This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various types of passive and portfolio income, primarily through reporting interest, dividends, and utilizing Schedules K-1 through the Schedule E for the TY2024 season onwards. While the topic of rental income will be covered necessarily, the focus of the … Continue reading "UtPoIT - Passive and Portfolio Income"

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the fundamental principles of rental and royalty income for TY2024 and how it is reported primarily through the Schedule E. Detailed discussion over income and taxation types, active and material participation, deduction and loss limits, recordkeeping, and more will … Continue reading "UtPoIT - Rental and Royalty Income"

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, virtual currency, and beyond for TY2024 onwards.

Marketing is often a second thought when starting your own tax prep business; when the truth is, it should be the first! You can be the best tax preparer, EA, or CPA in the country and be able to do taxes in your sleep, but that does not translate to a successful tax practice without … Continue reading "Pre-Season Tax Office Marketing Webinar"

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 TY2024 tax law, but does contain some historical discussion.

Conference call covering important early preseason items for running your tax office for the coming season. We will be covering what you should be doing now to help ensure a smooth tax season this coming January. This call is targeted toward both New and Returning tax office partners with Federal Direct and will touch on … Continue reading "Conference call: Preparing now for the coming tax season!"