Investments & Tax Planning

Add Individuals Webinars to your Calendar below

The schedule of webinars are as follows:

Thursday, July 6th
1:00pm – “Tax Planning for the Moderate Client” (1 IRS/NASBA CPE Credit)
AJ Reynolds, EA

Friday, July 7th
1:00pm - "Reporting 1099-K, C & A on Form 1040" (2 IRS/NASBA CPE Credits)
Randy Adams, EA, MSA

A series within a series on
Tuesday and Wednesday, July 11th & 12th, 1:00pm - 5:00pm - "Investment Income Mini-Series" (8 IRS/NASBA CPE Credits)
Amy Wall, EA

Tuesday, July 18th
1:00pm - "Billy Joel & IRC 368(a)(f)" (2 IRS/NASBA CPE Credits)
John Sheeley, EA
3:00pm - "Taxation of Employee Stock Plans" (2 IRS/NASBA CPE Credits)
Michael Tullio, EA

Wednesday, July 19th
1:00pm - "Reporting Retirement Income & Distributions" (2 IRS/NASBA CPE Credits)
Randy Adams, EA, MSA
3:30pm - "Federal PTET (Before you get sued!) " (2 IRS/NASBA CPE Credits)
Jane Ryder, EA, CPA

Thursday, July 20th
1:00pm - "Georgia PTET" (1 NASBA CPE Credit)
Michael Garrison, EA
3:30pm - "California PTET" (1 NASBA CPE Credit)
Jane Ryder, EA, CPA

Tuesday, July 25th
1:00pm - "Minnesota PTET" (1 NASBA CPE CREDIT)
Portia Vogt, EA

Wednesday, July 26th
3:00pm - "Oregon PTET (1 NASBA CPE Credit)
Eve Davis, EA, LTC

Thursday, July 27th CANCELED
1:00pm - "401k (Solo to ERISA)" (2 IRS/NASBA CPE Credit)
Portia Vogt, EA
3:00pm - "Taxation of Non-Fungible Tokens (NFT)" (1 IRS/NASBA CPE Credits)

Monday, July 31st
2:00pm - "New York PTET (1 NASBA CPE Credit)
John Sheeley, EA

25 IRS/NASBA CPE Credits Available

Full Series Pricing $899
Pick 5 webinars for $347
Pick 4 for $297

To purchase the punch pass of 4 or 5 webinars, go to one of the webinars you want and select the appropriate option during check out. Punch passes can only be purchased through individual webinar landing pages.

"Our best deal is always to become a monthly subscriber."

$52 per month

Sessions in this Series
  • Reporting 1099-K, C & A on Form 1040
  • Taxation of Investment Income Day 1
  • Taxation of Investment Income Day 2
  • Billy Joel & IRC 368(a)(f)
  • Tax Planning for the Moderate Client
  • Taxation of Employee Stock Plans
  • Reporting Retirement Income & Distributions
  • Federal PTET (Before you get sued!)
  • Georgia Pass Through Entity Tax (PTET)
  • Tax Myths & Benefits to Employing your Kids
  • California Pass Through Entity Tax (PTET)
  • Minnesota Pass Through Entity Tax (PTET)
  • Oregon Pass Through Entity Tax (PTET)
  • 401 K Plans for Businesses
    Thursday, July 27, 2023 · 1:00 PM EDT
  • Taxation of Non-Fungible Tokens (NFT)
  • New York Pass Through Entity Tax (PTET)