CONTINUING EDUCATION | COURSE CATALOG
Comprehensive Tax Course (Foundational to Advanced)
CE Credits: 15 Hours
Category: Federal Tax / Tax-Related Matters
Price: $499
Available: July 1, 2026
Delivery: Self-Study | Live Virtual Cohort
Description:
This multi-module course is designed to take tax professionals from foundational knowledge to advanced application. Covering individual tax returns, credits, deductions, filing statuses, and compliance requirements, this course builds a strong technical base while introducing real-world strategies used in professional tax practice.
Participants will gain a complete understanding of Form 1040 preparation, supporting schedules, and IRS compliance expectations.
Advanced Tax Course (Strategy & Complex Scenarios)
CE Credits: 12 Hours
Category: Federal Tax / Tax-Related Matters
Price: $699
Available: July 15, 2026
Delivery: Live Webinar | Self-Study
Description:
This course is designed for experienced tax professionals ready to move beyond preparation into strategy. Topics include capital gains and losses, retirement income, depreciation, advanced credits, and tax planning techniques.
Participants will learn how to analyze complex tax situations, minimize liability, and provide high-level advisory services to clients.
Due Diligence in Tax Preparation: Protecting Clients and Your Practice
CE Credits: 3 Hours
Category: Federal Tax / Tax-Related Matters
Price: $99
Available: May 16, 2026
Delivery: Live Webinar | In-Person | Self-Study
Description:
This course provides a comprehensive breakdown of due diligence requirements under IRC §6695(g). Participants will learn how to properly verify client information, identify red flags, complete Form 8867, and implement compliance strategies to avoid penalties and protect their practice.
Form 8867 Due Diligence Mastery
CE Credits: 2 Hours
Category: Federal Tax / Tax-Related Matters
Price: $79
Available: June 5, 2026
Delivery: Live Webinar | Self-Study
Description:
A focused, in-depth walkthrough of Form 8867. This course breaks down each section of the form, explains required documentation, and provides real-world scenarios to ensure accurate completion and compliance.
Path Act in Real Life: What Tax Professionals Must Know
CE Credits: 1 Hour
Category: Federal Tax / Tax-Related Matters
Price: $49
Available: June 12, 2026
Delivery: Live Webinar | Self-Study
Description:
Understand how the PATH Act impacts refund timing, due diligence requirements, and IRS scrutiny. This course connects legislation to real-world application for tax preparers.
Head of Household Compliance
CE Credits: 2 Hours
Category: Federal Tax / Tax-Related Matters
Price: $79
Available: June 19, 2026
Delivery: Live Webinar | Self-Study
Description:
This course breaks down Head of Household eligibility rules, common errors, and audit risks. Learn how to properly document and defend HOH status.
Innocent Spouse vs Injured Spouse: Know the Difference
CE Credits: 2 Hours
Category: Federal Tax / Tax-Related Matters
Price: $79
Available: June 26, 2026
Delivery: Live Webinar | Self-Study
Description:
Understand the key differences between innocent spouse relief and injured spouse claims. Learn eligibility rules, filing procedures, and how to properly advise clients.
Real Estate Taxation for Tax Professionals
CE Credits: 2 Hours
Category: Federal Tax / Tax-Related Matters
Price: $99
Available: July 10, 2026
Delivery: Live Webinar | Self-Study
Description:
This course covers taxation of real estate transactions, rental income, deductions, and strategies to maximize tax benefits while maintaining compliance.
Depreciation: Maximizing Deductions the Right Way
CE Credits: 2 Hours
Category: Federal Tax / Tax-Related Matters
Price: $99
Available: July 17, 2026
Delivery: Live Webinar | Self-Study
Description:
Learn the fundamentals and advanced strategies of depreciation, including MACRS, bonus depreciation, and Section 179. Avoid costly errors while maximizing deductions.
Circular 230 in the Real World
CE Credits: 1 Hour
Category: Ethics
Price: $49
Available: August 1, 2026
Delivery: Live Webinar | Self-Study
Description:
Understand your responsibilities under Circular 230. This ethics-based course covers compliance, professional conduct, and real-world scenarios tax professionals face.
Clergy Taxes Explained
CE Credits: 2 Hours
Category: Federal Tax / Tax-Related Matters
Price: $79
Available: July 24, 2026
Delivery: Live Webinar | Self-Study
Description:
This course provides a detailed overview of clergy tax rules, including housing allowances, self-employment tax, and special IRS considerations.
Annual Federal Tax Refresher (AFTR) Course
CE Credits: 6 Hours + 3 Hour Test
Category: Federal Tax + AFTR Requirement
Price: $199
Available: August 25, 2026
Delivery: Online | Self-Study
Description:
This comprehensive AFTR course meets IRS requirements for the Annual Filing Season Program. Includes a review of current tax law updates, filing requirements, and a required competency exam.
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How To Register
After payment, participants will receive an official course registration link to complete enrollment and secure CE credit eligibility.
Important Information
• CE credits are reported to the Internal Revenue Service
• Participants must meet attendance and participation requirements
• Certificates are issued upon successful completion
• Records are maintained in accordance with IRS guidelines