$49.00 each Add to cart

A CPAs Code of Ethical Conduct for Kansas CPAs

  • Credits:  2
  • Format: Interactive Self Study eBook-
  • Field of Study: -Ethics-
  • Author/Speaker: Walter Austin
Available Formats: 
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Ethics
Course ID:WA-119.23
Published Date:Registered for 2023
COURSE DESCRIPTION

This basic course introduces and explains the ethical standards for the CPA, whether employed in public, governmental, or private accounting.  Applications of these are discussed in a professional context.  These Principles
are based on the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, which are the basic standards for all CPAs. 

This course explains the issues, developments, and problems addressed by recent AICPA and SEC Ethic pronouncements and updates.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Introduce various philosophical aspects of ethics and the Composition, Applicability, and Compliance
      aspects of the American Institute of Certified Public Accountant’s Code of
      Ethics.

    • Identify the Principles that provide the
      overall environment of the Code of Ethics. 

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA


    $49.00 each Add to cart

    Ethics for California CPAs

    • Credits: 2
    • Format: OnDemand® Webinar
    • Field of Study: -Regulatory Ethics-
    • Author/Speaker: Allison McLeod

    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Basic 
    Program Prerequisites:General Understanding of Ethics
    Course ID:6233-CE-0735 | AM-119.22-OD
    Published Date:April 2022
    COURSE DESCRIPTION

    A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax
    laws.  In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the
    California Regulations, Administrative Rules, and Code of Professional Conduct.  These sources govern the practice and responsibilities of California CPAs. It concludes with a section on how a CPA can put his or her ethics
    into action

    Learning Objectives:

    After reading the course material, you will be able to:

    • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
    • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
    • To analyze and apply the AICPA Code of Professional Conduct and California law that pertains to CPAs licensed to practice in the state of California. Students will become familiar with the California Statutes, Administrative Rules,                             and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them. 
    • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
    • Apply lessons learned from misconduct which is the subject of  historic and recent disciplinary actions taken by the Board
    • To review and discuss the rules and their implications for persons in a variety of practices, including:
      • CPAs who provide assurance, attest, or compilation services.
      • CPAs who provide tax services. 

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA

    CTEC
    $9.00 each Add to cart

    How to Select a Fiduciary

    • Credits:  1
    • Format: Interactive Self Study Video-
    • Field of Study: -Specialized Knowledge-
    • Author/Speaker: Art Werner
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Management
    Course ID:WR-136.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    During this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Knowing your clients' background will help you address their needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA


    $9.00 each Add to cart

    Planning for Disability

    • Credits:  1
    • Format: Interactive Self Study Video-
    • Field of Study: -Specialized Knowledge-
    • Author/Speaker: Art Werner
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Management
    Course ID:WR-132.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    During this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA


    $9.00 each Add to cart

    Traps and Pitfalls in the Estate Planning Process

    • Credits:  1
    • Format: Interactive Self Study Video-
    • Field of Study: -Specialized Knowledge-
    • Author/Speaker: Art Werner | Anthony Rocca
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Management
    Course ID:WR-135.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    Here we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but today we are going to focus on six (6) specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA


    $9.00 each Add to cart

    Trusts Living Wills POAs and Tax Considerations

    • Credits:  1
    • Format: Interactive Self Study Video-
    • Field of Study: -Specialized Knowledge-
    • Author/Speaker: Art Werner | Anthony Rocca
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Management
    Course ID:WR-133.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    In this course, we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly the medical wills and power of attorneys, medical surrogates, and financial planning for the uncertain future we all face.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA


    $49.00 each Add to cart

    01/16 AM 10-12 | Im Over Overtime

    • Credits:  2
    • Format: Scheduled Webinar
    • Field of Study: Personnel | HR
    •  
    • Author/Speaker: Frank Castillo
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of HR
    Course ID:FC-104.22-LW
    Published Date: June 2021
    COURSE DESCRIPTION

    There is no single topic that affects accounting professionals with such ferocity as sustained overtime.  Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless
    advances in technology.  During this course, well unpack this topic, discuss the negative impact of sustained overtime and propose strategies to tame this monster.

      Learning Objectives:

      After reading the course material, you will be able to:

      • Recall key trends and statistics associated with overtime in the accounting profession.
      • Identify key attributes concerning social anxiety and work addiction.
      • Recall proven strategies to reduce number of hours spent working overtime.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      $99.00 each Add to cart

      01/16 PM 1-5 | Planning and Compliance for Complex Transactions for Business Owners

      • Credits:  4
      • Format: Scheduled Webinar
      • Field of Study: -Business Management-
      •  
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Business Ownership
      Course ID:WR-353.22-LW
      Published Date: October 2020
      ***Special Note: This course does not qualify for IRS Reporting!***
      COURSE DESCRIPTION

      Every year brings new challenges. Changes in the Code sometimes hidden in legislation with deceptive names Court decisions affirming the value or assuring the risk in the advice we gave three years ago Complex transactions requiring
      application of old law to new circumstances All the sort of things we cover in this advanced-level program.

      Highlights include:
      • Federal income tax consequences of:
      • Insolvency Code Section 108 and Bankruptcy Code
      • Late elections Regulation 301.9100-2 and 3
      • Change in Accounting methods Code Section 446 and 481
      • Net Operating Loss calculation, carryovers, and limitation Code Sections 172, and 382

        Who Should Attend:
        • All Certified Public Accountants (CPAs)

        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
        NASBA


        $24.00 each Add to cart

        01/16 PM 6-7 | Working Better Together

        • Credits:  1
        • Format: Scheduled Webinar
        • Field of Study: Personnel | Human Resources
        • Author/Speaker: Frank Castillo
        Course ID:Advanced Preparation:Experience Level:
        FC-101.LWNoneOverview
        Published Date:Program Prerequisites:Other Course Formats:
        May 2021NoneSelf Study Video-- | Self Study Audio | OnDemand Webinar
        COURSE DESCRIPTION

        A long, long time ago we would simply call, email, or poke our head into someone?s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we'll cover ways to connect,
        what works well, what doesn't, and more importantly how to maximize our communication efforts.

        Learning Objectives:

        After reading the course material, you will be able to:

        • Recall synchronistic and asynchronistic ways of connecting remotely.
        • Identify best practices for communicating with colleagues virtually.
        • Recall the benefits of collaborative workspaces.

        Who Should Attend:
        • All Certified Public Accountants (CPAs)

        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
        NASBA


               
        $49.00 each Add to cart

        01/16 PM 8-10 | The Essentials of Fringe Benefits Planning

        • Credits:  2
        • Format: Scheduled Webinar
        • Field of Study: -Federal Tax Law-
        • Author/Speaker: Art Werner

        *Content Preview
        Available Formats: 
         
         
         
         
        Advanced Preparation:None
        Experience Level:Overview
        Program Prerequisites:General Understanding Taxation
        Course ID:EWTFM-T-01903-22-O | 6233-CE-0617 | WR-366.22-LW
        Published Date: September 2021
        COURSE DESCRIPTION

        Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques
        to meet a clients fringe benefit planning objectives. 

        This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including
        ERISA reporting and disclosure requirements.

        Who Should Attend:
        • All Certified Public Accountants (CPAs)
        • Enrolled Agents (EAs)
        • Other Tax Return Preparer (OTRP)

        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
        NASBA
        IRS
        CTEC
        $49.00 each Add to cart

        01/17 AM 10-12 | The Tax Practitioners Guide to Estate Administration

        • Credits:  2
        •  
        • Format: Scheduled Webinar
        • Field of Study: -Federal Tax Law-
        •  
        • Author/Speaker: Art Werner 
        * Preview not available until after first air date.
        *Content Preview
        Available Formats: 
         
         
         
        Advanced Preparation:None
        Experience Level:Overview
        Program Prerequisites:Basic Understanding of Taxation
        Course ID:EWTFM-T-02093-23-O | 6233-CE-0806 | WR-367.23
        Published Date: Oct 2021

        Course Description:

        The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets
        until the probate assets can be distributed to the individuals or entities having a beneficial interest therein For Federal purposes, it is the total of all assets owned or controlled by a decedent valued at their highest and best
        use (IRC "2031") Internal Revenue Code (Gross Estate) IRC "2033" includes in the gross estate all probate assets IRC "2034 " 2044 includes in the gross estate all non-probate assets "2034" Dower and courtesy rights "2035" Transfers
        in contemplation of death (3-year rule) "2036" Gratuitous transfers with a retained right to income or control of beneficial enjoyment "2037" Gratuitous transfers conditioned on surviving the decedent "2038" Gratuitous transfers
        with retained right to revoke "2039" - Annuities "2040" Jointly held property with the right of survivorship Between spouses Between non-spouses "2041" General Powers of Appointment "2042" Life Insurance the death benefit in which
        the decedent is insured and possesses an incidence of ownership "2044" Assets in a trust with respect to which a QTIP election was made by the estate of a prior spouse.

        Who Should Attend:
        • All Certified Public Accountants (CPAs)
        • Enrolled Agents (EAs)
        • Tax Return Preparers (TRPs)

        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
        NASBA
        IRS
        CTEC
        $49.00 each Add to cart

        01/17 PM 4-6 | Circular 230 The Ethical Guide

        • Credits:  2
        •  
        • Format: Scheduled Webinar
        • Field of Study: Federal Tax Ethics
        • Author/Speaker: Shelli Huston / Art Werner
        *Content Preview
        Available Formats: 
         
         
        Advanced Preparation:None
        Experience Level:Overview
        Program Prerequisites:General Understanding of Ethics
        Course ID:EWTFM-E-02099-23-O | 6233-CE-0812 | SH-212.23
        Published Date: June 2020
        COURSE DESCRIPTION

        This is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these
        issues are discussed. A final examination covering the course material is administered.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA
          IRS
          CTEC
          $49.00 each Add to cart

          01/17 PM 7-9 | Fundamentals of Income Taxation

          • Credits:  2
          •  
          • Format: Scheduled Webinar
          • Field of Study: -Federal Tax Law-
          • Author/Speaker: Allison McLeod
          *Content Preview
          Available Formats: 
           
           
           
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding of Taxation
          Course ID:EWTFM-T-02105-23-O | 6233-CE-0819 | AM-108.23
          Published Date:April 2022
          COURSE DESCRIPTION

          Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal
          for CPAs, CFPs, EAs, and other tax preparers.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify how the federal income tax differs from other types of federal taxes.
            • Determine the steps in computing a taxpayer's federal income tax liability.
            • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," “qualifying child,” “tax credits,” “filing status,” and “kiddie tax.”
            • Recognize how an individual's standard deduction is determined.
            • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
            • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
            • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)
            • Enrolled Agents (EAs)
            • Other Tax Return Preparer (OTRP)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
            NASBA
            IRS
            CTEC

            $24.00 each Add to cart

            01/17 PM 9-10 | Currently Not Collectible

            • Credits:  1
            • Format: Scheduled Webinar
            • Field of Study: -Federal Tax Update-
            • Author/Speaker: Charles Montecino
            *Content Preview
            Available Formats: 
             
             
             
            Advanced Preparation:None
            Experience Level:Overview
            Program Prerequisites:General Understanding of Taxation
            Course ID:EWTFM-U-02116-23-O | 6233-CE-0829 | CM-201.23
            Published Date: May 2020
            COURSE DESCRIPTION

            There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses,
            they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

            Topics include:
            • Who is Eligible
            • What is the Process
            • Documents to Submit
            • Completed Sample Forms
            • What Happens Next

            Learning Objectives:

            After reading the course material, you will be able to:

            • Determine Eligibility.
            • Identify forms required for submission.
            • Familiarize yourself with the different forms used in filing.
            • Provide sound advice to your clients and set expectations.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)
            • Enrolled Agents (EAs)
            • Other Tax Return Preparer (OTRP)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            IRS
            CTEC

            $49.00 each Add to cart

            01/18 AM 10-12 | The Tax Aspects of Cryptocurrency

            • Credits:  2
            • Format: OnDemand Webinar
            • Field of Study: -Federal Tax Law-
            • Author/Speaker: Art Werner

            *Content Preview
            Available Formats: 
             
             
             
            Advanced Preparation:None
            Experience Level:Overview
            Program Prerequisites:General Understanding of Taxation
            Course ID:EWTFM-T-02117-23-O | 6233-CE-0830 | WR-372.23
            Published Date: August 2021
            COURSE DESCRIPTION

            Cryptocurrency can be a very confusing issue for a client in both compliance and planning.   This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.  

            Topics include:
            • Introduction to cryptocurrency
            • Understanding the term blockchain
            • Various types of cryptocurrency
            • Why cryptocurrency is popular
            • Investment attributes of cryptocurrency
            • Tax aspects of cryptocurrency
            • Position of the Internal Revenue Service
            • Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
            • Understanding Notice 2014-21 FAQs
            • Compliance issues
            • Charitable issues
            • Internal Revenue Service enforcement

            Learning Objectives:

            After reading the course material, you will be able to:

            • To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)
            • Enrolled Agents (EAs)
            • Other Tax Return Preparer (OTRP)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            IRS
            CTEC
            $24.00 each Add to cart

            01/18 PM 1-2 | Sexual Harassment Prevention Begins with You

            • Credits:  1
            • Format: Scheduled Webinar
            • Field of Study: Personnel | Human Resources
            • Author/Speaker: Michael Morgan Jr

            *Content Preview
            Available Formats:
            Advanced Preparation:None
            Experience Level:Basic
            Program Prerequisites:None
            Course ID:MMJR-101.22-LW
            Published Date:August 2022
            COURSE DESCRIPTION

            This course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with an intent to improve working conditions for all and limit legal liability.

            This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description
            of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions
            that can be taken to prevent and remediate unacceptable behavior.

            Topics include:
            • Introduction
            • Definition and History of Sexual Harassment
            • Prevalence of Sexual Harassment
            • Federal and State Laws
            • Consequences of Sexual Harassment
            • Predictors of Sexual Harassment
            • Prevention and Intervention
            • Conclusion and Case Scenarios

            Learning Objectives:

            After reading the course material, you will be able to:

            • Define sexual harassment
            • Describe the prevalence of sexual harassment in the United States
            • Understand both Federal and some exemplar state laws about sexual harassment in the workplace
            • Identify kinds of sexual harassment from vignettes, identify potential risk and liability in the vignettes, and brainstorm actions that could prevent or intervene in the scenario
            • Understand the negative consequences of sexual harassment at the individual and organizational levels

            Who Should Attend:

            This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.

            • All Certified Public Accountants (CPAs)
            • Enrolled Agents (EAs)
            • Other Tax Return Preparer (OTRP)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA



            $49.00 each Add to cart

            01/18 PM 3-5 | Understanding IRAs and Qualified Retirement Plans After the Secure Act

            • Credits:  2
            • Format: Scheduled Webinar
            • Field of Study: -Federal Tax Law-
            • Author/Speaker: Art Werner
            *Content Preview
            Available Formats: 
             
             
             
            Advanced Preparation:None
            Experience Level:Overview
            Program Prerequisites:General Understanding of Taxation
            Course ID:EWTFM-T-02118-23-O | 6233-CE-0831 | WR-355.23
            Published Date: Oct 2020
            COURSE DESCRIPTION

            This is not a class on what is an IRA. As a CPA, Enrolled Agent, Attorney, or tax preparer you already know what an IRA is. Most of you think of an IRA as an Individual Retirement Account, I want you to think of it as an Individual
            Retirement Arrangement. So what's the difference? You can have multiple IRA accounts in multiple locations, banks, and brokerage houses. You can have it set up as a traditional, non-deductible, or even as a Roth IRA all of which
            is completely acceptable. But when we look at contributions as an example it's not a contribution to a specific account it's the total contribution to the arrangement. So why would I do all of these IRAs when I can set up a qualified
            plan that allows me greater contributions. Qualified plans include full-time employees and after the Secure Act, the calculations for determining full-time employees have changed. Join us as we travel across the traps and pitfalls
            to success in determining which one is the best for your unique situation.

              Learning Objectives:

              After reading the course material, you will be able to:

              • State the difference between an IRA and a qualified Plan.
              • Identify how much I can put into an IRA
              • Identify the pitfalls of early withdrawals.
              • Identify the traps of Roth Conversion.

              Who Should Attend:
              • All Certified Public Accountants (CPAs)
              • Enrolled Agents (EAs)
              • Other Tax Return Preparer (OTRP)

              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
              NASBA
              IRS
              CTEC
              $24.00 each Add to cart

              01/18 PM 6-7 | Creating Value

              • Credits:  1
              • Format: Scheduled Webinar
              • Field of Study: Business Management | Organization
              • Author/Speaker: Frank Castillo

              *Content Preview
              Available Formats:
              Advanced Preparation:None
              Experience Level:Basic
              Program Prerequisites:None
              Course ID:FC-105.LW
              Published Date:? September 2021


              COURSE DESCRIPTION

              Value!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver
              on client needs and expectations during this session.

                Learning Objectives:

                After reading the course material, you will be able to:

                • Recall the advantages of a value billing approach.
                • Identify ways CPAs can strengthen their relationships with clients.
                • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

                Who Should Attend:
                • All Certified Public Accountants (CPAs)

                Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                NASBA



                $24.00 each Add to cart

                01/18 PM 8-9 | Workplace Culture

                • Credits:  1
                • Format: Scheduled Webinar
                • Field of Study: Personnel | Human Resources
                • Author/Speaker: Frank Castillo
                *Content Preview
                Available Formats: 
                 
                 
                 
                Advanced Preparation:None
                Experience Level:Overview
                Program Prerequisites:General Understanding of Human Resources
                Course ID:FC-100.22-LW
                Published Date: April  2021
                COURSE DESCRIPTION

                Workplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies
                share and ways your organization can benefit.

                  Learning Objectives:

                  After reading the course material, you will be able to:

                  • Recall which elements factor into a companys attitudes, behaviors, and culture.
                  • Identify key statistics in connection with hiring and retention trends.
                  • Recall helpful tips that foster the development of company culture.

                  Who Should Attend:
                  • All Certified Public Accountants (CPAs)

                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                  NASBA


                  $49.00 each Add to cart

                  01/19 AM 10-12 | Post Mortem Estate Planning Primer

                  • Credits:  2
                  •  
                  • Format: Scheduled Webinar
                  • Field of Study: -Federal Tax Law-
                  • Author/Speaker: Art Werner

                  *Content Preview
                  Available Formats: 
                   
                   
                   
                  Advanced Preparation:None
                  Experience Level:Overview
                  Program Prerequisites:General Understanding of Taxation
                  Course ID:EWTFM-T-02119-23-O | 6233-CE-0832 | WR-365.23
                  Published Date:June 2021

                  COURSE DESCRIPTION

                  People die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse,
                  the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

                  This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA
                  should be discussing with their clients now. Not Later.

                    Learning Objectives:

                    After reading the course material, you will be able to:

                    • Identify Post Mortem Opportunities on the Final Form 1040
                    • Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
                    • Define Executor responsibility
                    • Prepare Post Mortem Estate Tax Elections Form706
                    • Understand the reasoning for using Alternate Evaluation Dates
                    • Define the requirements for Qualified Terminable Interest Property (QTIP)
                    • Define the requirements for Qualified Domestic Trust (QDOT) Election
                    • Identify the rules for Resident Alien Spouses
                    • Define Special Use Valuation [IRC 2032(A)]
                    • State the purpose and use of Portability Election [IRC 2010(c)]

                    Who Should Attend:
                    • All Certified Public Accountants (CPAs)
                    • Enrolled Agents (EAs)
                    • Other Tax Return Preparer (OTRP)

                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                    NASBA
                    IRS
                    CTEC

                    $49.00 each Add to cart

                    01/19 PM 1-3 | Employee Retention Credit (ERC)

                    • Credits:  2
                    •  
                    • Format: Scheduled Webinar
                    • Field of Study: -Federal Tax Update-
                    • Author/Speaker: MaryJane Hourani
                    *Content Preview
                    Available Formats: 
                     
                     
                     
                    Advanced Preparation:None
                    Experience Level:Overview
                    Program Prerequisites:General Understanding of Taxation
                    Course ID:EWTFM-U-02120-23-O | 6233-CE-0850 | MJH-427.23
                    Published Date: June 2020
                    COURSE DESCRIPTION

                    The seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American
                    Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts as well as guidance in IRS Notice 2021-20 and IRS Notice 2021-23.

                      Learning Objectives:

                      After reading the course material, you will be able to:

                      • Identify who is a Qualified Employer.
                      • Identify who are Qualified Employees.
                      • Discuss the qualifying factors of the Employee Retention Credit.
                      • Analyze the different parameters of each Act.
                      • Describe the procedures for claiming the Employee Retention Credit.
                      • Describe how to amend payroll tax returns to claim the Employee Retention Credit.

                      Who Should Attend:
                      • All Certified Public Accountants (CPAs)
                      • Enrolled Agents (EAs)
                      • Other Tax Return Preparer (OTRP)

                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                      NASBA
                      IRS
                      CTEC
                      $49.00 each Add to cart

                      01/19 PM 4-6 | Children of All Ages Comprehensive Planning Techniques

                      • Credits:  2
                      • Format: Scheduled Webinar
                      • Field of Study: -Federal Tax Update-
                      • Author/Speaker: Shelli Huston
                      *Content Preview
                      Available Formats: 
                       
                       
                       
                      Advanced Preparation:None
                      Experience Level:Overview
                      Program Prerequisites:General Understanding of Taxation
                      Course ID:EWTFM-U-02135-23-O | 6233-CE-0848 | SH-210.23
                      Published Date: May 2020
                      COURSE DESCRIPTION

                      What qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many
                      factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will
                      impact your tax return.

                      Topics include:
                      • Who are the children of today?
                      • Form 8332
                      • Definition of a Qualified Child
                      • Support Test
                      • Credits
                      • Kiddie Tax
                      • Gift Tax
                      • Working Children
                      • Retirement for a Child
                      • Health Insurance

                        Who Should Attend:
                        • All Certified Public Accountants (CPAs)
                        • Enrolled Agents (EAs)
                        • Other Tax Return Preparer (OTRP)

                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                        NASBA
                        IRS
                        CTEC

                        $24.00 each Add to cart

                        01/19 PM 7-8 | CPAs... Who are we?

                        • Credits:  1
                        • Format: Scheduled Webinar
                        • Field of Study: Personnel | Human Resources
                        •  
                        • Author/Speaker: Frank Castillo

                        *Content Preview
                        Available Formats: 
                         
                         
                         
                        Advanced Preparation:None
                        Experience Level:Basic 
                        Program Prerequisites:None
                        Course ID:FC-102.22-OD
                        Published Date:March 2022
                        COURSE DESCRIPTION

                        Its a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but well try!   During this 1-hour on-demand webinar, well review those common qualities found among us and discuss the
                        changing nature of our profession and ways that CPAs can adapt, survive and thrive! 

                        Learning Objectives:

                        After reading the course material, you will be able to:

                        1. Identify key changes impacting the CPA profession.
                        2. Recall common characteristics and traits commonly shared by our colleagues.
                        3. Identify steps we as professionals can take to build trust with our colleagues.

                        Who Should Attend:
                        • All Certified Public Accountants (CPAs)
                        • Enrolled Agents (EAs)
                        • Other Tax Return Preparer (OTRP)

                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                        NASBA


                        $49.00 each Add to cart

                        01/19 PM 8-10 | Tax Practice Standards

                        • Credits:  2
                        • Format: Scheduled Webinar
                        • Field of Study: -Regulatory Ethics-
                        • Author/Speaker: Allison McLeod

                        *Content Preview
                        Available Formats: 
                         
                         
                         
                        Advanced Preparation:None
                        Experience Level:Basic
                        Program Prerequisites:General Understanding of Ethics
                        Course ID:EWTFM-E-02143-23-O | 6233-CE-0857 | AM-128.23
                        Published Date:March 2022

                        ***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***

                        COURSE DESCRIPTION

                        Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards
                        for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for CPAs, EAs, or other tax professionals.

                        Learning Objectives:

                        After reading the course material, you will be able to:

                        • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency, and proper administration of the tax law.
                        • Understand the practitioners obligations to disclose certain client information when representing them against the IRS
                        • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC, and common law.
                        • Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

                        Who Should Attend:
                        • All Certified Public Accountants (CPAs)
                        • Enrolled Agents (EAs)
                        • Other Tax Return Preparer (OTRP)

                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                        NASBA
                        IRS
                        CTEC
                        $99.00 each Add to cart

                        01/20 AM 10-2 | Form 1041 Everything You Never Wanted to Know

                        • Credits:  4
                        • Format: Scheduled Webinar
                        • Field of Study: -Federal Tax Law-
                        • Author/Speaker: Art Werner
                        Course ID:Advanced Preparation:Experience Level:
                        EWTFM-T-02140-23-O | 6233-CE-0854NoneOverview
                        Published Date:Program Prerequisites:Other Course Formats:
                        Oct 2020Basic Understanding of TaxationSelf Study | Video- | Audio | OnDemand Webinar
                        COURSE DESCRIPTION

                        Certain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection)
                        as well as the basics of fiduciary income tax compliance.

                        Chapters include:

                        • Introduction & Definitions
                        • The Basics of Compliance
                        • Subchapter J of the internal revenue code
                        • Compliance
                        • Advanced Issues

                        Learning Objectives:

                        After reading the course material, you will be able to:

                        • Define Estate for state purposes
                        • Define Estate for Federal Purposes
                        • Define Probate
                        • Define Executor
                        • Define Trusts
                        • State when to file form 1040
                        • State the tax considerations in trusts
                        • Identify the 1041 Tax rate schedule
                        • Identify the benefits of a Section 645 Election
                        • State the charitable issues
                        • Determine the Mechanical calculation of DNI

                        Who Should Attend:
                        • All Certified Public Accountants (CPAs)
                        • Enrolled Agents (EAs)
                        • Tax Return Preparers (TRPs)

                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship's:
                        NASBA
                        IRS
                        CTEC
                               
                        $49.00 each Add to cart

                        01/20 PM 3-5 Understanding Aging and Financial Literacy

                        • Credits:  2
                        • Format: Scheduled Webinar
                        • Field of Study:Personnel | Human Resources
                        • Author/Speaker: Michael Morgan Jr

                        *Content Preview
                        Available Formats:
                        Advanced Preparation:None
                        Experience Level:Basic
                        Program Prerequisites:None
                        Course ID:MMJR-102.22
                        Published Date:August 2022
                        COURSE DESCRIPTION

                        This course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also
                        help participants develop their knowledge of how aging impacts their older clients abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept
                        of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging.

                        Topics include:
                        • The Aging Population
                        • A New Outlook on Retirement
                        • Age-related Changes in Cognition
                        • Numeracy and Financial Literacy
                        • Informed Financial Decision-Making
                        • Critical Thinking Application

                        Learning Objectives:

                        After reading the course material, you will be able to:

                        • Describe the general trends in the demographics of aging
                        • Critically examine the relationship between demographic changes, global economics, and personal finance
                        • Identify 2-3 ways normal aging influences late-life financial planning
                        • Define and assess client numeracy
                        • Engage in the teach-back method to support the clients informed financial decision-making

                        Who Should Attend:

                        This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical
                        practice consideration.

                        • All Certified Public Accountants (CPAs)
                        • Enrolled Agents (EAs)
                        • Other Tax Return Preparer (OTRP)

                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                        NASBA



                        $49.00 each Add to cart

                        01/20 PM 6-7 | Its all about Trust

                        • Credits:  1
                        • Format: Scheduled Webinar
                        • Field of Study: Personnel / Human Resources
                        • Author/Speaker: Frank Castillo
                        Available Formats:
                        Advanced Preparation:None
                        Experience Level:Overview
                        Program Prerequisites:NA
                        Course ID:FC-103.22-LW
                        Published Date: August 2021
                        COURSE DESCRIPTION

                        Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                        life into the expression CPA, most trusted adviser.

                          Learning Objectives:

                          After reading the course material, you will be able to:

                          • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                          • Identify various value-added services which strengthen the bonds of trust with clients.
                          • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                          Who Should Attend:
                          • All Certified Public Accountants (CPAs)

                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                          NASBA



                          $49.00 each Add to cart

                          01/20 PM 8-10 | Offer in Compromise Settle Tax Debts for Less Than What Is Owed

                          • Credits:  2
                          • Format: Scheduled Webinar
                          • Field of Study: -Federal Tax Update-
                          • Author/Speaker: Charles Montecino
                          *Content Preview
                          Available Formats: 
                           
                           
                           
                          Advanced Preparation:None
                          Experience Level:Overview
                          Program Prerequisites:General Understanding  of Taxation
                          Course ID:EWTFM-U-02144-23-O | 6233-CE-0858 | CM-200.23
                          Published Date: May 2020
                          COURSE DESCRIPTION

                          The Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they go off the grid. They take jobs that pay in cash, work as subcontractors, and dont have a
                          bank account. By not working on the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck. By not
                          having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle
                          their tax debts, reestablish their credit, and get the trauma out of their life.

                          Topics include:
                          • Effective Tax Administration
                          • Doubt as to Liability
                          • Doubt as to Collectability

                          Learning Objectives:

                          After reading the course material, you will be able to:

                          • Identify the three types of offers
                          • Determine which offer best serves your client
                          • Familiarize yourself with the different forms used in filing

                          Who Should Attend:
                          • All Certified Public Accountants (CPAs)
                          • Enrolled Agents (EAs)
                          • Other Tax Return Preparer (OTRP)

                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                          NASBA
                          IRS
                          CTEC
                          $99.00 each Add to cart

                          01/23 AM 10-2 | Advising the Individual Taxpayer with Complex Tax Affairs

                          • Credits:  4
                          • Format: Scheduled Webinar
                          • Field of Study: -Federal Tax Law-
                          •  
                          • Author/Speaker: Art Werner
                          *Content Preview
                          Available Formats:
                          Advanced Preparation:None
                          Experience Level:Overview
                          Program Prerequisites:General Understanding of Taxation
                          Course ID:EWTFM-T-02131-23-O | 6233-CE-0844 | WR-354.23
                          Published Date: September 2020
                          COURSE DESCRIPTION

                          This program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for
                          families.

                          Highlights include:
                          • Be prepared to discuss popular tax shelters, explaining why one works and another does not. In addition to COVID 19 compliance, and understanding phase-in, phase-out limitations on high-income individuals, some planning ideas.
                            What are some safe tax shelters often overlooked?
                          • Taking advantage of various opportunities for income tax deferral
                          • Income splitting
                          • Section 1202 Stock
                          • Cash gifts to Uniform Gift to Minors accounts
                          • Qualifying children for IRA accounts
                          • Building cash values in Life Insurance policies
                          • GRITS, GRATS, and CRUTS and why they are not popular right now

                            Who Should Attend:
                            • All Certified Public Accountants (CPAs)
                            • Enrolled Agents (EAs)
                            • Other Tax Return Preparer (OTRP)

                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                            NASBA
                            IRS
                            CTEC

                            $49.00 each Add to cart

                            01/23 PM 3-5 | The New Form 7203 & How to calculate Shareholder Basis

                            • Credits:  2
                            •  
                            • Format: Scheduled Webinar
                            • Field of Study: -Federal Tax Law-
                            • Author/Speaker: MaryJane Hourani

                            * Preview not available until after first air date.
                            *Content Preview
                            Available Formats:
                            Advanced Preparation:None
                            Experience Level:Overview
                            Program Prerequisites:Basic Understanding of Taxation
                            Course ID:EWTFM-T-02145-23-O | 6233-CE-0838 | MJH-429.23
                            Published Date: Jan 2022


                            COURSE DESCRIPTION

                            Beginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's
                            outside basis as well as debt basis so as to compute any loss limitations under I.R.C. 461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will
                            be strategies of how to reconstruct shareholder basis when it has not been done in the past.

                            Topics include:
                            • At-Risk Limitations
                            • Passive Activity Limitations
                            • Stock and Debt Basis Limitations
                            • Completing Form 7203
                            • Reconstructing Basis
                            • Court Cases

                            Learning Objectives:

                            After reading the course material, you will be able to:

                            • Delineate Form 7203
                            • Determine how to complete Form 7203
                            • Outline strategies to reconstruct Shareholder Basis
                            • Explain loss limitations of 461
                            • Compare at-risk rules and limitations

                            Who Should Attend:
                            • All Certified Public Accountants (CPAs)
                            • Enrolled Agents (EAs)
                            • Other Tax Return Preparer (OTRP)

                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                            NASBA
                            IRS
                            CTEC

                            $49.00 each Add to cart

                            01/23 PM 6-8 | The ABCs of Advisory Services

                            • Credits:  2
                            • Format: Scheduled Webinar
                            • Field of Study: -Federal Tax Law-
                            • Author/Speaker: Art Werner

                            *Content Preview
                            Available Formats:
                            Advanced Preparation:None
                            Experience Level:Intermediate
                            Program Prerequisites:General Understanding
                            Course ID:EWTFM-T-02146-23-O | 6233-CE-0859 | WR-373.23
                            Published Date:November 2021


                            COURSE DESCRIPTION

                            Over the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice.  Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing
                            Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding
                            of a variety of necessary issues and techniques.

                            Topics include:
                            • Understanding the concept of ?Integrated Planning? (financial, estate, asset protection, and tax planning)
                            • Changes in the landscape of a tax practitioner?s practice
                            • The bridging of services
                            • Getting started ? Where do your clients fail?
                            • Understanding the primary planning issues for all clients
                            • Estate and Gift issues
                            • Traps, pitfalls, and tips in planning
                            • Practical steps in establishing a tax advisory and wealth management services practice
                            • Domicile issues

                            Learning Objectives:

                            After reading the course material, you will be able to:

                            • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice

                            Who Should Attend:
                            • All Certified Public Accountants (CPAs)
                            • Enrolled Agents (EAs)
                            • Other Tax Return Preparer (OTRP)

                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                            NASBA
                            IRS
                            CTEC

                            $24.00 each Add to cart

                            01/23 PM 9-10 | An Introduction to Self-Directed Solo 401(k)s

                            • Credits:  1
                            • Format: Scheduled Webinar
                            • Field of Study: -Federal Tax Law-
                            • Author/Speaker: Whitney Nash
                            *Content Preview
                            Available Formats:
                            Advanced Preparation:None
                            Experience Level:Overview
                            Program Prerequisites:General Understanding of Self Directed 401(k)s
                            Course ID:EWTFM-T-02133-23-O | 6233-CE-0846 | WN-201.23
                            Published Date: March 2021
                            COURSE DESCRIPTION

                            This course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize
                            when a client might benefit from adopting a plan, gain solid background knowledge to answer clients most common questions, and learn about important information regarding applicable tax implications and filing requirements.

                            As your clients most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe
                            one of the best, cost-effective, and tax-efficient optimization strategies available for them.

                              Learning Objectives:

                              After reading the course material, you will be able to:

                              • Gain an understanding of the Self-Directed Solo 401(k)s eligibility requirements, contribution limits, investment options, features, and provisions.
                              • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.
                              • Learn the pitfalls that could result in adverse tax consequences and penalties.
                              • Obtain important tax filing information and learn about the reporting requirements for the plan.

                              Website for Hyperlinking:

                              www.nashionalsd.com

                              Who Should Attend:
                              • All Certified Public Accountants (CPAs)
                              • Enrolled Agents (EAs)
                              • Other Tax Return Preparer (OTRP)

                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                              NASBA
                              IRS
                              CTEC

                              $74.00 each Add to cart

                              01/24 AM 10-1 | Max Test Drive-How to Tune Up your Thinking

                              • Credits:  3
                              • Format: Scheduled Webinar
                              • Field of Study: Personnel | Human Resources
                              • Author/Speaker: Michael Morgan Jr.

                              *Content Preview
                              Available Formats:
                              Advanced Preparation:None
                              Experience Level:Basic
                              Program Prerequisites:General Understanding of Working Under Pressure
                              Course ID:MMJR-100.22-LW
                              Published Date: August 2022
                              ***Special Note: This course does not qualify for IRS Reporting!***


                              COURSE DESCRIPTION

                              Are you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition?
                              Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to? This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance.
                              The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence ones, mental faculties. By the end of this lecture, you will know practical
                              steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life.
                              Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance.

                              Course Outline:
                              1. Introduction
                              2. The Biology of Performance
                              3. The Environment for Performance
                              4. The Psychology of Performance
                              5. Conclusion

                              Learning Objectives:

                              After reading the course material, you will be able to:

                              • Describe psychological theories related to cognitive performance such as the Zone of Maximal Performance
                              • Identify 2-3 biological factors they can address to improve mental functioning
                              • Analyze whether an environment is conducive to optimal performance
                              • Develop a psychological toolkit that supports learning
                              • Create interpolated self-quizzes to maximize gist retention and recall

                              Who Should Attend:
                              • This course was created for individuals who engage in mentally demanding work or preparation for some form of high-pressure mental performance situation (e.g., licensure examinations).
                              • Individuals who complete this course will acquire knowledge, skills, and awareness of actionable steps at their disposal to improve their mental performance.
                              • Anyone/Everyone can benefit from this knowledge.

                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                              NASBA



                              $49.00 each Add to cart

                              01/24 PM 1-3 | Schedule K-1 What is it & What do I do with it?

                              • Credits:  2
                              • Format: Scheduled Webinar
                              • Field of Study: -Federal Tax Law-
                              • Author/Speaker: MaryJane Hourani

                              *Content Preview
                              Available Formats: 
                               
                               
                               
                              Advanced Preparation:None
                              Experience Level:Overview
                              Program Prerequisites:General Understanding of Taxation
                              Course ID:EWTFM-T-02068-23-O | 6233-CE-0782 | MJH-428.23
                              Published Date:March 2022
                              COURSE DESCRIPTION

                              This seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report
                              them on the Individual Income Tax Form 1040. QBI, Qualified Business Income Deduction, will be covered along with the reporting criteria. Discussion of relevant basis and loss limitations will also be addressed in this seminar
                              as well.

                                Learning Objectives:

                                After reading the course material, you will be able to:

                                • Define what a Schedule K-1 is.
                                • Distinguish the differences between Schedule K-1 received from different entities.
                                • Outline the application of Basis Limitation, Loss Limitations, and Material Participation.
                                • Compare and Examine several case studies.
                                • Review the integration with the QBI (Qualified Business Income Deduction).
                                • Highlight proposed 2021 changes to Schedule K-2 and Schedule K-3.

                                Who Should Attend:
                                • All Certified Public Accountants (CPAs)
                                • Enrolled Agents (EAs)
                                • Other Tax Return Preparer (OTRP)

                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                NASBA
                                IRS
                                CTEC
                                $49.00 each Add to cart

                                01/24 PM 4-6 | Navigating the New Schedules K-2 and K-3

                                • Credits:  2
                                • Format: Scheduled Webinar
                                • Field of Study: -Federal Tax Law-
                                • Author/Speaker: Mary Jane Hourani

                                *Content Preview
                                Available Formats: 
                                 
                                 
                                 
                                 
                                Advanced Preparation:None
                                Experience Level:Basic
                                Program Prerequisites:General Understanding of Taxes
                                Course ID:EWTFM-T-02069-23-O | 6233-CE-0783 | MJH-430.23
                                Published Date:Mar 2022
                                COURSE DESCRIPTION

                                This course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course
                                hopes to clarify the filing requirements with updated guidance. Additionally, this course will discuss all eleven (11) parts of the form.

                                Learning Objectives:

                                After reading the course material, you will be able to:

                                • Outline Schedule K-2 for Partnerships and S Corporations
                                • Describe the filing requirements and penalty relief
                                • Explain the recent guidance provided by the IRS
                                • Highlight changes to Schedule K-2 and Schedule K-3

                                Who Should Attend:
                                • All Certified Public Accountants (CPAs)
                                • Enrolled Agents (EAs)
                                • Other Tax Return Preparer (OTRP)

                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                NASBA
                                IRS
                                CTEC
                                $49.00 each Add to cart

                                01/24 PM 7-9 | Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031

                                • Credits:  2
                                • Format: Scheduled Webinar
                                • Field of Study: -Federal Tax Update-
                                • Author/Speaker: Allison McLeod

                                *Content Preview
                                Available Formats: 
                                 
                                 
                                 
                                Advanced Preparation:None
                                Experience Level:Basic 
                                Program Prerequisites:General Understanding of Taxes
                                Course ID:EWTFM-U-02070-23-O | 6233-CE-0784 | AM-122.23
                                Published Date:April 2022
                                COURSE DESCRIPTION

                                Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal shelters available to those buying and selling real property.  We will be covering the basic structure of an LKE, and ways
                                a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself
                                in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants, or other tax professionals.

                                Learning Objectives:

                                After reading the course material, you will be able to:

                                • Determine whether an LKE can be used to defer taxes upon the sale of real property.
                                • Know when it is appropriate to use a QI in effecting an LKE.
                                • Define a DST and how it can be used in obtaining replacement property on a timely basis.
                                • Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

                                Who Should Attend:
                                • All Certified Public Accountants (CPAs)
                                • Enrolled Agents (EAs)
                                • Tax Return Preparers (TRPs)

                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                NASBA
                                IRS
                                CTEC
                                $49.00 each Add to cart

                                01/25 AM 10-12 | Im Over Overtime

                                • Credits:  2
                                • Format: Scheduled Webinar
                                • Field of Study: Personnel | HR
                                •  
                                • Author/Speaker: Frank Castillo
                                Available Formats:
                                Advanced Preparation:None
                                Experience Level:Overview
                                Program Prerequisites:General Understanding of HR
                                Course ID:FC-104.22-LW
                                Published Date: June 2021
                                COURSE DESCRIPTION

                                There is no single topic that affects accounting professionals with such ferocity as sustained overtime.  Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless
                                advances in technology.  During this course, well unpack this topic, discuss the negative impact of sustained overtime and propose strategies to tame this monster.

                                  Learning Objectives:

                                  After reading the course material, you will be able to:

                                  • Recall key trends and statistics associated with overtime in the accounting profession.
                                  • Identify key attributes concerning social anxiety and work addiction.
                                  • Recall proven strategies to reduce number of hours spent working overtime.

                                  Who Should Attend:
                                  • All Certified Public Accountants (CPAs)

                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                  NASBA



                                  $99.00 each Add to cart

                                  01/25 PM 1-5 | Planning and Compliance for Complex Transactions for Business Owners

                                  • Credits:  4
                                  • Format: Scheduled Webinar
                                  • Field of Study: -Business Management-
                                  •  
                                  • Author/Speaker: Art Werner
                                  *Content Preview
                                  Available Formats: 
                                   
                                   
                                   
                                  Advanced Preparation:None
                                  Experience Level:Overview
                                  Program Prerequisites:General Understanding of Business Ownership
                                  Course ID:WR-353.22-LW
                                  Published Date: October 2020
                                  ***Special Note: This course does not qualify for IRS Reporting!***
                                  COURSE DESCRIPTION

                                  Every year brings new challenges. Changes in the Code sometimes hidden in legislation with deceptive names Court decisions affirming the value or assuring the risk in the advice we gave three years ago Complex transactions requiring
                                  application of old law to new circumstances All the sort of things we cover in this advanced-level program.

                                  Highlights include:
                                  • Federal income tax consequences of:
                                  • Insolvency Code Section 108 and Bankruptcy Code
                                  • Late elections Regulation 301.9100-2 and 3
                                  • Change in Accounting methods Code Section 446 and 481
                                  • Net Operating Loss calculation, carryovers, and limitation Code Sections 172, and 382

                                    Who Should Attend:
                                    • All Certified Public Accountants (CPAs)

                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                    NASBA


                                    $24.00 each Add to cart

                                    01/25 PM 6-7 | Working Better Together

                                    • Credits:  1
                                    • Format: Scheduled Webinar
                                    • Field of Study: Personnel | Human Resources
                                    • Author/Speaker: Frank Castillo
                                    Course ID:Advanced Preparation:Experience Level:
                                    FC-101.LWNoneOverview
                                    Published Date:Program Prerequisites:Other Course Formats:
                                    May 2021NoneSelf Study Video-- | Self Study Audio | OnDemand Webinar
                                    COURSE DESCRIPTION

                                    A long, long time ago we would simply call, email, or poke our head into someone?s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we'll cover ways to connect,
                                    what works well, what doesn't, and more importantly how to maximize our communication efforts.

                                    Learning Objectives:

                                    After reading the course material, you will be able to:

                                    • Recall synchronistic and asynchronistic ways of connecting remotely.
                                    • Identify best practices for communicating with colleagues virtually.
                                    • Recall the benefits of collaborative workspaces.

                                    Who Should Attend:
                                    • All Certified Public Accountants (CPAs)

                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                    NASBA


                                           
                                    $49.00 each Add to cart

                                    01/25 PM 8-10 | The Essentials of Fringe Benefits Planning

                                    • Credits:  2
                                    • Format: Scheduled Webinar
                                    • Field of Study: -Federal Tax Law-
                                    • Author/Speaker: Art Werner

                                    *Content Preview
                                    Available Formats: 
                                     
                                     
                                     
                                     
                                    Advanced Preparation:None
                                    Experience Level:Overview
                                    Program Prerequisites:General Understanding Taxation
                                    Course ID:EWTFM-T-02071-23-O | 6233-CE-0785 | WR-366.23
                                    Published Date: September 2021
                                    COURSE DESCRIPTION

                                    Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques
                                    to meet a clients fringe benefit planning objectives. 

                                    This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including
                                    ERISA reporting and disclosure requirements.

                                    Who Should Attend:
                                    • All Certified Public Accountants (CPAs)
                                    • Enrolled Agents (EAs)
                                    • Other Tax Return Preparer (OTRP)

                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                    NASBA
                                    IRS
                                    CTEC
                                    $49.00 each Add to cart

                                    01/26 AM 10-12 | The Tax Practitioners Guide to Estate Administration

                                    • Credits:  2
                                    •  
                                    • Format: Scheduled Webinar
                                    • Field of Study: -Federal Tax Law-
                                    •  
                                    • Author/Speaker: Art Werner 
                                    * Preview not available until after first air date.
                                    *Content Preview
                                    Available Formats: 
                                     
                                     
                                     
                                    Advanced Preparation:None
                                    Experience Level:Overview
                                    Program Prerequisites:Basic Understanding of Taxation
                                    Course ID:EWTFM-T-02093-23-O | 6233-CE-0806 | WR-367.23
                                    Published Date: Oct 2021

                                    Course Description:

                                    The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets
                                    until the probate assets can be distributed to the individuals or entities having a beneficial interest therein For Federal purposes, it is the total of all assets owned or controlled by a decedent valued at their highest and best
                                    use (IRC "2031") Internal Revenue Code (Gross Estate) IRC "2033" includes in the gross estate all probate assets IRC "2034 " 2044 includes in the gross estate all non-probate assets "2034" Dower and courtesy rights "2035" Transfers
                                    in contemplation of death (3-year rule) "2036" Gratuitous transfers with a retained right to income or control of beneficial enjoyment "2037" Gratuitous transfers conditioned on surviving the decedent "2038" Gratuitous transfers
                                    with retained right to revoke "2039" - Annuities "2040" Jointly held property with the right of survivorship Between spouses Between non-spouses "2041" General Powers of Appointment "2042" Life Insurance the death benefit in which
                                    the decedent is insured and possesses an incidence of ownership "2044" Assets in a trust with respect to which a QTIP election was made by the estate of a prior spouse.

                                    Who Should Attend:
                                    • All Certified Public Accountants (CPAs)
                                    • Enrolled Agents (EAs)
                                    • Tax Return Preparers (TRPs)

                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                    NASBA
                                    IRS
                                    CTEC
                                    $49.00 each Add to cart

                                    01/26 PM 4-6 | Circular 230 The Ethical Guide

                                    • Credits:  2
                                    •  
                                    • Format: Scheduled Webinar
                                    • Field of Study: Federal Tax Ethics
                                    • Author/Speaker: Shelli Huston / Art Werner
                                    *Content Preview
                                    Available Formats: 
                                     
                                     
                                    Advanced Preparation:None
                                    Experience Level:Overview
                                    Program Prerequisites:General Understanding of Ethics
                                    Course ID:EWTFM-E-02099-23-O | 6233-CE-0812 | SH-212.23
                                    Published Date: June 2020
                                    COURSE DESCRIPTION

                                    This is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these
                                    issues are discussed. A final examination covering the course material is administered.

                                      Who Should Attend:
                                      • All Certified Public Accountants (CPAs)
                                      • Enrolled Agents (EAs)
                                      • Other Tax Return Preparer (OTRP)

                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                      NASBA
                                      IRS
                                      CTEC
                                      $49.00 each Add to cart

                                      01/26 PM 7-9 | Fundamentals of Income Taxation

                                      • Credits:  2
                                      •  
                                      • Format: Scheduled Webinar
                                      • Field of Study: -Federal Tax Law-
                                      • Author/Speaker: Allison McLeod
                                      *Content Preview
                                      Available Formats: 
                                       
                                       
                                       
                                      Advanced Preparation:None
                                      Experience Level:Overview
                                      Program Prerequisites:General Understanding of Taxation
                                      Course ID:EWTFM-T-02105-23-O | 6233-CE-0819 | AM-108.23
                                      Published Date:April 2022
                                      COURSE DESCRIPTION

                                      Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal
                                      for CPAs, CFPs, EAs, and other tax preparers.

                                        Learning Objectives:

                                        After reading the course material, you will be able to:

                                        • Identify how the federal income tax differs from other types of federal taxes.
                                        • Determine the steps in computing a taxpayer's federal income tax liability.
                                        • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," “qualifying child,” “tax credits,” “filing status,” and “kiddie tax.”
                                        • Recognize how an individual's standard deduction is determined.
                                        • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
                                        • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
                                        • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

                                        Who Should Attend:
                                        • All Certified Public Accountants (CPAs)
                                        • Enrolled Agents (EAs)
                                        • Other Tax Return Preparer (OTRP)

                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                        NASBA
                                        IRS
                                        CTEC

                                        $24.00 each Add to cart

                                        01/26 PM 9-10 | Currently Not Collectible

                                        • Credits:  1
                                        • Format: Scheduled Webinar
                                        • Field of Study: -Federal Tax Update-
                                        • Author/Speaker: Charles Montecino
                                        *Content Preview
                                        Available Formats: 
                                         
                                         
                                         
                                        Advanced Preparation:None
                                        Experience Level:Overview
                                        Program Prerequisites:General Understanding of Taxation
                                        Course ID:EWTFM-U-02116-23-O | 6233-CE-0829 | CM-201.23
                                        Published Date: May 2020
                                        COURSE DESCRIPTION

                                        There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses,
                                        they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

                                        Topics include:
                                        • Who is Eligible
                                        • What is the Process
                                        • Documents to Submit
                                        • Completed Sample Forms
                                        • What Happens Next

                                        Learning Objectives:

                                        After reading the course material, you will be able to:

                                        • Determine Eligibility.
                                        • Identify forms required for submission.
                                        • Familiarize yourself with the different forms used in filing.
                                        • Provide sound advice to your clients and set expectations.

                                        Who Should Attend:
                                        • All Certified Public Accountants (CPAs)
                                        • Enrolled Agents (EAs)
                                        • Other Tax Return Preparer (OTRP)

                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                        NASBA
                                        IRS
                                        CTEC

                                        $49.00 each Add to cart

                                        01/27 AM 10-12 | The Tax Aspects of Cryptocurrency

                                        • Credits:  2
                                        • Format: OnDemand Webinar
                                        • Field of Study: -Federal Tax Law-
                                        • Author/Speaker: Art Werner

                                        *Content Preview
                                        Available Formats: 
                                         
                                         
                                         
                                        Advanced Preparation:None
                                        Experience Level:Overview
                                        Program Prerequisites:General Understanding of Taxation
                                        Course ID:EWTFM-T-02117-23-O | 6233-CE-0830 | WR-372.23
                                        Published Date: August 2021
                                        COURSE DESCRIPTION

                                        Cryptocurrency can be a very confusing issue for a client in both compliance and planning.   This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.  

                                        Topics include:
                                        • Introduction to cryptocurrency
                                        • Understanding the term blockchain
                                        • Various types of cryptocurrency
                                        • Why cryptocurrency is popular
                                        • Investment attributes of cryptocurrency
                                        • Tax aspects of cryptocurrency
                                        • Position of the Internal Revenue Service
                                        • Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
                                        • Understanding Notice 2014-21 FAQs
                                        • Compliance issues
                                        • Charitable issues
                                        • Internal Revenue Service enforcement

                                        Learning Objectives:

                                        After reading the course material, you will be able to:

                                        • To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.

                                        Who Should Attend:
                                        • All Certified Public Accountants (CPAs)
                                        • Enrolled Agents (EAs)
                                        • Other Tax Return Preparer (OTRP)

                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                        NASBA
                                        IRS
                                        CTEC
                                        $24.00 each Add to cart

                                        01/27 PM 1-2 | Sexual Harassment Prevention Begins with You

                                        • Credits:  1
                                        • Format: Scheduled Webinar
                                        • Field of Study: Personnel | Human Resources
                                        • Author/Speaker: Michael Morgan Jr

                                        *Content Preview
                                        Available Formats:
                                        Advanced Preparation:None
                                        Experience Level:Basic
                                        Program Prerequisites:None
                                        Course ID:MMJR-101.22-LW
                                        Published Date:August 2022
                                        COURSE DESCRIPTION

                                        This course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with an intent to improve working conditions for all and limit legal liability.

                                        This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description
                                        of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions
                                        that can be taken to prevent and remediate unacceptable behavior.

                                        Topics include:
                                        • Introduction
                                        • Definition and History of Sexual Harassment
                                        • Prevalence of Sexual Harassment
                                        • Federal and State Laws
                                        • Consequences of Sexual Harassment
                                        • Predictors of Sexual Harassment
                                        • Prevention and Intervention
                                        • Conclusion and Case Scenarios

                                        Learning Objectives:

                                        After reading the course material, you will be able to:

                                        • Define sexual harassment
                                        • Describe the prevalence of sexual harassment in the United States
                                        • Understand both Federal and some exemplar state laws about sexual harassment in the workplace
                                        • Identify kinds of sexual harassment from vignettes, identify potential risk and liability in the vignettes, and brainstorm actions that could prevent or intervene in the scenario
                                        • Understand the negative consequences of sexual harassment at the individual and organizational levels

                                        Who Should Attend:

                                        This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.

                                        • All Certified Public Accountants (CPAs)
                                        • Enrolled Agents (EAs)
                                        • Other Tax Return Preparer (OTRP)

                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                        NASBA



                                        $49.00 each Add to cart

                                        01/27 PM 3-5 | Understanding IRAs and Qualified Retirement Plans After the Secure Act

                                        • Credits:  2
                                        • Format: Scheduled Webinar
                                        • Field of Study: -Federal Tax Law-
                                        • Author/Speaker: Art Werner
                                        *Content Preview
                                        Available Formats: 
                                         
                                         
                                         
                                        Advanced Preparation:None
                                        Experience Level:Overview
                                        Program Prerequisites:General Understanding of Taxation
                                        Course ID:EWTFM-T-02118-23-O | 6233-CE-0831 | WR-355.23
                                        Published Date: Oct 2020
                                        COURSE DESCRIPTION

                                        This is not a class on what is an IRA. As a CPA, Enrolled Agent, Attorney, or tax preparer you already know what an IRA is. Most of you think of an IRA as an Individual Retirement Account, I want you to think of it as an Individual
                                        Retirement Arrangement. So what's the difference? You can have multiple IRA accounts in multiple locations, banks, and brokerage houses. You can have it set up as a traditional, non-deductible, or even as a Roth IRA all of which
                                        is completely acceptable. But when we look at contributions as an example it's not a contribution to a specific account it's the total contribution to the arrangement. So why would I do all of these IRAs when I can set up a qualified
                                        plan that allows me greater contributions. Qualified plans include full-time employees and after the Secure Act, the calculations for determining full-time employees have changed. Join us as we travel across the traps and pitfalls
                                        to success in determining which one is the best for your unique situation.

                                          Learning Objectives:

                                          After reading the course material, you will be able to:

                                          • State the difference between an IRA and a qualified Plan.
                                          • Identify how much I can put into an IRA
                                          • Identify the pitfalls of early withdrawals.
                                          • Identify the traps of Roth Conversion.

                                          Who Should Attend:
                                          • All Certified Public Accountants (CPAs)
                                          • Enrolled Agents (EAs)
                                          • Other Tax Return Preparer (OTRP)

                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                          NASBA
                                          IRS
                                          CTEC
                                          $24.00 each Add to cart

                                          01/27 PM 6-7 | Creating Value

                                          • Credits:  1
                                          • Format: Scheduled Webinar
                                          • Field of Study: Business Management | Organization
                                          • Author/Speaker: Frank Castillo

                                          *Content Preview
                                          Available Formats:
                                          Advanced Preparation:None
                                          Experience Level:Basic
                                          Program Prerequisites:None
                                          Course ID:FC-105.LW
                                          Published Date:? September 2021


                                          COURSE DESCRIPTION

                                          Value!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver
                                          on client needs and expectations during this session.

                                            Learning Objectives:

                                            After reading the course material, you will be able to:

                                            • Recall the advantages of a value billing approach.
                                            • Identify ways CPAs can strengthen their relationships with clients.
                                            • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

                                            Who Should Attend:
                                            • All Certified Public Accountants (CPAs)

                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                            NASBA



                                            $24.00 each Add to cart

                                            01/27 PM 8-9 | Workplace Culture

                                            • Credits:  1
                                            • Format: Scheduled Webinar
                                            • Field of Study: Personnel | Human Resources
                                            • Author/Speaker: Frank Castillo
                                            *Content Preview
                                            Available Formats: 
                                             
                                             
                                             
                                            Advanced Preparation:None
                                            Experience Level:Overview
                                            Program Prerequisites:General Understanding of Human Resources
                                            Course ID:FC-100.22-LW
                                            Published Date: April  2021
                                            COURSE DESCRIPTION

                                            Workplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies
                                            share and ways your organization can benefit.

                                              Learning Objectives:

                                              After reading the course material, you will be able to:

                                              • Recall which elements factor into a companys attitudes, behaviors, and culture.
                                              • Identify key statistics in connection with hiring and retention trends.
                                              • Recall helpful tips that foster the development of company culture.

                                              Who Should Attend:
                                              • All Certified Public Accountants (CPAs)

                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                              NASBA


                                              $49.00 each Add to cart

                                              01/30 AM 10-12 | Post Mortem Estate Planning Primer

                                              • Credits:  2
                                              •  
                                              • Format: Scheduled Webinar
                                              • Field of Study: -Federal Tax Law-
                                              • Author/Speaker: Art Werner

                                              *Content Preview
                                              Available Formats: 
                                               
                                               
                                               
                                              Advanced Preparation:None
                                              Experience Level:Overview
                                              Program Prerequisites:General Understanding of Taxation
                                              Course ID:EWTFM-T-02119-23-O | 6233-CE-0832 | WR-365.23
                                              Published Date:June 2021

                                              COURSE DESCRIPTION

                                              People die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse,
                                              the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

                                              This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA
                                              should be discussing with their clients now. Not Later.

                                                Learning Objectives:

                                                After reading the course material, you will be able to:

                                                • Identify Post Mortem Opportunities on the Final Form 1040
                                                • Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
                                                • Define Executor responsibility
                                                • Prepare Post Mortem Estate Tax Elections Form706
                                                • Understand the reasoning for using Alternate Evaluation Dates
                                                • Define the requirements for Qualified Terminable Interest Property (QTIP)
                                                • Define the requirements for Qualified Domestic Trust (QDOT) Election
                                                • Identify the rules for Resident Alien Spouses
                                                • Define Special Use Valuation [IRC 2032(A)]
                                                • State the purpose and use of Portability Election [IRC 2010(c)]

                                                Who Should Attend:
                                                • All Certified Public Accountants (CPAs)
                                                • Enrolled Agents (EAs)
                                                • Other Tax Return Preparer (OTRP)

                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                NASBA
                                                IRS
                                                CTEC

                                                $49.00 each Add to cart

                                                01/30 PM 1-3 | Employee Retention Credit (ERC)

                                                • Credits:  2
                                                •  
                                                • Format: Scheduled Webinar
                                                • Field of Study: -Federal Tax Update-
                                                • Author/Speaker: MaryJane Hourani
                                                *Content Preview
                                                Available Formats: 
                                                 
                                                 
                                                 
                                                Advanced Preparation:None
                                                Experience Level:Overview
                                                Program Prerequisites:General Understanding of Taxation
                                                Course ID:EWTFM-U-02120-23-O | 6233-CE-0850 | MJH-427.23
                                                Published Date: June 2020
                                                COURSE DESCRIPTION

                                                The seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American
                                                Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts as well as guidance in IRS Notice 2021-20 and IRS Notice 2021-23.

                                                  Learning Objectives:

                                                  After reading the course material, you will be able to:

                                                  • Identify who is a Qualified Employer.
                                                  • Identify who are Qualified Employees.
                                                  • Discuss the qualifying factors of the Employee Retention Credit.
                                                  • Analyze the different parameters of each Act.
                                                  • Describe the procedures for claiming the Employee Retention Credit.
                                                  • Describe how to amend payroll tax returns to claim the Employee Retention Credit.

                                                  Who Should Attend:
                                                  • All Certified Public Accountants (CPAs)
                                                  • Enrolled Agents (EAs)
                                                  • Other Tax Return Preparer (OTRP)

                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                  NASBA
                                                  IRS
                                                  CTEC
                                                  $49.00 each Add to cart

                                                  01/30 PM 4-6 | Children of All Ages Comprehensive Planning Techniques

                                                  • Credits:  2
                                                  • Format: Scheduled Webinar
                                                  • Field of Study: -Federal Tax Update-
                                                  • Author/Speaker: Shelli Huston
                                                  *Content Preview
                                                  Available Formats: 
                                                   
                                                   
                                                   
                                                  Advanced Preparation:None
                                                  Experience Level:Overview
                                                  Program Prerequisites:General Understanding of Taxation
                                                  Course ID:EWTFM-U-02135-23-O | 6233-CE-0848 | SH-210.23
                                                  Published Date: May 2020
                                                  COURSE DESCRIPTION

                                                  What qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many
                                                  factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will
                                                  impact your tax return.

                                                  Topics include:
                                                  • Who are the children of today?
                                                  • Form 8332
                                                  • Definition of a Qualified Child
                                                  • Support Test
                                                  • Credits
                                                  • Kiddie Tax
                                                  • Gift Tax
                                                  • Working Children
                                                  • Retirement for a Child
                                                  • Health Insurance

                                                    Who Should Attend:
                                                    • All Certified Public Accountants (CPAs)
                                                    • Enrolled Agents (EAs)
                                                    • Other Tax Return Preparer (OTRP)

                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                    NASBA
                                                    IRS
                                                    CTEC

                                                    $24.00 each Add to cart

                                                    01/30 PM 7-8 | CPAs... Who are we?

                                                    • Credits:  1
                                                    • Format: Scheduled Webinar
                                                    • Field of Study: Personnel | Human Resources
                                                    •  
                                                    • Author/Speaker: Frank Castillo

                                                    *Content Preview
                                                    Available Formats: 
                                                     
                                                     
                                                     
                                                    Advanced Preparation:None
                                                    Experience Level:Basic 
                                                    Program Prerequisites:None
                                                    Course ID:FC-102.22-OD
                                                    Published Date:March 2022
                                                    COURSE DESCRIPTION

                                                    Its a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but well try!   During this 1-hour on-demand webinar, well review those common qualities found among us and discuss the
                                                    changing nature of our profession and ways that CPAs can adapt, survive and thrive! 

                                                    Learning Objectives:

                                                    After reading the course material, you will be able to:

                                                    1. Identify key changes impacting the CPA profession.
                                                    2. Recall common characteristics and traits commonly shared by our colleagues.
                                                    3. Identify steps we as professionals can take to build trust with our colleagues.

                                                    Who Should Attend:
                                                    • All Certified Public Accountants (CPAs)
                                                    • Enrolled Agents (EAs)
                                                    • Other Tax Return Preparer (OTRP)

                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                    NASBA


                                                    $49.00 each Add to cart

                                                    01/30 PM 8-10 | Tax Practice Standards

                                                    • Credits:  2
                                                    • Format: Scheduled Webinar
                                                    • Field of Study: -Regulatory Ethics-
                                                    • Author/Speaker: Allison McLeod

                                                    *Content Preview
                                                    Available Formats: 
                                                     
                                                     
                                                     
                                                    Advanced Preparation:None
                                                    Experience Level:Basic
                                                    Program Prerequisites:General Understanding of Ethics
                                                    Course ID:EWTFM-E-02143-23-O | 6233-CE-0857 | AM-128.23
                                                    Published Date:March 2022

                                                    ***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***

                                                    COURSE DESCRIPTION

                                                    Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards
                                                    for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for CPAs, EAs, or other tax professionals.

                                                    Learning Objectives:

                                                    After reading the course material, you will be able to:

                                                    • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency, and proper administration of the tax law.
                                                    • Understand the practitioners obligations to disclose certain client information when representing them against the IRS
                                                    • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC, and common law.
                                                    • Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

                                                    Who Should Attend:
                                                    • All Certified Public Accountants (CPAs)
                                                    • Enrolled Agents (EAs)
                                                    • Other Tax Return Preparer (OTRP)

                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                    NASBA
                                                    IRS
                                                    CTEC
                                                    $99.00 each Add to cart

                                                    01/31 AM 10-2 | Form 1041 Everything You Never Wanted to Know

                                                    • Credits:  4
                                                    • Format: Scheduled Webinar
                                                    • Field of Study: -Federal Tax Law-
                                                    • Author/Speaker: Art Werner
                                                    Course ID:Advanced Preparation:Experience Level:
                                                    EWTFM-T-02140-23-O | 6233-CE-0854NoneOverview
                                                    Published Date:Program Prerequisites:Other Course Formats:
                                                    Oct 2020Basic Understanding of TaxationSelf Study | Video- | Audio | OnDemand Webinar
                                                    COURSE DESCRIPTION

                                                    Certain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection)
                                                    as well as the basics of fiduciary income tax compliance.

                                                    Chapters include:

                                                    • Introduction & Definitions
                                                    • The Basics of Compliance
                                                    • Subchapter J of the internal revenue code
                                                    • Compliance
                                                    • Advanced Issues

                                                    Learning Objectives:

                                                    After reading the course material, you will be able to:

                                                    • Define Estate for state purposes
                                                    • Define Estate for Federal Purposes
                                                    • Define Probate
                                                    • Define Executor
                                                    • Define Trusts
                                                    • State when to file form 1040
                                                    • State the tax considerations in trusts
                                                    • Identify the 1041 Tax rate schedule
                                                    • Identify the benefits of a Section 645 Election
                                                    • State the charitable issues
                                                    • Determine the Mechanical calculation of DNI

                                                    Who Should Attend:
                                                    • All Certified Public Accountants (CPAs)
                                                    • Enrolled Agents (EAs)
                                                    • Tax Return Preparers (TRPs)

                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship's:
                                                    NASBA
                                                    IRS
                                                    CTEC
                                                           
                                                    $49.00 each Add to cart

                                                    01/31 PM 3-5 Understanding Aging and Financial Literacy

                                                    • Credits:  2
                                                    • Format: Scheduled Webinar
                                                    • Field of Study:Personnel | Human Resources
                                                    • Author/Speaker: Michael Morgan Jr

                                                    *Content Preview
                                                    Available Formats:
                                                    Advanced Preparation:None
                                                    Experience Level:Basic
                                                    Program Prerequisites:None
                                                    Course ID:MMJR-102.22
                                                    Published Date:August 2022
                                                    COURSE DESCRIPTION

                                                    This course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also
                                                    help participants develop their knowledge of how aging impacts their older clients abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept
                                                    of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging.

                                                    Topics include:
                                                    • The Aging Population
                                                    • A New Outlook on Retirement
                                                    • Age-related Changes in Cognition
                                                    • Numeracy and Financial Literacy
                                                    • Informed Financial Decision-Making
                                                    • Critical Thinking Application

                                                    Learning Objectives:

                                                    After reading the course material, you will be able to:

                                                    • Describe the general trends in the demographics of aging
                                                    • Critically examine the relationship between demographic changes, global economics, and personal finance
                                                    • Identify 2-3 ways normal aging influences late-life financial planning
                                                    • Define and assess client numeracy
                                                    • Engage in the teach-back method to support the clients informed financial decision-making

                                                    Who Should Attend:

                                                    This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical
                                                    practice consideration.

                                                    • All Certified Public Accountants (CPAs)
                                                    • Enrolled Agents (EAs)
                                                    • Other Tax Return Preparer (OTRP)

                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                    NASBA



                                                    $49.00 each Add to cart

                                                    01/31 PM 6-7 | Its all about Trust

                                                    • Credits:  1
                                                    • Format: Scheduled Webinar
                                                    • Field of Study: Personnel / Human Resources
                                                    • Author/Speaker: Frank Castillo
                                                    Available Formats:
                                                    Advanced Preparation:None
                                                    Experience Level:Overview
                                                    Program Prerequisites:NA
                                                    Course ID:FC-103.22-LW
                                                    Published Date: August 2021
                                                    COURSE DESCRIPTION

                                                    Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                                                    life into the expression CPA, most trusted adviser.

                                                      Learning Objectives:

                                                      After reading the course material, you will be able to:

                                                      • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                                                      • Identify various value-added services which strengthen the bonds of trust with clients.
                                                      • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                                                      Who Should Attend:
                                                      • All Certified Public Accountants (CPAs)

                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                      NASBA



                                                      $49.00 each Add to cart

                                                      01/31 PM 8-10 | Offer in Compromise Settle Tax Debts for Less Than What Is Owed

                                                      • Credits:  2
                                                      • Format: Scheduled Webinar
                                                      • Field of Study: -Federal Tax Update-
                                                      • Author/Speaker: Charles Montecino
                                                      *Content Preview
                                                      Available Formats: 
                                                       
                                                       
                                                       
                                                      Advanced Preparation:None
                                                      Experience Level:Overview
                                                      Program Prerequisites:General Understanding  of Taxation
                                                      Course ID:EWTFM-U-02144-23-O | 6233-CE-0858 | CM-200.23
                                                      Published Date: May 2020
                                                      COURSE DESCRIPTION

                                                      The Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they go off the grid. They take jobs that pay in cash, work as subcontractors, and dont have a
                                                      bank account. By not working on the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck. By not
                                                      having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle
                                                      their tax debts, reestablish their credit, and get the trauma out of their life.

                                                      Topics include:
                                                      • Effective Tax Administration
                                                      • Doubt as to Liability
                                                      • Doubt as to Collectability

                                                      Learning Objectives:

                                                      After reading the course material, you will be able to:

                                                      • Identify the three types of offers
                                                      • Determine which offer best serves your client
                                                      • Familiarize yourself with the different forms used in filing

                                                      Who Should Attend:
                                                      • All Certified Public Accountants (CPAs)
                                                      • Enrolled Agents (EAs)
                                                      • Other Tax Return Preparer (OTRP)

                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                      NASBA
                                                      IRS
                                                      CTEC
                                                      $74.00 each Add to cart

                                                      02/06 PM 7-10 | Max Test Drive-How to Tune Up your Thinking

                                                      • Credits: 3
                                                      • Format: Scheduled Webinar
                                                      • Field of Study: Personnel | Human Resources
                                                      • Author/Speaker: Michael Morgan Jr.

                                                      *Content Preview
                                                      Available Formats:
                                                      Advanced Preparation:None
                                                      Experience Level:Basic
                                                      Program Prerequisites:General Understanding of Working Under Pressure
                                                      Course ID:MMJR-100.23-LW
                                                      Published Date:© August 2022
                                                      ***Special Note: This course does not qualify for IRS Reporting!***


                                                      COURSE DESCRIPTION

                                                      Are you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition?
                                                      Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to? This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance.
                                                      The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence one’s, mental faculties. By the end of this lecture, you will know practical
                                                      steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life.
                                                      Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance.

                                                      Course Outline:
                                                      1. Introduction
                                                      2. The Biology of Performance
                                                      3. The Environment for Performance
                                                      4. The Psychology of Performance
                                                      5. Conclusion

                                                      Learning Objectives:

                                                      After reading the course material, you will be able to:

                                                      • Describe psychological theories related to cognitive performance such as the Zone of Maximal Performance
                                                      • Identify 2-3 biological factors they can address to improve mental functioning
                                                      • Analyze whether an environment is conducive to optimal performance
                                                      • Develop a psychological toolkit that supports learning
                                                      • Create interpolated self-quizzes to maximize gist retention and recall

                                                      Who Should Attend:
                                                      • This course was created for individuals who engage in mentally demanding work or preparation for some form of high-pressure mental performance situation (e.g., licensure examinations).
                                                      • Individuals who complete this course will acquire knowledge, skills, and awareness of actionable steps at their disposal to improve their mental performance.
                                                      • Anyone/Everyone can benefit from this knowledge.

                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                      NASBA



                                                      $99.00 each Add to cart

                                                      02/07 AM 10-2 | Advising the Individual Taxpayer with Complex Tax Affairs

                                                      • Credits: 4
                                                      • Format: Scheduled Webinar
                                                      • Field of Study: Federal Tax Law
                                                      •  
                                                      • Author/Speaker: Art Werner
                                                      *Content Preview
                                                      Available Formats:
                                                      Advanced Preparation:None
                                                      Experience Level:Overview
                                                      Program Prerequisites:General Understanding of Taxation
                                                      Course ID:EWTFM-T-02131-23-O | 6233-CE-0844 | WR-354.23-LW
                                                      Published Date: September 2020
                                                      COURSE DESCRIPTION

                                                      This program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for
                                                      families.

                                                      Highlights include:
                                                      • Be prepared to discuss popular tax shelters, explaining why one works and another does not. In addition to COVID 19 compliance, and understanding phase-in, phase-out limitations on high-income individuals, some planning ideas.
                                                        What are some safe tax shelters often overlooked?
                                                      • Taking advantage of various opportunities for income tax deferral
                                                      • Income splitting
                                                      • Section 1202 Stock
                                                      • Cash gifts to Uniform Gift to Minors accounts
                                                      • Qualifying children for IRA accounts
                                                      • Building cash values in Life Insurance policies
                                                      • GRITS, GRATS, and CRUTS and why they are not popular right now

                                                        Who Should Attend:
                                                        • All Certified Public Accountants (CPAs)
                                                        • Enrolled Agents (EAs)
                                                        • Other Tax Return Preparer (OTRP)

                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                        NASBA
                                                        IRS
                                                        CTEC

                                                        $49.00 each Add to cart

                                                        02/07 PM 2-4 | The "New" Form 7203 & How to calculate Shareholder Basis

                                                        • Credits: 2
                                                        •  
                                                        • Format: Scheduled Webinar
                                                        • Field of Study: Federal Tax Law
                                                        • Author/Speaker: MaryJane Hourani

                                                        * Preview not available until after first air date.
                                                        *Content Preview
                                                        Available Formats:
                                                        Advanced Preparation:None
                                                        Experience Level:Overview
                                                        Program Prerequisites:Basic Understanding of Taxation
                                                        Course ID:EWTFM-T-02145-23-O | 6233-CE-0838
                                                        Published Date:© Jan 2022


                                                        COURSE DESCRIPTION

                                                        Beginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's
                                                        outside basis as well as debt basis so as to compute any loss limitations under I.R.C. §461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will
                                                        be strategies of how to reconstruct shareholder basis when it has not been done in the past.

                                                        Topics include:
                                                        • At-Risk Limitations
                                                        • Passive Activity Limitations
                                                        • Stock and Debt Basis Limitations
                                                        • Completing Form 7203
                                                        • Reconstructing Basis
                                                        • Court Cases

                                                        Learning Objectives:

                                                        After reading the course material, you will be able to:

                                                        • Delineate Form 7203
                                                        • Determine how to complete Form 7203
                                                        • Outline strategies to reconstruct Shareholder Basis
                                                        • Explain loss limitations of §461
                                                        • Compare at-risk rules and limitations

                                                        Who Should Attend:
                                                        • All Certified Public Accountants (CPAs)
                                                        • Enrolled Agents (EAs)
                                                        • Other Tax Return Preparer (OTRP)

                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                        NASBA
                                                        IRS
                                                        CTEC

                                                        $24.00 each Add to cart

                                                        02/07 PM 5-6 | It's all about Trust

                                                        • Credits: 1
                                                        • Format: Scheduled Webinar
                                                        • Field of Study: Personnel / Human Resources
                                                        • Author/Speaker: Frank Castillo
                                                        Available Formats:
                                                        Advanced Preparation:None
                                                        Experience Level:Overview
                                                        Program Prerequisites:NA
                                                        Course ID:FC-103.23-LW
                                                        Published Date: August 2021
                                                        COURSE DESCRIPTION

                                                        Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                                                        life into the expression CPA, most trusted adviser.

                                                          Learning Objectives:

                                                          After reading the course material, you will be able to:

                                                          • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                                                          • Identify various value-added services which strengthen the bonds of trust with clients.
                                                          • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                                                          Who Should Attend:
                                                          • All Certified Public Accountants (CPAs)

                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                          NASBA



                                                          $49.00 each Add to cart

                                                          02/07 PM 7-9 | The ABCs of Advisory Services

                                                          • Credits: 2
                                                          • Format: Scheduled Webinar
                                                          • Field of Study: Federal Tax Law
                                                          • Author/Speaker: Art Werner

                                                          *Content Preview
                                                          Available Formats:
                                                          Advanced Preparation:None
                                                          Experience Level:Intermediate
                                                          Program Prerequisites:General Understanding
                                                          Course ID:EWTFM-T-02146-23-O | 6233-CE-0859 | WR-373.23-LW
                                                          Published Date:November 2021


                                                          COURSE DESCRIPTION

                                                          Over the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice.  Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing
                                                          Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding
                                                          of a variety of necessary issues and techniques.

                                                          Topics include:
                                                          • Understanding the concept of ?Integrated Planning? (financial, estate, asset protection, and tax planning)
                                                          • Changes in the landscape of a tax practitioner?s practice
                                                          • The bridging of services
                                                          • Getting started ? Where do your clients fail?
                                                          • Understanding the primary planning issues for all clients
                                                          • Estate and Gift issues
                                                          • Traps, pitfalls, and tips in planning
                                                          • Practical steps in establishing a tax advisory and wealth management services practice
                                                          • Domicile issues

                                                          Learning Objectives:

                                                          After reading the course material, you will be able to:

                                                          • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice

                                                          Who Should Attend:
                                                          • All Certified Public Accountants (CPAs)
                                                          • Enrolled Agents (EAs)
                                                          • Other Tax Return Preparer (OTRP)

                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                                          NASBA
                                                          IRS
                                                          CTEC

                                                          $24.00 each Add to cart

                                                          02/07 PM 9-10 | An Introduction to Self-Directed Solo 401(k)s

                                                          • Credits: 1
                                                          • Format: Scheduled Webinar
                                                          • Field of Study: Federal Tax Law
                                                          • Author/Speaker: Whitney Nash
                                                          *Content Preview
                                                          Available Formats:
                                                          Advanced Preparation:None
                                                          Experience Level:Overview
                                                          Program Prerequisites:General Understanding of Self Directed 401(k)s
                                                          Course ID:EWTFM-T-02133-23-O | 6233-CE-0846 | WN-201.23-LW
                                                          Published Date: March 2021
                                                          COURSE DESCRIPTION

                                                          This course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize
                                                          when a client might benefit from adopting a plan, gain solid background knowledge to answer clients most common questions, and learn about important information regarding applicable tax implications and filing requirements.

                                                          As your clients most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe
                                                          one of the best, cost-effective, and tax-efficient optimization strategies available for them.

                                                            Learning Objectives:

                                                            After reading the course material, you will be able to:

                                                            • Gain an understanding of the Self-Directed Solo 401(k)s eligibility requirements, contribution limits, investment options, features, and provisions.
                                                            • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.
                                                            • Learn the pitfalls that could result in adverse tax consequences and penalties.
                                                            • Obtain important tax filing information and learn about the reporting requirements for the plan.

                                                            Website for Hyperlinking:

                                                            www.nashionalsd.com

                                                            Who Should Attend:
                                                            • All Certified Public Accountants (CPAs)
                                                            • Enrolled Agents (EAs)
                                                            • Other Tax Return Preparer (OTRP)

                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                            NASBA
                                                            IRS
                                                            CTEC

                                                            $49.00 each Add to cart

                                                            02/08 AM 10-12 | The Tax Practitioner’s Guide to Estate Administration

                                                            • Credits: 2
                                                            •  
                                                            • Format: Scheduled Webinar
                                                            • Field of Study: Federal Tax Law
                                                            •  
                                                            • Author/Speaker: Art Werner 
                                                            * Preview not available until after first air date.
                                                            *Content Preview
                                                            Available Formats: 
                                                             
                                                             
                                                             
                                                            Advanced Preparation:None
                                                            Experience Level:Overview
                                                            Program Prerequisites:Basic Understanding of Taxation
                                                            Course ID:EWTFM-T-02093-23-O | 6233-CE-0806 | WR-367.23-LW
                                                            Published Date: Oct 2021

                                                            Course Description:

                                                            The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets
                                                            until the probate assets can be distributed to the individuals or entities having a beneficial interest therein For Federal purposes, it is the total of all assets owned or controlled by a decedent valued at their highest and best
                                                            use (IRC "2031") Internal Revenue Code (Gross Estate) IRC "2033" includes in the gross estate all probate assets IRC "2034 " 2044 includes in the gross estate all non-probate assets "2034" Dower and courtesy rights "2035" Transfers
                                                            in contemplation of death (3-year rule) "2036" Gratuitous transfers with a retained right to income or control of beneficial enjoyment "2037" Gratuitous transfers conditioned on surviving the decedent "2038" Gratuitous transfers
                                                            with retained right to revoke "2039" - Annuities "2040" Jointly held property with the right of survivorship Between spouses Between non-spouses "2041" General Powers of Appointment "2042" Life Insurance the death benefit in which
                                                            the decedent is insured and possesses an incidence of ownership "2044" Assets in a trust with respect to which a QTIP election was made by the estate of a prior spouse.

                                                            Who Should Attend:
                                                            • All Certified Public Accountants (CPAs)
                                                            • Enrolled Agents (EAs)
                                                            • Tax Return Preparers (TRPs)

                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                            NASBA
                                                            IRS
                                                            CTEC
                                                            $24.00 each Add to cart

                                                            02/08 PM 1-2 | Mental Health in the Workplace PTSD and Grief

                                                            • Credits: 1
                                                            • Format: Scheduled Webinar
                                                            • Field of Study: Personnel | Human Resources
                                                            • Author: Michael Morgan Jr.

                                                            *Content Preview
                                                            Available Formats:
                                                            Advanced Preparation:None
                                                            Experience Level:Basic
                                                            Program Prerequisites:None
                                                            Course ID:MMJR-104.23-LW
                                                            Published Date:January 2023
                                                            COURSE DESCRIPTION

                                                            This course will help financial professionals to better support well-being in the workplace through greater understanding of mental health, in this lecture we will specifically cover post-traumatic stress disorder and grief. The course
                                                            will define PTSD and Grief from a scientific perspective, review the epidemiology of PTSD, and causes and consequences of PTSD. The lecture will include information about current treatments of PTSD and how to create a work environment
                                                            supportive of individuals with the condition. 

                                                            Topics include:

                                                            This course will provide accountants with the knowledge, awareness, and skills to support the occupational functioning of individuals suffering with PTSD and Grief.

                                                            • Why should I care?
                                                            • What is PTSD?
                                                            • How is PTSD treated?
                                                            • What is grief?
                                                            • How can I help?

                                                            Learning Objectives:

                                                            After reading the course material, you will be able to:

                                                            • Define PTSD and Grief
                                                            • Describe people at higher risk of PTSD
                                                            • Describe the consequences of PTSD
                                                            • List at least 3 evidence-based treatment options for PTSD
                                                            • Describe the modern understanding of Grief
                                                            • List at least 3 specific steps they can take to create a trauma-informed workplace

                                                            Who Should Attend:

                                                            This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience PTSD and Grief. This course is especially useful for anyone working in a management capacity,
                                                            as the information can be used to help retain talented employees and help them overcome trauma and grief related barriers to productivity.  

                                                            • All Certified Public Accountants (CPAs)
                                                            • Enrolled Agents (EAs)
                                                            • Other Tax Return Preparer (OTRP)

                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                            NASBA


                                                            $49.00 each Add to cart

                                                            02/08 PM 4-6 | Circular 230: The Ethical Guide

                                                            • Credits: 2
                                                            •  
                                                            • Format: Scheduled Webinar
                                                            • Field of Study: Federal Tax Ethics
                                                            • Author/Speaker: Shelli Huston / Art Werner
                                                            *Content Preview
                                                            Available Formats: 
                                                             
                                                             
                                                            Advanced Preparation:None
                                                            Experience Level:Overview
                                                            Program Prerequisites:General Understanding of Ethics
                                                            Course ID:EWTFM-E-02099-23-O | 6233-CE-0812 | SH-212.23-LW
                                                            Published Date: June 2020
                                                            COURSE DESCRIPTION

                                                            This is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these
                                                            issues are discussed. A final examination covering the course material is administered.

                                                              Who Should Attend:
                                                              • All Certified Public Accountants (CPAs)
                                                              • Enrolled Agents (EAs)
                                                              • Other Tax Return Preparer (OTRP)

                                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                              NASBA
                                                              IRS
                                                              CTEC
                                                              $49.00 each Add to cart

                                                              02/08 PM 7-9 | Fundamentals of Income Taxation

                                                              • Credits:  2
                                                              • Format: Scheduled Webinar
                                                              • Field of Study: -Federal Tax Law-
                                                              • Author: Allison McLeod
                                                              *Content Preview
                                                              Available Formats:
                                                              Advanced Preparation:None
                                                              Experience Level:Overview
                                                              Program Prerequisites:General Understanding of Taxation
                                                              Course ID:EWTFM-T-02105-23-O | 6233-CE-0819 | AM-108.23-LW
                                                              Published Date:Aired Date: 4/2022 | Registered for 2023
                                                              COURSE DESCRIPTION

                                                              Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal
                                                              for CPAs, CFPs, EAs, and other tax preparers.

                                                                Learning Objectives:

                                                                After reading the course material, you will be able to:

                                                                • Identify how the federal income tax differs from other types of federal taxes.
                                                                • Determine the steps in computing a taxpayer's federal income tax liability.
                                                                • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," “qualifying child,” “tax credits,” “filing status,” and “kiddie tax.”
                                                                • Recognize how an individual's standard deduction is determined.
                                                                • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
                                                                • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
                                                                • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

                                                                Who Should Attend:
                                                                • All Certified Public Accountants (CPAs)
                                                                • Enrolled Agents (EAs)
                                                                • Other Tax Return Preparer (OTRP)

                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                NASBA
                                                                IRS
                                                                CTEC

                                                                $24.00 each Add to cart

                                                                02/08 PM 9-10 | Currently Not Collectible

                                                                • Credits: 1
                                                                • Format: Scheduled Webinar
                                                                • Field of Study: Federal Tax Update
                                                                • Author/Speaker: Charles Montecino
                                                                *Content Preview
                                                                Available Formats: 
                                                                 
                                                                 
                                                                 
                                                                Advanced Preparation:None
                                                                Experience Level:Overview
                                                                Program Prerequisites:General Understanding of Taxation
                                                                Course ID:EWTFM-U-02116-23-O | 6233-CE-0829 | CM-201.23-LW
                                                                Published Date: May 2020
                                                                COURSE DESCRIPTION

                                                                There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses,
                                                                they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

                                                                Topics include:
                                                                • Who is Eligible
                                                                • What is the Process
                                                                • Documents to Submit
                                                                • Completed Sample Forms
                                                                • What Happens Next

                                                                Learning Objectives:

                                                                After reading the course material, you will be able to:

                                                                • Determine Eligibility.
                                                                • Identify forms required for submission.
                                                                • Familiarize yourself with the different forms used in filing.
                                                                • Provide sound advice to your clients and set expectations.

                                                                Who Should Attend:
                                                                • All Certified Public Accountants (CPAs)
                                                                • Enrolled Agents (EAs)
                                                                • Other Tax Return Preparer (OTRP)

                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                NASBA
                                                                IRS
                                                                CTEC

                                                                $49.00 each Add to cart

                                                                02/09 AM 10-12 | The Tax Aspects of Cryptocurrency

                                                                • Credits: 2
                                                                • Format: OnDemand® Webinar
                                                                • Field of Study: Federal Tax Law
                                                                • Author/Speaker: Art Werner

                                                                *Content Preview
                                                                Available Formats: 
                                                                 
                                                                 
                                                                 
                                                                Advanced Preparation:None
                                                                Experience Level:Overview
                                                                Program Prerequisites:General Understanding of Taxation
                                                                Course ID:EWTFM-T-02117-23-O | 6233-CE-0830 | WR-372.23-LW
                                                                Published Date:© August 2021
                                                                COURSE DESCRIPTION

                                                                Cryptocurrency can be a very confusing issue for a client in both compliance and planning.   This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.  

                                                                Topics include:
                                                                • Introduction to cryptocurrency
                                                                • Understanding the term “blockchain”
                                                                • Various types of cryptocurrency
                                                                • Why cryptocurrency is popular
                                                                • Investment attributes of cryptocurrency
                                                                • Tax aspects of cryptocurrency
                                                                • Position of the Internal Revenue Service
                                                                • Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
                                                                • Understanding Notice 2014-21 FAQs
                                                                • Compliance issues
                                                                • Charitable issues
                                                                • Internal Revenue Service enforcement

                                                                Learning Objectives:

                                                                After reading the course material, you will be able to:

                                                                • To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.

                                                                Who Should Attend:
                                                                • All Certified Public Accountants (CPAs)
                                                                • Enrolled Agents (EAs)
                                                                • Other Tax Return Preparer (OTRP)

                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                NASBA
                                                                IRS
                                                                CTEC
                                                                $24.00 each Add to cart

                                                                02/09 PM 1-2 | Sexual Harassment Prevention Begins with You

                                                                • Credits: 1
                                                                • Format: Scheduled Webinar
                                                                • Field of Study: Personnel | Human Resources
                                                                • Author/Speaker: Michael Morgan Jr

                                                                *Content Preview
                                                                Available Formats:
                                                                Advanced Preparation:None
                                                                Experience Level:Basic
                                                                Program Prerequisites:None
                                                                Course ID:MMJR-101.23-LW
                                                                Published Date:August 2022
                                                                COURSE DESCRIPTION

                                                                This course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with an intent to improve working conditions for all and limit legal liability.

                                                                This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description
                                                                of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions
                                                                that can be taken to prevent and remediate unacceptable behavior.

                                                                Topics include:
                                                                • Introduction
                                                                • Definition and History of Sexual Harassment
                                                                • Prevalence of Sexual Harassment
                                                                • Federal and State Laws
                                                                • Consequences of Sexual Harassment
                                                                • Predictors of Sexual Harassment
                                                                • Prevention and Intervention
                                                                • Conclusion and Case Scenarios

                                                                Learning Objectives:

                                                                After reading the course material, you will be able to:

                                                                • Define sexual harassment
                                                                • Describe the prevalence of sexual harassment in the United States
                                                                • Understand both Federal and some exemplar state laws about sexual harassment in the workplace
                                                                • Identify kinds of sexual harassment from vignettes, identify potential risk and liability in the vignettes, and brainstorm actions that could prevent or intervene in the scenario
                                                                • Understand the negative consequences of sexual harassment at the individual and organizational levels

                                                                Who Should Attend:

                                                                This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.

                                                                • All Certified Public Accountants (CPAs)
                                                                • Enrolled Agents (EAs)
                                                                • Other Tax Return Preparer (OTRP)

                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                NASBA



                                                                $74.00 each Add to cart

                                                                02/09 PM 3-6 | Secure Act 2.0 Everything That You Need To Know

                                                                • Credits: 3
                                                                • Format: Scheduled Webinar
                                                                • Field of Study: Federal Tax Update
                                                                •  
                                                                • Author: Arthur Werner

                                                                *Content Preview
                                                                Available Formats:
                                                                Advanced Preparation:None
                                                                Experience Level:Update
                                                                Program Prerequisites:NONE
                                                                Course ID:EWTFM-U-02199-23-O | 6233-CE-0912 | WR-382.23-LW
                                                                Published Date:Aired Date: 1/2023 | Registered for 2023
                                                                COURSE DESCRIPTION

                                                                Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019.  There are over 50 tax-related
                                                                provisions within SECURE 2.0 that an advisor needs to be able to master.  This course will provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’
                                                                retirement planning needs.

                                                                Topics include:
                                                                • Mandatory Automatic Enrollment
                                                                • Credit For Small Employer Pension Plan Startup Costs
                                                                • Enhancement Of The Saver’s Credit
                                                                • Increase In Starting Age For RMDs 
                                                                • Indexing IRA Catch-Up
                                                                • Higher Catch-Up Limit Age 61, 62, 63, And 64
                                                                • Student Loan Payments As Elective Deferrals For Matching Contributions
                                                                • Start-Up Credit Costs For Employers Joining An Existing Plan
                                                                • Financial Incentives For Contributing To a Plan
                                                                • Withdrawals For Certain Emergency Expenses
                                                                • SIMPLE Plan changes
                                                                • Starter 401(K) Plans
                                                                • Sec 529 Plan To Roth Rollovers
                                                                • Emergency Savings Accounts
                                                                • Enhancement of 403(B) Plans
                                                                • Qualified Charitable Distributions to Split Interest Entity
                                                                • Retirement Savings Lost and Found
                                                                • And more!

                                                                Objective:

                                                                To provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

                                                                  Who Should Attend:
                                                                  • All Certified Public Accountants (CPAs)
                                                                  • Enrolled Agents (EAs)
                                                                  • Other Tax Return Preparer (OTRP)

                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                  NASBA
                                                                  IRS
                                                                  CTEC
                                                                  $24.00 each Add to cart

                                                                  02/09 PM 6-7 | Creating Value

                                                                  • Credits: 1
                                                                  • Format: Scheduled Webinar
                                                                  • Field of Study: Business Management | Organization
                                                                  • Author/Speaker: Frank Castillo

                                                                  *Content Preview
                                                                  Available Formats:
                                                                  Advanced Preparation:None
                                                                  Experience Level:Basic
                                                                  Program Prerequisites:None
                                                                  Course ID:FC-105.23-LW
                                                                  Published Date:September 2021


                                                                  COURSE DESCRIPTION

                                                                  Value!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver
                                                                  on client needs and expectations during this session.

                                                                    Learning Objectives:

                                                                    After reading the course material, you will be able to:

                                                                    • Recall the advantages of a value billing approach.
                                                                    • Identify ways CPAs can strengthen their relationships with clients.
                                                                    • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

                                                                    Who Should Attend:
                                                                    • All Certified Public Accountants (CPAs)

                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                                                    NASBA



                                                                    $24.00 each Add to cart

                                                                    02/09 PM 8-9 | Workplace Culture

                                                                    • Credits: 1
                                                                    • Format: Scheduled Webinar
                                                                    • Field of Study: Personnel | Human Resources
                                                                    • Author/Speaker: Frank Castillo
                                                                    *Content Preview
                                                                    Available Formats: 
                                                                     
                                                                     
                                                                     
                                                                    Advanced Preparation:None
                                                                    Experience Level:Overview
                                                                    Program Prerequisites:General Understanding of Human Resources
                                                                    Course ID:FC-100.23-LW
                                                                    Published Date: April  2021
                                                                    COURSE DESCRIPTION

                                                                    Workplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies
                                                                    share and ways your organization can benefit.

                                                                      Learning Objectives:

                                                                      After reading the course material, you will be able to:

                                                                      • Recall which elements factor into a companys attitudes, behaviors, and culture.
                                                                      • Identify key statistics in connection with hiring and retention trends.
                                                                      • Recall helpful tips that foster the development of company culture.

                                                                      Who Should Attend:
                                                                      • All Certified Public Accountants (CPAs)

                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                      NASBA


                                                                      $199.00 each Add to cart

                                                                      02/10 AM 9-5 | Federal Tax Update Business

                                                                      • Credits: 8
                                                                      • Format: Scheduled Webinar
                                                                      • Field of Study: Taxes | Federal Tax Update
                                                                      • Author: Art Werner

                                                                      Art Werner
                                                                      Art Werner
                                                                      Available Formats:
                                                                      Advanced Preparation:None
                                                                      Experience Level:Overview
                                                                      Program Prerequisites:General Understanding of Taxation
                                                                      Course ID:EWTFM-U-01943-22-O | 6233-CE-0706 | WR-375.23 
                                                                      Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                      The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                      Speaker(s): Art Werner

                                                                      Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                      DAY TWO (Business)

                                                                      Business Federal Tax Update Course Description

                                                                      • Prerequisites: Experience preparing tax returns.
                                                                      • NASBA Category: Taxes
                                                                      • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                      • Instructor: Art Werner
                                                                      • Advanced Preparation: None
                                                                      • CPE Credits: 8
                                                                      • Level: Update
                                                                      Course Description:

                                                                      This year has already seen some changes in tax law and will see a lot more. This course will be essential for tax practitioner who wants to update their knowledge of business income taxation. This course
                                                                      will provide a comprehensive review of business income tax complexities, including updates of tax legislation and planning strategies to assist your clients better. We will look at all the changes made
                                                                      over the year and there is no doubt business taxes are going up this year, you will need this course for next year's tax preparations and planning ideas.

                                                                      Learning Objectives:

                                                                      To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and
                                                                      various business income tax returns for the tax season.

                                                                      Highlights:

                                                                      • Review of essential IRC Sections
                                                                      • Review of new legislation
                                                                      • Schedule C and Schedule F issues
                                                                      • Schedule E Issues
                                                                      • Partnership issues
                                                                      • Corporation issues
                                                                      • LLC issues
                                                                      • Qualified retirement plan issues
                                                                      • IRC 280
                                                                      • 199A Pass-Through broken down
                                                                      • Business Affordable Care Act (“Obamacare / potential Bidencare”) issues


                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                      NASBA
                                                                      IRS
                                                                      CTEC
                                                                      $49.00 each Add to cart

                                                                      02/10 PM 6-8 | Employee Retention Credit (ERC)

                                                                      • Credits: 2
                                                                      •  
                                                                      • Format: Scheduled Webinar
                                                                      • Field of Study: Federal Tax Update
                                                                      • Author/Speaker: MaryJane Hourani
                                                                      *Content Preview
                                                                      Available Formats: 
                                                                       
                                                                       
                                                                       
                                                                      Advanced Preparation:None
                                                                      Experience Level:Overview
                                                                      Program Prerequisites:General Understanding of Taxation
                                                                      Course ID:EWTFM-U-02120-23-O | 6233-CE-0850 | MJH-427.23-LW
                                                                      Published Date: June 2020
                                                                      COURSE DESCRIPTION

                                                                      The seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American
                                                                      Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts as well as guidance in IRS Notice 2021-20 and IRS Notice 2021-23.

                                                                        Learning Objectives:

                                                                        After reading the course material, you will be able to:

                                                                        • Identify who is a Qualified Employer.
                                                                        • Identify who are Qualified Employees.
                                                                        • Discuss the qualifying factors of the Employee Retention Credit.
                                                                        • Analyze the different parameters of each Act.
                                                                        • Describe the procedures for claiming the Employee Retention Credit.
                                                                        • Describe how to amend payroll tax returns to claim the Employee Retention Credit.

                                                                        Who Should Attend:
                                                                        • All Certified Public Accountants (CPAs)
                                                                        • Enrolled Agents (EAs)
                                                                        • Other Tax Return Preparer (OTRP)

                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                        NASBA
                                                                        IRS
                                                                        CTEC
                                                                        $49.00 each Add to cart

                                                                        02/10 PM 8-10 | Post Mortem Estate Planning Primer

                                                                        • Credits: 2
                                                                        •  
                                                                        • Format: Scheduled Webinar
                                                                        • Field of Study: Federal Tax Law
                                                                        • Author/Speaker: Art Werner

                                                                        *Content Preview
                                                                        Available Formats: 
                                                                         
                                                                         
                                                                         
                                                                        Advanced Preparation:None
                                                                        Experience Level:Overview
                                                                        Program Prerequisites:General Understanding of Taxation
                                                                        Course ID:EWTFM-T-02119-23-O | 6233-CE-0832 | WR-365.23-LW
                                                                        Published Date:June 2021

                                                                        COURSE DESCRIPTION

                                                                        People die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse,
                                                                        the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

                                                                        This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA
                                                                        should be discussing with their clients now. Not Later.

                                                                          Learning Objectives:

                                                                          After reading the course material, you will be able to:

                                                                          • Identify Post Mortem Opportunities on the Final Form 1040
                                                                          • Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
                                                                          • Define Executor responsibility
                                                                          • Prepare Post Mortem Estate Tax Elections Form706
                                                                          • Understand the reasoning for using Alternate Evaluation Dates
                                                                          • Define the requirements for Qualified Terminable Interest Property (QTIP)
                                                                          • Define the requirements for Qualified Domestic Trust (QDOT) Election
                                                                          • Identify the rules for Resident Alien Spouses
                                                                          • Define Special Use Valuation [IRC 2032(A)]
                                                                          • State the purpose and use of Portability Election [IRC 2010(c)]

                                                                          Who Should Attend:
                                                                          • All Certified Public Accountants (CPAs)
                                                                          • Enrolled Agents (EAs)
                                                                          • Other Tax Return Preparer (OTRP)

                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                          NASBA
                                                                          IRS
                                                                          CTEC

                                                                          $199.00 each Add to cart

                                                                          02/13 AM 9-5 | Federal Tax Update Individual

                                                                          • Credits: 8
                                                                          • Format: Scheduled Webinar
                                                                          • Field of Study: Taxes | Federal Tax Update
                                                                          • Author: Art Werner

                                                                          Art Werner
                                                                          Art Werner
                                                                          Available Formats:
                                                                          Advanced Preparation:None
                                                                          Experience Level:Overview
                                                                          Program Prerequisites:General Understanding of Taxation
                                                                          Course ID:EWTFM-U-01942-22-O | 6233-CE-0705 | WR-374.23 | 020623
                                                                          Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                          The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                          Speaker(s): Art Werner

                                                                          Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                          DAY ONE - Individual (credits: 8)

                                                                          Individual Federal Tax Update Course Description
                                                                          • Prerequisites: Experience in preparing individual tax returns.
                                                                          • NASBA Category: Taxes
                                                                          • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                          • Instructor: Art Werner
                                                                          • Advanced Preparation: None
                                                                          • CPE Credits: 8
                                                                          • Level: Update

                                                                          Course Description:
                                                                          This course is essential for tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099,
                                                                          and 1098 complexities, including, updates of tax legislation and planning strategies to assist your clients better. You're hearing the rumors, we see the changes in tax law. Yes, taxes are going up, what
                                                                          does this mean to your client? How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions, Art has answers for you. An
                                                                          update is an update, this class will give you much much more.

                                                                          Learning Objectives:
                                                                          To provide participants with both an update and instructions so that they will have the necessary knowledge to complete IRS Form 1040 for the tax season, and be able to offer tax planning strategies to their
                                                                          clients.

                                                                          Highlights:

                                                                          • Review of essential IRC Sections
                                                                          • Review of new legislation
                                                                          • New credits, deductions, and tax relief
                                                                          • Alternative Minimum Tax issues
                                                                          • Individual retirement plan issues
                                                                          • Review of COVID Bills, Secure Act, and their impact
                                                                          • Required minimum distributions
                                                                          • Income and exclusions from cancellation of debt
                                                                          • Reporting foreclosures or repossessions of residences and other real estates


                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                          NASBA
                                                                          IRS
                                                                          CTEC
                                                                          $49.00 each Add to cart

                                                                          02/13 PM 6-8 | Children of All Ages: Comprehensive Planning Techniques

                                                                          • Credits: 2
                                                                          • Format: Scheduled Webinar
                                                                          • Field of Study: Federal Tax Update
                                                                          • Author/Speaker: Shelli Huston
                                                                          *Content Preview
                                                                          Available Formats: 
                                                                           
                                                                           
                                                                           
                                                                          Advanced Preparation:None
                                                                          Experience Level:Overview
                                                                          Program Prerequisites:General Understanding of Taxation
                                                                          Course ID:EWTFM-U-02135-23-O | 6233-CE-0848 | SH-210.23-LW
                                                                          Published Date: May 2020
                                                                          COURSE DESCRIPTION

                                                                          What qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many
                                                                          factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will
                                                                          impact your tax return.

                                                                          Topics include:
                                                                          • Who are the children of today?
                                                                          • Form 8332
                                                                          • Definition of a Qualified Child
                                                                          • Support Test
                                                                          • Credits
                                                                          • Kiddie Tax
                                                                          • Gift Tax
                                                                          • Working Children
                                                                          • Retirement for a Child
                                                                          • Health Insurance

                                                                            Who Should Attend:
                                                                            • All Certified Public Accountants (CPAs)
                                                                            • Enrolled Agents (EAs)
                                                                            • Other Tax Return Preparer (OTRP)

                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                            NASBA
                                                                            IRS
                                                                            CTEC

                                                                            $49.00 each Add to cart

                                                                            02/13 PM 8-10 | Tax Practice Standards

                                                                            • Credits: 2
                                                                            • Format: Scheduled Webinar
                                                                            • Field of Study: Regulatory Ethics
                                                                            • Author/Speaker: Allison McLeod

                                                                            *Content Preview
                                                                            Available Formats: 
                                                                             
                                                                             
                                                                             
                                                                            Advanced Preparation:None
                                                                            Experience Level:Basic
                                                                            Program Prerequisites:General Understanding of Ethics
                                                                            Course ID:EWTFM-E-02143-23-O | 6233-CE-0857 | AM-128.23-LW
                                                                            Published Date:March 2022

                                                                            ***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***

                                                                            COURSE DESCRIPTION

                                                                            Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards
                                                                            for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for CPAs, EAs, or other tax professionals.

                                                                            Learning Objectives:

                                                                            After reading the course material, you will be able to:

                                                                            • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency, and proper administration of the tax law.
                                                                            • Understand the practitioners obligations to disclose certain client information when representing them against the IRS
                                                                            • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC, and common law.
                                                                            • Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

                                                                            Who Should Attend:
                                                                            • All Certified Public Accountants (CPAs)
                                                                            • Enrolled Agents (EAs)
                                                                            • Other Tax Return Preparer (OTRP)

                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                            NASBA
                                                                            IRS
                                                                            CTEC
                                                                            $99.00 each Add to cart

                                                                            02/14 AM 10-2 | Form 1041: Everything You Never Wanted to Know

                                                                            • Credits:  4
                                                                            • Format: Scheduled Webinar
                                                                            • Field of Study: -Federal Tax Law-
                                                                            • Author: Art Werner
                                                                            *Content Preview
                                                                            Available Formats:
                                                                            Advanced Preparation:None
                                                                            Experience Level:Overview
                                                                            Program Prerequisites:General Understanding of Taxation
                                                                            Course ID:EWTFM-T-02140-23-O | 6233-CE-0854 | WR-352.23-LW
                                                                            Published Date:Aired Date: 10/2020 | Registered for 2023
                                                                            COURSE DESCRIPTION

                                                                            Certain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection) as
                                                                            well as the basics of fiduciary income tax compliance

                                                                            Topics include:
                                                                            • Introduction Definitions
                                                                            • The Basics of Compliance
                                                                            • Subchapter J of the internal revenue code
                                                                            • Compliance
                                                                            • Advanced Issues

                                                                            Learning Objectives:

                                                                            After reading the course material, you will be able to:

                                                                            • Define Estate for state purposes
                                                                            • Define Estate for Federal Purposes
                                                                            • Define Probate
                                                                            • Define Executor
                                                                            • Define Trusts
                                                                            • State when to file form 1040
                                                                            • State the tax considerations in trusts
                                                                            • Identify the 1041 Tax rate schedule
                                                                            • Identify the benefits of an 645 Election
                                                                            • State the charitable issues
                                                                            • Determine the Mechanical calculation of DNI

                                                                            Who Should Attend:
                                                                            • All Certified Public Accountants (CPAs)
                                                                            • Enrolled Agents (EAs)
                                                                            • Other Tax Return Preparer (OTRP)

                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                            NASBA
                                                                            IRS
                                                                            CTEC

                                                                            $24.00 each Add to cart

                                                                            02/14 PM 2-3 | CPAs... Who are we?

                                                                            • Credits: 1
                                                                            • Format: Scheduled Webinar
                                                                            • Field of Study: Personnel | Human Resources
                                                                            •  
                                                                            • Author/Speaker: Frank Castillo

                                                                            *Content Preview
                                                                            Available Formats: 
                                                                             
                                                                             
                                                                             
                                                                            Advanced Preparation:None
                                                                            Experience Level:Basic 
                                                                            Program Prerequisites:None
                                                                            Course ID:FC-102.23-LW
                                                                            Published Date:March 2022
                                                                            COURSE DESCRIPTION

                                                                            It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the
                                                                            changing nature of our profession and ways that CPAs can adapt, survive and thrive! 

                                                                            Learning Objectives:

                                                                            After reading the course material, you will be able to:

                                                                            1. Identify key changes impacting the CPA profession.
                                                                            2. Recall common characteristics and traits commonly shared by our colleagues.
                                                                            3. Identify steps we as professionals can take to build trust with our colleagues.

                                                                            Who Should Attend:
                                                                            • All Certified Public Accountants (CPAs)
                                                                            • Enrolled Agents (EAs)
                                                                            • Other Tax Return Preparer (OTRP)

                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                            NASBA


                                                                            $49.00 each Add to cart

                                                                            02/14 PM 3-5 | Understanding Aging and Financial Literacy

                                                                            • Credits: 2
                                                                            • Format: Scheduled Webinar
                                                                            • Field of Study: Personnel | Human Resources
                                                                            • Author/Speaker: Michael Morgan Jr

                                                                            *Content Preview
                                                                            Available Formats:
                                                                            Advanced Preparation:None
                                                                            Experience Level:Basic
                                                                            Program Prerequisites:None
                                                                            Course ID:MMJR-102.23
                                                                            Published Date:August 2022
                                                                            COURSE DESCRIPTION

                                                                            This course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also
                                                                            help participants develop their knowledge of how aging impacts their older client’s abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept
                                                                            of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging.

                                                                            Topics include:
                                                                            • The Aging Population
                                                                            • A New Outlook on Retirement
                                                                            • Age-related Changes in Cognition
                                                                            • Numeracy and Financial Literacy
                                                                            • Informed Financial Decision-Making
                                                                            • Critical Thinking Application

                                                                            Learning Objectives:

                                                                            After reading the course material, you will be able to:

                                                                            • Describe the general trends in the demographics of aging
                                                                            • Critically examine the relationship between demographic changes, global economics, and personal finance
                                                                            • Identify 2-3 ways normal aging influences late-life financial planning
                                                                            • Define and assess client numeracy
                                                                            • Engage in the teach-back method to support the client’s informed financial decision-making

                                                                            Who Should Attend:

                                                                            This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical
                                                                            practice consideration.

                                                                            • All Certified Public Accountants (CPAs)
                                                                            • Enrolled Agents (EAs)
                                                                            • Other Tax Return Preparer (OTRP)

                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                            NASBA



                                                                            $24.00 each Add to cart

                                                                            02/14 PM 6-7 | It's all about Trust

                                                                            • Credits: 1
                                                                            • Format: Scheduled Webinar
                                                                            • Field of Study: Personnel / Human Resources
                                                                            • Author/Speaker: Frank Castillo
                                                                            Available Formats:
                                                                            Advanced Preparation:None
                                                                            Experience Level:Overview
                                                                            Program Prerequisites:NA
                                                                            Course ID:FC-103.23-LW
                                                                            Published Date: August 2021
                                                                            COURSE DESCRIPTION

                                                                            Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                                                                            life into the expression CPA, most trusted adviser.

                                                                              Learning Objectives:

                                                                              After reading the course material, you will be able to:

                                                                              • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                                                                              • Identify various value-added services which strengthen the bonds of trust with clients.
                                                                              • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                                                                              Who Should Attend:
                                                                              • All Certified Public Accountants (CPAs)

                                                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                              NASBA



                                                                              $49.00 each Add to cart

                                                                              02/14 PM 8-10 | Offer in Compromise: Settle Tax Debts for Less Than What Is Owed

                                                                              • Credits: 2
                                                                              • Format: Scheduled Webinar
                                                                              • Field of Study: Federal Tax Update
                                                                              • Author/Speaker: Charles Montecino
                                                                              *Content Preview
                                                                              Available Formats: 
                                                                               
                                                                               
                                                                               
                                                                              Advanced Preparation:None
                                                                              Experience Level:Overview
                                                                              Program Prerequisites:General Understanding  of Taxation
                                                                              Course ID:EWTFM-U-02144-23-O | 6233-CE-0858 | CM-200.23-LW
                                                                              Published Date: May 2020
                                                                              COURSE DESCRIPTION

                                                                              The Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they go off the grid. They take jobs that pay in cash, work as subcontractors, and dont have a
                                                                              bank account. By not working on the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck. By not
                                                                              having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle
                                                                              their tax debts, reestablish their credit, and get the trauma out of their life.

                                                                              Topics include:
                                                                              • Effective Tax Administration
                                                                              • Doubt as to Liability
                                                                              • Doubt as to Collectability

                                                                              Learning Objectives:

                                                                              After reading the course material, you will be able to:

                                                                              • Identify the three types of offers
                                                                              • Determine which offer best serves your client
                                                                              • Familiarize yourself with the different forms used in filing

                                                                              Who Should Attend:
                                                                              • All Certified Public Accountants (CPAs)
                                                                              • Enrolled Agents (EAs)
                                                                              • Other Tax Return Preparer (OTRP)

                                                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                              NASBA
                                                                              IRS
                                                                              CTEC
                                                                              $24.00 each Add to cart

                                                                              02/15 AM 10-11 | Effective Mentoring through Career Development

                                                                              • Credits: 1
                                                                              • Format: Scheduled Webinar
                                                                              • Field of Study: Personnel | Human Resources
                                                                              • Author: Michael Morgan Jr.

                                                                              *Content Preview
                                                                              Available Formats:
                                                                              Advanced Preparation:None
                                                                              Experience Level:Basic
                                                                              Program Prerequisites:None
                                                                              Course ID:MMJR-103.23-LW
                                                                              Published Date:January 2023
                                                                              COURSE DESCRIPTION

                                                                              This course will help financial professionals to support the career development of themselves and others. People who complete this course will be better able to attract and retain talent in their organization by better understanding
                                                                              how to identify and support the career development of others, especially interns and new hires. 

                                                                              Topics include:

                                                                              This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially those
                                                                              overseeing the work of new hires and interns. Specific practice considerations are outlined to offer career development to others.

                                                                              • The Foundations of Career Development
                                                                              • The Benefits of Career Development
                                                                              • The Practice of Career Development

                                                                              Learning Objectives:

                                                                              After reading the course material, you will be able to:

                                                                              • Define key terms and theories associated with vocational psychology
                                                                              • Describe the history of the professional career development services
                                                                              • Describe the benefits of career development for individuals and organizations
                                                                              • Use specific guidelines for facilitating career development of others

                                                                              Who Should Attend:

                                                                              This course is designed for financial and accounting professionals wishing to increase their understanding of vocational psychology for their personal benefit, the benefit of others, and for the benefit of their organization. This
                                                                              presentation is most especially tailored to anyone who wants to increase their ability attract and retain high quality employees, or increase their ability to support interns or mentees. 

                                                                              • All Certified Public Accountants (CPAs)
                                                                              • Enrolled Agents (EAs)
                                                                              • Other Tax Return Preparer (OTRP)

                                                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                              NASBA


                                                                              $49.00 each Add to cart

                                                                              02/15 PM 1-3 | Schedule K-1: What is it & What do I do with it?

                                                                              • Credits: 2
                                                                              • Format: Scheduled Webinar
                                                                              • Field of Study: Federal Tax Law
                                                                              • Author/Speaker: MaryJane Hourani

                                                                              *Content Preview
                                                                              Available Formats: 
                                                                               
                                                                               
                                                                               
                                                                              Advanced Preparation:None
                                                                              Experience Level:Overview
                                                                              Program Prerequisites:General Understanding of Taxation
                                                                              Course ID:EWTFM-T-02068-23-O | 6233-CE-0782 | MJH-428.23-LW
                                                                              Published Date:March 2022
                                                                              COURSE DESCRIPTION

                                                                              This seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report
                                                                              them on the Individual Income Tax Form 1040. QBI, Qualified Business Income Deduction, will be covered along with the reporting criteria. Discussion of relevant basis and loss limitations will also be addressed in this seminar
                                                                              as well.

                                                                                Learning Objectives:

                                                                                After reading the course material, you will be able to:

                                                                                • Define what a Schedule K-1 is.
                                                                                • Distinguish the differences between Schedule K-1 received from different entities.
                                                                                • Outline the application of Basis Limitation, Loss Limitations, and Material Participation.
                                                                                • Compare and Examine several case studies.
                                                                                • Review the integration with the QBI (Qualified Business Income Deduction).
                                                                                • Highlight proposed 2021 changes to Schedule K-2 and Schedule K-3.

                                                                                Who Should Attend:
                                                                                • All Certified Public Accountants (CPAs)
                                                                                • Enrolled Agents (EAs)
                                                                                • Other Tax Return Preparer (OTRP)

                                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                NASBA
                                                                                IRS
                                                                                CTEC
                                                                                $49.00 each Add to cart

                                                                                02/15 PM 4-6 | Navigating the New Schedules K-2 and K-3

                                                                                • Credits: 2
                                                                                • Format: Scheduled Webinar
                                                                                • Field of Study: Federal Tax Law
                                                                                • Author/Speaker: Mary Jane Hourani

                                                                                *Content Preview
                                                                                Available Formats: 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                Advanced Preparation:None
                                                                                Experience Level:Basic
                                                                                Program Prerequisites:General Understanding of Taxes
                                                                                Course ID:EWTFM-T-02069-23-O | 6233-CE-0783 | MJH-430.23-LW
                                                                                Published Date:Mar 2022
                                                                                COURSE DESCRIPTION

                                                                                This course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course
                                                                                hopes to clarify the filing requirements with updated guidance. Additionally, this course will discuss all eleven (11) parts of the form.

                                                                                Learning Objectives:

                                                                                After reading the course material, you will be able to:

                                                                                • Outline Schedule K-2 for Partnerships and S Corporations
                                                                                • Describe the filing requirements and penalty relief
                                                                                • Explain the recent guidance provided by the IRS
                                                                                • Highlight changes to Schedule K-2 and Schedule K-3

                                                                                Who Should Attend:
                                                                                • All Certified Public Accountants (CPAs)
                                                                                • Enrolled Agents (EAs)
                                                                                • Other Tax Return Preparer (OTRP)

                                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                NASBA
                                                                                IRS
                                                                                CTEC
                                                                                $49.00 each Add to cart

                                                                                02/15 PM 7-9 | Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031

                                                                                • Credits: 2
                                                                                • Format: Scheduled Webinar
                                                                                • Field of Study: Federal Tax Update
                                                                                • Author/Speaker: Allison McLeod

                                                                                *Content Preview
                                                                                Available Formats: 
                                                                                 
                                                                                 
                                                                                 
                                                                                Advanced Preparation:None
                                                                                Experience Level:Basic 
                                                                                Program Prerequisites:General Understanding of Taxes
                                                                                Course ID:EWTFM-U-02070-23-O | 6233-CE-0784 | AM-122.23-LW
                                                                                Published Date:April 2022
                                                                                COURSE DESCRIPTION

                                                                                Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal shelters available to those buying and selling real property.  We will be covering the basic structure of an LKE, and ways
                                                                                a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself
                                                                                in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants, or other tax professionals.

                                                                                Learning Objectives:

                                                                                After reading the course material, you will be able to:

                                                                                • Determine whether an LKE can be used to defer taxes upon the sale of real property.
                                                                                • Know when it is appropriate to use a QI in effecting an LKE.
                                                                                • Define a DST and how it can be used in obtaining replacement property on a timely basis.
                                                                                • Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

                                                                                Who Should Attend:
                                                                                • All Certified Public Accountants (CPAs)
                                                                                • Enrolled Agents (EAs)
                                                                                • Tax Return Preparers (TRPs)

                                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                NASBA
                                                                                IRS
                                                                                CTEC
                                                                                $49.00 each Add to cart

                                                                                02/16 AM 10-12 | I'm Over Overtime

                                                                                • Credits: 2
                                                                                • Format: Scheduled Webinar
                                                                                • Field of Study: Personnel | HR
                                                                                •  
                                                                                • Author/Speaker: Frank Castillo
                                                                                Available Formats:
                                                                                Advanced Preparation:None
                                                                                Experience Level:Overview
                                                                                Program Prerequisites:General Understanding of HR
                                                                                Course ID:FC-104.22-LW
                                                                                Published Date: June 2021
                                                                                COURSE DESCRIPTION

                                                                                There is no single topic that affects accounting professionals with such ferocity as sustained overtime.  Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless
                                                                                advances in technology.  During this course, well unpack this topic, discuss the negative impact of sustained overtime and propose strategies to tame this monster.

                                                                                  Learning Objectives:

                                                                                  After reading the course material, you will be able to:

                                                                                  • Recall key trends and statistics associated with overtime in the accounting profession.
                                                                                  • Identify key attributes concerning social anxiety and work addiction.
                                                                                  • Recall proven strategies to reduce number of hours spent working overtime.

                                                                                  Who Should Attend:
                                                                                  • All Certified Public Accountants (CPAs)

                                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                  NASBA



                                                                                  $99.00 each Add to cart

                                                                                  02/16 PM 1-5 | Planning and Compliance for Complex Transactions for Business Owners

                                                                                  • Credits: 4
                                                                                  • Format: Scheduled Webinar
                                                                                  • Field of Study: Business Management
                                                                                  •  
                                                                                  • Author/Speaker: Art Werner
                                                                                  *Content Preview
                                                                                  Available Formats: 
                                                                                   
                                                                                   
                                                                                   
                                                                                  Advanced Preparation:None
                                                                                  Experience Level:Overview
                                                                                  Program Prerequisites:General Understanding of Business Ownership
                                                                                  Course ID:WR-353.23-LW
                                                                                  Published Date: October 2020
                                                                                  ***Special Note: This course does not qualify for IRS Reporting!***
                                                                                  COURSE DESCRIPTION

                                                                                  Every year brings new challenges. Changes in the Code sometimes hidden in legislation with deceptive names Court decisions affirming the value or assuring the risk in the advice we gave three years ago Complex transactions requiring
                                                                                  application of old law to new circumstances All the sort of things we cover in this advanced-level program.

                                                                                  Highlights include:
                                                                                  • Federal income tax consequences of:
                                                                                  • Insolvency Code Section 108 and Bankruptcy Code
                                                                                  • Late elections Regulation 301.9100-2 and 3
                                                                                  • Change in Accounting methods Code Section 446 and 481
                                                                                  • Net Operating Loss calculation, carryovers, and limitation Code Sections 172, and 382

                                                                                    Who Should Attend:
                                                                                    • All Certified Public Accountants (CPAs)

                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                    NASBA


                                                                                    $24.00 each Add to cart

                                                                                    02/16 PM 6-7 | Working Better Together

                                                                                    • Credits: 1
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Personnel | Human Resources
                                                                                    • Author/Speaker: Frank Castillo
                                                                                    Course ID:Advanced Preparation:Experience Level:
                                                                                    FC-101.23-LWNoneOverview
                                                                                    Published Date:Program Prerequisites:Other Course Formats:
                                                                                    May 2021NoneSelf-Study Video | Self-Study Audio | OnDemand Webinar
                                                                                    COURSE DESCRIPTION

                                                                                    A long, long time ago we would simply call, email, or poke our head into someone?s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we'll cover ways to connect,
                                                                                    what works well, what doesn't, and more importantly how to maximize our communication efforts.

                                                                                    Learning Objectives:

                                                                                    After reading the course material, you will be able to:

                                                                                    • Recall synchronistic and asynchronistic ways of connecting remotely.
                                                                                    • Identify best practices for communicating with colleagues virtually.
                                                                                    • Recall the benefits of collaborative workspaces.

                                                                                    Who Should Attend:
                                                                                    • All Certified Public Accountants (CPAs)

                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                                                                    NASBA


                                                                                           
                                                                                    $49.00 each Add to cart

                                                                                    02/16 PM 8-10 | The Essentials of Fringe Benefits Planning

                                                                                    • Credits: 2
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Federal Tax Law
                                                                                    • Author/Speaker: Art Werner

                                                                                    *Content Preview
                                                                                    Available Formats: 
                                                                                     
                                                                                     
                                                                                     
                                                                                     
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Overview
                                                                                    Program Prerequisites:General Understanding Taxation
                                                                                    Course ID:EWTFM-T-02071-23-O | 6233-CE-0785 | WR-366.23-LW
                                                                                    Published Date: September 2021
                                                                                    COURSE DESCRIPTION

                                                                                    Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques
                                                                                    to meet a clients fringe benefit planning objectives. 

                                                                                    This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including
                                                                                    ERISA reporting and disclosure requirements.

                                                                                    Who Should Attend:
                                                                                    • All Certified Public Accountants (CPAs)
                                                                                    • Enrolled Agents (EAs)
                                                                                    • Other Tax Return Preparer (OTRP)

                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                    NASBA
                                                                                    IRS
                                                                                    CTEC
                                                                                    $199.00 each Add to cart

                                                                                    02/17 AM 9-5 | Federal Tax Update Business

                                                                                    • Credits: 8
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Taxes | Federal Tax Update
                                                                                    • Author: Art Werner

                                                                                    Art Werner
                                                                                    Art Werner
                                                                                    Available Formats:
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Overview
                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                    Course ID:EWTFM-U-01943-22-O | 6233-CE-0706 | WR-375.23 
                                                                                    Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                                    The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                                    Speaker(s): Art Werner

                                                                                    Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                                    DAY TWO (Business)

                                                                                    Business Federal Tax Update Course Description

                                                                                    • Prerequisites: Experience preparing tax returns.
                                                                                    • NASBA Category: Taxes
                                                                                    • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                                    • Instructor: Art Werner
                                                                                    • Advanced Preparation: None
                                                                                    • CPE Credits: 8
                                                                                    • Level: Update
                                                                                    Course Description:

                                                                                    This year has already seen some changes in tax law and will see a lot more. This course will be essential for tax practitioner who wants to update their knowledge of business income taxation. This course
                                                                                    will provide a comprehensive review of business income tax complexities, including updates of tax legislation and planning strategies to assist your clients better. We will look at all the changes made
                                                                                    over the year and there is no doubt business taxes are going up this year, you will need this course for next year's tax preparations and planning ideas.

                                                                                    Learning Objectives:

                                                                                    To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and
                                                                                    various business income tax returns for the tax season.

                                                                                    Highlights:

                                                                                    • Review of essential IRC Sections
                                                                                    • Review of new legislation
                                                                                    • Schedule C and Schedule F issues
                                                                                    • Schedule E Issues
                                                                                    • Partnership issues
                                                                                    • Corporation issues
                                                                                    • LLC issues
                                                                                    • Qualified retirement plan issues
                                                                                    • IRC 280
                                                                                    • 199A Pass-Through broken down
                                                                                    • Business Affordable Care Act (“Obamacare / potential Bidencare”) issues


                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                                    NASBA
                                                                                    IRS
                                                                                    CTEC
                                                                                    $49.00 each Add to cart

                                                                                    02/17 PM 7-9 | Fundamentals of Income Taxation

                                                                                    • Credits: 2
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Federal Tax Law
                                                                                    • Author/Speaker: Allison M. McLeod, LL.M., CPA
                                                                                    Course ID:Advanced Preparation:Experience Level:
                                                                                    EWTFM-T-02105-23-O | 6233-CE-0819NoneOverview
                                                                                    Published Date:Program Prerequisites:Other Course Formats:
                                                                                    © May 2021Basic Understanding of TaxationSelf-Study Video | Self-Study Audio | OnDemand Webinar
                                                                                    COURSE DESCRIPTION

                                                                                    Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal for CPAs, CFPs, EAs, and other tax preparers.

                                                                                    Learning Objectives:

                                                                                    After reading the course material, you will be able to:

                                                                                    • Identify how the federal income tax differs from other types of federal taxes.
                                                                                    • Determine the steps in computing a taxpayer's federal income tax liability.
                                                                                    • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," “qualifying child,” “tax credits,” “filing status,” and “kiddie tax.”
                                                                                    • Recognize how an individual's standard deduction is determined.
                                                                                    • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
                                                                                    • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
                                                                                    • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

                                                                                    Who Should Attend:
                                                                                    • All Certified Public Accountants (CPAs)
                                                                                    • Enrolled Agents (EAs)
                                                                                    • Tax Return Preparers (TRPs)

                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                    NASBA
                                                                                    IRS
                                                                                    CTEC
                                                                                           
                                                                                    $24.00 each Add to cart

                                                                                    02/17 PM 9-10 | Currently Not Collectible

                                                                                    • Credits: 1
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Federal Tax Update
                                                                                    • Author/Speaker: Charles Montecino
                                                                                    *Content Preview
                                                                                    Available Formats: 
                                                                                     
                                                                                     
                                                                                     
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Overview
                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                    Course ID:EWTFM-U-01869-22-O | 6233-CE-0583 | CM-201.22-LW
                                                                                    Published Date: May 2020
                                                                                    COURSE DESCRIPTION

                                                                                    There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses,
                                                                                    they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

                                                                                    Topics include:
                                                                                    • Who is Eligible
                                                                                    • What is the Process
                                                                                    • Documents to Submit
                                                                                    • Completed Sample Forms
                                                                                    • What Happens Next

                                                                                    Learning Objectives:

                                                                                    After reading the course material, you will be able to:

                                                                                    • Determine Eligibility.
                                                                                    • Identify forms required for submission.
                                                                                    • Familiarize yourself with the different forms used in filing.
                                                                                    • Provide sound advice to your clients and set expectations.

                                                                                    Who Should Attend:
                                                                                    • All Certified Public Accountants (CPAs)
                                                                                    • Enrolled Agents (EAs)
                                                                                    • Other Tax Return Preparer (OTRP)

                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                    NASBA
                                                                                    IRS
                                                                                    CTEC

                                                                                    $199.00 each Add to cart

                                                                                    02/20 AM 9-5 | Federal Tax Update Individual

                                                                                    • Credits: 8
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Taxes | Federal Tax Update
                                                                                    • Author: Art Werner

                                                                                    Art Werner
                                                                                    Art Werner
                                                                                    Available Formats:
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Overview
                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                    Course ID:EWTFM-U-01942-22-O | 6233-CE-0705 | WR-374.23 | 020623
                                                                                    Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                                    The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                                    Speaker(s): Art Werner

                                                                                    Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                                    DAY ONE - Individual (credits: 8)

                                                                                    Individual Federal Tax Update Course Description
                                                                                    • Prerequisites: Experience in preparing individual tax returns.
                                                                                    • NASBA Category: Taxes
                                                                                    • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                                    • Instructor: Art Werner
                                                                                    • Advanced Preparation: None
                                                                                    • CPE Credits: 8
                                                                                    • Level: Update

                                                                                    Course Description:
                                                                                    This course is essential for tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099,
                                                                                    and 1098 complexities, including, updates of tax legislation and planning strategies to assist your clients better. You're hearing the rumors, we see the changes in tax law. Yes, taxes are going up, what
                                                                                    does this mean to your client? How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions, Art has answers for you. An
                                                                                    update is an update, this class will give you much much more.

                                                                                    Learning Objectives:
                                                                                    To provide participants with both an update and instructions so that they will have the necessary knowledge to complete IRS Form 1040 for the tax season, and be able to offer tax planning strategies to their
                                                                                    clients.

                                                                                    Highlights:

                                                                                    • Review of essential IRC Sections
                                                                                    • Review of new legislation
                                                                                    • New credits, deductions, and tax relief
                                                                                    • Alternative Minimum Tax issues
                                                                                    • Individual retirement plan issues
                                                                                    • Review of COVID Bills, Secure Act, and their impact
                                                                                    • Required minimum distributions
                                                                                    • Income and exclusions from cancellation of debt
                                                                                    • Reporting foreclosures or repossessions of residences and other real estates


                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                                    NASBA
                                                                                    IRS
                                                                                    CTEC
                                                                                    $74.00 each Add to cart

                                                                                    02/20 PM 7-10 | Max Test Drive-How to Tune Up your Thinking

                                                                                    • Credits: 3
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Personnel | Human Resources
                                                                                    • Author/Speaker: Michael Morgan Jr.

                                                                                    *Content Preview
                                                                                    Available Formats:
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Basic
                                                                                    Program Prerequisites:General Understanding of Working Under Pressure
                                                                                    Course ID:MMJR-100.23-LW
                                                                                    Published Date:© August 2022
                                                                                    ***Special Note: This course does not qualify for IRS Reporting!***


                                                                                    COURSE DESCRIPTION

                                                                                    Are you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition?
                                                                                    Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to? This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance.
                                                                                    The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence one’s, mental faculties. By the end of this lecture, you will know practical
                                                                                    steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life.
                                                                                    Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance.

                                                                                    Course Outline:
                                                                                    1. Introduction
                                                                                    2. The Biology of Performance
                                                                                    3. The Environment for Performance
                                                                                    4. The Psychology of Performance
                                                                                    5. Conclusion

                                                                                    Learning Objectives:

                                                                                    After reading the course material, you will be able to:

                                                                                    • Describe psychological theories related to cognitive performance such as the Zone of Maximal Performance
                                                                                    • Identify 2-3 biological factors they can address to improve mental functioning
                                                                                    • Analyze whether an environment is conducive to optimal performance
                                                                                    • Develop a psychological toolkit that supports learning
                                                                                    • Create interpolated self-quizzes to maximize gist retention and recall

                                                                                    Who Should Attend:
                                                                                    • This course was created for individuals who engage in mentally demanding work or preparation for some form of high-pressure mental performance situation (e.g., licensure examinations).
                                                                                    • Individuals who complete this course will acquire knowledge, skills, and awareness of actionable steps at their disposal to improve their mental performance.
                                                                                    • Anyone/Everyone can benefit from this knowledge.

                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                    NASBA



                                                                                    $99.00 each Add to cart

                                                                                    02/21 AM 10-2 | Advising the Individual Taxpayer with Complex Tax Affairs

                                                                                    • Credits: 4
                                                                                    • Format: Scheduled Webinar
                                                                                    • Field of Study: Federal Tax Law
                                                                                    •  
                                                                                    • Author/Speaker: Art Werner
                                                                                    *Content Preview
                                                                                    Available Formats:
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Overview
                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                    Course ID:EWTFM-T-02131-23-O | 6233-CE-0844 | WR-354.23-LW
                                                                                    Published Date: September 2020
                                                                                    COURSE DESCRIPTION

                                                                                    This program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for
                                                                                    families.

                                                                                    Highlights include:
                                                                                    • Be prepared to discuss popular tax shelters, explaining why one works and another does not. In addition to COVID 19 compliance, and understanding phase-in, phase-out limitations on high-income individuals, some planning ideas.
                                                                                      What are some safe tax shelters often overlooked?
                                                                                    • Taking advantage of various opportunities for income tax deferral
                                                                                    • Income splitting
                                                                                    • Section 1202 Stock
                                                                                    • Cash gifts to Uniform Gift to Minors accounts
                                                                                    • Qualifying children for IRA accounts
                                                                                    • Building cash values in Life Insurance policies
                                                                                    • GRITS, GRATS, and CRUTS and why they are not popular right now

                                                                                      Who Should Attend:
                                                                                      • All Certified Public Accountants (CPAs)
                                                                                      • Enrolled Agents (EAs)
                                                                                      • Other Tax Return Preparer (OTRP)

                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                      NASBA
                                                                                      IRS
                                                                                      CTEC

                                                                                      $49.00 each Add to cart

                                                                                      02/21 PM 2-4 | The "New" Form 7203 & How to calculate Shareholder Basis

                                                                                      • Credits: 2
                                                                                      •  
                                                                                      • Format: Scheduled Webinar
                                                                                      • Field of Study: Federal Tax Law
                                                                                      • Author/Speaker: MaryJane Hourani

                                                                                      * Preview not available until after first air date.
                                                                                      *Content Preview
                                                                                      Available Formats:
                                                                                      Advanced Preparation:None
                                                                                      Experience Level:Overview
                                                                                      Program Prerequisites:Basic Understanding of Taxation
                                                                                      Course ID:EWTFM-T-02145-23-O | 6233-CE-0838
                                                                                      Published Date:© Jan 2022


                                                                                      COURSE DESCRIPTION

                                                                                      Beginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's
                                                                                      outside basis as well as debt basis so as to compute any loss limitations under I.R.C. §461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will
                                                                                      be strategies of how to reconstruct shareholder basis when it has not been done in the past.

                                                                                      Topics include:
                                                                                      • At-Risk Limitations
                                                                                      • Passive Activity Limitations
                                                                                      • Stock and Debt Basis Limitations
                                                                                      • Completing Form 7203
                                                                                      • Reconstructing Basis
                                                                                      • Court Cases

                                                                                      Learning Objectives:

                                                                                      After reading the course material, you will be able to:

                                                                                      • Delineate Form 7203
                                                                                      • Determine how to complete Form 7203
                                                                                      • Outline strategies to reconstruct Shareholder Basis
                                                                                      • Explain loss limitations of §461
                                                                                      • Compare at-risk rules and limitations

                                                                                      Who Should Attend:
                                                                                      • All Certified Public Accountants (CPAs)
                                                                                      • Enrolled Agents (EAs)
                                                                                      • Other Tax Return Preparer (OTRP)

                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                      NASBA
                                                                                      IRS
                                                                                      CTEC

                                                                                      $24.00 each Add to cart

                                                                                      02/21 PM 5-6 | It's all about Trust

                                                                                      • Credits: 1
                                                                                      • Format: Scheduled Webinar
                                                                                      • Field of Study: Personnel / Human Resources
                                                                                      • Author/Speaker: Frank Castillo
                                                                                      Available Formats:
                                                                                      Advanced Preparation:None
                                                                                      Experience Level:Overview
                                                                                      Program Prerequisites:NA
                                                                                      Course ID:FC-103.23-LW
                                                                                      Published Date: August 2021
                                                                                      COURSE DESCRIPTION

                                                                                      Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                                                                                      life into the expression CPA, most trusted adviser.

                                                                                        Learning Objectives:

                                                                                        After reading the course material, you will be able to:

                                                                                        • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                                                                                        • Identify various value-added services which strengthen the bonds of trust with clients.
                                                                                        • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                                                                                        Who Should Attend:
                                                                                        • All Certified Public Accountants (CPAs)

                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                        NASBA



                                                                                        $49.00 each Add to cart

                                                                                        02/21 PM 7-9 | The ABCs of Advisory Services

                                                                                        • Credits: 2
                                                                                        • Format: Scheduled Webinar
                                                                                        • Field of Study: Federal Tax Law
                                                                                        • Author/Speaker: Art Werner

                                                                                        *Content Preview
                                                                                        Available Formats:
                                                                                        Advanced Preparation:None
                                                                                        Experience Level:Intermediate
                                                                                        Program Prerequisites:General Understanding
                                                                                        Course ID:EWTFM-T-02146-23-O | 6233-CE-0859 | WR-373.23-LW
                                                                                        Published Date:November 2021


                                                                                        COURSE DESCRIPTION

                                                                                        Over the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice.  Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing
                                                                                        Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding
                                                                                        of a variety of necessary issues and techniques.

                                                                                        Topics include:
                                                                                        • Understanding the concept of ?Integrated Planning? (financial, estate, asset protection, and tax planning)
                                                                                        • Changes in the landscape of a tax practitioner?s practice
                                                                                        • The bridging of services
                                                                                        • Getting started ? Where do your clients fail?
                                                                                        • Understanding the primary planning issues for all clients
                                                                                        • Estate and Gift issues
                                                                                        • Traps, pitfalls, and tips in planning
                                                                                        • Practical steps in establishing a tax advisory and wealth management services practice
                                                                                        • Domicile issues

                                                                                        Learning Objectives:

                                                                                        After reading the course material, you will be able to:

                                                                                        • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice

                                                                                        Who Should Attend:
                                                                                        • All Certified Public Accountants (CPAs)
                                                                                        • Enrolled Agents (EAs)
                                                                                        • Other Tax Return Preparer (OTRP)

                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                                                                        NASBA
                                                                                        IRS
                                                                                        CTEC

                                                                                        $24.00 each Add to cart

                                                                                        02/21 PM 9-10 | An Introduction to Self-Directed Solo 401(k)s

                                                                                        • Credits: 1
                                                                                        • Format: Scheduled Webinar
                                                                                        • Field of Study: Federal Tax Law
                                                                                        • Author/Speaker: Whitney Nash
                                                                                        *Content Preview
                                                                                        Available Formats:
                                                                                        Advanced Preparation:None
                                                                                        Experience Level:Overview
                                                                                        Program Prerequisites:General Understanding of Self Directed 401(k)s
                                                                                        Course ID:EWTFM-T-02133-23-O | 6233-CE-0846 | WN-201.23-LW
                                                                                        Published Date: March 2021
                                                                                        COURSE DESCRIPTION

                                                                                        This course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize
                                                                                        when a client might benefit from adopting a plan, gain solid background knowledge to answer clients most common questions, and learn about important information regarding applicable tax implications and filing requirements.

                                                                                        As your clients most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe
                                                                                        one of the best, cost-effective, and tax-efficient optimization strategies available for them.

                                                                                          Learning Objectives:

                                                                                          After reading the course material, you will be able to:

                                                                                          • Gain an understanding of the Self-Directed Solo 401(k)s eligibility requirements, contribution limits, investment options, features, and provisions.
                                                                                          • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.
                                                                                          • Learn the pitfalls that could result in adverse tax consequences and penalties.
                                                                                          • Obtain important tax filing information and learn about the reporting requirements for the plan.

                                                                                          Website for Hyperlinking:

                                                                                          www.nashionalsd.com

                                                                                          Who Should Attend:
                                                                                          • All Certified Public Accountants (CPAs)
                                                                                          • Enrolled Agents (EAs)
                                                                                          • Other Tax Return Preparer (OTRP)

                                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                          NASBA
                                                                                          IRS
                                                                                          CTEC

                                                                                          $49.00 each Add to cart

                                                                                          02/22 AM 10-12 | The Tax Practitioner’s Guide to Estate Administration

                                                                                          • Credits: 2
                                                                                          •  
                                                                                          • Format: Scheduled Webinar
                                                                                          • Field of Study: Federal Tax Law
                                                                                          •  
                                                                                          • Author/Speaker: Art Werner 
                                                                                          * Preview not available until after first air date.
                                                                                          *Content Preview
                                                                                          Available Formats: 
                                                                                           
                                                                                           
                                                                                           
                                                                                          Advanced Preparation:None
                                                                                          Experience Level:Overview
                                                                                          Program Prerequisites:Basic Understanding of Taxation
                                                                                          Course ID:EWTFM-T-02093-23-O | 6233-CE-0806 |
                                                                                          Published Date: Oct 2021

                                                                                          Course Description:

                                                                                          The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets
                                                                                          until the probate assets can be distributed to the individuals or entities having a beneficial interest therein For Federal purposes, it is the total of all assets owned or controlled by a decedent valued at their highest and best
                                                                                          use (IRC "2031") Internal Revenue Code (Gross Estate) IRC "2033" includes in the gross estate all probate assets IRC "2034 " 2044 includes in the gross estate all non-probate assets "2034" Dower and courtesy rights "2035" Transfers
                                                                                          in contemplation of death (3-year rule) "2036" Gratuitous transfers with a retained right to income or control of beneficial enjoyment "2037" Gratuitous transfers conditioned on surviving the decedent "2038" Gratuitous transfers
                                                                                          with retained right to revoke "2039" - Annuities "2040" Jointly held property with the right of survivorship Between spouses Between non-spouses "2041" General Powers of Appointment "2042" Life Insurance the death benefit in which
                                                                                          the decedent is insured and possesses an incidence of ownership "2044" Assets in a trust with respect to which a QTIP election was made by the estate of a prior spouse.

                                                                                          Who Should Attend:
                                                                                          • All Certified Public Accountants (CPAs)
                                                                                          • Enrolled Agents (EAs)
                                                                                          • Tax Return Preparers (TRPs)

                                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                          NASBA
                                                                                          IRS
                                                                                          CTEC
                                                                                          $24.00 each Add to cart

                                                                                          02/22 PM 1-2 | Mental Health in the Workplace PTSD and Grief

                                                                                          • Credits: 1
                                                                                          • Format: Scheduled Webinar
                                                                                          • Field of Study: Personnel | Human Resources
                                                                                          • Author: Michael Morgan Jr.

                                                                                          *Content Preview
                                                                                          Available Formats:
                                                                                          Advanced Preparation:None
                                                                                          Experience Level:Basic
                                                                                          Program Prerequisites:None
                                                                                          Course ID:MMJR-104.23-LW
                                                                                          Published Date:January 2023
                                                                                          COURSE DESCRIPTION

                                                                                          This course will help financial professionals to better support well-being in the workplace through greater understanding of mental health, in this lecture we will specifically cover post-traumatic stress disorder and grief. The course
                                                                                          will define PTSD and Grief from a scientific perspective, review the epidemiology of PTSD, and causes and consequences of PTSD. The lecture will include information about current treatments of PTSD and how to create a work environment
                                                                                          supportive of individuals with the condition. 

                                                                                          Topics include:

                                                                                          This course will provide accountants with the knowledge, awareness, and skills to support the occupational functioning of individuals suffering with PTSD and Grief.

                                                                                          • Why should I care?
                                                                                          • What is PTSD?
                                                                                          • How is PTSD treated?
                                                                                          • What is grief?
                                                                                          • How can I help?

                                                                                          Learning Objectives:

                                                                                          After reading the course material, you will be able to:

                                                                                          • Define PTSD and Grief
                                                                                          • Describe people at higher risk of PTSD
                                                                                          • Describe the consequences of PTSD
                                                                                          • List at least 3 evidence-based treatment options for PTSD
                                                                                          • Describe the modern understanding of Grief
                                                                                          • List at least 3 specific steps they can take to create a trauma-informed workplace

                                                                                          Who Should Attend:

                                                                                          This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience PTSD and Grief. This course is especially useful for anyone working in a management capacity,
                                                                                          as the information can be used to help retain talented employees and help them overcome trauma and grief related barriers to productivity.  

                                                                                          • All Certified Public Accountants (CPAs)
                                                                                          • Enrolled Agents (EAs)
                                                                                          • Other Tax Return Preparer (OTRP)

                                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                          NASBA


                                                                                          $49.00 each Add to cart

                                                                                          02/22 PM 4-6 | Circular 230: The Ethical Guide

                                                                                          • Credits: 2
                                                                                          •  
                                                                                          • Format: Scheduled Webinar
                                                                                          • Field of Study: Federal Tax Ethics
                                                                                          • Author/Speaker: Shelli Huston / Art Werner
                                                                                          *Content Preview
                                                                                          Available Formats: 
                                                                                           
                                                                                           
                                                                                          Advanced Preparation:None
                                                                                          Experience Level:Overview
                                                                                          Program Prerequisites:General Understanding of Ethics
                                                                                          Course ID:EWTFM-E-02099-23-O | 6233-CE-0812 | SH-212.23-LW
                                                                                          Published Date: June 2020
                                                                                          COURSE DESCRIPTION

                                                                                          This is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these
                                                                                          issues are discussed. A final examination covering the course material is administered.

                                                                                            Who Should Attend:
                                                                                            • All Certified Public Accountants (CPAs)
                                                                                            • Enrolled Agents (EAs)
                                                                                            • Other Tax Return Preparer (OTRP)

                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                            NASBA
                                                                                            IRS
                                                                                            CTEC
                                                                                            $49.00 each Add to cart

                                                                                            02/22 PM 7-9 | Fundamentals of Income Taxation

                                                                                            • Credits: 2
                                                                                            • Format: Scheduled Webinar
                                                                                            • Field of Study: Federal Tax Law
                                                                                            • Author/Speaker: Allison M. McLeod, LL.M., CPA
                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                            EWTFM-T-02105-23-O | 6233-CE-0819NoneOverview
                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                            © May 2021Basic Understanding of TaxationSelf-Study Video | Self-Study Audio | OnDemand Webinar
                                                                                            COURSE DESCRIPTION

                                                                                            Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal for CPAs, CFPs, EAs, and other tax preparers.

                                                                                            Learning Objectives:

                                                                                            After reading the course material, you will be able to:

                                                                                            • Identify how the federal income tax differs from other types of federal taxes.
                                                                                            • Determine the steps in computing a taxpayer's federal income tax liability.
                                                                                            • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," “qualifying child,” “tax credits,” “filing status,” and “kiddie tax.”
                                                                                            • Recognize how an individual's standard deduction is determined.
                                                                                            • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
                                                                                            • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
                                                                                            • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

                                                                                            Who Should Attend:
                                                                                            • All Certified Public Accountants (CPAs)
                                                                                            • Enrolled Agents (EAs)
                                                                                            • Tax Return Preparers (TRPs)

                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                            NASBA
                                                                                            IRS
                                                                                            CTEC
                                                                                                   
                                                                                            $24.00 each Add to cart

                                                                                            02/22 PM 9-10 | Currently Not Collectible

                                                                                            • Credits: 1
                                                                                            • Format: Scheduled Webinar
                                                                                            • Field of Study: Federal Tax Update
                                                                                            • Author/Speaker: Charles Montecino
                                                                                            *Content Preview
                                                                                            Available Formats: 
                                                                                             
                                                                                             
                                                                                             
                                                                                            Advanced Preparation:None
                                                                                            Experience Level:Overview
                                                                                            Program Prerequisites:General Understanding of Taxation
                                                                                            Course ID:EWTFM-U-02116-23-O | 6233-CE-0829 | CM-201.23-LW
                                                                                            Published Date: May 2020
                                                                                            COURSE DESCRIPTION

                                                                                            There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses,
                                                                                            they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

                                                                                            Topics include:
                                                                                            • Who is Eligible
                                                                                            • What is the Process
                                                                                            • Documents to Submit
                                                                                            • Completed Sample Forms
                                                                                            • What Happens Next

                                                                                            Learning Objectives:

                                                                                            After reading the course material, you will be able to:

                                                                                            • Determine Eligibility.
                                                                                            • Identify forms required for submission.
                                                                                            • Familiarize yourself with the different forms used in filing.
                                                                                            • Provide sound advice to your clients and set expectations.

                                                                                            Who Should Attend:
                                                                                            • All Certified Public Accountants (CPAs)
                                                                                            • Enrolled Agents (EAs)
                                                                                            • Other Tax Return Preparer (OTRP)

                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                            NASBA
                                                                                            IRS
                                                                                            CTEC

                                                                                            $49.00 each Add to cart

                                                                                            02/23 AM 10-12 | The Tax Aspects of Cryptocurrency

                                                                                            • Credits: 2
                                                                                            • Format: OnDemand® Webinar
                                                                                            • Field of Study: Federal Tax Law
                                                                                            • Author/Speaker: Art Werner

                                                                                            *Content Preview
                                                                                            Available Formats: 
                                                                                             
                                                                                             
                                                                                             
                                                                                            Advanced Preparation:None
                                                                                            Experience Level:Overview
                                                                                            Program Prerequisites:General Understanding of Taxation
                                                                                            Course ID:EWTFM-T-02117-23-O | 6233-CE-0830 | WR-372.22-LW
                                                                                            Published Date:© August 2021
                                                                                            COURSE DESCRIPTION

                                                                                            Cryptocurrency can be a very confusing issue for a client in both compliance and planning.   This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.  

                                                                                            Topics include:
                                                                                            • Introduction to cryptocurrency
                                                                                            • Understanding the term “blockchain”
                                                                                            • Various types of cryptocurrency
                                                                                            • Why cryptocurrency is popular
                                                                                            • Investment attributes of cryptocurrency
                                                                                            • Tax aspects of cryptocurrency
                                                                                            • Position of the Internal Revenue Service
                                                                                            • Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
                                                                                            • Understanding Notice 2014-21 FAQs
                                                                                            • Compliance issues
                                                                                            • Charitable issues
                                                                                            • Internal Revenue Service enforcement

                                                                                            Learning Objectives:

                                                                                            After reading the course material, you will be able to:

                                                                                            • To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.

                                                                                            Who Should Attend:
                                                                                            • All Certified Public Accountants (CPAs)
                                                                                            • Enrolled Agents (EAs)
                                                                                            • Other Tax Return Preparer (OTRP)

                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                            NASBA
                                                                                            IRS
                                                                                            CTEC
                                                                                            $24.00 each Add to cart

                                                                                            02/23 PM 1-2 | Sexual Harassment Prevention Begins with You

                                                                                            • Credits: 1
                                                                                            • Format: Scheduled Webinar
                                                                                            • Field of Study: Personnel | Human Resources
                                                                                            • Author/Speaker: Michael Morgan Jr

                                                                                            *Content Preview
                                                                                            Available Formats:
                                                                                            Advanced Preparation:None
                                                                                            Experience Level:Basic
                                                                                            Program Prerequisites:None
                                                                                            Course ID:MMJR-101.23-LW
                                                                                            Published Date:August 2022
                                                                                            COURSE DESCRIPTION

                                                                                            This course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with an intent to improve working conditions for all and limit legal liability.

                                                                                            This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description
                                                                                            of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions
                                                                                            that can be taken to prevent and remediate unacceptable behavior.

                                                                                            Topics include:
                                                                                            • Introduction
                                                                                            • Definition and History of Sexual Harassment
                                                                                            • Prevalence of Sexual Harassment
                                                                                            • Federal and State Laws
                                                                                            • Consequences of Sexual Harassment
                                                                                            • Predictors of Sexual Harassment
                                                                                            • Prevention and Intervention
                                                                                            • Conclusion and Case Scenarios

                                                                                            Learning Objectives:

                                                                                            After reading the course material, you will be able to:

                                                                                            • Define sexual harassment
                                                                                            • Describe the prevalence of sexual harassment in the United States
                                                                                            • Understand both Federal and some exemplar state laws about sexual harassment in the workplace
                                                                                            • Identify kinds of sexual harassment from vignettes, identify potential risk and liability in the vignettes, and brainstorm actions that could prevent or intervene in the scenario
                                                                                            • Understand the negative consequences of sexual harassment at the individual and organizational levels

                                                                                            Who Should Attend:

                                                                                            This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.

                                                                                            • All Certified Public Accountants (CPAs)
                                                                                            • Enrolled Agents (EAs)
                                                                                            • Other Tax Return Preparer (OTRP)

                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                            NASBA



                                                                                            $74.00 each Add to cart

                                                                                            02/23 PM 3-6 | Secure Act 2.0 Everything That You Need To Know

                                                                                            • Credits: 3
                                                                                            • Format: Scheduled Webinar
                                                                                            • Field of Study: Federal Tax Update
                                                                                            •  
                                                                                            • Author: Arthur Werner

                                                                                            *Content Preview
                                                                                            Available Formats:
                                                                                            Advanced Preparation:None
                                                                                            Experience Level:Update
                                                                                            Program Prerequisites:NONE
                                                                                            Course ID:EWTFM-U-02199-23-O | 6233-CE-0912 | WR-382.23-LW
                                                                                            Published Date:Aired Date: 1/2023 | Registered for 2023
                                                                                            COURSE DESCRIPTION

                                                                                            Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019.  There are over 50 tax-related
                                                                                            provisions within SECURE 2.0 that an advisor needs to be able to master.  This course will provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’
                                                                                            retirement planning needs.

                                                                                            Topics include:
                                                                                            • Mandatory Automatic Enrollment
                                                                                            • Credit For Small Employer Pension Plan Startup Costs
                                                                                            • Enhancement Of The Saver’s Credit
                                                                                            • Increase In Starting Age For RMDs 
                                                                                            • Indexing IRA Catch-Up
                                                                                            • Higher Catch-Up Limit Age 61, 62, 63, And 64
                                                                                            • Student Loan Payments As Elective Deferrals For Matching Contributions
                                                                                            • Start-Up Credit Costs For Employers Joining An Existing Plan
                                                                                            • Financial Incentives For Contributing To a Plan
                                                                                            • Withdrawals For Certain Emergency Expenses
                                                                                            • SIMPLE Plan changes
                                                                                            • Starter 401(K) Plans
                                                                                            • Sec 529 Plan To Roth Rollovers
                                                                                            • Emergency Savings Accounts
                                                                                            • Enhancement of 403(B) Plans
                                                                                            • Qualified Charitable Distributions to Split Interest Entity
                                                                                            • Retirement Savings Lost and Found
                                                                                            • And more!

                                                                                            Objective:

                                                                                            To provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

                                                                                              Who Should Attend:
                                                                                              • All Certified Public Accountants (CPAs)
                                                                                              • Enrolled Agents (EAs)
                                                                                              • Other Tax Return Preparer (OTRP)

                                                                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                              NASBA
                                                                                              IRS
                                                                                              CTEC
                                                                                              $24.00 each Add to cart

                                                                                              02/23 PM 6-7 | Creating Value

                                                                                              • Credits: 1
                                                                                              • Format: Scheduled Webinar
                                                                                              • Field of Study: Business Management | Organization
                                                                                              • Author/Speaker: Frank Castillo

                                                                                              *Content Preview
                                                                                              Available Formats:
                                                                                              Advanced Preparation:None
                                                                                              Experience Level:Basic
                                                                                              Program Prerequisites:None
                                                                                              Course ID:FC-105.23-LW
                                                                                              Published Date:September 2021


                                                                                              COURSE DESCRIPTION

                                                                                              Value!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver
                                                                                              on client needs and expectations during this session.

                                                                                                Learning Objectives:

                                                                                                After reading the course material, you will be able to:

                                                                                                • Recall the advantages of a value billing approach.
                                                                                                • Identify ways CPAs can strengthen their relationships with clients.
                                                                                                • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

                                                                                                Who Should Attend:
                                                                                                • All Certified Public Accountants (CPAs)

                                                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                                                                                NASBA



                                                                                                $24.00 each Add to cart

                                                                                                02/23 PM 8-9 | Workplace Culture

                                                                                                • Credits: 1
                                                                                                • Format: Scheduled Webinar
                                                                                                • Field of Study: Personnel | Human Resources
                                                                                                • Author/Speaker: Frank Castillo
                                                                                                *Content Preview
                                                                                                Available Formats: 
                                                                                                 
                                                                                                 
                                                                                                 
                                                                                                Advanced Preparation:None
                                                                                                Experience Level:Overview
                                                                                                Program Prerequisites:General Understanding of Human Resources
                                                                                                Course ID:FC-100.23-LW
                                                                                                Published Date: April  2021
                                                                                                COURSE DESCRIPTION

                                                                                                Workplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies
                                                                                                share and ways your organization can benefit.

                                                                                                  Learning Objectives:

                                                                                                  After reading the course material, you will be able to:

                                                                                                  • Recall which elements factor into a companys attitudes, behaviors, and culture.
                                                                                                  • Identify key statistics in connection with hiring and retention trends.
                                                                                                  • Recall helpful tips that foster the development of company culture.

                                                                                                  Who Should Attend:
                                                                                                  • All Certified Public Accountants (CPAs)

                                                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                  NASBA


                                                                                                  $199.00 each Add to cart

                                                                                                  02/24 AM 9-5 | Federal Tax Update Business

                                                                                                  • Credits: 8
                                                                                                  • Format: Scheduled Webinar
                                                                                                  • Field of Study: Taxes | Federal Tax Update
                                                                                                  • Author: Art Werner

                                                                                                  Art Werner
                                                                                                  Art Werner
                                                                                                  Available Formats:
                                                                                                  Advanced Preparation:None
                                                                                                  Experience Level:Overview
                                                                                                  Program Prerequisites:General Understanding of Taxation
                                                                                                  Course ID:EWTFM-U-01943-22-O | 6233-CE-0706 | WR-375.23 
                                                                                                  Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                                                  The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                                                  Speaker(s): Art Werner

                                                                                                  Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                                                  DAY TWO (Business)

                                                                                                  Business Federal Tax Update Course Description

                                                                                                  • Prerequisites: Experience preparing tax returns.
                                                                                                  • NASBA Category: Taxes
                                                                                                  • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                                                  • Instructor: Art Werner
                                                                                                  • Advanced Preparation: None
                                                                                                  • CPE Credits: 8
                                                                                                  • Level: Update
                                                                                                  Course Description:

                                                                                                  This year has already seen some changes in tax law and will see a lot more. This course will be essential for tax practitioner who wants to update their knowledge of business income taxation. This course
                                                                                                  will provide a comprehensive review of business income tax complexities, including updates of tax legislation and planning strategies to assist your clients better. We will look at all the changes made
                                                                                                  over the year and there is no doubt business taxes are going up this year, you will need this course for next year's tax preparations and planning ideas.

                                                                                                  Learning Objectives:

                                                                                                  To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and
                                                                                                  various business income tax returns for the tax season.

                                                                                                  Highlights:

                                                                                                  • Review of essential IRC Sections
                                                                                                  • Review of new legislation
                                                                                                  • Schedule C and Schedule F issues
                                                                                                  • Schedule E Issues
                                                                                                  • Partnership issues
                                                                                                  • Corporation issues
                                                                                                  • LLC issues
                                                                                                  • Qualified retirement plan issues
                                                                                                  • IRC 280
                                                                                                  • 199A Pass-Through broken down
                                                                                                  • Business Affordable Care Act (“Obamacare / potential Bidencare”) issues


                                                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                                                  NASBA
                                                                                                  IRS
                                                                                                  CTEC
                                                                                                  $49.00 each Add to cart

                                                                                                  02/24 PM 6-8 | Employee Retention Credit (ERC)

                                                                                                  • Credits: 2
                                                                                                  •  
                                                                                                  • Format: Scheduled Webinar
                                                                                                  • Field of Study: Federal Tax Update
                                                                                                  • Author/Speaker: MaryJane Hourani
                                                                                                  *Content Preview
                                                                                                  Available Formats: 
                                                                                                   
                                                                                                   
                                                                                                   
                                                                                                  Advanced Preparation:None
                                                                                                  Experience Level:Overview
                                                                                                  Program Prerequisites:General Understanding of Taxation
                                                                                                  Course ID:EWTFM-U-02120-23-O | 6233-CE-0850 | MJH-427.23-LW
                                                                                                  Published Date: June 2020
                                                                                                  COURSE DESCRIPTION

                                                                                                  The seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American
                                                                                                  Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts as well as guidance in IRS Notice 2021-20 and IRS Notice 2021-23.

                                                                                                    Learning Objectives:

                                                                                                    After reading the course material, you will be able to:

                                                                                                    • Identify who is a Qualified Employer.
                                                                                                    • Identify who are Qualified Employees.
                                                                                                    • Discuss the qualifying factors of the Employee Retention Credit.
                                                                                                    • Analyze the different parameters of each Act.
                                                                                                    • Describe the procedures for claiming the Employee Retention Credit.
                                                                                                    • Describe how to amend payroll tax returns to claim the Employee Retention Credit.

                                                                                                    Who Should Attend:
                                                                                                    • All Certified Public Accountants (CPAs)
                                                                                                    • Enrolled Agents (EAs)
                                                                                                    • Other Tax Return Preparer (OTRP)

                                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                    NASBA
                                                                                                    IRS
                                                                                                    CTEC
                                                                                                    $49.00 each Add to cart

                                                                                                    02/24 PM 8-10 | Post Mortem Estate Planning Primer

                                                                                                    • Credits: 2
                                                                                                    •  
                                                                                                    • Format: Scheduled Webinar
                                                                                                    • Field of Study: Federal Tax Law
                                                                                                    • Author/Speaker: Art Werner

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Overview
                                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                                    Course ID:EWTFM-T-02119-23-O | 6233-CE-0832 | WR-365.23-LW
                                                                                                    Published Date:June 2021

                                                                                                    COURSE DESCRIPTION

                                                                                                    People die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse,
                                                                                                    the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

                                                                                                    This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA
                                                                                                    should be discussing with their clients now. Not Later.

                                                                                                      Learning Objectives:

                                                                                                      After reading the course material, you will be able to:

                                                                                                      • Identify Post Mortem Opportunities on the Final Form 1040
                                                                                                      • Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
                                                                                                      • Define Executor responsibility
                                                                                                      • Prepare Post Mortem Estate Tax Elections Form706
                                                                                                      • Understand the reasoning for using Alternate Evaluation Dates
                                                                                                      • Define the requirements for Qualified Terminable Interest Property (QTIP)
                                                                                                      • Define the requirements for Qualified Domestic Trust (QDOT) Election
                                                                                                      • Identify the rules for Resident Alien Spouses
                                                                                                      • Define Special Use Valuation [IRC 2032(A)]
                                                                                                      • State the purpose and use of Portability Election [IRC 2010(c)]

                                                                                                      Who Should Attend:
                                                                                                      • All Certified Public Accountants (CPAs)
                                                                                                      • Enrolled Agents (EAs)
                                                                                                      • Other Tax Return Preparer (OTRP)

                                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                      NASBA
                                                                                                      IRS
                                                                                                      CTEC

                                                                                                      $199.00 each Add to cart

                                                                                                      02/27 AM 9-5 | Federal Tax Update Individual

                                                                                                      • Credits: 8
                                                                                                      • Format: Scheduled Webinar
                                                                                                      • Field of Study: Taxes | Federal Tax Update
                                                                                                      • Author: Art Werner

                                                                                                      Art Werner
                                                                                                      Art Werner
                                                                                                      Available Formats:
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Overview
                                                                                                      Program Prerequisites:General Understanding of Taxation
                                                                                                      Course ID:EWTFM-U-01942-22-O | 6233-CE-0705 | WR-374.23
                                                                                                      Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                                                      The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                                                      Speaker(s): Art Werner

                                                                                                      Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                                                      DAY ONE - Individual (credits: 8)

                                                                                                      Individual Federal Tax Update Course Description
                                                                                                      • Prerequisites: Experience in preparing individual tax returns.
                                                                                                      • NASBA Category: Taxes
                                                                                                      • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                                                      • Instructor: Art Werner
                                                                                                      • Advanced Preparation: None
                                                                                                      • CPE Credits: 8
                                                                                                      • Level: Update

                                                                                                      Course Description:
                                                                                                      This course is essential for tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099,
                                                                                                      and 1098 complexities, including, updates of tax legislation and planning strategies to assist your clients better. You're hearing the rumors, we see the changes in tax law. Yes, taxes are going up, what
                                                                                                      does this mean to your client? How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions, Art has answers for you. An
                                                                                                      update is an update, this class will give you much much more.

                                                                                                      Learning Objectives:
                                                                                                      To provide participants with both an update and instructions so that they will have the necessary knowledge to complete IRS Form 1040 for the tax season, and be able to offer tax planning strategies to their
                                                                                                      clients.

                                                                                                      Highlights:

                                                                                                      • Review of essential IRC Sections
                                                                                                      • Review of new legislation
                                                                                                      • New credits, deductions, and tax relief
                                                                                                      • Alternative Minimum Tax issues
                                                                                                      • Individual retirement plan issues
                                                                                                      • Review of COVID Bills, Secure Act, and their impact
                                                                                                      • Required minimum distributions
                                                                                                      • Income and exclusions from cancellation of debt
                                                                                                      • Reporting foreclosures or repossessions of residences and other real estates


                                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                                                      NASBA
                                                                                                      IRS
                                                                                                      CTEC
                                                                                                      $49.00 each Add to cart

                                                                                                      02/27 PM 6-8 | Children of All Ages: Comprehensive Planning Techniques

                                                                                                      • Credits: 2
                                                                                                      • Format: Scheduled Webinar
                                                                                                      • Field of Study: Federal Tax Update
                                                                                                      • Author/Speaker: Shelli Huston
                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                       
                                                                                                       
                                                                                                       
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Overview
                                                                                                      Program Prerequisites:General Understanding of Taxation
                                                                                                      Course ID:EWTFM-U-02135-23-O | 6233-CE-0848 | SH-210.23-LW
                                                                                                      Published Date: May 2020
                                                                                                      COURSE DESCRIPTION

                                                                                                      What qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many
                                                                                                      factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will
                                                                                                      impact your tax return.

                                                                                                      Topics include:
                                                                                                      • Who are the children of today?
                                                                                                      • Form 8332
                                                                                                      • Definition of a Qualified Child
                                                                                                      • Support Test
                                                                                                      • Credits
                                                                                                      • Kiddie Tax
                                                                                                      • Gift Tax
                                                                                                      • Working Children
                                                                                                      • Retirement for a Child
                                                                                                      • Health Insurance

                                                                                                        Who Should Attend:
                                                                                                        • All Certified Public Accountants (CPAs)
                                                                                                        • Enrolled Agents (EAs)
                                                                                                        • Other Tax Return Preparer (OTRP)

                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                        NASBA
                                                                                                        IRS
                                                                                                        CTEC

                                                                                                        $49.00 each Add to cart

                                                                                                        02/27 PM 8-10 | Tax Practice Standards

                                                                                                        • Credits: 2
                                                                                                        • Format: Scheduled Webinar
                                                                                                        • Field of Study: Regulatory Ethics
                                                                                                        • Author/Speaker: Allison McLeod

                                                                                                        *Content Preview
                                                                                                        Available Formats: 
                                                                                                         
                                                                                                         
                                                                                                         
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic
                                                                                                        Program Prerequisites:General Understanding of Ethics
                                                                                                        Course ID:EWTFM-E-02143-23-O | 6233-CE-0857 | AM-128.23-LW
                                                                                                        Published Date:March 2022

                                                                                                        ***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***

                                                                                                        COURSE DESCRIPTION

                                                                                                        Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards
                                                                                                        for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for CPAs, EAs, or other tax professionals.

                                                                                                        Learning Objectives:

                                                                                                        After reading the course material, you will be able to:

                                                                                                        • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency, and proper administration of the tax law.
                                                                                                        • Understand the practitioners obligations to disclose certain client information when representing them against the IRS
                                                                                                        • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC, and common law.
                                                                                                        • Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

                                                                                                        Who Should Attend:
                                                                                                        • All Certified Public Accountants (CPAs)
                                                                                                        • Enrolled Agents (EAs)
                                                                                                        • Other Tax Return Preparer (OTRP)

                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                        NASBA
                                                                                                        IRS
                                                                                                        CTEC
                                                                                                        $99.00 each Add to cart

                                                                                                        02/28 AM 10-2 | Form 1041: Everything You Never Wanted to Know

                                                                                                        • Credits: 4
                                                                                                        • Format: Scheduled Webinar
                                                                                                        • Field of Study: Federal Tax Law
                                                                                                        • Author/Speaker: Art Werner
                                                                                                        Course ID:Advanced Preparation:Experience Level:
                                                                                                        EWTFM-T-02140-23-O | 6233-CE-0854NoneOverview
                                                                                                        Published Date:Program Prerequisites:Other Course Formats:
                                                                                                        Oct 2020Basic Understanding of TaxationSelf-Study | Video | Audio | OnDemand Webinar
                                                                                                        COURSE DESCRIPTION

                                                                                                        Certain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection)
                                                                                                        as well as the basics of fiduciary income tax compliance.

                                                                                                        Chapters include:

                                                                                                        • Introduction & Definitions
                                                                                                        • The Basics of Compliance
                                                                                                        • Subchapter J of the internal revenue code
                                                                                                        • Compliance
                                                                                                        • Advanced Issues

                                                                                                        Learning Objectives:

                                                                                                        After reading the course material, you will be able to:

                                                                                                        • Define Estate for state purposes
                                                                                                        • Define Estate for Federal Purposes
                                                                                                        • Define Probate
                                                                                                        • Define Executor
                                                                                                        • Define Trusts
                                                                                                        • State when to file form 1040
                                                                                                        • State the tax considerations in trusts
                                                                                                        • Identify the 1041 Tax rate schedule
                                                                                                        • Identify the benefits of a Section 645 Election
                                                                                                        • State the charitable issues
                                                                                                        • Determine the Mechanical calculation of DNI

                                                                                                        Who Should Attend:
                                                                                                        • All Certified Public Accountants (CPAs)
                                                                                                        • Enrolled Agents (EAs)
                                                                                                        • Tax Return Preparers (TRPs)

                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship's:
                                                                                                        NASBA
                                                                                                        IRS
                                                                                                        CTEC
                                                                                                               
                                                                                                        $24.00 each Add to cart

                                                                                                        02/28 PM 2-3 | CPAs... Who are we?

                                                                                                        • Credits: 1
                                                                                                        • Format: Scheduled Webinar
                                                                                                        • Field of Study: Personnel | Human Resources
                                                                                                        •  
                                                                                                        • Author/Speaker: Frank Castillo

                                                                                                        *Content Preview
                                                                                                        Available Formats: 
                                                                                                         
                                                                                                         
                                                                                                         
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic 
                                                                                                        Program Prerequisites:None
                                                                                                        Course ID:FC-102.23-LW
                                                                                                        Published Date:March 2022
                                                                                                        COURSE DESCRIPTION

                                                                                                        It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the
                                                                                                        changing nature of our profession and ways that CPAs can adapt, survive and thrive! 

                                                                                                        Learning Objectives:

                                                                                                        After reading the course material, you will be able to:

                                                                                                        1. Identify key changes impacting the CPA profession.
                                                                                                        2. Recall common characteristics and traits commonly shared by our colleagues.
                                                                                                        3. Identify steps we as professionals can take to build trust with our colleagues.

                                                                                                        Who Should Attend:
                                                                                                        • All Certified Public Accountants (CPAs)
                                                                                                        • Enrolled Agents (EAs)
                                                                                                        • Other Tax Return Preparer (OTRP)

                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                        NASBA


                                                                                                        $49.00 each Add to cart

                                                                                                        02/28 PM 3-5 | Understanding Aging and Financial Literacy

                                                                                                        • Credits: 2
                                                                                                        • Format: Scheduled Webinar
                                                                                                        • Field of Study: Personnel | Human Resources
                                                                                                        • Author/Speaker: Michael Morgan Jr

                                                                                                        *Content Preview
                                                                                                        Available Formats:
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic
                                                                                                        Program Prerequisites:None
                                                                                                        Course ID:MMJR-102.23-LW
                                                                                                        Published Date:August 2022
                                                                                                        COURSE DESCRIPTION

                                                                                                        This course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also
                                                                                                        help participants develop their knowledge of how aging impacts their older client’s abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept
                                                                                                        of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging.

                                                                                                        Topics include:
                                                                                                        • The Aging Population
                                                                                                        • A New Outlook on Retirement
                                                                                                        • Age-related Changes in Cognition
                                                                                                        • Numeracy and Financial Literacy
                                                                                                        • Informed Financial Decision-Making
                                                                                                        • Critical Thinking Application

                                                                                                        Learning Objectives:

                                                                                                        After reading the course material, you will be able to:

                                                                                                        • Describe the general trends in the demographics of aging
                                                                                                        • Critically examine the relationship between demographic changes, global economics, and personal finance
                                                                                                        • Identify 2-3 ways normal aging influences late-life financial planning
                                                                                                        • Define and assess client numeracy
                                                                                                        • Engage in the teach-back method to support the client’s informed financial decision-making

                                                                                                        Who Should Attend:

                                                                                                        This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical
                                                                                                        practice consideration.

                                                                                                        • All Certified Public Accountants (CPAs)
                                                                                                        • Enrolled Agents (EAs)
                                                                                                        • Other Tax Return Preparer (OTRP)

                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                        NASBA



                                                                                                        $24.00 each Add to cart

                                                                                                        02/28 PM 6-7 | It's all about Trust

                                                                                                        • Credits: 1
                                                                                                        • Format: Scheduled Webinar
                                                                                                        • Field of Study: Personnel / Human Resources
                                                                                                        • Author/Speaker: Frank Castillo
                                                                                                        Available Formats:
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Overview
                                                                                                        Program Prerequisites:NA
                                                                                                        Course ID:FC-103.23-LW
                                                                                                        Published Date: August 2021
                                                                                                        COURSE DESCRIPTION

                                                                                                        Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                                                                                                        life into the expression CPA, most trusted adviser.

                                                                                                          Learning Objectives:

                                                                                                          After reading the course material, you will be able to:

                                                                                                          • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                                                                                                          • Identify various value-added services which strengthen the bonds of trust with clients.
                                                                                                          • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                                                                                                          Who Should Attend:
                                                                                                          • All Certified Public Accountants (CPAs)

                                                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                          NASBA



                                                                                                          $49.00 each Add to cart

                                                                                                          02/28 PM 8-10 | Offer in Compromise: Settle Tax Debts for Less Than What Is Owed

                                                                                                          • Credits: 2
                                                                                                          • Format: Scheduled Webinar
                                                                                                          • Field of Study: Federal Tax Update
                                                                                                          • Author/Speaker: Charles Montecino
                                                                                                          *Content Preview
                                                                                                          Available Formats: 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                          Advanced Preparation:None
                                                                                                          Experience Level:Overview
                                                                                                          Program Prerequisites:General Understanding  of Taxation
                                                                                                          Course ID:EWTFM-U-02144-23-O | 6233-CE-0858 | CM-200.23-LW
                                                                                                          Published Date: May 2020
                                                                                                          COURSE DESCRIPTION

                                                                                                          The Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they go off the grid. They take jobs that pay in cash, work as subcontractors, and dont have a
                                                                                                          bank account. By not working on the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck. By not
                                                                                                          having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle
                                                                                                          their tax debts, reestablish their credit, and get the trauma out of their life.

                                                                                                          Topics include:
                                                                                                          • Effective Tax Administration
                                                                                                          • Doubt as to Liability
                                                                                                          • Doubt as to Collectability

                                                                                                          Learning Objectives:

                                                                                                          After reading the course material, you will be able to:

                                                                                                          • Identify the three types of offers
                                                                                                          • Determine which offer best serves your client
                                                                                                          • Familiarize yourself with the different forms used in filing

                                                                                                          Who Should Attend:
                                                                                                          • All Certified Public Accountants (CPAs)
                                                                                                          • Enrolled Agents (EAs)
                                                                                                          • Other Tax Return Preparer (OTRP)

                                                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                          NASBA
                                                                                                          IRS
                                                                                                          CTEC
                                                                                                          $24.00 each Add to cart

                                                                                                          03/01 AM 10-11 | Effective Mentoring through Career Development

                                                                                                          • Credits: 1
                                                                                                          • Format: Scheduled Webinar
                                                                                                          • Field of Study: Personnel | Human Resources
                                                                                                          • Author: Michael Morgan Jr.

                                                                                                          *Content Preview
                                                                                                          Available Formats:
                                                                                                          Advanced Preparation:None
                                                                                                          Experience Level:Basic
                                                                                                          Program Prerequisites:None
                                                                                                          Course ID:MMJR-103.23-LW
                                                                                                          Published Date:January 2023
                                                                                                          COURSE DESCRIPTION

                                                                                                          This course will help financial professionals to support the career development of themselves and others. People who complete this course will be better able to attract and retain talent in their organization by better understanding
                                                                                                          how to identify and support the career development of others, especially interns and new hires.

                                                                                                          Topics include:

                                                                                                          This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially those
                                                                                                          overseeing the work of new hires and interns. Specific practice considerations are outlined to offer career development to others.

                                                                                                          • The Foundations of Career Development
                                                                                                          • The Benefits of Career Development
                                                                                                          • The Practice of Career Development

                                                                                                          Learning Objectives:

                                                                                                          After reading the course material, you will be able to:

                                                                                                          • Define key terms and theories associated with vocational psychology
                                                                                                          • Describe the history of the professional career development services
                                                                                                          • Describe the benefits of career development for individuals and organizations
                                                                                                          • Use specific guidelines for facilitating career development of others

                                                                                                          Who Should Attend:

                                                                                                          This course is designed for financial and accounting professionals wishing to increase their understanding of vocational psychology for their personal benefit, the benefit of others, and for the benefit of their organization. This
                                                                                                          presentation is most especially tailored to anyone who wants to increase their ability attract and retain high quality employees, or increase their ability to support interns or mentees.

                                                                                                          • All Certified Public Accountants (CPAs)
                                                                                                          • Enrolled Agents (EAs)
                                                                                                          • Other Tax Return Preparer (OTRP)

                                                                                                          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                          NASBA


                                                                                                          $49.00 each Add to cart

                                                                                                          03/01 PM 1-3 | Schedule K-1: What is it & What do I do with it?

                                                                                                          • Credits: 2
                                                                                                          • Format: Scheduled Webinar
                                                                                                          • Field of Study: Federal Tax Law
                                                                                                          • Author: MaryJane Hourani

                                                                                                          *Content Preview
                                                                                                          Available Formats: 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                          Advanced Preparation:None
                                                                                                          Experience Level:Overview
                                                                                                          Program Prerequisites:General Understanding of Taxation
                                                                                                          Course ID:EWTFM-T-02068-23-O | 6233-CE-0782 | MJH-428.23-LW
                                                                                                          Published Date:March 2022
                                                                                                          COURSE DESCRIPTION

                                                                                                          This seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report
                                                                                                          them on the Individual Income Tax Form 1040. QBI, Qualified Business Income Deduction, will be covered along with the reporting criteria. Discussion of relevant basis and loss limitations will also be addressed in this seminar
                                                                                                          as well.

                                                                                                            Learning Objectives:

                                                                                                            After reading the course material, you will be able to:

                                                                                                            • Define what a Schedule K-1 is.
                                                                                                            • Distinguish the differences between Schedule K-1 received from different entities.
                                                                                                            • Outline the application of Basis Limitation, Loss Limitations, and Material Participation.
                                                                                                            • Compare and Examine several case studies.
                                                                                                            • Review the integration with the QBI (Qualified Business Income Deduction).
                                                                                                            • Highlight proposed 2021 changes to Schedule K-2 and Schedule K-3.

                                                                                                            Who Should Attend:
                                                                                                            • All Certified Public Accountants (CPAs)
                                                                                                            • Enrolled Agents (EAs)
                                                                                                            • Other Tax Return Preparer (OTRP)

                                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                            NASBA
                                                                                                            IRS
                                                                                                            CTEC
                                                                                                            $49.00 each Add to cart

                                                                                                            03/01 PM 4-6 | Navigating the New Schedules K-2 and K-3

                                                                                                            • Credits: 2
                                                                                                            • Format: Scheduled Webinar
                                                                                                            • Field of Study: Federal Tax Law
                                                                                                            • Author/Speaker: Mary Jane Hourani

                                                                                                            *Content Preview
                                                                                                            Available Formats: 
                                                                                                             
                                                                                                             
                                                                                                             
                                                                                                             
                                                                                                            Advanced Preparation:None
                                                                                                            Experience Level:Basic
                                                                                                            Program Prerequisites:General Understanding of Taxes
                                                                                                            Course ID:EWTFM-T-02069-23-O | 6233-CE-0783 | MJH-430.23-LW
                                                                                                            Published Date:Mar 2022
                                                                                                            COURSE DESCRIPTION

                                                                                                            This course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course
                                                                                                            hopes to clarify the filing requirements with updated guidance. Additionally, this course will discuss all eleven (11) parts of the form.

                                                                                                            Learning Objectives:

                                                                                                            After reading the course material, you will be able to:

                                                                                                            • Outline Schedule K-2 for Partnerships and S Corporations
                                                                                                            • Describe the filing requirements and penalty relief
                                                                                                            • Explain the recent guidance provided by the IRS
                                                                                                            • Highlight changes to Schedule K-2 and Schedule K-3

                                                                                                            Who Should Attend:
                                                                                                            • All Certified Public Accountants (CPAs)
                                                                                                            • Enrolled Agents (EAs)
                                                                                                            • Other Tax Return Preparer (OTRP)

                                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                            NASBA
                                                                                                            IRS
                                                                                                            CTEC
                                                                                                            $49.00 each Add to cart

                                                                                                            03/01 PM 7-9 | Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031

                                                                                                            • Credits: 2
                                                                                                            • Format: Scheduled Webinar
                                                                                                            • Field of Study: Federal Tax Update
                                                                                                            • Author/Speaker: Allison McLeod

                                                                                                            *Content Preview
                                                                                                            Available Formats: 
                                                                                                             
                                                                                                             
                                                                                                             
                                                                                                            Advanced Preparation:None
                                                                                                            Experience Level:Basic 
                                                                                                            Program Prerequisites:General Understanding of Taxes
                                                                                                            Course ID:EWTFM-U-02070-23-O | 6233-CE-0784 | AM-122.23-LW
                                                                                                            Published Date:April 2022
                                                                                                            COURSE DESCRIPTION

                                                                                                            Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal shelters available to those buying and selling real property.  We will be covering the basic structure of an LKE, and ways
                                                                                                            a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself
                                                                                                            in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants, or other tax professionals.

                                                                                                            Learning Objectives:

                                                                                                            After reading the course material, you will be able to:

                                                                                                            • Determine whether an LKE can be used to defer taxes upon the sale of real property.
                                                                                                            • Know when it is appropriate to use a QI in effecting an LKE.
                                                                                                            • Define a DST and how it can be used in obtaining replacement property on a timely basis.
                                                                                                            • Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

                                                                                                            Who Should Attend:
                                                                                                            • All Certified Public Accountants (CPAs)
                                                                                                            • Enrolled Agents (EAs)
                                                                                                            • Tax Return Preparers (TRPs)

                                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                            NASBA
                                                                                                            IRS
                                                                                                            CTEC
                                                                                                            $49.00 each Add to cart

                                                                                                            03/02 AM 10-12 | I'm Over Overtime

                                                                                                            • Credits: 2
                                                                                                            • Format: Scheduled Webinar
                                                                                                            • Field of Study: Personnel | HR
                                                                                                            •  
                                                                                                            • Author/Speaker: Frank Castillo
                                                                                                            Available Formats:
                                                                                                            Advanced Preparation:None
                                                                                                            Experience Level:Overview
                                                                                                            Program Prerequisites:General Understanding of HR
                                                                                                            Course ID:FC-104.23-LW
                                                                                                            Published Date: June 2021
                                                                                                            COURSE DESCRIPTION

                                                                                                            There is no single topic that affects accounting professionals with such ferocity as sustained overtime.  Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless
                                                                                                            advances in technology.  During this course, well unpack this topic, discuss the negative impact of sustained overtime and propose strategies to tame this monster.

                                                                                                              Learning Objectives:

                                                                                                              After reading the course material, you will be able to:

                                                                                                              • Recall key trends and statistics associated with overtime in the accounting profession.
                                                                                                              • Identify key attributes concerning social anxiety and work addiction.
                                                                                                              • Recall proven strategies to reduce number of hours spent working overtime.

                                                                                                              Who Should Attend:
                                                                                                              • All Certified Public Accountants (CPAs)

                                                                                                              Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                              NASBA



                                                                                                              $99.00 each Add to cart

                                                                                                              03/02 PM 1-5 | Planning and Compliance for Complex Transactions for Business Owners

                                                                                                              • Credits: 4
                                                                                                              • Format: Scheduled Webinar
                                                                                                              • Field of Study: Business Management
                                                                                                              •  
                                                                                                              • Author/Speaker: Art Werner
                                                                                                              *Content Preview
                                                                                                              Available Formats: 
                                                                                                               
                                                                                                               
                                                                                                               
                                                                                                              Advanced Preparation:None
                                                                                                              Experience Level:Overview
                                                                                                              Program Prerequisites:General Understanding of Business Ownership
                                                                                                              Course ID:WR-353.23-LW
                                                                                                              Published Date: October 2020
                                                                                                              ***Special Note: This course does not qualify for IRS Reporting!***
                                                                                                              COURSE DESCRIPTION

                                                                                                              Every year brings new challenges. Changes in the Code sometimes hidden in legislation with deceptive names Court decisions affirming the value or assuring the risk in the advice we gave three years ago Complex transactions requiring
                                                                                                              application of old law to new circumstances All the sort of things we cover in this advanced-level program.

                                                                                                              Highlights include:
                                                                                                              • Federal income tax consequences of:
                                                                                                              • Insolvency Code Section 108 and Bankruptcy Code
                                                                                                              • Late elections Regulation 301.9100-2 and 3
                                                                                                              • Change in Accounting methods Code Section 446 and 481
                                                                                                              • Net Operating Loss calculation, carryovers, and limitation Code Sections 172, and 382

                                                                                                                Who Should Attend:
                                                                                                                • All Certified Public Accountants (CPAs)

                                                                                                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                NASBA


                                                                                                                $24.00 each Add to cart

                                                                                                                03/02 PM 6-7 | Working Better Together

                                                                                                                • Credits: 1
                                                                                                                • Format: Scheduled Webinar
                                                                                                                • Field of Study: Personnel / Human Resources
                                                                                                                • Author: Frank Castillo
                                                                                                                *Content Preview
                                                                                                                Available Formats:
                                                                                                                Advanced Preparation:None
                                                                                                                Experience Level:Overview
                                                                                                                Program Prerequisites:General Understanding Human Resources
                                                                                                                Course ID:FC-101.23-LW
                                                                                                                Published Date:© May 2021
                                                                                                                COURSE DESCRIPTION

                                                                                                                A long, long time ago we would simply call, email, or poke our head into someone’s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we’ll cover ways to connect, what
                                                                                                                works well, what doesn’t, and more importantly how to maximize our communication efforts.

                                                                                                                  Learning Objectives:

                                                                                                                  After reading the course material, you will be able to:

                                                                                                                  • Recall synchronistic and asynchronistic ways of connecting remotely.
                                                                                                                  • Identify best practices for communicating with colleagues virtually.
                                                                                                                  • Recall the benefits of collaborative workspaces.

                                                                                                                  Who Should Attend:
                                                                                                                  • All Certified Public Accountants (CPAs)

                                                                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                                                  NASBA


                                                                                                                  $49.00 each Add to cart

                                                                                                                  03/02 PM 8-10 | The Essentials of Fringe Benefits Planning

                                                                                                                  • Credits: 2
                                                                                                                  • Format: Scheduled Webinar
                                                                                                                  • Field of Study: Federal Tax Law
                                                                                                                  • Author/Speaker: Art Werner

                                                                                                                  *Content Preview
                                                                                                                  Available Formats: 
                                                                                                                   
                                                                                                                   
                                                                                                                   
                                                                                                                   
                                                                                                                  Advanced Preparation:None
                                                                                                                  Experience Level:Overview
                                                                                                                  Program Prerequisites:General Understanding Taxation
                                                                                                                  Course ID:EWTFM-T-02071-23-O | 6233-CE-0785 | WR-366.23-LW
                                                                                                                  Published Date: September 2021
                                                                                                                  COURSE DESCRIPTION

                                                                                                                  Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques
                                                                                                                  to meet a clients fringe benefit planning objectives. 

                                                                                                                  This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including
                                                                                                                  ERISA reporting and disclosure requirements.

                                                                                                                  Who Should Attend:
                                                                                                                  • All Certified Public Accountants (CPAs)
                                                                                                                  • Enrolled Agents (EAs)
                                                                                                                  • Other Tax Return Preparer (OTRP)

                                                                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                  NASBA
                                                                                                                  IRS
                                                                                                                  CTEC
                                                                                                                  $199.00 each Add to cart

                                                                                                                  03/03 AM 9-5 | Federal Tax Update: Business

                                                                                                                  • Credits: 8
                                                                                                                  • Format: Scheduled Webinar
                                                                                                                  • Field of Study: Taxes | Federal Tax Update
                                                                                                                  • Author: Art Werner

                                                                                                                  Art Werner
                                                                                                                  Art Werner
                                                                                                                  Available Formats:
                                                                                                                  Advanced Preparation:None
                                                                                                                  Experience Level:Overview
                                                                                                                  Program Prerequisites:General Understanding of Taxation
                                                                                                                  Course ID:EWTFM-U-01943-22-O | 6233-CE-0706 | WR-375.23
                                                                                                                  Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                                                                  The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                                                                  Speaker(s): Art Werner

                                                                                                                  Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                                                                  DAY TWO (Business)

                                                                                                                  Business Federal Tax Update Course Description

                                                                                                                  • Prerequisites: Experience preparing tax returns.
                                                                                                                  • NASBA Category: Taxes
                                                                                                                  • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                                                                  • Instructor: Art Werner
                                                                                                                  • Advanced Preparation: None
                                                                                                                  • CPE Credits: 8
                                                                                                                  • Level: Update
                                                                                                                  Course Description:

                                                                                                                  This year has already seen some changes in tax law with Secure Act 2.0 and we will most likely see some more whether we want it or not. This course will provide a comprehensive review of business income
                                                                                                                  tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their
                                                                                                                  clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t
                                                                                                                  want to miss.

                                                                                                                  Learning Objectives:

                                                                                                                  To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues)
                                                                                                                  and various business income tax returns for the tax season.

                                                                                                                  Highlights:

                                                                                                                  • Review of essential IRC Sections
                                                                                                                  • Review of new legislation
                                                                                                                  • Schedule C and Schedule F issues
                                                                                                                  • Schedule E Issues
                                                                                                                  • Partnership issues
                                                                                                                  • Corporation issues
                                                                                                                  • LLC issues
                                                                                                                  • Qualified retirement plan issues
                                                                                                                  • IRC 280
                                                                                                                  • 199A Pass-Through broken down
                                                                                                                  • Secure Act 2.0
                                                                                                                  • Current Tax Topics


                                                                                                                  Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                                                                  NASBA
                                                                                                                  IRS
                                                                                                                  CTEC
                                                                                                                  $49.00 each Add to cart

                                                                                                                  03/03 PM 7-9 | Fundamentals of Income Taxation

                                                                                                                  • Credits: 2
                                                                                                                  • Format: Scheduled Webinar
                                                                                                                  • Field of Study: Federal Tax Law
                                                                                                                  • Author: Allison McLeod
                                                                                                                  *Content Preview
                                                                                                                  Available Formats:
                                                                                                                  Advanced Preparation:None
                                                                                                                  Experience Level:Overview
                                                                                                                  Program Prerequisites:General Understanding of Taxation
                                                                                                                  Course ID:EWTFM-T-02105-23-O | 6233-CE-0819 | AM-108.23-LW
                                                                                                                  Published Date:Aired Date: 4/2022 | Registered for 2023
                                                                                                                  COURSE DESCRIPTION

                                                                                                                  Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal
                                                                                                                  for CPAs, CFPs, EAs, and other tax preparers.

                                                                                                                    Learning Objectives:

                                                                                                                    After reading the course material, you will be able to:

                                                                                                                    • Identify how the federal income tax differs from other types of federal taxes.
                                                                                                                    • Determine the steps in computing a taxpayer's federal income tax liability.
                                                                                                                    • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," “qualifying child,” “tax credits,” “filing status,” and “kiddie tax.”
                                                                                                                    • Recognize how an individual's standard deduction is determined.
                                                                                                                    • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
                                                                                                                    • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
                                                                                                                    • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

                                                                                                                    Who Should Attend:
                                                                                                                    • All Certified Public Accountants (CPAs)
                                                                                                                    • Enrolled Agents (EAs)
                                                                                                                    • Other Tax Return Preparer (OTRP)

                                                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                    NASBA
                                                                                                                    IRS
                                                                                                                    CTEC

                                                                                                                    $24.00 each Add to cart

                                                                                                                    03/03 PM 9-10 | Currently Not Collectible

                                                                                                                    • Credits: 1
                                                                                                                    • Format: Scheduled Webinar
                                                                                                                    • Field of Study: Federal Tax Update
                                                                                                                    • Author/Speaker: Charles Montecino
                                                                                                                    *Content Preview
                                                                                                                    Available Formats: 
                                                                                                                     
                                                                                                                     
                                                                                                                     
                                                                                                                    Advanced Preparation:None
                                                                                                                    Experience Level:Overview
                                                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                                                    Course ID:EWTFM-U-02116-23-O | 6233-CE-0829 | CM-201.23-LW
                                                                                                                    Published Date: May 2020
                                                                                                                    COURSE DESCRIPTION

                                                                                                                    There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses,
                                                                                                                    they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

                                                                                                                    Topics include:
                                                                                                                    • Who is Eligible
                                                                                                                    • What is the Process
                                                                                                                    • Documents to Submit
                                                                                                                    • Completed Sample Forms
                                                                                                                    • What Happens Next

                                                                                                                    Learning Objectives:

                                                                                                                    After reading the course material, you will be able to:

                                                                                                                    • Determine Eligibility.
                                                                                                                    • Identify forms required for submission.
                                                                                                                    • Familiarize yourself with the different forms used in filing.
                                                                                                                    • Provide sound advice to your clients and set expectations.

                                                                                                                    Who Should Attend:
                                                                                                                    • All Certified Public Accountants (CPAs)
                                                                                                                    • Enrolled Agents (EAs)
                                                                                                                    • Other Tax Return Preparer (OTRP)

                                                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                    NASBA
                                                                                                                    IRS
                                                                                                                    CTEC

                                                                                                                    $199.00 each Add to cart

                                                                                                                    03/06 AM 9-5 | Federal Tax Update: Individual

                                                                                                                    • Credits: 8
                                                                                                                    • Format: Scheduled Webinar
                                                                                                                    • Field of Study: Taxes | Federal Tax Update
                                                                                                                    • Author: Art Werner

                                                                                                                    Art Werner
                                                                                                                    Art Werner
                                                                                                                    Available Formats:
                                                                                                                    Advanced Preparation:None
                                                                                                                    Experience Level:Overview
                                                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                                                    Course ID:EWTFM-U-01942-22-O | 6233-CE-0705 | WR-374.23
                                                                                                                    Published Date:Aired Date: 12/2022 | Registered for 2023
                                                                                                                    The scheduled Webinar is 9:00 am to 5:00 pm EST
                                                                                                                    Speaker(s): Art Werner

                                                                                                                    Join Art Werner in a Scheduled Webinar as he presents you with this year's Individual Federal Tax Update.

                                                                                                                    DAY ONE - Individual (credits: 8)

                                                                                                                    Individual Federal Tax Update Course Description
                                                                                                                    • Prerequisites: Experience in preparing individual tax returns.
                                                                                                                    • NASBA Category: Taxes
                                                                                                                    • Delivery Method: Live Seminar / Group Internet-Based (GIB)
                                                                                                                    • Instructor: Art Werner
                                                                                                                    • Advanced Preparation: None
                                                                                                                    • CPE Credits: 8
                                                                                                                    • Level: Update

                                                                                                                    Course Description:
                                                                                                                    This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106,
                                                                                                                    1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. This year has already given us Secure Act 2.0, are they done we doubt it. How can
                                                                                                                    you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this class will give
                                                                                                                    you much, much, more…

                                                                                                                    Learning Objectives:
                                                                                                                    To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season and be able to offer tax planning strategies
                                                                                                                    to their clients.

                                                                                                                    Highlights:

                                                                                                                    • Review of essential IRC Sections
                                                                                                                    • Review of new legislation
                                                                                                                    • New credits, deductions, and tax relief
                                                                                                                    • Alternative Minimum Tax issues
                                                                                                                    • Individual retirement plan issues
                                                                                                                    • Review of COVID Bills, Secure Act, and their impact
                                                                                                                    • Required minimum distributions
                                                                                                                    • Income and exclusions from cancellation of debt
                                                                                                                    • Reporting foreclosures or repossessions of residences and other real estates
                                                                                                                    • Secure Act 2.0


                                                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

                                                                                                                    NASBA
                                                                                                                    IRS
                                                                                                                    CTEC
                                                                                                                    $74.00 each Add to cart

                                                                                                                    03/06 PM 7-10 | Max Test Drive-How to Tune Up your Thinking

                                                                                                                    • Credits: 3
                                                                                                                    • Format: Scheduled Webinar
                                                                                                                    • Field of Study: Personnel | Human Resources
                                                                                                                    • Author/Speaker: Michael Morgan Jr.

                                                                                                                    *Content Preview
                                                                                                                    Available Formats:
                                                                                                                    Advanced Preparation:None
                                                                                                                    Experience Level:Basic
                                                                                                                    Program Prerequisites:General Understanding of Working Under Pressure
                                                                                                                    Course ID:MMJR-100.23-LW
                                                                                                                    Published Date:© August 2022
                                                                                                                    ***Special Note: This course does not qualify for IRS Reporting!***


                                                                                                                    COURSE DESCRIPTION

                                                                                                                    Are you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition?
                                                                                                                    Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to? This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance.
                                                                                                                    The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence one’s, mental faculties. By the end of this lecture, you will know practical
                                                                                                                    steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life.
                                                                                                                    Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance.

                                                                                                                    Course Outline:
                                                                                                                    1. Introduction
                                                                                                                    2. The Biology of Performance
                                                                                                                    3. The Environment for Performance
                                                                                                                    4. The Psychology of Performance
                                                                                                                    5. Conclusion

                                                                                                                    Learning Objectives:

                                                                                                                    After reading the course material, you will be able to:

                                                                                                                    • Describe psychological theories related to cognitive performance such as the Zone of Maximal Performance
                                                                                                                    • Identify 2-3 biological factors they can address to improve mental functioning
                                                                                                                    • Analyze whether an environment is conducive to optimal performance
                                                                                                                    • Develop a psychological toolkit that supports learning
                                                                                                                    • Create interpolated self-quizzes to maximize gist retention and recall

                                                                                                                    Who Should Attend:
                                                                                                                    • This course was created for individuals who engage in mentally demanding work or preparation for some form of high-pressure mental performance situation (e.g., licensure examinations).
                                                                                                                    • Individuals who complete this course will acquire knowledge, skills, and awareness of actionable steps at their disposal to improve their mental performance.
                                                                                                                    • Anyone/Everyone can benefit from this knowledge.

                                                                                                                    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                    NASBA



                                                                                                                    $99.00 each Add to cart

                                                                                                                    03/07 AM 10-2 | Advising the Individual Taxpayer with Complex Tax Affairs

                                                                                                                    • Credits: 4
                                                                                                                    • Format: Scheduled Webinar
                                                                                                                    • Field of Study: Federal Tax Law
                                                                                                                    •  
                                                                                                                    • Author/Speaker: Art Werner
                                                                                                                    *Content Preview
                                                                                                                    Available Formats:
                                                                                                                    Advanced Preparation:None
                                                                                                                    Experience Level:Overview
                                                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                                                    Course ID:EWTFM-T-02131-23-O | 6233-CE-0844 | WR-354.23-LW
                                                                                                                    Published Date: September 2020
                                                                                                                    COURSE DESCRIPTION

                                                                                                                    This program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for
                                                                                                                    families.

                                                                                                                    Highlights include:
                                                                                                                    • Be prepared to discuss popular tax shelters, explaining why one works and another does not. In addition to COVID 19 compliance, and understanding phase-in, phase-out limitations on high-income individuals, some planning ideas.
                                                                                                                      What are some safe tax shelters often overlooked?
                                                                                                                    • Taking advantage of various opportunities for income tax deferral
                                                                                                                    • Income splitting
                                                                                                                    • Section 1202 Stock
                                                                                                                    • Cash gifts to Uniform Gift to Minors accounts
                                                                                                                    • Qualifying children for IRA accounts
                                                                                                                    • Building cash values in Life Insurance policies
                                                                                                                    • GRITS, GRATS, and CRUTS and why they are not popular right now

                                                                                                                      Who Should Attend:
                                                                                                                      • All Certified Public Accountants (CPAs)
                                                                                                                      • Enrolled Agents (EAs)
                                                                                                                      • Other Tax Return Preparer (OTRP)

                                                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                      NASBA
                                                                                                                      IRS
                                                                                                                      CTEC

                                                                                                                      $49.00 each Add to cart

                                                                                                                      03/07 PM 2-4 | The "New" Form 7203 & How to calculate Shareholder Basis

                                                                                                                      • Credits: 2
                                                                                                                      • Format: Scheduled Webinar
                                                                                                                      • Field of Study: Federal Tax Law
                                                                                                                      • Author: MaryJane Hourani

                                                                                                                      * Preview not available until after first air date.
                                                                                                                      *Content Preview
                                                                                                                      Available Formats:
                                                                                                                      Advanced Preparation:None
                                                                                                                      Experience Level:Overview
                                                                                                                      Program Prerequisites:Basic Understanding of Taxation
                                                                                                                      Course ID:EWTFM-T-02145-23-O | 6233-CE-0838 | MJH-429.23-LW
                                                                                                                      Published Date:© Jan 2022


                                                                                                                      COURSE DESCRIPTION

                                                                                                                      Beginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's
                                                                                                                      outside basis as well as debt basis so as to compute any loss limitations under I.R.C. §461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will
                                                                                                                      be strategies of how to reconstruct shareholder basis when it has not been done in the past.

                                                                                                                      Topics include:
                                                                                                                      • At-Risk Limitations
                                                                                                                      • Passive Activity Limitations
                                                                                                                      • Stock and Debt Basis Limitations
                                                                                                                      • Completing Form 7203
                                                                                                                      • Reconstructing Basis
                                                                                                                      • Court Cases

                                                                                                                      Learning Objectives:

                                                                                                                      After reading the course material, you will be able to:

                                                                                                                      • Delineate Form 7203
                                                                                                                      • Determine how to complete Form 7203
                                                                                                                      • Outline strategies to reconstruct Shareholder Basis
                                                                                                                      • Explain loss limitations of §461
                                                                                                                      • Compare at-risk rules and limitations

                                                                                                                      Who Should Attend:
                                                                                                                      • All Certified Public Accountants (CPAs)
                                                                                                                      • Enrolled Agents (EAs)
                                                                                                                      • Other Tax Return Preparer (OTRP)

                                                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                                                      NASBA
                                                                                                                      IRS
                                                                                                                      CTEC

                                                                                                                      $24.00 each Add to cart

                                                                                                                      03/07 PM 5-6 | It's all about Trust

                                                                                                                      • Credits: 1
                                                                                                                      • Format: Scheduled Webinar
                                                                                                                      • Field of Study: Personnel / Human Resources
                                                                                                                      • Author/Speaker: Frank Castillo
                                                                                                                      Available Formats:
                                                                                                                      Advanced Preparation:None
                                                                                                                      Experience Level:Overview
                                                                                                                      Program Prerequisites:NA
                                                                                                                      Course ID:FC-103.23-LW
                                                                                                                      Published Date: August 2021
                                                                                                                      COURSE DESCRIPTION

                                                                                                                      Trust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes
                                                                                                                      life into the expression CPA, most trusted adviser.

                                                                                                                        Learning Objectives:

                                                                                                                        After reading the course material, you will be able to:

                                                                                                                        • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
                                                                                                                        • Identify various value-added services which strengthen the bonds of trust with clients.
                                                                                                                        • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

                                                                                                                        Who Should Attend:
                                                                                                                        • All Certified Public Accountants (CPAs)

                                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
                                                                                                                        NASBA



                                                                                                                        $49.00 each Add to cart

                                                                                                                        03/07 PM 7-9 | The ABCs of Advisory Services

                                                                                                                        • Credits: 2
                                                                                                                        • Format: Scheduled Webinar
                                                                                                                        • Field of Study: Federal Tax Law
                                                                                                                        • Author/Speaker: Art Werner

                                                                                                                        *Content Preview
                                                                                                                        Available Formats:
                                                                                                                        Advanced Preparation:None
                                                                                                                        Experience Level:Intermediate
                                                                                                                        Program Prerequisites:General Understanding
                                                                                                                        Course ID:EWTFM-T-02146-23-O | 6233-CE-0859 | WR-373.23-LW
                                                                                                                        Published Date:November 2021


                                                                                                                        COURSE DESCRIPTION

                                                                                                                        Over the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice.  Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing
                                                                                                                        Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding
                                                                                                                        of a variety of necessary issues and techniques.

                                                                                                                        Topics include:
                                                                                                                        • Understanding the concept of ?Integrated Planning? (financial, estate, asset protection, and tax planning)
                                                                                                                        • Changes in the landscape of a tax practitioner?s practice
                                                                                                                        • The bridging of services
                                                                                                                        • Getting started ? Where do your clients fail?
                                                                                                                        • Understanding the primary planning issues for all clients
                                                                                                                        • Estate and Gift issues
                                                                                                                        • Traps, pitfalls, and tips in planning
                                                                                                                        • Practical steps in establishing a tax advisory and wealth management services practice
                                                                                                                        • Domicile issues

                                                                                                                        Learning Objectives:

                                                                                                                        After reading the course material, you will be able to:

                                                                                                                        • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice

                                                                                                                        Who Should Attend:
                                                                                                                        • All Certified Public Accountants (CPAs)
                                                                                                                        • Enrolled Agents (EAs)
                                                                                                                        • Other Tax Return Preparer (OTRP)

                                                                                                                        Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:
                                                                                                                        NASBA
                                                                                                                        IRS
                                                                                                                        CTEC

                                                                                                                        $24.00 each Add to cart

                                                                                                                        03/07 PM 9-10 | An Introduction to Self-Directed Solo 401(k)s

                                                                                                                        • Credits: 1
                                                                                                                        • Format: Scheduled Webinar
                                                                                                                        • Field of Study: Federal Tax Law
                                                                                                                        • Author/Speaker: Whitney Nash
                                                                                                                        *Content Preview
                                                                                                                        Available Formats:
                                                                                                                        Advanced Preparation:None
                                                                                                                        Experience Level:Overview
                                                                                                                        Program Prerequisites:General Understanding of Self Directed 401(k)s
                                                                                                                        Course ID:EWTFM-T-02133-23-O | 6233-CE-0846 | WN-201.23-LW
                                                                                                                        Published Date: March 2021
                                                                                                                        COURSE DESCRIPTION

                                                                                                                        This course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize
                                                                                                                        when a client might benefit from adopting a plan, gain solid background knowledge to answer clients most common questions, and learn about important information regarding applicable tax implications and filing requirements.

                                                                                                                        As your clients most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe
                                                                                                                        one of the best, cost-effective, and tax-efficient optimization strategies available for them.

                                                                                                                          Learning Objectives:

                                                                                                                          After reading the course material, you will be able to:

                                                                                                                          • Gain an understanding of the Self-Directed Solo 401(k)s eligibility requirements, contribution limits, investment options, features, and provisions.
                                                                                                                          • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.
                                                                                                                          • Learn the pitfalls that could result in adverse tax consequences and penalties.
                                                                                                                          • Obtain important tax filing information and learn about the reporting requirements for the plan.

                                                                                                                          Website for Hyperlinking:

                                                                                                                          www.nashionalsd.com