Live Tax CPE Webinars for CPAs and Tax Professionals

This course provides detailed instruction on completing Form 4797, with an emphasis on reporting the sale, exchange, and disposition of business property. Participants learn how to properly allocate sales price, distinguish between ordinary income and capital gain, apply depreciation recapture rules, and identify planning opportunities that affect tax outcomes. The course emphasizes compliance, accurate classification, and documentation standards in accordance with Internal Revenue Service requirements.

This course covers the federal tax treatment of gambling income and losses, including reporting requirements under IRC §165(d) and the impact of Form W-2G. Attendees will learn how to distinguish between recreational and professional gamblers, apply substantiation rules, and properly report winnings, losses, and related expenses. The session also addresses recent developments, state considerations, and common audit issues involving casinos, sports betting, and online wagering.

The SECURE Act of 2019 and the SECURE 2.0 Act of 2022 represent the most significant changes to the retirement planning landscape in decades. This course provides CPAs, EAs, and other tax professionals with a clear, practical overview of the new rules and their impact on individuals, small businesses, and retirement plan sponsors. Participants will review key provisions affecting plan formation, Roth contribution options, catch up rules, small employer incentives, corrective programs, and operational changes designed to expand retirement coverage nationwide. The course emphasizes tax implications, planning opportunities, and compliance considerations, equipping professionals to provide accurate guidance and informed recommendations to clients navigating these updated retirement rules.

It’s time to consider selling your accounting, tax preparation business and retiring. We will discuss the ethical requirements and the process we need to follow including privacy, security and what type of disclosures are authorized or require the client’s permission.

Join us as we discuss some of the significant changes in the forthcoming regulations. Has “due diligence” changes, what about CPE Credits and requirements. This will be a good review of the issues we need to be aware of concerning the proposed Circular 230 Regulations.

This course reviews the evolving tools the IRS uses to gather evidence in civil and criminal tax cases, from administrative summonses to electronic surveillance and treaty-based requests. We examine key procedures under IRC §7602, John Doe summonses, FinCEN collaboration, and the growing use of international information exchange agreements. Attendees will understand how modern enforcement leverages data analytics, cross-border cooperation, and legal process to build tax cases in a global environment.

This course provides a focused update on recent changes to Forms 1099-NEC and 1099-MISC, including filing thresholds, reportable payment categories, and electronic submission requirements under the IRS’s e-file mandate. Attendees will learn how to classify nonemployee compensation, rent, legal fees, and other common payments correctly, while avoiding mismatches that trigger CP2100 notices. We also cover due dates, state reporting alignment, and best practices for payer compliance in 2025 and beyond.

Depending on whether the entity is taxed as a partnership or an S Corporation, what expenses are deductible? Discussion will include the key differences between entities concerning these out-of-pocket expenses

This course examines the federal tax consequences of divorce and separation, focusing on how marital status changes affect filing status, dependents, and income reporting. Participants learn the tax treatment of alimony, child support, property settlements, retirement accounts, and home dispositions, with attention to planning issues before and after divorce. The course emphasizes compliance, documentation, and post-divorce tax planning under Internal Revenue Service rules.

This course explains Earned Income Credit eligibility requirements and the due diligence obligations imposed on tax return preparers. Participants learn how to determine qualifying children, apply income and residency tests, complete required worksheets, and properly document compliance, including Form 8867. The course emphasizes error prevention, recordkeeping, and penalty avoidance in accordance with Internal Revenue Service due diligence standards.