Courses
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Ethics (2025)
This course covers selected ethical principles as promulgated in the latest revision of Circular 230 and other applicable IRS guidance.
$99
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Assessment Statute of Limitations
The assessment statute of limitations is complex and often misunderstood. This course reviews how both the IRS and the taxpayer are limited by the assessment statute limitation period. Events that can extend the assessment statute is also discussed.
$49
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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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Form 8858 Preparation
This course examines situations that require the filing of Form 8858, Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs), and the practical aspects of completing the form.
$149
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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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2025 Estates and Trusts On Demand
2 CoursesEarn 4 CPE/CE with our 2025 estate and trust series. The first webinar provides an overview of the rules and elections necessary for properly preparing Form 1041. The second takes a case study approach to highlight preparation.
$185