Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. The discussion is team Continue reading "Security Webinar"...

Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. The discussion is team Continue reading "Security 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 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 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 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 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 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 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, 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, 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