Unlimited CE Series II

754 Elections and Partnerships

Converting a Partnership to S-Corp

Sale/Purchase of a Business

Importance of a Partnership Agreement

Control the (tax season) Chaos!

Form 926 Explained: When, Why, and How to File

K-1 Losses: Form 6198, Basis & At-Risk

Liquidating Partnerships

Liquidating C & S Corporations

K-1 & K-3 to Form 1040

Pen-to-Paper: A Hands-On Walkthrough of Form 1065

Pen-to-Paper: A Hands-On Walkthrough of Form 1120S

The Tax Implications of Divorce

Decedent Estate and Final 1040

Who Pays the tax: DNI and Capital Gains for Non-grantor Trust

Trusts and Form 1041

Return of the Tax Cuts: OBBBA Episode I

Halfway There: Key Tax Changes for 2025 (So Far)

Form 709 and Adequate Disclosures

Gifts to Trusts

Intro to Estate Tax

Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more

Completing Form 706 and the Portability Path

Episode II, The Taxpayer Awakens: OBBBA Business & International Saga

Tax Administration in 2025

Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates

GILTI as Charged: Schedule I-1 & Form 8992

Split Interest Charitable Trusts and Form 5227 Compliance Matters

Distributions from Non-grantor Trusts

Federal Energy Credits for Individuals & Businesses After OBBBA

Intro to Representation

Form 8300: Cash and Currency

Intro to Exam for Individuals, Rentals, & Business

Correspondence Audits

Innocent vs Injured Spouse

Wherein IRS and AML meet

Financial Analysis - 2025

Schedule C: What to expect

Statutes of Limitations: ASED/RSED/CSED

Intro to IRS Collections

Lost in Translation: Making Sense of PFIC Rules & Form 8621

Freedom of Information Act Secrets: Get the IRS to Open Up

Cut the Cost: Winning IRS Penalty Abatement Requests

NIIT: The "Sneaky" Mistake

Keys to Cashing Out: Section 121 Strategies

A Deep Dive into Education Credits

CTEC Qualified 2025 CA Tax Update (NO CE FOR REPLAY)

The Devil Wears Compliance: High Level on Form 5471

Tax Planning with Health Savings Accounts

Social Security Fairness Act and IRMAA

Fundamentals of PTET

Meet Form 1-A: The IRS Just Changed the Game

Small Business Retirement Plans

I’m Tax-Exempt ... Why Complexity and What’s Form 990?

Intermediate and Advanced Investments

John Sheeley's A.I. for Tax Pros, Episode 2

Stock Options: ISOs, ESPP, NSOs, RSUs, RSAs, and elections

To Elect or Not to Elect: That is the Entity Classification Question

Everything Roth

Say Hello to My Little Form: The 8858 Filing You Can’t Ignore!

Series Upload testing NYR

John Sheeley's A.I. for Tax Pros, Episode 1