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Taxation Bestseller Bundle (PKGMLC540A)

(*) Single User Price. For multiple users please call 1-844-384-4744
Pre Recorded Audio Conference
Event Description

Update your Knowledge of Taxation with the Latest in Industry and Save more on Taxes

AudioSolutionz provides comprehensive solutions to all your tax-related problems through a series of audio-conferences and webinars.

Have you ever given it a thought if your current process account for the collection of sales and use tax? Expert Speaker Brent Meyers, APSC is going to answer that in his session, ‘Sales and Use Tax, What we need to know’. Find out what Jonathan Barsade, the Founder and CEO of Extractor Inc has to say about Marketplace Fairness Act in his session. Cherie Hennig, celebrated author has taken over her able shoulders the responsibility to explain Tax Planning to high income individuals. She also is going to preside over two other sessions: one of which is going to talk about the changes to schedule M-3 reporting for 2013 and 2014 tax years and how would you maximize your Tax Incentives for post secondary Education Services.

The super-saver Taxation bundle of 5 'Bestsellers' for $995 in just $895 comprising 5 taxation conferences equips you to handle your taxes better, and you save a whopping $100 ($20 per conference).

Pack 1: Sales And Use Tax, What Do We Need To Know?

Sales and use taxes are being broadened. Does your current process properly account for the collection or payment of these taxes? It is important to understand the difference between transaction types to determine when they are appropriate. Sales tax is a tax on consumption, but it is not a "consumption tax". It is more accurately labeled as "transaction tax", similar to a sales and use tax overview.

Learning Objectives:

  • Sales and use tax overview
  • Exemptions
  • When to accrue use tax
  • Audit issues
  • Questions

Pack 2: E-commerce, Sales Tax And The Marketplace Fairness Act – What Do They All Mean?

In this 60 minute audio session, Jonathan Barsade will cover the following topics –

  • Learn more about the state of online sales taxes
  • What is the Market Place Fairness Act
  • How and why MFA should concern you and what you can do in anticipation
  • How you can use different technology solutions to protect yourself with no disruption to your customer experience and minimal investment of time and resources

Pack 3: Tax Planning For High Income Individuals

Learn how the new taxes contained in the American Taxpayer Relief Act of 2012, and the Patient Protection and Affordable Care Act will impact high-income individuals beginning with the 2013 tax year.  Know how these new taxes are imposed on earned and net investment income with this session by Cherie Hennig, Ph.D

Learning Objectives:

  • Gain a practical understanding of the new taxes imposed on high income taxpayers
  • Learn about tax compliance issues when computing and reporting these new taxes
  • Learn how to minimize the Net Investment Income tax
  • Learn how to significantly reduce the total tax burden by shifting business income to an S corporation

Pack 4: Schedule M-3/M-1 Filing Requirements for Corporations

Join Cherie Hennig in this audio session to get realistic and comprehensive examples that will guide you through the compliance maze when filing Schedules M-3, M-1 and UTP. You will also be provided with a comprehensive case study which illustrates both Schedule M-3 and Schedule UTP compliance in this informative session.

Learning Objectives:-

  • Gain a practical understanding of the Schedule M-3 and M-1 reporting and disclosure requirements
  • Learn about changes to Schedule M-3 reporting requirements for 2013 and 2014 tax yearsLearn about changes to Schedule M-3 reporting requirements for 2013 and 2014 tax years
  • Understand how to identify and substantiate uncertain tax positions on the Schedule UTP
  • Learn why it is important to "get the numbers right" when completing Schedules M-3/M-1 and UTP

Pack 5: Maximizing Tax Incentives for Post-Secondary Education Expenses

In this session, expert speaker Cherie Hennig, Ph.D. explain us on the all this including deductions related to education expenses and tax credits related to education expenses. Cherie would take up deductions covering the topics of tuition and fees deduction as well as work-related education expenses deduction. She will efficiently move to tax credits where she would explain about the American Opportunity Credit (AOC) that replaced the Hope Credit for tax years after 2008 as well as the Lifetime Learning Credit (LLC).

Learning Objectives:

  • Understanding what meets the definition of "qualified tuition and related expenses" 
  • Understanding the definition of an academic period for the tax year the expenses were paid
  • Understanding what is an eligible educational institution
  • Understanding who is eligible to claim the tax benefit for the qualifying expenses paid for qualifying dependents
  • Understanding how to choose between a tax deduction or a tax credit
  • Understanding when it may be preferable for a parent to NOT claim a child as a dependent
About Our Speaker(s)

Brent Meyers, banking compliance ExpertBrent Meyers
Brent Meyers has extensive knowledge of the accounts payable process in today’s business environment.  He is responsible for business development and commercial card services within the Midwest Territory.  He specializes in Automated Accounts Payable, regulation compliance, and expense reporting solutio... More info


Jonathan Barsade, Banking Regulations ExpertJonathan Barsade
Jonathan Barsade is the Founder and CEO of Exactor Inc, the next-generation provider of a fully automated, end-to-end compliance solution for secure, safe, and accurate sales tax record keeping and filing. Mr. Barsade has nearly thirty years of experience as both an entrepreneur and an attorney. During the 1990's M... More info


Cherie Hennig, Banking and Finance ExpertCherie Hennig
Cherie Hennig, Ph.D., is the author of the treatise, Practical Guide to Schedule M-3 Compliance, 2nd edition, published by CCH,  Contemporary Tax Practice, 3rd edition, published by CCH, and numerous articles on Schedule M-3 and Schedule UTP compliance which have appeared in The Tax Advisor, Tax Notes , Taxes&mdas... More info

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    Event Title: Taxation Bestseller Bundle
    Presenter(s): Brent Meyers, Jonathan Barsade, Cherie Hennig

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