Course Library

In this presentation, author and Excel expert David H. Ringstrom, CPA will showcase 10 powerful Excel features that can help accountants work more efficiently, including tools like XLOOKUP, SUMIF, Piv ...

Artificial intelligence is rapidly changing how accounting professionals research information, analyze data, communicate with clients, and manage daily workloads. As AI tools become more accessible, P ...

When speaking with clients about the legacy they want to create with their remaining assets at death, there are 3 basic options. They can leave their money to their family, the government via taxes, o ...

When speaking with clients about the legacy they want to create with their remaining assets at death, there are 3 basic options. They can leave their money to their family, the government via taxes, o ...

This course takes you through the process of developing effective strategies for dealing with workplace bullying.

Feeling overwhelmed by compliance work and never-ending deadlines? Youre not alone. Many accountants struggle to find time for strategic, high-value work amidst the daily grind. But what if you could ...

Feeling overwhelmed by compliance work and never-ending deadlines? Youre not alone. Many accountants struggle to find time for strategic, high-value work amidst the daily grind. But what if you could ...

A practical session on integrating AI into the financial planning process to expand client capacity and improve advice quality. Advisors will learn 10 AI workflows to make significant efficiency gains ...

This course provides a clear, practical roadmap for avoiding probate by explaining how asset ownership, beneficiary designations, and legal structures determine whether court involvement is required a ...

Ensure that all the areas of your finances are working to help you grow and protect your wealth.Do you know how much you spend monthly? Do you know what type of insurance you have in place and why? Do ...

A manager's success depends largely on his or her ability to manage a company's assets. This mission is complicated by the interdependent nature of a company's finances. One short-term financial probl ...

A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial probl ...

A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial probl ...

Cash flow is the foundation of any strong retirement plan, and with real estate income and 1031 exchanges, it can be an even more powerful tool. As retirement approaches, clients often seek ways to en ...

Cash flow is the foundation of any strong retirement plan, and with real estate income and 1031 exchanges, it can be an even more powerful tool. As retirement approaches, clients often seek ways to en ...

Real estate investors and business owners often face the same challenge: how to defer capital gains taxes when selling property without losing momentum. This CE course breaks down the practical strate ...

Real estate investors and business owners often face the same challenge: how to defer capital gains taxes when selling property without losing momentum. This CE course breaks down the practical strate ...

This is a 2.5 hour online live lecture presentation.  Learners will be able to determine what type of transactions qualify for deferred recognition of gain under IRC Section 1031. Learners will be abl ...

This course provides a high‑level overview of IRC Section 1031 tax‑deferred exchanges and the use of Delaware Statutory Trusts (DSTs) as replacement property solutions. Participants will explore the f ...

Are you a return preparer looking to enhance your skills and navigate the complexities of 1040 audits with confidence? Look no further! Join our engaging CPE webinar, where we dive into the world of 1 ...

Are you a return preparer looking to enhance your skills and navigate the complexities of 1040 audits with confidence? Look no further! Join our engaging CPE webinar, where we dive into the world of 1 ...

IRS Number: **NOT APPROVED FOR IRS** Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major ...

Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s univ ...

Navigating the complexities of filing IRS Form 1040 can be overwhelming for tax professionals, business owners, and individuals alike. How can you ensure your tax filings are accurate and complete? Th ...

Delve into the intricacies of the 1040 tax form with our comprehensive in-depth course. By the end of this program, participants will gain the skills necessary to proficiently prepare, accurately repo ...

Finalizing a tax return is more than just completing calculationsit requires careful review, validation, and compliance checks. How can professionals ensure accuracy before submission while maintainin ...

This course provides a comprehensive introduction to setting up individual tax returns using Lacerte Tax Software, focusing on the foundational steps required for accurate Form 1040 preparation. It co ...

IRS Number: TATHT-U-00106-24-O Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will include detailed coverage, with planning ideas, of ...

TATHT-T-00092-23-I - Tax Topics, 10 credits TATHT-U-00093-23-I - Update, 6 credits Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will ...

TATHT-T-00092-23-I - Tax Topics, 10 credits TATHT-U-00093-23-I - Update, 6 credits Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will ...

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, alon ...

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, alon ...

Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2026 course will include detailed coverage, with planning ideas, of the latest changes from the new ...

TATHT-T-00092-23-I - Tax Topics, 10 credits TATHT-U-00093-23-I - Update, 6 credits Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will ...

TATHT-T-00092-23-I - Tax Topics, 10 credits TATHT-U-00093-23-I - Update, 6 credits Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will ...

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, alon ...

TATHT-T-00092-23-I - Tax Topics, 10 credits TATHT-U-00093-23-I - Update, 6 credits Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will ...

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, alon ...

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, alon ...

This course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all cou ...

This course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all cou ...

This course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all cou ...

This course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all cou ...

TATHT-T-00092-23-I - Tax Topics, 10 credits TATHT-U-00093-23-I - Update, 6 credits What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Ac ...

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practi ...

Designed to make the practitioner comfortable with 'high traffic' issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practi ...

Designed to make the practinioner comfortable with 'high traffic' issues, this program enables participants to discuss and handle individual tax essentials.