Rebroadcast
Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: WRS120525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to ... More Info
Rebroadcast
Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: WRS180725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to ... More Info
Rebroadcast
Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: WRS180825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to ... More Info
Rebroadcast
Top Individual Tax Planning Strategies
- Online
- Event Code: WRS120425
- CPE Credits: 2
- 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
Monthly Federal Tax Updates – December 2025
- Online
- Event Code: WRX264725
- 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
Business Tax Update: Recent Developments
- Online
- Event Code: WRX265025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Basis Shifting: Final Regulations
- Online
- Event Code: WRS120725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
The Internal Revenue Service has targeted complex partnerships it believes are not in compliance with the tax law for audit. One of the abuses the IRS has attacked is transfers of interests in partnerships which result in an increase in the basis of a partner who is subject to a ... More Info
Live Webcast
Don Farmer’s Passive Activities: Rental Real Estate Rules & Exceptions
- Online
- Event Code: WF001825
- 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 part three of this four-part series, tax experts Greg White, CPA, and George Koutelieris, CPA, will take you deep into the ... More Info
Rebroadcast
Strategies for Maximizing Social Security Benefits
- Online
- Event Code: WRS120825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and ... More Info
Rebroadcast
Surgent’s Federal Tax Update
- Online
- Event Code: WRS120925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: WRX499925
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
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
Rebroadcast
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
- Online
- Event Code: WRS121125
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial ... More Info
Rebroadcast
Taxation of the Cannabis Industry
- Online
- Event Code: WRX265825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique ... More Info
Live Webcast
Don Farmer’s Passive Activities: Recharacterization & Disposition Rules
- Online
- Event Code: WF001925
- 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. Wrap up this powerful four-part series with part four. Tax experts Greg White, CPA, and George Koutelieris, CPA, will tackle some of ... More Info
Rebroadcast
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- Online
- Event Code: WRS121325
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: WRS121425
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
Guide to Partner Capital Account Reporting
- Online
- Event Code: WRS121725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these ... More Info
Rebroadcast
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: WRS121525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade ... More Info
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: WRS121625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
Schedules K-2 and K-3: Preparation of Forms
- Online
- Event Code: WRS121925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms ... More Info
Rebroadcast
Schedules K-2 and K-3: Preparation of Forms
- Online
- Event Code: WRS181025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms ... More Info
Rebroadcast
Taxation of Tips and Overtime Under OBBBA
- Online
- Event Code: WRS180925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: WRX266925
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Taxes
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
Rebroadcast
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- Online
- Event Code: WRS121825
- CPE Credits: 2
- Legacy Level:Intermediate
- 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. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: WRX267125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info