• Program Title: Quarterly Tax Update 2021: Part 2
  
• Date: Thursday May 20, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-U-00165-21-O
• Field(s) of Study: Taxes
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: Join us as we explore significant tax announcement, procedure changes and other updates that have occurred since January 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. This “fill in the Gaps” webinar is a must for your practice.

Pricing:

• Program Title: Ethics: Part 1
  
• Date: Wednesday June 2, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-E-00168-21-O
• Field(s) of Study: Ethics
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: During the past several years, news rules have been adopted or proposed that impact how we interact with our clients. This segment will provide a look at the latest IRS regulations and changes to professional standards. We’ll look at the new ethics standards for Enrolled Agents, the updated CPA standards of professional conduct and other new professional standards for tax preparers. We’ll examine issues like independence, billing, conflicts of interest, communications, confidentiality, and a number of other ethical issues that may arise as you work with a tax client.

Pricing:

• Program Title: Ethics: Tax Boot Camp: Filing Requirements
  
• Date: Tuesday June 15, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-T-00107-19-O
• Field(s) of Study: Taxes
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: It all starts with whether or not a person needs to file a tax return, but, 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.

Pricing:

• Program Title: Ethics: Part 1
  
• Date: Thursday August 5, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-E-00168-21-O
• Field(s) of Study: Ethics
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: During the past several years, news rules have been adopted or proposed that impact how we interact with our clients. This segment will provide a look at the latest IRS regulations and changes to professional standards. We’ll look at the new ethics standards for Enrolled Agents, the updated CPA standards of professional conduct and other new professional standards for tax preparers. We’ll examine issues like independence, billing, conflicts of interest, communications, confidentiality, and a number of other ethical issues that may arise as you work with a tax client.

Pricing:

• Program Title: Ethics: Part 2
  
• Date: Thursday August 26, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-E-00169-21-O
• Field(s) of Study: Ethics
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: This session will review §10.22 Due Diligence requirements under Circular 230 and identify tips for meeting due diligence.

Pricing:

• Program Title: Tax Boot Camp: Navigating the Tax Forms
• Date: Tuesday August 17, 2021
• CPE credits: 2
  
• Time: 2:00- 4:00pm
• Course Number:  YH1DR-T-00113-19-O
• Field(s) of Study: Taxes
• 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.

Pricing:

• Program Title: Ethics: Part 4
• Date: September 28, 2021
• CPE credits: 1
  
• Time: 2:00- 3:00pm
• Course Number:  YH1DR-E-00122-19-O
• Field(s) of Study: Ethics
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: Standards of Practice: Circular 230 sets standards of conduct for practice before the IRS

Pricing:

• Program Title: Itemized Deductions:Medical,Taxes, Interest,Casualty Losses
  
• Date: September 30, 2021
• CPE credits: 2
  
• Time: 2:00- 4:00pm
• Course Number:  YH1DR-T-00173-21-O
• Field(s) of Study: Taxes
• 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.

Pricing: