Courses

When your clients retire, they will leave behind many things—the daily grind, commuting, maybe an old home—but one thing they will keep is a tax bill. In fact, income taxes can be the single largest expense in retirement. As more and more taxpayers have reached or passed the retirement age, it is more important than ever for tax preparers to stay up-to-date on the tax treatments of the various types of retirement income.

Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP).

You are exempt from the AFSP requirements if you fall into one of the following categories:
Passed the Registered Tax Return Preparer (RTRP) test
Completed regulations set by state standards, CTEC and OBTP members
Passed the Enrolled Agent Part 1 Exam in the last 2 years
You are a VITA Quality Reviewer and Instructor with active PTIN
You are a CPA, Attorney or an Enrolled Agent
Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.

Running a business is hard enough without adding the complexity of filing taxes each year. More and more business owners will look to their tax experts to help them wade through the process and understand all the rules regarding filing a return. As the tax expert, it is your job to be on top of new tax regulations pertaining to business tax filing.

Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP).

You are exempt from the AFSP requirements if you fall into one of the following categories:
Passed the Registered Tax Return Preparer (RTRP) test
Completed regulations set by state standards, CTEC and OBTP members
Passed the Enrolled Agent Part 1 Exam in the last 2 years
You are a VITA Quality Reviewer and Instructor with active PTIN
You are a CPA, Attorney or an Enrolled Agent
Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.

Form 1040 is one of the official forms used by U.S. taxpayers every year to file an annual income tax return. While the latest version of the form is intended to make it easier for taxpayers and tax preparers to file, there are still a few things that can be missed. It is important for tax preparers to not only know the form but also know the various schedules that may need to filled out with it for more complicated tax situations.

Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP).

You are exempt from the AFSP requirements if you fall into one of the following categories:
Passed the Registered Tax Return Preparer (RTRP) test
Completed regulations set by state standards, CTEC and OBTP members
Passed the Enrolled Agent Part 1 Exam in the last 2 years
You are a VITA Quality Reviewer and Instructor with active PTIN
You are a CPA, Attorney or an Enrolled Agent

Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.

Sweeping new legislation passed July 4, 2025 is referred to as the One Big Beautiful Bill Act (OBBBA). This course examines tax provisions of the Act, beginning with those effective for 2025 and followed by those becoming effective in 2026 and beyond. The new law makes permanent many of the TCJA tax provisions and makes changes to existing tax laws, some permanent and others temporary. A brief explanation of tax law prior to OBBBA is provided, and appropriate context is added to facilitate understanding of the pre-enactment environment and the impact of the legislative changes. This course covers both individual and business tax provisions.

This course provides 2 ethics CE credits and discusses the tax schemes & professional responsibilities

Provides 1 CE credit and discusses U.S. taxpayers' global income reporting, including foreign tax credits, exclusions, tax treaty benefits, and residency rules. It ensures compliance with international tax laws and proper income sourcing.

This course provides 1 CE credit on Written Information Security Plan (WISP) for tax and accounting practices, covering regulatory requirements, steps for development, risk assessment, safety measures, employee training, and incident response.

This course provides 1 CE credit and emphasizes the importance of cybersecurity for tax professionals, covering common threats like phishing, legal responsibilities, best practices, and incident response planning.

This course provides 2 ethics CE credits and discusses the tax schemes & professional responsibilities

This course provides 2 CE credits and discusses the updates related to the New Clean Vehicle Credits 30D 25E

This course provides 1 CE credit and discusses the updates related to 1099K 1099C 1099A Reporting for 2024

This course fulfills New York State's legal training requirements, covering harassment forms, reporting procedures, and employees’ rights.

Este curso cumple con los requisitos legales de capacitación del Estado de Nueva York, abarcando las formas de acoso, procedimientos de denuncia y derechos de los empleados. Duración: 1 hora. Los participantes obtienen

This course provides 1 CE credit and discusses the updates related to the BOI (The Corporate Transparency Act (Beneficial Ownership Information Reporting for Companies)

This course provides 1 CE credit and discusses the updates related to the Tax-Exempt Organizations, Charities and Nonprofits