CPE Event

Upon completion of this course, attendees will be able to identify the different Sections of SSARS, requirements of the ARSC, and characteristics of the new standards for AR-C Sections, including Continue reading "Preparations, Compilations & Review – 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"...

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"...

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

Upon completion of this course you should be able to explain when Circular 230 applies to a tax professional as well as PTIN requirements.

Upon completion of this course, practitioners will be able to explain the latest business tax law changes to clients and inform them of the various characteristics and implications of the Continue reading "Business Tax In Depth"...

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.

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"...