Course Library

Upon successful completion of this course, participants will be able to:   Accurately file returns for individual taxpayers. Understand and apply the various IRA and Roth IRA rules in order to properl ...

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

The individual tax session takes an in-depth look at the individual tax return plus real estate and passive losses, IRAs and pensions, and gift and estate issues. During the business tax session, you' ...

Learn from our nationally recognized instructors as they deliver an engaging, often humorous, overview of the critical changes and updates you need to know. Experience an interactive review of federal ...

In this course, Jeff Sailor will bring his truly unique presentation style to explains the standard from beginning to end, including the reasons why the standard was issued. In addition, he will inclu ...

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

This course is essential for the tax practitioner who wants to update their tax planning knowledge of business income taxation. Many clients seek sophisticated tax planning ideas that will reduce thei ...

This course was updated on 3/7/2019. The Tax Cuts and Jobs Act of 2018 was a significant change to the US tax code. The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax ...

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in pre ...

This series will help you navigate the legal ups and downs of owning a business. Whether you’re just starting out or already established, our series will have something for you! Join us as we discuss ...

The program covers a broad range of topics, from repurchase obligations to communication programs, and from best practices in corporate governance to the ESOP administrative calendar. Some sessions ar ...

The research is clear that ESOP companies outperform their peers, but to capture the power of employee ownership, your company needs a plan for communicating what employee ownership means and maintain ...

ESOP companies have both challenges and opportunities that are unique to them. How do you balance the need for growth with the need to provide for repurchase? Does your compensation system reward shor ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...

Qualified Business Income deduction, included in the passing of the Tax Cuts and Jobs Act, allows for a deduction of up to 20% of QBI from partnerships, limited liability companies (LLCs), S corporati ...

With business returns as its focus, this comprehensive tax course covers topics guaranteed to prepare financial professionals for tax season. You’ll receive the most complete and up-to-date reference ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Combining real-life experiences of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax changes ...

With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing CPA/EA with es ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Combining real-life experiences of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax changes ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

The field of Financial Planning is complex and includes many areas (tax and non-tax) that go beyond the traditional knowledge base of a CPA. This course provides the practitioner with an understanding ...

This 400 minute live lecture presentation examines audit, legal and policy changes to the Indiana Department of Revenue and changes to Indiana property, income, sales, and use taxes. It also looks at ...

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

This class will discuss the collection methods the IRS is using in the new enforcement environment. When clients are faced with IRS enforcement representatives need a wide array of skills to protect t ...

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enf ...

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enf ...

In 2018, when the standard deduction doubled, and state and local tax deductions were capped at $10,000, traditional tax planning to maximize itemized deductions was shattered. However, planning to mi ...

This is the only QBI deduction manual that contains over 50 real-life implementation and planning examples. We will raise you up, with a full money-back guarantee! The QBI deduction makes it impossibl ...

The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

Tax planning and strategizing is especially critical for high income individuals who have the most to gain or lose. Based on her extensive experience with high income taxpayers, Karen Brosi presents t ...

Tax planning and strategizing is especially critical for high income individuals who have the most to gain or lose. Based on her extensive experience with high income taxpayers, Karen Brosi presents t ...

This seven-hour live lecture presentation examines recent income tax legislation,  tax cases and important Utah Tax Commission determinations. It also examines updates to the Utah corporate tax, prope ...

If tax-efficient investing and income tax planning separate you from competitors, please tune in to this 2019 year-end tax planning class. The tools and tips in this presentation will allow you to man ...

The individual tax session takes an in-depth look at the individual tax return plus real estate and passive losses, IRAs and pensions, and gift and estate issues. During the business tax session, you' ...

Individual Tax Learning Objectives   Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax ...

Individual Tax Learning Objectives   Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax ...

Individual Tax Learning Objectives Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax re ...

Individual Tax Learning Objectives   Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax ...

Get the full benefit of classroom-style, interactive learning from your office or home when you attend the 2019-2020 Federal & California Tax Update: Self-Study Video course. Our nationally-recognized ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...

With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing CPA/EA with es ...

With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing CPA/EA with es ...

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

With business returns as its focus, this comprehensive tax course covers topics guaranteed to prepare financial professionals for tax season. This powerful presentation, provided by two renowned tax e ...

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech digital format, this powerful presentation will enable participants to quickly grasp ...