A Modern Way for Tax Pros to Earn CE & CPE

2 IRS CE/CTEC/NASBA CPE*

This course provides an in-depth exploration of Publicly Traded Partnerships (PTPs), a unique investment vehicle that combines characteristics of both partnerships and publicly traded securities. For those who think they have no exposure to these, you are exactly who needs to take this course! ...

2 IRS CE/CTEC/NASBA CPE*

This presentation covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also tax planning and solutions for taxpayers which may need to change entities to take advantage of PTET elections. And analysis of PTET tax savings opportunities for "large taxable events"...

2 IRS CE/CTEC/NASBA CPE*

This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability.

2 IRS CE/CTEC/NASBA CPE*

This Program examines tax research and documentation by covering primary and secondary authorities, levels of authority, research methodology, the IRAC framework, search techniques, authority evaluation, and communication of research results. Participants will explore tax planning and compliance research, documentation practices, and a case study illustrating research, analysis, recommendations, and reporting.

2 IRS CE/CTEC/NASBA CPE*

This 2nd program in the Tax 101 series will look at the Schedule C, line by line, and review common snarls and practitioner issues when it comes to completing accurate Schedule Cs.

1 IRS CE/CTEC/NASBA CPE*

This program teaches tax professionals how to identify and remediate U.S. tax compliance issues when an offshore business unknowingly creates a U.S. branch or taxable presence. Using a real UK company case study, the program addresses federal payroll obligations, Form 1120-F filing, local nexus, voluntary disclosure, entity classification, banking challenges, and related penalty exposure.

2 IRS CE/CTEC/NASBA CPE*

This program focuses on the practical application of Form 2555, including determining eligibility under the bona fide residence test and physical presence test, and identifying what constitutes foreign earned income. Participants will also explore the housing exclusion, limitations, and coordination with other tax provisions that impact overall tax liability.

2 IRS CE/CTEC/NASBA CPE*

This Program examines the tax implications of divorce, including filing status, joint and individual liability, innocent spouse issues, Form 8332, credits associated with dependents, alimony, child support, property settlements, retirement accounts, allocating estimated taxes, carryforwards, Social Security, and practical divorce tax planning considerations.

2 IRS CE/CTEC/NASBA CPE*

This Program explores strategic planning opportunities using Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs). Participants will examine QCD and Charitable Gift Annuity (CGA) strategies, RMD planning considerations, OBBBA MAGI phase-out provisions, and IRMAA implications to help clients coordinate charitable giving, retirement distributions, and income-based tax planning decisions.