On-Demand Webinars

Description:

Explore practical strategies with presenter Randy Adams, EA, MSA, for maximizing deductions and reducing taxable income on Form 1040, with a focus on key tax law changes for 2025 and 2026. This course reviews updates to standard and itemized deductions, retirement and charitable planning, dependent and education credits, business deductions, and new provisions affecting tips, overtime, car loan interest, educator expenses, and ABLE accounts. Through real-world examples, tax return preparers will learn to identify planning opportunities, compare deduction strategies, and help clients make informed decisions that support their short- and long-term financial goals.

Description: NEW!

In this course, you will receive an overview of the IRS collection process, enforcement actions, and key concepts in representing clients in IRS collection matters. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course will explain how to evaluate each option and determine which is best for the client. Best practices to avoid enforced collection will also be explored. This course will also educate tax professionals on how to conduct a financial analysis to determine the client’s ability to pay their unpaid balances. The tax professional will gain an understanding of the best alternative for their client, including when an offer in compromise is a viable option.

Description: NEW!

In this course, you will explore the most common post-filing penalties and the options available for obtaining relief, including requesting and appealing penalty abatement. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—you will learn how to apply first-time abatement and establish reasonable cause, along with understanding key abatement scenarios. The course also covers the growing need for assistance with delinquent returns, including best practices for preparing, filing, and following up on past-due filings.

Description: NEW!

In this course, you’ll discover the many ways taxpayers and tax professionals can work with the IRS online using the tools and resources available. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course shows you how to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and resolve common issues.

Description: NEW!

Tax pros are often the first call when IRS notices arrive. This course equips you with the essential skills to identify issues, evaluate solutions, and resolve tax problems with confidence. Gain a clear understanding of Circular 230, IRS procedures, transcript analysis, and online tools—plus practical tips to strengthen your representation skills and better serve your clients.

Description: NEW!

This course equips tax professionals with essential knowledge of IRS procedures related to return challenges. Learn how CP2000 notices, mail audits, office audits, and field audits work, along with best practices for responding and requesting reconsideration. Explore key audit concepts, including statutes of limitations, audit stages, and appeals. The course also covers identifying potential fraud investigations and how to effectively contest IRS determinations through the IRS Independent Office of Appeals.

Description: 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.

Description:

Why does the Employee Retention Tax Credit still matter? Two reasons. First, it has been a popular credit that still has implications for employers and taxpayers. Second? Ongoing scams and fraud, and the resulting IRS moratorium. This course provides an overview of the Employee Retention Tax Credit, and provides specific information on IRS efforts to stem the rise of fraud associated with the credit, including imposing a moratorium on ERTC claims, announcing settlement and withdrawal procedures, and the providing educational material on the credit.

Last Revision: April 2024

Description:

This on-demand webinar is designed for tax professionals seeking best practices for removing tax penalties on behalf of their clients. Presented by Robert Nordlander, CPA, author, speaker, and former IRS special agent, this session provides valuable insights into the penalty abatement process, common types of penalties, and how abatements can save your clients thousands or even hundreds of thousands of dollars. Topics include reasonable cause, estimated tax penalties, and the IRS’s evaluation process for penalty abatement.

Last Revision: May 2025