Archives: Courses

Course Description 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 2022 that will provide a thorough review …

2022 Tax Code Updates from Individual TCJA Provisions – Self Study Course Read More »

Course Description 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 2022 that will provide a thorough review …

2022 Tax Code Updates from Business TCJA Provisions – Self Study Course Read More »

Course Description 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 2022 that will provide a quick review …

2022 Tax Code Quick Review from TCJA Provisions – Self Study Course Read More »

Course Description 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 2022 that will provide a thorough review …

2022 Tax Code Updates from Tax Cuts and Jobs Act Provisions – Self Study Course Read More »

Course Description 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 …

American Rescue Plan Act 2022 Update – Self Study Course Read More »

Course Description 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 …

American Rescue Plan 2022 Update: Summary and Highlights – Self Study Course Read More »

Course Description 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 …

Individual Retirement Accounts for 2022 – Self Study Course Read More »

Course Description 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 2022. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and …

Gift Taxes for 2022 – Self Study Course Read More »

Course Description 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 numerous updates to the IRC and the inclusion of the Tax Cuts and Jobs Act into law, filing requirements …

2022 Individual Filing Requirements – Self Study Course Read More »

Course Description 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 …

Estate, Gift, and Generation Skipping Transfer Taxes for 2022 – Self Study Course Read More »

Course Description 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 …

Estate Taxes for 2022 – Self Study Course Read More »

Course Description The Internal Revenue Code (IRC) is a continually changing tax code that is always being updated and enhanced with new legislature. With the onset of the COVID-19 pandemic, the tax code underwent serious changes to ensure that Americans received help and support during a truly unprecedented time in U.S. history. This course will …

2022 Tax Update – Must-Know Provisions for the Current Tax Season – Self Study Course Read More »

Course Description Professionals such as Enrolled Agents are required to make ethical decisions daily when performing the duties of their practice.  Ethical decisions are influenced by many different factors, such as culture, motivation, power, and others.  This training course will describe some of the ethical considerations that influence the decision making process through the lens …

Ethics for Enrolled Agents (v22) – Self Study Course Read More »