Courses
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PFIC Fundamentals (2022) (NASBA)
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) (NASBA)
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) (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.
$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 (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).
$79