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On-demand workshop

Full Virtual Tax Season Update


You'll receive instructor-led session recordings and an e-book to complete the course on your own schedule.



Full Virtual Tax

Season Update


Full Virtual Tax

Season Update with

print book








Not a member



Textbook add on

Prefer not to print the handouts? During registration, select the rate with book and we'll ship it to you! The price with the book above does not include shipping or tax. Premium level members receive free shipping.


Sessions will include detailed, in-depth information on the most recent legislation, expiring provisions and IRS updates. We’ll be covering issues you’re likely to see in the 2025 tax season when preparing the 2024 tax returns for both individuals and businesses. 


Sessions will also cover today’s current trends in tax preparation and planning, as well as common situations in which you’ll need to be prepared to develop a tax strategy for your client. To help clarify the practical application of tax strategies, we’ll include examples that demonstrate how tax planning can be customized to meet the unique needs of different clients.


Upon completion of this course, you will be able to:

  • Analyze new tax laws and developments for individuals and businesses  

  • Determine the tax treatment of different sources of income  

  • Analyze the change in tax rules for certain credits and deductions   

  • Identify extended and expired tax provisions 

  • Identify when a taxpayer has missed depreciation  

  • Prepare Form 3115  

  • Outline the reporting requirements for an estate during the first year  

  • Determine when to file Form 706 to utilize DSUE portability  

  • Summarize the requirements for a home office deduction  

  • Prepare Form 8829  

  • Outline common S corporation issues including making a late S election, determining reasonable shareholder compensation and handling asset ownership issues   

  • Summarize common partnerships issues including W-2 wages incorrectly paid to partners, and the requirements and reporting procedures for unreimbursed partnership expenses (UPE) 

Course details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.


Course Year: 2024
Course Level: Update and Intermediate
Prerequisite: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: QAS Self Study

To earn CPE, you must make at least one attempt to answer each of the review questions included with the video. You also must successfully pass the course exam with a score of 70% or better. The course and exam will expire on Oct. 31, 2025.

How to earn CPE

Cancellation policy

Because this is an online education offering, it is nonrefundable.

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