Individual CTEC Courses

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 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

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

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

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 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

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 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 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 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

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

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

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

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

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 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

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

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

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

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 See More

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 See More

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

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

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 See More