This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various types of retirement, pension, and annuity income. This course will cover reporting retirement income reported through Form(s) 1099-R, SSA-1099, RRB-1099-R and RRB-1099, among others. We will also discuss reporting requirements and practices for everything from contributions to and … Continue reading "UtPoIT - Retirement, Pensions, and Annuities Part 01"
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This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various types of retirement, pension, and annuity income. This course will cover reporting retirement income reported through Form(s) 1099-R, SSA-1099, RRB-1099-R and RRB-1099, among others. We will also discuss reporting requirements and practices for everything from contributions to and … Continue reading "UtPoIT - Retirement, Pensions, and Annuities Part 02"
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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 TY2025 season onwards. While the topic of rental income will be covered necessarily, the focus of the … Continue reading "UtPoIT - Passive and Portfolio Income"
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This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the fundamental principles of rental and royalty income for TY2025 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"
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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, CPA or Tax Attorney in the country and be able to do taxes in your sleep, but that does not translate to a successful tax … Continue reading "Pre-Season Tax Office Marketing Webinar"
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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 TY2025 onwards.
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