All Courses

Description: 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, benefits from deductions due to losses, and the processes and forms required to report taxable gains.

Description: We’ll look at various kinds of fringe benefits and their tax implications to beneficiaries and providers of them, typically employers. We will also learn how to achieve tax savings for the various fringe benefits, and we’ll look at reporting requirements on common tax forms.

Last Revision: March 2024

Description:

The rules for partnerships are complex and taxpayers and practitioners must plan carefully to avoid potential pitfalls, both for the partnership and for the individual partners. Partnerships must report income and expenses annually on Form 1065 and related forms. This course provides an overview of Form 1065 and the rules for partnerships. To assist you and your clients with tax planning, in the last section of this course we have included a summary of how the One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4, 2025, impacts partnerships.

Description:

What makes an S Corp different from other business structures? What are the tax implications and what should tax preparers know about Form 1120? This course covers basic definitions and terms regarding S corporations and how to prepare Form 1120-S and related forms.

Description: The IRS recently separated Schedule K and Schedule K-1 into Schedules K-2 and K-3. The purpose is to help provide partners and shareholders better information for their reporting of international items of relevance due to the changes the Tax Cuts and Jobs Act (TCJA), specifically the changes made relating to the reporting of international tax items. This course explores the changes the IRS made with the creation of Schedules K-2 and K-3, along with information that is reportable on the new schedules.

Last Revision: March 2024

Description:

Cancellation of debt? Abandonment of property? Third-party transactions? These can be complex issues and each of them can affect the others. What do you and your clients need to know about proper reporting for IRS Tax Forms 1099-C, A, and K? In this webinar, we bring these complex topics down to earth. We’ll help you know when each form is needed and how it is used.

Description:

Sports gambling has raised the stakes with reporting and compliance considerations! This course provides an overview of recent changes in law impacting the gambling industry, gambling businesses or operators’ excise tax and information reporting requirements, and individual income tax reporting requirements for those that are either lucky or skilled enough to win.

Description:

This on-demand webinar is designed for tax professionals seeking best practices for completing Form 709 in the tax planning process. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as portability and when it can be used effectively, annual exclusion, and how to complete the different areas of Form 709 when it is needed. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets regarding retirement accounts and gifting.

Description: This course explores the federal income tax deduction for business use of a home. It covers the criteria for qualifying for the deduction, the methods available for calculating it, and special rules for specific taxpayers. Topics include the actual expense and simplified methods, unique provisions for daycare facilities, recordkeeping requirements, and the appropriate tax forms and reporting procedures.

Description: 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 it provides additional funding for the IRS – and what that means for you and your clients.

Revision Date: March 2024

Description: Receiving a letter from the IRS can be a stressful experience for taxpayers—and tax professionals play a vital role in helping clients understand and respond appropriately. This course provides an overview of IRS collection activities, including the relevant tax codes, procedures, and forms. It also explores taxpayer rights and the avenues available to challenge IRS collection actions when appropriate.

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.

Description: NEW!

This webinar offers an in-depth review of business or investment real property exchange solely for business or investment property of a like kind. Participants will examine the latest exchange regulations and eligibility requirements to meet the tax-deferred status providing guidance for completing IRS Form 8824.

Description:

Individual taxpayers may be eligible to deduct certain medical and dental expenses on their personal tax returns. This course provides tax preparers with a comprehensive overview of the rules governing these deductions. Topics include identifying qualifying expenses, understanding the thresholds for deduction, and accurately reporting these expenses on the appropriate IRS forms. By completing this course, preparers will be equipped to assist clients in maximizing their allowable medical deductions while ensuring compliance with current tax laws.

Description: 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 veterans file an accurate, on-time tax return? This course is a detailed look at military tax preparation.

2 CPE credits.

Last Revision: July 2025