MYCPE ONE

Lacerte End-to-End Tax Preparation Program

Forms 1040, 1065, 1120 & 1120S

certificate
1904

Enrollments

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Published on May, 2026
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Multiple

Qualifications 

52

Credits

52 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Struggling to manage complex tax returns across multiple entities in Lacerte? 
This Practical Training Program is designed for tax associates, staff accountants, and early-career professionals working with individual and business returns. The course builds hands-on skills across 1040, 1065, 1120, and 1120S filings, improving accuracy, workflow efficiency, and confidence from initial setup through final e-filing.

Get Deeper Understanding of:
  • How different tax entities are structured within Lacerte.
  • The logic behind schedule flow and data dependencies.
  • Where accuracy risks typically arise in complex returns.
  • What Lacerte diagnostics signal about return quality.
  • How filing readiness is determined before submission.
Recommended For:
  • CPAs and Enrolled Agents seeking advanced, hands-on expertise in preparing individual and business tax returns using Lacerte, beyond beginner-level software or form-specific training.
  • Tax professionals, staff accountants, and preparers involved in preparing or reviewing Form 1040, 1065, 1120, and 1120S returns who want to strengthen accuracy and workflow efficiency.
  • Individuals looking to develop practical, end-to-end tax preparation skills applicable to real-world multi-entity tax engagements.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

1040 Setup: Initial Input & Configuration in LacerteForm 1040 Essentials with Lacerte for Individual Tax ReturnsWages & Income (Non-Schedule C) in Lacerte for 1040Schedule C: Profit & Loss from Business with Lacerte in 1040Schedule E: Lacerte 1040 Rent & Royalty IncomeAdjustments for 1040 in Lacerte: Above-the-Line DeductionsAmended 1040 Returns with LacerteItemized Deductions, Due Diligence & Error Clearing in Lacerte for 10401040 Initial Draft, Review, Client Review & E-Filing in LacerteK-1s' Reporting in Lacerte for 1040 Partnership & S-Corp Income1065 Initial Setup & Basic Information Input in LacerteForm 1065 Essentials in Lacerte for Partnership ReturnsIncome & Deductions in Lacerte for 1065 (Including Cost of Goods Sold)Form 1065: Ownership Information, Security & E-Filing Selections in LacerteSchedule L (Balance Sheet) & Schedules M for 1065 Returns in LacerteSchedules K, K-1 and Basis Reporting with Lacerte for Form 1065Schedule D, Form 4562 & Form 8825 Rental Real Estate for 1065 in Lacerte Tax SoftwareFrom Draft to Filing in Lacerte: 1065 Review, Client Review & E-FilingForm 1065 Amended Returns in LacerteForm 1120 Essentials with Lacerte for Corporate Tax ReturnsForm 1120 in Lacerte: Setup & Basic Information EntryIncome and Deductions in Form 1120 with Lacerte (Including Cost of Goods Sold)Schedule L (Balance Sheet) and Schedules M for Form 1120 in LacerteSchedule K and Electronic Filing for Form 1120 Using LacerteForm 1120: Schedule D, Form 4562, and Key Credit Overview with LacerteHandling Foreign Information Reporting for Form 1120 in LacerteAmended Returns for Form 1120 with Lacerte: Process & Best PracticesForm 1120: Review Process and E-Filing Essentials in LacerteFrom 1120S: E-Filing and Review in Lacerte Tax SoftwareForm 1120S Essentials in Lacerte for S Corporation ReturnsSchedule D, Form 4562, and Credits in Lacerte for Form 1120SSchedules K, K-1 and Basis in Lacerte for Form 1120SForm 1120S: Understanding Lacerte Schedule L (Balance Sheet) and Schedules MForm 1120S: Ownership, Security, and E-Filing Selections Using LacerteForm 1120S: Income, Deductions, and Cost of Goods Sold Explained with LacerteForm 1120S in Lacerte: Getting Started with Setup & Basic InformationAmended Returns in Form 1120S with Best Practices in LacerteLacerte Tax Software: Comprehensive Walkthrough of Key Functionalities
Course Title Time Credits Learning Format
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02615) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02615) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03135-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify key IRS guidelines applicable to Form 1040 preparation.
  • Assess the role of accuracy and attention to detail in ensuring compliance and efficiency.
  • Apply foundational setup techniques to prepare individual tax returns using Lacerte.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02739) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02739) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03264-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Discuss the structure and purpose of Form 1040 and schedules.
  • Identify key income types, adjustments, and credits within individual returns.
  • Prepare for advanced individual tax modules using foundational 1040 concepts.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02747) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02747) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03272-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Evaluate the importance of accuracy and classification in income reporting.
  • Assess how different income sources impact Form 1040 preparation.
  • Apply income input techniques to ensure compliance and efficiency in tax preparation.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02746) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02746) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03271-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule C reporting.
  • Explain the structure and components of Schedule C.
  • Apply Schedule C input techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02745) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02745) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03270-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule E reporting.
  • Assess the impact of passive activity rules on reporting outcomes.
  • Apply Schedule E input techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02743) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02743) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03268-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to above-the-line deductions.
  • Assess the impact of adjustments on taxable income.
  • Apply adjustment input techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02740) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02740) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03265-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify situations that require filing an amended return.
  • Assess e-filing and tracking processes for amended returns.
  • Apply amendment techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02742) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02742) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03267-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to itemized deductions.
  • Assess the role of diagnostics in identifying and clearing errors.
  • Apply deduction and compliance techniques using Lacerte software.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02741) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02741) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03266-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify the stages involved in drafting and reviewing a tax return.
  • Explain the importance of client review and validation.
  • Apply final review and e-filing techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02744) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02744) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03269-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to K-1 reporting.
  • Assess the impact of passive activity and loss limitation rules.
  • Apply K-1 input techniques using Lacerte software.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02625) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02625) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03145-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Form 1065.
  • Assess engagement letter requirements and documentation practices.
  • Apply foundational setup techniques for partnership returns.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02738) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02738) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03263-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Discuss the structure, flow, and filing requirements of Form 1065.
  • Identify key income, deduction, and capital account reporting elements.
  • Explore Lacerte tools for partnership setup, diagnostics, and partner reporting.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02735) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02735) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03260-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to partnership income and deductions.
  • Assess the impact of income and deductions on partnership reporting.
  • Apply income and deduction input techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02734) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02734) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03259-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify ownership reporting requirements for Form 1065.
  • Explain the role of Schedule K-1 in ownership allocation.
  • Apply ownership and e-filing techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02733) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02733) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03258-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule L and Schedules M.
  • Assess reconciliation techniques and compliance requirements.
  • Apply Schedule L and M input techniques using Lacerte software.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02732) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02732) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03257-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Evaluate partner basis calculations and adjustments.
  • Assess compliance requirements for K-1 reporting.
  • Apply Schedule K, K-1, and basis input techniques using Lacerte software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02731) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02731) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03256-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Evaluate depreciation methods including MACRS and Section 179.
  • Assess rental real estate income and expense reporting.
  • Apply reporting techniques using Lacerte software.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02730) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02730) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03255-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify the stages involved in drafting and reviewing a 1065 return.
  • Explain the importance of client review and validation.
  • Analyze adjustments required before final submission.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02729) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02729) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03254-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify situations that require filing an amended Form 1065.
  • Explain the structure and purpose of Form 1065-X.
  • Analyze changes between original and corrected partnership returns.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02737) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02737) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03262-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Discuss the structure, flow, and filing requirements of Form 1120.
  • Identify key income, deduction, and tax computation elements for corporate returns.
  • Explore Lacerte tools for corporate setup, diagnostics, and electronic filing.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02633) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02633) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03153-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Form 1120.
  • Explain corporate filing requirements and deadlines.
  • Apply foundational setup techniques for corporate tax returns.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02728) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02728) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03253-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to corporate income and deductions.
  • Explain the structure of income reporting in Form 1120.
  • Analyze cost of goods sold and inventory valuation methods.
1.50 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02727) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02727) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03252-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule L and Schedules M.
  • Explain the purpose of balance sheet and reconciliation schedules.
  • Analyze differences between book income and taxable income.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02726) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02726) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03251-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule K and Form 1125-E.
  • Explain the purpose of Schedule K and corporate disclosures.
  • Analyze officer compensation reporting requirements.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02725) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02725) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03250-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to capital gains, depreciation, and credits.
  • Explain the reporting structure of Schedule D and Form 4562.
  • Analyze asset dispositions and depreciation methods.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02724) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02724) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03249-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS and FinCEN requirements for foreign reporting.
  • Explain the purpose and filing requirements of Form 5472 and FBAR.
  • Analyze foreign ownership structures and related-party transactions.
1.50 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02722) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03247-26-S) 1.5 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02722) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03247-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03247-26-S) 1.5 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify situations that require filing an amended Form 1120.
  • Explain the structure and purpose of Form 1120-X.
  • Analyze differences between original and corrected returns.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02723) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02723) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03248-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify the stages involved in drafting and reviewing a Form 1120 return.
  • Explain the importance of client review and validation.
  • Analyze adjustments required before final submission.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02716) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02716) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03241-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify the stages involved in drafting and reviewing a Form 1120S return.
  • Explain the importance of client review and validation.
  • Analyze adjustments required before final submission.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02736) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02736) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03261-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Discuss the structure and data flow of Form 1120S returns.
  • Explore Lacerte input screens, diagnostics, and e-file workflow for S corporations.
  • Explain key compliance updates affecting S corporation reporting requirements.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02717) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02717) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03242-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to capital gains, depreciation, and credits.
  • Explain the reporting structure of Schedule D and Form 4562.
  • Analyze asset dispositions and depreciation methods.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02718) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02718) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03243-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule K and K-1.
  • Explain allocation of income, deductions, and credits.
  • Analyze stock and debt basis calculations.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02719) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02719) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03244-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule L and Schedules M.
  • Explain the purpose of balance sheet and reconciliation schedules.
  • Analyze differences between book income and taxable income.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02720) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02720) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03245-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Schedule B and Form 1125-E.
  • Explain shareholder and officer reporting requirements.
  • Analyze ownership structures and compensation disclosures.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02721) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02721) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03246-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to income and deductions for Form 1120S.
  • Explain gross receipts, returns, and net income reporting.
  • Analyze cost of goods sold and inventory accounting methods.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02641) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02641) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03161-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify IRS guidelines related to Form 1120S.
  • Explain S corporation filing requirements and deadlines.
  • Analyze the setup process for a new 1120S client in Lacerte.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02715) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02715) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03240-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
On Demand (video)
  • Identify situations that require filing an amended Form 1120S.
  • Explain the structure and filing process of amended returns.
  • Analyze differences between original and corrected filings.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02212) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02212) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02725-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Discuss the overall layout, navigation tools, and user interface.
  • Identify methods to create and manage individual and business returns.
  • Explore error-checking features to maintain compliance with filing requirements.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Gregory Holzel

Gregory Holzel

Owner, GT Financials PLLC

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.


Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.


Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.


Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.


Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.


Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.


Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

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Frequently Asked Questions

This Practical Training Program covers advanced tax preparation using Lacerte across individual and business returns. It includes client setup, income and deduction reporting, Schedule C, E, and K-1 reporting, partnership and S corporation filings, corporate returns, basis tracking, depreciation, credits, amendments, and electronic filing. The program focuses on how these components work together across Form 1040, 1065, 1120, and 1120S filings.

This Practical Training Program helps you build practical, job-ready skills for handling complex tax returns in Lacerte. You will gain hands-on experience understanding multi-entity workflows, schedule relationships, and filing requirements, enabling you to prepare more accurate, review-ready returns. These skills improve efficiency, reduce rework, and support greater confidence when managing individual and business tax engagements.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
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1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

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