2026 Masterclass: Tax Planning for Seniors and Retirees
Masterclasses are not included with the PASS.
This Masterclass teaches tax professionals practical strategies to reduce tax liability for senior and retired clients. Participants will explore Income-Related Monthly Adjustment Amount (IRMAA) optimization, tax-efficient charitable giving, and recent OBBBA senior deductions. The course examines the mechanics of Health Savings Accounts (HSAs) for retirees, including deductible medical expenses such as long-term care insurance premiums and nursing care. Required Minimum Distribution (RMD) and Roth conversion planning round out multi-year strategies. Beyond mechanics, attendees will gain a structured engagement process for senior tax planning, from discovery to implementation. Case studies illustrate real-world application; emphasis on federal tax content and immediately deployable frameworks.
Due to the interactive nature of this masterclass, space is limited to 100 registrants. A waitlist will be implemented if the limit is reached.
2026 Workshop: Pricing Strategies
AVAILABLE ON DEMAND NOW!
Pricing decisions shape profitability, client relationships, and the long-term sustainability of a tax practice. In this workshop, attendees will explore a range of pricing models used by modern EA and CPA firms, including hourly billing, fixed fees, subscription pricing, and value-based pricing. This session is designed to help practitioners rethink traditional billing methods and develop pricing strategies that support stronger financial outcomes and healthier client relationships.
2025 Masterclass: S Corporations
Great news! We were able to create a Direct-to-on-Demand course from the S Corporation Masterclass.
You can earn 7 CPE/CE by completing S Corporation Essentials.
2024 Masterclass: Tax Research
We created a Direct-to-On-Demand course from this Masterclass. You can earn 5 CPE/CE by completing Tax Research Process.
