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Exclusive Bonuses Galore!

Exclusive bonuses for members of the Forever Edition versions of our CE courses. THANK YOU!

  • 01

    Thank You!

    • You Get Special Treatment

    • Forever Edition: Confirmation of Understanding

  • 02

    Tools & Templates

    • Tax Year 2020 "Right Before Tax Season" Updates

    • Past 5 Years' Federal Tax Update Textbooks

    • Tax Year 2023 Suggested By the Form Pricing

    • PTE Tax Client Communications Package

    • Crypto Tax Tools & Resources

    • Tax Year 2021 Right Before Tax Season Newsletter

    • Tax Year 2021 What's New for Who Communication Packages

    • 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

  • 03

    Training Videos

    • 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)

    • Tax Year 2020 Federal Tax Update Audio Course

    • 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

  • 04

    Lists of Tax Deductions by Job Type

    • 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

  • 05

    Credit Claiming Checklists

    • 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