Events

The Illinois Department of Revenue will be covering changes for the upcoming tax year on Individual Income Tax, Business Income Tax, Withholding Income Tax, Sales Tax, and MyTax Illinois.

Designed to review old rules and explain new rules, this course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planning and business owners; good years, bad years and future years; taxpayers and heirs. Complete with pages of checklists, over 50 immediately useful ideas and deductions Continue reading "Best of Tax Planning & Retirement Ideas for Individuals – Rebroadcast"...

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 of estates and trusts 6. Identify the purpose of the probate court 7. Identify the purpose of the Income Distribution Deduction 8. Determine how to 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 the 2025 BBB Act

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 benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions.

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

Upon completion of this course, you should have a greater understanding of the Trump Savings Account including eligibility, deposits, matching deposits, the Form, earnings, withdrawals, and conversions. You will then learn the rules for an employer fringe benefit Trump account and conclude with comparisons of the account to 529 and UGMA accounts.

All CPAs are required to take a Sexual Harassment Prevention webinar every 3 years. Register for this 2 hour seminar to be in compliance.

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 notices.

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