Taxes

How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type...

What to know about 529 plansEnrolled Agent Approved

A comprehensive 2025 Income Tax update, multiple topics, multiple speakers. Be incredibly prepared for tax season. Enrolled Agent Approved

Even though it has been around several years, many practitioners fail to take full advantage of the QBI deduction due to its complexity and many nuances. In this course, we will discuss how to maximize the QBI deduction. We will get into the details of what QBI includes (and doesn't include), which entity structures work...

With major tax changes expected to take effect under the 2025 reform bill, the 2026 filing season will bring a new wave of planning opportunities—and potential pitfalls. This course focuses on how tax professionals can use Form 1040 as a planning tool, incorporating both current law and the likely provisions of the new legislation. We’ll...

What you should know about preparing Forms 990 Enrolled Agent Approved

Understand digital assets and how they are taxed and reported. Enrolled Agent Approved

Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing and this shows no signs of slowing down! Now more than ever, you need more than just new code sections hurled your way. You need to have a reliable way to stay on top of not only...

How do you determine who is an employee and who can be treated as an independent contractor? Enrolled Agent Approved