This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the reporting of capital gains income due to everything from yard sales, business asset sales, stocks, cryptocurrency, and beyond for TY2020 onwards.

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 TY2020 tax law, but does contain some historical discussion.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various aspects of taxes outside the income tax and how they intersect with federal taxation. In this course, we will cover various types of payroll and other state and local taxes, especially in regards to FICA and Form W-4 … Continue reading "UtPoIT – Taxes, Estimates, and Withholding"

This course - one of our "Understanding the Principles of Individual Taxation" series - covers the treatment of deducting capital expenses through a process known as depreciation. Discussions include the use of Form 4562, thorough breakdowns of terminology, and similar treatments to depreciation like amortization. Included are also discussions on utilizing advanced forms of depreciation … Continue reading "UtPoIT – Capitalization"

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 TY2020 season and beyond, although pre-TY2020 law remains almost exactly the same.

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 - 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"

This course covers updates and changes to the tax law for the upcoming TY2020 tax season as outlined mainly inside Rev. Procedures 2019-44 and 2019-46. While some attention is given to discussion of the IRS' response to the COVID-19 pandemic; this course primarily covers content prior to the adoption of COVID-19-related tax law changes.

This course will cover tax law updates in regards to the IRS' response to the global COVID-19 pandemic. We will discuss the "stimulus" payments, PPP loans, and the IRS' People First Initiative, among other things. This course does have flexibility to be changed in terms of content as the IRS enforces or Congress/Treasury enacts new … Continue reading "Tax Law Updates: Taxes in the Time of COVID"