Self-Study

Learn about a tax topic on your own time, at your own pace. Study the course materials and pass the final test to earn continuing education credits.

Clergy and Ministers: Tax Considerations

Area: Federal Tax Law

Description: NEW!

To reap the tax benefits extended to clergy and ministers by the IRS, a taxpayer must fit the IRS definition of minister and perform certain duties. We’ll take a deep look into the definition of who is deemed a minister, types of income, the treatment of ho...

$30.00

Expats Tax Preparation

Area: Federal Tax Law

Description: NEW!

What should tax pros know about preparing returns for taxpayers who are overseas? This course focuses on tax issues that are relevant to US citizens and resident aliens abroad.

2 CPE credits.

Last Revision: August 2022

$30.00

Inflation Reduction Act: Tax Implications

Area: Federal Tax Law

Description: NEW!

The Inflation Reduction Act does what it says on the box – it targets inflation. But what else does it do? In this course you’ll learn how this new act addresses taxes on corporations and wealthy individuals, the provisions for clean energy, as well as how ...

$15.00

IRS Collections and Installment Arrangements

Area: Federal Tax Law

Description: NEW!

A letter from the IRS can be anxiety inducing. With IRS collections likely to ramp up in the future, tax pros will need to know about IRS collection activities – as well as how to challenge them. This course looks at the codes, processes, and forms involved...

$30.00

Military Tax Preparation

Area: Federal Tax Law

Description: NEW!

US military service members and household members receive a variety of exclusive tax benefits. What credits and deductions does the tax code provide to those in the military community? How can you help service members, military spouses, and military veteran...

$30.00

Amended Returns

Area: Federal Tax Law

Description: NEW!

Now and then you get a second chance. What should tax preparers know about amended returns? How can preparers help filers make this second chance count? This course will be a detailed look at the topic, including a line-by-line review of the form that is us...

$15.00

Charitable Contributions

Area: Federal Tax Law

Description: Individual taxpayers can deduct charitable contributions on their personal tax return if they meet certain requirements. The rules can be somewhat complex. This course provides guidance on the charitable contribution deduction, including information on recent federal tax legislation, which has enhan...
$15.00

Education Tax Benefits

Area: Federal Tax Law

Description: This course examines the programs, credits, deductions, and federal income tax treatment of various items that affect saving for and financing an individual’s education.
$60.00

EITC Due Diligence

Area: Federal Tax Law

Description:

This course presents an overview of the earned income credit (EIC) rules and the common errors uncovered by the IRS in connection with claims for the credit.

Last Revision: March 2022

$30.00

Enrolled Agent Ethical Standards - Practices and Procedures

Area: Ethics

Description: This course examines enrolled agent conduct standards with respect to professional practice. It identifies the individuals who may practice before the IRS and defines the term “practice before the Internal Revenue Service." Revision Date: March 2022
$30.00

Estates and Trusts

Area: Federal Tax Law

Description: The saying is true, nothing is certain but death and taxes. The better we understand the requirements associated with Tax Form 706, for Decedents Dying After December 31, 2020, the better we can serve our clients’ memories, their surviving families, or their executors with the level of knowledge, ef...
$15.00

Ethical Issues: A Tax Preparer’s Scope, Duties, and Best Practices

Area: Ethics

Description: NEW!

We all want to do the right thing. Here we’ll examine the ethical duties and sanctions covered by IRS Circular No. 230. We’ll also analyze real-world scenarios focusing on specific ethical issues you may encounter. Last Revision: February 2022

$30.00

Federal Income Tax Changes 2022

Area: Tax Update

Description: Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes affecting 2022 as a resul...
$90.00

Federal Response to the Coronavirus Pandemic

Area: Tax Update

Description:

This course provides a general review of the principal provisions of the CARES Act and of other federal tax-related stimulus legislation passed during 2020, including a discussion of the American Rescue Tax Plan Act (ARPA) that became law on March 11, 2021.

Last Revision: March 2021

$30.00

Fringe Benefits: Tax Implications

Area: Federal Tax Law

Description: NEW!

We’ll look at various kinds of fringe benefits and their tax implications to beneficiaries and providers of them, typically employers. We will also learn how to achieve tax savings for the various fringe benefits, and we’ll look at reporting requirements on...

$30.00

Gift Tax

Area: Federal Tax Law

Description: NEW!

No good deed goes unpunished, including the giving of gifts. But as a tax professional using Form 709, you can unearth when a gift tax filing may be required and help your clients know how they can respond. Revision Date: February 2022

$15.00