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2020 Individual Filing Requirements – PDF Course

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered. This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
2020 Individual Filing Requirements – Video Course

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered. This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
2020 Tax Update – Must-know Provisions for the Current Tax Season – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a thorough review of all must-know provisions affecting the tax code landscape in the 2020 tax year. This course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2020. Each provision will then be explained in more detail below each provision. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2020 and identify the effective date that the provision became effective.

Field of Study: Taxes - Self Study

CPE Hours: 20

20 $110.00 Buy
Cross Boarder Transactions – Video Course

Cross Border Transactions is a course that will review the topic of cross border transactions. This is a topic that is applicable for business entities doing business in multiple countries. This course will identify the different types of business entities that are likely to have cross border transactions. This course will define the tax impact on foreign revenue and discuss the importance of tax planning. This course will highlight the potential audit risks involved with cross border transactions. This course will discuss the role of competent authority and different methods that can be used to reduce audit risk. Finally, this course will discuss the types of contemporaneous documentation needed when conducting business across borders.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Estate Taxes for 2020 – PDF Course

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2020.

Field of Study: Taxes - Self Study

CPE Hours: 6

6 $47.94 Buy
Estate, Gift, and Generation-Skipping Transfer Taxes for 2020 – PDF Course

The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss estate planning and estate taxes, gift taxes, and generation-skipping transfer taxes in detail. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course will also identify the conditions under which filing a gift tax return is required. Finally, this course will identify and discuss the different types of generation-skipping transfers and how each are taxed by the IRS.

Field of Study: Taxes - Self Study

CPE Hours: 8

8 $63.92 Buy
Gift Taxes for 2020 – PDF Course

Gifts are a commonly used method to reduce the amount of estate taxes owed. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2020. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios where filing a gift tax return is required.

Field of Study: Taxes - Self Study

CPE Hours: 3

3 $26.97 Buy
Individual Retirement Accounts for 2020 – PDF Course

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are not deductible. This course will describe the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, this course will describe when taxpayers are permitted to take distributions from an IRA account.

Field of Study: Taxes - Self Study

CPE Hours: 4

4 $35.96 Buy
Individual Retirement Accounts for 2020 – Video Course

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are not deductible. This course will describe the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, this course will describe when taxpayers are permitted to take distributions from an IRA account.

Field of Study: Taxes - Self Study

CPE Hours: 4

4 $35.96 Buy
Marijuana Tax Considerations – Video Course

Marijuana is legal in many states, yet it is not legal Federally. Banking rules and enforcement of banking rules occurs at the Federal level. Marijuana Tax Considerations is a course that will explore the tax issues related to running a marijuana business. This course will discuss the tax laws and issues. This course will review the common fixes and prevention for the common tax issue. Finally, this course will discuss international issues related to a marijuana business.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Tax Audit Procedures – Video Course

Tax Audit Procedures is a course that will review the topic of a tax audit. This course will describe the IRS audit process from the initial filing of the return to collections. This course will define the options available to taxpayers at each stage of the IRS audit process. This course will also discuss the risk factors to consider in determining the best course of action for the client. Finally, this course will discuss the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Tax Cuts and Jobs Act – A Complete Review Updated for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2020. Each provision will reference a more detailed description of the provision in Part 2 of this course. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes - Self Study

CPE Hours: 30

30 $138.00 Buy
Tax Cuts and Jobs Act – Business Tax Reform for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020. Part 1 of this course will provide a summary description of all provisions referenced in the Business Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed for 2018 and which were updated for 2020. Each provision will reference a more detailed description of the provision in Part 2 of this course. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018 and identify the effective date that the provision became effective.

Field of Study: Taxes - Self Study

CPE Hours: 13

13 $90.87 Buy
Tax Cuts and Jobs Act – Business Tax Reform Quick Review for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a quick review of the Business Tax Reform section of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020. This course will provide a summary description of the Business Tax Reforms referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2020.

Field of Study: Taxes - Self Study

CPE Hours: 1

1 $8.99 Buy
Tax Cuts and Jobs Act – Complete Bill Quick Review for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a quick review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020. This course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections. It will identify which sections changed for 2018 and which were updated for 2020.

Field of Study: Taxes - Self Study

CPE Hours: 3

3 $26.97 Buy
Tax Cuts and Jobs Act – Exempt Organizations and International Tax Provisions Quick Review for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a quick review of the Exempt Organizations and International Tax Provisions portions of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020. This course will provide a summary description of the Exempt Organizations and International Tax Provisions referenced in the Tax Cuts and Jobs Act. It will identify which sections changed for 2018 and which were updated for 2020.

Field of Study: Taxes - Self Study

CPE Hours: 1

1 $8.99 Buy
Tax Cuts and Jobs Act – Exempt Organizations for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a thorough review of the Exempt Organizations portion of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020 for exempt organizations. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for the Exempt Organizations section. It will identify which sections changed for 2018 and which were updated for 2020. Each provision will reference a more detailed description of the provision in Part 2 of this course. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018, and identify the effective date that the provision became effective.

Field of Study: Taxes - Self Study

CPE Hours: 1

1 $8.99 Buy
Tax Cuts and Jobs Act – Individual Tax Reform for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a thorough review of the Individual Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020 for Individual Tax Reforms. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for the Individual Tax Reforms section. It will identify which sections changed for 2018 and which were updated for 2020. Each provision will reference a more detailed description of the provision in Part 2 of this course. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018, and identify the effective date that the provision became effective.

Field of Study: Taxes - Self Study

CPE Hours: 8

8 $63.92 Buy
Tax Cuts and Jobs Act – Individual Tax Reform Quick Review for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a quick review of the Individual Tax Reforms section of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020. This course will provide a summary description of the Individual Tax Reforms referenced in the Tax Cuts and Jobs Act. It will identify which sections changed for 2018 and which were updated for 2020.

Field of Study: Taxes - Self Study

CPE Hours: 1

1 $8.99 Buy
Tax Cuts and Jobs Act – International Tax Provisions for 2020 – PDF Course

The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This is an updated course for 2020 that will provide a thorough review of the International Tax Provisions portion of the Tax Cuts and Jobs Act Bill (H.R.1.) and it also includes the provisions that have changed for 2020 for International Tax Provisions. Part 1 of this course will provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for the International Tax Provisions section. It will identify which sections changed for 2018 and which were updated for 2020. Each provision will reference a more detailed description of the provision in Part 2 of this course. The detailed description will review the pre-2018 law, provide a detailed description of the changes for 2018, and identify the effective date that the provision became effective.

Field of Study: Taxes - Self Study

CPE Hours: 8

8 $63.92 Buy
Tax Planning Using Like-Kind Exchange Transactions – Video Course

Tax Planning Using Like-Kind Exchange Transactions is a course that will review the topic of like kind exchanges under Section 1031 of the IRC. This course will explore whether a Like-Kind Exchange can be used to defer taxes upon the sale of real property. This course will provide examples of allowed and not allowed exchanges under Section 1031. This course will describe the advantages and disadvantages of using Section 1031. This course will describe when it is appropriate to use a Qualified Intermediary in effecting a Like-Kind Exchange. This course will review the different types of Like-Kind Exchanges. Finally, this course will describe a Delaware Statutory Trusts, known as DSTs, how it can be used in obtaining replacement property on a timely basis.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Tax Practice Standards – Video Course

Tax Practice Standards is a course that will review the topic of a tax audit. This course will describe the IRS audit process from the initial filing of the return to collections. This course will define the options available to taxpayers at each stage of the IRS audit process. This course will also discuss the risk factors to consider in determining the best course of action for the client. Finally, this course will discuss the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Tax Treaties and Other International Agreements – Video Course

Tax Treaties and Other International Agreements is a course that will review the international tax environment. This course will describe the purpose of income tax treaties in other countries. This course will review the qualifications for a permanent establishment for tax purposes. This course will review common treaty provisions in the US Model Treaty and discuss their application. Finally, this course will define the reduced withholding rates on dividends, interest and royalties from other countries.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
The Stimulus Act and COVID19 Tax Updates – Video Course

The COVID-19 crisis has impacted every country. In the United States, the CARES Act was signed into law to combat the economic impact for US citizens. The CARES Stimulus Act has changed almost everything about the 2019 tax filing season. This course will review the 2019 tax filing dates and extension dates for all taxpayers. This course will identify the contribution amounts of required dates of these contributions. This course will identify the unemployment benefits that were enacted as part of the CARES Act. Finally, this course will identify the stimulus amounts to be provided to each taxpayer category.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Top Ten Tips to Help Your Clients Avoid Penalties – Video Course

Top Ten Tips to Help Your Clients Avoid Penalties is a CPE course that help all practitioners that prepare taxes to help clients void tax penalties. This course will provide practitioners with strategies to prepare a defense for tax clients. This course will review the importance of filing a return and filing an extension, if more time is needed to file a return. This course will review the process for calculating estimated tax payments. This course will identify the thresholds when dealing with substantial valuation misstatements. Finally, this course will review the types of tax fraud and their remedies.

Field of Study: Taxes - Self Study

CPE Hours: 4

4 $35.96 Buy
Top Tips to Avoid Preparer Penalties – Video Course

Top Ten Tips to Avoid Preparer Penalties is a course that will explore tax preparation rules for prepares. This course will discuss when you are considered a preparer by the IRS and are subject to the rules for tax preparers. This course will discuss the importance for documenting your steps when preparing taxes for clients.

Field of Study: Taxes - Self Study

CPE Hours: 3

3 $26.97 Buy