A Deep Dive into Education Credits

2 IRS CE/2 CTEC/2 NASBA CPE

Health savings accounts can provide triple tax advantages which includes a tax deduction for contributing to an HSA, tax deferred growth of the funds in the HSA, and tax-free distributions when the funds are used for qualified medical expenses. The OBBBA also made some changes to HSAs, but unfortunately not all the proposed changes made it into the final version of OBBBA. Our clients will always have medical expenses in retirement and HSAs are one of the best ways to prepare for these costs. We will review the special once-in-a-lifetime distribution from an IRA to an HSA which would convert the taxable IRA to a tax-free HSA. This is even better than a Roth conversion because there is no tax upon this rollover. *Self-Study recording not available for NASBA CPE credit.

2 IRS CE/2 NASBA CPE*

Only available for TPP unlimited CE subscribers. ($52 a month and a one-time set-up fee) "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.

NO CE FOR REPLAY

This course provides tax professionals with an in-depth review of the latest changes in California tax laws and regulations, with a focus on areas where the state does not conform to federal income tax law. Participants will explore planning strategies using California’s pass-through entity tax election, as well as key rules governing residency and nonresidency. The program will also address sourcing rules to determine when income is attributable to California, along with methods for calculating apportionment between California and other states. By the end of the course, attendees will be equipped to apply these concepts in practice to better advise clients with California tax exposure. *Self-Study recording not available for NASBA CPE credits

NO CE

"Our best deal is always to become a monthly subscriber"

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

This webinar is available for Virtual or LIVE In-Person attendance. Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.

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 CTEC/2 NASBA CPE

"Is NIIT actually required on this return? What income is subject to NIIT? Is my software computing it correctly?" This program equips tax professionals with the knowledge to identify potential errors in NIIT application and correct software miscalculations, ensuring proper treatment of Net Investment Income Tax on affected returns.

2 IRS CE/x2 CTEC CE/2 NASBA CPE*

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