Business Energy Incentives Update
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 […]
Fraud Technical Advisors: An End-Run Around the Case of Tweel?
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 […]
Ethics Part 2
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.
Is that Worker an Employee? Questions and Answers on Worker Classification
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 […]
Quarterly Tax Update 2025: Part 3
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 […]
Clean Vehicle Credits – Purchasing Credits Limitations and Rules
Energy Efficient Vehicles update concerning Form 15400 as well as sale of credits will be covered. Any new information will be discussed.
Secure Act 1.0 & 2.0 Hot Topics: Part 2
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 […]
Ethics Part 1
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.
