All of our taxation CPE courses are included in the Unlimited Tax Special and the MEGA CPE Special.
Tax CPE courses in topics such as 1040 preparation, corporate taxation, partnerships, like-kind exchanges, bankruptcy, retirement planning, and more.
Plus, the tax bundle includes the 2-hr Tax Preparer Ethics course required by the IRS for enrolled agents. We also report your hours to the IRS at no additional charge if you need that service for your PTIN renewal.
State CPA Board Acceptance
Our tax CPE Courses are accepted in all 50 states for continuing education hours for CPAs.
1040 Workshop Bundle
The course bundle examines and explains the practical aspects of 1040 return preparation and individual planning, bridging the gap between theory and application.
1040 Workshop: Sec. 1: Individual Tax Elements (6.5 hrs)
1040 Workshop Sec. 1 covering individual tax elements.
1040 Workshop: Sec. 2: Expenses, Deductions and Accounting (7 hrs)
1040 Workshop Sec. 3 covering expenses, deductions, and accounting.
1040 Workshop: Sec. 3: Property Transfers and Retirement Plans (6.5 hrs)
1040 Workshop Sec. 3 covering property transfers and retirement plans.
1040 Workshop: Sec. 4: Losses, AMT, and Compliance (4 hrs)
1040 Workshop Sec. 4 with discussion of losses, AMT, and compliance.
AI Series: Considerations in Tax Preparation & Research (1 Hr)
This course provides an overview of the AI considerations with respect to tax preparation and tax research. Includes discussion of how AI technology can be used in tax preparation, including automated data collection & tax optimization strategies.
Asset Protection Mini-course (2 hrs)
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine proper reporting.
Asset Protection: Tax & Financial Aspects (17.5 hrs)
Discussion of planning tools for protecting assets.
Assets, Income and Cash (14.5 Hrs)
This course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.
Auto Taxation Rules (2 Hrs)
A review of apportionment of personal and business use, the actual cost/standard mileage method, and expensing. In addition, topics such as the benefits and costs of leasing vs owning, and working condition fringe benefits are discussed.
Bankruptcy Tax Issues (2 Hrs)
This course examines the Bankruptcy Abuse Prevention and Consumer Protection Act and explores the many tax issues of bankruptcy.
Basic Marital Tax Matters (2 hrs)
Marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored.
Business Expenses Mini-course (2 hrs)
This mini-course reviews various expenses that businesses may deduct and the requirements that must be met for those expenses to qualify for deduction.
Business Succession Planning: Entities & Title (2 Hrs)
Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition.
Business Taxation (24 Hrs)
The focus of this class is on tax devices and techniques available to the small-business owner.
Business Travel & Entertainment (2 hrs)
This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions.
Choice of Entity (22.5 hrs)
This comprehensive course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations.
Choosing the Right Business Entity & Getting Cash Out of It (3.5 hrs)
Shorter version of our Choice of Entity Course comparing sole proprietorships, partnerships, LLCs, C Corporations, and S Corporations.
Compensation Strategy for Small to Medium-Sized Businesses (3 hrs)
An examination of the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses.
Complete Guide to Estate & Gift Taxation (34.5 Hrs)
Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Corporate Tax Planning (21 hrs.)
This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations.
Corporate Taxation (2 Hrs)
This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law.
Covid-19 Tax Relief Summary (3 Hrs.)
Overview and summary of the Covid-19 Tax Relief legislation and pronouncements.
Debt and Interest: Allocation, Installment Sales, and Tax Treatment (2.5 hrs)
This mini-course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and bad debts.
Debt and Interest: Deductibility, Special Calculation Concepts & Provisions (2 hrs)
This course focuses on tax issues affecting the treatment of interest and debt. It covers the definition of bona fide debt, the impact of related parties, the avoidance of equity and lease characterization, and deductible versus nondeductible interest factors. Sticky cross issues such as the impact of at-risk rules under §465, passive loss restrictions of §469, and below-market rate loans under §7278 are examined. In addition, the accounting method treatment of interest, points, prepaid interest, and discounted loans are reviewed. Particular attention is given to imputed interest and original issue discount.
Defensive Divorce: Divorce Tax Issues (16 hrs)
A discussion of divorce tax issues.
Divorce Transfers and Settlements (2 hrs)
A review of property settlements and other transfers incident to divorce.
Easy Federal Tax Update & Inflation Adjustments (6 hrs)
Federal tax update with emphasis on quick access to major changes having special meaning to the tax practitioner and return preparer.
Education Tax Benefits (2 hrs)
In this 2-hr mini-course, practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible.
Employee Compensation & Benefits (3.5 hrs)
This course provides participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.
Estate Planning Essentials (10.5 hrs)
Designed to eliminate estate problems and death taxes, the emphasis of this course is on practical solutions that are cost effective.
Estate Planning with Business Issues (2 hrs)
An examination of wills, trusts, gifts, insurance, private annuities, and other general estate planning tools.
Estate Planning with Selected Issues (19.5 hrs)
A survey of wills, living trusts, gifts, marital property & probate.
Estate Tools and Trusts (2 Hrs)
A survey of wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective.
Ethics for Enrolled Agents: Overview of Circular 230 (2 hrs)
2-hour ethics course for IRS Enrolled Agents.
Family Estate Planning (2 hrs)
This course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance.
Family Tax Planning (24 Hrs)
This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family tax issues.
Family Tax Strategies (2 hrs)
The emphasis of this course is on using tax solutions to ease family economic concerns, permitting the practitioner to be a real tax hero.
Fast Track Retirement Planning (17.5 hrs)
This course will provide a working knowledge of the structuring, treatment, receipt and protection of retirement income using tax planning.
Financial Tax Planning Mini-course (2.5 Hrs)
Tax strategies relating to wealth building, capital preservation, and estate distribution.
Fringe Benefits Tax Guide (4 hrs)
An overview of basic fringe benefits that examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, dependent care, employer-provided automobiles, interest-free loans, etc. are discussed.
Guide to Corporate & Individual Taxation (35.5 hrs)
This course enables participants to discuss and handle business/personal tax essentials.
Guide to Tax Resolution: Solving IRS Problems (6 hrs)
Guide to tax resolution and solving IRS problems.
Inflation Reduction Act of 2022 (2 hrs)
An overview of energy tax credits and incentives, taxes and fees on fossil fuel, major features of the reinstated corporate AMT, electric vehicles, stock repurchases, and selected non-tax aspects of the IRA of 2022 legislation.
Installment Sales (2 hrs)
A discussion of the particulars of installment sales, including requirements, calculation, and pitfalls.
Like-Kind Exchanges (13.5 hrs)
This course alerts the practitioner to the different planning opportunities that surround like-kind exchanges.
Matching Investments to Tax Saving Techniques (13.5 hrs)
This course discusses investment matching for maximum after-tax return.
Medical, Charitable & Casualty Deductions (2.5 hrs)
This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility.
Partnership Taxation (13.5 Hrs)
This program examines tax issues relating to the formation and operation of partnerships.
Passive Loss Limitations & At-Risk Rules (2.5 hrs)
Discussion of passive loss limitation rules.
Property Dispositions (2 hrs)
This course alerts the tax practitioner to the different planning opportunities that surround property dispositions and also identifies the tax consequences of home sales, foreclosure, repossession, and other real property dispositions. Additional topics of interest include involuntary conversions and at-risk limits.
Real Estate Taxation (11 hrs)
Real estate taxation course with topics impacting property owners and investors -
Installment sales, imputed interest, exchanges, passive loss rules & more.
Retirement Income: Maximizing Tax Saving Strategies (2.5 hrs)
Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.
Retirement Plans Mini-Course (3.5 hrs)
This presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
S Corporations Mini-course (3 Hrs)
In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed.
Selected Legal Issues With Tax Analysis (2 hrs)
The emphasis of this 2 hr course is on the tax consequences of common legal issues in today's litigious society.
Tax Aspects of Marital and Financial Setbacks: Making the Best of Bad Situations (2 hrs)
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks.
Tax Cuts and Jobs Act: A Complete Review (30 hrs.)
Thorough review of the entire Tax Cuts and Jobs Act.
Tax Preparer Unlimited Special
Unlimited online access to all tax courses for one full year, as well as the 2-hr. Ethics for Tax Professionals course.
Tax, Bankruptcy, and Financial Problems (19.5 hrs)
A discussion of the strategic tax aspects of bankruptcy, divorce, property settlements, debt cancellation, foreclosure, elderly and estate planning.
TCJA Business Tax Reform (13 hrs)
Discussion of Business Tax Reform provisions of TCJA.
TCJA Exempt Organizations (1 hr)
Discussion of Exempt Organizations provisions of TCJA.
TCJA Individual Tax Reform (8 hrs)
Discussion of Individual Tax Reform provisions of TCJA.
TCJA International Tax Provisions (8 hrs)
Discussion of International Tax Reform provisions of TCJA.
TCJA Section 199A Pass-Through Business Deduction (2 hrs)
Overview of TCJA Section 199A deduction
Ultimate Guide to Retirement Planning (31.5 hrs)
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies.