Courses
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Data Security for the Tax Business
Understanding the Gramm-Leach-Bliley Act and having an information security plan is essential, but that is just the starting point. We discuss executing and integrating the plan into your operation and managing client expectations for data access.
$99
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Engagement Letters (2022) (No CPE/CE)
This complimentary course on engagement letters is taught by Thomas Gorczynski, EA, USTCP and Sherrill Trovato, EA, USTCP. There is no CPE/CE offered for this course.
Free
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Health Savings Accounts and Medical Expenses - 6/26/25 Live Webinar
This LIVE webinar begins at 2PM ET. Season PASS holders are auto-registered for this event.
$99
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Bundle: 2025 Estates and Trusts - Live Webinars
2 CoursesThe first webinar in the estate and trust series provides an overview of the rules and elections necessary for properly preparing Form 1041. The second takes a case study approach to demonstrate preparation of Form 1041 for several 1041 situations.
$185
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What's New in Data Security - 7/10/25 Live Webinar
This LIVE webinar begins at 2PM ET. Season PASS holders are auto-registered for this event.
$99
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Preparing Form 1041 for Estates and Trusts - 7/22/25 Live Webinar
This LIVE webinar begins at 2PM ET. Season PASS holders are auto-registered for this event.
$99