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2018 Changes – All the New Rules

Area: Federal Tax Law

Description: With the old rules from 2017 now behind us, we want to evaluate and prepare for new rules and how they will affect our clients.
$30.00

Affordable Care Act - Employer Rights & Responsibilities

Area: Federal Tax Law

Description: The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare.
$45.00

Affordable Care Act - Individual Rights and Responsibilities

Area: Federal Tax Law

Description: The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare.
$30.00

Are All Charities Deductible?

Area: Federal Tax Law

Description: In this webinar, we will explore all of the IRS exempt organizations listed in Section 501. Which donations can be deducted will be discussed and we’ll take a look at Publication 78, which interactively researches the EIN and names of 501(c)(3) organizations. Proper substantiation will be discussed ...
$15.00

Common IRS Red Flags

Area: Federal Tax Law

Description: This webinar focuses on common IRS red flags that trigger IRS notices, and provides helpful tips for responding to notices.
$15.00

EITC Due Diligence

Area: Federal Tax Law

Description: This course presents an overview of the earned income credit (EIC) rules and the common errors uncovered by the IRS in connection with claims for the credit.
$30.00

Enrolled Agent Ethical Standards: Practices and Procedures

Area: Ethics

Description: This course examines enrolled agent conduct standards with respect to professional practice. It identifies the individuals who may practice before the IRS and defines the term “practice before the Internal Revenue Service". Revision Date: June 2017
$30.00

Exempt Nonimmigrant Nonresident Alien Visa Holders

Area: Federal Tax Law

Description: This webinar will discuss which classes of nonimmigrants and nonresident aliens are exempt from U.S. Social Security and Medicare taxes. Revision Date: December 2018
$15.00

Federal Income Tax Changes 2018

Area: Federal Tax Law

Description: This course examines the tax changes effective for the 2018 tax year that are more significant from the perspective of an income tax preparer. Context is provided, as appropriate, to assist readers in understanding the changes.
$45.00

Keeping Taxpayer Data Secure

Area: Federal Tax Law

Description: In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime.
$30.00

Safeguarding Taxpayer Information

Area: Federal Tax Law

Description: The Safeguarding Taxpayer Information webinar presents the tax preparer’s responsibilities in handling sensitive taxpayer data and explains the steps to take in order to comply with the governing rules and regulations. Revision Date: June 2016
$15.00

Stock and Debt Basis for S Corporation Shareholders

Area: Federal Tax Law

Description: This webinar discusses how to properly document S corporation basis in order to support losses and deductions claimed on shareholder’s individual returns. Revision Date: September 2018
$15.00

Tax Credits for Immigrant Families

Area: Federal Tax Law

Description: This webinar will discuss how the new Tax Cuts & Jobs Act will apply to these mixed-status families. Revision Date: December 2018
$15.00

Tax Treatment of Individual Retirement Arrangements

Area: Federal Tax Law

Description: This course examines the taxation of individual retirement arrangements (IRAs). In so doing, it discusses traditional and Roth IRAs, addressing the federal rules concerning: contribution limits and tax treatment; tax treatment of traditional IRA distributions, including regular, early and lifetime r...
$30.00

Tax Treatment of Life Insurance Proceeds

Area: Federal Tax Law

Description: This course discusses the income tax treatment of death benefits and living proceeds from life insurance contracts. It considers the statutory definition of life insurance contained in Internal Revenue Code §7702 and the tax consequences of a life insurance contract’s failure to meet the definition....
$45.00

Tax Treatment of Retirement Plans, Pensions, and Annuities

Area: Federal Tax Law

Description: This course discusses the federal income tax treatment of, and limitations related to a) qualified employee plan contributions and distributions, and b) commercial annuity contracts. Revision Date: July 2017
$45.00

Tax Treatment of Sickness and Injury Plans

Area: Federal Tax Law

Description: Tax Treatment of Sickness and Injury Plans is an online course that addresses the tax treatment of plans designed to provide benefits upon the sickness or injury of a taxpayer. It examines the tax treatment of contributions to and benefits received under, health insurance, health savings accounts (H...
$45.00

The Ins and Outs of Circular 230

Area: Ethics

Description: The Ins and Outs of Circular 230 provides an overview of the circular, which is the publication of rules governing practice before the Internal Revenue Service.
$30.00