Course Catalog

Form 1040 Revisited

Refresh your Form 1040 knowledge, including less-common income items and the proper use of Schedules 1, 2, and 3 when preparing individual returns.

1 CPE Federal

$4.95

Tax Implications of Selling Rental Property

Learn to calculate adjusted basis, allocate the sales price, account for depreciation recapture, and report gain or loss when rental property is sold.

1 CPE Federal

$4.95

Tax Implications of Divorce and Separation

Examine filing status, dependents, alimony, property transfers, retirement accounts, relief provisions, and tax issues that arise from divorce.

2 CPE Federal

$9.95

Charitable Contributions Form 1040 Schedule A

Understand deductible charitable contributions, qualified organizations, deduction limits, reporting requirements, and essential substantiation records.

2 CPE Federal

$9.95

Understanding Medical and Dental Expense Deductions

Identify and calculate deductible medical and dental expenses, apply the 7.5% AGI threshold, and document qualifying costs accurately for Schedule A.

1 CPE Federal

$4.95

Decoding Deductible Taxes

Explore deductible taxes reported on Schedule A, including itemization rules, state and local tax limitations, income thresholds, and practical examples.

1 CPE Federal

$4.95

Travel Entertainment Gift and Transportation Expenses

Navigate deductible travel, transportation, entertainment, and gift expenses, including reporting, reimbursement, and recordkeeping requirements.

2 CPE Federal

$9.95

Taxable and Nontaxable Income

Clarify which income is taxable or nontaxable, including wages, fringe benefits, bartering, rents, royalties, insurance, and public assistance.

3 CPE Federal

$14.95

Dependents Demystified

Untangle dependency rules and major family tax benefits, including the child tax credit, EITC, dependent care credit, and education credits.

1 CPE Federal

$4.95

2025 Federal Tax Update

Review key 2025 federal tax changes from the One Big Beautiful Bill Act, including new provisions, permanent changes, and expiring rules in practice.

3 CPE Update

$29.95

Ethics 101

Review Circular 230, due diligence, conflicts of interest, preparer penalties, EITC eligibility, and the ethical protection of client information.

2 CPE Ethics

$19.95

California Registered Domestic Partners

Learn to prepare California returns for registered domestic partners, including community-property treatment and required RDP income adjustments.

2 CPE CTEC

$9.95

California Adjustments  Form 540CA

Learn to complete Schedule CA (540) by identifying common differences between federal and California income, deduction, and depreciation rules.

1 CPE CTEC

$4.95

Determining California Resident Status and Income

Learn how California determines resident, nonresident, and part-year resident status and how residency affects the income reported to the state.

1 CPE CTEC

$4.95

CA Military Personnel

Review California tax rules for military service members domiciled inside or outside the state, including taxable and exempt military income.

1 CPE CTEC

$4.95