International Research on Bloomberg BNA's Tax & Accounting Center 10. Fundamentals of U.S Transfer Taxation and Planning for Non-Citizen Clients 11. FTC: Limitations 12. The Branch Related Taxes 13. U.S. Inbound Business Tax Planning 14. Insurance and Reinsurance Transfer Pricing - Preparing for Tomorrow s Tax Challenges Today 15. Insurance and Reinsurance Transfer Pricing -- Part Current Captive Insurance Tax Issues Demystified 17. The New US Department of Justice/Swiss Voluntary Disclosure Program: Know Your Options 18. Mexican Tax Reform for International Tax Reform: The Baucus Proposals 20. Introduction to U.S. International Tax for Non-International Tax Professionals 21. Intermediate U.S. International Tax for Non-International Tax Professionals 22. Foreign Tax Credit - Part 4: Indirect Foreign Tax Credit 23. FATCA on The Horizon: Are You Ready? Updates, Tips, and Questions Answered 24. Indirect Taxes in China VAT 25. Financing Operations in China 26. Recent International M&A Developments 27. Tax Treaties 28. International Tax for the Non-International Tax Practitioner: Intermediate 29. International Tax for the Non-International Tax Practitioner: Introduction 30. U.S. and Canada: Has the Arm s-length Standard Become a Double Standard? 31. The 2014 IRS Voluntary Disclosure Program for Offshore Accounts: More Expansive, Cheaper Relief for Non-Willful Taxpayers I 32. The China Series: Greater China Region Legal, Tax and Trade Developments 33. The China Series: Legal and Tax Aspects of Mergers, Acquisitions & Reorganizations 34. Introduction to US Persons' Withholding and Reporting Responsibilities Under Section 1441 and

6 State 1. Affiliate Nexus and Sales Tax 2. Unclaimed Property: Multistate Issues and Current Trends 3. Gillette and the Future of Income Tax Apportionment 4. Conducting State Research on Bloomberg BNA's Tax & Accounting Center 5. Analyzing Bloomberg BNA's 2012 Survey of State Tax Departments State Tax Department Policy Trends Including Nexus Positions 7. Revising UDITPA and the Multistate Tax Compact 8. Year-end Tax Planning for U.S. Multinational Corporations 9. Analyzing the Best and Worst State Unclaimed Property Laws 10. State Reporting of Federal Changes: Hot Topics and Current Issues 11. Let My Trustees Go! Planning to Minimize or Avoid State Income Taxes on Trusts 12. New York s Corporate Tax Reform Package: A Game Changer for Businesses? 13. Sales Tax and Value Added Tax: Common Issues and Planning Opportunities 14. Analyzing BNA's 2014 Survey of State Tax Departments 15. State Sales and Use Tax -- M&A 16. Market-Based Sourcing: Opportunities and Traps for the Unwary 17. Mobile Workforces: The Multistate Tax Implications for Payroll *This is a sample course catalog. BBNA is in the process of moving all of our recorded content on to our new platform. Not all of these courses are guaranteed to be available immediately on the new platform* 6