Designed to review old rules and explain new rules, this course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planning Continue reading "Best of Tax Planning & Retirement Ideas for Individuals – Rebroadcast"...
Learning Objectives: 1. Define estate 2. Identify the duties of the fiduciary 3. Identify the characteristics of QSSTs 4. Determine what qualifies as a grantor trust 5. Identify the qualities Continue reading "1041’s for Trust & Estates – Rebroadcast"...
This course is designed to explain tax-advantaged methods of saving for college, tax deductions and credits for taxpayers.
Upon completion of this course you should have a greater understanding of gains and losses in the event of a qualified disaster, specifically as they pertain to personal residences and Continue reading "Disaster Losses – Rebroadcast"...
We review 2025 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption deceased spouse election and explain the effects of Continue reading "Estate & Gift Tax Update – Rebroadcast"...
This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate Continue reading "Social Security & Medicare"...
This course teaches tax professionals how to recognize these threats before it's too late, implement a no-click policy that actually works, and train staff to be the first line of Continue reading "Don’t Click That! Tax Office Security – Rebroadcast"...
Upon completion of this course, you should have a greater understanding of the Trump Savings Account including eligibility, deposits, matching deposits, the Form, earnings, withdrawals, and conversions. You will then Continue reading "Trump Savings – Rebroadcast"...
All CPAs are required to take a Sexual Harassment Prevention webinar every 3 years. Register for this 2 hour seminar to be in compliance.
At the end of the course, the practitioner will have a working knowledge of the resources available on IRS.gov, how to navigate the system, and correspond online with IRS regarding Continue reading "IRS Online Tools, Transcripts & IRS Notices – Rebroadcast"...
This course reviews all rules for withdrawals, distributions, penalties and penalty exceptions for IRAs and other retirement accounts.
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