Course Library

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 ...

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 ...

Choosing the income tax form that is appropriate for a foreign individual can be clear-cut if you know a few basics, basics that can be confusing. Or it may involve complex decision processes. Some cl ...

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 ...

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 Leonard, CPA, who is not only a pract ...

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 ...

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 Leonard, CPA, who is not only a pract ...

Are you ready to master the intricacies of 1065 partnership returns using Drake Tax Software? If youve ever wondered how to efficiently handle partnership filings and ensure your clients information i ...

Setting up a partnership return correctly is the foundation for accurate tax preparation. What are the key steps professionals must follow to ensure compliance from the beginning? This CE course provi ...

This CE course explores the often-overlooked topic of backup withholding in the 1099 reporting environmentan area that can quietly trigger major penalties if mishandled. Participants will gain a compr ...

This CE course explores the often-overlooked topic of backup withholding in the 1099 reporting environmentan area that can quietly trigger major penalties if mishandled. Participants will gain a compr ...

Now that most businesses have filed their 1099s for the year, what can you do to improve the next 1099 season?Filing 1099 forms can be stressful and time-consuming for any business. But what if you co ...

"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 ...

Form 1099-K reporting has quickly become one of the trickiest areas in tax compliance. With so many payment channels credit cards, PayPal, Venmo, Zelle, Cash App, and other businesses are left wonderi ...

Form 1099-K reporting has quickly become one of the trickiest areas in tax compliance. With so many payment channels credit cards, PayPal, Venmo, Zelle, Cash App, and other businesses are left wonderi ...

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

The webinar will cover specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting guidelines. The discussion will include fil ...

Do you know how easy it is to use 1099s QuickBooks Onlines to send 1099s to your Contractors? The hard part is understanding the process!1099s are due by January 31. As you wrap up your business books ...

In this timely, relevant, and actionable session, Jason Dinesen, known nationwide as “The 1099 Guy,” guides attendees through the practical realities of Form 1099 compliance. This session goes beyond ...

Use 1099's QuickBooks® Online's to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!

CEOs value employees who demonstrate business acumen because it helps drive success. To establish credibility in any profit or non-profit organization, anywhere in the world, one must understand how a ...

Think of all the disruption we have experienced over the last few years: a pandemic, labor shortages, political unrest, supply chain strain, inflation, and remote work environments. When facing change ...

Setting up a clients 1120 form for tax filing can be a complicated process, but its essential for ensuring accurate reporting and compliance.This course is part of the Drake Tax Software 1120 Filings ...

Are you looking to streamline the process of filing Form 1120S for S Corporations? This CE Course offers a comprehensive guide for tax professionals on setting up and completing Form 1120S using Drake ...

Neuroscience research provides evidence that the brain cannot actually do several tasks simultaneously. In fact, when you are multi-tasking, the brain is just switching from one task to another. There ...

Many certified public accountants find themselves in a position to delegate aspects of the project. Delegation increased the volume and quality of results. The difficulty is when delegation is conduct ...

Tax planning is an essential aspect of any financial professional's job. This course provides an overview of about 20 tax planning tips and ideas that will save clients money and generate more busines ...

Do you want flexibility and control over staff costs or overheads?Is your firm struggling in maintaining onshore and offshore team collaboration?Post-pandemic, offshore staffing is now widely accepted ...

Are you interested in building authentic relationships that lead to reliable, predictable, and consistent growth in your business? This business challenge can be completed by any business owner, entre ...

According to Essentials of Organizational Behavior, 85% of employees admitted having to deal with conflict on the job. Another study found that 64% of leaders would rather avoid conflict than address ...

Have you experienced a team that was pure “magic”? Where everything worked seamlessly and produced pure brilliance? Do you have that “magic” now? How do you replicate that? The answer is achieving Tea ...

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as ...

This course focuses on how finance leaders can develop and master soft skills to own the role of chief strategy officers in their companies

This course focuses on how finance leaders can develop and master soft skills to own the role of chief strategy officers in their companies

This course covers best practices that have contributed to the success of implementing rolling forecasts in several organizations.

Dive into the fascinating world of philanthropy as we unlock the mysteries behind donor motivations.Drawing upon insights from an extensive analysis of 500 research papers, this CPE webinar is inspire ...