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 2024

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.

Description:

This on-demand webinar is designed for tax professionals seeking the essential knowledge and skills necessary to identify and mitigate common cybersecurity threats and vulnerabilities within their organizations. Presented by Hayley Bales, EA, from Protection Plus, this webinar provides a comprehensive guide to the current cybersecurity landscape along with valuable insights into projected future trends.

Last Revision: May 2025

Description: NEW!

Tax preparers face many challenges today, In this on-demand webinar, we will explore many of the complexities involved with various retirement plans, including increasing use of codes, inconsistency of prepared forms, and other complications due to changes in law. In short, no one size fits all. However, all the complexity allows us to prove to our clients why they need our services--now more than ever.

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.

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.

Description:

The SECURE Act 2.0 contains a wide range of provisions that become effective over several years designed to encourage retirement savings, help ensure the sufficiency of retirement funds, bring additional clarity and transparency to retirement plan rules, and increase federal revenue. This course will discuss the various provisions of the Act, beginning with those provisions that are immediately effective and followed by those that become effective in subsequent years. Appropriate context is added to facilitate understanding of the pre-enactment environment and the impact of the legislative changes. Revision Date: April 2024

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.