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2026 Annual Federal Tax Refresher (AFTR)

AFTR

300 Minutes

2026 Annual Federal Tax Refresher (AFTR)

This 6-hour AFTR course provides a comprehensive review of the current provisions and re...

Federal Tax Law Updates

150 Minutes

2025 Federal Tax Updates

Stay ahead of the curve in a competitive tax preparation environment with this course covering al...

State Tax

250 Minutes

Current California Tax Issues

Stay current on the latest California tax developments with this comprehensive course based on Sp...

1099 Dos and Don'ts cover

Other Federal Tax

150 Minutes

1099 Dos and Don’ts

This course provides essential guidance on navigating the complex world of 1099 information retur...

Accuracy & Continuity on Tax Returns

Other Federal Tax

100 Minutes

Accuracy & Continuity on Tax Returns

This course guides tax preparers through key steps for meeting due diligence standards, emphasizi...

Applying the Tangible Property Regulations cover

Other Federal Tax

50 Minutes

Applying the Tangible Property Regulations

This course provides a comprehensive overview of the tangible personal property regulations final...

Business Expenses and Hobby Losses cover

Other Federal Tax

100 Minutes

Business Expenses and Hobby Losses

The IRS frequently scrutinizes taxpayer activities under IRC Section 183, the “hobby loss” rules,...

Charitable Contribution Compliance cover

Other Federal Tax

100 Minutes

Charitable Contribution Compliance

Charitable contributions are subject to a wide variety of special requirements. Only certain type...

Debt Cancellation

Other Federal Tax

100 Minutes

Debt Cancellation

Debt cancellation can carry significant and often complex tax consequences, particularly during t...

Deducting Travel and Lodging Expenses

Other Federal Tax

100 Minutes

Deducting Travel and Lodging Expenses

This course covers the complex rules governing the deductibility of travel and lodging expenses, ...

Divorce Tax Issues

Other Federal Tax

100 Minutes

Divorce Tax Issues

This federal tax law course is designed to provide the tax preparer with the necessary informatio...

Earned Income Tax Credit and Preparer Responsibilities

Other Federal Tax

100 Minutes

Earned Income Tax Credit and Preparer Responsibilities

This course provides an in-depth look at the Earned Income Tax Credit (EITC) and the heightened d...

Education Tax Benefits

Other Federal Tax

200 Minutes

Education Tax Benefits

Parents often seek ways to ease the financial burden of education, and the federal government off...

Estate Planning Overview

Other Federal Tax

150 Minutes

Estate Planning Overview

Estate and end-of-life planning is a topic for which many people often seek the guidance of an ex...

Estate Tax Planning

Other Federal Tax

150 Minutes

Estate Tax Planning

Explore the fundamental concepts and strategies involved in estate tax planning, from the adminis...

Fundamentals of Entity Selection cover

Other Federal Tax

150 Minutes

Fundamentals of Entity Selection

Choosing the right business structure is a critical decision that impacts tax obligations, liabil...

Marital Status and the Adoption Credits, Moving Expenses and Gain on Sale of Main Home

Other Federal Tax

100 Minutes

Marital Status and the Adoption Credits, Moving Expenses and Gain on Sale of Main Home

In Marital Status, the goal is to identify which acts constitute consideration of marriage, as we...

Offers-In-Compromise: Navigating the Process

Other Federal Tax

100 minutes

Offers-In-Compromise: Navigating the Process

While Congress has given the IRS the authority to compromise tax liabilities for less than the fu...

Passive Activity Loss Limitations

Other Federal Tax

100 Minutes

Passive Activity Loss Limitations

A common mistake made in tax preparation is the deduction of losses from passive activities witho...

Preparing Returns with Multiple Income Sources

Other Federal Tax

100 Minutes

Preparing Returns with Multiple Income Sources

This illustrative course is designed to provide a more tangible experience in understanding tax p...

Primer on Retirement Plans for Small Business

Other Federal Tax

100 Minutes

Primer on Retirement Plans for Small Business

There are several retirement plan options available to business owners. Each plan comes with its ...

Qualified Small Business Stock Sales

Other Federal Tax

50 Minutes

Qualified Small Business Stock Sales

I.R.C. §1202 offers significant tax incentives by allowing up to a 100% exclusion on gains from t...

Reporting Foreign Income and Assets

Other Federal Tax

100 Minutes

Reporting Foreign Income and Assets

Reporting of foreign assets, accounts, and income are now high on the agenda for the IRS, and sev...

Representing Taxpayers Before the IRS

Other Federal Tax

100 Minutes

Representing Taxpayers Before the IRS

This is a basic level course that describes the contexts in which the Internal Revenue Service (“...

Retirement Plans, Pensions and Annuities

Other Federal Tax

100 Minutes

Retirement Plans, Pensions and Annuities

Employer-sponsored retirement plans are a key component of retirement income, alongside personal ...

Section 199A Deduction for Qualified Business Income cover

Other Federal Tax

50 Minutes

Section 199A Deduction for Qualified Business Income

As part of the Tax Cuts and Jobs Act of 2017, a temporary deduction, ca...

Self-Employment, Education and Estimating Tax

Other Federal Tax

100 Minutes

Self-Employment, Education and Estimating Tax

This course was designed to expose the tax professional to a more complex level of tax return pre...

Single - With Dependents

Other Federal Tax

100 Minutes

Single - With Dependents

In this illustrative course, the goal is to address the various credits available to single paren...

Substantiation of Business Expenses

Other Federal Tax

100 Minutes

Substantiation of Business Expenses

While practitioners and taxpayers alike frequently focus on the substantive rules regarding the d...

Tax Issues for Divorced and Separated Parents

Other Federal Tax

100 Minutes

Tax Issues for Divorced and Separated Parents

This course is not intended as a comprehensive analysis of all the tax issues that arise in the c...

Tax Rules Related to Ministers and Clergy

Other Federal Tax

100 Minutes

Tax Rules Related to Ministers and Clergy

Many practitioners overlook the unique tax rules that apply to ministers, which can lead to signi...

Tax Treatment of Life Insurance Proceeds

Other Federal Tax

100 Minutes

Tax Treatment of Life Insurance Proceeds

Tax considerations play a critical role in life insurance planning, just as they do in other fina...

Tax Treatment of Sickness and Injury Plans

Other Federal Tax

100 Minutes

Tax Treatment of Sickness and Injury Plans

Health insurance, now a central component of personal well-being, is a relatively recent developm...

Taxation of Daycare Providers

Other Federal Tax

100 Minutes

Taxation of Daycare Providers

It is estimated that over 130,000 daycare businesses employ almost one million workers in the U.S...

Taxation of Lawsuits, Awards, and Settlements

Other Federal Tax

100 Minutes

Taxation of Lawsuits, Awards, and Settlements

This course describes the various tax consequences that arise when the taxpayer receives or pays ...

Taxpayer Penalties and Interest

Other Federal Tax

100 Minutes

Taxpayer Penalties and Interest

When a tax liability is assessed, the tax itself represents only a portion of the amount due to t...

Disciplinary Actions for Circular 230 Violations

Ethics

100 Minutes

Disciplinary Actions for Circular 230 Violations

This course outlines the basic sanctions imposed under Circular 230 and the process for imposing ...

Ethics for Tax Practitioners

Ethics

100 Minutes

Ethics for Tax Practitioners

This course explores the IRS’s definition of ethics and the key principles outlined in Treasury C...

Tax Return Preparer Ethical Issues

Ethics

100 Minutes

Tax Return Preparer Ethical Issues

This course provides an in-depth review of IRS ethical standards as outlined in Treasury Departme...

Tax Return Preparer Responsibilities

Ethics

100 Minutes

Tax Return Preparer Responsibilities

This course covers the various rules, regulations, standards, and penalities that professional ta...

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