Under the new tax law, businesses are allowed to take a deduction of 20% of business income. We will go in-depth on this deduction. We will focus on what businesses can take the deduction, how to calculate the deduction, and tax planning strategies for using the deduction. IRS CE: 2 Hours/Federal Tax Law; NASBA CE: 2 Hours/Taxes

This webinar reviews ten topics that are often tested on Part 1 - Individuals of the Enrolled Agents Exam. IRS CE: 1 Hour/Federal Tax Law; 1 Hour SEE Exam Preparation NASBA CE: 2 Hours/Taxes

Congress has provided clients a gift with the new tax bill. In order to make the most of tax bill, accountants should look at tax planning opportunities under the new bill. In addition, tax planning is a great way to raise revenues outside of tax season while providing clients with tax savings. We will discuss what to look for on a client’s return to determine the kind of impact the tax law change will have. We will also identify different areas that a client can use in order to minimize his taxes for the year. IRS CE: 2 Hours/Federal Tax Law; NASBA CE: 2 Hours/Taxes

This is the first of two 3-hours webinars that reviews topics that are often tested on Part 2 - Businesses of the Enrolled Agents Exam. June 13, 2018 & June 14, 2018: Part 2: Businesses (two different 3-hour webinars cover the content in Part 2) IRS CE: 1 Hour/Federal Tax Law; 1 Hour/Federal Tax Law Update; 1 Hour SEE Exam Preparation NASBA CE:3 Hours/Taxes

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. June 13, 2018 & June 14, 2018: Part 2: Businesses (two different 3-hour webinars cover the content in Part 2) IRS CE: 1 Hour/Federal Tax Law; 1 Hour/Federal Tax Law Update; 1 Hour SEE Exam Preparation NASBA CE:3 Hours/Taxes

Some of the most important decisions in our lives are not made until the moment is upon us. These are the kinds of decisions we should be making now, for they can directly affect our well-being in the future. There are financial, personal, and health care decisions that will be necessary as we grow older, such as when to make lifetime or postmortem account deposits or withdrawals, choosing where to live, and deciding on the type and extent of treatment in the event of a terminal illness. We all have the right to make these decisions based upon our own values, beliefs, and desires. This webinar will discuss practical techniques available for making efficient lifetime and estate transfers of assets, and discuss income tax, gift tax, and estate tax implications of these techniques.

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

IRC 469 is one of the most confusing sections in the IRC. In this presentation, we will take an in-depth dive into IRC 469 going into the complexities of the section. We will discuss items such as self-rentals, grouping elections, and other miscellaneous issues. We will also look at different tax planning strategies with passive losses that can help clients out.

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

This webinar focuses on retirement planning, various types of retirement plans and planning techniques for maximizing funds for retirement. IRS CE: 2 Hours/Federal Tax Law NASBA CE: 2 Hours/Taxes

The computing and reporting of net operating losses can be very complex. Taxpayers can make elections to either carry back their losses or to carry them forward to future years. This program will provide an excellent overview of net operating loss (NOL) requirements and pitfalls. IRS CE: 2 Hours/Federal Tax Law NASBA CE: 2 Hours/Taxes