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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

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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

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 See More

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

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

2022-23 paperback edition of the Enrolled Agent textbook covering all three exams See More

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This course 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

This comprehensive course is designed exclusively for tax preparers and Enrolled Agents. Led by renowned tax expert Dr. Bart Basi, this IRS-approved course offers critical updates and actionable See More

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

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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

This 2-hour IRS-approved course will discuss the categories of itemized deductions on Form 1040. For each category, we will discuss tax law, deduction limitations, and requirements.  See More

Unlock the latest in tax law expertise with our 15-Hour IRS-approved Continuing Education Package. Delivered by industry experts, this package is your key to navigating the complexities of estate & See More

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This course 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

This comprehensive course is designed exclusively for tax preparers and Enrolled Agents. Led by renowned tax expert Dr. Bart Basi, this IRS-approved course offers critical updates and actionable See More

This 2-hour IRS-approved course will discuss the categories of itemized deductions on Form 1040. For each category, we will discuss tax law, deduction limitations, and requirements. See More

This IRS-approved webinar, "Schedule C Updates for Income Tax Filings," happening on February 11th from 1-3 PM, is presented by tax expert Jason Dinesen. This webinar counts for 2 Hours of Federal See More

This IRS-approved webinar, "Choice of Entity and Tax Issues," happening on January 30th from 2-4 PM, is presented by tax expert Jason Dinesen. This webinar counts for 2 Hours of Federal Tax Law for See More

This course will count toward 6 Credit Hours of Federal Tax for your Continuing Education. See More

This course will count toward 4 Credit Hours of Federal Tax for your Continuing Education. See More

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 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

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

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

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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

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

This is for tax offices wanting additional streams of income or wanting to expand the services they offer their clientele.  See More

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

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

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

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

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

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

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

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