Courses
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Tax Planning Throughout the Lifecycle
The class emphasizes how making small shifts throughout the lifetime enables clients to minimize tax expenses and maximize wealth in order to conserve assets for personal needs or legacies.
$99
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Tackling the Consolidated 1099 Statement
This course covers information typically provided in a consolidated 1099 which requires the tax professional to think beyond basic data entry. Topics include the sale of a PTP, adjustments for Forms 4952 and 1116, and cost basis reporting issues.
$99
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Life Estates: A Deep Dive
As our clients age, many put real estate into a life estate. This session examines the life estate from its initial set up to the premature sale.
$99
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Tax-Efficient Charitable Giving Strategies
It is common knowledge that certain charitable donations give tax deductions. This course goes beyond that basic tax strategy to delve into more sophisticated ways that taxpayers can meet charitable giving goals with highly tax-favored results.
$99
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Best Practices for Preparing Problem Tax Returns
Not every return is timely filed with perfect information. Practitioners often struggle with missing, unavailable, or incorrect information, or late-filed tax returns. This course reviews these situations so that practitioners can assist clients.
$99
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Digital Assets 101
This introductory course into digital assets will provide you with the basics surrounding the taxation of virtual currency and NFTs.
$99