Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: WRS179925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
Monthly Federal Tax Updates – December 2025
- Online
- Event Code: WRX256925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
Navigating IRS Collections: Overview of Form 433 & OIC
- Online
- Event Code: WRX257225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: WRX257425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
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
Live Webcast
Don Farmer’s Passive Activities: Foundational Rules, Income Characterization & Strategic Grouping
- Online
- Event Code: WF001625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. Kick off this four-part seminar with tax experts Greg White, CPA, and George Koutelieris as they demystify the complex world of passive ... More Info
Rebroadcast
Introduction to Charitable Gifting for Individual Taxpayers
- Online
- Event Code: WRS116125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that ... More Info
Rebroadcast
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- Online
- Event Code: WRS115925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for ... More Info
Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: WRS116025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs ... More Info
Rebroadcast
Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: WRS116325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has ... More Info
Rebroadcast
Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: WRS180025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has ... More Info
Live Webcast
Don Farmer’s Passive Activities: Material Participation Rules, Time Tracking & Compliance Strategies
- Online
- Event Code: WF001725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. In pt two of this four-pt series, tax experts Greg White, CPA, and George Koutelieris, CPA, will dive into the strategies you ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: WRX258125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will ... More Info
Rebroadcast
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: WRX258325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
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
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: WRS180125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: WRS116825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Technical Business Practice Issues and Tax Forms for Experienced Practitioners
- Online
- Event Code: WRS116725
- CPE Credits: 16
- Legacy Level:Advanced
- Fields of Study: Taxes
Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings ... More Info
Rebroadcast
Top Individual Tax Planning Strategies
- Online
- Event Code: WRS116625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Individual tax planning strategies for 2025 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize ... More Info
Rebroadcast
The Complete Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: WRS117225
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: WRX260525
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Virtual Currency: Keeping Up with the Tax Code
- Online
- Event Code: WRS117425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, ... More Info
Rebroadcast
Virtual Currency: Keeping Up with the Tax Code
- Online
- Event Code: WRS180325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, ... More Info
Rebroadcast
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
- Online
- Event Code: WRS180425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Rebroadcast
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
- Online
- Event Code: WRS117625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: WRX499125
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Buying and Selling a Business: Tax and Structuring Overview
- Online
- Event Code: WRS118025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help ... More Info