This course covers types of retirement contributions and their potential deductibility. Specific topics include IRAs, Roth, SEP, Keough and Retirement Savings.
The ACA has been around a few years. The rumors of its demise have been greatly exaggerated. This course offers a quick tour of the ACA and how it still affects the tax return. Find out about the temporary rollback of the individual mandate penalties. Remember, the ACA is still here.
“To Tax or Not to Tax” that is the question! This course looks at most types of income, giving general rules to follow so you can answer the question: “To Tax or Not to Tax?”
Learn how to differentiate between the effects of tax credits and tax deductions. Understand the two major types of credits (refundable and non-refundable). This course offers an in-depth look at the credits available for taxpayers with dependents and children on the tax return. Earned Income Credit, Dependent Care Credit, and the Child Tax Credit are […]
This course covers topics as Tax-related identity theft, Safeguarding Taxpayer Data, Expiration of ITINS, Preparer Penalties and Due Diligence.
The course takes a detailed look at all aspects of the Tax Cuts and Jobs Act. Learn about the new Schedules the Act created and how the tax return is affected.
Take a detailed look at the Setting Every Community Up for Retirement Enhancement Act and what the legislation means for tax professionals and everyday taxpayers.
The course includes a detailed look at the Schedule B and how interest and dividends are taxed. It also takes a look at the taxability of Foreign Accounts and Trusts.
This course takes a tour of Form 8949 and Schedule D. Specific topics include basis and Capital Loss carryovers.