On-Demand Webinars

Description:

This on-demand webinar is designed for tax professionals seeking the essential knowledge and skills necessary to identify and mitigate common cybersecurity threats and vulnerabilities within their organizations. Presented by Hayley Bales, EA, from Protection Plus, this webinar provides a comprehensive guide to the current cybersecurity landscape along with valuable insights into projected future trends.

Last Revision: May 2025

Description: NEW!

Tax preparers face many challenges today, In this on-demand webinar, we will explore many of the complexities involved with various retirement plans, including increasing use of codes, inconsistency of prepared forms, and other complications due to changes in law. In short, no one size fits all. However, all the complexity allows us to prove to our clients why they need our services--now more than ever.

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 2024