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February

Wednesday, February 15, 2023

Secure Act 2.0 Review Part 1

Presenter

Michael Miranda

Time

2:00 pm – 3:00 pm

Date: Wednesday, February 15, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00234-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Join Michael Miranda as he takes a deep dive into the Secure Act 2.0.

House and Senate leaders released the text of the mammoth “omnibus” spending bill, which includes a final SECURE 2.0 package (now officially named the SECURE 2.0 Act of 2022) that retains many of the key provisions supported by the American Retirement Association.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, February 16, 2023

Secure Act 2.0 Review Part 2

Presenter

Michael Miranda

Time

2:00 pm – 3:00 pm

Date: Thursday, February 16, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00235-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Join Michael Miranda as he takes a deep dive into the Secure Act 2.0.

House and Senate leaders released the text of the mammoth “omnibus” spending bill, which includes a final SECURE 2.0 package (now officially named the SECURE 2.0 Act of 2022) that retains many of the key provisions supported by the American Retirement Association.

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

March

April

May

Wednesday, May 17, 2023

Quarterly Tax Update 2023: Part 2

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, May 17, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00236-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

The first part of Tax Season is over so join up for updates and other changes that will impact the rest of 2023.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, May 25, 2023

Helping Clients with Disabilties

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, May 25, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00237-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

We’ll cover itemized deductions, the taxability of different types of income streams, followed by a discussion of tax planning opportunities such as Special Needs Trusts and ABLE accounts. Then we’ll explain the impact of the Americans with Disabilities Act, what businesses are affected, and what credits are available to help offset the associated expenses.

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

June

Thursday, June 8, 2023

Cancellation of Debt

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, June 8, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00238-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Financial hardships cause taxpayers to lose properties in foreclosure, file bankruptcy, or restructure debt in some fashion. We’re seeing a lot of Forms 1099-A, Acquisition or Abandonment of Secured Property, and 1099-C, Cancellation of Debt, included in our client’s year-end tax info. We need to understand if our client has taxable income as a result or if one of the exclusions applies!

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, June 13, 2023

Trust & Estates Part 1

Presenter

Michael Miranda

Time

2:00 pm – 3:00 pm

Date: Tuesday, June 13, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: TBD
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, June 15, 2023

Reporting Investment Income

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, June 15, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00239-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

We walk through the 1099-B, covering interest, securities, adjustments, bond discounts and premiums, derivatives, margin trading and straddles. Using easy to understand examples, we’ll talk about what it all means in addition to showing you where to report these different items on the tax return.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, June 21, 2023

EIN Application and Changes

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, June 21, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00241-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

The EIN Process will be reviewed and we will address issues of when a new EIN is needed, how to terminate, how to inquire when an EIN may be wrong or lost by the client. The trust EIN
when also be addressed.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, June 22, 2023

Installment Sales

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, June 22, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00240-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

An installment sale in a sale in which the seller allows the buyer to make payments over more than one tax year. Using the installment sale methodology, the seller has the option to report the gain over the life of the installment sale agreement or elect to tax it in its entirety in the year of sale. This class will review the requirements for reporting this type of sale and the specific tax consequences involved.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, June 28, 2023

Handling CP 2000 Correspondence

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, June 28, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00242-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

CP 2000: When to agree, when to disagree, or should I amend? Tips on organizing the response and verifying the IRS “corrections”.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, June 29, 2023

Education Credits and §529 Plans

Presenter

Amy Wall

Time

2:00 pm – 3:00 pm

Date: Thursday, June 29, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00243-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

This one-hour course is an overview of the American Opportunity Credit, the Lifetime Learning Credit, and §529 plans. We’ll discuss the requirements for client to qualify for the credits, how to determine the taxable portion of a §529 distribution and take a quick look at other tax-advantaged education ideas.

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

July

Wednesday, July 12, 2023

Ethics Part 1

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, July 12, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00245-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

New Class – Rules Governing the Authority to Practice, SubPart A of Circular 230

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, July 12, 2023

Ethics Part 2

Presenter

Kristy Maitre

Time

3:30 pm – 4:30 pm

Date: Wednesday, July 12, 2023
CPE credits: 1
Time: 3:30 pm – 4:30 pm
Course Number: YH1DR-E-00246-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Select Duties and Restrictions Relating to Practice Before IRS Subpart B will be discussed in part as it related to a tax practice.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, July 13, 2023

Short-Term Rentals

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, July 13, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00261-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Many taxpayers rent out homes using online rental services (such as Airbnb, VRBO and HomeAway) that connect property owners with prospective renters,. When a taxpayer rents property for a short period, special taxation rules come into play. The rental income may not be taxable at all, might be reported on Schedule E or might have to be reported on Schedule C as a trade or business.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, July 18, 2023

Trust & Estates Part 2

Presenter

Michael Miranda

Time

2:00 pm – 3:00 pm

Date: Tuesday, July 18, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: TBD
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, July 19, 2023

The Correspondence Audit

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, July 19, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00247-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

More and more correspondence audits will be hitting our desks as IRS trains new auditors. Preparing, responding and summarizing your response for success.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, July 20, 2023

Like-Kind Exchange

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, July 20, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00244-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

When does a like-kind exchange qualify for delayed reporting of a sale? This webinar provides instruction on what does (and does not) qualify as a valid §1031 exchange, how to calculate gain when boot or debt is involved, and basis changes that arise from like-kind exchange treatment.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, July 27, 2023

Principal Residence Taxation Issues

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, July 27, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00248-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Some very interesting tax situations arise around home ownership: itemized deductions (particularly mortgage interest), the §121 exclusion, home office, conversion of a principal residence to a rental and conversion of a rental for a principal residence, and – last but far from least – foreclosures. This class will examine such situations and provide examples of the applicable tax treatments.

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

August

Wednesday, August 2, 2023

Quarterly Tax Update 2023: Part 3

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, August 2, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00249-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Circular 230 and common everyday issues Practitioners address daily. Due Diligence – lack of supporting documents, clients lack of recordkeeping, those summary sheets – when to ask more questions and advocating for our client.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, August 8, 2023

IRS Processes and Procedures – Pitfalls Part 1

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm

Date: Tuesday, August 8, 2023
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00250-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

New Class – As we deal with our everyday complexities we come across issues where the IRS processes and procedures were unclear or confusing. This class will define everyday problems and provide solutions. Ex; Pitfalls – Head of Household, Superseded Returns
Substitute for Returns, the nonfiler, responding to notices and more will be covered
in this 2 part session which continues on October 25, 2023.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, August 8, 2023

Cancellation of Debt

Presenter

Amy Wall

Time

2:30 pm – 4:30 pm

Date: Tuesday, August 8, 2023
CPE credits: 2
Time: 2:30 pm – 4:30 pm
Course Number: YH1DR-T-00238-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Financial hardships cause taxpayers to lose properties in foreclosure, file bankruptcy, or restructure debt in some fashion. We’re seeing a lot of Forms 1099-A, Acquisition or Abandonment of Secured Property, and 1099-C, Cancellation of Debt, included in our client’s year-end tax info. We need to understand if our client has taxable income as a result or if one of the exclusions applies!

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, August 10, 2023

Tax Basis of Assets

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, August 10, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00251-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Baffled by basis? Understanding basis is the most fundamental of all tax skills! We’ll cover cost basis, adjustments to basis, basis of inherited property, basis of gifted property, the tax impact of involuntary conversion, as well as both taxable and nontaxable exchanges. This is your go-to class to nail basis down, once and for all.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, August 17, 2023

Sale of Business Assets

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, August 17, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00252-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Selling assets can be a tricky proposition on the tax return. This webinar will cover the differences between property §1231, §1245 or §1250 property, when income is recognized vs realized, how to handle mixed-use property, partial dispositions and how to fill out Form 4797.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, August 23, 2023

Taxation of Prizes and Awards

Presenter

Amy Wall

Time

2:00 pm – 3:00 pm

Date: Wednesday, August 23, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00254-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

Gifts are not taxable to the recipient, but prizes, awards, sweepstakes, raffles, lottery winnings are definitely taxable income to the recipient. So did your client receive a gift, a prize, or an award? What about employee achievement awards? Make sure you know the difference between what’s taxable to your client and what isn’t!

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, August 24, 2023

Virtual Currency Updates

Presenter

Amy Wall

Time

2:00 pm – 4:00 pm

Date: Thursday, August 24, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-U-00253-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall

Description:

This webinar will discuss the upheaval we’ve experienced in the Cryptoverse and how this upheaval has affected the crypto client’s tax return. We’ll cover how to report losses from occurrences such as theft, rug pulls, and pump-and-dump schemes.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, August 29, 2023

Ethics Part 3

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Tuesday, August 29, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00255-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Circular 230 and common everyday issues Practitioners address daily. Due Diligence – lack of supporting documents, clients lack of recordkeeping, those summary sheets – when to ask more questions and advocating for our client.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, August 29, 2023

Ethics Part 4

Presenter

Kristy Maitre

Time

3:30 pm – 4:30 pm

Date: Tuesday, August 29, 2023
CPE credits: 1
Time: 3:30 pm – 4:30 pm
Course Number: YH1DR-E-00256-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Join us as we review Circular 203 Sub Part D Disciplinary Proceedings

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

September

October

Friday, October 20, 2023

IRS Penalty Abatement – Reasonable Cause

Presenter

AJ Reynolds

Time

2:00 pm – 3:00 pm

Date: Friday, October 20, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: TBD
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds

Description:

What are the reasonable cause requirements during a penalty abatement hearing? Learn about the process and be prepared.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Tuesday, October 24, 2023

The S Corporation Election – IRS Issues and How to Fix

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Tuesday, October 24, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00257-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Form 2553 Pitfalls, application, late elections and other issues surrounding this important election.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, October 25, 2023

IRS Processes and Procedures – Pitfalls Part 2

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, October 25, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00258-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

As we deal with our everyday complexities we come across issues where the IRS processes and procedures were unclear or confusing. This class will define everyday problems and provide
solutions. Ex; Pitfalls – Head of Household, Superseded Returns Substitute for Returns, the nonfiler, responding to notices and more will be covered in this 2 part session.

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

November

Wednesday, November 8, 2023

Quarterly Tax Update 2023: Part 4

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm

Date: Wednesday, November 8, 2023
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00259-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Our final update of the year – Tax Season has ended but still much to do as we review
guidance issued, year end issues to address and other key updates announced.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, November 15, 2023

Ethics Part 1

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm

Date: Wednesday, November 15, 2023
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00245-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

New Class – Rules Governing the Authority to Practice, SubPart A of Circular 230

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, November 15, 2023

Ethics Part 2

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm

Date: Wednesday, November 15, 2023
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00246-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Select Duties and Restrictions Relating to Practice Before IRS Subpart B will be discussed in part as it related to a tax practice.

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

December

Friday, December 15, 2023

Ethics Part 3

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm

Date: Friday, December 15, 2023
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00255-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Circular 230 and common everyday issues Practitioners address daily. Due Diligence – lack of supporting documents, clients lack of recordkeeping, those summary sheets – when to ask more questions and advocating for our client.

Hours Pricing Savings
1-4 Credit Hours $35/hr
$50/hr
30% Savings
5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Friday, December 15, 2023

Ethics Part 4

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm

Date: Friday, December 15, 2023
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00256-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Join us as we review Circular 203 Sub Part D Disciplinary Proceedings

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