Events

Speaker: Beth Logan CE: 1 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event Expand your expertise on the Kiddie Tax: who pays it, the options for filing, and why we have it. What to expect:  Define kiddie tax is and explain why it was created  Describe the two options for filing — form 8615 versus form 8814  Illustrate with examples 

Speaker: Andrew Lassise and Alison Ball CE: 0 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event As of June 9, 2023, the "penalty phase" began, as the FTC began cracking down on Tax Preparers. A solid first step to comply is to create a Written Information Security Plan (WISP) and from there, there are just a few more things you need to do to be fully compliant. Read More >