All Courses

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 2025

Description: How did Social Security become the program that exists today? Which benefits are offered by the program? What are the implications when preparing tax returns? What are some common related financial planning considerations? This course helps tax professionals better understand the scope of the Social Security program, as well as how it affects their clients.

Description:

This self-study course thoroughly discusses state and local tax issues from the perspective of federal tax preparation, including Schedule A deductions for state and local taxes.

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.

Description: We discuss the federal income tax treatment and limitations related to qualified employee plan contributions and distributions, as well as commercial annuity contracts.

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 This course will examine the pass-through deduction authorized under § 199A of the TCJA.

Description: 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 clients.

Description: BUNDLED COURSES! Sometimes things go wrong, either by mistake or intention. In these courses you’ll learn about all the things that can go wrong with a tax return, including criminal activity. You’ll find out how to fix some of the issues. And you’ll know how to help your clients if IRS collections are necessary.

Buying these three courses as a package will also save you money! Buy all three together and save $10 off the regular price!

Total of 5 CPE credits.

Description:

This course provides an overview of accounting and tax professionals’ responsibility to maintain the privacy of customer or consumer information, and to safeguard the information or data, as required by the Gramm-Leach-Bliley Act (GLBA). The course emphasizes how accounting and tax professionals can maintain their compliance with the GLBA through the creation and implementation of a written information security program or plan (WISP). Other considerations that accounting and tax professionals need to be aware of as it relates to Internal Revenue Service Regulations as well as state law, are also considered and explored.