-
2023 Season ComPASS - Season Tickets to ALL LIVE Webinars
The 2023 ComPASS provides you with a ticket to attend ALL LIVE webinars held during calendar year 2023. Complimentary REPLAY access is provided as well as automatic ON-DEMAND enrollment should you miss a live event. 30CPE/CE + Breaking News events!
$1,199
-
Ethics (2023)
This course covers selected ethical principles as promulgated in the latest revision of Circular 230 and other applicable IRS guidance.
$99
-
Tax Planning Throughout the Lifecycle
The class emphasizes how making small shifts throughout the lifetime enables clients to minimize tax expenses and maximize wealth in order to conserve assets for personal needs or legacies.
$99
-
LLC Tax Issues
The limited liability company is a very common state level entity with unique federal tax planning, preparation, and representation considerations. This course reviews how the LLC fits into the federal tax world from a tax representation perspective.
$99
-
Tackling the Consolidated 1099 Statement
This course covers information typically provided in a consolidated 1099 which requires the tax professional to think beyond basic data entry. Topics include the sale of a PTP, adjustments for Forms 4952 and 1116, and cost basis reporting issues.
$99
-
Life Estates: A Deep Dive
As our clients age, many put real estate into a life estate. This session examines the life estate from its initial set up to the premature sale.
$99
-
Tax-Efficient Charitable Giving Strategies
It is common knowledge that certain charitable donations give tax deductions. This course goes beyond that basic tax strategy to delve into more sophisticated ways that taxpayers can meet charitable giving goals with highly tax-favored results.
$99
-
Best Practices for Preparing Problem Tax Returns
Not every return is timely filed with perfect information. Practitioners often struggle with missing, unavailable, or incorrect information, or late-filed tax returns. This course reviews these situations so that practitioners can assist clients.
$99
-
Bundle: On-Demand Crypto Series
2 CoursesGuest instructor Matt Metras, EA, covers the basics and more complex tax situations surrounding digital currency in this 2-Part On-Demand Cryptocurrency Series.
$165
-
Digital Assets 101
This introductory course into digital assets will provide you with the basics surrounding the taxation of virtual currency and NFTs.
$99
-
IRS Transcripts
The focus of this course is the various types of Internal Revenue Service transcripts. Understanding how to read and decipher the information on the transcripts will help the tax professional determine the history and the future of a tax situation.
$99
-
Sale of a Residence
Conquer the sale of a residence transaction from start to finish, from calculating initial basis, amount realized, total gain or loss, and any available §121 exclusion. Possible tax planning strategies are also covered.
$99
-
Creative Rental Real Estate Strategies
5.0 average rating (1 review)This class covers current rental real estate strategies clients are utilizing, the tax impact and proper reporting of these transactions. Tax planning and strategies to consider are covered along with interest tracing and short & mid-term rentals.
$99
-
Bundle: Partnerships: 2-Part On-Demand Series
2 CoursesThis 2-Part Partnership series covers formation and return preparation, dispositions, and partnership planning tips.
$185
-
Partnerships: Basis, Disposition, & Planning
5.0 average rating (1 review)Computing the partnership outside basis based on the activities of the partnership and tax consequences of dispositions of partnership interests are discussed.
$99