CTEC Approved Courses

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

Advance your tax expertise with our CTEC-approved 20-Hour Continuing Education Package for 2025. Dive into the latest federal and California tax updates, ethical guidelines, and specialized topics 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

This IRS-approved course provides a comprehensive understanding of the statutory, regulatory, and ethical standards outlined in Circular 230, a must-know regulation for Tax Preparers and tax Pros. See More

Stay ahead with the latest 2025 Federal Tax Law Updates in this IRS-approved course. Whether you’re navigating new tax brackets, inflation adjustments, or retirement contribution limits, this See More

Tax credits and deductions play a crucial role in minimizing tax liabilities for individuals and businesses. However, understanding eligibility rules, limitations, and IRS compliance requirements can See More

Navigating the complexities of trusts and estates is crucial for all tax pros. This IRS-approved 2-hour course provides a comprehensive guide to wealth transfer strategies, asset protection, and See More

Tax professionals like you face complex challenges and ever-changing regulations. We gathered the top questions from tax pros like you and compiled them into this in-depth IRS-approved course. From See More

As the TCJA tax cuts approach their expiration, uncertainty looms over future tax policies. Presented by Doug Stives, CPA, MBA, this session will break down the key issues, provide expert insights, See More

Equip yourself with the knowledge to assist non-filers in becoming compliant while maximizing their tax benefits. This CTEC course covers IRS penalties and practical strategies for guiding clients See More

Roman A. Basi, Attorney/CPA, delivers expert guidance on analyzing financial situations, determining eligibility, and crafting persuasive proposals to maximize acceptance rates. Gain valuable See More

Navigating the complexities of tax compliance requires a deep understanding of IRS red flags, common filing errors, and strategic tax planning techniques. This course, led by tax expert Doug Stives, See More

Understanding Schedule C tax requirements is crucial to maximizing deductions and minimizing tax liabilities. This in-depth CTEC course walks through key tax strategies, including business See More

Business creation and the evolution of hobby to business drastically influence the preparation of a client’s tax return. Many times, clients will either have questions related to entity formation 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

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 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 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

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 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

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

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

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

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

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

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

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, 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

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

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

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

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

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

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

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

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

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

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

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 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

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