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On-Demand Workshop

Full Virtual Tax Season Update On-Demand Workshop

16 CPE for AFSP, EA, CPA, CRTP

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

Fees

Premium

Full Virtual Tax

Season Update

$0

Full Virtual Tax

Season Update with

print book

$84

Professional

$345

Basic

$447

$429

$553

Not a member

$473

$583

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.

Summary

Find out the latest tax law changes, guidance and forms that include real-life examples. Taught by a team of instructors using hands-on learning tools, this event provides detailed, in-depth information on the most recent legislation – including how to handle payments due to the Social Security Fairness Act, expiring provisions, digital tools to help clients stay compliant and IRS updates – leaving the tax professional feeling confident to serve clients. The course covers issues a tax preparer will likely see in the 2026 tax season when preparing 2025 tax returns for both individuals and businesses. 

​Additionally, topics will cover today’s current trends in tax preparation and planning, as well as common situations in which tax professionals need to be prepared to develop a tax strategy for their client. To help clarify the practical application of tax strategies, examples will be included that demonstrate how tax planning can be customized to meet the unique needs of different clients. 

Objectives

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 the different methods for optimizing retirement savings  

  • Outline the pros and cons of converting a traditional IRA to a Roth IRA  

  • Summarize the tax implications of employing family members, including children and spouses  

  • Define self-rental and list tax planning opportunities  

  • Identify the default tax treatment of LLCs and the process for electing S corporation status  

  • Outline the various methods for funding an LLC and compensating the members  

  • Summarize how partnerships and S corporations handle contributions, loans and basis calculations  

  • Outline the options for adding owners to a partnership or a S corporation  

Course details

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

 

Course Year: 2025
Course Level: Update and Intermediate
Prerequisite: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: QAS Self Study

How to earn CPE

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, 2026.

Cancellation policy

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

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