A complete review of requirements to have health savings accounts, contribution rules and limits, withdrawal rules, penalties, deposits and reporting.   Our 2024 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 Continue reading "Health Savings Accounts Webinar"...

A complete review of requirements to have health savings accounts, contribution rules and limits, withdrawal rules, penalties, deposits and reporting.   Our 2024 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 Continue reading "Health Savings Accounts Webinar"...

Medicare premiums have a complex relationship with the income tax system as deductions vary for itemized deductions, self-employed individuals, and IRMAA penalties for high prior year AGI. This course defines the types of Medicare coverage, their premiums and penalties, their tax deductions and coverage. We will discuss qualifying for and when and how to sign Continue reading "Medicare Webinar"...

Medicare premiums have a complex relationship with the income tax system as deductions vary for itemized deductions, self-employed individuals, and IRMAA penalties for high prior year AGI. This course defines the types of Medicare coverage, their premiums and penalties, their tax deductions and coverage. We will discuss qualifying for and when and how to sign Continue reading "Medicare Webinar"...

This course provides an overview of Social Security and Medicare benefits and taxability. Because Social Security benefits are such an important piece of a retiree’s income tax situation we make sure that the student has a rudimentary understanding of benefit types for workers, spouses, widows/widowers, ex-spouses and dependents as well as clarifying income tax related Continue reading "Intro to Social Security"...

This course provides an overview of Social Security and Medicare benefits and taxability. Because Social Security benefits are such an important piece of a retiree’s income tax situation we make sure that the student has a rudimentary understanding of benefit types for workers, spouses, widows/widowers, ex-spouses and dependents as well as clarifying income tax related Continue reading "Intro to Social Security"...

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw Continue reading "IRAs, ROTHs, & Conversions"...

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw Continue reading "IRAs, ROTHs, & Conversions"...

We review 2024 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption deceased spouse election

We review 2024 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption deceased spouse election

The course reviews depreciation in general and then explains basis, lives and methods. It is followed by detailed discussions of Sec. 179, bonus and luxury property and the related qualification rules and limits. It concludes with similar examinations of amortization, depletion and fixing errors.

The course reviews depreciation in general and then explains basis, lives and methods. It is followed by detailed discussions of Sec. 179, bonus and luxury property and the related qualification rules and limits. It concludes with similar examinations of amortization, depletion and fixing errors.