Courses
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Masterclass: Tax Planning for Seniors and Retirees
This 3-Part Masterclass on Tax Planning for Seniors and Retirees begins at 2PM ET on 8/11, 8/13, and 8/27 is NOT included in the 2026 PASS. A discount code worth $100 was emailed to PASS holders. Class size is limited so register today!
$599
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Trust Fund Taxes: What You Need to Know
Businesses that fail to remit certain payroll taxes to the IRS have unique issues. This webinar covers the concepts and issues related to the components, investigation, and assessment of the trust fund recovery penalty (TFRP) by the IRS.
$119
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Kwong: Actions You Need to Take Now
In Kwong v. United States (Fed. Cl. 2025), the court read §7508A(d) to create a mandatory postponement running 1/20/20 through 7/10/23. Penalties & interest assessed on returns and payments due inside that window may have accrued improperly.
$69
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Pricing Strategies Workshop (CPA Version)
Pricing decisions shape profitability, client relationships, and the long-term sustainability of a tax practice. In this workshop, attendees explore a range of pricing models used by modern EA and CPA firms designed to rethink billing methods.
$399
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72(t) Rule: Substantially Equal Periodic Payments
One often overlooked exception to the 10% early withdrawal penalty is taking distributions as a series of substantially equal periodic payments. This course reviews the requirements for utilizing the exception, and how to use this in tax planning.
$49
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Church, Clergy, and Donor Tax Issues
This course explores tax compliance areas for religious entities for their tax filings, employee related issues, and donor relationships. Churches have unique relationships between the entity, pastoral staff, and donors.
$99