Course Library

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.

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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.

This is the Part I of a two-part course and covers chapter 1 and chapter 2 of the course material. The course is designed to make the practitioner comfortable with “high traffic” issues, this program ...

This is the Part II of a two-part course and covers chapter 3 and chapter 4 of the course material. The course is designed to make the practitioner comfortable with “high traffic” issues, this program ...

This course enables participants to discuss and handle individual tax essentials. Practical aspects of return preparation and individual planning are discussed, thus bridging the gap between theory an ...

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 ...

IRS Number: TATHT-T-00101-24-O   When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leon ...

IRS Number: TATHT-T-00101-24-O   When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leon ...

IRS Number: TATHT-T-00101-24-O   When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leon ...

Learning Objectives: Upon completion of this course you will be able to: 1. Define estate 2. Identify the duties of the fiduciary 3. Identify the characteristics of QSSTs 4. Determine what qualifies a ...

"Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with r ...

"Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with r ...

"Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with r ...

Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with re ...

Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with re ...

Reporting compliance has long been a source of anxiety for the business owner as well as their accountant. The IRS has been increasing the penalties for failing to comply with these reporting requirem ...

Reporting compliance has long been a source of anxiety for the business owner as well as their accountant. The IRS has been increasing the penalties for failing to comply with these reporting requirem ...

Reporting compliance has long been a source of anxiety for the business owner as well as their accountant. The IRS has been increasing the penalties for failing to comply with these reporting requirem ...

This training will cover the most-common questions businesses and accountants have about 1099s. The questions are gleaned through examining hundreds of question submissions in live webinars, e-mails, ...

At the completion of this course you will have the tools necessary to evaluate the W9 and prepare a Form 1099 MISC with all the blocks properly completed. The focus on the webinar is defining the cont ...