Courses
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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
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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.
$79
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Bundle: On-Demand Trust Series (NASBA)
3 Courses$215
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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.
$79
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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.
$79