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This course helps pave the way to a comfortable and secure retirement for your clients. We'll explore tax strategies relating to the central financial tactics such as wealth building, capital preserva ...

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Analyzing a client's tax return unveils a wealth of tax and financial planning opportunities.Are your clients overpaying their taxes? Are they missing important tax and financial planning opportunitie ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a marriage. In this course, Jeffrey ...

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Categorizing business planning into 'opening game, mid-game, and endgame,' this informative course covers creative planning tools to determine business acumen, select entity formats, maximize operatio ...

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Are you prepared to advance your expertise in the realm of real estate taxation? Dive into the intricacies of homeownership and property investments with the guidance of Lawrence Pon in this comprehen ...

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Are you ready to enhance your knowledge and expertise in real estate taxation? Join our Continuing Professional Education course led by the highly regarded expert, Lawrence Pon, and unlock the secrets ...

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In Tax Aspects of Special Taxpayers, William Roos delves into complicated issues related to groups of individuals that require specialized knowledge from the tax preparer’s prospective. You’ll get an ...

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Upon completion of this session, you will be able to: Identify potential corporate tax law changes based on the outcome of the 2024 elections. Understand how passthrough tax laws may change in light o ...

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This course is ideal for the CPA looking to expand into the tax field. Provides an excellent overview of tax-deductible expenses, depreciation and payroll taxes. Also covers choosing the right busines ...

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This course covers how to disclose and present tax-basis financial statements. PLEASE NOTE: This course material is a component of course #2005, GAAP: Comprehensive Guide, and therefore we recommend t ...

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Cover stock and debt basis for s corporations and partnerships and why it is important Walk through the calculation of stock and debt basis Explore specific worksheet inputs in tax software when prepa ...

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The basis of property is used to figure depreciation, amortization, depletion, and casualty losses. It is also used to figure gain or loss on dispositions of property. This course will show you how to ...

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Individual tax classification is a crucial aspect of the U.S. tax system, determining how individuals are taxed based on factors such as residency, citizenship, and domicile. This intricate classifica ...

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This course covers classification of individual for United States tax purposes. Coverage begins with classification of individuals as United States taxpayers for income tax purposes, covering statutor ...

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Individual tax classification is a crucial aspect of the U.S. tax system, determining how individuals are taxed based on factors such as residency, citizenship, and domicile. This intricate classifica ...

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US companies are becoming more global each day, and many employers face many challenges when a U.S. employee is working abroad or when a foreign national is working in the U.S. Many countries have cha ...

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US companies are becoming more global each day, and many employers face many challenges when a U.S. employee is working abroad or when a foreign national is working in the U.S. Many countries have cha ...

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In this course, Dr. Bart Basi explores everything from business meals to employee compensation and health savings accounts. This is a great course to further your knowledge on the up-to-date tax laws ...

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Seniors face issues that complicate planning and tax return preparation. They are often interested in helping their families with education and home ownership as well as dealing with their personal is ...

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This course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Pa ...

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This course will review the tax implications of incorporating a new corporation. Instructor Lynne Glennon will explain the tax policy and basic requirements of Section 351 in formation of a new busine ...

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This course will review the tax implications of incorporating a new corporation. Instructor Lynne Glennon will explain the tax policy and basic requirements of Section 351 in formation of a new busine ...

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This course will provide a basic overview of the merger and acquisition strategies and techniques used to reach tax efficient practical solutions. Topics covered include a review of the basics of taxa ...

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Tax Consequences of Mergers and Acquisitions provides an overview of the merger and acquisition strategies and techniques used to reach tax efficient practical solutions. Join Lynne Glennon as she rev ...

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To provide tax professionals with an update of tax changes that took place near the end of 2022 that will impact the 2022 tax filing season as well as tax planning for 2023 and beyond.

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To provide tax professionals with an update of tax changes that took place near the end of 2022 that will impact the 2022 tax filing season as well as tax planning for 2023 and beyond.