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Expats Tax Preparation

Area: Federal Tax Law

Description: NEW!

What should tax pros know about preparing returns for taxpayers who are overseas? This course focuses on tax issues that are relevant to US citizens and resident aliens abroad.

2 CPE credits.

Last Revision: August 2022

$30.00

Federally Declared Disasters

Area: Federal Tax Law

Description: NEW!

Along with emotional and physical consequences, disasters often have tax consequences for affected taxpayers. You can play an important role in helping your affected clients with the ensuing tax issues. Here we’ll cover tax deadlines following a disaster, b...

$15.00

Inflation Reduction Act: Tax Implications

Area: Federal Tax Law

Description: NEW!

The Inflation Reduction Act does what it says on the box – it targets inflation. But what else does it do? In this course you’ll learn how this new act addresses taxes on corporations and wealthy individuals, the provisions for clean energy, as well as how ...

$15.00

IRS Collections and Installment Arrangements

Area: Federal Tax Law

Description: NEW!

A letter from the IRS can be anxiety inducing. With IRS collections likely to ramp up in the future, tax pros will need to know about IRS collection activities – as well as how to challenge them. This course looks at the codes, processes, and forms involved...

$30.00

Legal Settlements: Tax Implications

Area: Federal Tax Law

Description: NEW!

Are settlement amounts taxable or non-taxable income? Where does that leave the “winner” of a case? The answers can get complicated - and might surprise you. This webinar delves into the IRC codes that can help you determine the best approach for your clien...

$15.00

Lifecycle of a Criminal Tax Investigation

Area: Federal Tax Law

Description: NEW!

Who investigates tax crimes and how are tax crimes prosecuted? The IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes. We’ll learn how IRS-CI finds tax cases to prosecute, what happens during the course of the investigation, what techni...

$30.00

Military Tax Preparation

Area: Federal Tax Law

Description: NEW!

US military service members and household members receive a variety of exclusive tax benefits. What credits and deductions does the tax code provide to those in the military community? How can you help service members, military spouses, and military veteran...

$30.00

Nonprofits and Exempt Organizations: Tax Compliance

Area: Federal Tax Law

Description: NEW!

Have clients who are nonprofits? This webinar will help you understand the tax statuses that affect nonprofits and exempt organizations – and navigate the compliance rules and forms for helping your clients get the most from their tax benefits.

2 CPE ...
$30.00

Recording Retirement Income for Individuals

Area: Federal Tax Law

Description: NEW!

You and your clients face unique challenges today regarding how your record and report retirement income. This course will help you understand the reasons for taxpayer confusion, develop strategies to help your clients, calculate reportable income, and use ...

$30.00

Resident and Nonresident Aliens: Tax Prep

Area: Federal Tax Law

Description: NEW!

As a knowledgeable tax preparer, you can be an especially valuable resource for non-US citizens, since they are individuals who often have had less experience with the US tax system compared to US citizens. This contains content for both resident and no...

$30.00

The Future of Audits

Area: Federal Tax Law

Description: NEW!

Are you concerned about the changing landscape of IRS audits? In this webinar, Brady Lievens with Protection Plus, a Drake Software partner, will walk you through the current trends in audits, the short-term outlook for audits, and some long-term forecastin...

$15.00

2022 Tax Update – The New Rules

Area: Tax Update

Description: NEW!

Learn about the latest tax changes and updates for the 2022 Tax Year. With the recent legislation, we will take note of the deductions that are going away this year – much to the disappointment of our clients.

Last Revision: June 2022

$30.00

Amended Returns

Area: Federal Tax Law

Description: NEW!

Now and then you get a second chance. What should tax preparers know about amended returns? How can preparers help filers make this second chance count? This course will be a detailed look at the topic, including a line-by-line review of the form that is us...

$15.00

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.

Last Revision: October 2018

$15.00

Charitable Contributions

Area: Federal Tax Law

Description: Individual taxpayers can deduct charitable contributions on their personal tax return if they meet certain requirements. The rules can be somewhat complex. This course provides guidance on the charitable contribution deduction, including information on recent federal tax legislation, which has enhan...
$15.00

Clergy and Ministers: Tax Considerations

Area: Federal Tax Law

Description: NEW!

To reap the tax benefits extended to clergy and ministers by the IRS, a taxpayer must fit the IRS definition of minister and perform certain duties. We’ll take a deep look into the definition of who is deemed a minister, types of income, the treatment of ho...

$30.00

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 examines 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.

Last Revision: March 2022

$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: March 2022
$30.00