On-Demand

Learn about the latest tax changes and updates for the 2022 Tax Year. With the recent legislation, we will take note of the deductions that are going away this year – much to the disappointment of our clients.

Last Revision: June 2022

Are settlement amounts taxable or non-taxable income? Where does that leave the “winner” of a case? The answers can get complicated - and might surprise you. This webinar delves into the IRC codes that can help you determine the best approach for your clien...

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.

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

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

This subject 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

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

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...