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The tax laws governing trusts and estates can be complex, but with a thorough understanding of fiduciary responsibilities, you’ll gain the confidence needed to manage these sophisticated tax matters e ...

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The tax laws governing trusts and estates can be complex, but with a thorough understanding of fiduciary responsibilities, you’ll gain the confidence needed to manage these sophisticated tax matters e ...

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Provides a detailed review of Form 1041 compliance, focusing on fiduciary income tax reporting requirements for estates and trusts. Participants will learn how to properly classify income, allocate de ...

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This course builds on the foundational concepts of Form 1041 compliance, delving deeper into advanced fiduciary tax planning strategies and complex reporting issues. Participants will explore income d ...

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As a fiduciary advising consumers, you need to know about trusts and estates subject to federal income tax. Compliance requires understanding concepts covered in this class, including: simple versus c ...

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Dive into the essential aspects of partnership tax reporting with "B, B1, Electronic Filing Selections and Print Options Screen". This interactive webinar is tailored for tax professionals seeking to ...

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Form 1098: Mortgage Interest Statement is an Internal Revenue Service (IRS) form that is used by taxpayers to report the amount of interest and related expenses paid on a mortgage during the tax year ...

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IRS compliance requirements are more complex than ever. Whether you are new or a veteran employee seeking an update for 2018 this webcast will provide Accounts Payable, Payroll, and Tax professionals ...

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As more and more small businesses are using independent contractors, the need to file 1099s is increasing. The IRS brought back Form 1099-NEC in 2021. This webinar will help participants know when the ...

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Form 1099 reporting has always been tricky, and changes in 2020 and 2021 continue to increase the reporting burden. Tucked away in the American Rescue Plan was a change to reporting on a form called a ...

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Regardless of its structure (sole proprietor, corporation, etc.) that makes “reportable transactions” during the year, any business is required to issue a 1099 to the recipient of income and the IRS. ...

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Form 1099 reporting has always been tricky, and changes in 2020 and 2021 continue to increase the reporting burden. Tucked away in the American Rescue Plan was a change to reporting on a form called a ...

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Form 1099 reporting has always been tricky, and changes in 2020 and 2021 continue to increase the reporting burden. Tucked away in the American Rescue Plan was a change to reporting on a form called a ...

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Covers the latest updates for Form 1099-MISC and 1099-NEC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidel ...

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Regardless of its structure (sole proprietor, corporation, etc.) that makes “reportable transactions” during the year, any business is required to issue a 1099 to the recipient of income and the IRS. ...

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Are you ready to master the ins and outs of Form 1099 for the 2025 tax season? With frequent updates and complex tax rules, navigating the 1099 maze can feel daunting. Whether you're a tax professiona ...

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Are you ready to master the ins and outs of Form 1099 for the 2024/2025 tax season? With frequent updates and complex tax rules, navigating the 1099 maze can feel daunting. Whether you're a tax profes ...

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Are you ready to tackle the complexities of electronic filing while ensuring accuracy? This course will help you navigate everything, from understanding officer compensation to ensuring thorough repor ...

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Navigating the tax preparation process can be complex, but with the right tools and a clear understanding of key steps, you can streamline the process and ensure accurate filings.In this CE Course, we ...

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Navigating the tax preparation process can be complex, but with the right tools and a clear understanding of key steps, you can streamline the process and ensure accurate filings.In this CE Course, we ...

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Learn the rules for obtaining these benefits, including the foreign earned income exclusion, the foreign housing exclusion, and the concepts of tax home, physical presence test, and bona fide resident ...

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Have you ever wondered where the IRS gets those crazy numbers that they use when they set your client onto an Installment Agreement or when you try to compute the correct numbers to use for your Offer ...

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Have you ever wondered where the IRS gets those crazy numbers that they use when they set your client onto an Installment Agreement or when you try to compute the correct numbers to use for your Offer ...

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Form 4684, titled "Casualties and Thefts," is a crucial document for taxpayers who have experienced losses due to unforeseen events such as accidents, natural disasters, or thefts. Understanding how t ...

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Form 4684, titled "Casualties and Thefts," is a crucial document for taxpayers who have experienced losses due to unforeseen events such as accidents, natural disasters, or thefts.Understanding how to ...

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Form 4684, titled "Casualties and Thefts," is a crucial document for taxpayers who have experienced losses due to unforeseen events such as accidents, natural disasters, or thefts. Understanding how t ...

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This webinar will provide tax counsel and advisers with a practical discussion of recent IRS International Practice Unit (IPU) guidance on what constitutes "“substantial compliance” in filing Form 547 ...

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For U.S. citizens involved with foreign corporations, navigating the intricacies of Form 5471, known as the "Information Return of U.S. Persons concerning Certain Foreign Corporations," is crucial for ...

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For U.S. citizens involved with foreign corporations, navigating the intricacies of Form 5471, known as the "Information Return of U.S. Persons concerning Certain Foreign Corporations," is crucial for ...

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International tax compliance is a critical piece in managing global business and should not be overlooked. A key form for foreign-owned U.S. corporations is Form 5472.Form 5472, Information Return of ...

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Provides a comprehensive overview of estate planning strategies using Form 706 and Form 709, with a focus on portability and gift tax considerations. Participants will learn how to properly report est ...

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Navigating the complexities of estate and gift tax reporting can be challenging. Forms 706 and 709 are essential tools for understanding how estates and gifts are taxed and how to manage compliance wi ...

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Navigating the complexities of estate and gift tax reporting can be challenging. Forms 706 and 709 are essential tools for understanding how estates and gifts are taxed and how to manage compliance wi ...

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In the ever-evolving world of estate planning, staying informed is crucial, especially in 2024. The Tax Cuts and Jobs Act (TCJA) has dramatically increased the lifetime exclusion from estate taxes to ...

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Navigating the complexities of gift taxes can be overwhelming, especially when it comes to filing Form 709. How can you ensure that your gifts qualify for tax exclusions? What should you know about ma ...

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Navigating the complexities of gift taxes can be overwhelming, especially when it comes to filing Form 709. How can you ensure that your gifts qualify for tax exclusions? What should you know about ma ...

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The IRS just released a brand-new form, Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations. Form 7203 is required to be filed with an S corporation shareholder’s 1040 if that shareh ...

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This webinar will provide tax advisers and compliance professionals with a practical guide to the calculations and reporting requirements needed for U.S. taxpayers and exiting green card holders. The ...

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This webinar will provide tax advisers and return preparers with insights on handling complex challenges when completing Form 8865 and its associated schedules. The panel will explain approaches for c ...

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This webinar will provide corporate tax professionals with a comprehensive guide to complying with reporting obligations for contributions of cash or other property to foreign corporations. The panel ...

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The IRS has released changes to Form 941 for the 2024 tax year. There are a few changes to Form 941 that employers should be aware of before filing Form 941. Advance your expertise in quarterly tax re ...

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The IRS has released changes to Form 941 for the 2024 tax year. There are a few changes to Form 941 that employers should be aware of before filing Form 941. Advance your expertise in quarterly tax re ...

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Navigating IRS Form 941 in 2025 is more critical than ever. With changing regulations, complex reconciliation processes, and strict IRS requirements, even minor mistakes can lead to costly penalties. ...

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Navigating IRS Form 941 in 2025 is more critical than ever. With changing regulations, complex reconciliation processes, and strict IRS requirements, even minor mistakes can lead to costly penalties. ...

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This webinar discusses the fundamental aspects of Form 941 including when to use Form 943, Form 944, or Form 945 instead of Form 941, determination of the tax deposit period due dates for deposits, a ...

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This webinar discusses the fundamental aspects of Form 941 including when to use Form 943, Form 944, or Form 945 instead of Form 941, determination of the tax deposit period due dates for deposits, a ...

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This webinar discusses the fundamental aspects of Form 941 including when to use Form 943, Form 944, or Form 945 instead of Form 941, determination of the tax deposit period due dates for deposits, a ...