Enrolled Agent Continuing Education Courses

To stand out as a tax professional, you need to continue to grow, expand, and stay on top of the latest industry news, tax updates, strategies, and tactics implemented each year. As a part of this See More

This Continuing Education Package contains 24 Hours of IRS-approved courses that will provide you the minimum required credit hours for your Enrolled Agent Credential. This course package is 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

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

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

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 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

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

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

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

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

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 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

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 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

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

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

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 business entity selection, real estate tax laws, limited liability companies, sole proprietorships, general partnerships, limited partnerships, series LLCs, subchapter s 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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Dr. Bart Basi is back to give us a year end update and forecast for 2022. A lot has changed since January. Due to a new Commander in Chief and a shift in political power in Congress, we have seen See More

Cryptocurrency is rapidly becoming a mainstream investment vehicle for the general public. This one hour course with CPA and Attorney will exam the current tax laws surrounding this popular and See More

This year more than ever has been unique for many taxpayers as they have been faced with a challenging gauntlet of medical bills and expenses. How can you as a tax preparer advise your clients what See More

Do we really have to file both the FBAR and Form 8938?!  This session distinguishes between foreign accounts and foreign assets, reviews reporting thresholds, outlines the harsh consequences for See More

As we’ve entered the Biden administration recently, some Americans might soon see differences in saving for retirement, increase in tax rates, and different strategies minimized or diminished. See More

Travel and Entertainment deductions have had massive changes in recent years, join CPA Doug Stives as he reviews the what is still permissable for deductions under travel and entertainment.  See More

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, 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

Approximately $39 billion of the tax gap is due to nonfilers—taxpayers who do not timely file a required tax return and timely pay the tax due for such delinquent returns. According to the IRS, See More

Multinational individuals will most often focus on income tax consequences of multinational activities; this approach risks minimization of transfer tax consequences. Non-resident individuals See More

Expanding markets have led to global opportunities for businesses, yet the tax consequences of international activities are often misunderstood. This course will introduce the most common concepts See More

Join us with CPA Doug Stives as we take a look at the current tax law proposals and what is likely to happen in the near and not so near future. There are many changes on the horizon. Check out this See More

Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews the tax advantages of being employed and self-employed at the same time. See More

Recent tax legislation will have a large impact on small businesses in the United States in 2021 and the foreseeable future. To combat the economic damage suffered by businesses across the United See More

As the tax due date approaches, these changes are more important than ever to understand. Due to the various events of 2020, this tax filing season will prove to be different than those of the past. See More

Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews Basic Income Tax Planning that will make a difference for you and your 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 CPA and Attorney Roman Basi for this two hour course on Circular 230. Freshly updated for 2021 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

Tax season is always hectic, especially this year with the late start and the various events of 2020, this tax filing season will prove to be different than those of the past. Tax professionals See More

How do you plan for something that may not may not be there in the future? This is the challenge with Social Security – most people will receive Social Security in their lifetime. What can you do See More

Presented by a practitioner with more than 3 decades of experience, this course will discuss the need for and the format of effective engagement letters designed to put the practitioner-client See More

Much has changed, with a new administration there will be lots of changes and updates in tax laws. This course will address the potential impact of the elections and help you understand tax planning 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

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

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

While you may be familiar with Adjustments to income, they are more than they appear since they can allow the outcome of a return to be changed, sometimes even after the close of a tax year! See More

While 2020 brought forth drastic change to our tax laws, 2021 is set to bring its own set of challenges. Setting aside the outcome of the 2020 Senate and Presidential Elections, this Session will See More

There is a huge freight train bearing down on America, and it’s coming in the form of higher taxes.  Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred See More

When a tax professional has prepared a return that is under criminal investigation by the IRS, what steps need to be taken? How do you respond when the client calls and says, "I have a problem?" How See More

Dr. Bart Basi and Roman Basi for this two hour course as they provide critical updates on The CARES Act, stimulus programs, and the impact on business and individual taxpayers. See More

There are many types of retirement accounts to choose from for taxpayers. There are also many types of tax advantages. CPA and attorney Mark Kohler will take a deep dive into the various types of See More

Partnership Do's and Don'ts and travel write off's are featured in this 1 course from CPA and attorney Mark Kohler. Mark discusses the various types of business tax strategies that are applicable for See More

Join CPA and attorney Mark Kohler as provides the latest updates on health care tax laws. We'll review all the latest updates and rules on HSA's, FSA's and more. Mark will cover all the latest See More

More and more people are investing in real estate and have real estate income. Many have real estate expenses that sometimes result in showing a loss for the current tax year. Discuss professional See More

While you may be familiar with Adjustments to income, they are more than they appear since they can allow the outcome of a return to be changed, sometimes even after the close of a tax year! See More

CPA and Attorney Mark Kohler will break down the tax benefits and deductions that are available and may apply to clients that have rental real estate income and property. See More

In our ever-changing world of tax changes, sometimes it becomes necessary to consider changing a return previously filed. Understanding how to file an amended return is crucial, as well as why you See More

The IRS asserts millions of dollars of penalties against taxpayers daily. Many of those penalties are abated due to quality representation. In this course, you will learn about reasonable cause, See More

Now more than ever businesses need evolving business tax strategies. Join CPA and attorney Mark Kohler as he presents the latest tax laws and benefits so your clients can have the most effective See More

The recently enacted CARES Act Stimulus has created many questions. CPA and Attorney Mark Kohler will take a deep dive on the tax laws and implications of the recently enacted CARES Act due to the 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

There have been many changes the last few years to business taxation laws due to the Tax Cuts and Jobs Act. Join Dr. Bart Basi and CPA and attorney Roman Basi as they cover the 1120, 1120S and 1065 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