Self-Study

Earn continuing education credits while learning about new tax topics on your own time, at your own pace.

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Community Property

Community Property

Area: Federal Tax Law

Description: NEW!

What is community property? Why is identifying community property important when preparing tax returns? This self-study course is a detailed discussion of the connection between community property and federal tax law. Revision Date: September 2023

$16.00 1 CPE Full Description

Fundamentals of Preparing Form 1065 - Partnerships

Fundamentals of Preparing Form 1065 - Partnerships

Area: Federal Tax Law

Description: NEW!

The rules for partnerships are complex and taxpayers and practitioners must plan carefully to avoid potential pitfalls, both for the partnership and for the individual partners. Partnerships must report income and expenses annually on Form 1065 and related forms. This course provides an overview of Form 1065 and the rules for partnerships.

Last Revision: December 2023

$32.00 2 CPE Full Description

Fundamentals of Preparing Form 1120 - Corporations

Fundamentals of Preparing Form 1120 - Corporations

Area: Federal Tax Law

Description: NEW!

How does the IRS define a corporation? What should tax professionals know about Form 1120? This course covers basic definitions and terms regarding corporations, the tax implications of corporate structures, and how to prepare Form 1120 and related forms.

Last Revision: January 2024

$32.00 2 CPE Full Description

Fundamentals of Preparing Form 1120-S - S Corporations

Fundamentals of Preparing Form 1120-S - S Corporations

Area: Federal Tax Law

Description: NEW!

What makes an S Corp different from other business structures? What are the tax implications and what should tax preparers know about Form 1120? This course covers basic definitions and terms regarding S corporations and how to prepare Form 1120-S and related forms.

Last Revision: January 2024

$32.00 2 CPE Full Description

Fundamentals of Schedules K-2 and K-3

Fundamentals of Schedules K-2 and K-3

Area: Federal Tax Law

Description: NEW!

The IRS recently separated Schedule K and Schedule K-1 into Schedules K-2 and K-3. The purpose is to help provide partners and shareholders better information for their reporting of international items of relevance due to the changes the Tax Cuts and Jobs Act (TCJA), specifically the changes made relating to the reporting of international tax items. This course explores the changes the IRS made with the creation of Schedules K-2 and K-3, along with information that is reportable on the new schedules.

Last Revision: September 2023

$32.00 2 CPE Full Description

SECURE Act 2.0 – The Full Picture

SECURE Act 2.0 – The Full Picture

Area: Federal Tax Law

Description: NEW!

The SECURE Act 2.0 contains a wide range of provisions that become effective over several years designed to encourage retirement savings, help ensure the sufficiency of retirement funds, bring additional clarity and transparency to retirement plan rules, and increase federal revenue. This course will discuss the various provisions of the Act, beginning with those provisions that are immediately effective and followed by those that become effective in subsequent years. Appropriate context is added to facilitate understanding of the pre-enactment environment and the impact of the legislative changes. Revision Date: December 2023

$64.00 4 CPE Full Description

Amended Returns

Amended Returns

Area: Federal Tax Law

Description: 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 used to file amended returns and an analysis of examples and case studies. Revision Date: April 2023
$16.00 1 CPE Full Description

Charitable Contributions

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 enhanced the amount of charitable contribution taxpayers can deduct. Revision Date: April 2023
$16.00 1 CPE Full Description

Clergy and Ministers: Tax Considerations

Clergy and Ministers: Tax Considerations

Area: Federal Tax Law

Description: 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 housing allowances, and other considerations.

2 CPE credits.

Last Revision: April 2023

$32.00 2 CPE Full Description

Disregarded Entities

Disregarded Entities

Area: Federal Tax Law

Description: A disregarded entity has many popular uses. It can be used to operate a business owned by a single-person, or may be used to invest in a partnership or S corporation. Whatever the reason an owner chooses to organize and operate a disregarded entity, income earned by a disregarded entity is personally reportable. Learn how you can help your clients navigate this challenging issue.

Last Revision: February 2023

$32.00 2 CPE Full Description

Education Tax Benefits

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.
$64.00 4 CPE Full Description

EITC Due Diligence

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: April 2023

$32.00 2 CPE Full Description