Courses
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2026 PASS - Includes All Live Webinars
15 CoursesThe 2026 PASS provides you with access to attend all live webinars held during the calendar year. Complimentary REPLAY access is provided as well as automatic ON DEMAND enrollment should you miss a live event. 30 CPE/CE + Breaking News events!
$1,399
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Alternative Minimum Tax Fundamentals
The alternative minimum tax (AMT) continues to confuse taxpayers and practitioners alike. This course provides a foundational overview of AMT rules and concepts, including changes from the One Big Beautiful Bill Act.
$119
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Fundamentals of Tax Planning for Seniors and Retirees
Explore Income-Related Monthly Adjustment Amount (IRMAA) optimization, tax-efficient charitable giving, and recent OBBBA senior deductions. The course examines the mechanics of Health Savings Accounts (HSAs) for retirees, and more!
$249
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Foreign Earned Income Exclusion Overview
The foreign earned income exclusion (FEIE) under §911 provides substantial tax benefits for U.S. taxpayers living and working abroad. However, eligibility rules and calculations are complex and often misunderstood.
$119
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Retirement Plans for Small Businesses
Small business clients often seek guidance from their tax advisors on retirement plan options that can reduce taxes and support long-term financial goals. This course provides a practical overview of the most common small business retirement plans.
$119
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Unlocking §199A: QBI Deduction Planning
The qualified business income (QBI) deduction under §199A remains one of the most significant tax planning opportunities for owners of pass-through entities. This course provides a practical overview of the mechanics and planning aspects of the QBID.
$119