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 … 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 … 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 … Continue reading "UtPoIT - Capital Gains, Asset Sales, and Stocks"

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 … Continue reading "Conference call: Preparing now for the coming tax season!"