Video Courses

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 describe how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts. This course will discuss portability, and explain the benefits of electing portability. Finally, this course will describe Generation Skipping Transfer Taxes.

Field of Study: Video Courses

CPE Hours: 2

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. 

Field of Study: Video Courses

CPE Hours: 4

Field of Study: Video Courses

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 2026. 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: Video Courses

CPE Hours: 3

How to Avoid Accounting Malpractice is a course that will review the topic of malpractice and it will discuss negligence is the leading course of many lawsuits. This course will explain what constitutes reasonable practitioner behavior with reference to practice standards and common law. This course will describe many common pitfalls and actions that should be avoided in order to avoid being sued.

Field of Study: Video Courses

CPE Hours: 2

How to Avoid Accounting Malpractice is a course that will review the topic of malpractice and it will discuss negligence is the leading course of many lawsuits. This course will explain what constitutes reasonable practitioner behavior with reference to practice standards and common law. This course will describe many common pitfalls and actions that should be avoided in order to avoid being sued.

Field of Study: Video Courses

CPE Hours: 2

The role of the CPA in public practice or industry is to assist the client or management to operate more efficiently and effectively. Failures due to lack of effective controls negatively impact the reputation and image of any organization. This seminar will provide the participant with the information necessary to help assist clients/management in reducing these risks. This seminar covers a variety of useful techniques that are easy and inexpensive to implement but that have a positive impact on the bottom line.

Field of Study: Video Courses

CPE Hours: 8

The role of the CPA in public practice or industry is to assist the client or management to operate more efficiently and effectively. Failures due to lack of effective controls negatively impact the reputation and image of any organization. This seminar will provide the participant with the information necessary to help assist clients/management in reducing these risks. This seminar covers a variety of useful techniques that are easy and inexpensive to implement but that have a positive impact on the bottom line.

Field of Study: Video Courses

CPE Hours: 8

Field of Study: Video Courses

CPE Hours: 2

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 and the recently passed One Big Beautiful Bill 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: Video Courses

CPE Hours: 2