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2021 Individual Filing Requirements – Self Study 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
2021 Tax Code Quick Review from Tax Cuts and Jobs Act Provisions – Self Study Course

The Tax Cuts and Jobs Act of forms the current foundation of 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 2021 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 2021. 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 2021.

Field of Study: Taxes - Self Study

CPE Hours: 3

3 $26.97 Buy
2021 Tax Code Updates for Individual Provisions – Self Study Course

The Tax Cuts and Jobs Act of forms the current foundation of 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 2021 that will provide a thorough review of the Individual Tax Reform section of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for the 2021 tax yar. Part 1 of this course will provide a summary description of all provisions referenced in Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed for 2018 and which were updated for 2021. 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
2021 Tax Code Updates from Business TCJA Provisions – Self Study Course

The Tax Cuts and Jobs Act of forms the current foundation of 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 2021 that will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for the 2021 tax yar. 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 when the tax law was enacted in 2018 and which were updated for 2021. 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
2021 Tax Code Updates from Tax Cuts and Jobs Act Provisions – Self Study Course

The Tax Cuts and Jobs Act of forms the current foundation of 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 2021 that will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) as well as any changes for the 2021 tax yar. 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 2021. 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
2021 Tax Update – Must-Know Provisions for the Current Tax Season – Self Study Course

The last couple of years has seen many updates and changes to the tax code. The past year was unpresented with a global pandemic as the primary driving force for the latest updates to the tax code. This course will review the changes in tax codes from the American Rescue Plan for 2021, the Consolidated Appropriation Act, and the CARES Act. Important provisions from these three bills will be reviewed with emphasis being placed on the most current bill. This course will review the highlights of the American Rescue Plan of 2021. It will review individual stimulus payment amounts, credits, and business loans. This course will review the highlights of the Consolidated Appropriation Act. Finally, this course will review the highlights from the CARES Act.

Field of Study: Taxes - Self Study

CPE Hours: 6

6 $47.94 Buy
American Rescue Plan Act of 2021 – Self Study Course

The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States' recovery from the economic and health effects of the COVID-19 pandemic and the ongoing recession. This legislation was first proposed on January 14, 2021, the package builds upon many of the measures in the CARES Act from March and in the Consolidated Appropriations Act, 2021, from December.

Field of Study: Taxes - Self Study

CPE Hours: 5

5 $44.95 Buy
American Rescue Plan of 2021: Summary and Highlights – Self Study Course

The American Rescue Plan of 2021 is the latest COVID-19 relief package that provides $1.9 trillion in mandatory funding, program changes and tax policies aimed at mitigating the continuing effects of the pandemic. The bill was crafted to provide urgent and targeted funding to defeat the virus and provide workers and families the resources they need to survive the pandemic while the vaccine is distributed to every American.

The American Rescue Plan of 2021 was passed by the House Feb. 27, 2021, and the Senate March 6, 2021. It was signed into law by President Biden on March 11, 2021. The American Rescue Plan of 2021 will cost of $1.9 trillion making it one of the largest economic rescue plans in U.S. history.

The American Rescue Plan of 2021 is the latest legislation to facilitate recovering from the economic and health effects of the COVID-19 pandemic. This legislation following the CARES Act of 2020 and the Consolidated Appropriations Act of 2021. This Act extends some aspects of those bills while also creating new recovery provisions. It mixes efforts to mitigate the economic effects of the pandemic with strategies to fight the virus itself.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Consolidated Appropriations Act – Self Study Course

The Consolidated Appropriations Act, 2021 (H.R. 133) was a $2.3 trillion spending bill that combines $900 billion in stimulus relief for the COVID-19 pandemic in the United States with a $1.4 trillion omnibus spending bill for the 2021 federal fiscal year (combining 12 separate annual appropriations bills) and prevents a government shutdown.) It is a follow-on to both the CARES Act and Paycheck Protection Program passed in the spring of 2020.

Field of Study: Taxes - Self Study

CPE Hours: 3

3 $26.97 Buy
Cross Boarder Transactions – Self Study 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 2021 – Self Study 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 2021.

Field of Study: Taxes - Self Study

CPE Hours: 6

6 $47.94 Buy
Estate, Gift, and Generation-Skipping Transfer Taxes for 2021 – Self Study 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 2021 – Self Study 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 2021. 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 2021 – Self Study 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
Love and Marriage – Self Study Course

This course will discuss steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly. How to find the information about each other - with their permission and cooperation. And how to face and fix the problems we discover.

Field of Study: Taxes - Self Study

CPE Hours: 2

2 $17.98 Buy
Marijuana Tax Considerations – Self Study 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 – Self Study 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 Planning Using Like-Kind Exchange Transactions – Self Study 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 – Self Study 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 – Self Study 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 CARES Act: A Summary – Self Study Course

The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act.

The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of the COVID-19 pandemic in the United States. The spending primarily includes $300 billion in one-time cash payments to individuals. It also included $208 billion in loans to major industry, and $349 billion in Small Business Administration loans.

The CARES Act was broken down into two main section. The first section, known in the legislation as Division A, covered language that approved provisions for many programs and spending. It is specifically title as, “Keeping Workers Paid and Employed, Health Care System Enhancements, and Economic Stabilization”. The second section, known as Division B in the legislation, covered all the appropriations that were for emergencies or that were discretionary. This section is specifically titled, “Emergency Appropriations for Coronavirus Health Response and Agency Operations.

Field of Study: Taxes - Self Study

CPE Hours: 1

1 $8.99 Buy
The Coronavirus Aid, Relief, and Economic Security Act (The CARES Act) – Self Study Course

The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act.

The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of the COVID-19 pandemic in the United States. The spending primarily includes $300 billion in one-time cash payments to individuals. It also included $208 billion in loans to major industry, and $349 billion in Small Business Administration loans.

The CARES Act was broken down into two main section. The first section, known in the legislation as Division A, covered language that approved provisions for many programs and spending. It is specifically title as, “Keeping Workers Paid and Employed, Health Care System Enhancements, and Economic Stabilization”. The second section, known as Division B in the legislation, covered all the appropriations that were for emergencies or that were discretionary. This section is specifically titled, “Emergency Appropriations for Coronavirus Health Response and Agency Operations.

Field of Study: Taxes - Self Study

CPE Hours: 4

4 $35.96 Buy
The Stimulus Act and COVID19 Tax Updates – Self Study 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 – Self Study 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 – Self Study 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