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September
October
IRS Penalty Abatement – Reasonable Cause
Presenter
Time
2:00 pm – 3:00 pm
Date: Tuesday, October 10, 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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Keeping Clients Data Secure
Presenter
Time
2:00 pm – 4:00 pm
Date: Thursday, October 12, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number:
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
We will explore the world of cybercrime and expand our understanding of the four most common types of cybercrime. As tax professionals we have an obligation to keep all clients data secure.
We are required to have a written security plan. The webinar will provide you with the information needed for the written security and provide a template.
| 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 |
Trust & Estates Part 3
Presenter
Time
2:00 pm – 4:00 pm
Date: Tuesday, October 17, 2023
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number:
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
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 |
The S Corporation Election – IRS Issues and How to Fix
Presenter
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
IRS Processes and Procedures – Pitfalls Part 2
Presenter
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
November
Special Series – 1040 Basics Part 1
Presenter
Time
1:00 pm – 4:00 pm
Date: Tuesday, November 7, 2023
CPE credits: 3
Time: 1:00 pm – 4:00 pm
Course Number: YH1DR-T-00265-23-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall
Description:
This 6-hour mini-series outlines the basics of tax preparation with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and its accompanying schedules. This is a great review course for seasoned preparers, as well as a welcome step-by-step guide for relatively new preparers. We’ll cover filing requirements, filing status, requirements to be a dependent, earned income, unearned income such as investment income, retirement income, social security benefits, income adjustments, itemized deductions, refundable and non-refundable credits, and more. Whether you’ve been around the block a few times or are new to the neighborhood, this is a don’t-miss opportunity to refine your skills and develop new ones.
Pricing: $99
* Note the 1040 mini series is not included with the unlimited credit hours package.
Quarterly Tax Update 2023: Part 4
Presenter
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
Special Series – 1040 Basics Part 2
Presenter
Time
1:00 pm – 4:00 pm
Date: Thursday, November 9, 2023
CPE credits: 3
Time: 1:00 pm – 4:00 pm
Course Number:
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Amy Wall
Description:
This 6-hour mini-series outlines the basics of tax preparation with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and its accompanying schedules. This is a great review course for seasoned preparers, as well as a welcome step-by-step guide for relatively new preparers. We’ll cover filing requirements, filing status, requirements to be a dependent, earned income, unearned income such as investment income, retirement income, social security benefits, income adjustments, itemized deductions, refundable and non-refundable credits, and more. Whether you’ve been around the block a few times or are new to the neighborhood, this is a don’t-miss opportunity to refine your skills and develop new ones.
Pricing: $99
* Note the 1040 mini series is not included with the unlimited credit hours package.
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
December
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
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 |
30% Savings |
| 5-12 Credit Hours |
$30/hr |
40% Savings |
| Unlimited Credit Hours | $249 | 75% Savings |
