Looking for our full day
live Seminars?
August
Form 3911 – Form 4852 – Form 1099R
Presenter
Time
2:00 pm – 3:00 pm
Date: Tuesday, August 2, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00216-22-O
Field(s) of Study:
Level:
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Writing Your Abatement Letter
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, August 3, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00217-22-O
Field(s) of Study:
Level:
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Innocent and Injured Spouse
Presenter
Time
2:00 pm – 4:00 pm
Date: Thursday, August 4, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00203-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Amy M. Wall
Description:
It’s easy to get confused – is my client an innocent spouse, an injured spouse, or just an irritated spouse? We’ll take you through the differences, as well as how to help your client deal with these situations.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Boot Camp:Earned Income Tax Credit
Presenter
Time
2:00 pm – 4:00 pm
Date: Tuesday, August 9, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00204-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Boot Camp: American Opportunity Credit and Life Time Learning Credit
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, August 10, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00205-22-O
Field(s) of Study: Federal Taxationr
Level:
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Quarterly Tax Update 2022: Part 3
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, August 11, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00189-22-O
Field(s) of Study: Federal Tax Update
Level:
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Wednesday, August 17, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00218-22-O
Field(s) of Study:
Level:
Presenter:
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Tax Planning Strategies for Seniors (We Know Seniors Because We Are Seniors)
Presenter
Time
11:00 am – 4:00 pm
Date: Tuesday, August 23, 2022
CPE credits:
Time: 11:00 am – 4:00 pm
Course Number: YH1DR-T-00223-22-O
Field(s) of Study:
Level:
Presenter: ALL
Description:
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
September
Introduction to S Corporations
Presenter
Time
2:00 pm – 4:00 pm
Date: Wednesday, September 7, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00208-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Amy M. Wall
Description:
To S Corp or not to S Corp; that is the question! We’ll discuss the tax implications of this entity selection, how to make the election, and what your clients need to know in terms of the “care and feeding” of their new S Corp.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Retirement Plans & Tax Planning
Presenter
Time
2:00 pm – 4:00 pm
Date: Friday, September 9, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00219-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Michael R. Miranda
Description:
Join Michael as he discusses the different retirement plan alternatives for business owners 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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, September 13, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00214-22-O
Field(s) of Study: Ethics
Level: Basic
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Wednesday, September 14, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00215-22-O
Field(s) of Study: Ethics
Level: Basic
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Microbusiness Taxation – Schedule C
Presenter
Time
2:00 pm – 4:00 pm
Date: Thursday, September 15, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00207-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Amy M. Wall
Description:
Join us for a fun dive into the gig economy, focusing on the burning question of differentiating a business from a hobby, and the many tax implications of that decision.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
October
Virtual Currency Part 1: Welcome to the Cryptoverse
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, October 6, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00195-22-O
Field(s) of Study: Federal Tax Update
Level:
Presenter: Amy M. Wall
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Trusts & Estates Part I
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, October 12, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00220-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Michael R. Miranda
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)
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Virtual Currency Part 2: Cryptocurrency Tax Regulations
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, October 13, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00196-22-O
Field(s) of Study: Federal Tax Update
Level:
Presenter: Amy M. Wall
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, October 18, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00212-22-O
Field(s) of Study: Ethics
Level:
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Trusts & Estates Part II
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, October 19, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00221-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Michael R. Miranda
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.)
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Virtual Currency Part 3: Applying the Regulations
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, October 20, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00198-22-O
Field(s) of Study: Federal Tax Update
Level:
Presenter: Amy M. Wall
Description:
Here’s where the rubber meets the road! We’ll walk you through case studies showing you how to apply the virtual currency tax regulations released to date!
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Wednesday, October 26, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00213-22-O
Field(s) of Study: Ethics
Level:
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
November
Power of Attorney
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, November 2, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00230-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Kristy Maitre
Description:
To represent before IRS a tax professional must secure a Power of Attorney. Form 2848 or in some instances Form 8821 are required. Let’s review the two forms and discuss the IRS recent information on Durable Powers of Attorney. Typical problems and errors will be discussed.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, November 3, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00231-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Kristy Maitre
Description:
Do you fully understand IRS statute issues? It is important to know statute deadlines and the exceptions IRS makes in the Internal Revenue Manual.
Statute law is complex and can be confusing, explore the many laws and procedures concerning statutes in this session.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, November 8, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00214-22-O
Field(s) of Study: Ethics
Level:
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Medical and Long-Term Care: Making the Best of a Bad Situation
Presenter
Time
2:00 pm – 4:00 pm
Date: Wednesday, November 9, 2022
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00206-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Amy M. Wall
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Quarterly Tax Update 2022: Part 4
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, November 10, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00190-22-O
Field(s) of Study: Federal Tax Update
Level:
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Tuesday, November 15, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-E-00215-22-O
Field(s) of Study: Ethics
Level:
Presenter: Kristy Maitre
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Procedures for Reinstating Non-Profit Status
Presenter
Time
2:00 pm – 3:00 pm
Date: Wednesday, November 16, 2022
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00232-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Kristy Maitre
Description:
Your new client is a non-profit and their status has been revoked. Join us as we detail the procedures for reinstatement of the non-profit status within 3 years or outside the 3 year window. An example will be provided.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Trusts & Estates Part III
Presenter
Time
2:00 pm – 3:00 pm
Date: Thursday, November 17, 2022
CPE credits:
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00222-22-O
Field(s) of Study: Federal Taxation
Level:
Presenter: Michael R. Miranda
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
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
December
Date: Thursday, December 15, 2022
CPE credits: 1
Time: 1:30 pm – 2:30 pm
Course Number: YH1DR-E-00212-22-O
Field(s) of Study: Ethics
Level:
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Date: Thursday, December 15, 2022
CPE credits: 1
Time: 3:00 pm – 4:00 pm
Course Number: YH1DR-E-00213-22-O
Field(s) of Study: Ethics
Level: Basic
Presenter: Kristy Maitre
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.
| Hours | Pricing | Savings |
|---|---|---|
| 1-4 Credit Hours |
$35/hr |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
