All Courses
Fast Track Retirement Planning 2023 - 17.5 CPE
Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for partici-pants who wish to attain …
Property Dispositions 2025 - 2 CPE
Texas Compliance Pending. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences of home sales, foreclosure, repossession, and other real …
Fast Track Retirement Planning 2024 - 17.5 CPE
This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
Selected Legal Issues with Tax Analysis 2023 - 2 CPE
How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal …
Bankruptcy Tax Issues 2025 - 2 CPE
Texas Compliance Pending. This mini-course both examines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy.
Corporate Taxation 2024 - 2 CPE
This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantages of corporations are examined; incorporation and capitalization …
Family Tax Planning 2025 - 24 CPE
Texas Compliance Pending. This course is designed to cover “hot” topics that have a direct impact on the practitioner who represents any client with family issues.
Divorce Transfers and Settlements 2023 - 2 CPE
Divorce Transfers & Settlements Mini-Course Description & Study Guide Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current per-spectives on property …
2025/2024 Easy Update & Inflation Adjustments - 6 CPE
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.
Travel Entertainment and Auto Rules 2023 - 16.5 CPE
Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fun-damentals are reviewed and planning opportunities are identified. Creative strategies are discussed …
Estate Planning 2025 - 2 CPE
Texas Compliance Pending. This mini-course surveys wills, living trusts, gifts, insurance, marital property, and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney, …
Concepts & Mechanics Of Exchanges 2024 - 13.5 CPE
Texas Compliance Pending. While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the …
Passive Loss and At-Risk Rules 2023 - 2.5 CPE
With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or sus-pended. Updating practitioners on the practical aspects of §469, this course ad-dresses the …
Selected Business Expenses 2024 - 2 CPE
Business expenses are the costs of carrying on a trade or business, and they are usually deductible if the business is operated to make a profit. This mini-course reviews various expenses that businesses may deduct and the requirements that must be met …
Business Taxation 2025 - 24 CPE
Texas Compliance Pending. The focus of this class is on tax devices and tech-niques available to the small business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income …
Basic Fringe Benefits 2023 - 4 CPE
This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, …
Travel, Entertainment, & Auto Rules 2024 - 15.5 CPE
Texas Compliance Pending. Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions.
Assets Income and Cash 2023 - 2.5 CPE
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified …
Education Tax Benefits 2025 - 2 CPE
Texas Compliance Pending. Touching on various topics such as qualified tuition programs (QTPs), scholarships, and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will …
Family Tax Planning 2024 - 2 CPE
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family …
