Engagement Letters for 2026 Filing Season

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.

1 IRS CE/1 CTEC/1 NASBA CPE

‍*Self-Study recording not available for NASBA CPE credit.

1 IRS CE/1 CTEC/1 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

Did you know your client's Adjusted Gross Income can affect how much they pay for Medicare premiums? You will certainly get an earful from your client when they find out their Medicare premiums are going up. Is there anything you can do about it? This is called the Income-Related Monthly Adjustment Amount (IRMAA). We will review how IRMAA is computed and what we can do to help our clients manage their IRMAA amount. We will start with a bonus topic of the Social Security Fairness Act which was passed in January, 2025 which may affect some of your clients who can get retroactive Social Security benefits all the way back to 2024.

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

Hybrid Event 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.