When Taxes Get More Complicated for Individual Filers
Tuesday, July 11, 2017
You have until 12/31/17 to use this course as credit.
2:00 PM – 3:50 PM ET
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CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0117
IRS/RPO Approved Program
#7ZBUJ-T-00058-17-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00058-17-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)
This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page. Former Director of Internal Communications for the IRS, Les Witmer, moderates the program.
The program, through a lively round-table discussion and real time interaction with the audience, looks at the complications that arise for taxpayers with significant investment assets or receive a relatively high level of compensation. The program will focus on income from capital assets, including stocks, bonds, and real property. Panelists will examine the holding of real estate as an investment and whether or not the ownership of real estate can become an active business for the owner. For the highly compensated taxpayer, the panel will focus on the taxation of property received as compensation, including stock options and grants, restricted property, and incentive and deferred compensation.
1) Identify what are capital assets and how the income from those assets is taxed.2) Identify the tax consequences when assets are sold or exchanged.
Les Witmer, APR
Les Witmer has served as the moderator for Tax Talk Today since 2001. He is a Communications Consultant in Atlanta. He retired after a distinguished career of 34 years with the Federal Government serving the last 23 years with the Internal Revenue Service. He held various positions with the IRS in Communications and Taxpayer Information and retired during the stand-up of the Wage and Investment Division as the Director of Communications. He also was periodically assigned by the U.S. Treasury Department to the Office of Economic Cooperation and Development (OECD) to be a member of an international team that advised and conducted seminars on Taxpayer Information and Customer Service programs to tax and ministry of finance officials from Russia and other Eastern European Countries. Preceding IRS, he served on active duty with the U.S. Army including as an infantry officer in Vietnam. He had other active duty and reserve assignments culminating with being activated during Desert Storm. He retired as a Lieutenant Colonel. He holds a B.S. in Journalism from the University of Southern Mississippi and an M.S. in Public Administration from the American University.
Tony Frezza, Pharm D, CFP®, EA
Founder and principle of Frezza Tax and Financial Services, Tony Frezza is a 20-year veteran in the financial services industry and has been an enrolled agent since 2006.
Helen P. O'Planick began her tax career in 1984 as a VITA/TCE volunteer in Kingman, Arizona. She became an enrolled agent in 1994, and runs her own tax practice, HELJAN Associates, LLC, in York, Pennsylvania. HELJAN serves business and individual clients with write-up, payroll, tax preparation, financial advice, and representation services.
David F. Windish, J.D., LL.M
David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the
Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.
Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.