Taxes

This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 complexities for the 2021 tax year. Included will be a thorough review of all tax codes made by the SECURE Act and the CARES Act. We will update and include any additional changes made to the internal revenue code prior to this lecture.

Enrolled Agent Approved

This course is essential for the tax practitioner who wants to update their knowledge of IRS tax forms used in compliance. This course will provide a comprehensive review of various tax forms including (but not limited to) forms 1040, 1065, 1120, 1120S, 1041, and related schedules. Many changes to forms have been made including complexities that relate to our current COVID 19 environment. Upon completion of this class you will have a very good comfort level in your knowledge of current compliance issues.

Enrolled Agent Approved

This course is essential for the tax practitioner who wants to update their knowledge of IRS tax forms used in compliance. This course will provide a comprehensive review of various tax forms including (but not limited to) forms 1040, 1065, 1120, 1120S, 1041, and related schedules. Many changes to forms have been made including complexities that relate to our current COVID 19 environment. Upon completion of this class you will have a very good comfort level in your knowledge of current compliance issues.

Enrolled Agent Approved

The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Among the ideas discussed will be the Alternative Minimum Tax, charitable giving, tax-saving strategies for real estate owners and investors, and much more. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through planning.

Enrolled Agent Approved

We all need to take time to review those parts of the return that may be boring, but which the IRS examines closely. Also, what are the keys to a well-balanced return?

Enrolled Agent Approved

We all need to take time to review those parts of the return that may be boring, but which the IRS examines closely. Also, what are the keys to a well-balanced return?

Enrolled Agent Approved

This presentation covers key changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, the new required minimum distribution tables and other changes and updates that affect IRAs and other retirement accounts. The discussion will cover technical changes, as well as applicable compliance and operational requirements focusing on helping clients avoid costly mistakes.