Introduction to Financial and Estate Planning for IRAs
Join us to explores IRA and estate planning in the post-SECURE 1.0 / 2.0 Acts environment. This session will demystify complex topics such as “Designated Beneficiary Trusts,” “Eligible Designated Beneficiary Trusts,” and “See-Through Trusts.” Gain practical insights into how these rules impact retirement and estate planning strategies for your clients.
Maximizing Your Deductions on Form 1040
This course focuses on identifying and maximizing allowable deductions on Form 1040 while remaining compliant with federal tax law. Participants learn how to properly apply above-the-line deductions, itemized deductions, limitations, phaseouts, and substantiation requirements that impact taxable income. The course emphasizes accuracy, documentation, and audit awareness in accordance with Internal Revenue Service guidance.
2026 Quarterly Update Part 4
Find out what is new with IRS and guidance that has been issued recently. We also look at practices and procedures changes or reminders. This one-hour session will keep you up to date.
Complications with Residential Rentals
This course addresses common and complex tax issues related to residential rental properties, including income reporting, expense deductions, depreciation, and loss limitations. Participants learn how to apply passive activity rules, distinguish repairs from capital improvements, handle mixed-use properties, and address disposition and recapture issues. The course emphasizes compliance, documentation, and planning considerations under Internal Revenue […]
Fraud Technical Advisors: An End-Run Around the Case of Tweel?
This course examines the evolving role of IRS Fraud Technical Advisors (FTAs) and whether their involvement in civil audits raises constitutional or procedural issues under the landmark case United States v. Tweel. We analyze how FTAs coordinate with examiners, identify badges of fraud, and escalate cases toward potential criminal referral—all while maintaining the appearance of […]
Tax-Exempt Organizations
This course provides an overview of federal tax rules governing tax-exempt organizations, including qualification, compliance, and ongoing reporting obligations. Participants learn how to apply exemption requirements, manage unrelated business income, and properly complete and file Form 990 and related schedules. The course emphasizes governance, disclosure, and compliance responsibilities under Internal Revenue Service rules to reduce […]
Form 1099-DA
Digital assets are pretty much the norm as we look to the future. Join us as we review the 1099-DA and the changes to the 2025 Forms Schedule D and Form 8949.