Individual CTEC Courses

Explore the complexities of itemized deductions in this CTEC-approved and IRS-approved course. Learn how to apply deduction rules with confidence using real-life case studies and current tax law. See More

This IRS-approved and CTEC-approved course is designed to meet California continuing education requirements for tax preparers working with sole proprietors and self-employed clients. Packed with See More

In an increasingly global economy, tax compliance has become both more critical and more complex. This course will guide you through the core principles of the international tax system, including 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

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

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 course led by Doug Stives, CPA. Discover effective strategies for tax preparers to navigate the complexities of back 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

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