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Estates and Trusts

Estates and Trusts

Area: Federal Tax Law

Description: The saying is true, nothing is certain but death and taxes. The better we understand the requirements associated with Tax Form 706, the better we can serve our clients’ memories, their surviving families, or their executors with the level of knowledge, efficiency, and diligence the clients themselves came to expect of us in their lifetimes. Revision Date: April 2023
$16.00 1 CPE Full Description

Ethical Issues: A Tax Preparer’s Scope, Duties, and Best Practices

Ethical Issues: A Tax Preparer’s Scope, Duties, and Best Practices

Area: Ethics

Description: We all want to do the right thing. Here we’ll examine the ethical duties and sanctions covered by IRS Circular No. 230. We’ll also analyze real-world scenarios focusing on specific ethical issues you may encounter. Last Revision: April 2023
$32.00 2 CPE Full Description

Exempt Nonimmigrant Nonresident Alien Visa Holders

Exempt Nonimmigrant Nonresident Alien Visa Holders

Area: Federal Tax Law

Description: Wages paid to nonresident aliens employed within the United States by an American or foreign employer, in general, are subject to Social Security/Medicare taxes for services performed by them within the United States, with certain exceptions based on their nonimmigrant status. This webinar will discuss which classes of nonimmigrants and nonresident aliens are exempt from U.S. Social Security and Medicare taxes. Revision Date: February 2020
$16.00 1 CPE Full Description

Expats Tax Preparation

Expats Tax Preparation

Area: Federal Tax Law

Description: 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: April 2023

$32.00 2 CPE Full Description

Federal Income Tax Changes 2023

Federal Income Tax Changes 2023

Area: Tax Update

Description: Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes affecting 2023 the SECURE Act 2.0 and the inflation-changed limits effective for 2023 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes. Last Revision: February 2023
$64.00 4 CPE Full Description

Federally Declared Disasters

Federally Declared Disasters

Area: Federal Tax Law

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.

Revision Date: April 2023

$16.00 1 CPE Full Description

Fringe Benefits: Tax Implications

Fringe Benefits: Tax Implications

Area: Federal Tax Law

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.

2 CPE credits.

Last Revision: April 2023

$32.00 2 CPE Full Description

Gains on Dispositions of Property: Sections 1245, 1250 and 1031

Gains on Dispositions of Property: Sections 1245, 1250 and 1031

Area: Federal Tax Law

Description: Gains on the disposition of assets are a significant source of income for many taxpayers. A taxpayer may also have a deductible loss. The rules for the disposition of certain types of assets are complex and, without careful planning, taxpayers can have unpleasant surprises. This course will help you navigate the rules for Sections 1245, 1250, and 1031 gains to better understand the different types of gains for smart tax planning.

Revision Date: February 2023

$16.00 1 CPE Full Description

Gift Tax

Gift Tax

Area: Federal Tax Law

Description: No good deed goes unpunished, including the giving of gifts. But as a tax professional using Form 709, you can unearth when a gift tax filing may be required and help your clients know how they can respond. Revision Date: April 2023
$16.00 1 CPE Full Description

Giving Back & What It’s Worth

Giving Back & What It’s Worth

Area: Federal Tax Law

Description: BUNDLED COURSES! Doing something good is great, right? Well, the tax implications can get tricky. These courses on charitable contributions, gift tax, and nonprofits will help you get your head around how your clients can do well by doing good.

Buying these three courses as a package will also save you money! Buy all three together and save $8 off the regular price!

Total of 4 CPE credits.

$56.00 4 CPE Full Description

Hobby vs. Trade or Business

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.

Last Revision: October 2018

$32.00 2 CPE Full Description

Home-Office Deduction

Home-Office Deduction

Area: Federal Tax Law

Description: This course examines the federal income tax deduction for business use of a home. Revision Date: April 2023
$48.00 3 CPE Full Description

Inflation Reduction Act: Tax Implications

Inflation Reduction Act: Tax Implications

Area: Tax Update

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: April 2023

$16.00 1 CPE Full Description

IRS Collections and Installment Arrangements

IRS Collections and Installment Arrangements

Area: Federal Tax Law

Description: 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 with IRS collections.

2 CPE credits.

Last Revision: April 2023

$32.00 2 CPE Full Description

Keeping Taxpayer Data Secure

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. Revision Date: April 2023
$48.00 3 CPE Full Description

Lifecycle of a Criminal Tax Investigation

Lifecycle of a Criminal Tax Investigation

Area: Federal Tax Law

Description: 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 techniques are used to prove tax crimes, what federal criminal statutes are commonly used, how IRS-CI evaluates an investigation, and the expected consequences of a successful prosecution.

Last Revision: October 2022

$32.00 2 CPE Full Description

Military Tax Preparation

Military Tax Preparation

Area: Federal Tax Law

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: April 2023

$32.00 2 CPE Full Description

Most Common Errors by Tax Preparers

Most Common Errors by Tax Preparers

Area: Federal Tax Law

Description:

This course 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.

Last Revision: September 2019

$16.00 1 CPE Full Description

Navigating Schedule C

Navigating Schedule C

Area: Federal Tax Law

Description: The gig economy is here to stay and intent on growing larger with each year. With that growth is the likely growth of tax preparers’ need to be familiar with preparation of Schedule C. This course will help you identify the types of income reported on Schedule C; describe the business expenses deductible on Schedule C; list the differences between a business and a hobby; and apply the rules governing the deduction for business use of a taxpayer’s home. Revision Date: July 2023
$48.00 3 CPE Full Description

Nonprofits and Exempt Organizations: Tax Compliance

Nonprofits and Exempt Organizations: Tax Compliance

Area: Federal Tax Law

Description: 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 Credit Hours

Last Revision: August 2022

$32.00 2 CPE Full Description