Individual Courses

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

Estate planning is essential for preserving wealth and ensuring a smooth transition of assets. This comprehensive IRS-approved course equips you with the knowledge to implement effective estate See More

Gain a competitive edge as a tax professional with our IRS-approved Tax Deductions and Credits course. This comprehensive training covers the latest strategies to maximize tax savings for your 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

Tax expert Doug Stives, CPA, MBA, guides you through the most critical tax updates, including adjustments to federal income tax brackets, long-term capital gains rates, and the expiration of TCJA See More

Helping clients resolve tax debts requires a deep understanding of IRS payment options and negotiation strategies. This 2-hour IRS-approved Continuing Education course, provides tax pros like you See More

Many taxpayers fall behind on their filing obligations, leading to penalties, IRS notices, and potential enforcement actions. As a tax professional, you play a crucial role in guiding clients through 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

Navigating Schedule C tax reporting can be complex for sole proprietors. This comprehensive course is designed to help self-employed individuals, tax professionals, and small business owners 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

This course offers an unparalleled look into the ethical framework guiding tax professionals. Understand the full scope of Circular 230, from conflict of interest to obligations and penalties, 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

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

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

Dr. Bart is back and ready to provide the answers to the biggest questions surrounding Estate and Gift Taxes. This course is presented by Dr. Bart Basi, a renowned tax law and financial planning 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

Join us for the Mid-Year Update with Doug Stives! This session is crucial for tax preparers aiming to enhance client outcomes and ensure their clients receive the expected refunds. See More

Have you ever had a client who has faced IRS penalties, fines, and interest and needs to consider the next steps? Did you know that The IRS is generally willing to work with you? This course is 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 will explore 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

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

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

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

Unlock the secrets to managing clients with unfiled tax returns in our exclusive webinar 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 course on navigating IRS disputes, installment agreements, and offers in compromise. Enhance your ability to secure the best outcomes for your See More

Join our expert-led webinar on "HSA, HRA, FSA, and More Year-End Tax Strategies" to master healthcare benefits and tax-saving techniques. Learn about self-insured health benefits, important See More

Get ready for 2024 with our 'Year-End Tax Planning and Tax Season Preview' course. We'll cover everything from practice challenges and solutions, updates in tax brackets, QCD, avoiding tax penalties, 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

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

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

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 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

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

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 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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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