This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various types of pension and annuity income topics. In this class, we will discuss contributions, plan requirements, income reporting, and figuring the taxable amount of various types of pensions and annuities, among other things.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover claiming dependents and will highlight the numerous effects of dependents on the return, from intersectionality with filing status to the numerous credits available. This course covers TY2019 law, with some discussion on prior year tax treatment.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the usage and application of varying types of tax credits as they apply on individual returns, with focus on the TY2019 season. While this does cover credits described in more detail in other modules of this series, it is … Continue reading "UtPoIT – Tax Credits"

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the various tax benefits and credits associated with education as outlined primarily in IRS Publication 970. This course applies mostly to TY2019 tax law, but does contain some historical discussion.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the rules and requirements for recordkeeping while operating as a tax practitioner. This will touch on both general IRS rules and specific rules outlined in Circular 230.

This course - one of our "Understanding the Principles of Individual Taxation Series" courses - covers what happens when the return is complete. It will handle signature and recordkeeping requirements, filing deadlines, payments, payment arrangements, etc. for the TY2019 season and beyond, although pre-TY2019 law remains almost exactly the same.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the duties and responsibilities of practice before the IRS, as well as a 'how-to' description of the process when dealing with official IRS revenue agents, customer service staff, and others. We will clarify the distinction between full and limited … Continue reading "UtPoIT – Practice before the IRS"

In this course we will delve into the specifics of due diligence as it relates to the completion of Form 8867 and IRS' enhanced focus on tackling due diligence issues among paid preparers. While some discussion will be had on the ethical connections to the Circular 230, this course will primarily focus on a broader … Continue reading "Nuts and Bolts of Due Diligence"