Courses
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72(t) Rule: Substantially Equal Periodic Payments
One often overlooked exception to the 10% early withdrawal penalty is taking distributions as a series of substantially equal periodic payments. This course reviews the requirements for utilizing the exception, and how to use this in tax planning.
$49
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Church, Clergy, and Donor Tax Issues
This course explores tax compliance areas for religious entities for their tax filings, employee related issues, and donor relationships. Churches have unique relationships between the entity, pastoral staff, and donors.
$99
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What's New in Data Security
Much like tax, the world of data security is in constant change. With new requirements and growing threats, it is becoming more difficult for a tax professional to stay up-to-date and current on safeguarding their client data.
$99
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Health Savings Accounts and Medical Expenses
This course discusses what types of costs can be deducted as medical expenses and the rules for using the Health Savings Accounts. It also covers HSA tax planning strategies.
$99
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Oil & Gas: Tax Benefits and Risks
There has been an increase in taxpayers investing in oil and gas projects due to the special tax treatment for intangible drilling costs. However, there are complex AMT issues that could substantially reduce the potential tax benefit.
$49
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Federal Disasters: What You Need to Know
Federally declared disasters come with special tax provisions and benefits. A federally declared disaster is used to walk step-by-step through §7508A tax deadline postponements, qualified disaster recovery distributions, and casualty loss rules.
Free