IAAI

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"...

Upon completion of this course you should have a greater understanding of accounting methods and practices. Participants should be able to determine when the cash method is appropriate or the accrual method is required for accounting records.

At the conclusion of this course, the professional will be able to differentiate listed property, luxury auto limits, and other transportation property, the record keeping requirements, issues with employee use of company vehicles and proper reporting of each.

We include both instruction and practice to deliver a thorough comprehension of how to prepare tax returns for S corporations. This involves full guidance through formation rules and elections, plus potential late elections, and terminations (including mid-year issues). We will also cover common operating tax issues encountered with S corps, such as owner fringe benefits, Continue reading "S Corporations A-Z – Rebroadcast"...

This class should enable the student to understand the terminology used in cryptocurrency taxation. It then guides the student through the individual tax aspects of sales, purchases, mining, accepting crypto as business revenue, staking, lending and more.

Congress has established many qualified fringe benefits in the last 70 years. This course provides the student with an explanation of each including the new Trump Savings Account fringe, discusses compliance and reporting rules and employer deductions for all of them including health care, education, child care, cafeteria plans and more.

Upon completion of this course, attendees will be able to identify the different Sections of SSARS, requirements of the ARSC, and characteristics of the new standards for AR-C Sections, including defined terms. .

At the conclusion of this course, the professional will be able to differentiate listed property, luxury auto limits, and other transportation property, the record keeping requirements, issues with employee use of company vehicles and proper reporting of each.

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

Upon completion of this course you should be able to explain when Circular 230 applies to a tax professional as well as PTIN requirements.

Upon completion of this course, practitioners will be able to explain the latest business tax law changes to clients and inform them of the various characteristics and implications of the S or C corporation form of business entity and summarize the various tax reporting and compliance requirements.