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Estates and Trusts (2023)

Estates and Trusts (2023)

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 2024
$32.00 2 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

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.

Last Revision: March 2024

$32.00 2 CPE Full Description

Fundamentals of Schedules K-2 and K-3

Fundamentals of Schedules K-2 and K-3

Area: Federal Tax Law

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

$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

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: April 2024

$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

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

Not at Home: Military, Expats, and Aliens

Not at Home: Military, Expats, and Aliens

Area: Federal Tax Law

Description: BUNDLED COURSES! If your clients live or work away from home for any reason, they might need special help from you. Members of the US military. Expats living abroad. Or maybe resident or nonresident aliens in the US. Whatever the situation, we’ve got you covered. These courses will get you up to speed.

Buying these three courses as a package will also save you money! Buy all three together and save $12 off the regular price!

Total of 6 CPE credits.

$84.00 6 CPE Full Description

Ready to Retire: What your clients need to know

Ready to Retire: What your clients need to know

Area: Federal Tax Law

Description: BUNDLED COURSES! You probably have clients who are ready to retire or are planning for it someday. These courses will prepare you to help your clients understand the issues around Social Security, retirement plans, and recording their retirement income.

Buying these three courses as a package will also save you money! Buy all three together and save $16 off the regular price!

Total of 8 CPE credits.

$112.00 8 CPE Full Description

Recording Retirement Income for Individuals

Recording Retirement Income for Individuals

Area: Federal Tax Law

Description:

You and your clients face unique challenges today regarding how you 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 the proper forms correctly. We will look at the changes enacted through the SECURE Act and the SECURE Act 2.0. In addition, we’ll give you some tools for explaining the plan to your clients as well as understand the applicable rules and planning strategies.

Last Revision: April 2024

$32.00 2 CPE Full Description

Reporting Foreign Financial Accounts: FinCEN and FBAR

Reporting Foreign Financial Accounts: FinCEN and FBAR

Area: Federal Tax Law

Description: What should tax preparers know regarding the reporting of foreign financial accounts? This course offers historical background pertaining to the Financial Crimes Enforcement Network (FinCEN) and account reporting. In addition, the course focuses on the preparation process for the Report of Foreign Bank and Financial Accounts (FBAR) and Form 8938, Statement of Specified Foreign Financial Assets.

Revision Date: February 2023

$16.00 1 CPE Full Description

Resident and Nonresident Aliens: Tax Prep

Resident and Nonresident Aliens: Tax Prep

Area: Federal Tax Law

Description: 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 nonresident aliens. However, since resident aliens are generally subject to the same tax filing rules as US citizens, we’ll look at more comprehensive content on nonresident alien filers.

2 CPE credits.

Last Revision: April 2023

$32.00 2 CPE Full Description