
This webinar explores the latest IRS guidance, eligibility requirements, and documentation standards for residential energy efficiency improvements, clean vehicles, and commercial energy property. It also examines the newly introduced carryforward, transferability, and recapture provisions, ensuring participants are equipped to maximize credit benefits and avoid compliance pitfalls.
The webinar is a must to tax professionals advising clients on renewable energy installations, clean vehicle purchases, or energy-efficient business improvements.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00788-25
CTEC Course #: 6248-CE-00155

Jane Ryder, EA, CPA is a national speaker on many accounting, tax, and business compliance topics. She runs her CPA firm, Brass Tax Ryder Professional Group, Inc.in San Diego, California. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980.Brass Tax is a business centric practice, preparing and consulting on the preparation of Corporations, S corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies collections, audit appeals, offers in compromise, and other compliance related matters.
NO CE
"Our best deal is always to become a monthly subscriber" https://www.taxpracticepro.com/join-now *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
This webinar explores the latest IRS guidance, eligibility requirements, and documentation standards for residential energy efficiency improvements, clean vehicles, and commercial energy property. It also examines the newly introduced carryforward, transferability, and recapture provisions, ensuring participants are equipped to maximize credit benefits and avoid compliance pitfalls. The webinar is a must to tax professionals advising clients on renewable energy installations, clean vehicle purchases, or energy-efficient business improvements.
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.
*NO CE on recording
The program examines the reshaping of IRS staffing, leadership, and operations amid political realignment and federal workforce reductions. It analyzes the impact of the 2025 filing season, assess IRS performance data, and anticipate future challenges in enforcement and service delivery. This program equips practitioners to understand and anticipate changes that affect taxpayer service, compliance activity, and professional representation. It also clarifies the distinct roles of Congress, Treasury, and the IRS in tax policy and administration, helping tax pros navigate the shifting regulatory environment with greater confidence and accuracy. "Our best deal is always to become a monthly subscriber"
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Learn how to accurately complete IRS Form 706 with a focus on properly reporting the value of a deceased person's assets for DSUE (Deceased Spousal Unused Exclusion) purposes. This course guides you through the essential steps, including how to handle situations where the estate exceeds the annual exclusion amount. Clear examples and practical scenarios will be provided to help you apply the concepts with confidence. "Our best deal is always to become a monthly subscriber"
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
1 IRS CE/1 CTEC CE/1 NASBA CPE*
This webinar stands on its own as a solid introduction, but it's also recommended for those planning to attend the upcoming session on Marital Estate Tax Planning Trusts: Credit Shelter, Bypass, QTIP, and more.
2 IRS CE/2 CTEC 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 CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2025 Tax law never sleeps—and neither can you. As we cross the midpoint of 2025, major developments are already reshaping how you advise and represent your clients. New laws, court rulings, administrative guidance, and a revised Circular 230 are already in play. Join us for a fast-paced, practical breakdown of everything that matters so far in 2025—before you fall behind.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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 CE/2 NASBA CPE*
Unlock the essentials of tax and estate planning through the lens of fiduciary reporting. This comprehensive webinar will guide you through the design and function of trusts, the different types of trusts and how each impacts IRS Form 1041, and the tax implications that follow.