Individual Courses

This course focuses on how Circular 230 applies to higher-risk tax work, including written advice, reliance on others, practitioner competence, and firm-level compliance responsibilities. See More

2026 Federal Tax Law Updates provides an in-depth review of the legislative and regulatory changes shaping the 2026 filing environment. This course focuses on how new federal tax laws, See More

Practical examples throughout the course demonstrate how these rules can affect Schedule C reporting and other areas of an individual income tax return. See More

Understanding the QBI deduction requires more than knowing the basic 20% calculation. Once taxable income reaches certain levels, W-2 wages, business assets, phase-in rules, and the type of business See More

Complex client situations often require tax professionals to look beyond the forms used in routine return preparation. Understanding specialized IRS forms and the procedures surrounding them can See More

Depreciation decisions can affect much more than a current-year tax deduction. The method selected today can influence future deductions, adjusted basis, state tax treatment, and the tax consequences See More

One year after passage of the One Big Beautiful Bill Act (OBBBA), many of its most important provisions continue to evolve through Treasury regulations, IRS guidance, and draft tax forms. See More

Form W-4 is far more than a payroll document—it's one of the most effective tools available for helping clients improve cash flow, reduce tax surprises, and make informed tax planning decisions See More

The middle of the year presents a unique opportunity to identify tax-saving strategies before year-end planning becomes compressed by deadlines and filing obligations. See More

Entity selection remains one of the most valuable advisory services available to tax professionals. With the continued impact of the Qualified Business Income (QBI) deduction, the 21% corporate tax See More

This course, presented on May 19, 2026,  focuses on helping professionals navigate extension penalties, IRS correspondence, audit preparation, amended returns, and compliance risks that frequently See More

OBBBA introduced new tax rules that are creating both planning opportunities and reporting challenges. See More

Recorded on March 18, 2026, this estate and trust taxation course provides a deep dive into the technical and compliance-driven aspects of fiduciary taxation and estate planning. Designed for See More

Many taxpayers fall into the “planning gap” where income levels limit eligibility for certain tax benefits but do not allow access to complex high-income planning strategies. As a result, tax 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

Recorded February 24, 2026, OBBBA Explained – Rules & Impacts delivers a detailed technical breakdown of the newest federal tax provisions affecting both current filing season work and See More

This course, recorded on February 4, 2026, examines recurring tax season issues that expose taxpayers to penalties, delays, and compliance risks. The program combines structured instruction with an See More

Recorded on January 29, 2026, this in-depth course addresses critical updates to information return reporting for both 2025 and 2026. The session covers revised dollar thresholds, the IRS transition See More

This advanced technical update delivers an in-depth analysis of the most significant individual and business tax provisions enacted under the One Big Beautiful Bill Act (OBBBA). Recorded on January See More

This comprehensive federal tax update is based on IRS guidance released at the end of 2025 and is designed to support accurate preparation of both 2025 and 2026 tax returns. While the One Big 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

Home office deductions can be one of the more detailed areas in individual and small-business tax preparation. This self-paced course provides a practical explanation of IRC §280A, including the See More

Taxpayers in the middle-income range face an evolving set of challenges, and opportunities, as new deductions, credit changes, and advanced planning issues emerge for 2025–2026. This course See More

Middle-income taxpayers often feel stuck—earning “too much” for valuable tax credits and “not enough” to benefit from high-level planning strategies. This course bridges that gap and equips See More

Get up to speed on the sweeping changes introduced under the One Big Beautiful Bill Act (OBBBA) that impact compensation, payroll, and employment benefits. Join Jason Dinesen, EA, for this essential See More

This IRS-approved 2-hour course, “2025 Individual Planning: Trump Accounts, PTET, and SALT Planning,” will focus on how the 2025 tax season brings critical shifts in planning strategies, See More

Choosing the right business entity impacts taxation, liability, and long-term planning opportunities. This IRS-approved continuing education course reviews sole proprietorships, partnerships, LLCs, S See More

Stay ahead of critical tax shifts ushered in by the One Big Beautiful Bill Act. This course offers practical insights into permanent business tax reforms. From permanent 100% bonus depreciation and See More

The One Big Beautiful Bill (OBBBA) has introduced sweeping changes to the U.S. tax code that directly affect millions of individual taxpayers. This IRS-approved course, led by nationally recognized See More