This webinar will cover topics that are often tested on Part 3 - Representation, Practice and Procedures of the Enrolled Agents Exam. IRS CE: 2 Hours/Ethics NASBA CE: 2 Hours/Regulatory Ethics

All four webinars in the series cover selected, heavily-tested parts of the Enrolled Agent (EA) exam. Save when registering for the entire series.

Trusts and estates are required to file Form 1041 each year. However, the rules around these filings can often be confusing and making a mistake can be costly. We will look at trust and estate rules in order to help learn the basis of preparing Form 1041. We will also look at common mistakes preparers make when preparing Form 1041. IRS CE: 2 Hours/Federal Tax Law; NASBA CE: 2 Hours/Taxes

The new partnership audit rules took effect January 1, 2018. All partnerships (big and small) should take action now to implement changes required under the new law.

The Tax Cuts and Jobs Act greatly affects the business world and individual taxpayers. There are now significant planning opportunities in using the new qualified business income deduction. There are also important business tax changes in regards to depreciation, business deductions, like-kind exchanges, and AMT.

A client’s completed Form 1040 is the single most important financial document available to assist a financial planner in understanding a client’s current financial situation. In addition to any other attached forms or schedules, the 1040 shows the details of all income sources, number of dependents, marital status, and contributions and withdrawals from IRAs and qualified plans.

Most withdrawals from qualified plans, traditional IRAs, SEP-IRAs, and SIMPLE plans are taxed as ordinary income, so that a lot of retirement distributions equal large income due to the ordinary income tax treatment of these withdrawals.

This webinar introduces the concept of the unified transfer tax system (gift and estate taxes) and planning techniques to minimize the costs of property transfers during lifetime and at death. IRS CE: 2 Hours/Federal Tax Law NASBA CE: 2 Hours/Taxes

This webinar covesr topics that are often tested on Part 3 - Representation, Practice and Procedures of the Enrolled Agents Exam.

This is the second of two 3-hour webinars that reviews topics that are often tested on Part 2 - Businesses of the Enrolled Agents Exam.

Let's find out how much of what you think you know about Social Security is correct. This webinar covers information from the most basic to the most sophisticated. NASBA CE: 2 Hours/Taxes IRS CE: 2 Hours/Federal Tax Law

Learn how profits and losses, distributions, dividends and shareholder loans affect basis & get a process for establishing basis for your S-Corporation and shareholder tax clients. NASBA CE: 1 Hour/Taxes IRS CE: 1 Hour/Federal Tax Law

Tax planning is fire prevention. Tax preparation is arson investigation. Tax professionals need to be more than “historians” of the past: they must be the “planners and facilitators” of the future. Instructor Stuart Sobel shares his 48 years of experience in this unique class that will provide practical ways to assist your clients as they navigate through the bottomless abyss called the American tax system. IRS CE: 2 Hours/Federal Tax Law NASBA CE: 2 Hours/Taxes

All four webinars in the series cover selected, heavily-tested parts of the Enrolled Agent (EA) exam. Save when registering for the entire series.

This webinar will cover topics that are often tested on Part 3 - Representation, Practice and Procedures of the Enrolled Agents Exam. IRS CE: 2 Hours/Ethics NASBA CE: 2 Hours/Regulatory Ethics