On-Demand Webinars

Watch a webinar anytime you like. These previously recorded webinars will provide you the continuing education credits you want and need.

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2023 Tax Update – The New Rules

2023 Tax Update – The New Rules

Area: Tax Update

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

$32.00 2 CPE Full Description

Circular 230 and Rogue Return Preparers

Circular 230 and Rogue Return Preparers

Area: Ethics

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

$32.00 2 CPE Full Description

Common IRS Red Flags

Common IRS Red Flags

Area: Federal Tax Law

Description: This webinar focuses on common IRS red flags that trigger IRS notices, and provides helpful tips for responding to notices.
$16.00 1 CPE Full Description

Exempt Nonimmigrant Nonresident Alien Visa Holders

Exempt Nonimmigrant Nonresident Alien Visa Holders

Area: Federal Tax Law

Description: Wages paid to nonresident aliens employed within the United States by an American or foreign employer, in general, are subject to Social Security/Medicare taxes for services performed by them within the United States, with certain exceptions based on their nonimmigrant status. This webinar will discuss which classes of nonimmigrants and nonresident aliens are exempt from U.S. Social Security and Medicare taxes. Revision Date: February 2020
$16.00 1 CPE Full Description

Hobby vs. Trade or Business

Hobby vs. Trade or Business

Area: Federal Tax Law

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

$32.00 2 CPE Full Description

How Being Ethical Impacts Your Time, Money, and Friends

How Being Ethical Impacts Your Time, Money, and Friends

Area: Ethics

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

$32.00 2 CPE Full Description

Lifecycle of a Criminal Tax Investigation

Lifecycle of a Criminal Tax Investigation

Area: Federal Tax Law

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

$32.00 2 CPE Full Description

Most Common Errors by Tax Preparers

Most Common Errors by Tax Preparers

Area: Federal Tax Law

Description:

This course 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

$16.00 1 CPE Full Description

Nonprofits and Exempt Organizations: Tax Compliance

Nonprofits and Exempt Organizations: Tax Compliance

Area: 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 2022

$32.00 2 CPE Full Description

Recording Retirement Income for Individuals

Recording Retirement Income for Individuals

Area: Federal Tax Law

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

$32.00 2 CPE Full Description

Schedule C: Filing and Reporting Requirements

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 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

$16.00 1 CPE Full Description

Stock and Debt Basis for S Corporation Shareholders

Stock and Debt Basis for S Corporation Shareholders

Area: Federal Tax Law

Description: 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 how to properly document S corporation basis in order to support losses and deductions claimed on shareholder’s individual returns.

Last Revision: July 2022

$16.00 1 CPE Full Description