June

Tuesday, June 7, 2022
Tax Boot Camp: Income
2:00-4:00pm
Kristy Maitre
  • Program Title:Tax Boot Camp :Income
  • Date: Tuesday, June 7, 2022
  • CPE credits: 2
  • Time: 2:00- 4:00pm
  • Course Number: YH1DR-T-00191-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: An introduction to various sources of income for the beginning tax professional as well as a good refresher for long term professionals. Standard income like wages and retirement will be discussed as well as income that is an occasional issue where additional research may be required. Forms will also be introduced and explored.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Wednesday, June 8, 2022
Tax Boot Camp: Filing Status
2:00-4:00pm
Kristy Maitre
  • Program Title:Tax Boot Camp:Filing Status
  • Date: Wednesday, June 8, 2022
  • CPE credits: 2
  • Time: 2:00- 4:00pm
  • Course Number: YH1DR-T-00191-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: If you get this wrong, the whole tax return is wrong. This is also a difficult issue when it comes to determining the correct filing status based on family dynamics, we often face during tax season. Journey with us as we explore the various filing status and clarify which is the right status through examples. CPE Credit/CE Hour: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Thursday, June 9, 2022
Tax Boot Camp: Filing Requirements
2:00-3:00pm
Kristy Maitre
  • Program Title: Tax Boot Camp: Filing Requirements
  • Date: Thursday, June 9, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-T-00193-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: It all starts with whether or not a person needs to file a tax return. Also, when to file, when a person should file even though they do not need to file, (there is a difference), and finally common misconception about filing a tax return. CPE Credit/CE Hour: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Tuesday, June 14, 2022
Ethics 2
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 2
  • Date: Tuesday, June 14, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number:YH1DR-E-00213-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New Class in 2022 – The IRS Audit and Our Responsibilities as a Representative Let’s jump into our responsibilities based on Circular 230 when we are engaged to represent a client before IRS. What sections of the Circular 230 come into play, and Tips on what the auditor may ask for when reviewing certain types of deductions and credits. CPE Credit/CE Hour: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, June 15, 2022
Ethics 3
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 3
  • Date: Wednesday, June 15, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00214-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Frivolous Tax Positions and Ethical Responsibilities Part 1 Can you identify a frivolous tax return or a position that would be deemed frivolous position. Many positions are based on the US amendments or Constitution. Attend to learn a bit of history and add to your arsenal – how to identify a frivolous tax turn or position. CPE Credit/CE Hour: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Thursday, June 16, 2022
Virtual Currency Part 1: Welcome to the Cryptoverse
2:00-3:00pm
Amy Wall
  • Program Title: Virtual Currency Part 1: Welcome to the Cryptoverse
  • Date: Thursday, June 16, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-T-00195-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: The need-to-know guide for tax preparers! Get familiar with the ideas behind cryptocurrency, and the language you need in order to speak intelligently to your clients.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Friday, June 17, 2022
Tax Boot Camp: Dependents
2:00-4:00pm
Kristy Maitre
  • Program Title: Tax Boot Camp: Dependents
  • Date: Friday, June 17, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00194-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Dependents can be difficult, though the personal exemption has been suspended through 2025, there are other benefits a dependent is eligible for, so determining whether an individual qualified as a dependent can have a great impact on the tax return. Starting with the basic we will cover the rules and then delve into some of the more complex relationships you may run into in your practice. CPE Credit/CE Hour: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Tuesday, June 21, 2022
Retirement Plans & Tax Planning
2:00-4:00pm
Michael Miranda
  • Program Title: Retirement Plans & Tax Planning
  • Date: Tuesday, June 21, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00219-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Michael Miranda
  • Register Now

Description: Join Michael as he discusses the different retirement plan alternatives for business owner with no employees or the small to medium size business with employees. The program will provide the participant with a general review of the various types of defined contribution plans. It will also highlight through examples which plans are suited to certain types of employers. The SECURE Act provides a special opportunity for tax professionals to adopt retirement plans after the end of a client’s fiscal year end. This can be a significant “after the fact” planning opportunity. CPE Credit/CE Hour: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Thursday, June 30, 2022
Virtual Currency Part 2: Cryptocurrency Tax Regulations
2:00-3:00pm
Amy Wall
  • Program Title: Virtual Currency Part 2: Cryptocurrency Tax Regulations
  • Date: Thursday, June 23, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00196-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: What the IRS has – and hasn’t – told us about the taxation of virtual currency; an overview of Revenue Ruling 2014-21, Notice 2019-24, IRS FAQs, Chief Counsel Memo.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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July

Wednesday, July 6, 2022
Boot Camp: Adjustments to Income
2:00-3:00pm
Kristy Maitre
  • Program Title: Boot Camp: adjustments to income
  • Date: Wednesday, July 6, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00197-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: We have had a few tax law changes with Adjustments to Income. A review of these key changes and current law will be discussed. Educator expenses, moving expenses for members of the Armed Forces, deductible part of self-employment tax, self-employed health insurance deduction, penalty on early withdrawal of savings, alimony paid and student loan interest. In addition, the charity deduction of cash and changes for 2021 will be included. CPE Credit: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Thursday, July 7, 2022
Virtual Currency Part 3: Applying the Regulations
2:00-3:00pm
Amy Wall
  • Program Title: Virtual Currency Part 3: Applying the Regulations
  • Date: Thursday, July 7, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00198-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: We have had a few tax law changes with Adjustments to Income. A review of these key changes and current law will be discussed. Educator expenses, moving expenses for members of the Armed Forces, deductible part of self-employment tax, self-employed health insurance deduction, penalty on early withdrawal of savings, alimony paid and student loan interest. In addition, the charity deduction of cash and changes for 2021 will be included. CPE Credit: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, July 13, 2022
Ethics 4
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 4
  • Date: Wednesday, July 13, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-E-00215-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Introduction to the New Circular 230 – New Class for 2022 if revised Circular 230 has been released IRS has announced they are in the final review of an updated Circular 230. Join us as we review the changes. If the new Circular 230 has not been released we will cover Part 2 of the Frivolous Tax Positions and Ethical Responsibilities Part 2. CPE Credit/CE Hour: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Thursday, July 14, 2022
Divorce: Untying the Knot
2:00-4:00pm
Amy Wall
  • Program Title: Divorce: Untying the Knot
  • Date: Thursday, July 14, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00199-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Amy Wall
  • Register Now

Description: As if divorce wasn’t painful enough, our clients have to deal with the seemingly endless tax ramifications. We’ll give you pointers on helping your clients untie the knot.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Tuesday, July 19, 2022
Tax Boot Camp: 1040 Navigation
2:00-3:00pm
Kristy Maitre
  • Program Title: Tax Boot camp : 1040 Naviagtion
  • Date: Tuesday, July 19, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00200-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: We have the basics, now a review of the forms and how everything flows is necessary to show a correct and complete return. Forms covered will relate directly to the topics covered during the Tax Boot Camp. CPE Credit/CE Hour: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Wednesday, July 20, 2022
Tax Boot Camp: Select Itemized Deduction
2:00-4:00pm
Kristy Maitre
  • Program Title: Tax Boot Camp Select Itemized Deduction
  • Date: Wednesday, July 20, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00201-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: We have had some changes in this area in recent years, so it is time for a refresher. Sch A after the TCJA changed and limits were place on certain items. In addition, few individuals may be able to itemize than in the past, so we need to brush up on the issue. Medical expenses, interest, taxes, and charitable contributions will be reviewed. Learns what is new with the form and the expenses that are currently allowed and no longer applicable. CPE Credit: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Thursday, July 21, 2022
Tax Boot Camp: Child Tax Credit and ACTC
2:00-4:00pm
Kristy Maitre
  • Program Title: Tax Boot Camp:Child Tax Credit and ACTC
  • Date: Thursday, July 21, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00202-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Once again, we have heightened due diligence rules that we must cover as well as determining if our client qualifies for either of these two credits plus the new Dependent Credit enacted with the Tax Cuts and Jobs Act of 2017. Join us as we review both credits and the forms required to be filed. CPE Credit/CE Hour: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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August

Tuesday, August 2, 2022
Form 3911 - Form 4852 - Form 1099R
2:00-3:00pm
Kristy Maitre
  • Program Title: Form 3911 - Form 4852 - Form 1099R
  • Date: Tuesday, August 2, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00216-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: What can you do to assist your client if they did not receive their refund after a reasonable time has passed? Form 3911 is a payment trace. IRS will provide the client information concerning the refund. What if the client does not receive their Form W-2 or Form 1099 R – Form 4852 can be used in place of these document to prepare the return but filling them out – that’s another issue we will address. Become aware of these two IRS tools to assist your client when needed

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Wednesday, August 3, 2022
Writing Your Abatement Letter
2:00-3:00pm
Kristy Maitre
  • Program Title: Writing Your Abatement Letter
  • Date: Wednesday, August 3, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00217-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Always request an abatement of penalties when assessed. Fight the issue if you can before assessment but once assessed we will provide you tips on
how to write the letter and what terms and wording to use. Sample letter will be provided.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Thursday, August 4, 2022
Innocent and Injured Spouse
2:00-4:00pm
Amy Wall
  • Program Title: Innocent and Injured Spouse
  • Date: Thursday, August 4, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00203-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: It’s easy to get confused – is my client innocent, injured, or just plain irritated? We’ll take you through the differences, as well as how to help your client deal with these situations.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Tuesday, August 9, 2022
Tax Boot Camp: Earned Income Tax Credit
2:00-4:00pm
Kristy Maitre
  • Program Title: Tax Boot Camp:Earned Income Tax Credit
  • Date: Tuesday, August 9, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00204-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Due diligence is important here as we review the rules for the Earned Income Tax Credit and our due diligence responsibilities. CPE Credit/CE Hour: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, August 10, 2022
Tax Boot Camp: American Opportunity Credit and Life Time Learning Credit
2:00-3:00pm
Kristy Maitre
  • Program Title: Tax Boot Camp: American Opportunity Credit and Life Time Learning Credit
  • Date: Wednesday, August 10, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00205-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Monitoring the American Opportunity Tax Credit can be a challenge, as it is limited to 4 years. And the Lifetime Learning Credit is an option once the AOTC is exhausted. What qualifies, what recordkeeping is needed, Form 1098-T and other issues will be discussed. CPE Credit/CE Hour: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, August 11, 2022
Quarterly Tax Update 2022: Part 3
2:00-3:00pm
Kristy Maitre
  • Program Title: Quarterly Tax Update 2022: Part 3
  • Date: Thursday, August 11, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-U-00189-22-O
  • Field(s) of Study: Federal Tax Update
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: "This class brings you up to date on tax happenings and changes within the last 3 months since the last Quarterly Update. Join us as we explore significant tax announcements, procedure changes and other updates that have occurred since the last Quarterly Update 2021. This update will bring you current of Rev. Rul. and Procedures, Notices and additional guidance and other information needed to make sure you are at the top of your gain with guidance and changes. Our newsletter carries other information not included in class to bring you current.
This “fill in the Gaps” webinar is a must for your practice.
CPE Credit/CE Hour: 1"

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
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Tuesday, August 16, 2022
Ethics 1
2:00-3:00pm
Kristy Maitre
  • Program Title:Ethics 1
  • Date: Tuesday, August 16, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00212-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New class in 2022 _ Explore Due Diligence More In Depth We discuss Due Diligence, specifically our due diligence responsibilities concerning the “heighten” area. But what are our other due diligence responsibilities. Attend this seminar to discuss other areas which may be cause for due diligence if certain situations arise. We have due diligence for the entire return but some areas require additional review.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, August 17, 2022
Conducting Research
2:00-4:00pm
Kristy Maitre
  • Program Title: Conducting Research
  • Date: Wednesday, August 17, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00218-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Join us as we once again provide tips on how to research on-line when you have a question concerning a tax issue. We will do a quick review of statutory authority, review the new rules concerning FAQ’s (frequently asked questions) and delve into what to really look at when researching online vs. that information  online which has no value. If time allows, try to stump the instructor with a subject to research to see how they go about finding information,
so come with a topic that would be of interest to all who attend. Finally, we will identify some resources you may not know are available and free.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, August 18, 2022
Ethics 2
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 2
  • Date: Thursday, August 18, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00213-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New Class in 2022 – The IRS Audit and Our Responsibilities as a Representative Let’s jump into our responsibilities based on Circular 230 when we are engaged to represent a client before IRS. What sections of the Circular 230 come into play, and Tips on what the auditor may ask for when reviewing certain types of deductions and credits.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Tuesday, August 23, 2022
A Senior Moment: Taxes for Seniors Taught by Seniors
11:00am-4:00pm
Amy Wall, AJ Reynolds, Michael Miranda, Kristy Maitre, & Larry Johnson
  • Program Title: A Senior Moment: Taxes for Seniors Taught by Seniors
  • Date: Tuesday, August 23, 2022
  • CPE credits: 5
  • Time: 11:00am-4:00pm
  • Course Number: YH1DR-T-00223-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenters: Amy Wall, AJ Reynolds, Michael Miranda, Kristy Maitre, & Larry Johnson
  • Register Now

Description: s our population continues to age, more and more of our clients will enter their golden (and sometimes not so golden) retirement years. There are many tax planning strategies you can offer to make sure these clients receive all the tax benefits available to them. Here’s what we’ll discuss:
Credits and deductions
Medical expenses
Long-term care and Form 1099-LTC
Retirement income
Charitable gifting
Estates, trusts, RMDs, and beneficiaries

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
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Pricing & Details

September

Wednesday, September 7, 2022
Introduction to S Corporations
2:00-4:00pm
Amy Wall
  • Program Title: Introduction to S Corporations
  • Date: Thursday, September 8, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00208-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Amy Wall
  • Register Now

Description: To S Corp or not to S Corp; that is the question. We’ll discuss the tax implications of this entity selection.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Friday, September 9, 2022
Retirement Plans & Tax Planning
2:00-4:00pm
Michael Miranda
  • Program Title: Retirement Plans & Tax Planning
  • Date: Friday, September 9, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: 
  • Field(s) of Study: Federal Taxation
  • Level: Basic
  • Presenter: Michael Miranda
  • Register Now

Description: Join Michael as he discusses the different retirement plan alternatives for business owner with no employees or the small to medium size business with employees. The program will provide the participant with a general review of the various types of defined contribution plans. It will also highlight through examples which plans are suited to certain types of employers. The SECURE Act provides a special opportunity for tax professionals to adopt retirement plans after the end of a client’s fiscal year end. This can be a significant “after the fact” planning opportunity. CPE Credit/CE Hour: 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Tuesday, September 13, 2022
Ethics 3
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 3
  • Date: Tuesday, September 13, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00214-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Frivolous Tax Positions and Ethical Responsibilities Part 1 Can you identify a frivolous tax return or a position that would be deemed frivolous position. Many positions are based on the US amendments or Constitution. Attend to learn a bit of history and add to your arsenal – how to identify a frivolous tax turn or position.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, September 14, 2022
Ethics 4
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 4
  • Date: Wednesday, September 14, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-E-00215-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: – Introduction to the New Circular 230 – New Class for 2022 if revised Circular 230 has been released IRS has announced they are in the final review of an updated Circular 230. Join us as we review the changes. If the new Circular 230 has not been released we will cover Part 2 of the Frivolous Tax Positions and Ethical Responsibilities Part 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, September 15, 2022
Microbusiness Taxation - Schedule C
2:00-4:00pm
Amy Wall
  • Program Title: Microbusiness Taxation - Schedule C
  • Date: Thursday, September 15, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00207-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: Most of our clients aren’t even small businesses – they are microbusinesses! Join us for a fun dive into the gig economy. We’ll also review how to differentiate a business from a hobby.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details

October

Thursday, October 6, 2022
Virtual Currency Part 1: Welcome to the Cryptoverse
2:00-3:00pm
Amy Wall
  • Program Title: Virtual Currency Part 1: Welcome to the Cryptoverse
  • Date: Thursday, October 6, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-T-00195-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: The need-to-know guide for tax preparers! Get familiar with the ideas behind cryptocurrency, and the language you need in order to speak intelligently to your clients.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, October 12, 2022
Trusts & Estates Part I
2:00-3:00pm
Michael Miranda
  • Program Title: Trusts & Estates Part I
  • Date: Wednesday, October 12, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-T-00220-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Michael Miranda
  • Register Now

Description: Join Michael as he discusses Trust taxation principles. The learning objectives include –
• An understanding of the basic concepts of federal income taxation of a Trust
• An understanding of the various types of Trusts
• An understanding of the key differences for each type of Trust
• Understand how to compute income, deductions, and credits for a Trust
• Understand the importance of distributable net income (DNI)

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, October 13, 2022
Virtual Currency Part 2: Cryptocurrency Tax Regulations
2:00-3:00pm
Amy Wall
  • Program Title: Virtual Currency Part 2: Cryptocurrency Tax Regulations
  • Date: Thursday, October 13, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00196-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: What the IRS has – and hasn’t – told us about the taxation of virtual currency; an overview of Revenue Ruling 2014-21, Notice 2019-24, IRS FAQs, Chief Counsel Memo.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Tuesday, October 18, 2022
Ethics 1
2:00-3:00pm
Kristy Maitre
  • Program Title:Ethics 1
  • Date: Tuesday, October 18, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00212-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New class in 2022 _ Explore Due Diligence More In Depth We discuss Due Diligence, specifically our due diligence responsibilities concerning the “heighten” area. But what are our other due diligence responsibilities. Attend this seminar to discuss other areas which may be cause for due diligence if certain situations arise. We have due diligence for the entire return but some areas require additional review.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, October 19, 2022
Trusts & Estates Part II
2:00-3:00pm
Michael Miranda
  • Program Title: Trusts & Estates Part II
  • Date: Wednesday, October 19, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-T-00221-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Michael Miranda
  • Register Now

Description: Join Michael as he discusses Estate income taxation principles (Form 1041). The learning objectives include –
• The important terms and checklists
• Forms, Filing Dates, and Requirements for a decedent’s Estate
• Income in Respective of a Decedent (IRD)
• Corpus and Distributions
• Importance of selecting the right “tax year end” for an Estate
• Handling the various tax attributes of the decedent through the Estate and then to the ultimate beneficiary (ies)
• Treatment of certain assets held by the Estate (i.e., Personal Residence, Retirement Accounts, etc.)

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, October 20, 2022
Virtual Currency Part 3: Applying the Regulations
2:00-3:00pm
Amy Wall
  • Program Title: Virtual Currency Part 3: Applying the Regulations
  • Date: Thursday, October 20, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-T-00198-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: We have had a few tax law changes with Adjustments to Income. A review of these key changes and current law will be discussed. Educator expenses, moving expenses for members of the Armed Forces, deductible part of self-employment tax, self-employed health insurance deduction, penalty on early withdrawal of savings, alimony paid and student loan interest. In addition, the charity deduction of cash and changes for 2021 will be included. CPE Credit: 1

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
TBDTBD
Ethics 2
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 2
  • Date: TBD
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00213-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New Class in 2022 – The IRS Audit and Our Responsibilities as a Representative Let’s jump into our responsibilities based on Circular 230 when we are engaged to represent a client before IRS. What sections of the Circular 230 come into play, and Tips on what the auditor may ask for when reviewing certain types of deductions and credits.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details

November

Tuesday, November 8, 2022
Ethics 3
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 3
  • Date: Tuesday, November 8, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-E-00214-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: Frivolous Tax Positions and Ethical Responsibilities Part 1 Can you identify a frivolous tax return or a position that would be deemed frivolous position. Many positions are based on the US amendments or Constitution. Attend to learn a bit of history and add to your arsenal – how to identify a frivolous tax turn or position.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Wednesday, November 9, 2022
Medical and Long-Term Care: Making the Best of a Bad Situation
2:00-4:00pm
Amy Wall
  • Program Title: Medical and Long-Term Care: Making the Best of a Bad Situation
  • Date: Wednesday, November 9, 2022
  • CPE credits: 2
  • Time: 2:00-4:00pm
  • Course Number: YH1DR-T-00206-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Amy Wall
  • Register Now

Description: Learn what’s deductible (prepare to be surprised) and what isn’t, the ins and outs of long-term care, and some pointers on how to help your clients make the best tax use of their medical expenses.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, November 10, 2022
Quarterly Tax Update 2022: Part 4
2:00-3:00pm
Kristy Maitre
  • Program Title: Quarterly Tax Update 2022: Part 4
  • Date: Thursday, August 11, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-U-00190-22-O
  • Field(s) of Study: Federal Tax Update
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: "This class brings you up to date on tax happenings and changes within the last 3 months since the last Quarterly Update. Join us as we explore significant tax announcements, procedure changes and other updates that have occurred since the last Quarterly Update. This update will bring you current of Rev. Rul. and Procedures, Notices and additional guidance and other information needed to make sure you are at the top of your gain with guidance and changes. Our newsletter carries other information not included in class to bring you current.
This “fill in the Gaps” webinar is a must for your practice.
CPE Credit/CE Hour: 1"

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Tuesday, November 15, 2022
Ethics 4
2:00-3:00pm
Kristy Maitre
  • Program Title: Ethics 4
  • Date: Tuesday, November 15, 2022
  • CPE credits: 1
  • Time: 2:00-3:00pm
  • Course Number: YH1DR-E-00215-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: – Introduction to the New Circular 230 – New Class for 2022 if revised Circular 230 has been released
IRS has announced they are in the final review of an updated Circular 230. Join us as we review the changes.
If the new Circular 230 has not been released we will cover Part 2 of the Frivolous Tax Positions and Ethical Responsibilities Part 2

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, November 17, 2022
Trusts & Estates Part III
2:00-3:00pm
Michael Miranda
  • Program Title: Trusts & Estates Part III
  • Date: Thursday, November 17, 2022
  • CPE credits: 1
  • Time: 2:00- 3:00pm
  • Course Number: YH1DR-T-00222-22-O
  • Field(s) of Study: Federal Taxation
  • Level: Intermediate
  • Presenter: Michael Miranda
  • Register Now

Description: Join Michael for the last webinar on Trusts & Estates. as he discusses Estate income taxation principles (Form 1041). The learning objectives include –
• Special taxation issues associated with Trusts
• Use of different Trusts to achieve a client’s financial and estate planning goals
• Post-mortem planning opportunities
• Examples of more sophisticated Trust planning
• Review of the current state of possible legislation for Estates and Trusts

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details

December

Thursday, December 15, 2022
Ethics 1
1:30 -2:30pm
Kristy Maitre
  • Program Title:Ethics 1
  • Date: Thursday, December 15, 2022
  • CPE credits: 1
  • Time: 1:30 -2:30pm
  • Course Number: YH1DR-E-00212-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New class in 2022 _ Explore Due Diligence More In Depth We discuss Due Diligence, specifically our due diligence responsibilities concerning the “heighten” area. But what are our other due diligence responsibilities. Attend this seminar to discuss other areas which may be cause for due diligence if certain situations arise. We have due diligence for the entire return but some areas require additional review.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details
Thursday, December 15, 2022
Ethics 2
3:00 - 4:00pm
Kristy Maitre
  • Program Title: Ethics 2
  • Date: Thursday, December 15, 2022
  • CPE credits: 1
  • Time: 3:00 - 4:00pm
  • Course Number: YH1DR-E-00213-22-O
  • Field(s) of Study: Ethics
  • Level: Basic
  • Presenter: Kristy Maitre
  • Register Now

Description: New Class in 2022 – The IRS Audit and Our Responsibilities as a Representative Let’s jump into our responsibilities based on Circular 230 when we are engaged to represent a client before IRS. What sections of the Circular 230 come into play, and Tips on what the auditor may ask for when reviewing certain types of deductions and credits.

Pricing:

1-4 Credit Hours $35/hr $50/hr 30% Savings Register Now
5-12 Credit Hours $30/hr $50/hr 40% Savings Register Now
Unlimited Credit Hours $249 75% Savings
Best Value		 Register Now
Pricing & Details

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