Overview of individual tax preparation, focusing on the basics and complex changes introduced by the One Big Beautiful Bill Act.
Federal Tax Update
Covers key small business tax issues, emphasizing compliance rules and potential opportunities brought about by the One Big Beautiful Bill Act.
Federal Tax Update
Discussion of special tax considerations for Trump-related accounts and modifications from the One Big Beautiful Bill Act.
Federal Tax Update
Detailed look at Residential Energy, Home Improvement, and Clean Vehicle Credits; learn forms and maximize claims.
Federal Tax Law
Covers identity theft, data security, ITIN expiration, preparer penalties, and due diligence.
Tax Ethics
Detailed look at the TCJA, new schedules created, and how the legislation affects the tax return.
Federal Tax Law
Detailed look at the SECURE Act legislation and its meaning for tax professionals and everyday taxpayers.
Federal Tax Law
Covers beginning stages of a tax return, key terms, sections of Form 1040, and basic tax equation.
Federal Tax Law
Looks at most types of income and provides general rules to follow when determining income taxability.
Federal Tax Law
Detailed look at Schedule B, taxability of interest/dividends, and tax on Foreign Accounts and Trusts.
Federal Tax Law
Quick tour of the ACA and its continued effect on the tax return; review of individual mandate penalty rollback.
Federal Tax Law
This course takes a tour of Form 8949 and Schedule D. Specific topics include basis and Capital Loss carryovers.
Federal Tax Law
Review the Inflation Reduction Act and how its key provisions affected the tax return for 2024 and beyond.
Federal Tax Update
Review the CAA, focusing on modifications to CARES Act financial relief, and impact on taxpayers.
Federal Tax Law
Tour of ARPA, qualifications for direct relief, and payment calculation/delivery to Americans.
Federal Tax Law
Covers types of retirement contributions, including IRAs, Roth, SEP, and Keough, and their deductibility.
Federal Tax Law
Covers retirement distributions, RMD waivers, charitable deductions, and Form 7202 for self-employed.
Federal Tax Law
Updated look at Tax Extenders to find out what provisions are expiring and what remains valid.
Federal Tax Update
Cover available education credits, differences from adjustments, and proper reporting on the tax return.
Federal Tax Law
Covers all aspects of self-employment income tax, from business entities to proper forms for tax return filing.
Federal Tax Law
In-depth look at itemized deductions, discerning deductible/nondeductible expenses, and when to itemize.
Federal Tax Law
Big picture look at Section 199A provisions, Qualified Business Income (QBI) deduction, and Form 1040
Federal Tax Law
Tour of Circular 230, including OPR, who can practice, return positions, and preparer responsibilities.
Tax Ethics
Differentiate between tax credits/deductions. Learn about refundable/non-refundable credits for dependents/children.
Federal Tax Law
Focus on varying filing status options and the 5-step dependency test for accurate reporting.
Federal Tax Law
Covers necessary requirements for preparing and correctly submitting tax returns electronically via e-file.
Tax Ethics
Review tax rules, Social Security, retirement benefits, and associated income/source documents (1099-R).
Federal Tax Law
Review tax-reportable earnings, their impact, and how to accurately report them on Form 1040.
Federal Tax Law