Compass Tax Educators

Tax Credits

Tax credits provide dollar-for-dollar tax reduction. We review rules related to selected tax credits for individuals and businesses, how they are claimed on the individual or business tax return, and the impact of tax credits on other tax attributes.

$79

State Tax Nexus

Introductory and higher-level tax law principles with regards to state and local taxation of income are covered. Viewers will identify and source income for taxpayers, and allocate and apportion business and non-business income for business entities.

$79

Bundle: On-Demand PFIC Series (2022)

3 Courses

These courses provide a close look at the taxation of passive foreign investment companies and cover the default §1291 treatment as well as the §1296 mark to market and §1295 qualified electing fund elections. Form 8621 calculations included.

$395

PFIC Fundamentals (2022)

This course is a primer on how to deal with passive foreign investment companies. The regulations governing the taxation of PFICs is among the most complex in the Internal Revenue Code.

$149

PFIC Masterclass: Section 1291 (2022)

This course includes comprehensive computations required to complete Form 8621 under the default §1291 regulations. This course is aimed at practitioners with an intermediate level of understanding of PFIC taxation.

$149

PFIC Masterclass: QEF and MTM (2022)

This course, aimed at practitioners with an intermediate level of understanding of PFIC taxation, includes comprehensive computations needed to complete Form 8621 under the §1296 mark to market and §1295 qualified electing fund regimes.

$149

Schedules K-2 and K-3

Schedules K-2 and K-3 are new to Forms 1065, 1120-S, and 8865. Learn the basics of preparing the schedules for these forms, issues to watch for when a partner/shareholder receives these schedules, and the possible penalties related to these forms.

$79

Inflation Investments: TIPS and I Bonds

This complimentary course on inflation investments is taught by Thomas Gorczynski, EA USTCP.

Free

Stock Options

In this session we analyze various types of stock incentives that may be granted to employees including: Incentive Stock Options (ISOs), Employee Stock Purchase Plans (ESPPs), Non-qualified Stock Options (NQSOs), and Restricted Stock Units (RSUs).

$79

Roth IRA Fundamentals

5.0 (1 review)

Rules regarding contributions, conversions, rollovers, and distributions from Roth IRAs are covered. Traditional IRAs and Roth IRAs rules are compared/contrasted. Tax planning opportunities for individuals with Roth IRAs are reviewed in-depth.

$79

Bundle: On-Demand Trust Series

3 Courses

This bundle includes three courses focusing on estate and trust tax planning and preparation. These courses are taught by attorneys practicing in California and New York.

$215

Reading the Trust Instrument (2022)

5.0 (1 review)

Trust instruments are legal documents that must be properly interpreted to prepare accurate Form 1041 Fiduciary Income Tax Returns. We examine the common provisions and people involved in an irrevocable trust and how they interact on the tax return.

$79

Estate Planning Basics for Tax Professionals

Learn the basics of estate planning that tax professionals should know, including trusts useful for estate tax planning purposes and others that can meet client needs including IRA Conduit Trusts, special needs trusts, bypass trusts, among others.

$79

Fiduciary Tax Return Preparation

This course provides an introduction to Subchapter J of the Internal Revenue Code and the income taxation of estates and trusts. Participants will learn how to prepare basic estate, grantor trust, and nongrantor trust tax returns.

$79

Bundle: S Corporation 2-Part Series On-Demand (NASBA)

2 Courses

We're offering this 2-part series focusing on S Corporation formation, basis, disposition, planning, and tax return preparation. These events were originally recorded 5/5/22 and 5/19/22.

$145