Self-Study

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

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Enrolled Agent Ethical Standards - Practices and Procedures

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: April 2023
$32.00 2 CPE Full Description

Estates and Trusts (2023)

Estates and Trusts (2023)

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, the better we can serve our clients’ memories, their surviving families, or their executors with the level of knowledge, efficiency, and diligence the clients themselves came to expect of us in their lifetimes. Revision Date: April 2023
$16.00 1 CPE Full Description

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

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

Area: Ethics

Description: 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: April 2024
$32.00 2 CPE Full Description

Expats Tax Preparation

Expats Tax Preparation

Area: Federal Tax Law

Description: 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: April 2023

$32.00 2 CPE Full Description

Federally Declared Disasters

Federally Declared Disasters

Area: Federal Tax Law

Description: Along with emotional and physical consequences, disasters often have tax consequences for affected taxpayers. You can play an important role in helping your affected clients with the ensuing tax issues. Here we’ll cover tax deadlines following a disaster, benefits from deductions due to losses, and the processes and forms required to report taxable gains.

Revision Date: April 2023

$16.00 1 CPE Full Description

Fringe Benefits: Tax Implications

Fringe Benefits: Tax Implications

Area: Federal Tax Law

Description: 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 common tax forms.

Last Revision: March 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: 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: March 2024

$32.00 2 CPE Full Description

Gains on Dispositions of Property: Sections 1245, 1250 and 1031

Gains on Dispositions of Property: Sections 1245, 1250 and 1031

Area: Federal Tax Law

Description: Gains on the disposition of assets are a significant source of income for many taxpayers. A taxpayer may also have a deductible loss. The rules for the disposition of certain types of assets are complex and, without careful planning, taxpayers can have unpleasant surprises. This course will help you navigate the rules for Sections 1245, 1250, and 1031 gains to better understand the different types of gains for smart tax planning.

Revision Date: February 2023

$16.00 1 CPE Full Description

Home-Office Deduction

Home-Office Deduction

Area: Federal Tax Law

Description: This course examines the federal income tax deduction for business use of a home. Revision Date: April 2023
$48.00 3 CPE Full Description

Inflation Reduction Act: Tax Implications

Inflation Reduction Act: Tax Implications

Area: Tax Update

Description: 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 it provides additional funding for the IRS – and what that means for you and your clients.

Revision Date: April 2023

$16.00 1 CPE Full Description

IRS Collections and Installment Arrangements

IRS Collections and Installment Arrangements

Area: Federal Tax Law

Description: 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 with IRS collections.

2 CPE credits.

Last Revision: April 2023

$32.00 2 CPE Full Description

Keeping Taxpayer Data Secure

Keeping Taxpayer Data Secure

Area: Federal Tax Law

Description: In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime. Revision Date: April 2023
$48.00 3 CPE Full Description