Course Library

Description:

This series will help you navigate the legal ups and downs of owning a business. Whether you’re just starting out or already established, our series will have something for you! Join us as we discuss ...

Description:

The program covers a broad range of topics, from repurchase obligations to communication programs, and from best practices in corporate governance to the ESOP administrative calendar. Some sessions ar ...

Description:

The research is clear that ESOP companies outperform their peers, but to capture the power of employee ownership, your company needs a plan for communicating what employee ownership means and maintain ...

Description:

ESOP companies have both challenges and opportunities that are unique to them. How do you balance the need for growth with the need to provide for repurchase? Does your compensation system reward shor ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...

Description:

Qualified Business Income deduction, included in the passing of the Tax Cuts and Jobs Act, allows for a deduction of up to 20% of QBI from partnerships, limited liability companies (LLCs), S corporati ...

Description:

With business returns as its focus, this comprehensive tax course covers topics guaranteed to prepare financial professionals for tax season. You’ll receive the most complete and up-to-date reference ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Description:

Combining real-life experiences of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax changes ...

Description:

With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing CPA/EA with es ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Description:

Combining real-life experiences of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax changes ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials, this authoritative self-study course will provide you with the most recent and up-to-date tax chan ...

Description:

The field of Financial Planning is complex and includes many areas (tax and non-tax) that go beyond the traditional knowledge base of a CPA. This course provides the practitioner with an understanding ...

Description:

Taxpayers should adopt new accounting methods to implement valuable tax strategies and maintain compliance and remove IRS audit exposure. Accounting methods can be used as a tax-planning tool. Upon co ...

Description:

This 400 minute live lecture presentation examines audit, legal and policy changes to the Indiana Department of Revenue and changes to Indiana property, income, sales, and use taxes. It also looks at ...

Description:

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

Description:

This class will discuss the collection methods the IRS is using in the new enforcement environment. When clients are faced with IRS enforcement representatives need a wide array of skills to protect t ...

Description:

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enf ...

Description:

Over the past several years, the IRS has seen its budget cut significantly. There has been a corresponding reduction in the quality of service that it provides, including a dramatic cutback in its enf ...

Description:

In 2018, when the standard deduction doubled, and state and local tax deductions were capped at $10,000, traditional tax planning to maximize itemized deductions was shattered. However, planning to mi ...

Description:

This is the only QBI deduction manual that contains over 50 real-life implementation and planning examples. We will raise you up, with a full money-back guarantee! The QBI deduction makes it impossibl ...

Description:

The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real prope ...

Description:

Tax planning and strategizing is especially critical for high income individuals who have the most to gain or lose. Based on her extensive experience with high income taxpayers, Karen Brosi presents t ...

Description:

Tax planning and strategizing is especially critical for high income individuals who have the most to gain or lose. Based on her extensive experience with high income taxpayers, Karen Brosi presents t ...

Description:

This seven-hour live lecture presentation examines recent income tax legislation,  tax cases and important Utah Tax Commission determinations. It also examines updates to the Utah corporate tax, prope ...

Description:

If tax-efficient investing and income tax planning separate you from competitors, please tune in to this 2019 year-end tax planning class. The tools and tips in this presentation will allow you to man ...

Description:

The individual tax session takes an in-depth look at the individual tax return plus real estate and passive losses, IRAs and pensions, and gift and estate issues. During the business tax session, you' ...

Description:

Individual Tax Learning Objectives   Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax ...

Description:

Individual Tax Learning Objectives   Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax ...

Description:

Individual Tax Learning Objectives Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax re ...

Description:

Individual Tax Learning Objectives   Upon successful completion of this course, participants will be able to: Discuss individual tax reform developments .  Enumerate planning ideas for individual tax ...

Description:

Get the full benefit of classroom-style, interactive learning from your office or home when you attend the 2019-2020 Federal & California Tax Update: Self-Study Video course. Our nationally-recognized ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent ...

Description:

With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing CPA/EA with es ...

Description:

With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing CPA/EA with es ...

Description:

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

Description:

With business returns as its focus, this comprehensive tax course covers topics guaranteed to prepare financial professionals for tax season. This powerful presentation, provided by two renowned tax e ...

Description:

Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials in a high-tech digital format, this powerful presentation will enable participants to quickly grasp ...

Description:

This is the only QBI deduction manual that contains over 50 real-life implementation and planning examples. We will raise you up, with a full money-back guarantee!   The QBI deduction makes it impossi ...

Description:

2019-2020 Qualified Business Income: Self-Study Video, contains over 50 real-life implementation and planning examples. We will raise you up, with a full money-back guarantee! The QBI deduction makes ...

Description:

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly understand and i ...

Description:

Members of Capes Sokol’s Tax Controversy and Litigation practice group developed the courses. Our team consists of attorneys and other professionals with vast experience handling tax controversy and l ...

Description:

For state and federally registered investment advisers (RIAs), the 2020 compliance landscape comes down to: Reg BI Cybersecurity Fee calculations Cash Management Outside Brokerage Accounts Personal Tr ...

Description:

This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on ...

Description:

2020 Tax Legislation Updates: Including the Stimulus Payment Issues & COVID Legislation Covid-19 and the Stimulus Payments have dominated much of the tax season that was extended to July 15, 2020. Dis ...

Description:

With business returns as its focus, this comprehensive tax course covers topics guaranteed to prepare financial professionals for tax season. The digital PDF reference manual is hyperlinked to the Int ...