Formerly Business Quick Answers

Your business income tax "how to" reference. Thoughtfully and logically organized, this book covers C corporations, S corporations, partnerships, LLCs and tax-exempt organizations. It will be the first resource you reach for when you need quick answers to your compliance questions.

• Detailed information on how to report income, deductions and other tax items
• Coverage of the basic requirements for payroll tax compliance - filing requirements, forms to use, deposit requirements and more
• Concise and accurate explanations of key business tax law points, with special chapters on:
• Depreciation and amortization
• Employee benefit plans
• Tax credits and business deductions
• Tax accounting
• Partnerships and corporate acquisitions, dispositions and liquidations

• IRS corporate tax rate schedules
• Entity filing information
• Principal activity codes
• Depreciation tables
• Lease inclusion tables
• Asset class lives
• Special coverage of tax law changes that occurred in the past year
• Worksheets designed to help you calculate specific tax items and then organize the information for input on a return

410 pages

If you would like more details about this product, or would like to order a copy online, please click here.

This webinar series consists of a panel of highly successfully accounting professionals who have each approached the integration of financial planning into their practice in different ways. This second webinar will cover:

• The role of the accountant in financial planning
• What is permitted and what is prohibited
• The importance of the engagement letter
• The financial planning process from setting goals to presenting the plan
• Best practices and lessons learned

Part One:
Why Financial Planning is Important to Accountants Archived Webinar 2012

If you would like more details about this product, or would like to order a copy online, please click here.

In our current economic environment lawyers, both in in-house and external counsel, need to apply stronger and more transparent legal project management practices.  To ensure legal matters are handled efficiently, and to meet the needs and expectations of the business, in-house counsel need to partner with the business, and with external counsel, to scope, plan, staff and monitor the work. This webinar will provide an introduction to the primary elements of legal project management and discuss the benefits LPM can produce for in-house counsel in working with the business, and when working with external counsel. However, implementing LPM often means changing the way we practice.  This is not easy. We will look at the issues and challenges in getting a team to engage in this new approach and provide strategies for success.  The panel will include both internal and external counsel and will discuss real implementation scenarios and issues.

Key Learning Objectives:

• Understand the professional obligations to adopt legal project management practices;
• Understand the benefits of legal project management working within an organization and for an in-house team working with external counsel;
• Understand the basic components of legal project management;
• Understand the different approaches to preparing budgets and estimates; and
• Be aware of the issues and challenges in implementing LPM.

If you would like more details about this product, or would like to order a copy online, please click here.

A lawyer’s duty to avoid conflicts of interest is an important aspect of the duty of loyalty that lawyers owe to their clients. For Canadian in-house counsel, the duty to avoid conflicts of interest presents special challenges due to the nature of the relationship of in-house counsel to their employer. This webinar will enable in-house counsel to effectively navigate the conflict rules in the Canadian legal system, and provide participants with the knowledge to successfully implement best practices to avoid conflicts of interest.

This webinar will provide participants with an introduction to key cases including the recent Supreme Court of Canada case of Canadian Railway Co. v McKercher LLP, 2013 SCC 39, and provincial law society rules on conflicts of interest. It will also address when representation might attract a bright line rule, and when a contextual test will be applied; the circumstances in which a lawyer might be disqualified from representation of a client; and why a waiver might be insufficient. It will provide an opportunity to learn about the unique duties of in-house counsel in relation to conflicts of interest. Finally, it will provide discussion on some best practices for creating effective policies and procedures to avoid the creation of circumstances in which a conflict of interest would arise.

Key Learning Objectives:

• Learn about the provincial Law Society rules on conflicts of interest in Canada;
• Learn the key Canadian cases on conflict of interests, the rules that have emerged from the jurisprudence, and the policy concerns of the Canadian courts in relation to a lawyer’s duty to avoid conflicts;
• Understand and reflect on your professional duties to your employer, and to your professional regulator, in circumstances in which a conflict of interest may arise; and
• Learn about best practices and policies to avoid conflicts of interest.

If you would like more details about this product, or would like to order a copy online, please click here.

It's often a very difficult decision for your client to make, when they must decide whether to transfer holdings in their farm or farm property. But the complexity doesn't end there. While that decision is being made, the advisors must step in and help to ensure that the transactions are arranged in the most tax efficient and practical manner. For those approaching any potential farm restructurings or sales, this webinar will be essential.

This archive webinar covers a comprehensive look at the preferential tax treatment that transfers of qualifying farms or farm property can enjoy on passing to the next generation or on the sale to outside parties. This includes an overview of the capital gains exemption available for the sale of qualifying farm property shares and partnership interests, and rollovers to certain family members (both inter vivos and on death). While similarities do exist with among these transfers, there are traps and nuances that practitioners must be aware of to ensure their transactions qualify for beneficial tax treatment desired.

More specifically, for each of the above types of transfers, this archived webinar will explore:

• What property qualifies for the treatment?
• Who is entitled to the preferential tax benefit?
• What does farming mean in these contexts?
  • What is the business of farming for tax purposes?
  • What is being "actively engaged on a regular and continuous basis"?
  • Who must farm the property?
  • When must farming activity take place?
  • How much of the property must be used in farming?
• What are the common things farms may do to fall offside?
• Putting it all together - a compare & contrast with examples
• Bonus Issue (time permitting) - Craig vs. the Queen - restricted farm losses

Note: This webinar took place on October 1, 2013.

If you would like more details about this product, or would like to order a copy online, please click here.

Trusts have become extremely valuable tools when planning for the continuance of a person's estate, and are often used in business succession planning as well. For example, discretionary trusts are one of the most flexible tax planning tools available. However, there are many types of trusts, and each can be used to tailor specific planning needs.



Just as trusts are a valuable tool, there are also many tax and legal traps that one needs to be cognizant of when using them in client situations. For example, the very creation of the trust can be particularly troublesome if it is not set up with the correct attributes or if assets are not transferred to it correctly.

This 2 hour webinar will provide a practical and complete overview of the legal definitions and considerations of various trust types, as well as reviewing important tax considerations when planning with trusts. Examples of suggested tax planning structures and related tips will also be provided.



More specifically, topics covered will include:

• What elements are required for a properly created trust
• Tax issues to review when creating a trust and in particular the tax attribution rules
• Review of types of trusts used in estate and business planning - including insurance trusts, spendthrift trusts, asset protection trusts, private foundation trusts and trusts created for probate and estate tax minimization and income splitting
• Change of trustees - change of control from a tax perspective
• What are the tax and other limitations of amending a trust once created
• What ongoing obligations do trustees have to beneficiaries, including reporting and trust accounting

If you would like more details about this product, or would like to order a copy online, please click here.

Barry Reiter and a panel of experts provide a closer look at the key legal developments influencing Canadian Corporate Counsel today.

Key Learning Objectives

1. You will understand how recent developments in internet and privacy law have changed how businesses operate
2. You will be aware of how the employee/employer relationship has changed as a result of recent developments in employment law
3. You will be cognizant of the curent changing and challenging environment in which in-house counsel operate and how they must respond to a variety of external and internal challenges
4. You will understand why changes to the Competition Act, the current scrutiny of executive compensation, privilege and access to information requests, and the move to IFRS require your attention.

Panel of experts

Format

The following is required to access the archived webinar:

• Flash Player installed in your computer
• Internet Connection
• Sound Card

The webinar consists of a recording only of the live event. There is no time limitation in usage, you can play, pause and stop the presentation at your convenience.

If you would like more details about this product, or would like to order a copy online, please click here.

Interested in Reporting Foreign Property on the T1135, but missed the webinar that took place on May 5, 2014? Here is your chance to purchase the webinar recording.

The CRA has extended the filing deadline for the T1135 to July 31, 2014. If you will be preparing T1135 forms for T1 clients after tax season, have to prepare T1135 forms for corporations or just want to make sure that you filed your T1135s correctly, then view this webinar for an analysis of the revised T1135.

Maureen Vance, CPA, CA, a tax consultant with Wolters Kluwer CCH will explain the new reporting requirements on the T1135 and your reporting options, and will also review what constitutes Specified Foreign Property.

The webinar archive will include the following topics:

If you would like more details about this product, or would like to order a copy online, please click here.

This 3-hour recorded Webinar is entitled "Preparing and Conducting a Consultation with CCH Profit Driver." It is a high energy, informative session led by Mark Holton: an internationally renowned taxation and business management consultant and an expert in CCH Profit Driver implementation. Step by step you will learn how to become a trusted advisor to your clients, earning additional revenue by providing them with the consultation services they not only want, but need in today's economy.

Here are just some of the topics that will be covered at this important event:

• How to determine which clients are potential prospects for your consultation service
• How to efficiently prepare a consultation using CCH Profit Driver
• How to explain financial formulas using terms that are easy to understand
• How to conduct the ideal consultation
• What your next steps should be after the consultation has been completed
• What your pricing strategy should be for these value-added services
• And more!

If you would like more details about this product, or would like to order a copy online, please click here.

One of the tax planning strategies often employed in estate planning involves the use of an estate freeze to transfer future growth in assets to the next generation. Estate freezes come in many forms, and each bears its own unique set of risks and complexities.

Join the tax lawyers of Minden Gross LLP for a practical two-part discussion of estate freezes. This webinar will highlight some of the topics found in CCH's "Implementing Estate Freezes", authored by David Louis of Minden Gross. More particularly, the first part of this webinar series will review the "why's" and "how-to's" of implementing estate freezes, and provide guidance on avoiding common traps associated with such types of succession plans. More specifically, topics covered in Part 1 will include:

• What is an estate freeze?
• When should a freeze be implemented?
• Basic configuration
• Share provisions
• Section 85 vs section 86 freezes
• Common pitfalls
• The use of trusts
• Tax traps associated with estate freezes

Part 2 of this series will air during the winter semester. Details can be found at [link coming later].

If you would like more details about this product, or would like to order a copy online, please click here.

By popular demand, we are now offering an archived version of the webinar GST/HST & Real Property Transactions that took place on November 20, 2014.
 
Although many GST and HST concepts are well understood by taxpayers, many of the real property rules are less well known. The rules associated with real property are complicated, having led even tax practitioners astray, and the dollar values of these transactions are usually high. Accordingly, audit activity in the sector is also high and GST/HST errors have led to costly CRA reassessments.

This archived webinar will provide a practical understanding of the complex rules for real property transactions and the current issues faced by the industry in applying the GST/HST in the development, construction and sale of real property.

Topics specifically covered include:

• Current state of affairs
• Bare trustees
• Joint ventures
• Partnerships
• Sales of vacant land
• Self-assessments
• New housing rebates
• Rental property rebates
• Documentary requirements for input tax credits

By purchasing this archive webinar, you will receive:

• 30 days to review the webinar recording 

• PDF version of the presentation slides

Our Speaker: 

Wayne Mandel, PwC LLP

Wayne Mandel is an Indirect Tax Manager with PricewaterhouseCoopers LLP. He specializes in the Goods and Services Tax and the Harmonized Sales Tax and has concentrated his area of practice primarily in the real estate sector. Wayne has provided advice and interpretation on a wide range of issues and has also provided assistance to clients in preparing for government audits, support during the audit process and resolving assessment issues. Wayne has experience in the appeals process and making submissions under the government's taxpayer relief provisions. He has delivered numerous presentations to clients on changes and new developments in these taxes.

If you would like more details about this product, or would like to order a copy online, please click here.

By popular demand, we are now offering an archived version of the webinar Death and Taxes - When Life's Two Certainties Collide that took place on October 28, 2014.

Many a joke has turned on the axiom about the certainty of death and taxes. However, when the first precipitates the second, the resulting complexities are anything but humorous. The planning opportunities and potential complications in planning for those who have a broad base of asset holdings often leave accountants feeling confused and frustrated. Fret no longer.  

In this insightful but concise two-hour archived webinar, Shaun Doody will provide a practical overview of the tax issues and considerations that can arise upon the death of a taxpayer. This includes an overview of the deeming rules invoked on death, the tax treatment of various assets, and some planning opportunities and strategies available to deal with these issues.

More specifically, topics covered will include: 

• Overview of taxation on death in Canada
• Income in year of death
• Deemed realization of income at death
• Deemed disposition of assets at death
• Tax treatment of jointly held assets
• Tax treatment of special assets
  • Principal residence
  • Small business corporations
  • Farming and fishing properties
  • Cottage and vacation properties
  • Partnership interests
  • Trust interests
  • Personal use property
• Charitable donations
• Special rules and elections
• Insurance 
  • Corporate owned policies
  • Valuation issues
  • Capital dividend account
• Foreign assets
• Post-mortem tax planning
  • Capital losses of the estate
  • Step up strategy
  • Pipeline strategy
• Taxation of estates
  • Testamentary trusts
  • Testamentary spousal trusts
  • 21-year rule
  • Distributions to non-residents
  • 2014 Budget changes to taxation of estates/testamentary trusts 
• Estate planning
  • Objectives
  • Estate freeze
  • Inter vivos trusts
  • Charitable donations
  • Spousal rollovers
  • Income splitting
• US tax issues

 This archived webinar includes:

• 30 days to review the webinar recording
• PDF version of the presentation slides

Our Speaker: 
Shaun Doody, Tax Lawyer, Fogler Rubinoff LLP

Sha

If you would like more details about this product, or would like to order a copy online, please click here.

Updated annually, 1120S Express Answers is a spiral-bound resource that helps practitioners prepare Form 1120S tax returns quickly, easily and accurately – with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.

- Form 1120S - General Information
- Schedules A and B
- Schedules K and K-1
- Schedles M-1, M-2 and M-3
- Schedule D
- Corp. Level Taxes and Estimated Tax Payments
- Special Rules
- Distributions to Shareholders
- Taxation of Shareholders
- Formation of an S corporation
- Funding the S Corporation
- Administrative Matters
- Stock Transfers and Terminations
- Election Statements and Checklists
- State Tax Information
- Index

If you would like more details about this product, or would like to order a copy online, please click here.

Updated annually, 1065 Express Answers is a spiral-bound resource that helps practitioners prepare Form 1065 tax returns quickly, easily and accurately - with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.

- Form 1065 - General Information
- Income and Deductions
- Schedules A and B
- Schedule K
- Schedules L, M-1, M-2 and M-3
- Schedule D
- Partner’s Schedule K-1
- Allocation Rules
- Partnership Formation
- Depreciation
- Transfers of Interest
- Death or Retirement of a Partner
- Terminations, Mergers and Divisions
- Real Estate Partnerships
- LLCs, LLPs and LLLPs
- State Tax Information
- Election Statements
- Form 1065 Checklist
- Index

If you would like more details about this product, or would like to order a copy online, please click here.

Updated annually, 1041 Express Answers is a spiral-bound resource that helps tax practitioners who prepare fiduciary income tax returns.

1. Compliance oriented, line-by-line approach,
2. Plain-English guidance, making the complex rules (and exceptions to the rules) easy to understand and apply.
3. New rules and form changes highlighted.

Tab 1: Filing Issues
Tab 2: Form 1041
Tab 3: Income In Respect of a Decedent
Tab 4: Business Income (or Loss)
Tab 5: Farm Income (or Loss)
Tab 6: Rents, Royalties, Partnerships
Tab 7: Schedules A - Charitable Deduction and B - Income Distribution Deduction
Tab 8: Schedule G - Tax Computation and Other Information
Tab 9: Schedule I - AMT
Tab 10: Schedule D - Capital Gains and Losses
Tab 11: Schedule J - Accumulation Distribution
Tab 12: Depreciation, Depletion, Amortization
Tab 13: Schedule K-1
Tab 14: Modification and Termination
Tab 15: State Tax Information
Tab 16: Index

If you would like more details about this product, or would like to order a copy online, please click here.

1040 Express Answers is a spiral bound quick-reference guide that will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

• Form-oriented organization presented the way you work - line-by-line, right down the return.
• Plain English guidance, making the complex rules (and exceptions to the rules) easier to understand and apply.
• New rules and form changes highlighted, so you can ensure your clients take advantage of new law changes to maximize tax-saving opportunities and avoid pitfalls.

Tab 1        Form 1040
Tab 2        Schedules A and B
Tab 3        Schedules C, F and SE
Tab 4        Schedule D and Form 4797
Tab 5        Schedule E: PALs and At-Risk Rules
Tab 6        Form 2106
Tab 7        Form 4562: Depreciation
Tab 8        Cars and Listed Property
Tab 9        Social Security and Retirement Planning
Tab 10      Tax Credits and AMT
Tab 11       Estimated Payments/Penalties/Amended Returns
Tab 12      Tax Representation Issues and Filings
Tab 13      Family and Education
Tab 14      Estate Planning
Tab 15      State Tax Information
Tab 16      2013 Developments and Planning Tools
Tab 17      Tax Tables
Tab 18      Index

If you would like more details about this product, or would like to order a copy online, please click here.

1040 Express Answers is a spiral bound quick-reference guide that will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

- Form-oriented organization presented the way you work - lineby-line, right down the return.
- Plain English guidance, making the complex rules (and exceptions to the rules) easier to understand and apply.
- New rules and form changes highlighted, so you can ensure your clients take advantage of new law changes to maximize taxsaving opportunities and avoid pitfalls.

Tab 1 Form 1040
Tab 2 Schedules A and B
Tab 3 Schedules C, F and SE
Tab 4 Schedule D and Form 4797
Tab 5 Schedule E: PALs and At-Risk Rules
Tab 6 Form 2106
Tab 7 Form 4562: Depreciation
Tab 8 Cars and Listed Property
Tab 9 Social Security and Retirement Planning
Tab 10 Tax Credits and AMT
Tab 11 Estimated Payments/Penalties/Amended Returns
Tab 12 Tax Representation Issues and Filings
Tab 13 Family and Education
Tab 14 Estate Planning
Tab 15 State Tax Information
Tab 16 Developments and Planning Tools
Tab 17 Tax Tables
Tab 18 Index

If you would like more details about this product, or would like to order a copy online, please click here.

Available: December 2011

This spiral bound quick-reference guide will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

You'll benefit from...

• Compliance oriented, line-by-line approach,
• Plain-English guidance, making the complex rules (and exceptions to the rules) easy to understand and apply.
• New rules and form changes highlighted.  
• Charts and tables summarizing important concepts, facts and figures
• Quick-reference icons which identify Cautions, Examples, Planning Pointers, and Gray Areas to alert you to must-know information.
• References to U.S. Master Tax Guide paragraphs.

• 1041 Express Answers (2012)
• 1065 Express Answers (2012)
• U.S. Master Tax Guide®,2012
• ProSystem fx Tax: for U.S. Tax Returns
• INTERNAL REVENUE CODE: Income, Estate, Gift, Employment and Excise Taxes, Winter 2012 Edition
• U.S. INCOME TAX REGULATIONS, Winter 2012 Edition

If you would like more details about this product, or would like to order a copy online, please click here.

Rotch Library - NA2750.P778 2018

Rotch Library - SB484.G7 R69 2019

Rotch Library - NA7125.L69 2019

Rotch Library - NA1540.F82513 2017

Rotch Library - NA2543.L5 I57 2018

Rotch Library - NA2542.4.N66 2020

Rotch Library - NA21.V47 2019

Rotch Library - NA1347.O75 2019

Dewey Library - SB401.W3 H85 2019

Rotch Library - SB470.5.D47 2019

Rotch Library - NA1485.A73 2019

Rotch Library - NA737.C369 D66 2019

Barker Library - TH1719.W46 2019

Rotch Library - NA680.S79 2020

In the first of our bi-weekly links shows we chat about the latest news on the Editorially team, have some friendly banter about startup culture and Kieran delves into the world of devices.

• Editorially team goes to Vox Media
• The 10 Things You Should Do When You Have Your Next Web Idea
• How Startup Funding Really Works (Infographic)
• Disney Engineers Invented an Algorithm That Automatically Edits Multi-Cam Footage
• By-pass App Store QA with Rollout
• Connect SDK

If you have a link for us feel free to get in touch on Twitter and Facebook.

After discussing Kieran’s classic 90’s Peugeot 306 Turbo Diesel we turn our focus back to six cuts from our web travels. This week featuring the finest in USB protection and 15 of the best productivity hacks money can’t buy.

• USB Condom
• 1 Year as a Digital Nomad – How to Build a Business by the Beach
• iPhone ATM PIN code hack
• Improving Smashing Magazines Performance: A Case Study
• Can I use?
• 15 Instant Productivity Hacks Every Professional Needs to Know

If you like our show please feel free to leave us a review on iTunes.

This week it’s our links show in which we ask the question “does having a beard make you a better dev” as well as discuss a very meta podcast and a new team collaboration tool. You may notice a slight audio disparity towards the end. Unfortunately, Kieran’s Yeti cable fell out (professional to the end) a new mic is on order!

• Mendip Hills
• Somerset Levels
• How to Beard
• Talko
• Hear Startup
• Tesco to sell Blinkbox
• Inside the company that rebuilt Digg
• Archive Today

If you like our show please feel free to leave us a review on iTunes.

Happy 2015! We are back for the new year with a look at four links that caught our attention over the holiday season. We also spill the beans on some of the topics we’ll be covering this year.

Featured in this weeks episode:

• TechCrunch Cribs
• 12 Startups in 12 Months
• Just Try and do a Good Job
• Moonpig Vulnerability

If you like our little show we’d very much appreciate a review on iTunes if you have time. Thanks!

I’ll say this — time off between episodes certainly gives us plenty to talk about. In our 45th, almost hour–long, outing behind the mics we welcome new members to “the club“, discuss Kieran’s move into the world of coffee capsule commerce, ponder on new forms of web education, and learn more what Kieran receives in the post!

• David McCann
• Matt Wilmott
• Colonna Coffee
• Oliver Lindberg
• The New Digital School
• Lecture In Progress
• Lecture In Progress Kickstarter
• Web Teaching Day
• How to Survive as a Web Designer Beyond 2020