Planning for the TCJA Sunset

This course discusses the tax law as currently writen with the expiration of the TCJA. As we all know the TCJA is set to expire this year, and with no tax bill in place (to replace or extend) it will revert back to previous tax law prior to the TCJA (2017 Tax Law). So...

2024 Federal Tax Update – Individual

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 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax...

2024 Federal Tax Update – Business

Course DescriptionThis year has already seen some changes in tax law with Secure Act 2.0 and we will most likely see some more whether we want it or not. This course will provide a comprehensive review of business income tax complexities, including updates of tax...

New Issues In Qualified Plans and IRA’s

More and more practitioners are expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of...