On-Demand Webinars
Watch a webinar anytime you like. These previously recorded webinars will provide you the continuing education credits you want and need.
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Area: Federal Tax Law
This on-demand webinar is designed for tax professionals seeking best practices for the reporting of DSUE and the planning process for retirement accounts and gifting. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as annual exclusions, portability, generation-skipping transfers, and Form 706. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets from trust and estates for their clients.
Last Revision: September 2024
Erase the Penalty: A Tax Professional's Guide to Abatement
Erase the Penalty: A Tax Professional's Guide to Abatement
Area: Federal Tax Law
This on-demand webinar is designed for tax professionals seeking best practices for removing tax penalties on behalf of their clients. Presented by Robert Nordlander, CPA, author, speaker, and former IRS special agent, this session provides valuable insights into the penalty abatement process, common types of penalties, and how abatements can save your clients thousands or even hundreds of thousands of dollars. Topics include reasonable cause, estimated tax penalties, and the IRS’s evaluation process for penalty abatement.
Last Revision: September 2024
Gift Tax Reporting and Form 709
Gift Tax Reporting and Form 709
Area: Federal Tax Law
This on-demand webinar is designed for tax professionals seeking best practices for completing Form 709 in the tax planning process. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as portability and when it can be used effectively, annual exclusion, and how to complete the different areas of Form 709 when it is needed. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets regarding retirement accounts and gifting.
Last Revision: September 2024
Prevent, Protect, and Be Proactive - Cyber Security Threats
Prevent, Protect, and Be Proactive - Cyber Security Threats
Area: Federal Tax Law
This on-demand webinar is designed for tax professionals seeking the essential knowledge and skills necessary to identify and mitigate common cybersecurity threats and vulnerabilities within their organizations. Presented by Hayley Bales, from Protection Plus, this webinar provides a comprehensive guide to the current cybersecurity landscape along with valuable insights into projected future trends.
Last Revision: September 2024
Area: Federal Tax Law
In recent years there has been an uptick in state legalization of cannabis for recreational purposes, with states gaining millions and in some cases billions of tax revenues from the sale of cannabis. While income from illegal cannabis sales is reportable for federal income tax purposes, there are various intricacies that come into play with expense deductions. These same intricacies exist at the state level. This course explores the various tax implications and also explores some of the controversies regarding expense deductions.
Last Revision: February 2024
Fundamentals of Tax Forms 1099-C, A, and K
Fundamentals of Tax Forms 1099-C, A, and K
Area: Federal Tax Law
Cancellation of debt? Abandonment of property? Third-party transactions? These can be complex issues and each of them can affect the others. What do you and your clients need to know about proper reporting for IRS Tax Forms 1099-C, A, and K? In this webinar, we bring these complex topics down to earth. We’ll help you know when each form is needed and how it is used.
Last Revision: April 2024
Unpaid Payroll Taxes: A Timebomb You Can Defuse
Unpaid Payroll Taxes: A Timebomb You Can Defuse
Area: Federal Tax Law
In this webinar, a retired IRS Criminal Investigation agent shares his insider perspective on the issue of unpaid payroll taxes and the serious implications it can have for your clients. We discuss the statutes guiding the collection of payroll taxes, the possible penalties for unpaid payroll taxes, and how you can help your clients resolve the issues.
Last Revision: February 2024
Employee Retention Tax Credit: From the Cares Act to the IRS Moratorium
Employee Retention Tax Credit: From the Cares Act to the IRS Moratorium
Area: Federal Tax Law
Why does the Employee Retention Tax Credit still matter? Two reasons. First, it has been a popular credit that still has implications for employers and taxpayers. Second? Ongoing scams and fraud, and the resulting IRS moratorium. This course provides an overview of the Employee Retention Tax Credit, and provides specific information on IRS efforts to stem the rise of fraud associated with the credit, including imposing a moratorium on ERTC claims, announcing settlement and withdrawal procedures, and the providing educational material on the credit.
Last Revision: April 2024
Circular 230 and Rogue Return Preparers
Circular 230 and Rogue Return Preparers
Area: Ethics
Lifecycle of a Criminal Tax Investigation
Lifecycle of a Criminal Tax Investigation
Area: Federal Tax Law
Last Revision: April 2024
Nonprofits and Exempt Organizations: Tax Compliance
Nonprofits and Exempt Organizations: Tax Compliance
Area: Federal Tax Law
Last Revision: August 2024
Recording Retirement Income for Individuals
Recording Retirement Income for Individuals
Area: Federal Tax Law
You and your clients face unique challenges today regarding how you record and report retirement income. This course will help you understand the reasons for taxpayer confusion, develop strategies to help your clients, calculate reportable income, and use the proper forms correctly. We will look at the changes enacted through the SECURE Act and the SECURE Act 2.0. In addition, we’ll give you some tools for explaining the plan to your clients as well as understand the applicable rules and planning strategies.
Last Revision: April 2024
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