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Ethics Course (select 1)

Circular 230 in Action — Ethics
This course reviews recent changes to Circular 230 and its impact on the professional conduct of Enrolled Agents and Tax Return Preparers. Case studies illustrate the application of these provisions and their consequences. The course also highlights the…
Circular 230: Tax Pro Bible — Ethics
Think of this course as your backstage pass to the professional rulebook for tax pros. We’re breaking down the latest updates to Circular 230—what they mean, how they affect your day-to-day work, and what happens if you cross…
Tax Return Preparer Ethical Issues — Ethics
The IRS processes over 200 million tax returns annually, many prepared by professionals like attorneys, CPAs, and enrolled agents. As tax laws grow more complex, these professionals rely on Treasury Department Circular No. 230 for guidance on ethical…

Every package includes one Ethics course. Choose yours below.

Additional Courses (select 5)

1040 Income Adjustments — Federal Tax Topics
Above-the-line deductions are often overlooked but considered to be extremely beneficial for taxpayers. This course covers deductions in the Adjustments to Income section of Form 1040, Schedule 1, deductions that are taken before calculating AGI (adjusted gross income).…
1040 Schedule A — Federal Tax Topics
Don't miss deductions! Master Schedule A and uncover hidden tax savings for your clients. Explore medical expenses, charitable contributions, taxes, and more. Learn key questions to ask and stay updated on rule changes.
1040 Schedule A: Itemized Deductions — Federal Tax Topics
Is it time to ditch the standard deduction? 🤔 This course dives into the world of Schedule A to help you figure out when itemizing actually pays off. We’ll unpack the big-ticket deductions—like mortgage interest, medical expenses, and…
1040 Schedule C: Business or Hobby? — Federal Tax Topics
Side hustles are everywhere—but not everything that makes money is a “business” in the eyes of the IRS. In this course, we’re breaking down the classic tax identity crisis: Is it a business or just a hobby with…
1040 Schedules B and D — Federal Tax Topics
Unlock the secrets of investment income with Schedules B and D! Learn to report tax-exempt income, OID, qualified dividends, and capital gains. Mastering these forms helps tax professionals minimize clients tax liabilities and optimize tax planning. Dive into…
Affordable Care Act – Employer Mandate — Federal Tax Topics
The Patient Protection and Affordable Care Act (PPACA) significantly changed healthcare, imposing requirements on health plans, insurers, and employers. This course reviews the laws principal coverage provisions and examines its tax impact on employers, including tax credits for…
Affordable Care Act–Individual Provisions — Federal Tax Topics
Understand the lasting impact of the Patient Protection and Affordable Care Act (PPACA) on U.S. healthcare. This course covers its effects on insurance policies, care accessibility, and the healthcare framework. Key topics include the abolition of pre-existing condition…
Business Property: Gain, Loss, and Other Issues — Federal Tax Topics
Selling business property? Tax reporting gets tricky. This course helps you calculate gain/loss, its character, and how to report it. It also covers special situations like installments, foreclosures, and exchanges.
Charitable Donations – Cash and Noncash — Federal Tax Topics
A charitable contribution is a voluntary donation to a qualified organization without expecting anything in return. This course covers claiming deductions for cash and noncash contributions, qualified organizations, deductible contribution types, deduction limits, record-keeping, and reporting. It has…
Child & Dependent Care Credit: Decoded — Federal Tax Topics
If your clients have little humans (or older dependents who need care), you need to understand how to maximize the Child and Dependent Care Credit. This course breaks it all the way down—no IRS-speak, just real talk with…
Child and Dependent Care Credit — Federal Tax Topics
Caring for children or dependents while maintaining employment can be financially challenging. The Child and Dependent Care Credit offers valuable tax relief by reducing tax liability, making it essential to understand its limits and eligibility rules. This course…
Corporations, Partnerships, and Other Business Entities–Introduction — Federal Tax Topics
When starting a business, the founder has many choices for its form of entity, and therefore, a number of different factors must be taken into consideration by the taxpayer. These factors include the number of employees who will…
Earned Income Tax Credit — Federal Tax Topics
The Earned Income Credit (EIC) is a refundable tax credit that has a significant impact on United States revenue. This course examines the earned income credit rules, the common errors made in claiming the credit, the consequences of…
Earned Income Tax Credit: Who and Why? — Federal Tax Topics
The EITC is basically the IRS’s way of saying, “Hey, we see you working hard!” But not everyone gets it—and not everyone who should get it is claiming it. In this course, we’ll decode the who (hint: it’s…
Education Tax Benefits — Federal Tax Topics
The federal government supports and encourages parents efforts to provide that education through various programs and income tax incentives. This course examines the programs, credits, deductions, and federal income tax treatment of various items that affect saving for…
Essential SECURE Act 2.0: What's Changed and Why It Matters — Federal Tax Law Update
The SECURE Act 2.0 aims to bolster retirement savings and strengthen retirement security. Although signed into law in December 2022, its provisions span several years and seek to achieve four key goals: creating better retirement security, safeguarding retirement…
Estate, Gift, Trust, and Generation-Skipping Transfer Taxes — Federal Tax Topics
With an increasingly steady stream of people nearing retirement, estate, gift, trust, and certain transfer taxes remain hot topics for individual taxpayers and their tax advisors. This course will provide you with the understanding and tools needed to…
Filing Status and Dependents — Federal Tax Topics
Filing status is one of the most important tax concepts to understand. Gone are the days when the majority of our client couples who come into the office are married filing jointly. Couples today could be living together…
Form 1040 Part 1: Filing Status, Exemptions and Income — Federal Tax Topics
Under U.S. federal income tax law, filing status determines the tax return form used. Form 1040 reports income and deductions. Tax preparers must know their clients filing status and the forms needed. This course reviews criteria for filing,…
Form 1040 Part 2: Investment, Retirement and Benefit Income — Federal Tax Topics
As more people start retirement planning early and reach retirement age, tax professionals need to help clients with investment, retirement, and benefit income on their tax filings. This course covers reporting investment income (interest and dividends), income for…
Form 1040 Part 3: Property Income — Federal Tax Topics
Investing in property is costly, but platforms like Airbnb and VRBO make it easier to recoup expenses. Its crucial to understand the tax rules for renting property, especially if it is used as a residence. This course covers…
Form 1040 Part 4: Adjustments, Deductions, Tax, and Credits — Federal Tax Topics
Understanding tax terminology is crucial for accurate tax preparation. Clients rely on tax preparers to navigate complex language and ensure accurate returns. This course covers deductions and credits for individual taxpayers, starting with deductible expenses, followed by standard…
Gigs and Taxes — Federal Tax Topics
The rise of app-based services like Uber and Airbnb has changed how millions of people earn money and created new tax reporting needs. This course explains the federal tax rules that apply to ride-sharing drivers and short-term rental…
Healthcare Reform and the Affordable Care Act Tax Provisions — Federal Tax Topics
The landmark legislation known as the Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, affects a wide range of institutions in the United States in some way. It imposes healthcare-related requirements on health plans,…
Home Office Deduction — Federal Tax Topics
More U.S. taxpayers are earning income that allows them to deduct business expenses, often from home offices. To qualify for a home-office deduction, specific rules must be met. This course covers qualifications, expense methods, daycare facility rules, recordkeeping,…
Individual Income Tax Credits and Due Diligence — Federal Tax Topics
Individual Income Tax Credits and Due Diligence covers various tax credits for individuals, including eligibility, timing, limitations, phaseouts, carryovers, qualified expenses, and calculations. It discusses credits like the Child Tax Credit, Earned Income Tax Credit, and American Opportunity…
Inflation Reduction Act — Federal Tax Law Update
The Inflation Reduction Act (IRA), enacted in 2022, was designed to lower consumer energy costs and reduce climate impact through economic incentives. It offered tax incentives for energy-efficient home improvements, electric vehicle purchases, health insurance coverage, natural gas…
Information Security: Basic Safeguards for Practitioners — Federal Tax Topics
Cybercriminals after your sensitive client data. All CPAs and tax practitioners should observe many legal rules and best practices in protecting such data from these dangerous foes. This course goes beyond the needed definitions of information security to…
Information Security: Malware Trends and Mitigation Strategies — Federal Tax Topics
Malware and cybersecurity are constantly evolving as each side tries to outpace the other. Cybersecurity experts work to identify, analyze, and patch new malware, while cybercriminals create and modify malware to bypass defenses. This course covers the current…
Introduction to Rental Properties — Federal Tax Topics
Rental income is any payment received for the use or occupation of real property. Real property includes houses, apartments, condominiums, mobile homes, boats, vacation homes, or similar properties. This course discusses the reporting of rental income and expenses…
IRS Collections & Installment Arrangements — Federal Tax Topics
With automated collections reinstated and the IRS emphasizing expanded enforcement efforts, tax professionals should expect continued and likely increasing IRS collection activity. Consequently, familiarity with IRS collection procedures and the mechanisms available to challenge or resolve collection actions…
IRS Dirty Dozen – Annual List of Scams and Schemes — Federal Tax Topics
Each filing season for more than 20 years, the Internal Revenue Service has made a spring announcement of its Dirty Dozen list of scams and schemes – a concise, high-priority alert about the most prevalent tax scams facing…
Keeping Taxpayer Data Secure — Federal Tax Topics
Certain business organizations, among which are those referred to as financial institutions, are charged by the FTC with taking particular steps to protect their customers financial information. Included in the category of financial institutions are professional tax preparers.…
Navigating an IRS Tax Audit — Federal Tax Topics
Receiving an IRS audit letter can be intimidating, but it doesnt necessarily mean theres a significant error on your tax return. Its simply a review. Navigating an IRS Tax Audit explores the nature of audits, their formats, reasons…
Navigating Form 1040 Schedule C — Federal Tax Topics
The gig economy, involving various alternative work arrangements, engages 36% of U.S. workers, with 29% having it as their primary job. This shift impacts tax preparers need to prepare Schedule C. This course helps tax professionals address common…
One Big Beautiful Bill: Everything You Need to Know — Federal Tax Law Update
Residential Rental Properties — Federal Tax Topics
Residential rental properties are a significant part of the U.S. economy, offering housing options for those who prefer renting or are not in a position to buy homes. It has been reported that approximately 115 million people live…
Retirement Plans, Pensions, and Annuities — Federal Tax Topics
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute one of the important legs of the retirement stool that individuals look to for their income in retirement. The other two legs of that…
Schemes, Scams, and Swindles: The Danger of Ponzi Schemes — Federal Tax Topics
Ponzi schemes aimed at defrauding unsuspecting individuals and taking their money have existed for hundreds of years. The Madoff scheme brought this type of scam to the attention of the American public in 2008, but there are many…
Section 1031 Real Property Like-Kind Exchanges — Federal Tax Topics
With the increased interest in single family homes as investments, more and more professionals are finding themselves involved in Section 1031 transactions. Section 1031 of the Internal Revenue Code provides a tax-deferral mechanism that allows investors to accumulate…
Section 199A Pass-Through Deduction — Federal Tax Topics
The Tax Cuts and Jobs Act (TCJA) affects the tax planning and income tax liability for many taxpayers. Among those most affected are business owners of pass-through trades or businesses who may be eligible for the TCJAs pass-through…
Tax Cuts & Jobs Act – Individual Tax Preparation — Federal Tax Law Update
The Tax Cuts and Jobs Act (TCJA) significantly impacts tax planning and income tax liability for many taxpayers. This course examines the principal changes affecting individual taxpayers, including changes in tax rates, credits, deductions, exclusions, itemized deductions, the…
Tax Cuts & Jobs Act Walkthrough — Federal Tax Law Update
Grab your favorite coffee ☕ and get ready to time-travel back to the legislation that flipped the tax world upside down. The Tax Cuts and Jobs Act (TCJA) changed everything—from deductions to credits to business income rules. This…
Tax Treatment of Individual Retirement Arrangements — Federal Tax Topics
ERISA, the Employee Retirement Income Security Act, created an individual retirement arrangement (IRA) to help those without employer-sponsored retirement plans save for the future. It later added spousal IRAs and Roth IRAs, which offer tax-free qualified distributions. This…
Tax Treatment of Life Insurance Proceeds — Federal Tax Topics
This course examines the tax treatment of life insurance transactions, including death benefits, cash value withdrawals, loans, and surrenders. It also covers tax implications of policies failing to meet statutory definitions, modified endowment contracts, ownership transfers, employer-owned policies,…
Tax Treatment of Sickness and Injury Plans — Federal Tax Topics
Since the early development of health insurance coverage, many changes have occurred in the manner in which health care services are delivered and paid for. Among those changes is the emergence of various tax-favored health plans. This course…
The One Big Beautiful Bill Act Tax Provisions — Federal Tax Law Update
Sweeping new legislation passed July 4, 2025 is referred to as the One Big Beautiful Bill Act (OBBBA). This course examines tax provisions of the Act, beginning with those effective for 2025 and followed by those becoming effective…
Unlocking Tax Savings for Federal Retirees — Federal Tax Topics
This course simplifies the tax rules for federal retirement benefits, covering the Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS), and Thrift Savings Plan (TSP). Youll learn to calculate taxable annuity payments, understand exceptions to early…
Virtual Currency Transactions — Federal Tax Topics
According to a survey done by the Pew Research Center whose results were published in April 2023, 17% of Americans personally have invested in, traded, or otherwise used virtual currency. Additionally, the number of people investing in or…

Choose exactly 5 additional courses for your package (the Annual Federal Tax Refresher and Ethics courses are not part of this selection).

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