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Retirement Changes Enacted in 2020

Area: Tax Update

Description:

This course reviews the impact of the tax acts that led up to 2019, and then the 2020 legislation that altered and added important factors dealing with retirement funds. This course gives guidance for preparing taxes as a result.

Last Revision: November 2020


$15.00

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 taxpay...
$15.00

Selling Your Home: Tax Implications

Area: Federal Tax Law

Description: NEW!

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 wit...

$30.00

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: November 2021
$30.00

Stock and Debt Basis for S Corporation Shareholders

Area: Federal Tax Law

Description: NEWLY UPDATED!

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 h...

$15.00

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 qualif...
$15.00

Tax Credits for Immigrant Families

Area: Federal Tax Law

Description: This webinar will discuss how the Tax Cuts & Jobs Act will apply to these mixed-status families. Revision Date: December 2019
$15.00

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

$30.00

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 ...
$45.00

Tax Season Preparation

Area: Federal Tax Law

Description:

The many changes we have seen in the last three 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

$30.00

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 r...
$30.00

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....
$45.00

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: March 2022
$45.00

Tax Treatment of Sickness and Injury Plans

Area: Federal Tax Law

Description: This course addresses the tax treatment of plans designed to provide benefits upon the sickness or injury of a taxpayer. It examines the tax treatment of contributions to and benefits received under health insurance, health savings accounts (HSAs), Archer medical savings accounts (MSAs), health reim...
$45.00

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 eligi...
$45.00

The Hidden World of Virtual Currency & Cash Intensive Businesses

Area: Federal Tax Law

Description: NEW!

Cryptocurrency and cash businesses share some risks. How do you uncover unreported income? Learn about the different types of hidden transactions – as well as ways to help your clients accurately report their taxable income from these sources.

L...

$15.00

Virtual Currency

Area: Federal Tax Law

Description: NEW!

You are more likely than ever to encounter clients who have engaged in one or more virtual currency transactions during the year and who may have taxable income as a result. We’ll look at the nature of virtual currency and the tax implications for your clie...

$30.00

When to File an Offer in Compromise

Area: Federal Tax Law

Description:

This course walks through an IRS adjustment to your client’s tax return and how to file an Offer in Compromise. Whether you are new or experienced in representation, the discussion should be interesting.

Last Revision: September 2019

$15.00