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2019 Annual Federal Tax Refresher Course (AFTR)

Area: Tax Update

Description: Successful completion of the 2019 Annual Federal Tax Refresher (AFTR) Course counts toward the voluntary annual requirement for obtaining an IRS Annual Filing Season Program (AFSP) Record of Completion for the 2019 filing season.

To be eligible for an AFSP Record of Completion, p...
$59.00

2019 Tax Update – The New Rules

Area: Tax Update

Description: With the old rules now behind us, we want to continue evaluating the new rules and how they affect our clients.
$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

Education Tax Benefits

Area: Federal Tax Law

Description: This course will examine the programs, credits, deductions, and federal income tax treatment of various items that affect saving for and financing an individual’s education.
$60.00

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: January 2019
$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 2019

Area: Tax Update

Description: This course will examine the tax changes that took effect in 2018 as a result of passage of the TCJA and the inflation-changed limits effective for 2019 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in under...
$60.00

Healthcare Reform - ACA Tax Provisions

Area: Federal Tax Law

Description: This course will review the principal provisions of the Patient Protection and Affordable Care Act (PPACA) and will examine its tax impact on individuals and businesses.
$45.00

Hobby vs. Trade or Business

Area: Federal Tax Law

Description: It’s important for the tax preparer to recognize the difference between a “For-Profit” Business and a Hobby under IRC §183. In addition to learning how to tell the difference, you will also learn how to report hobby income that has no profit motive.
$30.00

How Being Ethical Impacts Your Time, Money, and Friends

Area: Ethics

Description: This course concentrates on how being ethical costs you time, money, and friends. It also discusses the use documents like “conflict of interest releases”, “disclosure statements under § 7216”, the new due diligence standards, Circular 230, and keeping you safe from IRS scrutiny. This course is info...
$30.00

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

Most Common Errors by Tax Preparers

Area: Federal Tax Law

Description: This subject will explore the most common errors committed by tax preparers and how to avoid them. This course is intended to better prepare us to avoid errors & embarrassing situations. Revision Date: September 2019
$15.00

Practice Before the IRS

Area: Federal Tax Law

Description: This course addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes representation before the IRS.
$30.00

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 Implications of Crowdfunding

Area: Federal Tax Law

Description: In today's world, people often turn to crowdfunding to raise money quickly. Whether it is a campaign to launch a new product or to collect donations for a loved one, understanding the tax implications of crowdfunding is necessary. Explore the concerns and issues arising from crowdsourced fundraising...
$15.00

Tax Preparer Ethics

Area: Ethics

Description: In this recorded webinar, Randy Adams, EA, discusses ethical issues affecting tax preparation, the responsibility of the IRS, and voluntary compliance. The topics covered are beneficial to all tax practitioners in public or private practice who need to identify and apply the basics and recent change...
$30.00

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