A Modern Way for Tax Pros to Earn CE & CPE

2 IRS CE/2 CTEC/2 NASBA CPE*

With social media fueling the spread of (often incorrect) tax advice, clients increasingly bring “short-term rental loopholes” and other novel ideas to tax practitioners. Many tax pros find themselves unprepared to address the nuanced distinctions between rental income reported on Schedule E and business income reported on Schedule C. This webinar demystifies these issues by analyzing key court cases, relevant IRC provisions (especially section 469), and the concept of substantial services. It clarifies how to classify short-, mid-, and long-term rentals, how to determine material participation, and, most critically, how to identify when a rental activity crosses the line into an active trade or business.

2 IRS CE/2 CTECT/2 NASBA CPE*

Whether your clients rent out a spare bedroom or operate multiple vacation properties, short-term rentals come with unique tax challenges—and opportunities. This course dives into the latest IRS guidance and practical strategies for navigating the tax rules surrounding short-term rental activity. You'll learn when rental income is tax-free, how to allocate deductions between personal and rental use, and how to handle reporting obligations—even when your client receives a 1099. The course covers depreciation, safe harbor elections and loss limitations and more!

1 IRS CE/1 CTEC/1 NASBA CPE*

This webinar is only available to monthly subscribers. Join us for our third webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data.

2 IRS CE/2 CTEC/2 NASBA CPE*

Unlock key strategies for navigating the complexities of passive loss limitations and grouping elections in this essential webinar for tax professionals. This course will provide a comprehensive breakdown of passive loss rules, how they apply in real-world scenarios, and the critical decisions taxpayers must make when electing to group activities. It will demystify the differences between passive loss grouping elections and other aggregation elections, ensuring you understand their distinct tax implications. With a focus on strategic tax planning, we’ll explore when grouping can maximize tax benefits and when it might lead to unintended consequences.

1 IRS CE/1 CTEC/1 NASBA CPE*

The Tax Cuts and Jobs Act introduced the Qualified Business Income (QBI) deduction under IRC §199A, creating powerful tax savings for qualifying trades and businesses. But what about rental real estate? This course explores one of the most nuanced areas in modern tax law—when and how rental activities qualify as a trade or business for purposes of the §199A deduction. Through detailed analysis of statutory language, court decisions, and IRS guidance (including Rev. Proc. 2019-38), participants will learn to assess whether rental activities rise to the level of a trade or business under IRC §162. We will break down the safe harbor rules, examine case law, and explore various scenarios including triple-net leases, single-property landlords, and self-rentals. This course offers practitioners the tools to perform due diligence, evaluate facts and circumstances, and properly document their conclusions.

2 IRS CE/2 CTEC/2 NASBA CPE*

Join us for an in-depth webinar covering Depreciation, Depletion, and Amortization for tax preparers. This program will explore critical topics such as Depreciation methods, Special (Bonus) Depreciation, and Section 179 expensing. We'll also discuss the Depletion deduction, including percentage and cost depletion methods, and tax treatment of royalties and timber sales. Additionally, we'll cover the use of Form 3115 for changes in accounting methods. Enhance your knowledge and ensure accurate reporting for your clients with this essential tax webinar.

2 IRS CE/2 CTEC/2 NASBA CPE*

Join us for an engaging and informative webinar exploring the challenges and opportunities tax preparers face when working with clients who own rental properties. This program will provide a comprehensive overview of key tax forms, including Form 1040, Schedule E (Page 1) - Supplemental Income and Loss from rental real estate, and Form 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation. Gain valuable insights, practical tips, and expert guidance to confidently navigate rental property taxation for your clients.

Varies

Get ready to unlock the secrets of real estate taxation with our month-long webinar series designed for tax professionals! Whether you’re navigating short-term rentals, passive activity losses, grouping, or real estate professional status, this series delivers the strategies and insights you need to stay sharp and compliant.

2 IRS CE/2 CTEC/2 NASBA CPE*

"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.