Federal Tax Law

Description: Are you concerned about the changing landscape of IRS audits? In this webinar, Brady Lievens with Protection Plus, a Drake Software partner, will walk you through the current trends in audits, the short-term outlook for audits, and some long-term forecasting. He will also share some insights into the psychology of audits to best help you prepare for dealing with different types of clients. We’ll also discuss some tools that are available to help you and your clients.

Last Revision: November 2022

Description: Cryptocurrency and cash businesses share some risks. How do you uncover unreported income? Learn about the different types of hidden transactions – as well as ways to help your clients accurately report their taxable income from these sources.

Last Revision: July 2022

Description: You are more likely than ever to encounter clients who have engaged in one or more virtual currency transactions during the year and who may have taxable income as a result. We’ll look at the nature of virtual currency and the tax implications for your clients. Last Revision: April 2024

Description: To protect customers’ privacy and security safeguards, the IRS requires the creation of a written information security plan (WISP). Various issues come into play with the creation of a WISP, such as updating customers on privacy practices and providing them opt out notices as applicable. This course provides detailed information on these and other requirements.

Last Revision: March 2024