Events

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"...

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 Continue reading "Don’t Click That! Tax Office Security – Rebroadcast"...

At the end of the course, the practitioner will have a working knowledge of the resources available on IRS.gov, how to navigate the system, and correspond online with IRS regarding Continue reading "IRS Online Tools, Transcripts & IRS Notices – Rebroadcast"...

This course reviews all rules for withdrawals, distributions, penalties and penalty exceptions for IRAs and other retirement accounts.

 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 Continue reading "Health Savings Accounts – Rebroadcast"...

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

This practical course compares the four major AI platforms—ChatGPT, Claude, Gemini, and Microsoft Copilot—explaining how each handles your data, what gets used for training, and which options are appropriate for Continue reading "AI Essentials for Tax Offices – Rebroadcast"...