Webinar

Description This course includes: in-depth, all of the normal college savings programs including 529 plans, Coverdell ESAs and Savings Bonds, but it also provides guidance on their effect on financial aid and new planning ideas for college savings. Updated for the December, 2015 PATH Act the manual includes guidance on the newly reinstated tuition deduction, Continue reading "Education Deductions & Credits Webinar"...

Description This course begins with an overview of installment sales. It then covers new gross profit percentages when sales prices are reduced in future years as well as the specific forms that may be included in a taxpayer’s return. It concludes with a number of problems and issues that may arise with installment sales.   Continue reading "Installment Sales & Repos Webinar"...

With each annual guidance update issued by the Financial Accounting Standards Board and AICPA comes a need for regular practitioner training. At the most basic level, our Accounting and Auditing course offers a comprehensive explanation of auditing and accounting for non-public clients. Taught by Certified Fraud Examiner, Bill Leonard, CPA, attendees enjoy the benefit of Continue reading "Accounting & Auditing Update Webinar"...

Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. Written and taught by experienced practitioners, we’re giving you applicable, relevant guidance at every step, including dozens of example report, engagement, and client letters, as well as Continue reading "Preparation, Compilation & Review Webinar"...

Course Description The ‘Complete Retirement Guide’ will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022’s Secure Act 2.0   Course Objectives Upon completion of Part 1 you will be able to determine how Continue reading "Complete Retirement Guide Webinar"...

Course Objectives Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about Continue reading "Social Security & Medicare Webinar"...

Product Description Give the very best tax advice to your individual and small business clients with this newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high Continue reading "Best of Tax Planning & Retirement Ideas Webinar"...

Product Description We cover all tax updates and provide combination guidance of planning and implementing the new laws and our in-depth coverage of the laws into 2 hours of Bob Jennings’ high energy and incredibly informative guidance.  

Product Description In this course we will review the Employee Retention Credit and the changing requirements for taking the credit, the record keeping requirements, and how to prepare and defend the ERC in front of the IRS.    

Government speakers from Illinois Department of Revenue, Illinois Department of Employment Security, Illinois Department of Labor, and Small Business Administration.

Product Description Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. This seminar is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive Continue reading "Business Tax in Depth Webinar"...

Product Description When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when Continue reading "4 Nights of 1041’s for Trusts & Estates Webinar"...