Continuing Education for CPAs, EAs and Attorneys. Sponsoring Branch:

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1 Continuing Education for CPAs, EAs and Attorneys Sponsoring Branch:

2 Page One Schedule at a Glance May 11, 2016 Everything You Need to Know about Real Estate Depreciation NEW this year, webinar and offsite viewing options! June 8, 2016 June 22, 2016 July 13, 2016 Page Two Aug. 10, 2016 Sept. 21, 2016 Real Estate Tax Roundup Basis Rules: Key Concepts for Partnerships, LLCs and S Corporations How to Settle an Estate from A to Z Top 20 IRA Rules Every Tax Practitioner Should Know Advising Clients Who Are Buying or Selling a Small or Medium-sized Business Oct. 19, 2016 Tax and Financial Challenges of Retirement Planning: Social Security, Medicare and Elder Care Nov. 2, 2016 Page Three Nov. 16, 2016 Dec. 7, 2016 Jan. 11, 2017 Top 20 Tax Planning Strategies to Implement before Year-end Individual Tax Update Tax Update for Small and Medium-sized Businesses and Their Owners Getting Ready for Busy Season: New IRS Forms and Compliance Requirements About The All-Star Tax Series The All-Star Tax Series, sponsored by Edward Jones, is an accredited program that offers tax and legal professionals an opportunity to earn continuing education credits at nearby Edward Jones branch offices, offsite at firms and via webinar. Courses are backed by a 100% satisfaction guarantee. If you are dissatisfied with a course, please contact The All-Star Tax Series via the information below. Course Information Broadcast Times: Broadcast Location: Format: Televised broadcast with Q&A forum (or this year s new webinar viewing option) NASBA Delivery Method: Group Internet-based NASBA Field of Study: Taxes Advance Preparation: None required, but you may download your course materials as early as two weeks prior to your course; see your registrationconfirmation for details. Continuing Education All-Star Tax Series, LLC is an accredited continuing education provider through its parent company, Surgent McCoy CPE, LLC. CPE and IRS Credits: 3 hours CLE Credits: Subject to state variations; visit for your state s details. Contact Information Phone: info@allstartax.com Web:

3 Course Catalog Everything You Need to Know about Real Estate Depreciation Wednesday, May 11, 2016 This program outlines the detailed interactions of new depreciation and expensing-related rules, how and when expenditures must be capitalized and depreciated, and when they can be expensed. Key topics include IRS repair regulations and Rev. Proc , as well as depreciation rule changes enacted as part of the PATH Act. Real Estate Tax Roundup Wednesday, June 8, 2016 Real estate tax issues impact many individuals and businesses, from individuals who own their home and deduct mortgage interest to more sophisticated investors with substantial real estate investments. This program covers a spectrum of real estate tax issues that general tax practitioners may encounter in advising their individual and business clients. Basis Rules: Key Concepts for Partnerships, LLCs and S Corporations Wednesday, June 22, 2016 This course covers the most critical issues related to basis calculation for S corporation shareholders, partners and multiple-member limited liability company members. Additional key topics include how the at-risk rules limit pass-through entity losses and the differences in how the basis rules apply to S corporations and partnerships. How to Settle an Estate from A to Z Wednesday, July 13, 2016 A variety of challenges face the tax practitioner and attorney settling an estate, including safeguarding the decedent s property, paying debts and taxes, and when to distribute the assets of the estate. This program offers a non-state-specific review of the steps necessary to settle an estate, highlighting the different roles and contributions of the attorney and the tax practitioner. 1

4 Course Catalog Top 20 IRA Rules Every Tax Practitioner Should Know Wednesday, Aug. 10, 2016 Tax practitioners frequently encounter tax issues related to IRA contributions, distributions, Roth conversions and beneficiary designations. This program addresses 20 rules governing IRAs and their owners and beneficiaries so tax preparers are equipped to address these important topics with their IRA-owner clients. Advising Clients Who Are Buying or Selling a Small or Medium-sized Business Wednesday, Sept. 21, 2016 Most small and medium-sized businesses are organized as sole proprietorships, S corporations or limited liability companies (LLCs) treated as partnerships for federal tax purposes. This program discusses the tax impact on both buyer and seller when an interest in an LLC, stock in an S corporation or the assets of a business are sold. Tax and Financial Challenges of Retirement Planning: Social Security, Medicare and Elder Care Wednesday, Oct. 19, 2016 This three-part program will address specific areas of retirement planning. Part I focuses on Social Security with popular national speaker Mary Beth Franklin, who will discuss the options available to Social Security beneficiaries after the 2015 Social Security law changes. Part II covers Medicare with expert Dave Cowan. In Part III, elder law attorney Erin Merkle will discuss elder law topics. Course Level: Basic Top 20 Tax Planning Strategies to Implement before Year-end Wednesday, Nov. 2, 2016 Individuals and business owners do not want to be burdened with unnecessary income taxes, and they expect their tax advisors to understand the latest tax reduction methods. With less than two months before the end of 2016, this program is a rundown of 20 new and proven tax planning strategies practitioners can use to help their clients reduce income tax liability. 2

5 Course Catalog Individual Tax Update Wednesday, Nov. 16, 2016 As 2016 comes to an end and another tax season approaches, each tax practitioner needs to know the legislative, regulatory and case law changes that impact individual taxpayers in 2016 and Through a review of legislation and regulations taking effect in 2016, this program will prepare practitioners to discuss new tax developments with individual tax clients and implement appropriate planning strategies. Course Level: Update update Tax Update for Small and Medium-sized Businesses and Their Owners Wednesday, Dec. 7, 2016 This program focuses on new business-related tax developments that can be employed during 2016 to help small and medium-sized businesses and business owners reduce their tax liability. Through a review of legislation and regulations taking effect in 2016, as well as the tax implications of recent case law, this course will prepare practitioners to discuss the 2016 tax environment with their small and medium-sized business clients. Course Level: Update update Getting Ready for Busy Season: New IRS Forms and Compliance Requirements Wednesday, Jan. 11, 2017 Getting ready for busy season involves knowing not only the new tax rules for 2016 but also how those new rules impact IRS tax forms for This course provides tax practitioners who will be preparing or reviewing income tax returns with an up-to-date overview of important new tax forms, IRS tax form revisions reflecting 2016 developments, and information on tax form filing issues and deadlines. For complete course descriptions, visit 3

6 Registration Individuals can save by attending multiple courses in the series, or firms may divide registrations between attendees and courses in any combination that fits their needs. Program Fees Season Pass purchase: Up to 11 courses $ Save up to $410 (Season pass available to individuals only.) Single-course purchase: Three-hour course Multiple-course purchases: $ per course Four or more $ per course Save 10% Six or more $ per course Save 20% Eight or more $ per course Save 35% For your convenience, we accept VISA, MasterCard, American Express and Discover. Online Registration: Visit to register. You and your sponsoring Edward Jones branch will be sent a confirmation as soon as your registration is received. Complete details regarding offsite and webinar viewing options are also available. Advance Preparation: None required, but you may download your course materials as early as two weeks prior to your course; see your confirmation for details. Cancellations/Refunds: Full refunds will be issued for cancellations received more than five business days before the date of the broadcast. A refund issued for a cancellation received fewer than five business days before the broadcast will be subject to a $20 service charge. Any cancellation received after 5 p.m. Eastern time the business day before the broadcast will not be eligible for a refund. No refund is available for discounted multiple-course purchases, and registrations cannot be carried over to subsequent seasons. However, a registrant may, at no added cost, transfer his or her course registration to another course in the series or transfer his or her registration to another person at any time up to 5 p.m. Eastern time on the business day before the course for which he or she originally registered. No transfer request will be accepted after that time. To cancel or to transfer your registration, info@allstartax.com; branches cannot process cancellation or transfer requests. Continuing Education Credit All-Star Tax Series broadcasts qualify as continuing education courses for CPAs and EAs. Attorneys in most states may earn CLE credit, and courses are also accepted as credit toward the IRS Annual Filing Season Program (AFSP) record of completion. If you wish to apply a course toward your continuing education requirements, you will have an opportunity to indicate this and, if applicable, enter your PTIN during the registration process. CPAs: Each All-Star Tax Series course qualifies for three live (group Internet-based) CPE credit hours. [NASBA-registered CPE sponsor: Surgent McCoy CPE, LLC; sponsor ID numbers: New York ; Texas ; NASBA Registry (all other states) ] Attendance will be verified via a sign-in sheet at the Edward Jones branch or via online attendance checks for webinar attendees, and a CPE certificate will be ed within 10 business days. Attendees are responsible for reporting earned credits to their state boards of accountancy according to individual state guidelines. Surgent McCoy CPE, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: Attorneys: Visit to find out if courses are approved for CLE credit in your state. EAs and AFSP participants: Each All-Star Tax Series course is accepted by the IRS for three credit hours toward annual CE requirements or the AFSP record of completion. (IRS-approved CE provider: Surgent McCoy CPE, LLC; provider ID number QDEJK) The All-Star Tax Series, produced by All-Star Tax Series, LLC and sponsored by Edward Jones, is intended to serve solely as an aid in continuing professional education. The information in the broadcasts and course materials has been carefully compiled from sources believed to be reliable, but its accuracy is not guaranteed; information is not appropriate to serve as the sole resource for any tax and accounting opinion or return position and must be supplemented for such purposes with other current authoritative materials. Opinions and positions stated in All-Star Tax Series programs and materials are those of the presenters and/or authors and do not necessarily represent the opinions or positions of Edward Jones. In addition, All-Star Tax Series, LLC and its authors and instructors are not engaged in rendering legal, accounting or other professional services and will not be held liable for any actions or suits based upon the course material or comments made during the broadcasts. If legal advice or other expert assistance is required, individuals should consult a qualified professional. Reprinted by Edward Jones with permission from All-Star Tax Series, LLC. All rights reserved. CPA-7864D-A EXP 25 JAN 2017