Available Seminars

2024 Seminars

2024 IRS Nationwide Tax Forum KEYNOTE ADDRESS

Field of study: Federal Tax Law Update (IRS); Taxes (NASBA)
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Bark and Bite: How the IRS Watchdog Protects You from Fraud and Scams

Field of study: Tax Law (IRS); Taxes (NASBA)
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Choosing Retirement Plan in SECURE 2.0 World

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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Circular 230 and the Lifecycle of a Practitioner Practicing Before the IRS

Field of study: Ethics (IRS); Ethics (NASBA)
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Circular 230: Professional Responsibility in Today’s Tax Practice

Field of study: Ethics (IRS); Ethics (NASBA)
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Digital Assets: What Tax Pros Should Know

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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E-Services and you

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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IRS Transformation and the Future Vision of the Agency

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Let’s Chat about What You Need to Know about Transcripts and How We Might Improve Them

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Mastering IRS Authorizations with Forms 2848 and 8821

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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New Online Features for Tax Pros: Do Business Faster and Easier with IRS Online

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Partnerships and Non-resident Alien Withholding

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Residential Energy and Clean Vehicle Credits

Field of study: Federal Tax Law Update (IRS); Taxes (NASBA)
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Retirement Plans and IRAs: Distribution and Repayment Options Under SECURE 2.0

Field of study: Federal Tax Law Update (IRS); Taxes (NASBA)
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Steering Clear of Mistakes - A Review of Refundable Credit Eligibility Rules

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Tax Law Changes for TY2024

Field of study: Federal Tax Law Update (IRS); Taxes (NASBA)
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Taxation of U.S. Citizens and Resident Aliens (Green Card Holders) Living Abroad

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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What Taxpayers Need to Know about Disaster Tax Relief

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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2023 Seminars

1099-K

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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A Potpourri of (Potentially Painful) Tax Professional Problems

Field of study: Ethics (IRS); Ethics (NASBA)
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Abusive Tax Avoidance Transactions

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Assist with Individual Taxpayer Identification Number (ITIN) Services; Become an Acceptance Agent

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Circular 230 and Ethics in Tax Practice: How You Can Stay Out of Trouble

Field of study: Ethics (IRS); Ethics (NASBA)
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Foreign Gift and Trust Reporting on Forms 3520 and 3520-A

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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IRS Strategic Operating Plan and Implementation

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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Identity Assurance - Identity Verification for Tax Professionals

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Identity Protection

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Keynote Address

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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Recent Developments in Foreign Withholding and Information Reporting

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Retirement Plan Distributions After SECURE 1.0 and SECURE 2.0

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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Sailing Through the Rules of Refundable Tax Credits

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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Tax Law Changes for TY2023

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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Taxable Transactions with Digital Assets

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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The New Schedules K-2 and K-3 and Form 1116, Foreign Tax Credit and Reporting Items from Schedule K-3 on Form 1040-NR, U.S. Nonresident Alien Income Tax Return

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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The Taxpayer Experience with IRS Independent Office of Appeals

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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What You Need to Know About the Information Returns Intake System

Field of study: Tax Law Update (IRS); Taxes (NASBA)
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2022 Seminars

The Fundamentals and Tax Treatment of Digital Assets/Virtual Currency

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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e-Services and You

Field of study: Federal Tax Law (IRS); Taxes (NASBA)
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2022 Audit-Only Seminars

Advocating for Taxpayers Who Receive Collection Notices

Field of study: Federal Tax Law (IRS)
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Cambios en la ley tributaria para el año tributario 2022

Field of study: Tax Law Update (IRS)
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Deeper Dive into Emerging Cyber Crimes and Crypto Tax Compliance - ENGLISH

Field of study: Federal Tax Law (IRS)
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Filtración de información de profesionales de impuestos y cómo los profesionales de impuestos pueden protegerse a sí mismos

Field of study: Federal Tax Law (IRS)
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Helping You and Your Clients Steer Clear of Fraud and Scams

Field of study: Federal Tax Law (IRS)
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Inmersión Profunda en Delitos Cibernéticos Emergentes y el Cumplimiento de Impuestos en Criptomonedas

Field of study: Federal Tax Law (IRS)
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Keynote Address

Field of study: Federal Tax Law (IRS)
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Looking to Tax Year 2022: American Rescue Plan Tax Changes to the Earned Income Tax Credit and Other Child-Related Credits

Field of study: Tax Law Update (IRS)
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Obligaciones de Responsabilidad Profesional al practicar delante del IRS: OPR y la Circular 230

Field of study: Ethics (IRS)
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Professional Responsibility: Procedures to Ensure Compliance in Times of Change - Advanced Level

Field of study: Ethics (IRS)
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Tax Credits for Individuals Residing Outside the United States

Field of study: Federal Tax Law (IRS)
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Tax Law Changes for TY2022 (Formerly: Tax Law Changes from a Forms Perspective – ENGLISH)

Field of study: Tax Law Update (IRS)
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Tax Professional Data Breaches and How Tax Pros Can Protect Themselves – ENGLISH

Field of study: Federal Tax Law (IRS)
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Tax-Exempt Organizations, Charities and Nonprofits Update

Field of study: Federal Tax Law (IRS)
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Understanding and Combating Return Preparer Fraud

Field of study: Federal Tax Law (IRS)
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Available Seminars

2024 IRS Nationwide Tax Forum KEYNOTE ADDRESS

Bark and Bite: How the IRS Watchdog Protects You from Fraud and Scams

Choosing Retirement Plan in SECURE 2.0 World

Circular 230 and the Lifecycle of a Practitioner Practicing Before the IRS

Circular 230: Professional Responsibility in Today’s Tax Practice

Digital Assets: What Tax Pros Should Know

E-Services and you

IRS Transformation and the Future Vision of the Agency

Let’s Chat about What You Need to Know about Transcripts and How We Might Improve Them

Mastering IRS Authorizations with Forms 2848 and 8821

New Online Features for Tax Pros: Do Business Faster and Easier with IRS Online

Partnerships and Non-resident Alien Withholding

Residential Energy and Clean Vehicle Credits

Retirement Plans and IRAs: Distribution and Repayment Options Under SECURE 2.0

Steering Clear of Mistakes - A Review of Refundable Credit Eligibility Rules

Tax Law Changes for TY2024

Taxation of U.S. Citizens and Resident Aliens (Green Card Holders) Living Abroad

What Taxpayers Need to Know about Disaster Tax Relief

1099-K

A Potpourri of (Potentially Painful) Tax Professional Problems

Abusive Tax Avoidance Transactions

Assist with Individual Taxpayer Identification Number (ITIN) Services; Become an Acceptance Agent

Circular 230 and Ethics in Tax Practice: How You Can Stay Out of Trouble

Foreign Gift and Trust Reporting on Forms 3520 and 3520-A

IRS Strategic Operating Plan and Implementation

Identity Assurance - Identity Verification for Tax Professionals

Identity Protection

Keynote Address

Recent Developments in Foreign Withholding and Information Reporting

Retirement Plan Distributions After SECURE 1.0 and SECURE 2.0

Sailing Through the Rules of Refundable Tax Credits

Tax Law Changes for TY2023

Taxable Transactions with Digital Assets

The New Schedules K-2 and K-3 and Form 1116, Foreign Tax Credit and Reporting Items from Schedule K-3 on Form 1040-NR, U.S. Nonresident Alien Income Tax Return

The Taxpayer Experience with IRS Independent Office of Appeals

What You Need to Know About the Information Returns Intake System

The Fundamentals and Tax Treatment of Digital Assets/Virtual Currency

e-Services and You

Advocating for Taxpayers Who Receive Collection Notices

Cambios en la ley tributaria para el año tributario 2022

Deeper Dive into Emerging Cyber Crimes and Crypto Tax Compliance - ENGLISH

Filtración de información de profesionales de impuestos y cómo los profesionales de impuestos pueden protegerse a sí mismos

Helping You and Your Clients Steer Clear of Fraud and Scams

Inmersión Profunda en Delitos Cibernéticos Emergentes y el Cumplimiento de Impuestos en Criptomonedas

Keynote Address

Looking to Tax Year 2022: American Rescue Plan Tax Changes to the Earned Income Tax Credit and Other Child-Related Credits

Obligaciones de Responsabilidad Profesional al practicar delante del IRS: OPR y la Circular 230

Professional Responsibility: Procedures to Ensure Compliance in Times of Change - Advanced Level

Tax Credits for Individuals Residing Outside the United States

Tax Law Changes for TY2022 (Formerly: Tax Law Changes from a Forms Perspective – ENGLISH)

Tax Professional Data Breaches and How Tax Pros Can Protect Themselves – ENGLISH

Tax-Exempt Organizations, Charities and Nonprofits Update

Understanding and Combating Return Preparer Fraud