CPE Event

This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.

This practical course compares the four major AI platforms—ChatGPT, Claude, Gemini, and Microsoft Copilot—explaining how each handles your data, what gets used for training, and which options are appropriate for Continue reading "AI Essentials for Tax Offices – Rebroadcast"...

This course includes discussions on every individual and business income tax change. It starts with individual changes including new deductions on tips, overtime and auto loan interest and also discusses Continue reading "The Big Beautiful Bill: Version 2"...

Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040.

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 will identify the origins of MACRS, as well as determine the MACRS lives of various items. In addition, you should be able to define, calculate and apply Bonus depreciation, Continue reading "Depreciation & Amortization"...

Upon the completion of this course, you will be able to-Apply the latest tax law changes to the current Form 1040/1120/1120S/1065 tax returns you prepare; Properly use many federal tax Continue reading "Federal Tax Update – Business and Individual"...

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"...

At the conclusion of this course, the professional will be able to differentiate listed property, luxury auto limits, and other transportation property, the record keeping requirements, issues with employee use Continue reading "Vehicle Deductions – Rebroadcast"...

We will discuss qualifying for and when and how to sign up for Medicare, types of coverage and choices, penalties for late signup, IRMAA penalties based on AGI, premium deductions. Continue reading "Medicare – Rebroadcast"...