Individual CTEC Courses

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 in 50 years. With all that happened last year, what is on tap in 2020 for an encore? 

Join CPA and Attorney Roman Basi for this two hour course on Circular 230. Freshly updated for 2020 Roman will cover an in-depth background of Circular 230 and how these all important regulations apply to all tax professionals. This course will examine the many rules and restrictions that govern tax professionals and their penalties to help you make sure you are up to date and current for 2020. .

Estate Planning is one of the critical areas that affects nearly all taxpayers at some point.The importance of filing estate income on your federal income tax return is huge. Make sure you understand how to set up and account for estate income with Attorney and CPA Roman Basi in this 1 hour course.

Financial planning and investments are things that affect nearly every taxpayer. Another topic that becoming more and more prevalent is the tax laws around foreign income. Also included in this three hour course are IRS Disciplinary Procedures. This course will cover all three topics so you are prepared for this coming tax season.

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.

There are specific tax laws, rules, and benefits that come with each type of entity. Find out the latest in 2019 with CPA and Attorney Mark Kohler who will guide you through three hours of instruction on these topics plus discuss the importance of the Revocable Living Trust as well other types of trusts.

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 in 50 years. With all that happened last year, what is on tap in 2019 for an encore? 

CPA, Attorney, and author Mark Kohler presents some of the most talked about changes since the rollout of the Tax Cuts and Jobs Act.

Deductions and Healthcare are hot topics for tax professionals because so much has changed. Make sure you are up to speed on all the latest changes plus find out the strategies and rules regarding paying family members as employees.

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New for 2019, CPA and Attorney Dr. Bart Basi delivers 3 hours of how the latest tax laws impact businesses. A lot has changed since the implementation of the Tax Cuts and Jobs Act, in fact, there were additional TCJA laws that are now in effect for 2019.

Nearly everything that takes place in the day to day operation of any business is related to various types of transactions. Whether it’s an exchange, non-exchange, or business transaction, there are various rules and benefits for each under Federal Tax Law.

CPA and Attorney Mark Kohler will cover 1 hour of the latest, most critical changes on the Tax Cuts and Job Act and the very latest for 2019.

This course, presented by CPA and Attorney Roman Basi, will cover the 2019 proposed regulations on IRC 199A. Pass through deductions were one of the many big changes from the Tax Cuts and Jobs Act. In this course, Roman will present a 1-hour overview on proposed regulation regarding trade or business income deductions under Sec. 199A.

This basic level course is ideal for anyone who is a novice or needs a fundamental refresher. Home office deductions and the changes to the under the Tax Cuts and Jobs Act are also covered.

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.

There have been major changes to many deductions with the new Tax Cuts and Jobs Act. In this three hour course, we'll cover the major changes that affect Auto Deductions for business owners, review the changes to the standard deductions, provide meals and entertainment update, and also pet deductions and RV deductions.

Data security and cyber security are crucial in the world today. These days people sell your data and online identity on the dark web, people can add your information to a shopping cart and check out like they are purchasing it on Amazon. As a tax preparer, you are trusted with people's most sensitive financial information. In this one hour course, we will discuss data and cyber security, the recommendations and guidelines by the Internal Revenue Service and how you can make sure you and your client's info is not being bought and sold!

More and more people have multiple income streams and it is important as a tax preparer to understand the tax rules for these various types of income. Freelance work is more and more popular and this year there was a lot of buzz around cryptocurrency. Find out how the current tax law and new changes affect these types of income.

With the Tax Cuts and Jobs Act, we have seen the most dramatic change in the tax code in the last 30-40 years. Major changes to standard deductions, itemization and business expenses are just a few of the topics that are covered in this 3-hour course. This course covers Federal Tax Law Updates and the impacts of the Tax Cuts and Jobs Act.

Inevitably there will be times where there is a dispute with a tax return by the Internal Revenue Service. As a tax return preparer, understanding the resolution process and the appeals process is critical to understand. Understanding this process to educate and advise your clients is a must!

This 2 hour course will cover the changes that have occurred to the form 1040 and the estate tax after the passing of the Tax Cuts and Jobs Act

With massive changes to the tax law, it is important to understand how that affects healthcare tax laws. Understanding how the Affordable Health Care Act penalties and provision are affected in 2018 in beyond will be discussed in this one hour course.

In this 1 hour course, CPA and Attorney Mark Kohler will summarize the key points of the act along with how taxpayers will be affected for the 2019 tax season and beyond. From itemized deductions to charitable deductions to moving expenses....it's all changing and you need to be aware so you can correctly advise your clients for future tax returns.

Financial planning and investments are critical to understand for any tax preparer. There are many rules for accounting for this type of income and you need to be aware of the best strategies to advise your clients. In this 1 hour course, CPA and Attorney Roman Basi will breakdown the all the latest rules and tax laws regarding this type of income.

The IRS provides rules for paying family members as from a business. Many business owners employ their children and family members and it is very important for tax preparers to understand the latest rules and laws. Education expenses for family is also covered in this exciting 1-hour course.

Understanding the Tax implications and rules regarding various retirement plan are crucial to any tax return preparer.

Dr. Basi will offer comparisons and insights on how these may affect your clients in years to come. Plus what may change and what will not change in the future under the Tax Cuts and Jobs Act. You do not want to miss this opportunity to help your clients wade through the complex new changes. This one-hour course will highlight all the major changes and how your clients may be affected.

The Pass Through Deduction and the 199A were a month the biggest changes under the new tax laws. In this 3 hour course, we'll cover the all the updates to Pass Through Deductions and the 199A. Additionally, well cover Entity Selection and how to advise and prepare for an audit and understand what service and privileges credentialed vs. non credentialed preparers have in assisting clients through an audit.