Fundamentals of PTET
Allan J. "A.J." Reynolds
,
EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
Recommended Webinars
Tax Planning & Investments Series
Varies
TPP’s July Tax Webinar Series delivers 25 IRS/NASBA CPE credits with expert-led sessions on individual tax planning, 1099 reporting, investment income, retirement distributions, employee stock plans, PTET compliance across multiple states, reorganizations under IRC 368, and emerging issues like cryptocurrency and NFTs.
CTEC Qualified 2025 CA Tax Update
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
2026 Criminal Tax Update & IRS Tax Problem Solving Day
No CE Offered
This webinar reviews recent developments in DOJ tax enforcement, including the new Voluntary Disclosure program, CI investigation case studies, restitution in sentencing, scams like romance fraud, and updates from the SACS.
2026 Criminal Tax Update & IRS Tax Problem Solving DayEllie Jones and the Search for the IRC—Part 1
2 IRS/2 CTEC/NASBA CPE Available
This first part of a 3-part research methodology series teaches tax professionals how to parse questions, build effective search strings using Boolean logic, evaluate free and paid resources, and explore AI-assisted research with an introduction to prompt engineering.
Ellie Jones and the Search for the IRC—Part 1Show Me the Money! Form 8865 & Foreign Partnerships
2 IRS CE/2 NASBA CPE*
This webinar provides a practical guide to Form 8865 compliance, covering reporting requirements, tax implications, and best practices for handling foreign partnerships to ensure accurate filings and avoid penalties.
Show Me the Money! Form 8865 & Foreign PartnershipsFederal Tax Update Part 2—2025
3 IRS CE/3 CTEC/3 NASBA CPE
Stay current on key 2025 federal tax changes with this webinar, covering updates, compliance requirements, and planning strategies for tax professionals.
Federal Tax Update Part 2—2025PTET for California Business after SB132
1 NASBA CPE (NO IRS CE)
This webinar explains California’s PTET (Pass-Through Entity Tax) updates under SB 132, covering compliance, reporting requirements, and tax planning strategies for business owners and tax professionals.
PTET for California Business after SB132Tax Planning for PTET after OBBBA
2 IRS CE/2 CTEC/2 NASBA CPE
This webinar covers strategic tax planning for Pass-Through Entity Tax (PTET) in the post-OBBBA landscape, helping professionals optimize compliance, deductions, and client outcomes.
Tax Planning for PTET after OBBBANew York State Tax Update—2025
NASBA CPE
Stay up to date on New York State tax changes for 2025 with this webinar, covering legislative updates, compliance requirements, and planning strategies for tax professionals and businesses.
New York State Tax Update—2025Retirement Tax Playbook
2 IRS CE/2 CTEC/2 NASBA CPE
This webinar equips tax professionals with strategies for optimizing retirement planning, covering tax-efficient distributions, account management, and compliance best practices.
Retirement Tax PlaybookFederal Tax Update Part 1—2025
3 IRS CE/3 CTEC/3 NASBA CPE
This webinar delivers the first half of the 2025 federal tax update, highlighting key changes, guidance, and developments tax professionals need to prepare for the upcoming filing season.
Federal Tax Update Part 1—2025
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