A Modern Way for Tax Pros to Earn CE & CPE

NO IRS/CTEC CE Available

"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available

3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits

This webinar is available online only. 3 Free Ethics Credits

2 IRS CE/2 CTEC/2 NASBA CPE

Roth IRAs certainly have advantages over Traditional IRAs such as no required minimum distributions, and the beneficiaries will receive the Roth IRA tax-free. This seminar will review the latest changes made by recent legislation such as SECURE 2.0. We will go over how to take advantage of the Mega Back Door Roth for our qualified clients. Also we will discuss how to make sure your client's Roth IRA distributions are tax-free.

3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits

Hybrid Event - The Trial of a US Tax Court Case – Practice & Procedure Part II THIS EVENT IS RESCHEDULED FROM OCTOER 14, 2025 This webinar was available for Virtual or LIVE In-Person attendance. "Our best deal is always to become a monthly subscriber"

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.

2 IRS CE/2 NASBA CPE*

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

2 IRS CE/2 CTEC/2 NASBA CPE

As investment strategies become more sophisticated, tax professionals must navigate increasingly complex reporting rules. This webinar explores advanced investment vehicles and their corresponding tax implications, including option contracts (puts and calls), foreign currency trading, exchange-traded funds (ETFs), and emerging assets such as Bitcoin, cryptocurrency, and other digital assets. It examines the critical distinctions between traders and investors, methods for determining basis in diverse asset classes, and the rules for reporting trades, sales, and associated net investment income tax (NIIT). This webinar equips practitioners to address client questions, ensure compliance, and reduce the risk of IRS scrutiny in an evolving investment landscape. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.

2 IRS CE/2 CTEC/2 NASBA CPE

Join Michael as he addresses the various concepts and rules surrounding the use of tax-exempt organizations. He will discuss the unique federal income tax rules associated with such organizations, including IRC §501(c)(3. He will also provide a comprehensive review of Form 990 EZ and related schedules. We also highlight the various 990 series filings, employment issues, unrelated business income and how to perfect a charitable contribution from the tax-exempt organization point of view. This program is an opportunity for the participant to expand their understanding of tax-exempt organizations. In closing, Michael will discuss some of the tax planning experiences using tax-exempt organizations. ‍*Self-Study recording not available for NASBA CPE credit.

2 IRS CE/2 CTEC/2 NASBA CPE

This program provides an in-depth overview of retirement plan options available to small business owners, including IRA-based plans (Traditional, Roth, SEP, and SIMPLE), §401(k) plans (Solo, SIMPLE, Safe Harbor, and Traditional), and defined benefit arrangements. It discusses the advantages and limitations of each plan type, funding and contribution rules, catch-up provisions under SECURE 2.0, and the tax benefits to both employers and employees. The program also covers practical steps in establishing, operating, and terminating plans, as well as tax credits (Form 8881) available to qualifying small employers. ‍*Self-Study recording not available for NASBA CPE credit.