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Term | Course Title | Lesson | Type |
---|---|---|---|
Accounting and Tax Periods | Business Income and Entities, Accounting Methods and Periods | Lesson 8: Accounting and Tax Periods and Reviews IRS Publication 538 | VIDEO |
Accounting Methods | Accounting Methods, Tax Computations and Tax Credits | Lesson 1: Accounting Methods | VIDEO |
Accumulated Earnings Tax | Corporate Distributions & Other Matters | Lesson 3: Personal Holding Companies and Accumulated Earnings Tax | VIDEO |
Additional Income and Allocation of Expenses | Tax Preparers Prayers Answered: Tax Issues for the Clergy | Part 6: Additional Income & Allocation of Expenses | VIDEO |
Additional Medicare Tax for Businesses | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 13: The Additional Medicare Tax for Businesses | VIDEO |
Adjustments to Income | 2016 Tax Filing Season Update | Chapter 6 – Adjustments and Deductions | |
Adjustments to Income | 2017 Tax Filing Season Update | Chapter 6: Adjustments and Deductions | |
Adoption Credit/Exclusion | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 2: Tax Credit Changes | |
Adult Children Coverage | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Advance Payment of The Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 11: Advance Payment of The Premium Tax Credit Review IRS Form 8962 | VIDEO |
Advance Payment of The Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 12: Advance Payment of The Premium Tax Credit Review IRS Form 1095A | VIDEO |
Advance Payment of The Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 11: Advance Payment of The Premium Tax Credit Review IRS Form 8962 | VIDEO |
Advance Payment of The Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 12: Advance Payment of The Premium Tax Credit Review IRS Form 1095A | VIDEO |
Affordable Care Act Tax Provisions | 2016 Tax Filing Season Update | Chapter 8 – ACA Provisions | |
Affordable Care Act Tax Provisions | 2017 Tax Filing Season Update | Chapter 8: ACA Provisions | |
Alimony TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Alimony TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Allocations TCJA | Alimony Tax Planning TCJA | Code Section 71(c) and Allocations | VIDEO |
Allocations TCJA | Tax Planning for Alimony TCJA | Code Section 71(c) and Allocations | VIDEO |
Alternate Evaluation | Taxation of Gifts, Estates and Fiduciaries | Lesson 1: Course Review – Part 1 | VIDEO |
Alternative Minimum Tax | Accounting Methods, Tax Computations and Tax Credits | Lesson 3: Alternative Minimum Tax and Review IRS Form 6251 | VIDEO |
Alternative Minimum Tax (AMT) | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
American Taxpayer Relief Act of 2012 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 8: American Taxpayer Relief Act of 2012 and IRS Forms 8959 and 8960 | VIDEO |
AMT TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
AMT TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
An Overview of Business Provisions of The PPACA | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 12: An Overview of Business Provisions of The PPACA | VIDEO |
Annual Inflation Adjustments | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Annuitization Methods | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Authority and Research | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 3: Authority and Research | VIDEO |
Authorized Sanctions for Violation of Regulations | Tax Return Preparer Ethical Issues | Chapter 3: Sanctions for Regulation Violations | |
Bad Debts | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Basis | Capital Transactions | Lesson 1: What is Cost, Basis, Holding Periods, The Netting Process and Capital Gains Tax | VIDEO |
Benefit Limits Prohibited | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Best Tax Return Preparer Practices | Tax Return Preparer Ethical Issues | Chapter 1: Tax Return Preparer Responsibilities | |
Built in Gains Tax | S Corporations | Lesson 3: Course Review – Part 3 | VIDEO |
Business Tax Credits | NOLs, Other Taxes, and Credits | Lesson 3: Overview of Business Tax Credits | VIDEO |
Business Taxes | NOLs, Other Taxes, and Credits | Lesson 2: Business Taxes – Review IRS Form 720 and IRS Form 2290 | VIDEO |
Capital Gains and Losses | 2016 Tax Filing Season Update | Chapter 5 – IRAs, Pensions, Annuities, Capital Gains and Losses | |
Capital Gains and Losses | 2017 Tax Filing Season Update | Chapter 5: IRAs, Pensions, Annuities, Capital Gains and Losses | |
Capital Gains Tax | Capital Transactions | Lesson 1: What is Cost, Basis, Holding Periods, The Netting Process and Capital Gains Tax | VIDEO |
Carryovers | Ethics and Professional Responsibilities from a Tax Perspective | Lesson 3: Course Review – Part 3 | VIDEO |
Case Study: Deductions TCJA | Alimony Tax Planning TCJA | Case Study: Deductions | VIDEO |
Case Study: Deductions TCJA | Tax Planning for Alimony TCJA | Case Study: Deductions | VIDEO |
Casualty Losses TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Casualty Losses TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Changes to Current Tax Forms | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
Changes to Current Tax Forms | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
Changing Tax Years | Business Income and Entities, Accounting Methods and Periods | Lesson 9: Changing Tax Years and Reviews IRS Form 1128 | VIDEO |
Child and Dependent Care Credit | 2016 Tax Filing Season Update | Chapter 7 – Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Child and Dependent Care Credit | 2017 Tax Filing Season Update | Chapter 7: Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Child Tax Credit and Additional Child Tax Credit | 2016 Tax Filing Season Update | Chapter 7 – Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Child Tax Credit and Additional Child Tax Credit | 2017 Tax Filing Season Update | Chapter 7: Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Child Tax Credits TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
Child Tax Credits TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
Claiming a Dependent | 2016 Tax Filing Season Update | Chapter 2 – The Income Tax Return | |
Claiming a Dependent | 2017 Tax Filing Season Update | Chapter 2: The Income Tax Return | |
Claiming the Standard Deduction | 2016 Tax Filing Season Update | Chapter 6 – Adjustments and Deductions | |
Claiming the Standard Deduction | 2017 Tax Filing Season Update | Chapter 6: Adjustments and Deductions | |
Clergy Code Sections | Tax Preparers Prayers Answered: Tax Issues for the Clergy | Part 1: Introduction, Code Sections for Clergy, Review IRS Form 1040 | VIDEO |
Clergy Court Cases | Tax Preparers Prayers Answered: Tax Issues for the Clergy | Part 4: Court Cases, Changes in Code | VIDEO |
Code Section 215 TCJA | Alimony Tax Planning TCJA | Code Section 215 and 71 | VIDEO |
Code Section 215 TCJA | Tax Planning for Alimony TCJA | Code Section 215 and 71 | VIDEO |
Code Section 71 TCJA | Alimony Tax Planning TCJA | Code Section 215 and 71 | VIDEO |
Code Section 71 TCJA | Tax Planning for Alimony TCJA | Code Section 215 and 71 | VIDEO |
Code Section 71(c) TCJA | Alimony Tax Planning TCJA | Code Section 71(c) and Allocations | VIDEO |
Code Section 71(c) TCJA | Tax Planning for Alimony TCJA | Code Section 71(c) and Allocations | VIDEO |
Collection Issues | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 13: Filing Requirement Recap and Collection Issues | VIDEO |
Collection Issues | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 13: Filing Requirement Recap and Collection Issues | VIDEO |
Compliance with E-file Procedures | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Compliance with E-file Procedures | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Conclusion TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 7: Other Changes and Conclusion | VIDEO |
Conclusion TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 7: Other Changes and Conclusion | VIDEO |
Contingencies TCJA | Alimony Tax Planning TCJA | Contingencies | VIDEO |
Contingencies TCJA | Tax Planning for Alimony TCJA | Contingencies | VIDEO |
Continually read about tax preparer penalties | Top Tips To Avoid Preparer Penalties | Lesson 8: Tip #6 Continually read about tax preparer penalties | VIDEO |
Contract Rescission Limited | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Contributions to Qualified Employee Plans | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 2: Tax Treatment of Qualified Plans | |
Coverage Exemptions | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 6: Coverage Exemptions – Review IRS Form 8965 | VIDEO |
Coverage Exemptions | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 6: Coverage Exemptions – Review IRS Form 8965 | VIDEO |
Criminal Fraud Cases | Tax Preparers Gone Bad – Volume I | Lesson 3: Review IRS Bulletin 2017-35 and several criminal cases | VIDEO |
Death Benefits | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Death Benefits Received under Settlement Options | Tax Treatment of Life Insurance Proceeds | Chapter 1: Life Insurance Death Benefits | |
Deferred Annuity | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Defined Benefit Plans | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 1: Qualified Retirement Plans | |
Defined Contribution Plans | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 1: Qualified Retirement Plans | |
Defining Gross Income | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 5: Defining Gross Income, Modified Adjusted Gross Income and Household Income to Determine Filing Thresholds | VIDEO |
Defining Gross Income | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 5: Defining Gross Income, Modified Adjusted Gross Income and Household Income to Determine Filing Thresholds | VIDEO |
Definition | Education Tax Benefits | Chapter 2: Coverdell Education Savings Accounts | |
Definition and Eligibility | Tax Treatment of Individual Retirement Arrangements | Chapter 2: Roth IRAs | |
Definition of Life Insurance Impacts Tax-Deferred Accumulation | Tax Treatment of Life Insurance Proceeds | Chapter 2: Life Insurance Policy Living Proceeds | |
Determination of Filing Status | 2016 Tax Filing Season Update | Chapter 2 – The Income Tax Return | |
Determination of Filing Status | 2017 Tax Filing Season Update | Chapter 2: The Income Tax Return | |
Diligence As To Accuracy | Duties, Restrictions, Sanctions and Penalties | Lesson 2: Diligence As To Accuracy and Reviews Various IRS Tax Codes – Part 2 | VIDEO |
Distributions from a Qualified Employee Plan | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 2: Tax Treatment of Qualified Plans | |
Domestic Production Activities Deduction | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Don’t disclose taxpayer information | Top Tips To Avoid Preparer Penalties | Lesson 7: Tip #5 Don’t disclose taxpayer information | VIDEO |
Due Diligence in Preparing Returns | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Due Diligence in Preparing Returns | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Due Diligence TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
Due Diligence TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
Earned Income Credit | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 2: Tax Credit Changes | |
Earned Income Tax Credit | 2016 Tax Filing Season Update | Chapter 9 – Earned Income Tax Credit | |
Earned Income Tax Credit | 2017 Tax Filing Season Update | Chapter 9: 2013 Earned Income Tax Credit | |
Education Credits | 2016 Tax Filing Season Update | Chapter 7 – Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Education Credits | 2017 Tax Filing Season Update | Chapter 7: Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Education Savings Bond Program | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Education Savings Bond Program in Brief | Education Tax Benefits | Chapter 3: Education Savings Bond Program | |
Educational Assistance | Education Tax Benefits | Chapter 5: Taxation of Educational Assistance, Tuition & Fees and Student Loans | |
EITC Ethical Issues | Tax Preparers Gone Bad – Volume I | Lesson 5: ETIC – Earned Income Tax Credit Issues | VIDEO |
Estimated Tax Payments | Top Tips To Help Your Clients Avoid Penalties | Lesson 7: Estimated Tax Payments | VIDEO |
Estimated Taxes | Self Employed and Farming | Lesson 3: Income Averaging and Estimated Taxes | VIDEO |
Exemption Amount | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Exemption Amount Increased | 2016 Tax Filing Season Update | Chapter 1 – New Tax Law/Recent Updates | |
Exemption Amount Increased | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Exemption Certificate Numbers | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 4: Health Coverage Exemptions and Exemption Certificate Numbers – Review IRS Form 8965 | VIDEO |
Exemption Certificate Numbers | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 4: Health Coverage Exemptions and Exemption Certificate Numbers – Review IRS Form 8965 | VIDEO |
Fair Rental Value | Tax Preparers Prayers Answered: Tax Issues for the Clergy | Part 3: Regulation 107, Actual Costs, Fair Rental Value | VIDEO |
Federal Income Tax Return Filing Due Dates | 2016 Tax Filing Season Update | Chapter 1 – New Tax Law/Recent Updates | |
Federal Income Tax Return Filing Due Dates | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Figuring the Amount of the Earned Income Credit | 2016 Tax Filing Season Update | Chapter 9 – Earned Income Tax Credit | |
Figuring the Amount of the Earned Income Credit | 2017 Tax Filing Season Update | Chapter 9: 2013 Earned Income Tax Credit | |
Figuring the Potentially Tax-Free Amount | Education Tax Benefits | Chapter 3: Education Savings Bond Program | |
Filing Requirement | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 13: Filing Requirement Recap and Collection Issues | VIDEO |
Filing Requirement Recap | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 13: Filing Requirement Recap and Collection Issues | VIDEO |
Filing Requirements | Decedent, Estate and Trust Income | Lesson 3: Filing Requirements, Payments and Taxes | VIDEO |
Filing the Final Return | Trust and Estate Tax | Lesson 1: Course Overview and Filing the Final Return – Review IRS Publication 559 and Form 1041 | VIDEO |
Foreign Earned Income | Tax Treatment of Specialty Income Items | Lesson 1: Foreign Earned Income and Review IRS Form 2555 | VIDEO |
Form 1099C | Cancellation of Debt | Lesson 2: Review of Taxpayer Advocate Service Publication and IRS Form 1099C | VIDEO |
Form W-2 Reporting of Employer-Sponsored Health Coverage | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 3: Employer Tax Changes | |
Frontloading TCJA | Alimony Tax Planning TCJA | Section 71(f), Frontloading, and Recapture | VIDEO |
Frontloading TCJA | Tax Planning for Alimony TCJA | Section 71(f), Frontloading, and Recapture | VIDEO |
Grandfathered Health Plans | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Gross Estate | Taxation of Gifts, Estates and Fiduciaries | Lesson 1: Course Review – Part 1 | VIDEO |
Health Coverage Exemptions | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 4: Health Coverage Exemptions and Exemption Certificate Numbers – Review IRS Form 8965 | VIDEO |
Health Coverage Exemptions | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 4: Health Coverage Exemptions and Exemption Certificate Numbers – Review IRS Form 8965 | VIDEO |
Health Flexible Spending Arrangement Contributions | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 3: PPACA-Related Tax Changes | |
Health Insurance Coverage | Tax Treatment of Sickness and Injury Plans | Chapter 1: Health Insurance | |
Health Insurance Coverage Options, Exemptions and Penalties | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 10: Health Insurance Coverage Options, Exemptions and Penalties | VIDEO |
Health Reimbursement Arrangements | Tax Treatment of Sickness and Injury Plans | Chapter 2: Tax-Favored Health Plans | |
Health Savings Accounts | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 4: Changes in Archer MSAs, HSAs & IRAs | |
Health Savings Accounts | Tax Treatment of Sickness and Injury Plans | Chapter 2: Tax-Favored Health Plans | |
High Income-Education Correlation | Education Tax Benefits | Chapter 1: 529 Qualified Tuition Programs | |
Highlights of the Course | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 1: Highlights of the Course | VIDEO |
Holding Periods | Capital Transactions | Lesson 1: What is Cost, Basis, Holding Periods, The Netting Process and Capital Gains Tax | VIDEO |
Household Income to Determine Filing Thresholds | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 5: Defining Gross Income, Modified Adjusted Gross Income and Household Income to Determine Filing Thresholds | VIDEO |
Household Income to Determine Filing Thresholds | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 5: Defining Gross Income, Modified Adjusted Gross Income and Household Income to Determine Filing Thresholds | VIDEO |
Immediate Annuity | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Income Averaging | Self Employed and Farming | Lesson 3: Income Averaging and Estimated Taxes | VIDEO |
Income Tax Filing Threshold Amounts | 2016 Tax Filing Season Update | Chapter 1 – New Tax Law/Recent Updates | |
Income Tax Filing Threshold Amounts | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Income Taxability of Viatical Settlement Proceeds | Tax Treatment of Life Insurance Proceeds | Chapter 1: Life Insurance Death Benefits | |
Incompetence and Disreputable Conduct | Tax Return Preparer Ethical Issues | Chapter 3: Sanctions for Regulation Violations | |
Individual Requirement to Maintain Health Coverage | Affordable Care Act – Individual Rights & Responsibilities | Chapter 2: PPACA-Mandated Personal Tax Changes | |
Individual Requirement to Maintain Health Coverage | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 2: Personal Tax Changes | |
Insurance | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Interest | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Interest and Dividend Income | 2016 Tax Filing Season Update | Chapter 3 – Taxability of Wages, Salaries, Tips and Other Earnings | |
Interest and Dividend Income | 2017 Tax Filing Season Update | Chapter 3: Taxability of Wages, Salaries, Tips and Other Earnings | |
IRA Contributions TCJA | Alimony Tax Planning TCJA | IRA Contributions | VIDEO |
IRA Contributions TCJA | Tax Planning for Alimony TCJA | IRA Contributions | VIDEO |
IRA Rollover Per Year Limit | 2016 Tax Filing Season Update | Chapter 1 – New Tax Law/Recent Updates | |
IRS Bulletin 2017-35 | Tax Preparers Gone Bad – Volume I | Lesson 3: Review IRS Bulletin 2017-35 and several criminal cases | VIDEO |
IRS Circular 230 | Duties, Restrictions, Sanctions and Penalties | Lesson 1: Chapter Overview and Diligence As To Accuracy and Reviews Various IRS Tax Codes in IRS Circular 230 – Part 1 | VIDEO |
IRS Circular 230 | Duties, Restrictions, Sanctions and Penalties | Lesson 2: Diligence As To Accuracy and Reviews Various IRS Tax Codes – Part 2 | VIDEO |
IRS Circular 230 | Tax Preparers Gone Bad – Volume I | Lesson 2: Review IRS Circular 230 | VIDEO |
IRS Form 1040 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
IRS Form 1040 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
IRS Form 1040 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 6: The Additional Medicare Tax and IRS Forms 1040 and 8959 | VIDEO |
IRS Form 1040 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 7: The Net Investment Income Tax and IRS Forms 1040 and 8960 | VIDEO |
IRS Form 1040A | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
IRS Form 1040A | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
IRS Form 1040A | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 6: The Additional Medicare Tax and IRS Forms 1040 and 8959 | VIDEO |
IRS Form 1040A | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 7: The Net Investment Income Tax and IRS Forms 1040 and 8960 | VIDEO |
IRS Form 1040EZ | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 2: Changes to Current Tax Forms – Review IRS Forms 1040, 1040A and 1040EZ | VIDEO |
IRS Form 1041 | Trust and Estate Tax | Lesson 2: Filing Requirements, Tax Rates and Types of Trusts | VIDEO |
IRS Form 1095A | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 12: Advance Payment of The Premium Tax Credit Review IRS Form 1095A | VIDEO |
IRS Form 1095A | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 12: Advance Payment of The Premium Tax Credit Review IRS Form 1095A | VIDEO |
IRS Form 1128 | Business Income and Entities, Accounting Methods and Periods | Lesson 9: Changing Tax Years and Reviews IRS Form 1128 | VIDEO |
IRS Form 2290 | NOLs, Other Taxes, and Credits | Lesson 2: Business Taxes – Review IRS Form 720 and IRS Form 2290 | VIDEO |
IRS Form 2555 | Tax Treatment of Specialty Income Items | Lesson 1: Foreign Earned Income and Review IRS Form 2555 | VIDEO |
IRS Form 3468 | NOLs, Other Taxes, and Credits | Lesson 4: Review IRS Form 3800, IRS Form 3468, and IRS Form 6765 | VIDEO |
IRS Form 5884 | NOLs, Other Taxes, and Credits | Lesson 5: Review IRS Form 8941 and IRS Form 5884 | VIDEO |
IRS Form 6765 | NOLs, Other Taxes, and Credits | Lesson 4: Review IRS Form 3800, IRS Form 3468, and IRS Form 6765 | VIDEO |
IRS Form 720 | NOLs, Other Taxes, and Credits | Lesson 2: Business Taxes – Review IRS Form 720 and IRS Form 2290 | VIDEO |
IRS Form 8821 | Representation Before The IRS | Lesson 3: Tax Information Authorization and Reviews IRS Form 8821 | VIDEO |
IRS Form 8826 | NOLs, Other Taxes, and Credits | Lesson 6: Miscellaneous Tax Credits – Review IRS Form 8826 and IRS Form 8881 | VIDEO |
IRS Form 8867 | Tax Preparers Gone Bad – Volume I | Lesson 4: Review IRS TIGTA Report and IRS Form 8867 | VIDEO |
IRS Form 8881 | NOLs, Other Taxes, and Credits | Lesson 6: Miscellaneous Tax Credits – Review IRS Form 8826 and IRS Form 8881 | VIDEO |
IRS Form 8882 | NOLs, Other Taxes, and Credits | Lesson 7: Review IRS Form 8882 | VIDEO |
IRS Form 8941 | NOLs, Other Taxes, and Credits | Lesson 5: Review IRS Form 8941 and IRS Form 5884 | VIDEO |
IRS Form 8959 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 6: The Additional Medicare Tax and IRS Forms 1040 and 8959 | VIDEO |
IRS Form 8959 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 8: American Taxpayer Relief Act of 2012 and IRS Forms 8959 and 8960 | VIDEO |
IRS Form 8960 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 7: The Net Investment Income Tax and IRS Forms 1040 and 8960 | VIDEO |
IRS Form 8960 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 8: American Taxpayer Relief Act of 2012 and IRS Forms 8959 and 8960 | VIDEO |
IRS Form 8962 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 10: Premium Tax Credit Review IRS Form 8962 | VIDEO |
IRS Form 8962 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 11: Advance Payment of The Premium Tax Credit Review IRS Form 8962 | VIDEO |
IRS Form 8962 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 10: Premium Tax Credit Review IRS Form 8962 | VIDEO |
IRS Form 8962 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 11: Advance Payment of The Premium Tax Credit Review IRS Form 8962 | VIDEO |
IRS Form 8965 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 4: Health Coverage Exemptions and Exemption Certificate Numbers – Review IRS Form 8965 | VIDEO |
IRS Form 8965 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 6: Coverage Exemptions – Review IRS Form 8965 | VIDEO |
IRS Form 8965 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 4: Health Coverage Exemptions and Exemption Certificate Numbers – Review IRS Form 8965 | VIDEO |
IRS Form 8965 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 6: Coverage Exemptions – Review IRS Form 8965 | VIDEO |
IRS Publication 5120 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 9: Premium Tax Credit Review IRS Publication 5120 | VIDEO |
IRS Publication 538 | Business Income and Entities, Accounting Methods and Periods | Lesson 8: Accounting and Tax Periods and Reviews IRS Publication 538 | VIDEO |
IRS Publication 559 | Trust and Estate Tax | Lesson 2: Filing Requirements, Tax Rates and Types of Trusts | VIDEO |
IRS Publication 915 | Tax Treatment of Specialty Income Items | Lesson 2: Social Security Benefits and Review IRS Publication 915 | VIDEO |
IRS Schedule E | Tax Treatment of Specialty Income Items | Lesson 3: Royalty Income and Reviews IRS Schedule E | VIDEO |
Itemized Deductions | 2016 Tax Filing Season Update | Chapter 6 – Adjustments and Deductions | |
Itemized Deductions | 2017 Tax Filing Season Update | Chapter 6: Adjustments and Deductions | |
Kiddie Tax TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
Kiddie Tax TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
Large Employer Shared Responsibility Regarding Health Coverage | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 3: Employer Tax Changes | |
Large Employer Shared Responsibility: The Employer Mandate | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 3: PPACA-Related Tax Changes | |
Life Insurance Living Proceeds Received under Settlement Options | Tax Treatment of Life Insurance Proceeds | Chapter 2: Life Insurance Policy Living Proceeds | |
Limitation on Itemized Deductions | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Limits on Contributions | Education Tax Benefits | Chapter 1: 529 Qualified Tuition Programs | |
Limits on Contributions | Education Tax Benefits | Chapter 2: Coverdell Education Savings Accounts | |
Limits on Contributions | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 4: Changes in Archer MSAs, HSAs & IRAs | |
Limits on Contributions | Tax Treatment of Individual Retirement Arrangements | Chapter 1: Traditional IRAs | |
Limits on Contributions | Tax Treatment of Individual Retirement Arrangements | Chapter 2: Roth IRAs | |
Mandates TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
Mandates TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
Maximum Capital Gain/Dividend Tax Rate Increased for High-Income Taxpayers | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Medical Savings Accounts | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 4: Changes in Archer MSAs, HSAs & IRAs | |
Medical Savings Accounts | Tax Treatment of Sickness and Injury Plans | Chapter 2: Tax-Favored Health Plans | |
Miscellaneous 2% Deductions TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Miscellaneous 2% Deductions TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Miscellaneous Tax Credits | NOLs, Other Taxes, and Credits | Lesson 6: Miscellaneous Tax Credits – Review IRS Form 8826 and IRS Form 8881 | VIDEO |
Modified Adjusted Gross Income | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 5: Defining Gross Income, Modified Adjusted Gross Income and Household Income to Determine Filing Thresholds | VIDEO |
Modified Adjusted Gross Income | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 5: Defining Gross Income, Modified Adjusted Gross Income and Household Income to Determine Filing Thresholds | VIDEO |
Modified Taxable Income | C Corporations | Lesson 2: Course Review – Part 2 | VIDEO |
Mortgage Interest TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Mortgage Interest TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Moving Expenses TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Moving Expenses TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Nature of Life Insurance | Tax Treatment of Life Insurance Proceeds | Chapter 1: Life Insurance Death Benefits | |
Negligent or Intentional Disregard and Willful Understatement of Liability | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Negligent or Intentional Disregard and Willful Understatement of Liability | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Net Operating Loss | NOLs, Other Taxes, and Credits | Lesson 1: NOL – Net Operating Loss | VIDEO |
New Deductions TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Deductions TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Deductions TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Tax Act Alimony | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act Alimony | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act AMT | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Act AMT | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Act Casualty Losses | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Casualty Losses | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Child Tax Credits | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Tax Act Child Tax Credits | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Tax Act Due Diligence | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
New Tax Act Due Diligence | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
New Tax Act Kiddie Tax | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Act Kiddie Tax | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Act Mandates | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
New Tax Act Mandates | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
New Tax Act Miscellaneous 2% Deductions | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Miscellaneous 2% Deductions | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Mortgage Interest | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Mortgage Interest | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Moving Expenses | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act Moving Expenses | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act New Deductions | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Tax Act New Deductions | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 5: New Deductions, Child Tax Credits | VIDEO |
New Tax Act New Tax Brackets | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Act New Tax Brackets | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Act Other Changes and Conclusion | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 7: Other Changes and Conclusion | VIDEO |
New Tax Act Other Changes and Conclusion | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 7: Other Changes and Conclusion | VIDEO |
New Tax Act Pass Through Tax | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
New Tax Act Pass Through Tax | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
New Tax Act Pease Limitation | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Pease Limitation | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
New Tax Act Sale of Principal Residence | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act Sale of Principal Residence | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act Tax Free Reimbursements | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act Tax Free Reimbursements | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
New Tax Act Terminology | The 2017 Jobs Acts and Tax Cuts-New Tax Law | Lesson 1: Overview, New Terminology | VIDEO |
New Tax Act Terminology | The 2017 Jobs Acts and Tax Cuts-New Tax Law Updates | Lesson 1: Overview, New Terminology | VIDEO |
New Tax Brackets TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Tax Brackets TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 3: New Tax Brackets, Kiddie Tax, AMT | VIDEO |
New Terminology TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 1: Overview, New Terminology | VIDEO |
New Terminology TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 1: Overview, New Terminology | VIDEO |
Non Liquidating Distributions | Federal Taxation Of Entities – Partnerships | Lesson 4: Course Review – Part 4 | VIDEO |
Nonqualified Annuity | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Nonqualified Annuity Income Tax Treatment | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Not for Profit Organizations | Taxation of Gifts, Estates and Fiduciaries | Lesson 4: Course Review – Part 4 | VIDEO |
Ordained Minister Definitions | Tax Preparers Prayers Answered: Tax Issues for the Clergy | Part 5: What is an Ordained Minister? | VIDEO |
Other Changes TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 7: Other Changes and Conclusion | VIDEO |
Other Changes TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 7: Other Changes and Conclusion | VIDEO |
Overview of Provisions | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 1: Overview of These Provisions | VIDEO |
Overview of the Development of U.S. Health Insurance | Tax Treatment of Sickness and Injury Plans | Chapter 1: Health Insurance | |
Overview of The PPACA | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 2: Overview of The PPACA | VIDEO |
Pass Through Tax TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
Pass Through Tax TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 4: Pass Through Tax, Due Diligence, Mandates | VIDEO |
Passive Credits | Passive Loss Issues for the Small Client | Lesson 9: Passive Credits and Review of Real World Taxpayer Scenario | VIDEO |
Passive Investment Income Tax | S Corporations | Lesson 3: Course Review – Part 3 | VIDEO |
PATH Act of 2015 Summary (Individuals) | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Patient Protections | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Payment and Refund Options | 2016 Tax Filing Season Update | Chapter 10 – Tax Payments and Refunds | |
Payment and Refund Options | 2017 Tax Filing Season Update | Chapter 10: Tax Payments and Refunds | |
Payments | Decedent, Estate and Trust Income | Lesson 3: Filing Requirements, Payments and Taxes | VIDEO |
Pease Limitation TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Pease Limitation TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 6: Mortgage Interest, Casualty Losses, Miscellaneous 2% Deductions, Pease Limitation | VIDEO |
Penalties | Tax Preparers Gone Bad – Volume I | Lesson 5: ETIC – Earned Income Tax Credit Issues | VIDEO |
Personal Holding Companies | Corporate Distributions & Other Matters | Lesson 3: Personal Holding Companies and Accumulated Earnings Tax | VIDEO |
PPACA’s Individual Shared Responsibility Provision | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 3: PPACA-Related Tax Changes | |
Practice vs. Tax Preparation | Practice and Procedures | Lesson 3: Practice vs Tax Preparation | VIDEO |
Pre-Existing Condition Exclusions Prohibited | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 9: Premium Tax Credit Review IRS Publication 5120 | VIDEO |
Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 10: Premium Tax Credit Review IRS Form 8962 | VIDEO |
Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 9: Premium Tax Credit Review IRS Publication 5120 | VIDEO |
Premium Tax Credit | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 10: Premium Tax Credit Review IRS Form 8962 | VIDEO |
Premium Tax Credit | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 19: Shared Responsibility Payments and Premium Tax Credit | VIDEO |
Prohibition on Negotiation of Client Refund Checks | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Prohibition on Negotiation of Client Refund Checks | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Publication 5120 | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 9: Premium Tax Credit Review IRS Publication 5120 | VIDEO |
Qualified Annuity | Tax Treatment of Retirement Plans, Pensions and Annuities | Chapter 3: Annuities | |
Qualified Education Expenses | Education Tax Benefits | Chapter 3: Education Savings Bond Program | |
Qualified Long-Term Care Insurance Premiums and Benefits | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Qualified Tuition Programs | Education Tax Benefits | Chapter 1: 529 Qualified Tuition Programs | |
Qualified U.S. Savings Bonds | Education Tax Benefits | Chapter 3: Education Savings Bond Program | |
Real World Taxpayer Scenario | Passive Loss Issues for the Small Client | Lesson 3: Review of Real World Taxpayer Scenario | VIDEO |
Real World Taxpayer Scenario | Passive Loss Issues for the Small Client | Lesson 4: Review of Real World Taxpayer Scenario | VIDEO |
Real World Taxpayer Scenario | Passive Loss Issues for the Small Client | Lesson 8: Review of Real World Taxpayer Scenario | VIDEO |
Recapture TCJA | Alimony Tax Planning TCJA | Section 71(f), Frontloading, and Recapture | VIDEO |
Recapture TCJA | Tax Planning for Alimony TCJA | Section 71(f), Frontloading, and Recapture | VIDEO |
Refundable Premium Tax Credit to Assist in Purchase of Qualified Health Plan | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 3: PPACA-Related Tax Changes | |
Regular Computation | Tax Computations and Controlled Groups | Lesson 1: Tax Computations, Alternative Minimum Tax, Tax Credits and Estimated Tax Payments & Review of IRS Form 4626. | VIDEO |
Related Parties | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Related Parties | Federal Taxation Of Entities – Partnerships | Lesson 4: Course Review – Part 4 | VIDEO |
Rent | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Rental Value of Parsonages | Tax Preparers Prayers Answered: Tax Issues for the Clergy | Part 2: Rental Value of Parsonages, Review IRS Form 1040 | VIDEO |
Repair Regulation Safe Harbor Amount Increase | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Requirement to Give Taxpayer a Copy of Return | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Requirement to Give Taxpayer a Copy of Return | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Requirement to Maintain Minimum Essential Coverage | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 1: Overview of PPACA Provisions | |
Requirement to Retain a Copy of Return | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Requirement to Retain a Copy of Return | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Retirement Savings Contribution Credit | 2016 Tax Filing Season Update | Chapter 7 – Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Retirement Savings Contribution Credit | 2017 Tax Filing Season Update | Chapter 7: Child and Dependent Care, Education, Retirement and Child Tax Credits | |
Retirement Savings Contribution Credit | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 2: Tax Credit Changes | |
Review AICPA Statement on Standards for Tax Services | Ethics and Professional Responsibilities from a Tax Perspective | Lesson 2: Course Review – Part 2 – Review AICPA Statement on Standards for Tax Services | VIDEO |
Review IRS Circular 230 | Ethics and Professional Responsibilities from a Tax Perspective | Lesson 1: Course Review – Part 1 – Review IRS Circular 230 | VIDEO |
Review IRS Form 1041 | Taxation of Gifts, Estates and Fiduciaries | Lesson 3: Course Review – Part 3 – Review IRS Form 1041 | VIDEO |
Review IRS Form 1065 | Federal Taxation Of Entities – Partnerships | Lesson 2: Course Review – Part 2 – Review IRS Form 1065 | VIDEO |
Review IRS Form 1065 Schedule K | Federal Taxation Of Entities – Partnerships | Lesson 3: Course Review – Part 3 – Review IRS Form 1065 Schedule K | VIDEO |
Review IRS Form 1120 | Tax Computations and Controlled Groups | Lesson 1: Tax Computations, Alternative Minimum Tax, Tax Credits and Estimated Tax Payments & Review of IRS Form 4626. | VIDEO |
Review IRS Form 1120 | Tax Computations and Controlled Groups | Lesson 2: Personal Service Corporations and Controlled Groups | VIDEO |
Review IRS Form 6251 | Accounting Methods, Tax Computations and Tax Credits | Lesson 3: Alternative Minimum Tax and Review IRS Form 6251 | VIDEO |
Review IRS Form 709 | Taxation of Gifts, Estates and Fiduciaries | Lesson 2: Course Review – Part 2 – Review IRS Form 709 | VIDEO |
Review IRS Form 8832 | Federal Taxation Of Entities – Partnerships | Lesson 1: Course Review – Part 1 – Review IRS Form 8832 | VIDEO |
Roth IRA Conversions and Transfers | 2016 Tax Filing Season Update | Chapter 5 – IRAs, Pensions, Annuities, Capital Gains and Losses | |
Roth IRA Conversions and Transfers | Tax Treatment of Individual Retirement Arrangements | Chapter 2: Roth IRAs | |
Roth IRA Death Benefit Distributions | 2016 Tax Filing Season Update | Chapter 5 – IRAs, Pensions, Annuities, Capital Gains and Losses | |
Roth IRA Death Benefit Distributions | 2017 Tax Filing Season Update | Chapter 5: IRAs, Pensions, Annuities, Capital Gains and Losses | |
Roth IRA Death Benefit Distributions | Tax Treatment of Individual Retirement Arrangements | Chapter 2: Roth IRAs | |
Roth IRA Eligibility | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 4: Changes in Archer MSAs, HSAs & IRAs | |
Roth IRA Tax Considerations | Tax Treatment of Individual Retirement Arrangements | Chapter 2: Roth IRAs | |
Royalty Income | Tax Treatment of Specialty Income Items | Lesson 3: Royalty Income and Reviews IRS Schedule E | VIDEO |
RS Form 3800 | NOLs, Other Taxes, and Credits | Lesson 4: Review IRS Form 3800, IRS Form 3468, and IRS Form 6765 | VIDEO |
Sale of Partnership Interest | Federal Taxation Of Entities – Partnerships | Lesson 4: Course Review – Part 4 | VIDEO |
Sale of Principal Residence TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Sale of Principal Residence TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Schedule B, Part III Foreign Accounts and Trusts | 2016 Tax Filing Season Update | Chapter 4 – Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Schedule B, Part III Foreign Accounts and Trusts | 2017 Tax Filing Season Update | Chapter 4: Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Schedule J | Tax Computations and Controlled Groups | Lesson 1: Tax Computations, Alternative Minimum Tax, Tax Credits and Estimated Tax Payments & Review of IRS Form 4626. | VIDEO |
Section 71(f) TCJA | Alimony Tax Planning TCJA | Section 71(f), Frontloading, and Recapture | VIDEO |
Section 71(f) TCJA | Tax Planning for Alimony TCJA | Section 71(f), Frontloading, and Recapture | VIDEO |
Section 751 Assets | Federal Taxation Of Entities – Partnerships | Lesson 4: Course Review – Part 4 | VIDEO |
Section 754 Election | Federal Taxation Of Entities – Partnerships | Lesson 4: Course Review – Part 4 | VIDEO |
Self-Employment Income and Expenses | 2016 Tax Filing Season Update | Chapter 4 – Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Self-Employment Income and Expenses | 2017 Tax Filing Season Update | Chapter 4: Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Shared Responsibility Payment Worksheet | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 8: Shared Responsibility Payment Worksheet | VIDEO |
Shared Responsibility Payment Worksheet | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 8: Shared Responsibility Payment Worksheet | VIDEO |
Shared Responsibility Payments | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 7: Shared Responsibility Payments | VIDEO |
Shared Responsibility Payments | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 7: Shared Responsibility Payments | VIDEO |
Shared Responsibility Payments | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 19: Shared Responsibility Payments and Premium Tax Credit | VIDEO |
Small Business Tax Credit | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 3: PPACA-Related Tax Changes | |
Small Employer Health Insurance Premium Credit | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 3: Employer Tax Changes | |
Social Security Benefits | 2016 Tax Filing Season Update | Chapter 4 – Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Social Security Benefits | 2017 Tax Filing Season Update | Chapter 4: Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Social Security Benefits | Tax Treatment of Specialty Income Items | Lesson 2: Social Security Benefits and Review IRS Publication 915 | VIDEO |
Social Security Taxable Earnings Limit | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Social Security Taxes | Affordable Care Act – Individual Rights & Responsibilities | Chapter 2: PPACA-Mandated Personal Tax Changes | |
Social Security Taxes | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 2: Personal Tax Changes | |
Standard Deduction | 2017 Tax Filing Season Update | Chapter 1: New Tax Law & Recent Updates | |
Standard Deduction Increased | 2016 Tax Filing Season Update | Chapter 1 – New Tax Law/Recent Updates | |
Standard Deduction Increased | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Standard Mileage Rates | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 1: Changes in Various Limits | |
Standards for Advising Clients on Potential Penalties | Tax Return Preparer Ethical Issues | Chapter 1: Tax Return Preparer Responsibilities | |
Standards Related to Documents, Affidavits and Other Papers | Tax Return Preparer Ethical Issues | Chapter 1: Tax Return Preparer Responsibilities | |
Standards Related to Work Product and Other Papers | Tax Return Preparer Ethical Issues | Chapter 1: Tax Return Preparer Responsibilities | |
Start-Up Costs | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Status of Extender Tax Provisions | 2016 Tax Filing Season Update | Chapter 1 – New Tax Law/Recent Updates | |
Student Loan Cancellations and Repayment Assistance | 2016 Tax Filing Season Update | Chapter 6 – Adjustments and Deductions | |
Student Loan Cancellations and Repayment Assistance | 2017 Tax Filing Season Update | Chapter 6: Adjustments and Deductions | |
Student Loan Cancellations and Repayment Assistance | Education Tax Benefits | Chapter 5: Taxation of Educational Assistance, Tuition & Fees and Student Loans | |
Student Loan Interest Deduction | Education Tax Benefits | Chapter 5: Taxation of Educational Assistance, Tuition & Fees and Student Loans | |
Tax Computations | Accounting Methods, Tax Computations and Tax Credits | Lesson 2: Tax Computations | VIDEO |
Tax Considerations | Education Tax Benefits | Chapter 2: Coverdell Education Savings Accounts | |
Tax Credits | Accounting Methods, Tax Computations and Tax Credits | Lesson 4: Tax Credits | VIDEO |
Tax Free Reimbursements TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Tax Free Reimbursements TCJA | The 2017 Tax Cuts and Jobs Act-New Tax Law Updates | Lesson 2: Tax Free Reimbursements, Sale of Principal Residence, Moving Expenses, Alimony | VIDEO |
Tax Information Authorization | Representation Before The IRS | Lesson 3: Tax Information Authorization and Reviews IRS Form 8821 | VIDEO |
Tax Planning | Ethics and Professional Responsibilities from a Tax Perspective | Lesson 3: Course Review – Part 3 | VIDEO |
Tax Preparer | IRS Professional Responsibilities, Practice and Procedure | Lesson 1: Introduction | VIDEO |
Tax Preparer Due Diligence a Statutory Requirement – IRC §6695 | Earned Income Credit | Chapter 4: EIC Due Diligence | |
Tax Related Identity Theft | 2016 Tax Filing Season Update | Chapter 2 – The Income Tax Return | |
Tax Related Identity Theft | 2017 Tax Filing Season Update | Chapter 2: The Income Tax Return | |
Tax Return Preparer Duties and Restrictions | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Tax Return Preparer Duties and Restrictions | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Tax Return Preparer Duties and Restrictions | Tax Return Preparer Ethical Issues | Chapter 2: Practitioner Duties and Restrictions | |
Tax Return Preparer Scope of Responsibilities | Tax Return Preparer Ethical Issues | Chapter 1: Tax Return Preparer Responsibilities | |
Tax Return Preparers and Penalties | Duties, Restrictions, Sanctions and Penalties | Lesson 6: Tax Return Preparers and Penalties | VIDEO |
Tax Return Preparers Required to Furnish Identifying Number | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Tax Return Preparers Required to Furnish Identifying Number | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Tax Return Preparers Required to Sign Returns | 2016 Tax Filing Season Update | Chapter 11 – Ethics, Practices & Procedures | |
Tax Return Preparers Required to Sign Returns | 2017 Tax Filing Season Update | Chapter 11: Ethics, Practices & Procedures | |
Tax Treatment of Life Settlement Proceeds | Tax Treatment of Life Insurance Proceeds | Chapter 2: Life Insurance Policy Living Proceeds | |
Tax Treatment of Qualified Tuition Programs | Education Tax Benefits | Chapter 1: 529 Qualified Tuition Programs | |
Tax Withholding and Estimated Tax Payments | 2016 Tax Filing Season Update | Chapter 10 – Tax Payments and Refunds | |
Tax Withholding and Estimated Tax Payments | 2017 Tax Filing Season Update | Chapter 10: Tax Payments and Refunds | |
Taxability of Accelerated Death Benefits | Tax Treatment of Life Insurance Proceeds | Chapter 1: Life Insurance Death Benefits | |
Taxable Distributions from IRAs, Pensions and Annuities | 2016 Tax Filing Season Update | Chapter 5 – IRAs, Pensions, Annuities, Capital Gains and Losses | |
Taxable Distributions from IRAs, Pensions and Annuities | 2017 Tax Filing Season Update | Chapter 5: IRAs, Pensions, Annuities, Capital Gains and Losses | |
Taxable Refunds, Credits, or Offsets of State and Local Taxes | 2016 Tax Filing Season Update | Chapter 4 – Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Taxable Refunds, Credits, or Offsets of State and Local Taxes | 2017 Tax Filing Season Update | Chapter 4: Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Taxation of Life Insurance Policy Death Benefit Proceeds | Tax Treatment of Life Insurance Proceeds | Chapter 1: Life Insurance Death Benefits | |
Taxation of Living Proceeds of Life Insurance Policies | Tax Treatment of Life Insurance Proceeds | Chapter 2: Life Insurance Policy Living Proceeds | |
Taxes | Business Expenses | Lesson 2: Interest, Taxes, Rent, Insurance, Bad Debts, Related Parties, Start-Up Costs and Domestic Production Activities Deduction | VIDEO |
Taxes | Decedent, Estate and Trust Income | Lesson 3: Filing Requirements, Payments and Taxes | VIDEO |
Taxes | Deductions From Adjusted Gross Income | Lesson 3: Taxes | VIDEO |
Tax-Favored Health Plans | Affordable Care Act – Individual Rights & Responsibilities | Chapter 2: PPACA-Mandated Personal Tax Changes | |
Tax-Favored Health Plans | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 2: Personal Tax Changes | |
Tax-Free Exchanges under IRC §1035 | Tax Treatment of Life Insurance Proceeds | Chapter 2: Life Insurance Policy Living Proceeds | |
Taxpayer Advocate Service Publication | Cancellation of Debt | Lesson 2: Review of Taxpayer Advocate Service Publication and IRS Form 1099C | VIDEO |
Termination of Partnership | Federal Taxation Of Entities – Partnerships | Lesson 4: Course Review – Part 4 | VIDEO |
The Additional Medicare Tax | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 6: The Additional Medicare Tax and IRS Forms 1040 and 8959 | VIDEO |
The CBO Report | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 11: The Premium Tax Credits and Reviews The CBO Report | VIDEO |
The Individual Shared Responsibility Payment | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 9: The Individual Shared Responsibility Payment | VIDEO |
The Lower Exclusion For Flexible Savings Accounts | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 4: The Lower Exclusion For Flexible Savings Accounts | VIDEO |
The Net Investment Income Tax | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 7: The Net Investment Income Tax and IRS Forms 1040 and 8960 | VIDEO |
The Netting Process | Capital Transactions | Lesson 1: What is Cost, Basis, Holding Periods, The Netting Process and Capital Gains Tax | VIDEO |
The New Limitations on Medical Deductions | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 5: The New Limitations on Medical Deductions | VIDEO |
The Premium Tax Credits | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 11: The Premium Tax Credits and Reviews The CBO Report | VIDEO |
The Small Business Healthcare Credit and IRS Forms 3800 and 8941 Part 2 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 18: The Small Business Healthcare Credit and IRS Forms 3800 and 8941 Part 2 | VIDEO |
The Small Business Healthcare Credit Forms 3800 and 8941 Part 1 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 17: The Small Business Healthcare Credit and IRS Forms 3800 and 8941 Part 1 | VIDEO |
TIGTA Report | Tax Preparers Gone Bad – Volume I | Lesson 4: Review IRS TIGTA Report and IRS Form 8867 | VIDEO |
Traditional IRA Contributions by Active Participants | Federal Income Tax Changes – 2017 (3 hour version) | Chapter 4: Changes in Archer MSAs, HSAs & IRAs | |
Traditional IRA Eligibility Rules | Tax Treatment of Individual Retirement Arrangements | Chapter 1: Traditional IRAs | |
Traditional IRA Tax Considerations | Tax Treatment of Individual Retirement Arrangements | Chapter 1: Traditional IRAs | |
Tuition and Fees Deduction | Education Tax Benefits | Chapter 5: Taxation of Educational Assistance, Tuition & Fees and Student Loans | |
Two Tax Credits Offset Higher Education Costs | Education Tax Benefits | Chapter 4: Education Tax Credits | |
Types of Compensation | 2016 Tax Filing Season Update | Chapter 3 – Taxability of Wages, Salaries, Tips and Other Earnings | |
Types of Compensation | 2017 Tax Filing Season Update | Chapter 3: Taxability of Wages, Salaries, Tips and Other Earnings | |
Unemployment Compensation | 2016 Tax Filing Season Update | Chapter 4 – Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Unemployment Compensation | 2017 Tax Filing Season Update | Chapter 4: Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits | |
Unreimbursed Medical Expense Deduction Threshold Increased | Affordable Care Act – Individual Rights & Responsibilities | Chapter 2: PPACA-Mandated Personal Tax Changes | |
Unreimbursed Medical Expense Deduction Threshold Increased | Healthcare Reform: The Affordable Care Act Tax Provisions | Chapter 2: Personal Tax Changes | |
Unrelated Business Income | Taxation of Gifts, Estates and Fiduciaries | Lesson 4: Course Review – Part 4 | VIDEO |
Various Additional Business Taxes – Indoor Tanning Tax Part 1 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 14: Various Additional Business Taxes – Indoor Tanning Tax Part 1 | VIDEO |
Various Additional Business Taxes – Indoor Tanning Tax Part 2 | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 15: Various Additional Business Taxes – Indoor Tanning Tax Part 2 | VIDEO |
Various Additional Business Taxes – Medical Devices | Patient Protection and Affordable Care Act: Federal Tax Matter | Lesson 16: Various Additional Business Taxes – Medical Devices | VIDEO |
Various IRS Tax Codes | Duties, Restrictions, Sanctions and Penalties | Lesson 2: Diligence As To Accuracy and Reviews Various IRS Tax Codes – Part 2 | VIDEO |
What is Alimony? TCJA | Alimony Tax Planning TCJA | What is Alimony? | VIDEO |
What is Alimony? TCJA | Tax Planning for Alimony TCJA | What is Alimony? | VIDEO |
What is Cost | Capital Transactions | Lesson 1: What is Cost, Basis, Holding Periods, The Netting Process and Capital Gains Tax | VIDEO |
What is Coverage? | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season | Lesson 3: What is Coverage | VIDEO |
What is Coverage? | Patient Protection and Affordable Care Act of 2010 – Shared Responsibility Payment and Premium Tax Credit Provisions of The 2014 Tax Filing Season: Federal Tax Matter | Lesson 3: What is Coverage | VIDEO |