Our Courses

Learn how to choose the right business entity for small businesses in this comprehensive course. Covers the different types of business entities, factors to consider when choosing an entity, and how See More

Learn how to choose the right business entity for small businesses in this comprehensive course. Covers the different types of business entities, factors to consider when choosing an entity, and how See More

It’s the much-anticipated Mid-Year Update from Doug Stives! If you want to make changes with your clients, if you want them to get the refund they expect, then make sure to attend! See More

It’s the much-anticipated Mid-Year Update from Doug Stives! If you want to make changes with your clients, if you want them to get the refund they expect, then make sure to attend! See More

Fulfill the Annual Filing Season Program requirements with your choice of IRS-Approved courses. The 6-hour Annual Federal Tax Refresher and 2 hours of ethics are included. YOU choose the rest. See More

You choose the IRS-approved courses to stay on top of 2023 tax changes. 3 hours of Federal Tax Law Updates and 2 hours of ethics are included, so you choose 10 hours of Federal Tax Law Related Topics! See More

Stay on top of tax changes with our IRS-approved 15-hour Exempt AFSP Package for tax preparers! Covering all significant changes and topics, including federal tax law updates, estate planning, entity See More

Prepare for the Annual Filing Season Program with our IRS-approved 18-hour continuing education package. It includes 6 hours of the Annual Federal Tax Refresher and topics, including estate planning, See More

This Continuing Education Package contains 24 Hours of IRS-approved courses that will provide you the minimum required credit hours for your Enrolled Agent Credential. This course package is See More

This course covers the filing requirements for US citizens living abroad, including the foreign-earned income exclusion and the foreign tax credit. Plus, learn about information for military See More

This course covers the filing requirements for US citizens living abroad, including the foreign-earned income exclusion and the foreign tax credit. Plus, learn about information for military See More

Learn about the latest tax changes and how to protect your clients from traps and tricks with the 2023 Tax Laws: What Will Congress Do Next? course. This course is designed for tax preparers who want See More

Learn about the most important deductions and credits that you can claim for your clients on their 2023 tax returns. This course covers all of the major changes to the tax code for 2023, and it See More

This course covers how to determine residency for federal tax purposes, report the income of NRAs, and make appropriate entries on Form 1040-NR. Plus, learn about available elections and tax credits, See More

Learn how to report the Generation-skipping Tax (GST) in this course. We will cover the historical background of the GST, identifying related, unrelated, and entity skip “persons,” applying the See More

Learn about Income in Respect of a Decedent (IRD) and how to report it for tax purposes. This course will cover the definition of IRD, the types of income that are considered IRD, how to calculate See More

Learn how to value assets for tax purposes in this informative webinar. We will cover various valuation methodologies, charitable contributions, art appraisals, fraudulent schemes, and what makes an See More

This course covers how to determine residency for federal tax purposes, report the income of NRAs, and make appropriate entries on Form 1040-NR. Plus, learn about available elections and tax credits, See More

Learn how to create effective engagement letters that protect you from malpractice and put your client relationships on solid footing. This course will provide you with the tools and resources you See More

Learn how to create effective engagement letters that protect you from malpractice and put your client relationships on solid footing. This course will provide you with the tools and resources you See More

Stay up to date on the latest tax laws and regulations with this comprehensive course, taught by experts. This course covers ethics, federal tax law updates, federal tax law-related topics, and See More

Stay on top of tax changes with our 75-hour CTEC-approved course package for tax professionals. Expert insight from top industry leaders covers federal tax law updates, estate planning, entity See More

Stay on top of tax changes with our CTEC-approved 15-Hour course package for tax professionals. Expert insight from top industry leaders covers federal tax law updates, estate planning, entity See More

3-hour course covers 2023 tax law changes and updates, including tax brackets, tax credits, depreciation, worker classification, and bankruptcy. Learn how the changes affect you and your clients. See More

Learn the latest updates for 2023 and how to comply with Circular 230. This course covers conflict of interest, ethical responsibilities, obligations, and penalties, with real-life case examples. See More

This course covers tax rate updates, Qualified Business Income deductions, IRS issues, tax credits, deductions, what the inflation reduction act of 2022 has changed, S Corp updates, and more. Plus, See More

This course will share the most asked questions and answers among tax preparers, including important filing deadlines, tax refund questions, tax payment information, home office deductions, IRA info, See More

Learn the pros and cons of business entities and the tax advantages of each, plus learn how to minimize real estate taxes for your clients with this 2-hour course. See More

Get updated with the latest tax changes in 2023 and learn about essential credits and deductions, including Child Tax Credits, Charitable donations, electric vehicles, alimony, and more. See More

Estate planning is important for everyone, not just the wealthy. Tax preparers should learn the basics of estate planning to help their clients save money and protect their assets. This course will See More

This course will teach you about tax credits and deductions, including the difference between them, how to claim them, and which ones may apply to your clients. It will also cover Form 1040 and its See More

In this webinar, Doug Stives will review common tax return mistakes and missed opportunities, such as deductions, credits, dependents, medical dependents, depreciation, carry forwards, carrybacks, See More

Maintain your Enrolled Agent Credential with our IRS-approved package of 16 hours of HD video courses. Top presenters cover cutting-edge topics in Federal Tax Law, Ethics, Estate Planning, and more, See More

In this course, Doug Stives will review common tax return mistakes and missed opportunities, such as deductions, credits, dependents, medical dependents, depreciation, carry forwards, carrybacks, tax See More

This course will teach you about tax credits and deductions, including the difference between them, how to claim them, and which ones may apply to your clients. It will also cover Form 1040 and its See More

Estate planning is important for everyone, not just the wealthy. Tax preparers should learn the basics of estate planning to help their clients save money and protect their assets. This course will See More

Get updated with the latest tax changes in 2023 and learn about essential credits and deductions, including Child Tax Credit, Dependent Care Credit, Charitable donation deductions, form 2106, See More

This course covers business entity selection, real estate tax laws, limited liability companies, sole proprietorships, general partnerships, limited partnerships, series LLCs, subchapter s See More

This course will share the most asked questions and answers among tax preparers, including important filing deadlines, tax refund questions, tax payment information, home office deductions, IRA info, See More

2023: Earn More for Your Cleanup Projects: Increase Profits, Improve Efficiency, and Reduce Stress Once tax season is over, it’s time to reflect on what went right and what could be done better. See More

This course covers tax rate updates, Qualified Business Income deductions, IRS issues, tax credits, deductions, what the inflation reduction act of 2022 has changed, S Corp updates, and more. Plus, See More

Prepare for the Annual Filing Season Program with our IRS-approved 18-hour continuing education package. It includes 6 hours of the Annual Federal Tax Refresher and topics, including estate planning, See More

Stay on top of tax changes with our IRS-approved 15-hour course package for tax preparers! Expert insight from top industry leaders, including Dr. Bart Basi, Roman Basi, Lacie Henson, and Doug See More

Our 6-hour online video course by Dr. Bart Basi, Attorney Roman Basi, and Lacie Henson. CPA satisfies the IRS Annual Federal Tax Refresher (AFTR) requirement. Complete by December 31, 2023, for AFSP See More

Ethics Circular 230 covers conflict of interest, ethical responsibilities, obligations, and penalties, with real-life case examples. Understand and define Circular 230, review tax returns, and gain See More

Learn the latest 2023 Tax Law changes. This 3-Hour course covers everything you need to know, including tax brackets, tax threshold updates, tax credits, depreciation, and special rules and unusual See More

How To Prepare a Gift Tax Return (Form 709) Often ignored by the unwitting taxpayer and overlooked by the practitioner, gift tax returns can be left unfiled. Find out when these returns are due and See More

How To Prepare A Fiduciary Return (Form 1041) Reporting the income of trusts and estates is an art that requires juggling oft-competing obligations between the tax authorities, personal See More

This 2-hour course is presented by Doug Stives, CPA, as he takes a deeper dive into various 2022 deductions that are misunderstood and missed, along with many advantages of owning and selling real See More

The Inflation Reduction Act is a legislative package that includes climate spending, prescription drug pricing reform, and tax reform. It is the most talked about legislation in years, but Tax See More

Here is the VIP Special Offer just for YOU! You can use this subscription package to help you stand out as a tax professional, by staying on top of the latest industry news, tax updates, strategies, See More

This VIP offer is brand new for 2022! We have our top tax experts back with all the latest tax laws and changes. This package is filled with IRS-approved continuing education courses.   See More

Join us for a 1-hour course as we look at an Estate and Gift Taxation Update. There have been changes in in recent years on estate and gift taxes. Get the latest updaters on this year’s tax laws See More

Imagine increasing your monthly client revenues by 50%. If that interests you, then consider adding advisory services to your list of client services. This strategic move diversifies your tax See More

2022 test sub cancel yearly See More

The tax landscape is changing constantly and trying to keep up can make it seem like you don't have time to actually get work done. That's why we put together our Hot Topic Webinar Series. See More

This 1-hour course will look at the latest tax laws and updates for Real Estate. There are many tax laws that apply when purchasing and selling real estate, we’ll talk about 1031 exchanges and all See More

This 1 hour course will take a look at the most common mistakes that are made on tax returns and how we can identify missed opportunities. Doug Stives will cover several topics – including See More

Halfway through the year, 2022, a lot has changed and some things have not. Join us with Doug Stives as he recaps and provides an update on all things 1040-related, see what is likely coming for the See More

Tax Issues for American Expatriates Individuals often seek to forfeit their US citizenship or long-term residency status for uniquely personal reasons.  Each year, thousands choose to expatriate in See More

Tax Issues for US Citizens Living & Working AbroadWhether here or overseas, US taxpayers face a myriad of issues and must contend with countless special forms.  This course will help the See More

Brand new for 2022: It’s all changed, again. One year after massive changes for the Tax Cuts and Jobs Act there are brand new changes for 2022. See More

Brand new for 2022 we have the top experts back with all the latest tax laws and changes in our 2022 15 Hour Continuing Education Package.   See More

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Reducing Liability with Client Engagement Agreements From engagement agreement to client acceptance and everything in between, this course will offer guidance needed to ensure that clients and See More

US Tax Issues for Immigrants & Aliens They arrive with and without visas to live and work in the US.  As these new arrivals settle in, they are confronted by unique tax issues.  This course See More

Join Roman Basi and Dr. Bart Basi as they discuss and take an in-depth look at IRS Dispute Resolution and explore credits and deductions using the Opportunity Zone tax credit. This 2-hour course will See More

Join Roman Basi and Dr. Bart Basi as they discuss and take an in-depth look at the Advanced Child Tax Credit and Education Credits. This 2-hour course will take a look at the latest legislation See More

There have been a lot of changes in the tax laws, all the way from new laws to changes in interpretation of existing laws, to regulations that affect the forms and schedules in which tax returns will See More

Today’s clients are mobile, often traveling, moving, working, or vacationing out-of-state and abroad.  Some are married, while others get married far from home.  At tax time, it is left to the See More

Join CPA Lacie Henson as she discusses some of the most common questions in tax preparation. She'll discuss common 1099 issues as well as a review of all the filing deadlines for various forms. Lacie See More

Take a deep dive with Dr. Bart Basi as he discusses all of the latest changes for 2022. First, he'll cover all the latest updates to tax brackets. Find out all important thresholds and inflation See More

Join CPA and tax attorney Roman Basi as he covers the latest updates and what you need to know about Circular 230. Freshly updated, Roman will cover an in-depth background of Circular 230 and review See More

Often ignored by the unwitting taxpayer and overlooked by the practitioner, gift tax returns can be left unfiled.  Find out when these returns are due and how to prepare them.  An in-depth review See More

Dr. Bart Basi is back to give us a year end update and forecast for 2022. A lot has changed since January. Due to a new Commander in Chief and a shift in political power in Congress, we have seen See More

This year more than ever has been unique for many taxpayers as they have been faced with a challenging gauntlet of medical bills and expenses. How can you as a tax preparer advise your clients what See More

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, See More

As we’ve entered the Biden administration recently, some Americans might soon see differences in saving for retirement, increase in tax rates, and different strategies minimized or diminished. See More

Join us with CPA Doug Stives as we take a look at the current tax law proposals and what is likely to happen in the near and not so near future. There are many changes on the horizon. Check out this See More

Do we really have to file both the FBAR and Form 8938?!  This session distinguishes between foreign accounts and foreign assets, reviews reporting thresholds, outlines the harsh consequences for See More

Travel and Entertainment deductions have had massive changes in recent years, join CPA Doug Stives as he reviews the what is still permissable for deductions under travel and entertainment.  See More

Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews Basic Income Tax Planning that will make a difference for you and your See More

Join CPA Doug Stives who was once dubbed ‘The Most Tax Efficient Man in America” by the Wall Street Journal as he reviews the tax advantages of being employed and self-employed at the same time. See More

Multinational individuals will most often focus on income tax consequences of multinational activities; this approach risks minimization of transfer tax consequences. Non-resident individuals See More

Expanding markets have led to global opportunities for businesses, yet the tax consequences of international activities are often misunderstood. This course will introduce the most common concepts See More

How do you plan for something that may not may not be there in the future? This is the challenge with Social Security – most people will receive Social Security in their lifetime. What can you do See More

Presented by a practitioner with more than 3 decades of experience, this course will discuss the need for and the format of effective engagement letters designed to put the practitioner-client See More

Join us for LIVE Webinar on 10/13/21 at 2pm-3pm EST. This year more than ever has been unique for many taxpayers as they have been faced with a challenging gauntlet of medical bills and See More

This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More

 If you like to learn and want to stay up on all the latest tax codes and strategies then this package is definitely for you. See More

Brand new for 2021, we have the top experts back with all the latest tax laws and changes in our 2021 15-Hour Continuing Education Package.   See More

Brand new for 2021: It’s all changed, again. One year after massive changes for the Tax Cuts and Jobs Act there are brand new changes for 2021. See More

CPA and Attorney Mark Kohler is presenting 15 of the most common business tax strategies for 2021. More and more people have a side business, LLC or even an S Corp. Learn 15 of the top business tax See More

Join two of the top CPA and Tax Attorneys in country as Lacie Henson and Dr. Bart Basi tackle some of the most common and important tax questions on Divorce, Child Support, 1099's and Retirement. See More

Join Alan S. Gassman, Esquire for this presentation to review planning for discharge of indebtedness income; business and individual insolvency; creditor protection planning; and other considerations See More

Cryptocurrency is rapidly becoming a mainstream investment vehicle for the general public. This one hour course with CPA and Attorney will exam the current tax laws surrounding this popular and See More

This is for individuals looking for additional streams of income or wanting to expand the services they offer their current clientele. Not only will you get unlimited access to our entire 2018 - See More

CPA and Attorney Mark Kohler is presenting 15 of the most common business tax strategies for 2021. More and more people have a side business, LLC or even an S Corp. Learn 15 of the top business tax See More

Join two of the top CPA and Tax Attorneys in country as Lacie Henson and Dr. Bart Basi tackle some of the most common and important tax questions on Divorce, Child Support, 1099's and Retirement. See More

Join Alan S. Gassman, Esquire for this presentation to review planning for discharge of indebtedness income; business and individual insolvency; creditor protection planning; and other considerations See More

Much has changed, with a new administration there will be lots of changes and updates in tax laws. This course will address the potential impact of the elections and help you understand tax planning See More

As the tax due date approaches, these changes are more important than ever to understand. Due to the various events of 2020, this tax filing season will prove to be different than those of the past. See More

Tax season is always hectic, especially this year with the late start and the various events of 2020, this tax filing season will prove to be different than those of the past. Tax professionals See More

Make sure you are current and stay ahead of all of the latest changes to Federal Tax Laws. Last year everything changed with the Tax Cuts and Jobs Act introducing the most significant tax law changes See More

Join CPA and Attorney Roman Basi for this two hour course on Circular 230. Freshly updated for 2021 Roman will cover an in-depth background of Circular 230 and how these all important regulations See More

This is for tax offices wanting additional streams of income or wanting to expand the services they offer their clientele.  See More

Brand new for 2021 we have the top experts back with all the latest tax laws and changes in our 2021 15 Hour Continuing Education Package.   See More

Recent tax legislation will have a large impact on small businesses in the United States in 2021 and the foreseeable future. To combat the economic damage suffered by businesses across the United See More

When it comes to retirement planning it is all about focus.  But unfortunately, the focus for most people has been on how to get to retirement, rather than how they are going to get through their See More

The tax landscape is changing constantly and trying to keep up can make it seem like you don't have time to actually get work done. That's why we put together our Hot Topic Webinar Series. See More

Approximately $39 billion of the tax gap is due to nonfilers—taxpayers who do not timely file a required tax return and timely pay the tax due for such delinquent returns. According to the IRS, See More

While 2020 brought forth drastic change to our tax laws, 2021 is set to bring its own set of challenges. Setting aside the outcome of the 2020 Senate and Presidential Elections, this Session will See More

There is a huge freight train bearing down on America, and it’s coming in the form of higher taxes.  Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred See More

When a tax professional has prepared a return that is under criminal investigation by the IRS, what steps need to be taken? How do you respond when the client calls and says, "I have a problem?" How See More

Dr. Bart Basi and Roman Basi for this two hour course as they provide critical updates on The CARES Act, stimulus programs, and the impact on business and individual taxpayers. See More

There are many types of retirement accounts to choose from for taxpayers. There are also many types of tax advantages. CPA and attorney Mark Kohler will take a deep dive into the various types of See More

Partnership Do's and Don'ts and travel write off's are featured in this 1 course from CPA and attorney Mark Kohler. Mark discusses the various types of business tax strategies that are applicable for See More

Join CPA and attorney Mark Kohler as provides the latest updates on health care tax laws. We'll review all the latest updates and rules on HSA's, FSA's and more. Mark will cover all the latest See More

More and more people are investing in real estate and have real estate income. Many have real estate expenses that sometimes result in showing a loss for the current tax year. Discuss professional See More

In place since 1981, the federal R&D tax credit is an immediate source of cash (the ‘juice’) for businesses of all sizes. Yet more than 80% of credits are claimed by just a few of the nation’s See More

While you may be familiar with Adjustments to income, they are more than they appear since they can allow the outcome of a return to be changed, sometimes even after the close of a tax year! See More

CPA and Attorney Mark Kohler will break down the tax benefits and deductions that are available and may apply to clients that have rental real estate income and property. See More

Make sure you are current and stay ahead of all of the latest changes to Federal Tax Laws. Last year everything changed with the Tax Cuts and Jobs Act introducing the most significant tax law changes See More

In our ever-changing world of tax changes, sometimes it becomes necessary to consider changing a return previously filed. Understanding how to file an amended return is crucial, as well as why you See More

Join CPA and Attorney Roman Basi for this two hour course on Circular 230. Freshly updated for 2020 Roman will cover an in-depth background of Circular 230 and how these all important regulations See More

Estate Planning is one of the critical areas that affects nearly all taxpayers at some point.The importance of filing estate income on your federal income tax return is huge. Make sure you understand See More

Financial planning and investments are things that affect nearly every taxpayer. Another topic that becoming more and more prevalent is the tax laws around foreign income. Also included in this three See More

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The IRS asserts millions of dollars of penalties against taxpayers daily. Many of those penalties are abated due to quality representation. In this course, you will learn about reasonable cause, See More

Get access to 55 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies then See More

Now more than ever businesses need evolving business tax strategies. Join CPA and attorney Mark Kohler as he presents the latest tax laws and benefits so your clients can have the most effective See More

The recently enacted CARES Act Stimulus has created many questions. CPA and Attorney Mark Kohler will take a deep dive on the tax laws and implications of the recently enacted CARES Act due to the See More

Financial planning and investments are things that affect nearly every taxpayer. Another topic that becoming more and more prevalent is the tax laws around foreign income. Also included in this three See More

There have been many changes the last few years to business taxation laws due to the Tax Cuts and Jobs Act. Join Dr. Bart Basi and CPA and attorney Roman Basi as they cover the 1120, 1120S and 1065 See More

Estate Planning is one of the critical areas that affects nearly all taxpayers at some point.The importance of filing estate income on your federal income tax return is huge. Make sure you understand See More

Join CPA and Attorney Roman Basi for this two hour course on Circular 230. Freshly updated for 2020 Roman will cover an in-depth background of Circular 230 and how these all important regulations See More

Make sure you are current and stay ahead of all of the latest changes to Federal Tax Laws. Last year everything changed with the Tax Cuts and Jobs Act introducing the most significant tax law changes See More

Get access to 55 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies then See More

This is for offices wanting additional streams of income or wanting to expand the services they offer their clientele.  See More

This option is geared toward the tax professional that needs more than just the basics. It contains our entire 2018, 2019 & 2020 library of courses for your continuing education needs. You will get See More

Get access to 43 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies then See More

Bookkeeping Course:Using simple, easy-to-understand discussion, illustrations and note sheets, this 4.5 hour course with over 50 video lessons teaches you the basic building blocks of how money is See More

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Along with examining how to navigate and understand how QuickBooks™ works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to See More

Using simple, easy-to-understand discussion, illustrations and note sheets, this focused course with video lessons teaches you the basic understanding of the financial tools "debits" and "credits". See More

Get access to 49 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies then See More

This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More

This Continuing Education Package contains 16 Hours of IRS approved courses that will provide you the minimum required hour for your Enrolled Agent Credential. This course package is delivered See More

As tax preparer it is important to know the differences between ordinary income and capital gains. Capital gains such at income from stocks, real estate or other investments. Capital gains have very See More

More and more people are selling more things online than ever before. In this one hour course we'll discuss the current tax laws around Amazon and other e-commerce platforms a and review the tax See More

With the aging Baby Boomer population entering full time retirement we are at retirement crisis on many levels. In this course we'll discuss the tax implications to individuals as they transition to See More

Owning real estate comes with many tax implications. It's important to understand the closing to closing cycle of real estate so you can make sure you have the latest information to provide your See More

In this one hour course we will discuss estate planning basics and their tax implications. Estate planning is something that every client needs to consider. Understanding the basics will help you See More

Understanding asset valuation is important for tax professionals. In this one hour course we will bread down the types of assets such as stocks, bonds, buildings, equipment and other intangible See More

CPA and Attorney Mark Kohler will review asset protection basics and the in's and out's of small business consulting in this 4 hour course. Understanding the tax implications of various types of See More

Stay up to date and current on the latest tax law updates with this three hour online course. Dr. Basi and Roman Basi - both CPA's and attorney's at law will discuss the latest updates so you can be See More

There are tax updates every year and that means that you may need to adjust the tax strategy for your clients. In this 2 hour course CPA and Attorney Mark Kohler will review tax strategy updates See More

In this course we'll review circular 230 and the relevant subsections. CPA and Attorney Dr. Bart Basi along with Attorney Roman Basi will cover an in depth background of Circular 230. See More

This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More

This Continuing Education Package contains 16 Hours of IRS approved courses that will provide you the minimum required hour for your Enrolled Agent Credential. This course package is delivered See More

Stay up to date and current on the latest tax law updates with this three hour online course. Dr. Basi and Roman Basi - both CPA's and attorney's at law will discuss the latest updates so you can be See More

This Continuing Education Package contains 16 Hours of IRS approved courses that will provide you the minimum required hour for your Enrolled Agent Credential. This course package is delivered See More

This IRS Approved continuing education package contains 24 Hours of online video courses. This course package contains cutting edge topics to give your and clients every advantage possible. See More

Working with partners, raising capital and structuring debt are something that affects most business owners. But what are the tax implications of each? In this 2 hour course we will look at the See More

This bundle of online modules is everything you need to build your tax business. These modules are led by CPA, attorney, best-selling author, and radio show host Mark Kohler. Mark has built a See More

Now that you have all pieces it is time to put it all together and build your marketing plan. In this module we'll discuss and summarize the various strategies discussed in previous modules and how See More

Social media is sometimes the enigma of marketing. Many people will tell you that no matter how much of of a presence your company has on FaceBook, YouTube and Twitter that it just doesn't generate See More

Online video has grown exponentially in recent years. Creating online video is among the easier things to do. In this module we'll discuss how to quickly and inexpensively deliver video content to See More

In this module we'll discuss simple and cost effective ways to create content with E-books, blogging and podcasts. Constantly publishing relevant content is how you engage with your audience. This See More

How does your website look? Is it generating revenue and leads? If it is isn't you need to check out this module. You website is your digital storefront, it should look professional, modern and See More

Do you have a marketing plan? What is your area of expertise? Who is your ideal client? First, everyone, regardless of how big or how small must have a marketing plan Think of it like this - even if See More

Referrals, referrals, referrals. Are you asking for them? Are you getting them? Referrals are super important to both you and the customer. In this module we'll discuss various strategies for getting See More

Customer database management is extremely important in any business and especially in the tax world because repeat business is critical to success. In this module we'll discuss Customer Relationship See More

Mark Kohler's Tax Business Builder Boot Camp will give you actionable strategies that you can use to grow your tax business today. See More

This course will count toward 4 Credit Hours of Federal Tax for your Continuing Education. See More

This course will count toward 6 Credit Hours of Federal Tax for your Continuing Education. See More

To stand out as a tax professional, you need to continue to grow, expand, and stay on top of the latest industry news, tax updates, strategies, and tactics implemented each year. As a part of this See More

Get access to over 40 hours of IRS Approved Content. This package contains access to our entire library of courses. If you like to learn and want to stay up on all the latest tax codes and strategies See More

As tax preparer it is important to know the differences between ordinary income and capital gains. Capital gains such at income from stocks, real estate or other investments. Capital gains have very See More

This Continuing Education Package contains access to all of our Continuing Education courses to meet the requirements for the IRS. See More

More and more people are selling more things online than ever before. In this one hour course we'll discuss the current tax laws around Amazon and other e-commerce platforms a and review the tax See More

With the Baby Boomer population heading into retirement there are tons of tax strategies that you need to aware of so you can advise your clients correctly. In this 2 hour course, presented by CPA See More

With the aging Baby Boomer population entering full time retirement we are at retirement crisis on many levels. In this course we'll discuss the tax implications to individuals as they transition to See More

Healthcare has been a hot topic in the tax world ever since the Affordable Care Act (ACA) went into effect. Regardless of how you feel about the ACA there are important tax implications that you you See More

Owning real estate comes with many tax implications. It's important to understand the closing to closing cycle of real estate so you can make sure you have the latest information to provide your See More

Understanding the various tax implications of the different types entities is critical for any tax professional. In this 1 hour course we will look at the pros and cons of sole proprietorship along See More

In this one hour course we will discuss estate planning basics and their tax implications. Estate planning is something that every client needs to consider. Understanding the basics will help you See More

Understanding asset valuation is important for tax professionals. In this one hour course we will bread down the types of assets such as stocks, bonds, buildings, equipment and other intangible See More

There are many changes and updates that the IRS makes every year that affects both individuals and businesses. In this 3 hour course we will look at the recent changes that have been adopted for both See More

CPA and Attorney Mark Kohler will review asset protection basics and the in's and out's of small business consulting in this 4 hour course. Understanding the tax implications of various types of See More

Get comprehensive review materials to pass the Enrolled Agent (EA) Exam on your first try. Includes online courses, study guides, video lectures, practice questions, and more. We will work with you See More

There are tax updates every year and that means that you may need to adjust the tax strategy for your clients. In this 2 hour course CPA and Attorney Mark Kohler will review tax strategy updates See More

Pass the Enrolled Agent (EA) Exam and earn your Enrolled Agent designation on your first try with our comprehensive yet concise review online course! It's a comprehensive yet concise review of See More

Our CPA Review makes it easier to learn and easier to succeed on your CPA exams with a learning experience that helps you focus your studies and save time. The review combines highly focused, expert See More

Using simple, easy-to-understand discussion, illustrations and note sheets, this 4.5 hour course with over 50 video lessons teaches you the basic building blocks of how money is tracked and what that See More

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Dr. Bart Basi is back to give us a year end update and forecast for 2022. A lot has changed since January. Due to a new Commander in Chief and a shift in political power in Congress, we have seen See More