Events

Updates to federal/state taxes and other information.

This manual is a reference for tax professionals preparing individual returns with guidance for which IRS forms need to be filed for individual US taxpayers, as will as which forms need to be filed directly with FinCen.

This course explains what constitutes reasonable compensation and how to calculate it for an officer. It also explains the positive and negative aspects of paying an unreasonable high or low amount of officer compensation, including potential penalties.

During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by Continue reading "1041’s for Trust & Estates – REBROADCAST"...

This course explains all education savings programs, tax deductions, compliance rules and reporting for 529 plans, Series EE Bonds, American Opportunity and Lifetime Credits, employer assistance programs and student loan interest deductions.

This 2-hour course provides the practitioner with guidance on how to comply with independence, fees and advertising rules of the AICPA Code of Conduct.

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 defense rather than the weakest link. We'll walk through real-world examples of attacks targeting tax offices, cover the technical security basics every practice needs

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, determine depreciation errors, and recognize applicable depreciations using Section 179. Participants should gain an understanding of amortization, depletion, basis and ownership, timing and calculation, luxury Continue reading "Depreciation & Amortization – Rebroadcast"...

This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and Continue reading "Practice Management – Rebroadcast"...

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"...