Compass Tax Educators

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

Reading the Trust Instrument (2022) (NASBA)

Trust instruments are legal documents that must be properly interpreted to prepare accurate Form 1041 Fiduciary Income Tax Returns. We examine the common provisions and people involved in an irrevocable trust and how they interact on the tax return.

Estate Planning Basics for Tax Professionals (NASBA)

Learn the basics of estate planning that tax professionals should know, including trusts useful for estate tax planning purposes and others that can meet client needs including IRA Conduit Trusts, special needs trusts, bypass trusts, among others.

Fiduciary Tax Return Preparation (NASBA)

This course provides an introduction to Subchapter J of the Internal Revenue Code and the income taxation of estates and trusts. Participants will learn how to prepare basic estate, grantor trust, and nongrantor trust tax returns.

Bundle: S Corporation 2-Part Series On-Demand (NASBA)

2 Courses

We're offering this 2-part series focusing on S Corporation formation, basis, disposition, planning, and tax return preparation. These events were originally recorded 5/5/22 and 5/19/22.