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Preparing and Filing Form 1040-NR
This course provides a general overview for correctly preparing Form 1040-NR, U.S. Nonresident Alien Income Tax Return.
$149
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IRS Notice 2022-36
This complimentary course on penalty relief for certain taxpayers is taught by Thomas Gorczynski, EA USTCP.
Free
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Inflation Reduction Act of 2022
5.0 average rating (1 review)This course reviews the individual and business tax provisions contained in the Inflation Reduction Act of 2022. The course also reviews the additional funding that the law makes available by Congress for the IRS for enforcement and modernization.
$99
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Filing Status: Rules and Planning
Filing status impacts the tax brackets and what deductions and credits the taxpayer can claim. Joint versus separate returns for married taxpayers are reviewed in-depth, as well as the requirements for filing HOH and surviving spouse/widower status.
$79
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Tax Credits
Tax credits provide dollar-for-dollar tax reduction. We review rules related to selected tax credits for individuals and businesses, how they are claimed on the individual or business tax return, and the impact of tax credits on other tax attributes.
$79
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State Tax Nexus
Introductory and higher-level tax law principles with regards to state and local taxation of income are covered. Viewers will identify and source income for taxpayers, and allocate and apportion business and non-business income for business entities.
$79
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Bundle: On-Demand PFIC Series (2022)
3 CoursesThese courses provide a close look at the taxation of passive foreign investment companies and cover the default §1291 treatment as well as the §1296 mark to market and §1295 qualified electing fund elections. Form 8621 calculations included.
$395
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PFIC Fundamentals (2022)
This course is a primer on how to deal with passive foreign investment companies. The regulations governing the taxation of PFICs is among the most complex in the Internal Revenue Code.
$149
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PFIC Masterclass: Section 1291 (2022)
This course includes comprehensive computations required to complete Form 8621 under the default §1291 regulations. This course is aimed at practitioners with an intermediate level of understanding of PFIC taxation.
$149
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PFIC Masterclass: QEF and MTM (2022)
This course, aimed at practitioners with an intermediate level of understanding of PFIC taxation, includes comprehensive computations needed to complete Form 8621 under the §1296 mark to market and §1295 qualified electing fund regimes.
$149
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Schedules K-2 and K-3
Schedules K-2 and K-3 are new to Forms 1065, 1120-S, and 8865. Learn the basics of preparing the schedules for these forms, issues to watch for when a partner/shareholder receives these schedules, and the possible penalties related to these forms.
$79
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Inflation Investments: TIPS and I Bonds
This complimentary course on inflation investments is taught by Thomas Gorczynski, EA USTCP.
Free
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Stock Options
In this session we analyze various types of stock incentives that may be granted to employees including: Incentive Stock Options (ISOs), Employee Stock Purchase Plans (ESPPs), Non-qualified Stock Options (NQSOs), and Restricted Stock Units (RSUs).
$79
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Roth IRA Fundamentals
5.0 average rating (1 review)Rules regarding contributions, conversions, rollovers, and distributions from Roth IRAs are covered. Traditional IRAs and Roth IRAs rules are compared/contrasted. Tax planning opportunities for individuals with Roth IRAs are reviewed in-depth.
$79
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Bundle: On-Demand Trust Series
3 CoursesThis bundle includes three courses focusing on estate and trust tax planning and preparation. These courses are taught by attorneys practicing in California and New York.
$215