Bestselling AICPA CPE Self-Study Courses
Click here to Learn How to:
Earn Extra Money as an Expert Witness and
Profit from your Expertise!
Powered by Max Banner Ads
Bestselling AICPA CPE Self-Study Courses
Bestselling AICPA CPE Self-Study Courses
Free Online Articles Directory
Why Submit Articles?
Top Authors
Top Articles
FAQ
ABAnswers
0 && $.browser.msie ) {
var ie_version = parseInt($.browser.version);
if(ie_version Login
Register
Hello
My Home
Sign Out
Email
Password
Remember me?
Lost Password?
Home Page > Finance > Taxes > Bestselling AICPA CPE Self-Study Courses
Bestselling AICPA CPE Self-Study Courses
Posted: Dec 30, 2010 |Comments: 0
|
]]>
Best Sellers – March 2008 Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, by Sid Kess
Author/Moderator: Lance Wallach, CLU, CHFC, CIMC
Publisher: AICPA
This course will enable the practitioner to better understand many of the abusive insurance and annuity-based products being marketed to your clients and how you can alleviate exposure to IRS scrutiny.
Objectives:
Identify potentially abusive deductions claimed on your client’s tax return
Enable the practitioner to advise his clients so they can avoid IRS penalties and deduction disallowances
Learn the pros and cons of the current strategies being employed by financial professionals in developing comprehensive financial plans for individuals and businesses
Learn to avoid financial exposure to yourself and your clients for aggressive insurance, retirement and financial planning strategies being marketed today
Prerequisite: None
Accepted for CFP® credit.
Text Product# 733720
Availability:In Stock
Regular:0.00
AICPA Member:0.00
Contact Lance Wallach to purchase: 516.938.5007, wallachinc@gmail.com
Lance Wallach, National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He writes about 412(i), 419, and captive insurance plans. He speaks at more than ten conventions annually, writes for over fifty publications, is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio’s All Things Considered, and others. Lance has written numerous books including Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons, Bisk Education’s CPA’s Guide to Life Insurance and Federal Estate and Gift Taxation, as well as AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots. He does expert witness testimony and has never lost a case. Contact him at 516.938.5007, wallachinc@gmail.com
Retrieved from “http://www.articlesbase.com/taxes-articles/bestselling-aicpa-cpe-self-study-courses-3944949.html”
(ArticlesBase SC #3944949)
Watch your traffic increase just by submitting articles with us, click here to get started.
Liked this article? Click here to publish it on your website or blog, it’s free and easy!
Lance Wallach -
About the Author:
Lance Wallach, captive insurance and Section 79 plan expert, is the nation’s leading authority on resolving IRS tax problems for individuals and businesses.
Mr. Wallach, National Society of Accountants’ Speaker of the Year, is a member of the AICPA faculty of teaching professionals and he is a renowned national expert witness in many 419, 412i, and financial abuse cases. To date his side has never lost a case.
Mr. Wallach is often a featured speaker at national conventions for CPAs, attorneys, and business owners and other entrepreneurs, and has over 30 years experience helping people get the most possible money back from the IRS. He can be contacted at 516-938-5007 or wallachinc@gmail.com, or visit www.taxadvisorexperts.org or www.taxaudit419.com for more information.
Lance Wallach is the author of many best selling accounting, taxation, and financial books, including:
Protecting Clients from Fraud and Scams
Wealth Preservation Planning by the National Society of Accountants
The CPA’s Guide to Federal and Estate Gift Taxation published by Bisk
The AICPA’s The Team Approach to Tax, Financial and Estate Planning
The CPA’s Guide to Life Insurance by Bisk CPEasy
Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots by the AICPA author / moderator Lance Wallach
]]>
Questions and Answers
Ask our experts your Taxes related questions here…
200 Characters left
Tnere is a lawsuit against the beneficaries of our family trust. I can understand that they see the trust income tax return, but do they have a right to see my personal tax return?
After my divorce was final, I filed my individual tax return. The IRS took my entire refund to pay back taxes from my marriage, that I knew nothing about. Is this legal? Can I get my money back?
How many stamps to put on tax return ?
Rate this Article
vote(s)
0 vote(s)
Feedback
RSS
Print
Email
Re-Publish
Source: http://www.articlesbase.com/taxes-articles/bestselling-aicpa-cpe-self-study-courses-3944949.html
Article Tags:
self study, course credit, finance, education, text book, study guide, cpa, advisor, online, software, text, learning, materials, tax return, irs, abusive insurance, deductions, malpractice, disallowances, aicpa, cpe
Latest Taxes Articles
More from Lance Wallach
Planet Minigolf Course Editor Trailer
Create your own unique minigolf course easily with Planet Minigolf’s course editor. View the process of building a minigolf course before your very eyes. (01:55)
The New Porsche 911 with PDK – Garage419
Garage419 takes a trip to Salt Lake City to test drive the new Porsche 997 Type II with the PDK transmission. While in Utah, Emil Rensing takes the new 911 to Miller Motorsports Park to see how well the new dual clutch transmission handles track abuse. After that, David Murry takes us on a hot lap around the 4.4 mile road course to push the new 997 and PDK transmission to the limit. – Garage419 (12:57)
The New Porsche 911 with PDK Review
Garage419 takes a trip to Salt Lake City to test drive the new Porsche 997 Type II with the PDK transmission. While in Utah, Emil Rensing takes the new 911 to Miller Motorsports Park to see how well the new dual clutch transmission handles track abuse. After that, David Murry takes us on a hot lap around the 4.4 mile road course to push the new 997 and PDK transmission to the limit. (12:57)
What Studies in Belgium Taught an Entrepreneur
In Chapter 12 of 16, University of Pennsylvania graduate Slava Rubin chooses a Belgium school, Katholieke Universiteit Leuven, over a Hong Kong school for his study abroad program. He takes several liberal arts courses, including Conjugal Sexual Morality with Priests, European Art History, Flemish, and The Evolution of the European Union. This, along with a Penn Film Study class, rounds out Rubin’s Wharton undergraduate education before graduating and starting work as a management consultant. (01:30)
Why Marketers Should Study Behavioral Economics
In Chapter 5 of 12, Ken Rona discusses his early career transition touring with large bands to getting a PhD from a Top 10 business school, Duke University. Rona studies voting behavior in political science courses at Stony Brook University and Rona start (03:48)
IRS Payment Options: Pay Off IRS Tax Debt Before the IRS Tax Filing Deadline
All liability has to be paid back in full to the IRS by the 18th of April if you are looking to dodge penalties from failure-to-file from the Internal Revenue Service.
By:
S. Hansonl
Tax preparer fraud has, in recent months, come to the IRS’ attention. More of the federal government’s concentration has relocated to handling this presently unwatched trade. In recent years, an industry has been designed by dishonest accountants …
By:
S. Hansonl
IRS Swindles and Cons, What You Should Be Looking For
Popular Internal Revenue Service Cons to Stay Away From- Or IRS Tax Actions Await
By:
S. Hansonl
The importance of year-round tax planning
You did it! You successfully turned in your tax return by this year’s deadline. That means there’s no need to think about taxes for another year, right? In fact, the Michigan Association of CPAs advises that there are many smart and easy steps you can take now that will potentially improve your financial situation today and at tax time next year.
By:
mschulerl
Understanding the small business jobs act
Small businesses employ a little more than half of all the private-sector employees in the United States, according to the Small Business Administration (SBA). The Small Business Jobs Act of 2010 was aimed at reviving growth in this important sector of the economy. The Michigan Association of CPAs explains some of the key provisions for small businesses and their employees.
By:
mschulerl
How the tax laws can help lower your education costs
It’s no secret that sticker shock sets in quickly when you’re looking at education expenses. The price for yearly tuition alone can range from nearly ,000 at public four-year colleges for in-state students to an eye-popping ,000 or more at private four-year institutions, according to the College Board. And those amounts don’t include the cost of room and board as well as other expenses.
By:
mschulerl
Eight Tips for Deducting Charitable Contributions
Eight Tips for Deducting Charitable Contributions Charitable contributions made to qualified organizations may help lower your tax bill. The IRS has put together the following eight tips to help ensure your contributions pay off on your tax return.
By:
Gary Levine, CPAl
Looking forward for constitutional amendment bill
Earlier our Finance Ministry proposed to keep crude oil, petrol, diesel, ATF and natural gas permanently outside GST through a Constitutional Amendment. The 13th Finance Commission has also recommended that petrol, diesel, ATF, crude oil and natural gas should form part of GST legislation.
By:
Sanjay Chauhanl
Internal Revenue Code Section 79 Plans and Captive Insurance History
When trying to understand how something becomes a target of IRS scrutiny it helps to know its history. In the case of plans that fall under Internal Revenue Code Section 79, that history is complex so getting your information from someone with more than 25 years of experience battling the IRS over these issues is the place to go.
By:
Lance Wallachl
Finance>
Accountingl
Apr 05, 2011
Tax Shelter Penalty Cases Hurt Thousands of Small Business Owners
Don’t let your accountant or financial adviser tell you that if you haven’t been audited yet regarding your participation in a 412i or 419 plan, listed or reportable transaction, or section 79 plan, that you won’t be. Thousands of Small Business Owners are still being sought out by IRS agents hungry to generate revenue and these plans are a primary target for large penalties and fines.
By:
Lance Wallachl
Business>
Strategic Planningl
Mar 08, 2011
IRS Attacks Business Owners in 419, 412, Section 79 and Captive Insurance Plans Under Section 6707A
Taxpayers who previously adopted 419, 412i, captive
insurance or Section 79 plans are in big trouble.
In recent years, the IRS has identified many of these arrangements as abusive devices to funnel tax deductible dollars to shareholders and classified these arrangements as listed transactions.” These plans were sold by insurance agents, financial planners, accountants and attorneys seeking large life insurance commissions.
By:
Lance Wallachl
Finance>
Insurancel
Jan 20, 2011
Senior Abuses" href="http://www.articlesbase.com/insurance-articles/senior-abuses-4055139.html" onclick="_gaq.push(['_trackEvent', 'Articles', 'RelatedArticle', 'Taxes']);">Senior Abuses
The following example is unfortunately not an isolated incident of an abusive sales practice. If accountants were consulted more often by their clients, maybe the following would never happen. Senior citizen clients thought they had every reason to trust Mr. Sell BigPolicy as a financial counselor… Mr. Sell Bigpolicy denies all wrongdoing, but one of his clients – a 73-year-old widow caring for a son with Down syndrome – said he tricked her into buying complicated insurance contracts…
By:
Lance Wallachl
Finance>
Insurancel
Jan 17, 2011
How to Beat the IRS" href="http://www.articlesbase.com/taxes-articles/how-to-beat-the-irs-4054530.html" onclick="_gaq.push(['_trackEvent', 'Articles', 'RelatedArticle', 'Taxes']);">How to Beat the IRS
Beware of someone whose fee is based on a percentage of how much you save in taxes. Or who promises to get you a significantly higher refund than anyone else can. People like these are likely to prepare outrageous returns that will land you deep in trouble with the IRS. Just because the IRS says you owe money doesn’t mean that’s correct. The agency makes mistakes – plenty of them, even computing penalties and interest.
By:
Lance Wallachl
Reportable Transactons – Help From the Experts
The IRS might be ready to levy a ,000 tax penalty on your business for not properly reporting certain transactions to the IRS. Learn more from the leading experts on IRS Reportable Transactions, Listed Transactions, code Sec 79 plans and other retirement & benefit plans for which the IRS is assessing large penalties for not filing the required IRS reporting forms by visiting our blog and website
By:
Lance Wallachl
There are many problems you can run into with the IRS. The following is an overview and helpful information on some of these confusing issues. * IRS Penalties * Unfiled Tax Returns * IRS Leins * IRS Audits * Payroll Tax Problems * IRS Levies * IRS Seizures * Wage Garnishments
By:
Lance Wallachl
Abusive Insurance, Welfare Benefit, and Retirement Plans
The IRS has various task forces auditing all section 419, section 412(i), and other plans that tend to be abusive. These plans are sold by most insurance agents. The IRS is looking to raise money and is not looking to correct plans or help taxpayers. The fines for being in a listed, abusive, or similar transaction are up to 0,000 per year (section 6707A), unless you report on yourself.
By:
Lance Wallachl
Finance>
Insurancel
Jan 07, 2011
Add new Comment
Your Name: *
Your Email:
Comment Body: *
Verification code:*
* Required fields
Submit
Your Articles Here
It’s Free and easy
Sign Up Today
Author Navigation
My Home
Publish Article
View/Edit Articles
View/Edit Q&A
Edit your Account
Manage Authors
Statistics Page
Personal RSS Builder
My Home
Edit your Account
Update Profile
View/Edit Q&A
Publish Article
Author Box
Lance Wallach has 33 articles online
Articles Categories
All Categories
Advertising
Arts & Entertainment
Automotive
Beauty
Business
Careers
Computers
Education
Finance
Food and Beverage
Health
Hobbies
Home and Family
Home Improvement
Internet
Law
Marketing
News and Society
Relationships
Self Improvement
Shopping
Spirituality
Sports and Fitness
Technology
Travel
Writing
Accounting
Banking
Credit
Currency Trading
Day Trading
Debt Consolidation
Insurance
Investing
Loans
Mortgage
Personal Finance
Real Estate
Taxes
Wealth Building
]]>
Need Help?
Contact Us
FAQ
Submit Articles
Editorial Guidelines
Blog
Site Links
Recent Articles
Top Authors
Top Articles
Find Articles
Site Map
Mobile Version
Webmasters
RSS Builder
RSS
Link to Us
Business Info
Advertising
Use of this web site constitutes acceptance of the Terms Of Use and Privacy Policy | User published content is licensed under a Creative Commons License.
Copyright © 2005-2011 Free Articles by ArticlesBase.com, All rights reserved.
Lance Wallach, captive insurance and Section 79 plan expert, is the nation’s leading authority on resolving IRS tax problems for individuals and businesses.
Mr. Wallach, National Society of Accountants’ Speaker of the Year, is a member of the AICPA faculty of teaching professionals and he is a renowned national expert witness in many 419, 412i, and financial abuse cases. To date his side has never lost a case.
Mr. Wallach is often a featured speaker at national conventions for CPAs, attorneys, and business owners and other entrepreneurs, and has over 30 years experience helping people get the most possible money back from the IRS. He can be contacted at 516-938-5007 or wallachinc@gmail.com, or visit www.taxadvisorexperts.org or www.taxaudit419.com for more information.
Lance Wallach is the author of many best selling accounting, taxation, and financial books, including:
Business Plan Templates – 18.95
Complete business plan templates (in MS Word/Excel and PDF Format) that include full industry research, 3 year Excel Financial models, plus a 425+ Funding Source Directory.
Business Plan Templates – 18.95Elderly man killed as robbers battle police
The Eastern Cape’s most wanted and dangerous men who escaped from Wellington Prison in Mthatha two weeks ago have allegedly extended their reign of terror to Elliot.
Read more on Daily Dispatch
Leave a Reply