Zoom

This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and Continue reading "Practice Management – Rebroadcast"...

Our 2026 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 and savings account choices. We then explain withdrawal limits and penalties and conclude with completed forms reflecting reporting guidance.

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. .

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.