Tax Talk Today Features IRS and Tax Pros Presenting,
“When Taxes Get More Complicated for Individual Filers”

WASHINGTON--()--Tax Talk Today®, an online series of webcasts educating tax professionals on current and critical tax issues, announced the topic for its July program, When Taxes Get More Complicated for Individual Filers. The Live webcast is scheduled for Tuesday, July 11, 2 - 3:50 PM ET (2 CPE Credits).

Susan L. Kerrick IRS Revenue Agent, S Corporation Technical Advisor SB/SE, Tony Frezza, Pharm D, CFP, EA, NTPI Fellow & Frezza Tax & Financial Services Founder, and Helen O'Planick, EA, HELJAN Associates, LLC, will focus on major life events tax implications, complications that arise for taxpayers with significant investment assets and 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. Complete program description.

The broadcast will be Archived for 12 months for viewers who are unable to watch the Live program, or wish to complete a QAS Self Study CPE program. Viewers can earn 2 CPEs for completing this program, and may email questions before and during the Live program.

Specific topics that will be discussed:

  • Major Life Events

    • Getting married
    • Having/adopting children
    • Buying/owning a home
    • Education/training
    • Job changes/relocation
    • Separation/divorce
    • Selling a Home
    • Receiving an inheritance
    • Death of a spouse
  • Income from Capital Assets

    • What is a capital asset?
    • Dividends
    • Interest
    • Royalties
    • Limits on investment interest deductions
  • Sale or Exchange of Assets

    • Basis determination and adjustment
    • Sale for cash
    • Exchange of assets
    • Involuntary conversions
    • Stock/options
    • Short sales
    • Wash sales
    • Straddles
    • Related party sales
  • Ownership of Investment Real Estate

    • Basis determination and adjustment
    • Rental/leasing income
    • Lease acquisition/cancellation costs
    • Lease to related parties
    • Depreciation
    • Tax-free exchange of real estate

Viewers needing Continuing Professional Education credit can take advantage of a Tax Talk Today subscription price of $270.00 or $18.00/credit for 15 CPE credits, which includes all 7 programs. Up to 23 CPE credits can be purchased. Tax Talk Today is an IRS Approved Continuing Education Provider.

About Tax Talk Today, The Tax Show for the Tax Pro

A 7-program, 15 CPE, webcast series, designed to educate tax professionals with reliable information about complex tax issues. Tax Talk Today features roundtable discussions and real-time interaction with industry professionals, and IRS officials. Tax Talk Today collaborates with the IRS and the NAEA to provide content meeting CPE Credit requirements for CPAs, Enrolled Agents, OTRPs, attorneys, and all professionals needing CPE credits in the tax area. Programs are available Live, Archived or Podcast. Contact Paul Lamonia at 202-559-9330 or or visit


Tax Talk Today
Paul Lamonia, 202-559-9330

Release Summary

Tax Talk Today features IRS and Tax Pros, 7/11/17, 2 PM ET on Live Webcast. Panelists will discuss Individual complicated filings.


Tax Talk Today
Paul Lamonia, 202-559-9330