Courses
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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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Bundle: On-Demand Crypto Series
2 CoursesGuest instructor Matt Metras, EA, covers the basics and more complex tax situations surrounding digital currency in this 2-Part On-Demand Cryptocurrency Series.
$165
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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
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IRS Transcripts
The focus of this course is the various types of Internal Revenue Service transcripts. Understanding how to read and decipher the information on the transcripts will help the tax professional determine the history and the future of a tax situation.
$99