Courses
-
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
-
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
-
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
-
Digital Assets 101
This introductory course into digital assets will provide you with the basics surrounding the taxation of virtual currency and NFTs.
$99
-
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
-
72(t) Rule: Substantially Equal Periodic Payments - 9/4/25 Live Webinar
This LIVE webinar begins at 2PM ET. Season PASS holders are auto-registered for this event.
$49