TaxSpeaker

About Bob Jennings CPA, EA, CFP®

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Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

 

Upcoming Seminars

June 2018

Jun 25
1:00 PM EDT

IRA's, Roth's and Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2018 amounts.

Jun 25
10:00 AM EDT

Retirement Distributions, Penalties and Rollovers

Location: Webcast | Price: $108.00 | Hours: 2

This course discusses early distributions, penalty exceptions and Much more!

Jun 26
8:00 AM EDT

Social Security

Location: Salt Lake City, UT | Price: $279.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Jun 26
10:00 AM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Jun 26
10:00 AM EDT

Entity Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This multi-case study course examines entity conversions and provides forms, elections and checklists, including sample completed tax forms. Conversion cases...

Jun 26
1:00 PM EDT

Circular 230 Ethics

Location: Webcast | Price: $108.00 | Hours: 2

This ethics course is designed to provide real life, interesting cases to review current Circular 230 requirements. We also provide an update to the latest ...

Jun 27
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Salt Lake City, UT | Price: $279.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Jun 27
12:00 PM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Jun 27
9:00 AM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Jun 28
9:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Jun 28
10:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Jun 28
1:00 PM EDT

Depreciation & Amortization

Location: Webcast | Price: $108.00 | Hours: 2

This course has been totally updated for the new Section 179 rules, the new bonus depreciation rules; the new Qualified Improvement rule; and the new luxury ...

Jun 29
10:00 AM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

July 2018

Jul 02
9:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Jul 02
12:00 PM EDT

Choosing a Business Entity

Location: Webcast | Price: $108.00 | Hours: 2

The Choosing a Business Entity course includes in-depth discussion of the new law, the interaction of the new low C corporation tax rate and the 20% Flow thr...

Jul 10
11:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Jul 16
8:00 AM EDT

Tax Cuts & Jobs Act

Location: Anchorage, AK | Price: $0.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Jul 18
10:00 AM EDT

Practice Management

Location: Webcast | Price: $250.00 | Hours: 8

One of the most challenging courses ever taken, we jump right in to changing the outmoded and old fashioned billing practices many firms use. With letters, r...

Jul 18
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Jul 19
10:00 AM EDT

IRA's, Roth's and Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2018 amounts.

Jul 19
1:00 PM EDT

Retirement Distributions, Penalties and Rollovers

Location: Webcast | Price: $108.00 | Hours: 2

This course discusses early distributions, penalty exceptions and Much more!

Jul 19
9:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Jul 20
9:00 AM EDT

Employee or Independent Contractor

Location: Webcast | Price: $64.00 | Hours: 1

This course provides guidance for the types of employer-employee relationships and analyses tools for determining the difference. It then discusses potential...

Jul 20
9:00 AM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Jul 23
10:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Jul 23
1:00 PM EDT

C Corporations

Location: Webcast | Price: $118.00 | Hours: 3

The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, c ...

Jul 23
10:00 AM EDT

Health Savings Accounts

Location: Webcast | Price: $108.00 | Hours: 2

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowled...

Jul 25
9:00 AM EDT

Tax Planning for Individuals

Location: Webcast | Price: $250.00 | Hours: 8

This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and i...

Jul 26
1:00 PM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Jul 26
10:00 AM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Jul 26
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Jul 26
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Jul 30
12:00 PM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

Jul 30
10:00 AM EDT

Surtaxes

Location: Webcast | Price: $64.00 | Hours: 1

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this com...

Jul 30
8:00 AM EDT

Tax Cuts & Jobs Act

Location: Fargo, ND | Price: $0.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Jul 30
8:00 AM EDT

Tax Cuts & Jobs Act

Location: Fargo, ND | Price: $0.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Jul 31
2:00 PM EDT

Accountants Reports & Letters

Location: Webcast | Price: $108.00 | Hours: 2

This course provides the majority of the SSARS 21 compliant report and engagement letters for prepared, compiled and reviewed financial statements.

Jul 31
9:00 AM EDT

Compilations

Location: Webcast | Price: $149.00 | Hours: 4

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Jul 31
9:00 AM EDT

Social Security

Location: Webcast | Price: $250.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

August 2018

Aug 01
12:00 PM EDT

S Corporations- Built in Gains Tax

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics relating to Built-in Gains in regards to S Corporations. Specifically, this course includes: Calcula...

Aug 01
2:00 PM EDT

Choosing a Business Entity

Location: Webcast | Price: $108.00 | Hours: 2

The Choosing a Business Entity course includes in-depth discussion of the new law, the interaction of the new low C corporation tax rate and the 20% Flow thr...

Aug 01
8:00 AM EDT

Social Security

Location: Lincoln, NE | Price: $99.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Aug 01
8:00 AM EDT

Social Security

Location: Lincoln, NE | Price: $99.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Aug 02
8:00 AM EDT

Business Tax in Depth

Location: Blue Springs, MO | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Aug 02
9:00 AM EDT

Long Term Care

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics regarding Long Term Care. Specifically, this course includes: • What is Long-term care? • Who needs...

Aug 02
12:00 PM EDT

Corporate Formation Issues

Location: Webcast | Price: $108.00 | Hours: 2

This course begins with a comparison of the different types of business entities. It then moves to specific issues associated with forming a corporation incl...

Aug 06
1:00 PM EDT

Depreciation & Amortization

Location: Webcast | Price: $108.00 | Hours: 2

This course has been totally updated for the new Section 179 rules, the new bonus depreciation rules; the new Qualified Improvement rule; and the new luxury ...

Aug 06
8:00 AM EDT

Compilations

Location: Midwest City/Oklahoma City, OK | Price: $0.00 | Hours: 4

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Aug 07
10:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Aug 09
12:00 PM EDT

Entity Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This multi-case study course examines entity conversions and provides forms, elections and checklists, including sample completed tax forms. Conversion cases...

Aug 13
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Seattle, WA | Price: $0.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Aug 13
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Aug 13
11:00 AM EDT

Circular 230 Ethics

Location: Webcast | Price: $108.00 | Hours: 2

This ethics course is designed to provide real life, interesting cases to review current Circular 230 requirements. We also provide an update to the latest ...

Aug 14
9:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Aug 15
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Ft. Collins, CO | Price: $249.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Aug 15
9:00 AM EDT

Practice Management

Location: Webcast | Price: $250.00 | Hours: 8

One of the most challenging courses ever taken, we jump right in to changing the outmoded and old fashioned billing practices many firms use. With letters, r...

Aug 16
8:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Denver, CO | Price: $249.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Aug 16
9:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Aug 17
12:00 PM EDT

C Corporations

Location: Webcast | Price: $118.00 | Hours: 3

The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, c ...

Aug 17
9:00 AM EDT

Health Savings Accounts

Location: Webcast | Price: $108.00 | Hours: 2

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowled...

Aug 20
8:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Sarasota , FL | Price: $249.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Aug 20
9:00 AM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Aug 20
1:00 PM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Aug 21
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Sarasota, FL | Price: $249.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Aug 21
10:00 AM EDT

Tax Planning for Individuals

Location: Webcast | Price: $250.00 | Hours: 8

This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and i...

Aug 21
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Aug 22
9:00 AM EDT

Social Security

Location: Webcast | Price: $250.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Aug 23
8:00 AM EDT

Small Firm Excellence Retreat

Location: Lake Buena Vista, FL | Price: $695.00 | Hours: 16

We are excited to bring back this bi-annual conference held at the end of the summer every two years at Disney World. This year it will once again be held at...

Aug 23
10:00 AM EDT

Accountants Reports & Letters

Location: Webcast | Price: $108.00 | Hours: 2

This course provides the majority of the SSARS 21 compliant report and engagement letters for prepared, compiled and reviewed financial statements.

Aug 23
1:00 PM EDT

Compilations

Location: Webcast | Price: $149.00 | Hours: 4

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Aug 24
12:00 PM EDT

Employee or Independent Contractor

Location: Webcast | Price: $64.00 | Hours: 1

This course provides guidance for the types of employer-employee relationships and analyses tools for determining the difference. It then discusses potential...

Aug 27
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Indianapolis, IN | Price: $249.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Aug 27
1:00 PM EDT

IRA's, Roth's and Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2018 amounts.

Aug 27
10:00 AM EDT

Retirement Distributions, Penalties and Rollovers

Location: Webcast | Price: $108.00 | Hours: 2

This course discusses early distributions, penalty exceptions and Much more!

Aug 28
8:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Independence, OH | Price: $249.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Aug 28
1:00 PM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Aug 29
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Independence, OH | Price: $249.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Aug 29
10:00 AM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

Aug 30
9:00 AM EDT

Business Tax in Depth

Location: Jeffersonville, IN | Price: $379.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Aug 30
9:00 AM EDT

Business Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Aug 30
12:00 PM EDT

Surtaxes

Location: Webcast | Price: $64.00 | Hours: 1

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this com...

September 2018

Sep 04
9:00 AM EDT

Clergy Tax

Location: Jeffersonville, IN | Price: $109.00 | Hours: 2

This course reviews the preparation of tax returns for members of the clergy. It covers minister’s housing allowances, fringe benefits, ministerial expenses,...

Sep 04
9:00 AM EDT

Clergy Tax

Location: Webcast | Price: $108.00 | Hours: 2

This course reviews the preparation of tax returns for members of the clergy. It covers minister’s housing allowances, fringe benefits, ministerial expenses,...

Sep 04
12:00 PM EDT

Like Kind Exchanges

Location: Jeffersonville, IN | Price: $109.00 | Hours: 2

This course reviews the advantages and disadvantages of like kind exchanges. It reviews all 4 types of exchanges; the deferred exchange, the simultaneous ex...

Sep 04
12:00 PM EDT

Like Kind Exchanges

Location: Webcast | Price: $108.00 | Hours: 2

This course reviews the advantages and disadvantages of like kind exchanges. It reviews all 4 types of exchanges; the deferred exchange, the simultaneous ex...

Sep 05
9:00 AM EDT

Business Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 05
11:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Sep 06
9:00 AM EDT

S Corps from A-Z

Location: Jeffersonville , IN | Price: $249.00 | Hours: 8

Updated for the new law, this class guides participants through the formation rules and elections (and available late elections) required to be taxed as an S...

Sep 06
9:00 AM EDT

S Corps from A-Z

Location: Webcast | Price: $250.00 | Hours: 8

Updated for the new law, this class guides participants through the formation rules and elections (and available late elections) required to be taxed as an S...

Sep 07
10:00 AM EDT

S Corporations- Built in Gains Tax

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics relating to Built-in Gains in regards to S Corporations. Specifically, this course includes: Calcula...

Sep 07
9:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Sep 07
1:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Sep 17
10:00 AM EDT

IRA's, Roth's and Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2018 amounts.

Sep 17
1:00 PM EDT

Retirement Distributions, Penalties and Rollovers

Location: Webcast | Price: $108.00 | Hours: 2

This course discusses early distributions, penalty exceptions and Much more!

Sep 17
10:00 AM EDT

Practice Management

Location: Webcast | Price: $250.00 | Hours: 8

One of the most challenging courses ever taken, we jump right in to changing the outmoded and old fashioned billing practices many firms use. With letters, r...

Sep 17
8:00 AM EDT

Business Tax in Depth

Location: West Des Moines, IA | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 18
8:00 AM EDT

Business Tax in Depth-MAPA

Location: Plymouth/Minneapolis, MN | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 18
1:00 PM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Sep 18
10:00 AM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Sep 18
10:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Sep 19
8:00 AM EDT

Business Tax in Depth

Location: Wilsonville, OR | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 19
9:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Sep 20
8:00 AM EDT

Business Tax in Depth

Location: Post Falls, ID | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 20
9:00 AM EDT

Social Security

Location: Webcast | Price: $250.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Sep 20
10:00 AM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Sep 21
2:00 PM EDT

Accountants Reports & Letters

Location: Webcast | Price: $108.00 | Hours: 2

This course provides the majority of the SSARS 21 compliant report and engagement letters for prepared, compiled and reviewed financial statements.

Sep 21
9:00 AM EDT

Compilations

Location: Webcast | Price: $149.00 | Hours: 4

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Sep 24
8:00 AM EDT

Business Tax in Depth

Location: Albuquerque, NM | Price: $379.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 24
9:00 AM EDT

Tax Planning for Individuals

Location: Webcast | Price: $250.00 | Hours: 8

This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and i...

Sep 25
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Sep 25
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Sep 26
8:00 AM EDT

Business Tax in Depth

Location: Phoenix, AZ | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 26
8:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Frederick, MD | Price: $0.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Sep 26
10:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Sep 27
8:00 AM EDT

1041's for Trusts & Estates

Location: Frederick, MD | Price: $0.00 | Hours: 8

This course is written and taught by practicing attorney/CPA Charlie Slade and national trust and estate tax expert Bill Leonard CPA from the point of view o...

Sep 27
12:00 PM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

Sep 27
10:00 AM EDT

Business Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Sep 28
11:00 AM EDT

Surtaxes

Location: Webcast | Price: $64.00 | Hours: 1

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this com...

October 2018

Oct 01
8:00 AM EDT

Business Tax in Depth

Location: Ft. Collins, CO | Price: $379.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Oct 01
2:00 PM EDT

Employee or Independent Contractor

Location: Webcast | Price: $64.00 | Hours: 1

This course provides guidance for the types of employer-employee relationships and analyses tools for determining the difference. It then discusses potential...

Oct 02
1:00 PM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Oct 02
10:00 AM EDT

Choosing a Business Entity

Location: Webcast | Price: $108.00 | Hours: 2

The Choosing a Business Entity course includes in-depth discussion of the new law, the interaction of the new low C corporation tax rate and the 20% Flow thr...

Oct 03
8:00 AM EDT

Business Tax in Depth

Location: Pikesville, MD | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Oct 03
1:00 PM EDT

Long Term Care

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics regarding Long Term Care. Specifically, this course includes: • What is Long-term care? • Who needs...

Oct 03
10:00 AM EDT

Corporate Formation Issues

Location: Webcast | Price: $108.00 | Hours: 2

This course begins with a comparison of the different types of business entities. It then moves to specific issues associated with forming a corporation incl...

Oct 04
10:00 AM EDT

C Corporations

Location: Webcast | Price: $118.00 | Hours: 3

The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, c ...

Oct 04
1:00 PM EDT

Health Savings Accounts

Location: Webcast | Price: $108.00 | Hours: 2

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowled...

Oct 05
10:00 AM EDT

S Corporations- Built in Gains Tax

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics relating to Built-in Gains in regards to S Corporations. Specifically, this course includes: Calcula...

Oct 05
1:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Oct 17
10:00 AM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Oct 17
1:00 PM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Oct 18
8:00 AM EDT

Business Tax in Depth

Location: Williamsburg, VA | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Oct 18
10:00 AM EDT

Accountants Reports & Letters

Location: Webcast | Price: $108.00 | Hours: 2

This course provides the majority of the SSARS 21 compliant report and engagement letters for prepared, compiled and reviewed financial statements.

Oct 18
1:00 PM EDT

Compilations

Location: Webcast | Price: $149.00 | Hours: 4

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Oct 19
10:00 AM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

Oct 22
8:00 AM EDT

Tax Cuts and Jobs Act

Location: Lancaster, PA | Price: $0.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Oct 22
10:00 AM EDT

Business Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Oct 22
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Oct 23
8:00 AM EDT

Business Tax in Depth

Location: Ocean City, MD | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Oct 23
9:00 AM EDT

Tax Planning for Individuals

Location: Webcast | Price: $250.00 | Hours: 8

This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and i...

Oct 24
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Oct 24
10:00 AM EDT

Entity Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This multi-case study course examines entity conversions and provides forms, elections and checklists, including sample completed tax forms. Conversion cases...

Oct 24
1:00 PM EDT

Circular 230 Ethics

Location: Webcast | Price: $108.00 | Hours: 2

This ethics course is designed to provide real life, interesting cases to review current Circular 230 requirements. We also provide an update to the latest ...

Oct 25
8:00 AM EDT

Business Tax in Depth

Location: Fairfax, VA | Price: $0.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Oct 25
9:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Oct 25
9:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Oct 26
10:00 AM EDT

IRA's, Roth's and Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2018 amounts.

Oct 26
1:00 PM EDT

Retirement Distributions, Penalties and Rollovers

Location: Webcast | Price: $108.00 | Hours: 2

This course discusses early distributions, penalty exceptions and Much more!

Oct 29
8:00 AM EDT

1040 Tax in Depth

Location: Missoula, MT | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Oct 29
9:00 AM EDT

Social Security

Location: Webcast | Price: $250.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Oct 29
10:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Oct 30
9:00 AM EDT

Practice Management

Location: Webcast | Price: $250.00 | Hours: 8

One of the most challenging courses ever taken, we jump right in to changing the outmoded and old fashioned billing practices many firms use. With letters, r...

Oct 31
10:00 AM EDT

Surtaxes

Location: Webcast | Price: $64.00 | Hours: 1

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this com...

November 2018

Nov 01
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 01
10:00 AM EDT

Long Term Care

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics regarding Long Term Care. Specifically, this course includes: • What is Long-term care? • Who needs...

Nov 01
1:00 PM EDT

Corporate Formation Issues

Location: Webcast | Price: $108.00 | Hours: 2

This course begins with a comparison of the different types of business entities. It then moves to specific issues associated with forming a corporation incl...

Nov 02
10:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Nov 05
8:00 AM EDT

1040 Tax in Depth

Location: Fayetteville, AR | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 05
10:00 AM EDT

C Corporations

Location: Webcast | Price: $118.00 | Hours: 3

The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, c ...

Nov 05
1:00 PM EDT

Health Savings Accounts

Location: Webcast | Price: $108.00 | Hours: 2

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowled...

Nov 06
8:00 AM EDT

Federal Tax Update-Business & Individual-MAPA

Location: Plymouth/Minneapolis, MN | Price: $0.00 | Hours: 8

This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update and in...

Nov 06
8:00 AM EDT

1040 Tax in Depth

Location: Fargo, ND | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 06
9:00 AM EDT

Business Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Nov 06
11:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Nov 07
10:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 08
8:00 AM EDT

1040 Tax in Depth

Location: Ft. Collins, CO | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 08
11:00 AM EDT

S Corporations- Built in Gains Tax

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics relating to Built-in Gains in regards to S Corporations. Specifically, this course includes: Calcula...

Nov 08
2:00 PM EDT

Choosing a Business Entity

Location: Webcast | Price: $108.00 | Hours: 2

The Choosing a Business Entity course includes in-depth discussion of the new law, the interaction of the new low C corporation tax rate and the 20% Flow thr...

Nov 09
2:00 PM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Nov 09
10:00 AM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Nov 12
8:00 AM EDT

1040 Tax in Depth

Location: Independence, OH | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 12
8:00 AM EDT

1040 Tax in Depth

Location: Camp Hill, PA | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 12
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 13
8:00 AM EDT

1040 Tax in Depth

Location: Frederick, MD | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 13
10:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Nov 14
8:00 AM EDT

1040 Tax in Depth-MAPA

Location: St. Cloud, MN | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 14
9:00 AM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Nov 14
1:00 PM EDT

Depreciation & Amortization

Location: Webcast | Price: $108.00 | Hours: 2

This course has been totally updated for the new Section 179 rules, the new bonus depreciation rules; the new Qualified Improvement rule; and the new luxury ...

Nov 14
11:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 15
1:00 PM EDT

IRA's, Roth's and Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2018 amounts.

Nov 15
10:00 AM EDT

Retirement Distributions, Penalties and Rollovers

Location: Webcast | Price: $108.00 | Hours: 2

This course discusses early distributions, penalty exceptions and Much more!

Nov 16
9:00 AM EDT

Federal Tax Update-Business & Individual

Location: Jeffersonville, IN | Price: $249.00 | Hours: 8

This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update and in...

Nov 16
9:00 AM EDT

Federal Tax Update-Business & Individual

Location: Webcast | Price: $250.00 | Hours: 8

This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update and in...

Nov 19
8:00 AM EDT

1040 Tax in Depth

Location: Gaithersburg, MD | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 19
12:00 PM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

Nov 19
10:00 AM EDT

Social Security

Location: Webcast | Price: $250.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Nov 19
10:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Nov 20
10:00 AM EDT

Tax Planning for Individuals

Location: Webcast | Price: $250.00 | Hours: 8

This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and i...

Nov 20
9:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Nov 21
9:00 AM EDT

Federal Tax Update-Individual

Location: Jeffersonville, IN | Price: $249.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current year, as well as a detailed analyses of how ...

Nov 21
9:00 AM EDT

Federal Tax Update-Individual

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current year, as well as a detailed analyses of how ...

Nov 21
10:00 AM EDT

Circular 230 Ethics

Location: Webcast | Price: $108.00 | Hours: 2

This ethics course is designed to provide real life, interesting cases to review current Circular 230 requirements. We also provide an update to the latest ...

Nov 26
8:00 AM EDT

1040 Tax in Depth

Location: Wisconsin Dells, WI | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 26
9:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Nov 27
8:00 AM EDT

1040 Tax in Depth

Location: Midwest City/Oklahoma City, OK | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 27
10:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 27
1:00 PM EDT

Surtaxes

Location: Webcast | Price: $64.00 | Hours: 1

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this com...

Nov 28
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Nov 29
8:00 AM EDT

1040 Tax in Depth

Location: St. Louis, MO | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 29
8:00 AM EDT

1040 Tax in Depth

Location: Branson, MO | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Nov 29
9:00 AM EDT

Federal Tax Update-Business & Individual

Location: Webcast | Price: $250.00 | Hours: 8

This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update and in...

Nov 30
10:00 AM EDT

Federal Tax Update-Individual

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current year, as well as a detailed analyses of how ...

December 2018

Dec 03
9:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Dec 03
8:00 AM EDT

Federal Tax Update-Individuals & Business

Location: Louisville, KY | Price: $0.00 | Hours: 8

Day 1: Federal Tax Update Individuals Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current ye...

Dec 03
2:00 PM EDT

S Corporations- Built in Gains Tax

Location: Webcast | Price: $108.00 | Hours: 2

In this course you will learn about a variety of topics relating to Built-in Gains in regards to S Corporations. Specifically, this course includes: Calcula...

Dec 04
8:00 AM EDT

1040 Tax in Depth

Location: Baltimore, MD | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 04
10:00 AM EDT

Intro to Social Security

Location: Webcast | Price: $108.00 | Hours: 2

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an under...

Dec 04
1:00 PM EDT

Medicare

Location: Webcast | Price: $108.00 | Hours: 2

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Dec 04
11:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Dec 05
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 06
8:00 AM EDT

1040 Tax in Depth

Location: Indianapolis, IN | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 06
8:00 AM EDT

1040 Tax in Depth

Location: Trevose, PA | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 06
10:00 AM EDT

Federal Tax Update-Business & Individual

Location: Webcast | Price: $250.00 | Hours: 8

This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update and in...

Dec 07
1:00 PM EDT

Security Guide

Location: Webcast | Price: $118.00 | Hours: 3

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have t...

Dec 07
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Dec 10
8:00 AM EDT

1040 Tax in Depth

Location: Little Rock, AR | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 10
10:00 AM EDT

Business Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

In 2018 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C cor...

Dec 10
10:00 AM EDT

Depreciation & Amortization

Location: Webcast | Price: $108.00 | Hours: 2

This course has been totally updated for the new Section 179 rules, the new bonus depreciation rules; the new Qualified Improvement rule; and the new luxury ...

Dec 10
1:00 PM EDT

Choosing a Business Entity

Location: Webcast | Price: $108.00 | Hours: 2

The Choosing a Business Entity course includes in-depth discussion of the new law, the interaction of the new low C corporation tax rate and the 20% Flow thr...

Dec 11
8:00 AM EDT

1040 Tax in Depth

Location: Denver, CO | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 11
9:00 AM EDT

Social Security

Location: Webcast | Price: $250.00 | Hours: 8

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class a...

Dec 12
9:00 AM EDT

Federal Tax Update-Individual

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current year, as well as a detailed analyses of how ...

Dec 13
8:00 AM EDT

1040 Tax in Depth

Location: North Kansas City, MO | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 13
8:00 AM EDT

1040 Tax in Depth

Location: North Kansas City, KS | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 13
10:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 13
9:00 AM EDT

Tax Planning for Individuals

Location: Webcast | Price: $250.00 | Hours: 8

This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and i...

Dec 14
10:00 AM EDT

Entity Conversions

Location: Webcast | Price: $108.00 | Hours: 2

This multi-case study course examines entity conversions and provides forms, elections and checklists, including sample completed tax forms. Conversion cases...

Dec 17
8:00 AM EDT

1040 Tax in Depth

Location: Salt Lake City, UT | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 17
8:00 AM EDT

1040 Tax in Depth-MAPA

Location: Plymouth/Minneapolis , MN | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 17
10:00 AM EDT

Tax Cuts and Jobs Act

Location: Webcast | Price: $250.00 | Hours: 8

On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect ...

Dec 17
9:00 AM EDT

Federal Tax Update-Corporations & Partnerships

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as a detailed analyses o...

Dec 18
2:00 PM EDT

Surtaxes

Location: Webcast | Price: $64.00 | Hours: 1

This is a definitive guide on the Medicare and Net Investment Income surtax with dozens of examples, checklists and worksheets to help you navigate this com...

Dec 19
8:00 AM EDT

1040 Tax in Depth

Location: Sarasota, FL | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 19
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 19
10:00 AM EDT

Federal Tax Update-Individual

Location: Webcast | Price: $250.00 | Hours: 8

Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current year, as well as a detailed analyses of how ...

Dec 19
8:00 AM EDT

1040 Tax in Depth

Location: Pensacola, FL | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 20
2:00 PM EDT

Accountants Reports & Letters

Location: Webcast | Price: $108.00 | Hours: 2

This course provides the majority of the SSARS 21 compliant report and engagement letters for prepared, compiled and reviewed financial statements.

Dec 20
9:00 AM EDT

Compilations

Location: Webcast | Price: $149.00 | Hours: 4

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Dec 20
9:00 AM EDT

Technology

Location: Webcast | Price: $250.00 | Hours: 8

What do you say about a course that has been deemed "the best course I have ever taken?" It goes way beyond the "what-ifs" and actually covers, illustrates ...

Dec 21
9:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Dec 27
9:00 AM EDT

1040 Tax in Depth

Location: Jeffersonville, IN | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 27
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Dec 27
10:00 AM EDT

Preparations, Compilations & Review

Location: Webcast | Price: $250.00 | Hours: 8

Updated through SSARS 23, this course includes dozens of engagement letters, report letters and checklists designed specifically for small firms. Possibly Am...

Dec 27
1:00 PM EDT

C Corporations

Location: Webcast | Price: $118.00 | Hours: 3

The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, c ...

Dec 27
10:00 AM EDT

Health Savings Accounts

Location: Webcast | Price: $108.00 | Hours: 2

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowled...

Dec 28
9:00 AM EDT

Business Pension Plans

Location: Webcast | Price: $149.00 | Hours: 4

This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE ...

Dec 28
1:00 PM EDT

Circular 230 Ethics

Location: Webcast | Price: $108.00 | Hours: 2

This ethics course is designed to provide real life, interesting cases to review current Circular 230 requirements. We also provide an update to the latest ...

January 2019

Jan 032019
8:00 AM EDT

1040 Tax in Depth-MAPA

Location: Minnetonka/Minneapolis , MN | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 032019
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 072019
8:00 AM EDT

1040 Tax in Depth

Location: Tucson, AZ | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 072019
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Jan 082019
8:00 AM EDT

1040 Tax in Depth

Location: Hunt Valley, MD | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 082019
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 092019
8:00 AM EDT

1040 Tax in Depth

Location: Frederick, MD | Price: $0.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 102019
8:00 AM EDT

1040 Tax in Depth

Location: Sarasota , FL | Price: $379.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 142019
8:00 AM EDT

Federal Tax Update-Individuals & Business

Location: Lexington, KY | Price: $0.00 | Hours: 8

Day 1: Federal Tax Update Individuals Many firms wish to attend an annual update that covers all of the changes that affect individuals in the current ye...

Jan 142019
11:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 162019
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 222019
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Jan 292019
10:00 AM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

February 2019

Feb 052019
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Feb 062019
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...

Feb 112019
12:00 PM EDT

20% Flow Through QBI Deduction

Location: Webcast | Price: $108.00 | Hours: 2

This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income q...

Feb 122019
9:00 AM EDT

1040 Tax in Depth

Location: Webcast | Price: $342.00 | Hours: 16

Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the countr...