On-Demand Webinars

Description: NEW!

Learn about the latest tax changes and updates for the 2023 Tax Year. Our focus will be on recent legislation and the impacts the changes have on you and your clients. This course will bring you up-to-date on the 2023 facts and legislative changes that impact clients; provide you with 2023 tables of the Tax Rates; and highlight useful “tax facts” and other important material.

Last Revision: May 2023

Description: NEW!

This ethics course looks at Circular 230 from the perspective of a Special Agent with IRS Criminal Investigations. You’ll learn the basics of the duties and penalties covered by Circular 230. And you’ll hear about common problems and schemes and real-life examples of violations. This course provides an interesting way to get the Ethics CPE credits you need.

Last Revision: May 2023

Description: This webinar focuses on common IRS red flags that trigger IRS notices, and provides helpful tips for responding to notices.

Description:

It’s important for the tax preparer to recognize the difference between a “For-Profit” Business and a Hobby under IRC §183. In addition to learning how to tell the difference, you will also learn how to report hobby income that has no profit motive.

Last Revision: October 2018

Description:

This course concentrates on how being ethical costs you time, money, and friends. This course is informative and provides you with the necessary tools and knowledge to protect yourself and your practice.

Last Revision: August 2019

Description: NEW!

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: October 2022

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

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

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