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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

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: September 2023

$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

Schedule C: Filing and Reporting Requirements

Schedule C: Filing and Reporting Requirements

Area: Federal Tax Law

Description: Schedule C is primarily used by individuals to report profit or loss from trade or business activity. Important considerations include the determination of whether a trade or business is conducted with the required continuity, regularity, and profit motivation – as well as verifying whether a taxpayer meets “at risk” or passive activity loss deduction requirements. This course provides an overview of these Schedule C filing requirements and important considerations.

Last Revision: April 2023

$16.00 1 CPE Full Description

Selling Your Home: Tax Implications

Selling Your Home: Tax Implications

Area: Federal Tax Law

Description: Is your client selling their home? Is the home a primary or secondary residence, a business or rental? Are there short-term or long-term gains or losses to calculate? The various rules that apply to the sale of a home are explained in this course, along with details on proposed legislation that may affect tax years 2023 and beyond.

2 CPE credits.

Last Revision: April 2023

$32.00 2 CPE Full Description

Standard and Itemized Deductions

Standard and Itemized Deductions

Area: Federal Tax Law

Description: Gain an overview of standard and itemized deductions, including new rules applying to the TCJA and the CARES Act. As the standard deduction is a basic deduction, most of the information in this course is centered around the different itemized deductions. Last Revision: April 2023
$32.00 2 CPE Full Description

Stock and Debt Basis for S Corporation Shareholders

Stock and Debt Basis for S Corporation Shareholders

Area: Federal Tax Law

Description: Why does basis matter for a shareholder in an S Corporation? The ability of the shareholder to calculate deductions involving the corporation on a personal tax return is limited by the taxpayer’s basis in the corporation. This webinar discusses how to properly document S corporation basis in order to support losses and deductions claimed on shareholder’s individual returns.

Last Revision: July 2022

$16.00 1 CPE Full Description

Tax Credit for the Elderly and Disabled

Tax Credit for the Elderly and Disabled

Area: Federal Tax Law

Description: With the costs of housing, healthcare, prescriptions, and other necessities being so high, the tax credit for the elderly and disabled may prove immensely valuable to your clients. This course will help you recognize when an individual qualifies for the credit, know the amounts they might qualify for, and understand how refundable and nonrefundable credits apply to the tax credit for the elderly and disabled. We will go over key forms and look at some case studies. Revision Date: April 2023
$16.00 1 CPE Full Description

Tax Credits for Immigrant Families

Tax Credits for Immigrant Families

Area: Federal Tax Law

Description: Millions of people have at least one undocumented family member living with them. These households may also have DACA recipients, American citizens, and legal residents all under the same roof. This webinar will define what a Mixed-Status Family is, identify Credits for Mixed-Status Families, explain the DACA credits, and describe the different types of social security cards. Revision Date: December 2019
$16.00 1 CPE Full Description

Tax Preparer Ethics

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.

Last Revision: April 2019

$32.00 2 CPE Full Description

Tax Research Fundamentals

Tax Research Fundamentals

Area: Federal Tax Law

Description: Solid tax research skills are necessary for all tax practitioners. However, understanding the many sources of tax authority and how to analyze and rely upon them for support can be overwhelming. This course provides tax practitioners with a fundamental knowledge of how to read, understand, and rely upon federal tax authority in everyday practice. In addition, this course helps tax practitioners develop a good research methodology.
$48.00 3 CPE Full Description

Tax Season Preparation

Tax Season Preparation

Area: Federal Tax Law

Description:

The many changes we have seen in the last several years have created big challenges in understanding the many aspects and conflicts of completing taxes. This course looks at those changes and how to deal with them without compromising office protocol.

Last Revision: October 2020

$32.00 2 CPE Full Description

Tax Treatment of Individual Retirement Arrangements

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 required minimum distributions; tax treatment of qualified and nonqualified Roth IRA distributions; required distributions at death; and IRA rollovers. Revision Date: April 2023
$32.00 2 CPE Full Description

Tax Treatment of Life Insurance Proceeds

Tax Treatment of Life Insurance Proceeds

Area: Federal Tax Law

Description: This course discusses the income tax treatment of death benefits and living proceeds from life insurance contracts. It considers the statutory definition of life insurance contained in Internal Revenue Code §7702 and the tax consequences of a life insurance contract’s failure to meet the definition. It also addresses the general rules governing the taxation of life insurance policy death benefit proceeds and examines the consequences of: a transfer for value; inclusion of a policy in a qualified plan; corporate-owned life insurance; and the payment of death benefits under a settlement option. The course also discusses the tax treatment of proceeds received under viatical settlements and accelerated death benefits. In addition, it considers the modified endowment contract (MEC) rules, the tax consequences of a life insurance policy’s MEC status, the tax treatment of policy loans, withdrawals and surrenders and the tax treatment of proceeds received under life settlements. Revision Date: April 2023
$48.00 3 CPE Full Description

Tax Treatment of Retirement Plans, Pensions, and Annuities

Tax Treatment of Retirement Plans, Pensions, and Annuities

Area: Federal Tax Law

Description: We discuss the federal income tax treatment and limitations related to qualified employee plan contributions and distributions, as well as commercial annuity contracts. Revision Date: April 2023
$48.00 3 CPE Full Description

The § 199A Pass-Through Deduction

The § 199A Pass-Through Deduction

Area: Federal Tax Law

Description: The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, affects the tax planning and income tax liability for many taxpayers. Among those for whom the TCJA will have a more significant effect are business owners of pass-through trades or businesses who may be eligible for the TCJA’s pass-through deduction. The Section 199A Pass-Through Deduction course examines this deduction. Revision Date: April 2023
$48.00 3 CPE Full Description