Description

To equip tax professionals with the knowledge, ethical framework, and practical strategies needed to avoid conduct that could lead to disciplinary action, while fostering a culture of integrity, compliance, and professional responsibility in accordance with IRS Circular 230, We will identify and discuss common causes of disciplinary actions against tax professionals.

Objectives

Upon completion of this course, you will be able to:

• Interpret and apply ethical standards and legal requirements in daily practice.
• Recognize warning signs and risk factors that could lead to professional misconduct.
• Implement preventive measures and compliance systems to safeguard your practice.
• Learn from real-world case studies to strengthen professional judgment.

Details

Instructor

Lin Leclair, EA

Duration

100 minutes

Prerequisite

General understanding of federal tax law

Advanced preparation

None

Delivery method

Group Live

Description

Our 2026 Tax Year Filing IRS and AZ Update class is designed to equip tax professionals with the latest knowledge and practical tools to navigate this year's changes with confidence. We'll cover recent federal and state tax law updates, new and revised IRS forms, and key procedural adjustments that impact both individual and business returns. Special attention will be given to emerging tax planning opportunities, compliance considerations, and strategies to help you maximize benefits while avoiding common pitfalls. We will review OBBB3 terms that went into effect for tax year 2025 and discuss those tax laws which will be in effect for 2026 and those coming up for 2027.

Details

Instructor

Lin Leclair, EA

Duration

150 minutes

Prerequisite

General understanding of federal tax law

Advanced preparation

None

Delivery method

Group Live

Description

This session equips tax professionals with current guidance on charitable giving, combining recent federal tax law changes with practical return-preparation and planning issues. Attendees will learn how the new non-itemizer deduction, the 0.5% floor on itemized charitable deductions, and new Form 1099-R Code Y for QCDs affect compliance and client advice. We will also cover substantiation rules, cash versus noncash contributions, federal treatment of state charitable credit payments, and planning strategies such as QCDs, bunching, donor-advised funds, and recognizing when charitable trust issues call for additional analysis or referral.

Details

Instructor

Katherine Gudgel, EA, PhD

Duration

100 minutes

Prerequisite

General understanding of federal tax law

Advanced preparation

None

Delivery method

Group Live

Description

This presentation decodes essential tax documents, breaking down tricky W-2 Box 12 codes and 1099-R distribution codes. Attendees will learn exactly how to interpret these letters and numbers to ensure accurate tax filing and avoid IRS penalties.

Objectives

Upon completion of this course, you will be able to:

• W-2 Box 12 Decoded: Understand the alphabet soup of W-2 Box 12 codes. Learn what letters like D (401k plans), W (Health Savings Accounts), and DD (employer-sponsored health coverage costs) mean for your taxable income. New for 2026 TA – Employer contributions to Trump accounts, TP – Tips subject to the deduction, TT – Overtime pay subject to the deduction.
• Understanding 1099-R Box 7: Discover how distribution codes clarify the nature of your retirement payouts. We will cover key codes, including Code 1 (early distributions with penalties), Code 2 (early distributions with known exceptions), and Code G (direct rollovers). Code Y identifies QCDs on Form 1099 R., combined with the appropriate distribution code (e.g., Y7 or Y4).

Details

Instructor

Andrew Mark, CPA

Duration

100 minutes

Prerequisite

General understanding of federal tax law

Advanced preparation

None

Delivery method

Group Live