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May
Calculating DSUE and Gift Taxes on Form 706
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, May 7, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00366-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
This course provides a comprehensive guide to calculating the Deceased Spousal Unused Exclusion (DSUE) and reporting gift taxes on Form 706. Participants will learn how to properly compute and allocate the DSUE amount, navigate portability elections, and understand its impact on future estate and gift tax planning. The course also covers compliance requirements, common errors, and strategies to optimize tax benefits for surviving spouses and beneficiaries.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Related Party Transactions
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, May 8, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00357-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
Related party rules are factors that often affect characteristics of income and deductions like the timing or character, and may even prevent losses and deductions completely. This class will provide a basic overview of the assortment of Internal Revenue Code provisions that make up related parties and rules applicable to these issues. Over the years Congress has instituted various measures to safeguard from related party manipulations. The effect of ascertaining certain taxpayers as “related” may cause a transaction to achieve federal income tax consequences substantially different than a transaction accomplished by parties that are not related. Because the core definition of “related parties,” as found in IRC §267, is frequently cross-referenced by other sections throughout the Internal Revenue Code, an analysis of this definition is paramount in determining the impact of other sections, as well.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Divorce and its Various Tax Implications
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, May 14, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00358-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds
Description:
What happens when your clients divorce? Divorce is an emotional occurrence for all involved. What is the significance of the tax professional assisting clients through this difficult time? This course will explain the importance of working with and advising our clients on tax related divorce issues. We will discuss filing status, name change, joint & separate responsibility & liability. We will explore dependents and associated tax credits. Analyze retirement plans, alimony, child support, property settlements, allocating estimated payments, NOLs, and Capital Loss carryovers.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Reporting Excess Gift Taxes on Form 709
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Friday, May 16, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00317-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
This course focuses on the reporting requirements for excess gift taxes on Form 709, providing detailed guidance on calculating and disclosing gifts that exceed the annual exclusion amount. Participants will learn how to apply the lifetime exemption, report split gifts, and navigate the interplay between gift and estate tax planning. The course also emphasizes compliance with IRS regulations to ensure accurate reporting and avoid potential penalties.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
How the IRS Reconstructs Income in Tax Fraud Cases
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Wednesday, May 21, 2025
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00359-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course provides an in-depth look at the methods the IRS uses to reconstruct income in tax fraud cases, focusing on indirect income verification techniques. Participants will explore the bank deposits method, net worth method, and expenditure method, along with how these approaches are used to identify unreported income. The course also covers key compliance considerations, red flags for fraud detection, and strategies to ensure accurate income reporting and audit preparedness.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Secure Act 1.0 & 2.0 Hot Topics Part 1
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Thursday, May 22, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00349-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Provides an in-depth look at the key provisions of the SECURE Act 1.0 and 2.0, focusing on the most impactful changes affecting retirement planning and tax compliance. Participants will explore updates to required minimum distributions (RMDs), expanded retirement plan access, and new tax incentives for employers and individuals. The course emphasizes practical applications and planning strategies to help tax professionals navigate these evolving regulations effectively.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
June
Casualty and Theft #1 Introduction for Individual Losses
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, June 3, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00318-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Let’s start with the basics and make you aware of some of the issues when facing a disaster at the individual level. We will cover TCJA limitations, as well as pre-2018 law as we move forward after 2025. Issues of Fair Market Value, Form 4684 and FEMA information. This is a get start class and will expand into other issues in Part 2 and 3.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Casualty and Theft #2 Introduction for Business Losses
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, June 5, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00319-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Let’s start with the basics and make you aware of some of the issues when facing a disaster at the business level. Many differences. We will look at pre-2018 and well as TCJA issues. Issues of Fair Market Value, Form 4684 and FEMA information. This is a get start class and will expand into other issues in Part 3 and 4 in case studies.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Casualty and Theft Case Study Individual
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, June 10, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00320-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Losses for individual case study from the disaster to the tax return. Prepare the form 4684 and issues of FMV will be addressed. We will put it all together in our individual case study for individual taxes.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Casualty and Theft Case Study Business
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, June 11, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00321-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Losses for individual case study from the disaster to the tax return. Prepare the form 4684 and issues of FMV will be addressed. We will put it all together in our individual case study for business taxes.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Casualty and Theft Odds and Ends
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, June 17, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00322-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Let’s fill in the blanks with issues association with Casualty and Theft Losses. We will discuss FAQ and the questions you have posed in previous webinars. In addition, we will touch on issued not previously covered due to time limitations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Form 1099-MISC and 1099-NEC for 2025
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Thursday, June 19, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00355-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Jason Dinesen
Description:
Covers the latest updates for Form 1099-MISC and 1099-NEC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due dates and the new safe harbor requirements for de minimus dollar amount errors. It will also cover penalty provisions and exceptions to the penalties, due diligence procedures, exceptions to penalties including reasonable cause, common errors, and correction of errors.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Tuesday, June 24, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00323-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Circular 230 has been updated and we will discuss Disclosure in general and § 7216 that may be confusing. What ethical actions are required under this code section as well as Best Practices under § 10.33 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 | $279 | 75% Savings |
Date: Tuesday, June 24, 2025
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00324-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
IRS and Treasury has issued proposed changes to Circular 230. [REG-116610-20] Join us to review the changes to the § 10.0 – 10.9. This includes changes made to continuing education, representation and practice before IRS as well as keeping your license current.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Quarterly Tax Update 2025: Part 1
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, June 26, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00325-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of June 2025. The first part of tax season is over, so join us for updates and other changes that will impact the rest of 2025, ensuring you stay ahead of critical developments. Participants will gain practical insights into new tax credits, deductions, and compliance requirements to effectively navigate the evolving tax landscape.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
July
Ministers/Amish/Mennonite Tax Issues
Presenter
Time
1:00 pm – 3:00 pm ET
Date: Tuesday, July 8, 2025
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00326-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Overview of tax law that has an impact on Ministers which have special tax provisions as well as special religious organizations such as the Amish and Mennonite populations. We will address issues concerning Ministers and the special rules concerning housing and reporting requirements. For special religious organization we will discuss Earned Income Credit and Child Tax Credit as well as Form 4029 and related issues. If you have minister or special sect clients this is a must.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
S-Corporation Basis and Form 7203
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Tuesday, July 15, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00356-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Jason Dinesen
Description:
Basis in an S-Corporation impacts items such as tax ability (or not) of distributions, and deductibility (or not) of corporate losses on personal tax returns. To make this declarations, shareholders must use Form 7203 on individual tax returns. Shareholders need to file this form in most situations, to report their basis in the corporation. Basis impacts items such as taxability (or not) of distributions, and deductibility (or not) of corporate losses on the personal tax return. At its most basic level, basis is straightforward enough to calculate, but one can quickly get into the weeds. This webinar will cover what basis is, how it’s calculated, and how to fill out Form 7203.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Update on Marijuana Tax Issues
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, July 17, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00327-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Do you have a Marijuana grower or seller. As more states hop on the medical and recreational use, we need to know how to prepare a correct tax return to comply with § 280A of the Internal Revenue Code. We will touch on the Department of Justice issues.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Form 706 / 709 Unlock – Estate Planning and Portability
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Tuesday, July 22, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00350-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Provides a comprehensive overview of estate planning strategies using Form 706 and Form 709, with a focus on portability and gift tax considerations. Participants will learn how to properly report estate and gift transfers, apply the deceased spousal unused exclusion (DSUE), and navigate key compliance requirements. The course emphasizes tax-saving strategies, proper election of portability, and best practices to ensure accurate estate and gift tax reporting.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Charitable Contributions Compliance
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, July 24, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00330-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
What must we make sure our clients have in their possession before they take that Charitable Deduction. What are the compliance responsibilities? Join us as we review the necessary documentation needed as well as the QCD issue.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Tuesday, July 29, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00328-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
An introduction to ethical standards in tax practice, focusing on the responsibilities of tax professionals under Circular 230 and the AICPA Statements on Standards for Tax Services (SSTS). Participants will learn to identify potential conflicts of interest, maintain client confidentiality, and avoid conduct that could result in penalties or disciplinary actions. The course emphasizes the importance of integrity, due diligence, and professional judgment in ensuring compliance with ethical obligations and protecting the public interest.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Tuesday, July 29, 2025
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00329-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Build on foundational ethical principles, delving deeper into the practical application of ethics in tax practice. Participants will explore advanced topics, including handling situations involving client noncompliance, managing disputes with taxing authorities, and addressing emerging ethical challenges in a digital environment. The course emphasizes strategies for maintaining professional integrity while navigating complex scenarios in accordance with Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), and other regulatory frameworks.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Employment Taxes and the Trust Fund Recovery Penalty
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Thursday, July 31, 2025
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00360-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course provides a comprehensive overview of employment tax obligations and the IRS enforcement of the Trust Fund Recovery Penalty (TFRP). Participants will learn about employer responsibilities for withholding and remitting payroll taxes, common compliance pitfalls, and the consequences of noncompliance. The course also explores IRS investigation procedures, responsible party determinations, and strategies for mitigating liability and resolving TFRP assessments.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
August
Date: Wednesday, August 6, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00331-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
A comprehensive overview of the tax rules and reporting requirements for estates and trusts, emphasizing the preparation of Form 1041. Participants will learn to identify income sources, allocate deductions, and determine distributable net income (DNI) for beneficiaries. The course also covers key tax planning strategies, compliance with fiduciary responsibilities, and the interplay between estate and trust taxation and individual income tax obligations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Thursday, August 7, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00323-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Circular 230 has been updated and we will discuss Disclosure in general and § 7216 that may be confusing. What ethical actions are required under this code section as well as Best Practices under § 10.33 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 | $279 | 75% Savings |
Date: Thursday, August 7, 2025
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00324-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
IRS and Treasury has issued proposed changes to Circular 230. [REG-116610-20] Join us to review the changes to the § 10.0 – 10.9. This includes changes made to continuing education, representation and practice before IRS as well as keeping your license current.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
There is a Form for That – Explore IRS Forms You May Not Know Exist
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, August 12, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00332-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Introduction to new IRS Forms like Form 172 NOL, Form 7217 – Partner’s Report of Property Distributed by a Partnership, and Form 1099 -DA and New Form 1040 Sch 1 and many others.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Tax-exempt Organizations
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, August 13, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00333-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
A comprehensive overview of tax-exempt organizations, focusing on the legal and tax frameworks governing their formation, operation, and compliance. Participants will explore the requirements for obtaining and maintaining tax-exempt status under Internal Revenue Code section 501(c)(3), including organizational structures, permissible activities, and limitations on political involvement. Additionally, the course will cover annual filing obligations, such as Form 990, and address issues related to unrelated business income and private inurement.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
IRS issued “B” and “C” Notices – What you need to know & How to fix
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, August 14, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00334-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
IRS issues the “B” and “C” Notices in the fall of the year. Learn the reasons behind the notices and how you can assist your client in navigating how to prevent the notice and problems associated with backup withholding.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Impact on Expiring Tax Provisions – TCJA
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, August 19, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00335-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
What impact will the TCJA sunset have on your client base. We will review the numerous provisions that will expire or in the case of legislation any extension.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Wednesday, August 20, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00336-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
Explore the tax implications of farm rentals, focusing on the rules governing income and expense reporting for landowners and tenants. Participants will gain an understanding of the differences between cash rent and crop share agreements and their impact on taxable income. The course also covers special provisions related to self-employment tax, passive activity rules, and reporting requirements for farm rental income on Schedule E and other applicable forms.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Quarterly Tax Update 2025: Part 2
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, August 21, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00337-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of August 2025. Two-thirds of tax season is over, so join us for updates and other changes that will impact the rest of 2025, ensuring you stay ahead of critical developments. Participants will gain practical insights into new tax credits, deductions, and compliance requirements to effectively navigate the evolving tax landscape.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Residential Complications
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, August 27, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00338-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams
Description:
Examine tax issues related to residential complications, including scenarios involving dual-use properties, home office deductions, and rental property considerations. Participants will learn to navigate the tax implications of mixed-use properties, address challenges related to depreciation, and handle capital gains exclusions on the sale of a primary residence. The course also explores key compliance requirements and strategies to ensure accurate reporting and adherence to IRS guidelines.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
IRS Streamlined Procedures and the Nonwillful Certification
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Thursday, August 28, 2025
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00361-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course provides an in-depth examination of the IRS Streamlined Filing Compliance Procedures, focusing on eligibility requirements and the nonwillful certification process. Participants will learn how taxpayers with unreported foreign financial assets can use these procedures to come into compliance while mitigating penalties. The course also explores key documentation requirements, common pitfalls, and best practices for successfully navigating the streamlined submission process.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
September
Tax Research Strategies
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, September 3, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00339-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
This course equips participants with effective tax research strategies, focusing on locating, interpreting, and applying authoritative guidance to resolve complex tax issues. Participants will learn to navigate primary sources such as the Internal Revenue Code, Treasury Regulations, and IRS rulings, as well as secondary resources for practical insights. The course emphasizes developing a systematic approach to tax research to ensure accuracy, compliance, and well-supported conclusions.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Amended vs Superseded Returns
Presenter
Time
1:00 pm – 3:00 pm ET
Date: Tuesday, September 9, 2025
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00340-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
A discussion of superseded vs amended returns as well as statutes that impact filing these returns. This is not a class of preparation but rather and overview of when you would file these returns and the problems with barring refunds and expiring statutes.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
October
Date: Tuesday, October 7, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00328-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
An introduction to ethical standards in tax practice, focusing on the responsibilities of tax professionals under Circular 230 and the AICPA Statements on Standards for Tax Services (SSTS). Participants will learn to identify potential conflicts of interest, maintain client confidentiality, and avoid conduct that could result in penalties or disciplinary actions. The course emphasizes the importance of integrity, due diligence, and professional judgment in ensuring compliance with ethical obligations and protecting the public interest.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Tuesday, October 7, 2025
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00329-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Build on foundational ethical principles, delving deeper into the practical application of ethics in tax practice. Participants will explore advanced topics, including handling situations involving client noncompliance, managing disputes with taxing authorities, and addressing emerging ethical challenges in a digital environment. The course emphasizes strategies for maintaining professional integrity while navigating complex scenarios in accordance with Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), and other regulatory frameworks.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Charitable Gifting
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, October 9, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00341-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Explores the tax implications and strategies associated with charitable gifting, focusing on the requirements for claiming deductions under IRS guidelines. Participants will learn to distinguish between different types of charitable contributions, including cash, non-cash, and appreciated property, and understand the substantiation and reporting requirements. The course also covers advanced gifting strategies, such as donor-advised funds and charitable trusts, to maximize tax benefits while supporting philanthropic goals.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
IRS Collection Due Process Procedures
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Tuesday, October 14, 2025
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00362-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course provides a comprehensive overview of IRS Collection Due Process (CDP) procedures, focusing on taxpayers’ rights and options when facing enforced collection actions. Participants will learn how to navigate CDP hearings, request relief through Form 12153, and effectively challenge liens and levies. The course also explores strategies for negotiating installment agreements, offers in compromise, and other resolution alternatives to ensure compliance and taxpayer advocacy.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Tax Issues surrounding Sale of Fixed Assets
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Thursday, October 16, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00342-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Examines the tax issues associated with the sale of fixed assets, focusing on the recognition and reporting of gains and losses. Participants will learn to differentiate between ordinary income, capital gains, and recaptured depreciation under Section 1245 and Section 1250. The course also addresses key compliance considerations, such as basis adjustments, installment sales, and reporting requirements on applicable tax forms.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
From Summonses to International Evidence Gathering Techniques – How the IRS Gathers Evidence in the 21st Century
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Tuesday, October 21, 2025
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00363-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course provides an in-depth look at the IRS’s modern evidence-gathering techniques, from administrative summonses to international information exchange programs. Participants will explore how the IRS utilizes data analytics, third-party reporting, and treaties such as FATCA to uncover unreported income and offshore assets. The course also covers key legal considerations, taxpayer rights, and best practices for navigating IRS investigations and compliance requirements in an increasingly globalized tax environment.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Form 1041 Compliance Review and Planning Part 1
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Thursday, October 23, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00351-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
Provides a detailed review of Form 1041 compliance, focusing on fiduciary income tax reporting requirements for estates and trusts. Participants will learn how to properly classify income, allocate deductions, and determine distributable net income (DNI) to ensure accurate beneficiary taxation. The course also explores key planning strategies to optimize tax outcomes and maintain compliance with IRS regulations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Form 1041 Compliance Review and Planning Part 2
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Tuesday, October 28, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00352-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
This course builds on the foundational concepts of Form 1041 compliance, delving deeper into advanced fiduciary tax planning strategies and complex reporting issues. Participants will explore income distribution deductions, the 65-day rule, and tax implications for complex trusts and estates. The course also covers recent IRS guidance, common compliance pitfalls, and best practices to ensure accurate and strategic fiduciary income tax reporting.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Turning Theory into Practice – Estates and Trusts
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Thursday, October 30, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00353-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
This course bridges the gap between theoretical estate and trust taxation concepts and their practical application in tax preparation and compliance. Participants will work through real-world scenarios to apply fiduciary accounting principles, properly allocate income and deductions, and navigate distribution rules. The course emphasizes strategic tax planning, compliance best practices, and effective use of Form 1041 to ensure accurate reporting and optimal tax outcomes 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 | $279 | 75% Savings |
November
Clean Vehicle Credits – Purchasing Credits Limitations and Rules
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, November 4, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00343-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Energy Efficient Vehicles update concerning Form 15400 as well as sale of credits will be covered. Any new information 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 | $279 | 75% Savings |
Secure Act 1.0 & 2.0 Hot Topics Part 2
Presenter
Time
2:00 pm – 4:00 pm ET
Date: Thursday, November 6, 2025
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00354-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda
Description:
This course builds on the key provisions of the SECURE Act 1.0 and 2.0, focusing on advanced planning strategies and recent IRS guidance. Participants will explore complex topics such as changes to catch-up contributions, Roth account provisions, and the impact on inherited retirement accounts. The course emphasizes practical applications, compliance considerations, and tax-saving opportunities to help professionals effectively navigate these evolving retirement regulations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Tuesday, November 11, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00323-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Circular 230 has been updated and we will discuss Disclosure in general and § 7216 that may be confusing. What ethical actions are required under this code section as well as Best Practices under § 10.33 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 | $279 | 75% Savings |
Date: Tuesday, November 11, 2025
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00324-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
IRS and Treasury has issued proposed changes to Circular 230. [REG-116610-20] Join us to review the changes to the § 10.0 – 10.9. This includes changes made to continuing education, representation and practice before IRS as well as keeping your license current.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Is that Worker an Employee? Questions and Answers on Worker Classification
Presenter
Time
12:00 pm – 2:00 pm ET
Date: Thursday, November 13, 2025
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00364-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course provides a detailed examination of worker classification rules, focusing on the distinction between employees and independent contractors for tax and compliance purposes. Participants will explore IRS guidelines, including the common law control test and Section 530 relief provisions, to properly determine worker status. The course also covers employer responsibilities, potential tax liabilities, and best practices for avoiding misclassification penalties.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Quarterly Tax Update Part 3
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, November 18, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00347-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of November 2025. The tax season is almost over, so join us for updates and other changes that will impact the rest of 2025 and into 2026, ensuring you stay ahead of critical developments. Participants will gain practical insights into new tax credits, deductions, and compliance requirements to effectively navigate the evolving tax landscape.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Business Energy Incentives Update
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Wednesday, November 19, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00345-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson
Description:
Provides an overview of the latest updates on business energy incentives, focusing on tax credits, deductions, and grants available for energy-efficient and renewable energy investments. Participants will learn about eligibility requirements, reporting obligations, and strategies to maximize tax benefits under federal and state programs. The course also explores recent legislative changes and IRS guidance impacting energy-related incentives for businesses.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Fraud Technical Advisors: An End-Run Around the Case of Tweel?
Presenter
Time
1:00 pm – 2:00 pm ET
Date: Thursday, November 20, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00365-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis
Description:
This course explores the role of IRS Fraud Technical Advisors (FTAs) in tax fraud investigations and their potential impact on taxpayer rights. Participants will examine how FTAs assist in identifying fraud indicators, developing cases, and coordinating with IRS Criminal Investigation, while analyzing the legal implications of the landmark United States v. Tweel decision. The course also discusses best practices for tax professionals in handling cases involving FTAs and mitigating risks in fraud examinations.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
December
Quarterly Tax Update Part 4
Presenter
Time
2:00 pm – 3:00 pm ET
Date: Tuesday, December 16, 2025
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00348-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Provides a detailed quarterly tax update, covering key legislative changes, IRS guidance, and court rulings as of December 2025. The tax season is over, so join us for updates and other changes that will impact 2026, ensuring you stay ahead of critical developments. Participants will gain practical insights into new tax credits, deductions, and compliance requirements to effectively navigate the evolving tax landscape.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Thursday, December 18, 2025
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00328-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
An introduction to ethical standards in tax practice, focusing on the responsibilities of tax professionals under Circular 230 and the AICPA Statements on Standards for Tax Services (SSTS). Participants will learn to identify potential conflicts of interest, maintain client confidentiality, and avoid conduct that could result in penalties or disciplinary actions. The course emphasizes the importance of integrity, due diligence, and professional judgment in ensuring compliance with ethical obligations and protecting the public interest.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |
Date: Thursday, December 18, 2025
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00329-25-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre
Description:
Build on foundational ethical principles, delving deeper into the practical application of ethics in tax practice. Participants will explore advanced topics, including handling situations involving client noncompliance, managing disputes with taxing authorities, and addressing emerging ethical challenges in a digital environment. The course emphasizes strategies for maintaining professional integrity while navigating complex scenarios in accordance with Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), and other regulatory frameworks.
Hours | Pricing | Savings |
---|---|---|
1-4 Credit Hours |
$35/hr |
30% Savings |
5-12 Credit Hours |
$30/hr |
40% Savings |
Unlimited Credit Hours | $279 | 75% Savings |