Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. To resolve tax matters with the IRS, the IRS’ Offer in Compromise (OIC) program encourages delinquent taxpayers to settle their back taxes—-often for pennies on the dollar. This course covers other options to explore. The areas to be covered are: Offers in Compromise, Wage Garnishments, Bankruptcy, Installment, Delinquent Tax Returns, IRS Bank Levies, Freedom of Information Requests, IRS Payment Plans, Payroll Tax Problems, IRS Audits, Penalty Abatement, Liens, Collection Appeals, IRS Appeals, Innocent Spouse and Expiration of Statutes.  The course also contains step-by-step information needed in order to prepare a complete and accurate Offer in Compromise (Form 656) (rev. 2-2007), 433-A (rev. 1-2008), and 433-B (rev. 1-2008). The Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) is summarized. This course can help hundreds of individuals and business with their IRS collection problems.

Click Here to view course objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%
 

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.

The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes
Prerequisite: General understanding of estate and gift taxation.
Advanced Preparation: None
Passing Percentage: 70%

Click Here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Course Description

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products, and other conventional tools. Special topics include protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements.

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.

Field of Study: Taxes

Prerequisite: General understanding of federal income taxation.

Advanced Preparation: None

Click Here For Courses Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional’s practice. The attendees will gain the ability to recognize and discuss general legal concepts with both client and their counsel.

Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to make demands. The nation's tax laws are intended to encourage people to start new businesses and are chock full of incentives and tax breaks, as well as sometimes onerous reporting requirements.

This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze, and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%
 

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the reader to properly select the right business entity for their tax and liability needs. Major emphasis is given the maximization of tax benefits in each business format. Fringe benefits, retirement plan alternatives, and nonqualified deferred compensation are discussed in detail.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Please Click Here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%
 

Please Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed interest rates and debt modification. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, equity participation debt, taxable interest, and bad debts.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation.
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan - from the simplest to the most complex.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code, the Internet now offers a wealth of information, research tools, and calculators specifically designed for the estate planning practitioner. These resources permit the tax professional to not only better serve their clients but to network with fellow practitioners, market their services and become more cost-efficient. Be there or be square!

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objective

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in Statute 108. The tax treatment of property repossession under Statute 1038 is explored with detail given to the calculation of gain and received property basis. Finally, bad debt treatment under Statute 166 is reviewed and critical distinctions made between business and nonbusiness debts.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.

The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return.

The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) distributions of assets to partners, and (4) the termination of partnership affairs.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This course addresses the practical aspects of §469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under §469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.

Course Level: Overview: This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of Federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportunities identified. Creative strategies are discussed and evaluated along with traditional approaches. Taxpayers are once again looking to their tax professional for guidance and planning related to travel and entertainment expenses. The goal of this course is to understand and solve problems. Participants will learn to master the proper administration of these complex and often cumbersome provisions in a humorous and entertaining format.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes
Prerequisite: General understanding of federal income taxation.
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objective

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Test the treacherous (and shark infested) waters of tax, bankruptcy and financial problems. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation, and foreclosure. Current perspectives on asset protection, repossession, and bad debts are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The tax treatment of property repossession under §1038 is explored with detail given to the calculation of gain and received property basis. Finally, eldercare and estate planning are reviewed and detailed.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

The digital divide is upon us! There are those who are getting on the information highway and those who will be left behind. This course gives the practitioner the ability to immediately access information-rich tax Websites at tremendous savings. Emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and CD tax “services.” If you want “instant” tax information that’s down to the wire - this is the course.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here for Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

The CPE 2.0 Tax Pack offers you a fast and easy way to earn your CPE credits all year. With this program, you will have access to over 600 hours of CPE credit. Your package is valid for one year upon activation to earn as many credits as needed to meet your CPE requirement.

State Specific Ethics is not included. Click here for list of available ethics courses.

Topics include:

• Individual Taxation
• Corporate Taxation
• Estates And Trusts
• Tax Planning
• Retirement Planning
• Partnership Taxation

The CPE 2.0 Tax Pack is Continuing Education the Way It Should Be. 
We have simplified our program with a 1,2,3, approach, pioneering the new way to meet your CPE needs.

1. Select your course
2. Complete the easy-access online exam
3. Print your certificate instantly online.

By following these three easy steps you can complete your CPE in no time! Get started today, and take advantage of our 100% money back guarantee*.

The 1,2,3 Approach.

1.The CPE 2.0 Tax Pack gives you access to over 30 detailed tax courses for one low price.

Topics include:

• Individual Taxation
• Corporate Taxation
• Estates And Trusts
• Tax Planning
• Retirement Planning
• Partnership Taxation

2. All of the courses in the CPE 2.0 Tax Pack are available immediately online, including the course study guide, review questions, and the final exam. To complete your course, simply review the study guide and complete the easy-access online exam.

3. Once you have passed the exam, your certificate is instantly available to print for your records; In addition, as part of our services, your certificates and course records are stored and accessible from your online account, 24 hours a day, 7 days a week, indefinitely.

Additional Contents :

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

* Our money back guarantee allows you to try any of our products for 60 days. Within 60 days, if you are not satisfied, you may cancel and receive a full refund. No questions asked!

This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Effective pay plans essential to attract, motivate, and retain key people are described and evaluated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. Equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOTs, stock options, and bonuses. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.  
Field of Study: Taxes 
Prerequisite: General understanding of federal income taxation. 
Advanced Preparation: None
Passing Percentage: 70%

Click Here For Course Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Course description and objectives: Designed to make the practitioner comforta-ble with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with em-phasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities ac-companying return preparation. For example, the analysis of gross income is dis-cussed together with income splitting techniques; property transactions are ex-amined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provid-ed.

Course Level: Overview. This program is appropriate for professionals at all or-ganizational levels.

Field of Study: Taxes

Prerequisite: General understanding of federal income taxation.

Advanced Preparation: None

Passing Percentage: 70%

Click Here For Courses Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

1040 Module 1 – Individual Tax Benefits

We have taken our large 1040 Workshop and broken it down into 4 seperate courses for your convenience. Please note this learning module is a section of the 1040 Workshop.  You can only receive credit for each individual learning module or the 1040 Workshop in its entirety. You may not double the credits as they are the same course. 

Learning Objectives

After reading Chapter 1, participants will be able to:

1. Identify federal revenue tax sources noting the definitive role of gross income and, determine a client’s tax liability using current rates, tables, and statutory amounts, and their withholding and/or  estimated tax responsibility.

2. Specify the various filing statuses and their filing requirements noting the advantages and disadvantages of each.

3. Determine what constitutes gross income under §61 noting the tax treatment of compensation, fringe benefits, rental income, Social Security benefits, alimony, prizes and awards, identify dividend and distribution types and their tax differences, and specify how debt discharge can result in taxable income.

4. Identify the mechanics of income exclusions such as education-related exclusions, gift and inheritance exclusions, insurance, personal injury awards, interest on state and local obligations, and the foreign earned income exclusion.

5. Recognize income tax deductions and their use to reduce tax liability by:

a. Identifying personal, spousal and dependency exemptions and reporting requirements including pre-2005 dependency rules;

b. Specifying the deductibility of §163 interest categories, §162 educational expenses, §217 moving expenses, §165 casualty & theft losses, and §164 taxes noting their proper reporting and substantiation;

c. Determining variables that impact the deductibility of charitable contributions, and identifying qualified organizations, permissible contributions contribution limitations, their tax treatment, and substantiation requirements;

d. Identifying the deductibility of medical care expenses including medical insurance, meals and lodging, transportation, home improvements and lifetime care payments noting the impact of Medicare;

e. Specifying deductions that are subject to the 2% of AGI limitation, deductions not subject to the 2% limit, and nondeductible expenses.

6. Determine distinctions among several types of tax credits identifying the eligibility requirements and noting the cited changes created by recent tax legislation to individual tax returns.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

We have taken our large 1040 Workshop and broken it down into 4 seperate courses for your convenience. Please note this learning module is a section of the 1040 Workshop.  You can only receive credit for each individual learning module or the 1040 Workshop in its entirety. You may not double the credits as they are the same course. 

Learning Objectives

After reading Chapter 2, participants will be able to:

1. Recognize the tax treatment of rental property expenses noting their impact on landlords and tenants taking into consideration the tax differences given to rent, advance payments, and security deposits.

2. Identify the application of the hobby loss rules to a business, determine deductible health insurance costs and the requirements of the home-office deduction, and specify self-employment taxes and available business and investment credits.

3. Determine how to properly deduct travel and entertainment expenses by:

a. Identifying deductible business travel expenses, a taxpayer’s tax home, if any, and work locations based on the IRS’s definition, and recalling the “away from home” requirement and “sleep and/or rest” rule;

b. Specifying the key elements of deductible domestic and foreign business travel costs noting the Reg. §1.162 deduction of convention and meeting expenses;

c. Identifying §274 entertainment deductibility tests, determining the limits on home entertaining,  ticket purchases, and meals and entertainment noting eight exceptions to the percentage reduction rule; and

d. Recognizing the substantiation requirements associated with business gifts, employee achievement awards, and sales incentive awards.

4. Determine the differences between accountable and nonaccountable plans including the requirements for an accountable plan particularly adequately accounting for travel and other employee business expenses.

5. Determine what constitutes local transportation and commuting including how nondeductible personal commuting relates to local business transportation expenses.

6. Identify the apportionment of automobile expenses between personal and business use, the actual cost and standard mileage methods, and the gas guzzler tax.

7. Specify the various types of excluded fringe benefits that can increase employers’ deductions and incentive-based compensation of employees listing examples of each.

8. Recognize the cash, accrual, or other methods of accounting, select available accounting periods noting their impact on income and expenses, and identify expensing, depreciation, and amortization.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

1040 Workshop Module 3 – Property Transfers and Retirement Plans

We have taken our large 1040 Workshop and broken it down into 4 seperate courses for your convenience. Please note this learning module is a section of the 1040 Workshop.  You can only receive credit for each individual learning module or the 1040 Workshop in its entirety. You may not double the credits as they are the same course.  

Learning Objectives

After reading Chapter 3, participants will be able to:

1. Specify the tax consequences on the sale of easements and the holding period and basis of inherited property.

2. Identify the application elements of the §121 home sale exclusion noting associated safe harbor regulations.

3. Recognize the importance of the installment method and §453 requirements, and specify the §453 basic terminology.

4. Identify the variables that determine which §1038 rules apply noting distinctions among the rules, calculations, and effects of repossessions of personal property and repossessions of real property, and recognize when a bad debt deduction may be taken on a repossession.

5. Specify the tax treatment of a §1033 involuntary conversion by:

a. Determining related terminology and the tax consequences of receiving a condemnation award or severance damages;

b. Identifying gain or loss from condemnations noting the reporting of payments associated with involuntary conversions; and

c. Determining whether clients can postpone gain on condemned, damaged, destroyed, or stolen property and specifying the related party rule.

6. Recognize the scope of the §465 at-risk rules and their effect on property depreciation, and identify the requirements, mechanics, and types of §1031 like-kind exchange.

7. Identify qualified deferred compensation plans and nonqualified plans by:

a. Determining the major benefit of the qualified deferred plans and the calculation basis of benefits and contributions; and

b. Recognizing the current and deferred advantages and the disadvantages of corporate plans noting fiduciary responsibilities and prohibited transactions.

8. Identify the requirements of the basic forms of qualified pension plans permitting clients to compare and contrast such plans.

9. Determine the  distinctions between defined contribution and defined benefit plans, specify the types of defined contribution plans, and identify their effect on retirement benefits.

10. Identify how self-employed plans differ from qualified plans for other business types and owners, and specify the requirements of IRAs and the special requirements of Roth IRAs.

11. Determine what constitutes SEPs and SIMPLEs noting the mechanics and eligibility requirements of each type of plan.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

1040 Workshop – Module 4 -Losses, AMT & Compliance

 We have taken our large 1040 Workshop and broken it down into 4 seperate courses for your convenience. Please note this learning module is a section of the 1040 Workshop.  You can only receive credit for each individual learning module or the 1040 Workshop in its entirety. You may not double the credits as they are the same course. 

Learning Objectives

After reading Chapter 4, participants will be able to:

1. Identify basic income types and the “buckets” of income and loss under §469 that can influence what can be deducted, determine the suspension of disallowed passive losses, and recognize the special rules for transfers deemed not to be fully taxable dispositions.

2. Specify differences between the regular and alternative minimum tax noting the application tax preferences and adjustments, and determine the life of assets under ADS, alternative minimum taxable income, passive losses under the AMT, and what constitutes ACE.

3. Identify the reporting requirements for real estate transactions, independent contractors, and cash reporting.

4. Recognize types of accuracy related and unrealistic position penalties, and specify the IRS's examination of returns policy and assessment process including applicable statute of limitations.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies