You Get Special Treatment

Forever Edition: Confirmation of Understanding

November Q & A and Networking Session Registration

Suggested By the Form Pricing

PTE Tax Client Communications Package

PTE Tax Savings Estimator Spreadsheet

Crypto Tax Tools & Resources

Simplified S Corporation Shareholder Basis Worksheet in Excel

Ethics Checklist for Tax Professionals

IRS Strategic Plan with Andy Highlights

Green Energy Tax Credit Calculator

Health Savings Account Tax Savings Calculator

Commercial Electric Vehicle Credit Claiming Checklist

Lifetime Learning Credit Claiming Checklist

Alternative Fuel Vehicle Refueling Property Credit Claiming Checklist

Residential Clean Energy Credit Claiming Checklist

Energy Efficient Home Improvement Credit Claiming Checklist

Retirement Savings Credit Claiming Checklist

Adoption Credit Claiming Checklist

Additional Child Tax Credit Claiming Checklist

American Opportunity Credit Claiming Checklist

Child Tax Credit Claiming Checklist

Earned Income Credit Claiming Checklist

Used Clean Vehicle Credit Claiming Checklist

Qualified Plug-In Electric Drive Vehicle Credit Claiming Checklist (January 1, 2023 - April 17, 2023 Version)

Qualified Plug-In Electric Drive Vehicle Credit Claiming Checklist (After April 17, 2023 Version)

Child and Dependent Care Credit Claiming Checklist

Tax Deductions for Airline Workers

Tax Deductions for Business Professionals

Tax Deductions for Clergy / Ministers

Tax Deductions for Construction Workers

Tax Deductions for Day Care Providers

Tax Deductions for Direct Sellers

Tax Deductions for EMT / EMS

Tax Deductions for Entertainment Professionals

Tax Deductions for Firefighters

Tax Deductions for Hairstylists / Barbers

Horse Groomer / Jockey Tax Deductions

Landscaper Tax Deductions

Law Enforcement Tax Deductions

Nurse Tax Deductions

Real Estate Agent Tax Deductions

Skilled Trade Tax Deductions

Teacher Tax Deductions

Trucker Tax Deductions

October 2024 Q & A for Members

September 2024 Member Q&A Session

August 2024 Member Q&A Session

2024 July Q&A: New Cryptocurrency Guidance

2024 Q1 Q&A Session

Q4 2023 Live Q&A Webinar Recording

Q4 2022 Member Q & A Webinar Recording

Dashboard Training / Business Key Person Life Insurance (VIDEO)

2021 Live Q & A Session #1 - Recording (VIDEO)

2021 Live Q & A Session #2 - Recording (VIDEO)

2021 Live Q & A Session #3 - Recording (VIDEO)

What's New for Who Webinar Recording (VIDEO)

Email Money Machine Training Video

2021 California Q & A Session - Recording

Basis Bothers Me Training (WEBINAR RECORDING)

Basis Bothers Me Training (SLIDES)

Exclusive Video Training: "How to Compete and Win Against the Do-It-Yourself Tax Software Robots."

Exclusive Video Training: "How to Become a Certifying Acceptance Agent"

Exclusive Video Training: "Electric Vehicle Credit Tutorial"

Exclusive Video Training: "Tax Season Traps to Avoid"

Exclusive Video Training: "Step-by-Step Walk Through of Preparing a Corporation Tax Return."

Exclusive Video Training: "Hot Button Immigration Tax Issues"

Exclusive Video Training: "Update Your Pricing - PRONTO!"

Amazon Seller Millionaire Client Story from Lucy

Schedule K-1 Master Class with EA Daren Gress

EIC Online Responses = New Opportunity

Implementing HSA Actions Steps

Regular EV Credit vs. Commercial EV Credit

Tax Year 2022 Tesla Tax Credit Case Study

How to Use Credit Claiming Checklists

IRS Strategic Plan Highlights

Step-by-Step Walkthrough - Filing BOIR Form Online (*Review "CORRECTION NOTE" Below Video*)

Last Minute Questions Answered Live

Pricing Strategies for Schedule C Clients

Managing Clients with Inadequate Bookkeeping

Expanding Services for Schedule C Clients

Navigating Clients with Unprofitable Businesses

Deductibility of "Possibly This Is a Hobby?" Expenses

Home Office Deduction: Addressing Client Questions

The Pros and Cons of Free Tax Returns

8 Things Every Tax Pro Needs to Know About Trusts & Estates

How Single Member LLC Should Fill Out New W-9

How to Transfer from 529 to Roth IRA

How to Use New IRS Online Business Accounts

How to Use the New Emergency Savings Accounts

Tax Exempt Interest Inputs & Outputs

Pass Through Entity Tax Tricky Scenario

How to Handle Alimony on State Tax Return

Out of State Rental LLC Scenario

Schedule C Practice Tax Return Documents

Schedule C Practice Tax Return Video Walk Through

Schedule C Practice Tax Return Finished Product

Schedule CA Walk Through

Late S Corporation Election (Video Training)

Deducting Inventory in First Year

Section 1202 Inputs and Outputs

Capital Gains Rates Comparisons at Different Levels of Income

Tax Year 2023

Tax Year 2022

Tax Year 2021

Tax Year 2020

Tax Year 2020 Federal Tax Update Audio Course

Tax Year 2019