On Demand
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: ODX13925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI ... More Info
On Demand
Behind the Curtain: Exploring IRS Audit Technique Guides
- Online
- Event Code: ODX09625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights ... More Info
On Demand
CFO Solutions to IRS Problems
- Online
- Event Code: ODX11425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
On Demand
Corporate Transparency Act Developments
- Online
- Event Code: ODX08125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
On Demand
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: ODX11525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
On Demand
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: ODX08325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
On Demand
Entertainment, Meals & Travel Expenses: Review & Update
- Online
- Event Code: ODX04125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. Required Knowledge: Basic ... More Info
On Demand
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: ODX11325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
On Demand
Fundamentals of Form 1040 — Business
- Online
- Event Code: ODX14425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 – Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, ... More Info
On Demand
Fundamentals of Form 1040 — Individual
- Online
- Event Code: ODX14225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
On Demand
Fundamentals of Income Taxation
- Online
- Event Code: ODX03625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Please join us for a 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. Required ... More Info
On Demand
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: ODX12925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
On Demand
IRS Penalties and Abatements
- Online
- Event Code: ODX03925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove “reasonable cause”. This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your ... More Info
On Demand
Learning to Teach “Tax” as a Second Language
- Online
- Event Code: ODX11925
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you ... More Info
On Demand
Like-kind Exchanges in Real Estate Transactions
- Online
- Event Code: ODX03525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
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 cover the basic structure of a LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including ... More Info
On Demand
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: ODX14125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well ... More Info
On Demand
Schedule C of Form 1040
- Online
- Event Code: ODX03725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. Required Knowledge: None Advanced Preparation: ... More Info
On Demand
Section 174: New Rules for Research & Experimentation
- Online
- Event Code: ODX08725
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
- NCACPA On Demand 365
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. Required Knowledge: Basic Tax Knowledge Advanced Preparation: None Who Should Attend: CPAs in public practice and industry ... More Info
On Demand
Secure Act 2.0: What you need to know
- Online
- Event Code: ODX08225
- CPE Credits: 1.5
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers. Required Knowledge: None Advanced Preparation: None Who Should Attend: CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.
On Demand
Tax Update: H.R. 1 “One Big Beautiful Bill” & Form 1040
- Online
- Event Code: ODX14325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This course provides a focused analysis of the individual and small business provisions in H.R.1, “One Big Beautiful Bill.” Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation – designed to inform planning strategies and compliance for ... More Info
On Demand
Taxation of Business Entities
- Online
- Event Code: ODX03825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- NCACPA On Demand 365
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. Required Knowledge: None Advanced Preparation: None Who Should Attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, ... More Info
On Demand
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: ODX13725
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Taxes
- NCACPA On Demand 365
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
On Demand
NC State Tax Update
- Online
- Event Code: ODTAX225
- CPE Credits: 1.2
- Legacy Level:Update
- Fields of Study: Taxes
**This is a replay from the 86th Annual Symposium. This course will expire on 12/31/2025 at 11:59 PM.** This session will review recent North Carolina tax developments, including significant court cases, decisions of the Office of Administrative Hearings, statutory and regulatory developments, and changes in tax administration.
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WRS179825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing what’s new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop shop that brings you the ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WRS115325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop shop that brings you ... More Info