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July

Tuesday, July 9, 2024

Ethics: Part 3

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm ET

Date: Tuesday, July 9, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.

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 9, 2024

Ethics: Part 4

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm ET

Date: Tuesday, July 9, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?

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 11, 2024

Understanding LLCs and Entity Classifications

Presenter

Deltrease Hart-Anderson

Time

1:00 pm – 3:00 pm ET

Date: Thursday, July 11, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00279-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson

Description:

Unravel the complexities of LLCs and entity classifications in our specialized webinar crafted for tax professionals. Gain a comprehensive understanding of the tax implications associated with different entity structures, with a particular focus on Limited Liability Companies (LLCs). We’ll guide you through the nuances of entity classifications, shedding light on the optimal strategies for tax planning and compliance to empower you in guiding your clients through informed decisions for their businesses.

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 17, 2024

The Kovel Accountant

Presenter

Mike DeBlis

Time

12:00 pm – 1:00 pm ET

Date: Wednesday, July 17, 2024
CPE credits: 1
Time: 12:00 pm – 1:00 pm
Course Number: YH1DR-T-00284-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis

Description:

In this presentation, tax attorney Mike DeBlis explains Kovel agreements and discusses the case that gave rise to them.

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 18, 2024

SECURE 1.0 and 2.0 Acts

Presenter

Michael Miranda

Time

1:00 pm – 3:00 pm ET

Date: Thursday, July 18, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-U-00307-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Summarize the highlights of the SECURE Acts, both 1.0 and 2.0. Review the current legislative guidance available for certain key provisions of both ACTS. Reviewed the tax rules changes that eliminated the stretch IRA. Evalute Roth conversion strategies for clients. Revisit the tax planning strategy for adopting a retirement plan after the close of a year end.

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 24, 2024

Filing DSUE & Form 706

Presenter

Randy Adams

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, July 24, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00283-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams

Description:

Elevate your expertise in estate tax planning with our specialized webinar for tax professionals, focusing on the intricacies of Filing DSUE (Deceased Spousal Unused Exclusion) and Form 706. Gain essential insights into maximizing the benefits of the portability election, understand the nuances of Form 706 preparation, and ensure comprehensive compliance with estate tax regulations. Join us to sharpen your skills in navigating these crucial components of estate planning, empowering you to provide clients with strategic guidance for preserving and transferring wealth.

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 25, 2024

Form 1099-K Payment Card & 3rd Party Network Transactions

Presenter

Dr. Laura Dolley

Time

2:00 pm – 3:00 pm ET

Date: Thursday, July 25, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00282-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley

Description:

Navigate the intricacies of Form 1099-K and unravel the complexities surrounding payment card and third-party network transactions in our specialized webinar for tax professionals. Gain comprehensive insights into reporting requirements, thresholds, and compliance nuances to ensure accurate and efficient handling of these transactions. Join us to sharpen your skills in Form 1099-K preparation, empowering you to guide your clients through the evolving landscape of payment card and third-party network reporting with confidence.

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 31, 2024

Tax Impact on Charitable Gift Planning

Presenter

Larry Johnson

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, July 31, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00281-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson

Description:

Delve into the strategic landscape of charitable gift planning in our exclusive webinar tailored for tax professionals. Explore the nuanced tax implications associated with philanthropic endeavors, learn effective strategies for maximizing deductions, and gain insights into optimizing charitable contributions within the ever-evolving tax framework. Join us to enhance your expertise, enabling you to provide clients with informed guidance on navigating the tax impact of charitable gift planning.

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

Thursday, August 8, 2024

The DNA of Schedule C’s

Presenter

Deltrease Hart-Anderson

Time

1:00 pm – 2:00 pm ET

Date: Thursday, August 8, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00285-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson

Description:

Join our exclusive webinar tailored for tax professionals as we demystify the intricacies of Schedule C—the linchpin of sole proprietorship tax reporting. Explore the latest updates, essential deductions, and nuanced considerations to streamline your tax preparation processes and ensure accurate compliance. Equip yourself with expert insights into maximizing deductions and optimizing reporting strategies, empowering you to navigate Schedule C with confidence and provide clients with invaluable tax advice for their small businesses.

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 13, 2024

Short Term Rentals

Presenter

AJ Reynolds

Time

2:00 pm – 3:00 pm ET

Date: Tuesday, August 13, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00304-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds

Description:

In addition to having rental properties or renting vacation homes, more and more taxpayers are renting their homes through VRBO, Airbnb and other online platforms. In this session you’ll learn which form to properly report rentals on, either Schedule E (Form 1040), Supplemental Income and Loss, Page 1, or Schedule C (Form 1040), Profit or Loss from Business. Furthermore, you’ll learn proper depreciation methods, converting Personal Residence to a rental and renting to related parties. Finally, we will explore Short-term rentals and related tax consequences. Join us for this must attend session to assist you in handling unique situations of rental properties.

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 14, 2024

Popular Tax Deductions and Breaks (CTC, CDCC, AOTC, etc…)

Presenter

Dr. Laura Dolley

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, August 14, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00286-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley

Description:

Elevate your expertise in tax planning by attending our comprehensive webinar tailored for tax professionals, where we dissect popular tax deductions and breaks such as the Child Tax Credit (CTC), Child and Dependent Care Credit (CDCC), American Opportunity Tax Credit (AOTC), and more. Gain a deep understanding of eligibility criteria, recent updates, and strategic utilization of these provisions, ensuring you can optimize tax outcomes for your clients while staying abreast of the latest legislative changes. Join us to enhance your knowledge and empower your clients with effective tax-saving strategies.

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 15, 2024

1031 Exchanges

Presenter

Larry Johnson

Time

2:00 pm – 3:00 pm ET

Date: Thursday, August 15, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00288-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson

Description:

Immerse yourself in the intricacies of 1031 Exchanges with our exclusive webinar tailored for tax professionals. Explore the nuances of tax-deferred exchanges, gain insights into the latest regulations, and discover strategic approaches to guide your clients through maximizing benefits while navigating the complex terrain of like-kind exchanges. Join us to deepen your expertise in 1031 Exchanges and empower your clients with informed decisions for optimal tax outcomes.

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 20, 2024

Quarterly Tax Update 2024: Part 2

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm ET

Date: Tuesday, August 20, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00287-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Time to update ourselves on current issues as we prepare for the the final months of the 2024 Tax Season.

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 21, 2024

Updated Retirement Contributions & Distributions

Presenter

Randy Adams

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, August 21, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00289-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams

Description:

Stay ahead of the evolving landscape of retirement planning in our specialized webinar for tax professionals. Explore the latest updates on retirement contributions and distributions, gain insights into strategic tax planning opportunities, and ensure compliance with current regulations. Join us to enhance your proficiency in navigating the intricacies of retirement tax matters, empowering you to provide clients with informed advice for optimizing their financial futures.

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 22, 2024

Ethics: Part 1

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm ET

Date: Thursday, August 22, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.

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 22, 2024

Ethics: Part 2

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm ET

Date: Thursday, August 22, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.

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

Tuesday, September 10, 2024

Ethics: Part 3

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm ET

Date: Tuesday, September 10, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.

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, September 10, 2024

Ethics: Part 4

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm ET

Date: Tuesday, September 10, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?

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, September 11, 2024

Taking off the gloves: What to Expect in US Tax Court

Presenter

Mike DeBlis

Time

12:00 pm – 1:00 pm ET

Date: Wednesday, September 11, 2024
CPE credits: 1
Time: 12:00 pm – 1:00 pm
Course Number: YH1DR-T-00290-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis

Description:

This presentation will cover the following. Tax Court is based in Washington, D.C., but itsjudges travel to hear cases on regular calendars in various cities around the country. **At trial,the TP may be represented by anyone admitted to practice before the Tax Court, which includesnon-attorneys who have passed an exam. The IRS is represented in Tax Court by attorneys fromthe IRS Chief Counsel’s Office. **U.S. Tax Court applies the rules of evidence applicable intrials w/o a jury in the U.S. District Court of the District of Columbia. U.S. Tax Court follows itsown procedural rules. In this presentation, we will deliver into these rules.

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

October

Tuesday, October 8, 2024

Ethics: Part 1

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm ET

Date: Tuesday, October 8, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.

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 8, 2024

Ethics: Part 2

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm ET

Date: Tuesday, October 8, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.

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 9, 2024

Gift Tax Reporting on Form 709

Presenter

Randy Adams

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, October 9, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00291-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Randy Adams

Description:

Delve into the intricacies of gift tax reporting with our exclusive webinar tailored for tax professionals. Explore the nuances of Form 709, gain insights into effective gift tax planning strategies, and navigate the complexities of reporting gifts to ensure compliance with tax regulations. Join us to sharpen your expertise, empowering you to guide your clients through the meticulous process of gift tax reporting and strategic wealth transfer planning.

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 16, 2024

The Fifth Amendment & Offshore Audits

Presenter

Mike DeBlis

Time

12:00 pm – 2:00 pm ET

Date: Wednesday, October 16, 2024
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00292-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis

Description:

The Fifth Amendment is normally associated with criminal proceedings andthe prohibition against self-incriminating testimony. However, the Fifth Amendment is a littlebroader than that. Its protections also apply in some pseudo-criminal matters, such as contemptof Congress. More importantly for tax law purposes, there is a documentary production privilege,and there is a trio of cases that flesh out this concept.

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, October 17, 2024

Employee vs Independent Contractor

Presenter

Larry Johnson

Time

2:00 pm – 3:00 pm ET

Date: Thursday, October 17, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00294-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson

Description:

Dive into the nuanced distinction between employees and independent contractors in our specialized webinar for tax professionals. Gain a comprehensive understanding of the criteria that define these classifications, navigate the associated tax implications, and learn strategic approaches for advising clients on proper worker categorization to ensure compliance with tax regulations.

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 23, 2024

Tax Implications of the Gig Economy

Presenter

Dr. Laura Dolley

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, October 23, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00293-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley

Description:

Join our exclusive webinar for tax professionals as we dissect the intricate tax implications of the Gig Economy. Explore the unique challenges and opportunities presented by gig workers, delve into tax reporting requirements, and gain insights into optimizing tax strategies for both individuals and businesses operating in this dynamic sector. Stay ahead of the curve with expert guidance on navigating the evolving landscape of the Gig Economy and providing clients with informed advice for tax compliance and efficiency.

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, October 24, 2024

Hobby Loss

Presenter

Larry Johnson

Time

2:00 pm – 3:00 pm ET

Date: Thursday, October 24, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00275-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Larry Johnson

Description:

Can you distinguish between an Active Trade or Business and a Hobby? This is a subject that is gaining popularity in the tax community as we see an increase in litigation related to hobby loss. How might hobby loss rules apply to non-hobby activities and rental activity? What are some of the practical consequences? We will discuss the factors in establishing a profit motive and provide questions as well as a check list to use with clients.

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 30, 2024

Overview of Form 1040

Presenter

Dr. Laura Dolley

Time

2:00 pm – 4:00 pm ET

Date: Wednesday, October 30, 2024
CPE credits: 2
Time: 2:00 pm – 4:00 pm
Course Number: YH1DR-T-00278-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley

Description:

Join our exclusive 2-hour webinar tailored for tax professionals, where we demystify the intricacies of Form 1040—the cornerstone of individual income tax returns. Delve into the latest updates, essential schedules, and nuanced considerations to ensure accuracy and compliance with the ever-evolving tax code. Equip yourself with the knowledge to expertly navigate Form 1040, streamline your tax preparation processes, and provide clients with invaluable insights into maximizing their tax benefits.

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, October 31, 2024

Trusts and Estates – Part 1

Presenter

Michael Miranda

Time

1:00 pm – 3:00 pm ET

Date: Thursday, October 31, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00308-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Join Michael in the first of two webiners as we strengthen your knowledge of strategic estate planning. With TCJA sunset provisions possibly in play we as professionals need to be ready to advise our clients on key provision that may significantly impact their financial and estate well being. We will review types of trusts, trustee powers, recognition and realization of income, the elements of an estate and the taxation of trusts and estates.

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 6, 2024

Trusts and Estates – Part 2

Presenter

Michael Miranda

Time

1:00 pm – 3:00 pm ET

Date: Wednesday, November 6, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00309-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

Join Michael as he builds on the previous webinar regarding trust and estate matters. The session will focus on managing tax obligations of trusts and estates, and how these obligations affect beneficiaries. He will also discuss important estate tax planning strategies and recent IRS guidance that may impact certain types of existing trusts. Lastly, review the need to maximize every client’s basic exclusion amount before the possible reduction assuming that Congress lets the TCJA provision sunset.

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, November 7, 2024

Understanding Financial Statements for Schedule C’s, S Corps & Partnerships

Presenter

Deltrease Hart-Anderson

Time

1:00 pm – 3:00 pm ET

Date: Thursday, November 7, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-T-00295-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Deltrease Hart-Anderson

Description:

Join our specialized webinar designed for tax professionals to master the interpretation and analysis of financial statements for Schedule C’s, S Corporations, and Partnerships. Gain practical insights into dissecting these financial documents, understanding key indicators, and optimizing tax strategies for diverse business structures. Elevate your proficiency in financial statement analysis, enabling you to provide strategic advice and enhance the overall financial well-being of your clients.

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, November 12, 2024

Ethics: Part 3

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm ET

Date: Tuesday, November 12, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00301-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Explore how our profession has changed with more responsibility heaped on the tax professionals. Select sections of Circular 230 will be discussed as well as areas of the law that are complex and require heighten Due Diligence. Case studies will demonstrate our responsibilities and class participation and discussion on where we were and how we got to the current Due Diligence requirements will be identified.

Hours Pricing Savings
1-4 Credit Hours $35/hr
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Tuesday, November 12, 2024

Ethics: Part 4

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm ET

Date: Tuesday, November 12, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00302-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

What are our rights as tax professionals in the Office of Professional Responsibilities disciplinary process?

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Unlimited Credit Hours $249 75% Savings
Wednesday, November 13, 2024

Various Form 1099s

Presenter

Dr. Laura Dolley

Time

2:00 pm – 3:00 pm ET

Date: Wednesday, November 13, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00296-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Dr. Laura Dolley

Description:

Embark on a comprehensive exploration of Various Form 1099s in our exclusive webinar tailored for tax professionals. Navigate the intricate landscape of different 1099 forms, delve into reporting requirements, and gain practical insights into compliance nuances, ensuring you are well-equipped to handle diverse income sources for your clients. Join us to enhance your proficiency in managing Form 1099 reporting, empowering you to navigate the complexities of tax compliance with confidence and accuracy.

Hours Pricing Savings
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Unlimited Credit Hours $249 75% Savings
Thursday, November 14, 2024

Quarterly Tax Update 2024: Part 3

Presenter

Kristy Maitre

Time

2:00 pm – 3:00 pm ET

Date: Thursday, November 14, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-U-00297-24-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
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Unlimited Credit Hours $249 75% Savings
Tuesday, November 19, 2024

S Corp Basis (Form 7203) and Partnership Basis

Presenter

AJ Reynolds

Time

2:00 pm – 3:00 pm ET

Date: Tuesday, November 19, 2024
CPE credits: 1
Time: 2:00 pm – 3:00 pm
Course Number: YH1DR-T-00305-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds

Description:

As a tax professional, it’s imperative to know basis rules and calculations for our clients that are shareholders and or partners in Pass-through entities. Furthermore, we must analyze how basis rules affect their individual Form 1040 tax return.
This session will provide a valuable and essential overview for Partnership and S Corporation basis issues

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Wednesday, November 20, 2024

Demystifying the FBAR

Presenter

Mike DeBlis

Time

12:00 pm – 2:00 pm ET

Date: Wednesday, November 20, 2024
CPE credits: 2
Time: 12:00 pm – 2:00 pm
Course Number: YH1DR-T-00298-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Mike DeBlis

Description:

This course breaks the FBAR (Foreign Bank Account Report) down into its individual components and covers each in exquisite detail. Uncover the intricacies of FBAR compliance, discover best practices for reporting foreign financial accounts, and stay ahead of regulatory changes. Join us for expert insights that will equip you with the knowledge and strategies necessary to navigate FBAR requirements effectively and assist your clients in meeting their international tax obligations.

Hours Pricing Savings
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$50/hr
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5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Thursday, November 21, 2024

SECURE 1.0 and 2.0 Acts

Presenter

Michael Miranda

Time

1:00 pm – 3:00 pm ET

Date: Thursday, November 21, 2024
CPE credits: 2
Time: 1:00 pm – 3:00 pm
Course Number: YH1DR-U-00307-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Michael Miranda

Description:

SECURE 1.0 and 2.0 Acts – Where are we at with all of this retirement plan legislation? Review current DOL and IRS guidance, including the various provisions in SECURE 2.0 and the latest IRS guidance related to such provisions including the IRC §529 ROTH rollover, the Rothification of employee and employer contributions to SEPs and SIMPLEs, the special spousal rollover. And finally, will we have final death RMD regulations under the 10-year distribution provision in SECURE 1.0 Act?

Hours Pricing Savings
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December

Tuesday, December 17, 2024

Penalty Abatement

Presenter

AJ Reynolds

Time

1:00 pm – 2:00 pm ET

Date: Tuesday, December 17, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-T-00306-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: AJ Reynolds

Description:

This course presents numerous topics within the subject of Reasonable Cause. We will demonstrate how to navigate a first-time Abatement Program. We will show by using the Internal Revenue Manual, IRC, Regulations and case law how to navigate and support your clients reasonable cause position. This webinar will provide valuable techniques to assist our clients to reduce penalties imposed by the Internal Revenue Service in various situations. Come join us for this indispensable webinar to assist your clients in their time of need.

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, December 18, 2024

Ethics: Part 1

Presenter

Kristy Maitre

Time

1:00 pm – 2:00 pm ET

Date: Wednesday, December 18, 2024
CPE credits: 1
Time: 1:00 pm – 2:00 pm
Course Number: YH1DR-E-00299-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Explore the slippery slope of navigating Due Diligence as we address the Employee Retention Credit and our responsibilities. As we prepare for potential audits of the issue we will touch on the Office of Professional Responsibility’s guidance.

Hours Pricing Savings
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$50/hr
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5-12 Credit Hours $30/hr
$50/hr
40% Savings
Unlimited Credit Hours $249 75% Savings
Wednesday, December 18, 2024

Ethics: Part 2

Presenter

Kristy Maitre

Time

2:30 pm – 3:30 pm ET

Date: Wednesday, December 18, 2024
CPE credits: 1
Time: 2:30 pm – 3:30 pm
Course Number: YH1DR-E-00300-24-O
Field(s) of Study: Federal Taxation
Level: Basic
Presenter: Kristy Maitre

Description:

Can you read a return? Using our Due Diligence knowledge we will look at the review process when pursuing our returns. Can you spot the problems and fix the return before e-file transmission. This will be an interactive class so be prepared to participate.

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