Below is a listing of our available courses for tax preparers. The continuing education is approved by the IRS to fulfill your requirements and keep your license.
-
2021 A Client has not filed a Tax Return in Years and Comes to You, Now What? (1 Credit Hour of Federal Tax Law)
Approximately $39 billion of the tax gap is due to nonfilers—taxpayers who do not timely file a required tax return and timely pay the tax due for such delinquent returns. According to the IRS, See More
-
2021 Hot Topic Webinar Series
The tax landscape is changing constantly and trying to keep up can make it seem like you don't have time to actually get work done. That's why we put together our Hot Topic Webinar Series. See More
-
2021 Getting Safely Home in Retirement – Overcoming 8 Risks Facing Your Clients Retirement (1 Credit Hour of Federal Tax Law)
When it comes to retirement planning it is all about focus. But unfortunately, the focus for most people has been on how to get to retirement, rather than how they are going to get through their See More
-
2021 Stretching the Dollar Today for Tomorrow’s Tax Return: Taking Advantage of Recent Federal Tax Updates in 2021 (2 Credit Hours of Federal Tax Law)
Recent tax legislation will have a large impact on small businesses in the United States in 2021 and the foreseeable future. To combat the economic damage suffered by businesses across the United See More
-
2021 15 Hour Continuing Education Package
Brand new for 2021 we have the top experts back with all the latest tax laws and changes in our 2021 15 Hour Continuing Education Package. See More
-
2021 Tax Season Primer: Forms, Deductions and other common issues (2 Credit Hour of Federal Tax Law)
Tax season is always hectic, especially this year with the late start and the various events of 2020, this tax filing season will prove to be different than those of the past. Tax professionals See More
-
2021 Tax Law Changes and How They Affect your Estate/Succession Planning (1 Credit Hour of Federal Tax Law)
As the tax due date approaches, these changes are more important than ever to understand. Due to the various events of 2020, this tax filing season will prove to be different than those of the past. See More
-
2021 The Tax Outlook for 2021: A Post Election Evaluation (1 Credit Hour of Federal Tax Law)
Much has changed, with a new administration there will be lots of changes and updates in tax laws. This course will address the potential impact of the elections and help you understand tax planning See More
-
2021 Tax Planning for Insolvency and the Discharge of Indebtedness (1 Credit Hour of Federal Tax Law)
Join Alan S. Gassman, Esquire for this presentation to review planning for discharge of indebtedness income; business and individual insolvency; creditor protection planning; and other considerations See More
-
2021 Common Tax Questions on Divorce, Alimony, Child/Support, 1099’s and Retirement (1 Credit Hour of Federal Tax Law)
Join two of the top CPA and Tax Attorneys in country as Lacie Henson and Dr. Bart Basi tackle some of the most common and important tax questions on Divorce, Child Support, 1099's and Retirement. See More
-
2021 15 Business Tax Strategies for 2021 (2 Credit Hour of Federal Tax Law)
CPA and Attorney Mark Kohler is presenting 15 of the most common business tax strategies for 2021. More and more people have a side business, LLC or even an S Corp. Learn 15 of the top business tax See More
-
2021 Ultra Unlimited Package
This is for individuals looking for additional streams of income or wanting to expand the services they offer their current clientele. Not only will you get unlimited access to our entire 2021 - See More
-
2021 Cryptocurrency Tax Strategies for 2021 (1 Credit Hour of Federal Tax Law)
Cryptocurrency is rapidly becoming a mainstream investment vehicle for the general public. This one hour course with CPA and Attorney will exam the current tax laws surrounding this popular and See More
-
2021 Tax Planning for Insolvency and the Discharge of Indebtedness (1 Credit Hour of Federal Tax Law) - CTEC
Join Alan S. Gassman, Esquire for this presentation to review planning for discharge of indebtedness income; business and individual insolvency; creditor protection planning; and other considerations See More
-
2021 Common Tax Questions on Divorce, Alimony, Child/Support, 1099’s and Retirement (1 Credit Hour of Federal Tax Law) - CTEC
Join two of the top CPA and Tax Attorneys in country as Lacie Henson and Dr. Bart Basi tackle some of the most common and important tax questions on Divorce, Child Support, 1099's and Retirement. See More
-
2021 15 Business Tax Strategies for 2021 (2 Credit Hour of Federal Tax Law) - CTEC
CPA and Attorney Mark Kohler is presenting 15 of the most common business tax strategies for 2021. More and more people have a side business, LLC or even an S Corp. Learn 15 of the top business tax See More
-
2021 15 Hour Continuing Education Package - CTEC
Brand new for 2021, we have the top experts back with all the latest tax laws and changes in our 2021 15-Hour Continuing Education Package. See More
-
2021 Enrolled Agent 24-Hour Package
This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More
-
LIVE Webinar 10/13/2021: The Latest on Federal Medical Tax Deductions
Join us for LIVE Webinar on 10/13/21 at 2pm-3pm EST. This year more than ever has been unique for many taxpayers as they have been faced with a challenging gauntlet of medical bills See More
-
2021 Best Practices – Compliance & Documentation (2 Credit Hours of Federal Tax Law)
Presented by a practitioner with more than 3 decades of experience, this course will discuss the need for and the format of effective engagement letters designed to put the practitioner-client See More
-
2021 Planning for Social Security (2 Credit Hours of Federal Tax Law)
How do you plan for something that may not may not be there in the future? This is the challenge with Social Security – most people will receive Social Security in their lifetime. What can you do See More
-
2021 International Tax for Business (1 Credit Hour of Federal Tax Law)
Expanding markets have led to global opportunities for businesses, yet the tax consequences of international activities are often misunderstood. This course will introduce the most common concepts See More
-
2021 Understanding Taxes for the Multinational Individual (1 Credit Hour of Federal Tax Law)
Multinational individuals will most often focus on income tax consequences of multinational activities; this approach risks minimization of transfer tax consequences. Non-resident individuals See More
-
2021 Best of Both Worlds - Tax Advantages of Being Both Employed and Self-Employed (1 Credit Hour of Federal Tax Law)
Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews the tax advantages of being employed and self-employed at the same time. See More
-
2021 Basic Income Tax Planning (1 Credit Hour of Federal Tax Law)
Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews Basic Income Tax Planning that will make a difference for you and your See More
-
2021 Travel and Entertainment Update (1 Credit hour of Federal Tax Law)
Travel and Entertainment deductions have had massive changes in recent years, join CPA Doug Stives as he reviews the what is still permissable for deductions under travel and entertainment. See More
-
2021 Understanding Foreign Account Reporting Obligations (2 Credit Hours of Federal Tax Law)
Do we really have to file both the FBAR and Form 8938?! This session distinguishes between foreign accounts and foreign assets, reviews reporting thresholds, outlines the harsh consequences for See More
-
2021 Tax Planning for 2021: A look at current tax law proposals (1 Credit Hour of Federal Tax Law)
Join us with CPA Doug Stives as we take a look at the current tax law proposals and what is likely to happen in the near and not so near future. There are many changes on the horizon. Check out this See More
-
2021 Retirement, Taxes, and Strategies Under the New Administration
As we’ve entered the Biden administration recently, some Americans might soon see differences in saving for retirement, increase in tax rates, and different strategies minimized or diminished. See More
-
2021 Tax Strategies After the SECURE and CARES Acts (1 Credit Hour of Federal Tax Law)
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, See More
-
2021 The Latest on Federal Medical Tax Deductions (1 Credit Hour of Federal Tax Law)
This year more than ever has been unique for many taxpayers as they have been faced with a challenging gauntlet of medical bills and expenses. How can you as a tax preparer advise your clients what See More
-
2021 Year End Tax Law Updates and the 2022 Forecast (2 Credit Hours of Federal Tax Law)
Dr. Bart Basi is back to give us a year end update and forecast for 2022. A lot has changed since January. Due to a new Commander in Chief and a shift in political power in Congress, we have seen See More
-
2022 Form 709 – The Gift Tax Return (2 Credit Hours of Federal Tax Law)
Often ignored by the unwitting taxpayer and overlooked by the practitioner, gift tax returns can be left unfiled. Find out when these returns are due and how to prepare them. An in-depth review See More
-
2022 Common Tax Preparation Questions (1 Credit Hour of Federal Tax Law)
Join CPA Lacie Henson as she discusses some of the most common questions in tax preparation. She'll discuss common 1099 issues as well as a review of all the filing deadlines for various forms. Lacie See More
-
2022 Community Property Issues for Taxpayers On-the-go (2 Credit hours of Federal Tax Law)
Today’s clients are mobile, often traveling, moving, working, or vacationing out-of-state and abroad. Some are married, while others get married far from home. At tax time, it is left to the See More
-
2022 Tax Forms, Schedules, Deductions and Credits that affect 2022 tax returns (2 Credit Hours of Federal Tax Law)
There have been a lot of changes in the tax laws, all the way from new laws to changes in interpretation of existing laws, to regulations that affect the forms and schedules in which tax returns will See More
-
2022 Understanding the Child Tax and Education Credits (2 Credit Hours of Federal Tax Law)
Join Roman Basi and Dr. Bart Basi as they discuss and take an in-depth look at the Advanced Child Tax Credit and Education Credits. This 2-hour course will take a look at the latest legislation See More
-
2022 IRS Dispute Resolution and the Opportunity Zone Tax Credit (2 Credit Hours of Federal Tax Law)
Join Roman Basi and Dr. Bart Basi as they discuss and take an in-depth look at IRS Dispute Resolution and explore credits and deductions using the Opportunity Zone tax credit. This 2-hour course will See More
-
2022 US Tax Issues for Immigrants and Aliens (2 Credit Hours of Federal Tax Law)
US Tax Issues for Immigrants & Aliens They arrive with and without visas to live and work in the US. As these new arrivals settle in, they are confronted by unique tax issues. See More
-
2022 Reducing Liability with Client Engagement Agreements (2 Credit hours of Federal Tax Law)
Reducing Liability with Client Engagement Agreements From engagement agreement to client acceptance and everything in between, this course will offer guidance needed to ensure that See More
-
2022 15 Hour Continuing Education Package - CTEC
Brand new for 2022 we have the top experts back with all the latest tax laws and changes in our 2022 15 Hour Continuing Education Package. See More
-
2022 Tax Issues for US Citizens Living & Working Abroad (2 Credit hours of Federal Tax Law)
Tax Issues for US Citizens Living & Working AbroadWhether here or overseas, US taxpayers face a myriad of issues and must contend with countless special forms. This course will help the See More
-
2022 Tax Issues for American Expatriates (2 Credit Hours of Federal Tax Law)
Tax Issues for American Expatriates Individuals often seek to forfeit their US citizenship or long-term residency status for uniquely personal reasons. Each year, thousands choose to expatriate in See More
-
2022 Mid-Year 1040 Update (2 Credit Hours of Federal Tax Law)
Halfway through the year, 2022, a lot has changed and some things have not. Join us with Doug Stives as he recaps and provides an update on all things 1040-related, see what is likely coming for the See More
-
2022 Common Mistakes, Missed Opportunities and Misunderstandings On Tax Returns (1 Credit Hour of Federal Tax Law)
This 1 hour course will take a look at the most common mistakes that are made on tax returns and how we can identify missed opportunities. Doug Stives will cover several topics – See More
-
2022 Real Estate Tax Update (1 Credit Hour of Federal Tax Law)
This 1-hour course will look at the latest tax laws and updates for Real Estate. There are many tax laws that apply when purchasing and selling real estate, we’ll talk about 1031 exchanges and all See More
-
2022 test sub cancel
The tax landscape is changing constantly and trying to keep up can make it seem like you don't have time to actually get work done. That's why we put together our Hot Topic Webinar Series. See More
-
2022 test sub cancel yearly
2022 test sub cancel yearly See More
-
Build Advisory Services into Your Tax Firm to Increase Your Revenue and Boost Your Clients' Success
Imagine increasing your monthly client revenues by 50%. If that interests you, then consider adding advisory services to your list of client services. This strategic move diversifies your tax See More
-
2022 Estate and Gift Taxation Update (1 Credit Hour of Federal Tax Law)
Join us for a 1-hour course as we look at an Estate and Gift Taxation Update. There have been changes in in recent years on estate and gift taxes. Get the latest updaters on this year’s tax laws See More
-
VIP 2022 15-Hour Exempt AFSP Package
This VIP offer is brand new for 2022! We have our top tax experts back with all the latest tax laws and changes. This package is filled with IRS-approved continuing education courses. See More
-
VIP 2024 Ultra Unlimited Package
The VIP Ultra Unlimited Package is a comprehensive continuing education program designed for tax preparers. It provides an extensive range of courses covering federal tax law updates, ethics, and See More
-
2022 Tax Implications of the Inflation Reduction Act (1 Credit Hour of Federal Tax Law)
The Inflation Reduction Act is a legislative package that includes climate spending, prescription drug pricing reform, and tax reform. It is the most talked about legislation in years, but Tax See More
-
2022 Estates and Gifts, Deductions, and Tax Laws for Real Estate (2 Credit Hours of Federal Tax Law)
This 2-hour course is presented by Doug Stives, CPA, as he takes a deeper dive into various 2022 deductions that are misunderstood and missed, along with many advantages of owning and selling real See More
-
2022 How To Prepare A Fiduciary Return (Form 1041) (2 Credit Hours of Federal Tax Law)
How To Prepare A Fiduciary Return (Form 1041) Reporting the income of trusts and estates is an art that requires juggling oft-competing obligations between the tax authorities, personal See More
-
2022 How To Prepare a Gift Tax Return (2 Hours of Federal Tax Law)
How To Prepare a Gift Tax Return (Form 709) Often ignored by the unwitting taxpayer and overlooked by the practitioner, gift tax returns can be left unfiled. Find out when these returns are due and See More
-
Enrolled Agent textbook covering all three exams
2022-23 paperback edition of the Enrolled Agent textbook covering all three exams See More
-
2023 Tax Outlook and Hot Topics (2 Credit Hours of Federal Tax Law)
This course covers tax rate updates, Qualified Business Income deductions, IRS issues, tax credits, deductions, what the inflation reduction act of 2022 has changed, S Corp updates, and more. Plus, See More
-
LIVE WEBINAR: 4/25: 2pm EST: Earn More for Your Cleanup Projects: Increase Profits, Improve Efficiency, and Reduce Stress
2023: Earn More for Your Cleanup Projects: Increase Profits, Improve Efficiency, and Reduce Stress Once tax season is over, it’s time to reflect on what went right and what could be done better. See More
-
2023 Common Questions and Tax Updates (1 Credit Hour of Federal Tax Law)
This course will share the most asked questions and answers among tax preparers, including important filing deadlines, tax refund questions, tax payment information, home office deductions, IRA info, See More
-
2023 Business Entity Selection and Tax Advantages & Real Estate Tax Laws (2 Credit Hours of Federal Tax Law)
This course covers business entity selection, real estate tax laws, limited liability companies, sole proprietorships, general partnerships, limited partnerships, series LLCs, subchapter s See More
-
2023 The Latest on Credit and Deductions (1 Credit Hour of Federal Tax Law)
Get updated with the latest tax changes in 2023 and learn about essential credits and deductions, including Child Tax Credit, Dependent Care Credit, Charitable donation deductions, form 2106, See More
-
2023 Estate Planning (2 Credit Hours of Federal Tax Law)
Estate planning is important for everyone, not just the wealthy. Tax preparers should learn the basics of estate planning to help their clients save money and protect their assets. This course will See More
-
2023 Understanding Critical Forms, Schedules, Credits, and Deductions (2 Credit Hours of Federal Tax Law)
This course will teach you about tax credits and deductions, including the difference between them, how to claim them, and which ones may apply to your clients. It will also cover Form 1040 and its See More
-
2023 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hours of Federal Tax Law)
In this course, Doug Stives will review common tax return mistakes and missed opportunities, such as deductions, credits, dependents, medical dependents, depreciation, carry forwards, carrybacks, tax See More
-
2023 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hours of Federal Tax Law) - CTEC
In this webinar, Doug Stives will review common tax return mistakes and missed opportunities, such as deductions, credits, dependents, medical dependents, depreciation, carry forwards, carrybacks, See More
-
2023 Understanding Critical Forms, Schedules, Credits, and Deductions (2 Credit Hours of Federal Tax Law) - CTEC
This course will teach you about tax credits and deductions, including the difference between them, how to claim them, and which ones may apply to your clients. It will also cover Form 1040 and its See More
-
2023 Estate Planning (2 Credit Hours of Federal Tax Law) - CTEC
Estate planning is important for everyone, not just the wealthy. Tax preparers should learn the basics of estate planning to help their clients save money and protect their assets. This course will See More
-
2023 The Latest on Credit and Deductions (1 Credit Hour of Federal Tax Law) - CTEC
Get updated with the latest tax changes in 2023 and learn about essential credits and deductions, including Child Tax Credits, Charitable donations, electric vehicles, alimony, and more. See More
-
2023 Business Entity Selection and Tax Advantages & Real Estate Tax Laws (2 Credit Hours of Federal Tax Law) - CTEC
Learn the pros and cons of business entities and the tax advantages of each, plus learn how to minimize real estate taxes for your clients with this 2-hour course. See More
-
2023 Common Questions and Tax Updates (1 Credit Hour of Federal Tax Law) - CTEC
This course will share the most asked questions and answers among tax preparers, including important filing deadlines, tax refund questions, tax payment information, home office deductions, IRA info, See More
-
2023 Tax Outlook and Hot Topics (2 Credit Hours of Federal Tax Law) - CTEC
This course covers tax rate updates, Qualified Business Income deductions, IRS issues, tax credits, deductions, what the inflation reduction act of 2022 has changed, S Corp updates, and more. Plus, See More
-
2023 The Importance of Client Engagement Agreements (2 Credit Hours of Federal Tax Law)
Learn how to create effective engagement letters that protect you from malpractice and put your client relationships on solid footing. This course will provide you with the tools and resources you See More
-
2023 The Importance of Client Engagement Agreements (2 Credit Hours of Federal Tax Law) - CTEC
Learn how to create effective engagement letters that protect you from malpractice and put your client relationships on solid footing. This course will provide you with the tools and resources you See More
-
2023 Form 1040 or 1040-NR – Which form do you file? Part 1: Immigrants & Non-resident Aliens (2 Credit Hours of Federal Tax Law)
This course covers how to determine residency for federal tax purposes, report the income of NRAs, and make appropriate entries on Form 1040-NR. Plus, learn about available elections and tax credits, See More
-
2023 Form 1040 or 1040-NR – Which form do you file? Part 1: Immigrants & Non-resident Aliens (2 Credit Hours of Federal Tax Law) - CTEC
This course covers how to determine residency for federal tax purposes, report the income of NRAs, and make appropriate entries on Form 1040-NR. Plus, learn about available elections and tax credits, See More
-
2023 Form 1040 or 1040-NR – Which form do you file? Part 2: US Citizens & Resident Aliens (2 Credit Hours of Federal Tax Law)
This course covers the filing requirements for US citizens living abroad, including the foreign-earned income exclusion and the foreign tax credit. Plus, learn about information for military See More
-
2023 Form 1040 or 1040-NR – Which form do you file? Part 2: US Citizens & Resident Aliens (2 Credit Hours of Federal Tax Law) - CTEC
This course covers the filing requirements for US citizens living abroad, including the foreign-earned income exclusion and the foreign tax credit. Plus, learn about information for military See More
-
VIP 2024 18-Hour Non-Exempt AFSP Package
Prepare for the Annual Filing Season Program with our IRS-approved VIP 18-hour continuing education package. It includes the 6-hour Annual Federal Tax Refresher (AFTR) and topics such as IRS dispute See More
-
VIP 2024 15-Hour Exempt IRS Approved Package
Unlock the latest in tax law expertise with our 2024 VIP 15-Hour IRS-approved Continuing Education Package. Delivered by industry experts, this package is your key to navigating the complexities of See More
-
2023 Mid-Year Update And Wake-Up Call (2 Credit Hours of Federal Tax Law)
It’s the much-anticipated Mid-Year Update from Doug Stives! If you want to make changes with your clients, if you want them to get the refund they expect, then make sure to attend! See More
-
2023 Mid-Year Update And Wake-Up Call (2 Credit Hours of Federal Tax Law) - CTEC
It’s the much-anticipated Mid-Year Update from Doug Stives! If you want to make changes with your clients, if you want them to get the refund they expect, then make sure to attend! See More
-
2023 Entity Selection for Small Businesses Which One is Best? (1 Credit Hour of Federal Tax Law)
Learn how to choose the right business entity for small businesses in this comprehensive course. Covers the different types of business entities, factors to consider when choosing an entity, and how See More
-
2023 Entity Selection for Small Businesses Which One is Best? (1 Credit Hour of Federal Tax Law) - CTEC
Learn how to choose the right business entity for small businesses in this comprehensive course. Covers the different types of business entities, factors to consider when choosing an entity, and how See More
-
2023 Deductions And Credits - A Review And Analysis (2 Credit Hours of Federal Tax Law)
Learn about the most important deductions and credits that you can claim for your clients on their 2023 tax returns. This course covers all of the major changes to the tax code for 2023, and it See More
-
2023 Deductions And Credits - A Review And Analysis (2 Credit Hours of Federal Tax Law) - CTEC
Learn about the most important deductions and credits that you can claim for your clients on their 2023 tax returns. This course covers all of the major changes to the tax code for 2023, and it See More
-
2023 Evolving Retirement Law with Secure Act 2.0 (1 Credit Hour of Federal Tax Law)
Learn about the challenges facing those who are planning for retirement and find out about current changes that have been made with the passing of Secure Act 2.0 to help retirees deal with a new See More
-
2023 Evolving Retirement Law with Secure Act 2.0 (1 Credit Hour of Federal Tax Law) - CTEC
Learn about the challenges facing those who are planning for retirement and find out about current changes that have been made with the passing of Secure Act 2.0 to help retirees deal with a new See More
-
2023: How To… Value Assets For Tax Purposes (2 Credit Hours of Federal Tax Law)
Learn how to value assets for tax purposes in this informative webinar. We will cover various valuation methodologies, charitable contributions, art appraisals, fraudulent schemes, and what makes an See More
-
2023: How To… Value Assets For Tax Purposes (2 Credit Hours of Federal Tax Law) - CTEC
Learn how to value assets for tax purposes in this informative webinar. We will cover various valuation methodologies, charitable contributions, art appraisals, fraudulent schemes, and what makes an See More
-
2023 Tax Laws: What Will Congress Do Next? (1 Credit Hour of Federal Tax Law)
Learn about the latest tax changes and how to protect your clients from traps and tricks with the 2023 Tax Laws: What Will Congress Do Next? course. This course is designed for tax preparers who want See More
-
2023 Tax Laws: What Will Congress Do Next? (1 Credit Hour of Federal Tax Law) - CTEC
Learn about the latest tax changes and how to protect your clients from traps and tricks with the 2023 Tax Laws: What Will Congress Do Next? course. This course is designed for tax preparers who want See More
-
2023 The Top 15 Reasons Why People Run Out of Money in Retirement (1 Credit Hour of Federal Tax Law) - CTEC
Discover the 15 common retirement mistakes and learn how to help your clients secure their financial stability in retirement. Gain insights on maximizing retirement funds and making informed See More
-
2023 The Top 15 Reasons Why People Run Out of Money in Retirement (1 Credit Hour of Federal Tax Law)
Discover the 15 common retirement mistakes and learn how to help your clients secure their financial stability in retirement. Gain insights on maximizing retirement funds and making informed See More
-
2023 How to… report IRD & GST Part I: Income in Respect of Decedent (2 Credit Hours of Federal Tax Law)
Learn about Income in Respect of a Decedent (IRD) and how to report it for tax purposes. This course will cover the definition of IRD, the types of income that are considered IRD, how to calculate See More
-
2023 How to… report IRD & GST Part I: Income in Respect of Decedent (2 Credit Hours of Federal Tax Law) - CTEC
Learn about Income in Respect of a Decedent (IRD) and how to report it for tax purposes. This course will cover the definition of IRD, the types of income that are considered IRD, how to calculate See More
-
2023 How to… report IRD & GST Part II: The Generation-skipping Tax (2 Credit Hours of Federal Tax Law) - CTEC
Learn how to report the Generation-skipping Tax (GST) in this course. We will cover the historical background of the GST, identifying related, unrelated, and entity skip “persons,” applying the See More
-
2023 How to… report IRD & GST Part II: The Generation-skipping Tax (2 Credit Hours of Federal Tax Law)
Learn how to report the Generation-skipping Tax (GST) in this course. We will cover the historical background of the GST, identifying related, unrelated, and entity skip “persons,” applying the See More
-
2023/2024 Year-End Tax Planning and Tax Season Preview (2 Credit Hours of Federal Tax Law)
Get ready for 2024 with our 'Year-End Tax Planning and Tax Season Preview' course. We'll cover everything from practice challenges and solutions, updates in tax brackets, QCD, avoiding tax penalties, See More
-
2023/2024 Year-End Tax Planning and Tax Season Preview (2 Credit Hours of Federal Tax Law) - CTEC
Get ready for 2024 with our 'Year-End Tax Planning and Tax Season Preview' course. We'll cover everything from practice challenges and solutions, updates in tax brackets, QCD, avoiding tax penalties, See More
-
2023 HSA, HRA, FSA, and more year-end tax strategies (2 Credit Hours of Federal Tax Law) - CTEC
Join our expert-led webinar on "HSA, HRA, FSA, and More Year-End Tax Strategies" to master healthcare benefits and tax-saving techniques. Learn about self-insured health benefits, important See More
-
2023 HSA, HRA, FSA, and more year-end tax strategies (2 Credit Hours of Federal Tax Law)
Join our expert-led webinar on "HSA, HRA, FSA, and More Year-End Tax Strategies" to master healthcare benefits and tax-saving techniques. Learn about self-insured health benefits, important See More
-
2024 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law)
Stay ahead with in-depth insights into tax brackets, credits, retirement plans, electric vehicle incentives, and more with our comprehensive 3-hour course on 2024 New Tax Law Updates, tailored for See More
-
2024 Ethics Circular 230 (2 Credit Hours of Ethics)
This course offers an unparalleled look into the ethical framework guiding tax professionals. Understand the full scope of Circular 230, from conflict of interest to obligations and penalties, See More
-
2024 Annual Federal Tax Refresher (AFTR) - 6 Credit Hours of Annual Federal Tax Refresher
The Annual Federal Tax Refresher (AFTR) is IRS-approved and follows the AFTR outline, which covers all domains, including new tax laws, general review topics, and essential practices and procedures. See More
-
2024 Ethics Circular 230 (2 Credit Hours of Ethics) - CTEC
Master the ethical standards and compliance requirements of tax practice with our comprehensive course on Circular 230. Learn to navigate complex regulations and uphold the highest ethical standards See More
-
2024 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law) - CTEC
Stay ahead with in-depth insights into tax brackets, credits, retirement plans, electric vehicle incentives, and more with our comprehensive 3-hour course on 2024 New Tax Law Updates, tailored for See More
-
2024 Unlimited Access Package - CTEC
Elevate your tax expertise with our CTEC-approved training program. Over 100 hours of expert-led instruction cover everything from federal updates to California-specific tax laws. See More
-
2024 IRS Dispute Resolution & Installment Agreements (2 Credit Hours of Federal Tax Law)
Maximize your tax resolution skills with our expert-led course on navigating IRS disputes, installment agreements, and offers in compromise. Enhance your ability to secure the best outcomes for your See More
-
2024 IRS Dispute Resolution & Installment Agreements (2 Credit Hours of Federal Tax Law) - CTEC
Maximize your tax resolution skills with our expert-led CTEC-approved course on navigating IRS disputes, installment agreements, and offers in compromise. Enhance your ability to secure the best See More
-
2024 Estate & Succession Tax Laws (2 Credit Hours of Federal Tax Law)
Unlock advanced strategies in estate and succession planning to secure your clients' financial legacies. This 2-hour course is a must-attend for tax professionals looking to deepen their expertise in See More
-
2024 My Client Has Not Filed a Tax Return in Years, Now What? (2 Credit Hours of Federal Tax Law)
Unlock the secrets to managing clients with unfiled tax returns in our exclusive webinar led by Doug Stives, CPA. Discover effective strategies for tax preparers to navigate the complexities of back See More
-
2024 My Client Has Not Filed a Tax Return in Years, Now What? (2 Credit Hours of Federal Tax Law) - CTEC
Unlock the secrets to managing clients with unfiled tax returns in our exclusive course led by Doug Stives, CPA. Discover effective strategies for tax preparers to navigate the complexities of back See More
-
2024 Common Mistakes On Tax Returns And IRS Pitfalls (2 Credit Hours of Federal Tax Law)
Join CPA Doug Stives for an insightful course on avoiding common tax return errors and navigating IRS pitfalls. Learn how to enhance your tax filing strategies and reduce audit risks. See More
-
2024 Common Mistakes On Tax Returns And IRS Pitfalls (2 Credit Hours of Federal Tax Law) - CTEC
Join CPA Doug Stives for an insightful course on avoiding common tax return errors and navigating IRS pitfalls. Learn how to enhance your tax filing strategies and reduce audit risks. See More
-
2024 15-Hour Exempt AFSP Package
Unlock the latest in tax law expertise with our 2024 15-Hour IRS-approved Continuing Education Package. Delivered by industry experts, this package is your key to navigating the complexities of See More
-
2024 18-Hour Non-Exempt AFSP Choose Your Package
Fulfill the Annual Filing Season Program requirements with your choice of IRS-Approved courses. The 6-hour Annual Federal Tax Refresher and 2 hours of ethics are included. YOU choose the rest. See More
-
2024 15-Hour IRS-Approved Choose Your Package
You choose the IRS-approved courses to stay on top of 2024 tax changes. 3 hours of Federal Tax Law Updates and 2 hours of ethics are included, so you choose 10 hours of Federal Tax Law Related Topics! See More
-
2024 18-Hour Non-Exempt AFSP Package
Prepare for the Annual Filing Season Program with our IRS-approved 18-hour continuing education package. It includes the 6-hour Annual Federal Tax Refresher (AFTR) and topics, including IRS dispute See More
-
2024 User Submitted Questions (1 Credit Hour of Federal Tax Law)
This course, presented by Lacie Henson, CPA, dives into a curriculum formed by the inquiries and dilemmas faced by tax professionals nationwide. From advanced tax law updates to practical See More
-
2024 Estate & Succession Tax Laws (2 Credit Hours of Federal Tax Law) -CTEC
Unlock advanced strategies in estate and succession planning to secure your clients' financial legacies. This 2-hour course is a must-attend for tax professionals looking to deepen their expertise in See More
-
2024 User Submitted Questions (1 Credit Hour of Federal Tax Law) - CTEC
This course, presented by Lacie Henson, CPA, dives into a curriculum formed by the inquiries and dilemmas faced by tax professionals nationwide. From advanced tax law updates to practical See More
-
2024 Real Estate Tax Laws and Rental Property Rules Part 1 (2 Credit Hours of Federal Tax Law)
Are you leveraging every tax advantage available for your client's real estate investments? This comprehensive course will explore strategic ownership decisions, depreciation benefits, tax deferral See More
-
2024 Enrolled Agent 16-Hour Package
Maintain your Enrolled Agent Credential with our 16-hour package of IRS-approved courses. Top presenters cover cutting-edge topics in Federal Tax Law, Ethics, dispute resolutions, and more, with See More
-
2024 Real Estate Tax Laws and Rental Property Rules Part 1 (2 Credit Hours of Federal Tax Law) - CTEC
Are you leveraging every tax advantage available for your client's real estate investments? This comprehensive course explores strategic ownership decisions, depreciation benefits, tax deferral See More
-
2024 15-Hour Continuing Education Package - CTEC
Stay updated with our 15-hour CTEC-approved course on the latest tax laws, tackle complex tax scenarios, and learn practical strategies for real estate, an IRS dispute, and more. It is ideal for tax See More
-
2024 Real Estate Tax Laws and Rental Property Rules Part 2: More Laws & Guidelines (2 Credit Hours of Federal Tax Law)
In our 2-hour course, 2024 Real Estate Tax Laws and Rental Property Rules Part 2: More Laws & Guidelines, tax preparers will gain a deeper understanding and application of the complex laws and See More
-
2024 Real Estate Tax Laws and Rental Property Rules Part 2: More Laws & Guidelines (2 Credit Hours of Federal Tax Law) - CTEC
In our 2-hour course, 2024 Real Estate Tax Laws and Rental Property Rules Part 2: More Laws & Guidelines, tax preparers will gain a deeper understanding and application of the complex laws and See More
-
2024 Enrolled Agent 24-Hour Package
The 2024 24-Hour Enrolled Agent Package offers a thorough update on federal tax laws, ethical guidelines, and practical strategies. It includes expert-led courses on topics like IRS dispute See More
-
2024 What You Need to Know About Estate and Gift Planning – It's Not Just for the Wealthy (2 Credit Hours of Federal Tax Law)
This course demystifies the complexities of estate and gift planning. This session highlights that estate planning is essential for everyone, not just the wealthy. Doug Stives will delve into various See More
-
2024 What You Need to Know About Estate and Gift Planning – It's Not Just for the Wealthy (2 Credit Hours of Federal Tax Law) - CTEC
This course demystifies the complexities of estate and gift planning. This session highlights that estate planning is essential for everyone, not just the wealthy. Doug Stives will delve into various See More
-
2024 Penalties, Fines, And Interest and How to Work with The IRS To Get Them Reduced And/Or Eliminated (1 Credit Hour of Federal Tax Law)
Have you ever had a client who has faced IRS penalties, fines, and interest and needs to consider the next steps? Did you know that The IRS is generally willing to work with you? This course is See More
-
2024 Mid-Year Wake-Up Call (2 Credit Hours of Federal Tax Law)
Join us for the Mid-Year Update with Doug Stives! This session is crucial for tax preparers aiming to enhance client outcomes and ensure their clients receive the expected refunds. See More
-
2024 Mid-Year Wake-Up Call (2 Credit Hours of Federal Tax Law) - CTEC
As we reach the midpoint of the year, it's vital for CTEC preparers to stay proactive and informed. This course, led by Doug Stives, is designed to help you assist your clients in achieving their See More
-
2024 Penalties, Fines, And Interest and How to Work with The IRS To Get Them Reduced And/Or Eliminated (1 Credit Hour of Federal Tax Law) - CTEC
Have you had clients facing IRS penalties, fines, and interest and need to know the next steps? Did you know that The IRS is generally willing to work with you? This course is presented by Dr. Bart See More
-
2024 Business Entity Selection and Tax Implications (2 Credit Hours of Federal Tax Law)
Join our expert-led course, presented by Doug Stives, CPA, MBA, designed specifically for tax preparers looking to deepen their understanding of business entity selection and its tax implications. See More
-
2024 Business Entity Selection and Tax Implications (2 Credit Hours of Federal Tax Law) - CTEC
Join our expert-led course, presented by Doug Stives, CPA, MBA, designed specifically for tax preparers looking to deepen their understanding of business entity selection and its tax implications. See More
-
2024 Estate and Gift Tax Returns (1 Credit Hour of Federal Tax Law)
Dr. Bart is back and ready to provide the answers to the biggest questions surrounding Estate and Gift Taxes. This course is presented by Dr. Bart Basi, a renowned tax law and financial planning See More
-
2024 Estate and Gift Tax Returns (1 Credit Hour of Federal Tax Law) - CTEC
Join Dr. Bart as he returns to address the most pressing questions on Estate and Gift Taxes in this CTEC-approved, IRS-approved course. Dr. Bart Basi, an esteemed expert in tax law and financial See More
-
2024 Usual and Unusual Deductions and Tax Credits (2 Credit Hours of Federal Tax Law)
Unlock the secrets to maximizing deductions and credits for your clients in 2024 with our comprehensive course on Usual and Unusual Deductions and Credits. As Congress continues to make Tax Law more See More
-
2024 Usual and Unusual Deductions and Tax Credits (2 Credit Hours of Federal Tax Law) - CTEC
Unlock the secrets to maximizing deductions and credits for your clients in 2024 with our comprehensive course on Usual and Unusual Deductions and Credits. As Congress continues to make Tax Law more See More
-
LIVE WEBINAR: 11/21: 10am EST 2024 FBAR, FinCEN, and Beyond: Step-by-step compliance (2 Credit Hours of Federal Tax Law)
Per the Bank Secrecy Act, every year, you must report certain foreign financial accounts, such as bank accounts, brokerage accounts, and mutual funds, to the Treasury Department and keep certain See More
-
2024 A Deeper Dive into The Most Requested Tax Topics (2 Credit Hours of Federal Tax Law)
This comprehensive IRS-approved tax topic course is designed based on feedback from tax professionals like you. You told us that you want to know more about these tax topics, and now we have Doug See More
-
LIVE WEBINAR: 12/10: 2pm EST 2024 End-of-Year Tax Check-In and 2025 Preview (2 Credit Hours of Federal Tax Law)
Join Dr. Bart Basi for an insightful, IRS-approved webinar for tax preparers, Enrolled Agents, accountants, financial advisors, and more. This session will provide crucial updates on tax credits, See More
-
LIVE WEBINAR: 11/26: 2pm EST 2024 Form 1099-MISC and 1099-NEC (2 Credit Hours of Federal Tax Law)
This webinar will cover the latest updates for Form 1099-MISC and 1099-NEC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, See More
-
The Client Consult, How to Strategize, Plus Real Estate Tax Strategies, Healthcare and More
This course will count toward 6 Credit Hours of Federal Tax for your Continuing Education. See More
-
Critical Forms and Schedules (4 Credit Hours)
This course will count toward 4 Credit Hours of Federal Tax for your Continuing Education. See More
-
2 Day Tax Business Builders Bootcamp
Mark Kohler's Tax Business Builder Boot Camp will give you actionable strategies that you can use to grow your tax business today. See More
-
Customer Database Management Email Marketing Part 1
Customer database management is extremely important in any business and especially in the tax world because repeat business is critical to success. In this module we'll discuss Customer Relationship See More
-
Referral Systems and Client Outreach
Referrals, referrals, referrals. Are you asking for them? Are you getting them? Referrals are super important to both you and the customer. In this module we'll discuss various strategies for getting See More
-
Defining Your Niche and the Marketing Plan Building Blocks
Do you have a marketing plan? What is your area of expertise? Who is your ideal client? First, everyone, regardless of how big or how small must have a marketing plan Think of it like this - even if See More
-
Website Management and the Marketing Funnel
How does your website look? Is it generating revenue and leads? If it is isn't you need to check out this module. You website is your digital storefront, it should look professional, modern and See More
-
E-Books, Blogging and Podcasts
In this module we'll discuss simple and cost effective ways to create content with E-books, blogging and podcasts. Constantly publishing relevant content is how you engage with your audience. This See More
-
Videos, Webinars, Seminars and Smart Phone Apps
Online video has grown exponentially in recent years. Creating online video is among the easier things to do. In this module we'll discuss how to quickly and inexpensively deliver video content to See More
-
Social Media Advertising and Marketing
Social media is sometimes the enigma of marketing. Many people will tell you that no matter how much of of a presence your company has on FaceBook, YouTube and Twitter that it just doesn't generate See More
-
Email Marketing Part 2, The Marketing Funnel and Bringing it all Together
Now that you have all pieces it is time to put it all together and build your marketing plan. In this module we'll discuss and summarize the various strategies discussed in previous modules and how See More
-
The Tax Business Builder Bundle
This bundle of online modules is everything you need to build your tax business. These modules are led by CPA, attorney, best-selling author, and radio show host Mark Kohler. Mark has built a See More
-
Partnership Tax and Asset Protection Strategies (2 Credit Hours)
Working with partners, raising capital and structuring debt are something that affects most business owners. But what are the tax implications of each? In this 2 hour course we will look at the See More
-
2016 24 Hour Enrolled Agent (EA) Continuing Education Package
This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More
-
2016 16 Hour Essential Enrolled Agent (EA) Package
This Continuing Education Package contains 16 Hours of IRS approved courses that will provide you the minimum required hour for your Enrolled Agent Credential. This course package is delivered See More
-
2017 Federal Tax Law Updates (3 Credit Hours)
Stay up to date and current on the latest tax law updates with this three hour online course. Dr. Basi and Roman Basi - both CPA's and attorney's at law will discuss the latest updates so you can be See More
-
2017 16 Hour EA Continuing Education Package
This Continuing Education Package contains 16 Hours of IRS approved courses that will provide you the minimum required hour for your Enrolled Agent Credential. This course package is delivered See More
-
2017 24 Hour EA Continuing Education Package
This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More
-
Circular 230: What You Need to Know About Ethics
In this course we'll review circular 230 and the relevant subsections. CPA and Attorney Dr. Bart Basi along with Attorney Roman Basi will cover an in depth background of Circular 230. See More
-
Tax Strategy Update (2 Credit Hours)
There are tax updates every year and that means that you may need to adjust the tax strategy for your clients. In this 2 hour course CPA and Attorney Mark Kohler will review tax strategy updates See More
-
Federal Tax Law Updates 2017 (3 Credit Hours)
Stay up to date and current on the latest tax law updates with this three hour online course. Dr. Basi and Roman Basi - both CPA's and attorney's at law will discuss the latest updates so you can be See More
-
Asset Protection Basics and Small Business Consulting (4 Credit Hours)
CPA and Attorney Mark Kohler will review asset protection basics and the in's and out's of small business consulting in this 4 hour course. Understanding the tax implications of various types of See More
-
On the Subject of Asset Evaluation (1 Credit Hour)
Understanding asset valuation is important for tax professionals. In this one hour course we will bread down the types of assets such as stocks, bonds, buildings, equipment and other intangible See More
-
Estate Planning Basics (1 Credit Hour)
In this one hour course we will discuss estate planning basics and their tax implications. Estate planning is something that every client needs to consider. Understanding the basics will help you See More
-
The Life Cycle of Real Estate (1 Credit Hour)
Owning real estate comes with many tax implications. It's important to understand the closing to closing cycle of real estate so you can make sure you have the latest information to provide your See More
-
The Retirement Crisis (1 Credit Hour)
With the aging Baby Boomer population entering full time retirement we are at retirement crisis on many levels. In this course we'll discuss the tax implications to individuals as they transition to See More
-
Amazon Laws and the Rise of Technology (1 Credit Hour)
More and more people are selling more things online than ever before. In this one hour course we'll discuss the current tax laws around Amazon and other e-commerce platforms a and review the tax See More
-
Capital Gains v. Ordinary Income and Snazzy Lesser Known Stuff (2 Credit Hours)
As tax preparer it is important to know the differences between ordinary income and capital gains. Capital gains such at income from stocks, real estate or other investments. Capital gains have very See More
-
New 16 Hour EA Continuing Education Package
This Continuing Education Package contains 16 Hours of IRS approved courses that will provide you the minimum required hour for your Enrolled Agent Credential. This course package is delivered See More
-
2017 24 Hour EA Continuing Education Package
This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More
-
Unlimited Access Package
Get access to 49 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies then See More
-
Advanced Bookkeeping Course (3 Hours)
Using simple, easy-to-understand discussion, illustrations and note sheets, this focused course with video lessons teaches you the basic understanding of the financial tools "debits" and "credits". See More
-
Quickbooks Course (5 Hours)
Along with examining how to navigate and understand how QuickBooks™ works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to See More
-
Bookkeeper Bundle with QuickBooks
Bookkeeping Course:Using simple, easy-to-understand discussion, illustrations and note sheets, this 4.5 hour course with over 50 video lessons teaches you the basic building blocks of how money is See More
-
Unlimited Access Package
Get access to 55 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies then See More
-
2024 Ultra Unlimited Enterprise Package
This is for tax offices wanting additional streams of income or wanting to expand the services they offer their clientele. See More
-
2021 Ethics Circular 230 (2 Credit Hours of Ethics)
Join CPA and Attorney Roman Basi for this two hour course on Circular 230. Freshly updated for 2021 Roman will cover an in-depth background of Circular 230 and how these all important regulations See More
-
2021 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law)
Make sure you are current and stay ahead of all of the latest changes to Federal Tax Laws. Last year everything changed with the Tax Cuts and Jobs Act introducing the most significant tax law changes See More
-
2021 20 Hour Continuing Education Package - CTEC
Brand new for 2021: It’s all changed, again. One year after massive changes for the Tax Cuts and Jobs Act there are brand new changes for 2021. See More
-
2021 Ultra Unlimited Access Package - CTEC
If you like to learn and want to stay up on all the latest tax codes and strategies then this package is definitely for you. See More
-
2022 Ethics Circular 230 (2 Credit Hours of Ethics)
Join CPA and tax attorney Roman Basi as he covers the latest updates and what you need to know about Circular 230. Freshly updated, Roman will cover an in-depth background of Circular 230 and review See More
-
2022 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law)
Take a deep dive with Dr. Bart Basi as he discusses all of the latest changes for 2022. First, he'll cover all the latest updates to tax brackets. Find out all important thresholds and inflation See More
-
2022 20 Hour Continuing Education Package - CTEC
Brand new for 2022: It’s all changed, again. One year after massive changes for the Tax Cuts and Jobs Act there are brand new changes for 2022. See More
-
2023 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law)
Learn the latest 2023 Tax Law changes. This 3-Hour course covers everything you need to know, including tax brackets, tax threshold updates, tax credits, depreciation, and special rules and unusual See More
-
2023 Ethics Circular 230 (2 Credit Hours of Ethics)
Ethics Circular 230 covers conflict of interest, ethical responsibilities, obligations, and penalties, with real-life case examples. Understand and define Circular 230, review tax returns, and gain See More
-
2023 Ethics Circular 230 (2 Credit Hours of Ethics) - CTEC
Learn the latest updates for 2023 and how to comply with Circular 230. This course covers conflict of interest, ethical responsibilities, obligations, and penalties, with real-life case examples. See More
-
2023 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law) - CTEC
3-hour course covers 2023 tax law changes and updates, including tax brackets, tax credits, depreciation, worker classification, and bankruptcy. Learn how the changes affect you and your clients. See More
-
2024 20-Hour Continuing Education Package - CTEC
Advance your tax expertise with our CTEC-approved 20-Hour Continuing Education Package for 2024. Dive into the latest federal and California tax updates, ethical guidelines, and specialized topics See More