Webinar

Our 2026 Health Savings Accounts course will guide you through HSA’s. With complete discussion of the qualification requirements (including Medicare recipients) we explain how to open, when to open, who can deposit, tax deductions and savings account choices. We then explain withdrawal limits and penalties and conclude with completed forms reflecting reporting guidance.

Upon completion of Part 1 you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. Continue reading "Complete Retirement Guide"...

Upon completion of this course you should have a greater understanding of accounting methods and practices. Participants should be able to determine when the cash method is appropriate or the accrual method is required for accounting records.

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 of company vehicles and proper reporting of each.

We include both instruction and practice to deliver a thorough comprehension of how to prepare tax returns for S corporations. This involves full guidance through formation rules and elections, plus potential late elections, and terminations (including mid-year issues). We will also cover common operating tax issues encountered with S corps, such as owner fringe benefits, Continue reading "S Corporations A-Z – Rebroadcast"...