Watch a webinar anytime you like. These previously recorded webinars will provide you the continuing education credits you want and need.
2023 Tax Update – The New Rules
2023 Tax Update – The New Rules
Area: Tax Update
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
Circular 230 and Rogue Return Preparers
Circular 230 and Rogue Return Preparers
Area: Ethics
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
Area: Federal Tax Law
Exempt Nonimmigrant Nonresident Alien Visa Holders
Exempt Nonimmigrant Nonresident Alien Visa Holders
Area: Federal Tax Law
Area: Federal Tax Law
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
How Being Ethical Impacts Your Time, Money, and Friends
How Being Ethical Impacts Your Time, Money, and Friends
Area: Ethics
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
Lifecycle of a Criminal Tax Investigation
Lifecycle of a Criminal Tax Investigation
Area: Federal Tax Law
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
Most Common Errors by Tax Preparers
Most Common Errors by Tax Preparers
Area: Federal Tax Law
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
Nonprofits and Exempt Organizations: Tax Compliance
Nonprofits and Exempt Organizations: Tax Compliance
Area: Federal Tax Law
Last Revision: August 2022
Recording Retirement Income for Individuals
Recording Retirement Income for Individuals
Area: Federal Tax Law
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
Schedule C: Filing and Reporting Requirements
Schedule C: Filing and Reporting Requirements
Area: Federal Tax Law
Last Revision: April 2023
Stock and Debt Basis for S Corporation Shareholders
Stock and Debt Basis for S Corporation Shareholders
Area: Federal Tax Law
Last Revision: July 2022