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"

This course will cover in detail the filing procedures for completing US tax returns for undocumented aliens. We will cover best practices when applying for W7s for Taxpayers, Spouses, and dependents. We will take a look at multiple preparation scenarios from varying levels of tax office certifications, including the Certifying Acceptance Agent designation. We will … Continue reading "ITINs – Hands on with the Preparation and Filing Process"

In this course, we will run through the ins and outs of the IRC's shiniest business feature; Section 199A. This provision allows for deductions against taxable income for a wide array of non-corporate filers and is one of the 'hottest' topics in tax discussion. Definitions, explanations, and examples will be provided to get your office … Continue reading "TCJA – QBI Deductions and Section 199A"