Course Description Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine those tax changes that are more significant from the perspective of an income …
Federal Income Tax Changes (v22) – Video Self Study Course Read More »
Course Description This course will cover Schedule C from start to finish and will cover all of the typical scenarios tax pros are likely to encounter. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Understand when to …
Schedule C Updates (v22) – Video Self Study Course Read More »
Course Description This course covers Schedule A, itemized deductions, from top to bottom. This includes discussions of medical expenses, interest expense, charitable contributions, and miscellaneous itemized deductions. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Identify when …
Itemized Deductions – A Basic Overview (v22) – Video Self Study Course Read More »
Course Description This course covers claiming dependents – qualifying children and qualifying relatives. The rules have some overlap but there are significant differences between the two. A qualifying child opens the door for more tax benefits and credits than a qualifying relative. We will also touch on head of household filing status in this training. …
Dependents: Who Can Claim Whom? (v22) – Video Self Study Course Read More »
Course Description This course will look at the important subject of client representation before the IRS. Practice before the IRS addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes another to engage in it on his or …
Course Description This course covers changes to the earned income credit for 2021. The American Rescue Plan made substantial changes to the EIC for 2021, with some changes specific to 2021-only, while some changes remain a permanent part of the law. We will cover the 15 rules for claiming the EIC, and also cover Form …
Earned Income Credit (v22) – Video Self Study Course Read More »
Course Description This course examines the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individual’s education. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Identify the features …
Education Tax Benefits (v22) – Video Self Study Course Read More »
Course Description This course is designed to teach practitioners the basics of community property. It will cover what community property is and how to report it, and then discuss how our modern-day concept of filing statuses was shaped by community property law a century ago. NOTE – This is a Video Self-Study Course Learning Objectives …
Community Property Taxation (v22) – Video Self Study Course Read More »
Course Description This course will trace the history of filing statuses and how community property law was central to forcing Congress to create filing statuses, and how filing statues are still a thorny issue in tax law. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should …
A Brief History of Marriage in the Tax Code (v22) – Video Self Study Course Read More »
Course Description This course covers the ins and outs of the home office deduction. This deduction is popular with sole proprietors, but practitioners must be careful to make sure the proprietor actually qualifies for the deduction. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be …
Home Office Deductions (v22) – Video Self Study Course Read More »
Course Description 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. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of …
Qualified Business Income Deduction – A Basic Overview (v22) – Video Self Study Course Read More »
Course Description 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. NOTE …
Inflation Reduction Act (v22) – Video Self Study Course Read More »
Course Description This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: Identify key revenue and …
Course Description The California State Board of Accountancy requires that all must complete a two (2) hour, Board approved California Regulatory Review course every six (6) years. California Regulatory Review: Accountancy Act, Rules and Regulations is a course that fulfills this requirement for California CPAs. This course is also sufficient for reinstatement or re-entry applicants for …
Course Description All businesses need cash to survive. Proper controls in the receipt of cash are extremely important as this is the primary way that most companies generate cash. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …
Key Process Controls – Cash Receipts (v22) – Self Study Course Read More »
Course Description Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …
Key Process Controls – Receiving (v22) – Self Study Course Read More »
Course Description Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …
Key Process Controls – Purchasing (v22) – Self Study Course Read More »
Course Description Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the …
Key Process Controls – Accounts Payable (v22) – Self Study Course Read More »
Course Description Companies must collect outstanding accounts from customers as part of their business activities. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with or brush up on, basic …
Key Process Controls – Collection for Outstanding Accounts (v22) – Self Study Course Read More »
Course Description Companies must accurately bill customers in order to stay in business. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with or brush up on, basic internal control …
Key Process Controls – Billing (v22) – Self Study Course Read More »
