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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SECURE 2.0 Act of 2022
We discuss the significant provisions of the new law which will affect your clients over the next several years.
$79
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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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Ethics (2022)
5.0 average rating (1 review)This course covers selected ethical principles and issues as outlined in Treasury Circular 230, the tax law, and other IRS guidance.
$79
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Representation Panel Discussion
This course has a panel discussion about how to handle various federal tax controversy matters from start to finish. Both examination and collection controversies are addressed.
$79
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Reasonable Compensation Issues & Planning
5.0 average rating (2 reviews)C and S corporations must pay reasonable compensation to shareholder employees. We discuss the reasonable compensation issue for both entity types using case law as a foundation for determining the proper amount.
$79