Taxes

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 2023. 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

CPE Hours: 3

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 2023. 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

CPE Hours: 3

Field of Study: Taxes

CPE Hours: 2

Field of Study: Taxes

CPE Hours: 2

Field of Study: Taxes

CPE Hours: 3

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

CPE Hours: 4

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

CPE Hours: 4

Field of Study: Taxes

CPE Hours: 1

Few recent pieces of legislation have been discussed more than the Inflation Reduction Act of 2022, but what's really in it and how will it affect your clients? This one-hour course covers all of the law’s pertinent components, and also points out the portions that we are waiting for further clarification on.

Field of Study: Taxes

CPE Hours: 1

Field of Study: Taxes

CPE Hours: 1

Field of Study: Taxes

CPE Hours: 1

This course is designed for beginning practitioners and/or practitioners who have not encountered QBI much in the past. The goal of this course is to expose the practitioner to many different aspects of QBI from a fairly high level.

Field of Study: Taxes

CPE Hours: 1

Field of Study: Taxes

CPE Hours: 2

Field of Study: Taxes

CPE Hours: 1

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

CPE Hours: 2

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

CPE Hours: 2

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 webinar will provide a thorough review of the Individual Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar will provide a summary description of all provisions referenced in the Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed and which remained the same.

Field of Study: Taxes

CPE Hours: 2

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 webinar will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar 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 and which remained the same.

Field of Study: Taxes

CPE Hours: 2

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 webinar will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar 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 and which remained the same.

Field of Study: Taxes

CPE Hours: 2

Field of Study: Taxes

CPE Hours: 3

Field of Study: Taxes

CPE Hours: 2

As cryptocurrency becomes more prevalent in our lives today, we must learn about the different implications that we might see as tax practitioners. This course is ideal for CPAs, EAs and other tax professionals.

Field of Study: Taxes

CPE Hours: 2

As cryptocurrency becomes more prevalent in our lives today, we must learn about the different implications that we might see as tax practitioners. This course is ideal for CPAs, EAs and other tax professionals.

Field of Study: Taxes

CPE Hours: 2

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

CPE Hours: 2

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

CPE Hours: 2

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

CPE Hours: 2

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

CPE Hours: 2

This course will take ethical tax issues and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of IRS Bulleting 2017-35, important sections of the TIGTA Report and Form 8867. Finally, this course will discuss issues which surround the EITC and penalties for tax preparers.

Field of Study: Taxes

CPE Hours: 2

This course will take ethical tax issues and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of IRS Bulleting 2017-35, important sections of the TIGTA Report and Form 8867. Finally, this course will discuss issues which surround the EITC and penalties for tax preparers.

Field of Study: Taxes

CPE Hours: 2

This course will take ethical tax issues and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of Circular 230 from Subpart A through Subpart E.

Field of Study: Taxes

CPE Hours: 2

This course will take ethical tax issues and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of Circular 230 from Subpart A through Subpart E.

Field of Study: Taxes

CPE Hours: 2

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

CPE Hours: 2

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

CPE Hours: 2

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

CPE Hours: 2

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

CPE Hours: 2

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 extensions, 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

CPE Hours: 4

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

CPE Hours: 3