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IRS Tax Awareness Series

  • CPE/CE Approved Courses on Latest Tax Updates, Individual & Business Tax, IRS Representation

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CPE Courses for Professionals
Retirement Planning
PREMIUM
premium
Retire Right: Mastering the Art of Holistic Financial Planning
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • CIPM
  • ChSNC
Safe Harbor Rules
PREMIUM
premium
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
IRC 121
PREMIUM
premium
IRC Section 121 and the Primary Residence
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • ChSNC
Tax Compliance
PREMIUM
premium
Laws, Compliance, and Trends in Sales/Use Tax Economic Nexus
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA
Roth Conversions
PREMIUM
premium
Roth Conversions
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • ChSNC
Common IRS Forms
PREMIUM
premium
Common IRS Forms Received and Filed by IRA Holders
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Church Retirement
PREMIUM
premium
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Payroll Taxes
PREMIUM
premium
Unpaid Payroll Taxes: The Quickest Way to Prison
  • CPA (US)
  • EA
  • AFSP
  • SHRM - CP
  • CRTP
  • PHR
  • CPP
  • SPHR
  • SHRM - SCP
  • FPC
  • HRCI - aPHR
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • PHRca
  • SPHRi
  • PHRi
  • HRCI - aPHRi
  • GPHR
  • LTC
  • IA LPA
  • ME LPA
RMD
PREMIUM
premium
Required Minimum Distributions
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
State Tax
PREMIUM
premium
State Tax Compliance through the MTC Multistate Voluntary Disclosure Program
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA
Retirement Planning
PREMIUM
premium
Traditional and Roth IRA Distribution, Taxation and Withholding
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • CAP
  • CIPM
  • ChSNC
Estate Planning
PREMIUM
premium
The Power and Essentials of Estate Planning
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • CIPM
  • ChSNC