IRS Notice 2020-23

This complimentary short session narrated by Thomas Gorczynski, EA USTCP, covers IRS Notice 2020-23 with changes affecting most taxpayers.


Engagement Letters

This complimentary course on Engagement Letters taught by Kevin C. Huston, EA USTCP, covers best practices relating to communications with clients. Sample engagement letters are included in the course.


Net Operating Losses

This course covers IRC §172 provisions applicable to individuals in calculating and using Net Operating Losses (NOLs). Opportunities and rules for NOLs occurring both pre and post-TCJA & CARES Act reviewed too. -Recorded 6/25/20


Offsetting U.S. Taxation of Foreign Income

U.S. citizens and residents generally pay U.S. tax on their worldwide income. U.S. law provides for both a foreign earned income exclusion and a foreign tax credit to mitigate double taxation. Review both mechanisms in this course. - Recorded 6/23/20


Maximizing PPP Loan Forgiveness (No CE)

Congress has made forgiveness easier to obtain and has extended the timeline for forgiveness. This course will help you assist clients who are asking for help in maximizing their loan forgiveness. -Recorded 6/12/20


Resolving Non-Filer Cases

Some taxpayers fail to file timely tax returns and face implications with IRS for the late filed returns. Preparation of tax returns with potentially missing information is addressed along with resolution of other IRS issues. -Recorded 6/11/20