Compass Tax Educators

PFIC Masterclass: QEF and MTM (2022) (NASBA)

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.

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.

Inflation Investments: TIPS and I Bonds

This complimentary course on inflation investments is taught by Thomas Gorczynski, EA USTCP.

Stock Options (NASBA)

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).

Roth IRA Fundamentals (NASBA)

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.

Bundle: On-Demand Trust Series (NASBA)

3 Courses