Course curriculum

  • 01

    Welcome & Instructions

    • Welcome & Instructions

  • 02

    November 2024 Mentor Support Sessions

    • Session 11-11-2024 - Protecting Yourself From Clients Misclassifying Employees

    • Session 11-18-2024 - Open Q&A with Daren

  • 03

    October 2024 Mentor Support Sessions

    • Session 10-7-2024 - Tax Preparer Compliance

    • Session 10-14-2024 - 1099 Contractors and Deadline Q & A

  • 04

    September 2024 Mentor Support Sessions

    • Session 9-9-2024 - Sch E Grouping Rentals, Short-Term And Long-Term- Part 13

    • Session 9-16-2024 - Last minute Deadline Q&A S-corp and LLC

    • Session 9-30-2024 - Software Comparison

  • 05

    August 2024 Mentor Support Sessions

    • Session 8-12-2024 - Sch E Setting Up A Rental, Depreciation, Qbi Aggregation Election And Issuing 1099 - Part 7

    • Session 8-19-2024 - Sch E Foreign Rentals And Settlement Statements - Part 8

    • Session 8-26-2024 - Sch E Foreign income and reporting (includes foreign rentals) - Part 10

  • 06

    July 2024 Mentor Support Sessions

    • Session 7-1-2024 - Q & A

    • Session 7-15-2024 - Sch E Self Rental Rules When You Have An Entity Bonus, Strategies And Pitfalls - Part 1

    • Session 7-22-2024 - Sche E Deep Dive Income And Expenses - Part 2

    • Session 7-29-2024 - Sch E Continuation Deep Dive Income And Expenses - Part 4

  • 07

    June 2024 Mentor Support Sessions

    • Session 6-10-2024 - Add And Remove Partners For S-Corp, Llc And Partnerships

    • Session 6-17-2024 - Holding companies Subsidaries and Their Parents

    • Session 6-24-2024 - Operation Management Make Best Use Of Your Off Season And 1041 Trust

  • 08

    May 2024 Mentor Support Sessions

    • Sesssion 5-6-2024 - .Schedule C Immigration Strategies (e.g. Undocumented Business Owners, ITIN’s, etc.) - Part 9

    • Session 5-20-2024 - Open Q&A

  • 09

    April 2024 Mentor Support Sessions

    • Session 4/1/2024 - Open Q&A

    • Session 4/8/2024 - Immediate Actionable Solutions for Taxpayers Unable to Pay on April 15th

    • Session 4-22-2024 - Schedule C Retirement Plan Strategies - Sch C Part 4

    • Session 4-29-2024 - Schedule C Risk Mitigation Strategies (e.g. Not Getting Audited) - Sch C Part 7

  • 10

    March 2024 Mentor Support Sessions

    • Session 3/4/2024 - Handling W2s With Two States

    • Session 3/11/2024 - Deadlines are Approaching, and it was Voted to have an Open Q&A

    • Session 3-18-2024 - April Deadline is Approaching, and it was Voted to have an Open Q&A

    • Session 3/25/2024 Open Q&A Dealing with Last Minute Tax Returns.

  • 11

    February 2024 Mentor Support Sessions

    • Session 2-5-2024 - Step-By-Step S Corp Tax Prep Process - Part 7 - Accountable Planning

    • Session 2/12/2024 - Continue with Corp Transparency Act and Q&A

    • Session 2/19/2024 - Sales and Transfers of a Business

    • Session 2/26/2024 - Continue with Sales and Transfers of a Business, Basis

  • 12

    January 2024 Mentor Support Sessions

    • Session 1/8/2024 - Tax Return Flow and Corp Transparency

    • Session 1/22/2024 - Step-by-Step S Corp Tax Prep process - Part 2

    • Session 1/29/2024 - Step-by-Step S Corp Tax Prep Process - Part 4

  • 13

    December 2023 Mentor Support Sessions

    • Session 12/4/2023 - Practice Software Manager Battle Royale, Canopy and Tax Dome

    • Session 12/11/2023 - Part 2 Practice Software Manager Battle Royale, Canopy and Tax Dome

  • 14

    November 2023 Mentor Support Sessions

    • Session 11/6/2023 - Management Tax Practices A-Z

    • Session 11/13/2023 - Onboarding New Clients

    • Session 11/27/2023 - 2024 Getting Ready For Tax Season

  • 15

    October 2023 Mentor Support Sessions

    • Session 10/2/2023 - Small Businesses

    • Session 10/8/2023 - Passive Tax Assessment on Excessive Passive Income and Loss Limitations Passive Activity Loss Limitations

    • Session 10/16/2023 - Completing a Tax Return: The Entire Process

    • Session 10/30/2023 - Non-Profit in Detail

  • 16

    September 2023 Mentor Support Sessions

    • Session 9/11/2023 - S-Corp and LLC Q&A/Ministry Tax Returns

    • Session 9/18/2023 - Ministry Tax Returns/ Q & A

    • Session 9/25/2023 - Open Q & A

  • 17

    August Mentor Support Sessions

    • Session 8/7/2023 - Q&A with Daren Gress

    • Session 8/14/2023 - Multi-State Tax Returns

    • Session 8/21/2023 - Military Tax Returns

    • Session 8/28/2023 - S-Corp and LLC Q&A

  • 18

    July 2023 Mentor Support Session

    • Session 7/3/2023 - AMT

    • Session 7/10/2023

    • Session 7/17/2023 - Q&A with Daren Gress

    • Session 7/31/2023 - Trust when to elect

  • 19

    June 2023 Mentor Support Sessions

    • Session 6/12/2023 - Crypto and Schedule D

    • Session 6/19/2023 - Cancelled debt and form 982 form 8275

    • Session 6/26/2023 - Section 121

  • 20

    May 2023 Mentor Support Sessions

    • Session 5/1/2023 - Q&A and Discussion with Daren Gress

    • Session 5/8/2023 - Q&A and Discussion with Daren Gress

    • Session 5/15/2023 - Crypto and schedule D.

    • Session 5/22/2023 - Schedule K-1 (1065)

  • 21

    April 2023 Mentor Support Sessions

    • Session 4/5/2023 - ERTC and Q&A and Discussion with Daren Gress

    • Session 4/10/2023 - Open Q&A and Discussion with Daren Gress

    • Session 4/17/2023 - Open Q&A and Discussion with Daren Gress

    • Session 4/24/2023 - Open Q&A and Discussion with Daren Gress

  • 22

    March 2023 Mentor Support Sessions

    • Session 3/6/2023 - Open Q&A and Discussion with Daren Gress

    • Session 3/13/2023 - Open Q&A and Discussion with Daren Gress

    • Session 3/20/2023 - Open Q&A and Discussion with Daren Gress

    • Session 3/27/2023 Open Q&A and Discussion with Daren Gress

  • 23

    February 2023 Mentor Support Sessions

    • Session 2/6/2023 - Q & A and Discussion with Daren Gress

    • Session 2/13/2023 - Q & A and Discussion with Daren Gress

    • Session 2/20/2023 - Q&A and Discussion with Daren Gress

    • Session 2/27/2023 - Reporting the Sale of a Business (Multi-Member LLC) with Daren Gress

  • 24

    January 2023 Mentor Support Sessions

    • Session 1/23/2023 - Q & A and Discussion with Daren Gress

    • Session 1/30/2023 - Q & A and Discussion with Daren Gress

  • 25

    December 2022 Mentor Support Sessions

    • Session 12/05/2022 - Q & A and Discussion with Daren Gress

    • Session 12/12/2022 - Q & A and Discussion with Daren Gress

    • Session 12/19/2022 - Q & A and Discussion with Daren Gress

  • 26

    November Mentor Support Sessions

    • Session 11/7/2022 - Q & A and Discussion with Daren Gress

    • session 11/14/2022 - Q & A and Discussion with Daren Gress

    • Session 11/28/2022 - Q & A and Discussion with Daren Gress

Instructor(s)

Instructor Bio:

Certain programs require participation from multiple team members and looks like this is one of those! Our team includes: -- Andy Frye, CEO & Founder -- Glen Wielandt, Chief Support Officer -- Imelda Ledesma, COO -- And many other teammates who make a contribution to our efforts to serve you! If you have questions about how any particular teammate will be involved in this program you're considering, please reach out to our support team at 310-422-4283 and happy to discuss that with you. Thank you for the trust you place in us!

Pronto Tax School Team

Pronto Team