On-Demand Workshop

Trending Topics and Tax Strategies On-Demand Workshop

8 CPE for AFSP, EA, CPA, CRTP

You'll receive instructor-led sessions and e-book to be completed on your own schedule.

Fees

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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

These 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:

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: 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, 2026.

How to earn CPE

Cancellation policy

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