Course archive

On-Demand Tax Course Library

Review the complete indexed course library preserved from the production catalog, including course descriptions, learning objectives, and current enrollment guidance.

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Complete collection

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Turning Theory into Practice

This course bridges the gap between theoretical estate and trust taxation concepts and their practical application in tax preparation and compliance. Participants will work...

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Ethics: Part 1

This ethics course examines disclosure and due-diligence responsibilities under Circular 230, including §§10.21 and 10.33, with real-world practitioner scenarios.

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Ethics: Part 2

This ethics course provides an in-depth review of practitioner responsibilities under Treasury Department Circular 230, with emphasis on due diligence, competence, conflicts of...

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Ethics: Part 4

(Ethics in Tax Practice – Advanced Applications - Part 4) builds on foundational principles to examine complex, real-world ethical issues faced by tax practitioners.

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Farm Rentals

Explore the tax implications of farm rentals, focusing on the rules governing income and expense reporting for landowners and tenants. Participants will gain an understanding...

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Quarterly Tax Update - Part 4

Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of December 2025. The tax season is over, so join us for updates...

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S Corp & Partnership Basis

As a tax professional, it’s imperative to know basis rules and calculations for our clients that are shareholders and or partners in Pass-through entities. Furthermore, we must...

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Ethics: Part 3

This ethics course provides an in-depth examination of ethical obligations imposed on tax practitioners under Circular 230, with particular emphasis on enforcement,...

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Secure Act - Part 1

Provides an in-depth look at the key provisions of the SECURE Act 1.0 and 2.0, focusing on the most impactful changes affecting retirement planning and tax compliance....

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Secure Act - Part 2

This course builds on the key provisions of the SECURE Act 1.0 and 2.0, focusing on advanced planning strategies and recent IRS guidance. Participants will explore complex...

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Penalty Abatement

<strong><em>Penalty Abatement and Reasonable Cause</em></strong> identifies the most common IRS penalties subject to abatement and explains the IRS reasonable cause standard...

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1031 Exchanges

Immerse yourself in the intricacies of 1031 Exchanges with our exclusive webinar tailored for tax professionals. Explore the nuances of tax-deferred exchanges, gain insights...

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Amended vs. Superseded Returns

A discussion of superseded vs amended returns as well as statutes that impact filing these returns. This is not a class of preparation but rather and overview of when you would...

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