{"title":"All Products","description":null,"products":[{"product_id":"b365-big-book-of-taxes-365","title":"Big Book of Taxes 365 Online Version","description":"\u003cp\u003e\u003cstrong\u003eThe Big Book of Taxes 365 \u0026gt; Online Tax Research Edition.\u003cbr\u003e\u003c\/strong\u003e\u003cem\u003eThis subscription renews annually unless canceled.\u003c\/em\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003ePart quick reference guide, part tax research platform, the Big Book of Taxes 365 was designed for the tax professional on a limited research budget, though powerful enough to add to any tax research library.\u003cbr\u003e\u003cbr\u003eIn an era of constantly changing tax laws, paper-based quick reference guides have become obsolete. On top of that, Congress has decided to make changes retroactive. Bottom line, a printed tax reference guide may be worthless by the time the ink dries. \u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eThis online research tool includes over 150 chapters within 1,250 plus pages, covering everything individual tax with highlights of small business issues. \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/BB2023-Inside_480x480.jpg?v=1673996655\" alt=\"\"\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003eThe Big Book of Taxes has our constantly updated research center, which links to over 300 sites, including IRS forms, the IRM, Code, Regs, Rev Rulings, Rev Procs, bulletins, draft forms, tax treaties, state tax agencies, K-1s for publicly traded partnerships, per diem rates, SS administration, and the list goes on and on.\u003cbr\u003e\u003cbr\u003eMany tax professionals spend thousands of dollars on tax research products. The Big Book of Taxes is designed as the cliff-notes of tax law, basically the same result as having a staff of full-time tax technical researchers. \u003cbr\u003e\u003cbr\u003eThe format and table of contents follow the 1040, making it \u003cem\u003eeasy to navigate.\u003c\/em\u003e \u003cbr\u003e\u003cbr\u003eIn addition, you can use quick search queries, flow charts, worksheets, indexes, and note tools to make the Big Book of Taxes 365 an unmatched tool.\u003cbr\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eOrganized in tax return sequence \u003c\/li\u003e\n\u003cli\u003eAll recent law changes are flagged in the text\u003c\/li\u003e\n\u003cli\u003eUpdated for the Extenders and the SECURE act\u003c\/li\u003e\n\u003cli\u003eAn index of recent law changes included\u003c\/li\u003e\n\u003cli\u003eSearch the entire resource with topic keywords and phrases\u003c\/li\u003e\n\u003cli\u003eAutomatic year-round updates\u003c\/li\u003e\n\u003cli\u003ePersonalized link for easy access from any device, ability for custom notes\u003c\/li\u003e\n\u003cli\u003eA downloadable PDF version for offline access\u003c\/li\u003e\n\u003cli\u003eSupport for tablets and mobile devices\u003c\/li\u003e\n\u003cli\u003eIncludes California differences, where applicable, at the end of each chapter\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003e\u003cstrong\u003eOnly $95 per year.\u003c\/strong\u003e\u003c\/em\u003e Includes year-round updates and will renew automatically unless canceled.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e Updated Year-Round \u003cbr\u003e\u003cstrong\u003eLevel:\u003c\/strong\u003e Intermediate\u003cbr\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e Lee T. Reams, EA\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eDisclaimer:\u003c\/strong\u003e The license is granted for your personal use only. It can be accessed by mobile, tablet, or desktop computer. \u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eStart saving time on research today by ordering your subscription.\u003c\/strong\u003e \u003cbr\u003e\u003cbr\u003e\u003cem\u003e\u003cstrong\u003eAre you not convinced?\u003c\/strong\u003e\u003c\/em\u003e \u003cbr\u003e\u003cbr\u003e\u003cstrong\u003e\u003cspan style=\"background-color: #ffff00;\"\u003eOur users rated The Big Book of Taxes 94 out of 100. \u003c\/span\u003eCheck out what our subscribers have to say about The Big Book of Taxes:\u003c\/strong\u003e\u003cbr\u003e\u003cbr\u003e\u003cem\u003e\"The Big Book is the most complete reference manual I’ve seen. My experience and background, not surprisingly, make it easier to use. It’s really very accessible. Amazing depth, as well as the unbelievable breadth and ClientWhys, updates it as relevant pronouncements come out, daily when necessary. WOW! What an undertaking! It looks fantastic.\"\u003c\/em\u003e Phil Storrer, CPA\u003cbr\u003e\u003cbr\u003e\u003cem\u003e\"I love the online version of the Big Book. The fact that it’s continuously updated is an amazing perk that cannot be duplicated in a print edition. And many publishers don’t even update their digital versions, so what we have in the online Big Book is a tremendously useful and unrivaled tax tool. Thanks, Lee!\"\u003c\/em\u003e Matt Bigelow\u003cbr\u003e\u003cbr\u003e\u003cem\u003e\"I was amazed by the new Big Book. Congratulations, your new rendition is a superior product!! I will be using it daily for my research. Thank you. I appreciate all aspects of Clientwhys!\"\u003c\/em\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e\"Big Book of Taxes 365 new format is superb, and easy to search between topics. 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Provides preparers with insights and awareness of the many issues that can come into play and avoid costly mistakes. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003c\/span\u003e\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFederal Taxation = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e Federal Taxation\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003cspan\u003e 3\u003c\/span\u003e\/30\/2023  \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eLee Reams, Sr.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":44875055857953,"sku":"2462617-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/products\/Filing-married-separately_250x250_a4c21898-6800-456c-9611-37ebfbe8f3a3.jpg?v=1681487149"},{"product_id":"secure-2-0-act-2-hours-cpe","title":"Secure 2.0 Act - 2 Hours CPE","description":"\u003cp\u003e\u003cstrong\u003eLearning Objective:\u003c\/strong\u003e\u003cspan\u003e By taking this course the student will learn the changes included in the Secure 2.0 Act taking effect in 2023 through 2027 impacting numerous pension and IRA provisions including RMDs, Saver’s Credit, IRA catch up contributions, special catch up contribution for ages 61 through 64, expanded QCD transfers, numerous exceptions to the10% early withdrawal penalty, Nannie SEPs, mandatory enrollments, enhanced saver’s credit, military spouse pension benefits, modification of the excess accumulation penalty, emergency savings accounts, Sec 529 plan to Roth rollover, and much more.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003c\/span\u003e\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFederal Tax Update = 2 CPE Credits \/ Total = 2 CPE Credits\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e Federal Tax Update\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003cspan\u003e 3\u003c\/span\u003e\/30\/2023 \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eLee Reams, Sr.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab. \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":44884433273121,"sku":"2465408-A","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/products\/ShopifyCPE-SecureAct.jpg?v=1681748534"},{"product_id":"ethics-circular-230-compliance-issues-2-hours-cpe","title":"Ethics - Circular 230 Compliance Issues - 2 Hours CPE","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eAfter completing this course, the student will be able to apply the compliance requirements of Circular 230 to the student’s tax practice. This course has been updated for the final regulations released on June 12, 2014.\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cem data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eThe course counts as ethics for Enrolled Agents and California Registered Tax Preparers and federal taxation for CPAs.\u003c\/strong\u003e\u003c\/em\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eRegulatory Ethics = 2 CPE Credits \/ Total = 2 CPE Credits (CTEC, IRS, Enrolled Agents)\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation = 2 CPE Credits \/ Total = 2 CPE Credits (NASBA-QAS CPAs Only)\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA-QAS CPAs\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e \u003cspan data-mce-fragment=\"1\"\u003eRegulatory Ethics\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 4\/7\/2023\u003c\/span\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Lee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money back guarantee. For information regarding refunds, complaints and program cancellation policies, please contact our Customer Service Department at\u003cspan data-mce-fragment=\"1\"\u003e 1-800-384-1101.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e  \u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.learningmarket.org.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc., Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRegistration:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Sign-up online by clicking add to cart above or by phone at 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":44936908767521,"sku":"2467784-A","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/products\/Ethics_250x250_6f61e0c4-2dbb-4214-976c-c7c7ccfb2640.jpg?v=1681327574"},{"product_id":"foreclosure-debt-relief-issues-3-hours-cpe-1","title":"Foreclosure \u0026 Debt Relief Issues - 3 Hours CPE","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e After completing this course, the student will be able to compute debt relief income and exclusions for; Abandonment of Secured Property, Foreclosures, Repossessions, Short Sales, Cancellation of Debt, Sec 108 Exclusions of Debt Relief Income Including Home Insolvency and the Mortgage Debt Relief Exclusion. The course also includes Rules for Attribute and Basis Reduction and line-by-line instructions for completing Form 982.\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation = 3 CPE Credit \/ Total = 3 CPE Credits\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal \u003cspan data-mce-fragment=\"1\"\u003eTaxation \u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 4\u003c\/span\u003e\/15\/2023  \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\" data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\" data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eLee Reams, Sr. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101.\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e  CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":45002700980513,"sku":"2469572-A","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/products\/CPE209_250x250_5569ae54-262d-46f4-901d-178633b9565e.jpg?v=1682356938"},{"product_id":"net-investment-income-tax-1-hour-cpe","title":"Net Investment Income Tax - 1 Hour CPE","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e After completing this course, the student will be able to compute the net investment income tax (NIIT) and apply strategies included in the course to minimize the tax. The course includes studies of various issues affecting the NIIT, including: trade or business issues, material participation, grouping of activities to meet the material participation rules, real estate professionals, itemized deductions as investment expenses, home sale and a whole host of special considerations that affect the NIIT.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Federal Taxation\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 8\u003c\/span\u003e\/16\/2023  \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eLee Reams, Sr.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan data-mce-fragment=\"1\"\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRegistration:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":46882719924513,"sku":"2542268-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE1205-23Litmos.jpg?v=1695163278"},{"product_id":"1041-return-preparation-webinar-4-hours-cpe","title":"1041 Return Preparation Webinar - 4 Hours CPE","description":"\u003ch2 style=\"text-align: center;\"\u003e\u003cspan\u003eMaster Estate \u0026amp; Trust Taxation: Enroll Now to Gain In-Depth Knowledge!\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv style=\"padding: 1.25% 0 0 0; position: relative; width: 100%; height: 300px;\"\u003e\u003ciframe title=\"1041_intro_art\" style=\"position: relative; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/player.vimeo.com\/video\/880553327?badge=0\u0026amp;autopause=0\u0026amp;quality_selector=1\u0026amp;player_id=0\u0026amp;app_id=58479\"\u003e\u003c\/iframe\u003e\u003c\/div\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003e\u003c\/b\u003e\u003cb data-mce-fragment=\"1\"\u003eLearning Objectives\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e – By enrolling in this course, students will acquire a fundamental understanding of the process involved in preparing 1041 returns for estates and trusts. The curriculum covers a wide range of topics, including terminology, mandatory filing requirements, filing deadlines, penalties, sections 642(e)(3), 643(g), 645, and 663(b) 65-day rule elections, as well as the treatment of simple, grantor, and complex trusts. Students will also explore the taxation of income, permissible deductions, considerations related to fiscal or calendar years, acquiring an Employer Identification Number (EIN), the Section 1202 exclusion, Form 56 – notice concerning fiduciary relationship, addressing non-resident alien beneficiary issues, handling charitable contributions within trusts, trust accounting principles, the income distribution deduction, dealing with excess deductions upon termination, exemption amounts, and various other relevant aspects of estate and trust taxation.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e \u003cstrong data-mce-fragment=\"1\"\u003eIncludes:   \u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e4-hour CPE 1041 Return Preparation Webinar - Broken down into 2 lessons\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eQ \u0026amp; A monitored by our team of tax subject experts \u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Federal Tax Subject\u003c\/span\u003e = 4 CPE Credits \/ Total = 4 CPE Credits\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003cb\u003eAccreditation: \u003c\/b\u003e CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Federal\u003c\/span\u003e Taxation \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e11\/2023\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eGroup Internet-Based  \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eSpeakers:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003e Lee Reams Sr., BSME, EA, and Arthur Werner, J.D., M.S.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003cb data-mce-fragment=\"1\"\u003e \u003c\/b\u003eBefore you begin your scheduled lessons, you will want to download the course material within your course learning path.  \u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eYour complete satisfaction is our #1 priority. At \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc.\u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003e, we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e CountingWorks, Inc.\u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRegistration:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101.    \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":47388072706337,"sku":"LP_117600","price":159.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/WEB1041-250x250.jpg?v=1699035865"},{"product_id":"uncommon-medical-deductions","title":"Uncommon Medical Deduction - 1 Hour CPE","description":"\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e After completing this course, the student will be able to determine the deductibility of uncommonly encountered medical deduction issues including conception and childbirth procedures, cosmetic surgery, special schooling, elder care issues, birth control, travel, medical dependents, weight loss, smoking, nursing services, home care Issues, and more.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation = 1 CPE Credit \/ Total = 1 CPE Credit\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 1\u003c\/span\u003e\/1\/2024\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Lee Reams, Sr., BSME, EA    \u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab. \u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRegistration:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"related-products\" data-mce-fragment=\"1\"\u003e\u003c\/section\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":48048270803233,"sku":"2578951-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE702-Litmos.jpg?v=1707192930"},{"product_id":"damages-personal-injury-legal-expenses-insurance-taxation-1-hour-cpe","title":"Damages, Personal Injury, Legal Expenses \u0026 Insurance Taxation - 1 Hour CPE","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e After completing this course, the student will be able to determine when damage and personal injury awards are and are not taxable, the treatment and deductibility of legal expenses, employment discrimination, wrongful incarceration, business damages, capital items, human trafficking, physical injury, physical sickness, sexual harassment, wrongful death, chronically ill, terminally ill, viatical settlements, insurance policy sales, and more.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Tax Subject = 1 CPE Credit \/ Total = 1 CPE Credit \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Tax Subject\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 1\u003c\/span\u003e\/1\/2024\u003c\/p\u003e\n\u003cdiv itemprop=\"description\" data-mce-fragment=\"1\" class=\"product-single__description rte\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv itemprop=\"description\" data-mce-fragment=\"1\" class=\"product-single__description rte\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eLee Reams, Sr., BSME, EA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan data-mce-fragment=\"1\"\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRegistration:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101  \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":48057480216865,"sku":"2579337-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Personal-Injury-Tax_Litmos.jpg?v=1707338726"},{"product_id":"community-property-1-hour-cpe","title":"Community Property - 1 Hour CPE","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective: \u003c\/strong\u003eAfter completing this course, the student will be able to determine a taxpayer’s domicile, and if domiciled in a community property state how to apply the community property rules and allocations to married taxpayers filing separately. Analyzes the treatment of various types and sources of income and covers the various instances when community property rules can be disregarded. Also included are a number of other issues impacting taxpayers domiciled in a community property state. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 1\u003c\/span\u003e\/1\/2024\u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eLee Reams, Sr., BSME, EA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan data-mce-fragment=\"1\"\u003e 1-800-384-1101 \u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRegistration:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":48122523615521,"sku":"2579349-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE110-CommunityProperty-Litmos_1.jpg?v=1708546448"},{"product_id":"tax-law-interpretations-and-citability-1-hour-cpe","title":"Tax Law Interpretations and Citability – 1 hour CPE","description":"\u003cp\u003e\u003cstrong\u003eLearning Objective:\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eAfter completing this course, the student will learn of the structure of the Internal Revenue code, what sources of code interpretation are available, and whether they are citable in defending a position taken on a tax return. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003c\/span\u003e\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFederal Taxation = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFederal Taxation\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003cspan\u003e 1\u003c\/span\u003e\/1\/2024\u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eIntermediate \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eLee Reams, Sr., BSME, EA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab. \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101 \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":48896910000417,"sku":"2619511-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/tax-law-citation-litmos.jpg?v=1714601987"},{"product_id":"cpe20124-compensation-tax-issues-2-hours-cpe","title":"Compensation Tax Issues - 2 Hours CPE","description":"\u003cp\u003e\u003cstrong\u003eLearning Objective:\u003c\/strong\u003e\u003cspan\u003e After completing this course, the student will be able to deal with a variety of compensation issues including back pay, differential pay, compensation versus gift, medical resident, student FICA exemption, employee discounts, election workers, fringe benefits, paid family leave, apartment managers, manufacturer incentives, Medicaid waiver payments, surrogacy fees, renter lease buy-out, W-2 after death, turf removal subsidies, utility rebates, tip income, tip splitting, tip jars, allocated tips, taxi drivers, unreported tips, gaming industry, statutory employee, commission drivers, insurance sales agent and more.   \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003c\/span\u003e\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFederal Tax Subject = 2 CPE Credits \/ Total = 2 CPE Credits\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFederal Tax Taxation\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003cspan\u003e 5\u003c\/span\u003e\/1\/2024\u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp\u003e\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eIntermediate\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eLee Reams, Sr., BSME, EA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc., \u003c\/span\u003eis registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":48909450281249,"sku":"2621584-A","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Compensation_Litmos.jpg?v=1714754279"},{"product_id":"charitable-contributions-2-hours-cpe-1","title":"Charitable Contributions - 2 Hours CPE","description":"\u003cdiv class=\"product-single__description rte\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLearning Objective:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e After completing this course, the student will be able to distinguish between contributions that are and are not deductible including the use of taxpayer assets, timeshares, volunteering, out of pocket volunteer expenses, cash and non-cash contributions, AGI limitations, special rules for capital gain property, foreign charities, personal benefits forfeited, car washes, pancake breakfasts, quid pro quo contributions, entertaining for charity, away from home travel, meals, first-class accommodations, vehicle expenses, substantiation rules, pledge cards, payroll contributions, appraisals, cars, boats and planes, charity easements, qualified conservation contributions, qualified charitable distributions and more.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCPE Hours:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eFederal Taxation = 2 CPE Credits \/ Total = 2 CPE Credits\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAccreditation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eField of Study:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e\u003cspan\u003e \u003c\/span\u003eFederal Taxation\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePublication Date:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e 5\u003c\/span\u003e\/1\/2024\u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cstrong data-mce-fragment=\"1\"\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eSelf-Study \u003c\/p\u003e\n\u003cdiv class=\"product-single__description rte\" data-mce-fragment=\"1\" itemprop=\"description\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eLevel:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eIntermediate \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePrerequisites:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNone\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eNo Advanced Preparation Required \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAuthor:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e Lee Reams, BSME, EA\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Material:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab. \u003c\/p\u003e\n\u003cp\u003e\u003cstrong data-mce-fragment=\"1\"\u003eRefund Policy:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cspan\u003eYour complete satisfaction is our #1 priority. At \u003c\/span\u003e\u003cspan\u003eCountingWorks, Inc.\u003c\/span\u003e\u003cspan\u003e, we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101. \u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e CountingWorks, Inc.\u003c\/span\u003e\u003cspan\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSign-up online by clicking add to cart above or by phone at 1-800-384-1101. \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":48909799719201,"sku":"2623712-A","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE708-Litmos.jpg?v=1714764432"},{"product_id":"total-practice-gold-membership","title":"Total Practice Gold Membership","description":"\u003ch1 dir=\"ltr\" style=\"text-align: center;\"\u003e\n\u003cspan\u003eTotal Practice Gold\u003cbr\u003e\u003c\/span\u003eEverything You Need for Year-Round CPE — Just $399\u003cb\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h1\u003e\n\u003ch3 dir=\"ltr\" style=\"text-align: center;\"\u003e\u003cspan\u003eStay current, earn credits, and connect with fellow tax pros on your schedule, anytime and anywhere.\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cem\u003eAnnual Subscription – Renews Automatically Unless Canceled.\u003c\/em\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003ch2\u003e\n\u003cspan\u003eHere's What's Included:\u003c\/span\u003e\u003cbr\u003e\n\u003c\/h2\u003e\n\u003cul data-stringify-type=\"unordered-list\" data-list-tree=\"true\" class=\"p-rich_text_list p-rich_text_list__bullet p-rich_text_list--nested\" data-indent=\"0\" data-border=\"0\"\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003eUnlimited\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003e24\/7 access to an extensive collection of self-study courses\u003c\/strong\u003e, all designed to keep you up-to-date with the latest tax law changes.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003eCourse offerings range from\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003e1 to 24 Continuing Professional Education (CPE) credits\u003c\/strong\u003e.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003e\n\u003cstrong\u003eLearn tax law in micro-doses with our new Nano CPE courses\u003c\/strong\u003e — short 10–20 minute lessons that fit between client calls and help you stay sharp year-round. CPA-approved, and bundled for EA\/CTEC hour-based credit.\u003cspan style=\"font-size: 0.875rem;\"\u003e\u003cbr\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003e\n\u003cstrong\u003e Go beyond tax law with practice-building courses \u003c\/strong\u003eon advisory, onboarding, pricing, AI, workflow, and communication — the real-world skills every modern firm needs but no one teaches in school. \u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003eConvenient\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eonline grading and immediate issuance of CPE certificates\u003c\/strong\u003e.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003eAccess to the continually updated digital version of the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eBig Book of Taxes.\u003cbr\u003e\u003cbr\u003e\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003eIncludes membership to the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eCW Connect Technical Support Tax Forum\u003c\/strong\u003e. You can post technical questions, give product recommendations, exchange important information, and do so much more.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003e\u003cspan\u003eIncludes the \u003cstrong\u003e16-hour CPE Virtual Tax Update and Review Webinar\u003c\/strong\u003e (divided into 2 sessions), along with the bonus \u003cstrong\u003e6-hour California Individual Tax Update \u0026amp; Federal Differences Virtual Webinar\u003c\/strong\u003e.\u003cbr\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli data-stringify-indent=\"0\" data-stringify-border=\"0\"\u003e\n\u003cstrong\u003eMonthly On Demand WebCasts\u003c\/strong\u003e\u003cspan\u003e covering new tax laws and hot topics.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003ch3 style=\"text-align: center;\" dir=\"ltr\"\u003e\u003cspan\u003e\u003cbr\u003e\u003cem\u003e\"This have been the greatest resource for a single practitioner. Thanks so much for being there with the answers.\" - Janet Beatty\u003cbr\u003e\u003c\/em\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003ch2 data-end=\"96\" data-start=\"63\"\u003eJoin Total Practice Today!\u003c\/h2\u003e\n\u003cp data-is-only-node=\"\" data-is-last-node=\"\" data-end=\"372\" data-start=\"98\"\u003eStay ahead of the curve with expert guidance, practical tools, and year-round support. Total Practice is built specifically for small to mid-sized tax firms. You're not just earning CPE — you're gaining a reliable resource to help you run a smarter, more efficient practice.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor additional details or questions, please contact us at 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 style=\"text-align: center;\" dir=\"ltr\"\u003e\u003cem\u003e\"An incredible value \u0026amp; a huge asset to our profession!\" - Claudia Tolbert\u003c\/em\u003e\u003c\/h3\u003e\n\u003ch2\u003e▶️ Want to Add Your Team?\u003c\/h2\u003e\n\u003cp data-start=\"92\" data-end=\"269\"\u003eEasily expand your\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"111\" data-end=\"145\"\u003eTotal Practice Gold Membership\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eby adding staff—starting at just\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"179\" data-end=\"196\"\u003e$299 per user\u003c\/strong\u003e.\u003cbr data-start=\"197\" data-end=\"200\"\u003eYou can add team members anytime, and we’ll handle the setup for you.\u003c\/p\u003e\n\u003cp data-start=\"271\" data-end=\"388\"\u003eJust enter your primary member and company info at checkout. A\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"334\" data-end=\"387\"\u003eCountingWorks Rep will contact you to get started\u003c\/strong\u003e.\u003c\/p\u003e\n\u003ch3 data-start=\"390\" data-end=\"587\"\u003e👉\u003cspan\u003e \u003c\/span\u003e\u003ca data-start=\"393\" data-end=\"587\" data-is-last-node=\"\" rel=\"noopener\" class=\"text-link\" href=\"https:\/\/www.taxcpe.com\/collections\/unlimited-cpe-bundle-package-all-courses\/products\/total-practice-gold-membership?variant=31374552989807\"\u003e\u003cstrong data-start=\"394\" data-end=\"446\"\u003eClick here to purchase additional members\u003c\/strong\u003e\u003c\/a\u003e\n\u003c\/h3\u003e\n\u003cp\u003e\u003cscribe-shadow id=\"crxjs-ext\" data-crx=\"okfkdaglfjjjfefdcppliegebpoegaii\" style=\"position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;\"\u003e\u003c\/scribe-shadow\u003e\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":50245598675233,"sku":"TOTALG20","price":399.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Gold-522x.jpg?v=1765401791"},{"product_id":"total-practice-platinum","title":"Total Practice Platinum Membership","description":"\u003ch2\u003e\u003cspan\u003ePremium Education. Unlimited MAX. Built for Growing Firms.\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eTotal Practice Platinum combines our complete annual tax education program with unlimited MAX Intelligence access and advanced tools designed for firms that want to educate clients, identify opportunities, and grow without usage limits.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eEverything You Need to Stay Current and Serve More Clients\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003ePlatinum includes everything in Total Practice Gold, plus unlimited MAX capacity and premium features for your firm.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cstrong\u003e\u003cspan\u003eYour Platinum membership includes:\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e✓ Unlimited self-study CPE\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Monthly tax updates\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Nano learning\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Client-ready education\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ 16-hour Virtual Tax Update \u0026amp; Review\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Additional deep-dive education\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Expanded client campaigns\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003ePut MAX Intelligence to Work Across Your Entire Client Base\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003ePlatinum removes the client and credit limits, giving you the freedom to use MAX throughout your practice.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e✓ \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eUnlimited imported clients\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eBring your entire client base into MAX without worrying about account limits.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e✓ \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eUnlimited MAX credits\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eUse MAX Intelligence across your practice without tracking annual credit usage.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e✓ \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eAdvanced analytics\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eGain deeper insight into your client base and uncover opportunities for proactive planning and engagement.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e✓ \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eCustom branding\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eKeep your client communications aligned with your firm's brand.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e✓ \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003ePriority support\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eGet priority assistance when you need help.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eEducation That Goes Beyond CPE\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eTotal Practice Platinum isn't just about earning required CPE hours. It's designed to help you stay informed throughout the year and turn what you learn into meaningful conversations with your clients.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eFrom monthly tax updates and deep-dive education to the 16-hour Virtual Tax Update \u0026amp; Review, you'll have ongoing access to the information you need to stay current as tax laws and planning opportunities change.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eOne Membership. Your Entire Practice.\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWith unlimited MAX clients and credits, Platinum is built for firms that don't want their use of MAX determined by client counts or annual usage limits.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eUse MAX to help identify opportunities across your client base, support proactive client conversations, and deliver more value throughout the year.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":50245824282913,"sku":"TOTALP20","price":599.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/products\/CPE_Total_Package_Platinum_600px_1.jpg?v=1585929853"},{"product_id":"disaster-loss-provisions-for-homeowners-webinar-1-hour-cpe","title":"Disaster Loss Provisions for Homeowners Webinar - 1 Hour CPE","description":"\u003cp\u003e\u003cstrong\u003eLearning Objectives: \u003c\/strong\u003eBy taking this course, students will gain comprehensive knowledge on a variety of topics related to disaster loss taxation and recovery.\u003cspan\u003e These include understanding Qualified Disaster Losses, Claiming a Qualified Disaster Loss, Election to Claim Loss on Prior Year Amended Return, Net Operating Loss Deduction, Insurance Coverage and Reimbursement, Taxation of FEMA Assistance Payments, When Disaster Losses Might Result in a Gain, Involuntary Conversions, Debris Removal and Demolition Expenses, Filing Extensions, Using Retirement Funds for Recovery, Proving Losses, Safe Harbor Loss Determinations, Personal Belongings Losses, and Home Destroyed Computations.\u003cbr\u003e\u003c\/span\u003e\u003cbr\u003e\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e Federal Tax Law = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e Federal Tax Subject \u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003cspan\u003e 1\/20\/2025\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003cspan\u003e Group Internet-Based\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e Intermediate\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003cspan\u003e None \u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e \u003c\/span\u003e\u003cbr\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003cspan\u003e No Advanced Preparation Required\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eSpeaker:\u003c\/strong\u003e\u003cspan\u003e Lee Reams, Sr., BSME, EA \u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eWebinar Material:\u003c\/strong\u003e\u003cspan\u003e A copy of the PDF is available for download under the Additional References tab.\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. 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height: 19.5938px;\"\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"width: 65.9926%; height: 19.5938px;\"\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 19.5938px;\"\u003e\n\u003ctd style=\"width: 33.6397%; height: 19.5938px;\"\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"width: 65.9926%; height: 19.5938px;\"\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 19.5938px;\"\u003e\n\u003ctd style=\"width: 33.6397%; height: 19.5938px;\"\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"width: 65.9926%; height: 19.5938px;\"\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e \n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cdiv class=\"product-single__description rte\"\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51068186755361,"sku":"2770021-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025_Self-Study_HSA_Litmos.jpg?v=1742588730"},{"product_id":"foreign-reporting-3-hours-cpe","title":"Foreign Reporting - 3 Hours CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eMaster Foreign Reporting and Taxation: Key Concepts for U.S. Taxpayers\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\" style=\"height: 78.375px;\"\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 78.375px;\"\u003e\n\u003ctd style=\"height: 78.375px;\"\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eAfter completing this course, the student will be conversant in foreign reporting issues, including FBAR, Form 8938, foreign rentals, foreign pensions, reporting receipt of foreign gifts or bequests, reporting ownership or transactions with foreign trusts, annual information return for foreign trust with U.S. owner, ownership or voting power in a foreign corporation, determining tax on nonresident alien gifts of property located in the U.S., nonresident and resident alien status, substantial presence test, ECI and FDAP income, Sec 911 foreign earned income exclusion, bona fide resident, physical presence, housing deduction, and more.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eFederal Taxation = 3 CPE Credits\/ Total = 3 CPE Credits\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Taxation\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e3\/20\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eSelf-Study \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e \n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51082874356001,"sku":"2770027-A","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025_Self-Study_FBAR_Litmos.jpg?v=1742837934"},{"product_id":"pension-tax-credits-1-hour-cpe","title":"Pension Tax Credits - 1 Hour CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eMaster Pension Tax Credits and Employer Incentives\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eAfter completing this course, the student will be conversant with the qualifications, limits, calculations, and other issues related to the Saver's Credit, Pension Plan Start-Up Costs Credit, Employer Contribution Tax Credit, Small Employer Automatic Enrollment Credit, and the General Business Credit.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eFederal Taxation = 1 CPE Credit1\/ Total = 1 CPE Credit\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Taxation\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e3\/21\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eSelf-Study \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e \n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51082957488417,"sku":"2770190-A","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025SelfStudyPensionLitmos.jpg?v=1742841427"},{"product_id":"cpe00922-taxpayer-due-diligence-2-hours-cpe-copy","title":"Ethics - Taxpayer Due Diligence - 2 Hours CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eEthics in Action: Mastering Taxpayer Due Diligence Requirements\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eLearning Objectives:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eAfter completing this course, the student will be able to apply the mandated due diligence requirements for EITC, CTC, DTC, AOTC, and head of household to the student’s tax practice.\u003cstrong\u003e\u003cem\u003e\u003cspan\u003e \u003c\/span\u003e\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cem\u003eThe course counts as ethics for Enrolled Agents and California Registered Tax Preparers and tax subjects for CPAs.\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eRegulatory Ethics = 2 CPE Credits \/ Total = 2 CPE Credits (CTEC, IRS, Enrolled Agents)\u003cbr\u003e\u003cbr\u003eFederal Taxation = 2 CPE Credits \/ Total = 2 CPE Credits (NASBA-QAS CPAs Only)\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eRegulatory Ethics\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e4\/10\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eSelf-Study \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":51163675066657,"sku":"2624325-A","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Due-Diligence_Litmos.jpg?v=1744402280"},{"product_id":"tax-relief-strategies-innocent-spouse-installment-sales-and-offers-in-compromise-3-hours-cpe","title":"Tax Relief Strategies: Innocent Spouse, Installment Sales, and Offers in Compromise - 3 Hours CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eExplore Crucial Tax Relief Strategies\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective: \u003c\/strong\u003eAfter completing this course, students will understand the qualifications, limitations, calculations, and key considerations involved in Injured and Innocent Spouse Relief, Installment Sales, and Offers in Compromise.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eFederal Tax Law = 3 CPE Credits\/ Total = 3 CPE Credits\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Taxation\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e3\/23\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eSelf-Study \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e \n\u003cp\u003e\u003cstrong\u003eCourse Material:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51233057472801,"sku":"2778668-A","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025SelfStudyMoney-Litmos.jpg?v=1745862362"},{"product_id":"august-2025-tax-update-and-planning-strategies-microcast-1-hour-cpe","title":"August 2025 Tax Update and Planning Strategies MicroCast - 1 Hour CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eAugust 2025 Tax Briefing: Key Updates and Planning Insights for Professionals\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e  \u003c\/span\u003e\u003c\/strong\u003eThis course covers key 2025 tax updates and planning issues, including changes from the OBBBA taking effect in 2025, updates on Qualified Income Trusts, and new federal tax deadlines tied to state-declared disasters. It also addresses PTIN account access requirements using ID.me, the need for Written Information Security Plans (WISP), and considerations when accessing corporate capital. Additional topics include scams involving the purchase of tribal tax credits, how HOA dues relate to the home office deduction, cost segregation study fees, and Roth investment fees. The course also features highlights from the Tax Court Corner and the Fraud Blotter.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Subject\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e8\/1\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eGroup Internet-Based\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51530781884705,"sku":"2821405-A","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025AugustWebcast-Litmos.jpg?v=1753830624"},{"product_id":"september-2025-tax-update-and-planning-strategies-microcast-1-hour-cpe","title":"September 2025 Tax Update and Planning Strategies MicroCast - 1 Hour CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eStay Current: September 2025 Key IRS Changes \u0026amp; Developments\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e  \u003c\/span\u003e\u003c\/strong\u003eBy taking this course the student will learn about e-file problems with returns with Medicaid Waiver payments, expiring EV credits, 2026 draft W-2 and W-2C dealing with tips, overtime, and Trump Account contributions, IRS considerations related to non-English services, the Protecting and Preserving Social Security Act, Form 941 major fraud exposure, Tax Court post Supreme Court ruling, plus student Q\u0026amp;A, the Tax Court Corner, and the Fraud Blotter.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e9\/1\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eGroup Internet-Based\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51650374697249,"sku":"2826764-A","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025SeptemberWebcast-Litmos.jpg?v=1756840641"},{"product_id":"october-2025-tax-update-and-planning-strategies-microcast-1-hour-cpe","title":"October 2025 Tax Update and Planning Strategies MicroCast - 1 Hour CPE","description":"\u003ch2 style=\"text-align: center;\"\u003e 2025 Stay ahead with the latest tax updates for October 2025\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e  \u003c\/span\u003e\u003c\/strong\u003eBy taking this course the student will learn about Qualified Charitable Distributions (QCDs), IRA losses under OBBBA, increased IRA bankruptcy exclusion, IRS transition to paperless refunds, drought relief for farmers and ranchers, retroactive R\u0026amp;D expensing, foreign rentals, improvements to leased property and more.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Subject = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e10\/1\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eGroup Internet-Based\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51872188301601,"sku":"2832017-A","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025OctoberWebcast-Litmos.jpg?v=1759335243"},{"product_id":"2025-big-book-of-taxes-24-hours-cpe","title":"2025 The Big Book of Taxes Self Study Course - 24 Hours CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eEarn 24 CPE hours and stay current with the latest IRS laws and regulations.\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp data-start=\"93\" data-end=\"413\"\u003e\u003cstrong\u003e\u003cspan\u003eThis course requires the purchase of the \u003c\/span\u003e\u003ca href=\"https:\/\/www.taxcpe.com\/products\/b365-big-book-of-taxes-365?variant=14343331331\" class=\"text-link\" target=\"_blank\"\u003eBig Book of Taxes 365 Online Version\u003c\/a\u003e.\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp data-start=\"93\" data-end=\"413\"\u003eBased on the \u003cstrong data-start=\"106\" data-end=\"158\"\u003e2025 online edition of the Big Book of Taxes 365\u003c\/strong\u003e, this CPE course equips you to excel this tax season and elevate your practice. The\u003cem\u003e Big Book of Taxes 365\u003c\/em\u003e is one of the most comprehensive tax update and review resources available, covering critical and newly impacted areas of individual income tax law.\u003c\/p\u003e\n\u003cp data-start=\"415\" data-end=\"670\"\u003eThis course focuses on commonly challenging topics for tax professionals, spotlighting the latest tax law changes, IRS regulations, court cases, and rulings. While it’s a federal CPE course, California-specific differences are also highlighted throughout.\u003c\/p\u003e\n\u003cp data-start=\"672\" data-end=\"886\"\u003ePrepare fully for the 2025 filing season. The \u003cem\u003eBig Book of Taxes 365 \u003c\/em\u003eis continually updated with revenue rulings, procedures, announcements, court cases, code amendments, and provisions set to sunset or be extended. \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003ch2\u003eLearning Objectives:\u003c\/h2\u003e\n\u003cp\u003eAfter completing this course, the student will have studied many important tax issues generally applicable to the preparation individual income tax returns. This course uses 1,400 plus page Big Book of Taxes 2025-26 version as the course syllabus and explores aspects of tax preparation including:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eStatus Issues\u003c\/li\u003e\n\u003cli\u003eIncome Types \u0026amp; Treatment \u003c\/li\u003e\n\u003cli\u003eBusiness Filings \u0026amp; Issues \u003c\/li\u003e\n\u003cli\u003ePension Plans \u003c\/li\u003e\n\u003cli\u003eEducation Issues \u003c\/li\u003e\n\u003cli\u003eAdjustments \u0026amp; Exclusions \u003c\/li\u003e\n\u003cli\u003eDeductions \u003c\/li\u003e\n\u003cli\u003eTaxes \u003c\/li\u003e\n\u003cli\u003eCredits \u003c\/li\u003e\n\u003cli\u003ePenalties \u003c\/li\u003e\n\u003cli\u003eMiscellaneous \u003c\/li\u003e\n\u003cli\u003eAffordable Care Act\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Subject = 24 CPE Credits \/ Total = 24 CPE Credits\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e10\/1\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eSelf-Study\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003cspan\u003eThe\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003e\u003ca class=\"text-link\" href=\"https:\/\/www.taxcpe.com\/products\/b365-big-book-of-taxes-365?variant=14343331331\" target=\"_blank\"\u003eBig Book of Taxes 365 Online Version\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003e(sold separately)\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eYour complete satisfaction is our #1 priority. At \u003c\/span\u003e\u003cspan\u003eCountingWorks, Inc.\u003c\/span\u003e\u003cspan\u003e, we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101. \u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e\u003cspan\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cspan\u003eCountingWorks, Inc.  is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSign-up online by clicking add to cart above or by phone at 1-800-384-1101. \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51900002763041,"sku":"2832413-A","price":299.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2024_24-hour_BB_Course_-_Litmos_470x_f69aa02d-bc69-4586-95a0-2fbe05778f9f.webp?v=1759968156"},{"product_id":"2026-california-individual-tax-update-federal-differences-webinar-6-hours-cpe","title":"2026 California Individual Tax Update \u0026 Federal Differences Webinar - 6 Hours CPE","description":"\u003csection style=\"max-width: 100%; margin: 0 auto; line-height: 1.6;\"\u003e\n\u003ch1 style=\"text-align: center;\"\u003eLearn how SB-711 and 2025 law alignments shape California tax rules and planning opportunities in this updated 6-hour webinar.\u003c\/h1\u003e\n\u003ch1 style=\"text-align: center;\"\u003eNovember 4, 2025 - January 22, 2026\u003c\/h1\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003eWe've enhanced our California webinar to include the significant legal changes introduced by \u003cstrong\u003eSB-711\u003c\/strong\u003e, which align several California tax provisions with federal law as of \u003cstrong\u003eJanuary 1, 2025\u003c\/strong\u003e, preceding the enactment of the \u003cstrong\u003eOne Big Beautiful Bill\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eThese updates will impact many 2025 returns. Watch for the enhanced webinar and updated \u003cem data-end=\"657\" data-start=\"638\"\u003eBig Book of Taxes\u003c\/em\u003e coming in November, featuring the latest California rule changes.\u003c\/p\u003e\n\u003cp\u003eJoin \u003cstrong\u003eArt Werner, JD\u003c\/strong\u003e and \u003cstrong\u003eLee Reams, EA\u003c\/strong\u003e for a side-by-side comparison of California and federal tax codes—highlighting key differences and planning opportunities.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003ch2\u003eLearning Objectives \u003c\/h2\u003e\n\u003cp\u003eThis three-part webcast covers the \u003cem\u003edifferences\u003c\/em\u003e between Federal and California individual tax issues. Each lesson addresses unique CA issues and areas where California conforms or does not conform to federal law.\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eIncludes\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul style=\"margin-top: 6px;\"\u003e\n\u003cli\u003e6-hour CPE California Individual Tax Update \u0026amp; Federal Differences webinar (3 sessions)\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003eThe \u003cstrong\u003eBig Book of Taxes \u003c\/strong\u003eseminar edition, our highly respected 1,400+ page seminar edition. This unique seminar text includes integrated California provisions and differences and is so complete and well-organized that many practitioners use it as their primary tax season reference.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eLive Q\u0026amp;A monitored by our tax subject-matter experts\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c!-- CTAs --\u003e\n\u003ch2\u003e\u003cstrong\u003eSpeakers\u003c\/strong\u003e\u003c\/h2\u003e\n\u003ctable role=\"presentation\" style=\"width: 100%; border-collapse: collapse;\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 150px; padding: 8px; vertical-align: top; text-align: center;\"\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Reams_Lee_headshot.jpg?v=1742410617\" alt=\"Headshot of Lee Reams, EA\" style=\"width: 140px; max-width: 100%; height: auto; border-radius: 12px;\"\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 8px; vertical-align: middle;\"\u003e\n\u003cp style=\"margin: 0;\"\u003e\u003cstrong\u003eLee Reams, BSME, EA\u003c\/strong\u003e — Renowned educator and strategist for forward-looking tax professionals.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 150px; padding: 8px; vertical-align: top; text-align: center;\"\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/art-werner_54bef47c-a854-4629-9af0-4c03c3cfddf1.jpg?v=1742411006\" alt=\"Headshot of Art Werner, JD, MS\" style=\"width: 140px; max-width: 100%; height: auto; border-radius: 12px;\"\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 8px; vertical-align: middle;\"\u003e\n\u003cp style=\"margin: 0;\"\u003e\u003cstrong\u003eArt Werner, J.D., M.S.\u003c\/strong\u003e — Nationally respected for making complex tax law simple.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003ch2\u003e\u003cstrong\u003eConference Schedule\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp style=\"margin-top: -4px;\"\u003e\u003cem\u003e\u003cspan\u003eThe schedule restarts every\u003c\/span\u003e\u003c\/em\u003e \u003cstrong\u003eTuesday and Thursday between November 4, 2025 and January 22, 2026\u003c\/strong\u003e\u003cem\u003e\u003cspan\u003e. We offer the webinar in Pacific time based on the scheduled times listed below.\u003c\/span\u003e\u003c\/em\u003e\u003c\/p\u003e\n\u003ctable role=\"table\" style=\"width: 100%; border-collapse: collapse; border: 1px solid #ddd;\"\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth style=\"text-align: left; padding: 10px; border-bottom: 1px solid #ddd;\"\u003eLesson\u003c\/th\u003e\n\u003cth style=\"text-align: left; padding: 10px; border-bottom: 1px solid #ddd;\"\u003eTime (Pacific Time)\u003c\/th\u003e\n\u003cth style=\"text-align: left; padding: 10px; border-bottom: 1px solid #ddd;\"\u003eCPE\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eLesson 1\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e8:00 AM  – 10:00 AM\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e2 Hours\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eLesson 2\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e10:30 AM – 12:30 PM\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e2 Hours\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px;\"\u003eLesson 3\u003c\/td\u003e\n\u003ctd style=\"padding: 10px;\"\u003e1:30 PM – 3:30 PM\u003c\/td\u003e\n\u003ctd style=\"padding: 10px;\"\u003e2 Hours \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c!-- Optional upcoming dates row (edit or duplicate as needed) --\u003e\n\u003ctable role=\"presentation\" style=\"width: 100%; margin-top: 10px; border-collapse: collapse;\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 8px; border: 1px dashed #ddd;\"\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003ch2\u003e\u003cstrong\u003eCourse Details\u003c\/strong\u003e\u003c\/h2\u003e\n\u003ctable role=\"table\" style=\"width: 100%; border-collapse: collapse; border: 1px solid #ddd;\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 40%; padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003eCPE Hours\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eCalifornia Taxation = 6 CPE credits\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003eAccreditation\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eCTEC, NASBA-QAS for CPAs (not available for Enrolled Agent credit)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003eField of Study\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eCalifornia Taxation\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003ePublication Date\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eOctober 2025\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003eDelivery Method\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eGroup Internet-Based\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003eLevel\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003e\u003cstrong\u003ePrerequisites\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-bottom: 1px solid #eee;\"\u003eOverview of California Taxation or comparable knowledge\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px;\"\u003e\u003cstrong\u003eAdvanced Preparation\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px;\"\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; border-top: 1px solid #ddd;\"\u003e\u003cstrong\u003eCourse Material\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd style=\"padding: 10px; border-top: 1px solid #ddd;\"\u003e\u003cspan\u003eThe Big Book of Taxes seminar edition\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eYour complete satisfaction is our #1 priority. At \u003c\/span\u003e\u003cspan\u003eCountingWorks, Inc.\u003c\/span\u003e\u003cspan\u003e, we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101. \u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e\u003cspan\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cspan\u003eCountingWorks, Inc.  is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSign-up online by clicking add to cart above or by phone at 1-800-384-1101. \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003c\/section\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51903688180001,"sku":"LP_124630","price":179.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2024_California_Fall_Courses_2_-_Litmos.jpg?v=1729542039"},{"product_id":"november-2025-tax-update-and-planning-strategies-microcast-1-hour-cpe","title":"November 2025 Tax Update and Planning Strategies MicroCast - 1 Hour CPE","description":"\u003ch2 style=\"text-align: center;\"\u003e 2025 November Briefing on Key Tax Updates and Planning Rules\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e  \u003c\/span\u003e\u003c\/strong\u003eBy taking this course, the student will learn about the new Form 1099-DA; when thefts and scams qualify for a casualty loss; the new Form 1040, Schedule 1-A; proposed legislation to expand the “no tax on overtime”; premium tax credit paybacks in 2026; proposed tariff rebate checks; the beneficiary ten-year rule and RMDs; qualified health FSA expenses; property search expenses; reporting personal items sold on eBay; the election to treat qualified dividends as ordinary income; application of the lodging per diem; the Tax Court Corner; and the Tax Fraud Corner.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Subject = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e11\/1\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eGroup Internet-Based\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":51964686598433,"sku":"2839287-A","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025_November_Webcast_-_Litmos.jpg?v=1761938955"},{"product_id":"2026-pocket-tax-guide","title":"2026 Pocket Tax Guide","description":"\u003cp class=\"MsoNormal\"\u003eThe 2026 edition of our Pocket Tax Guide is packed with up-to-date tax information, rate updates, and a summary of the OBBBA and delayed effects from the Secure 2.0 legislation for both 2025 and 2026. It’s ideal for fostering client goodwill and attracting new clients. The subscription is available in three PDF formats for both online and print use, allowing for easy personalization through Adobe Acrobat. It also includes high-resolution, print-ready PDF files for convenient printing at your local printer.\u003c\/p\u003e\n\u003cul type=\"disc\" style=\"margin-top: 0in;\"\u003e\n\u003cli style=\"mso-list: l0 level1 lfo1; tab-stops: list .5in;\" class=\"MsoNormal\"\u003e8-Panel Format 3.5\"x8.5\" (Flat 8.5\"x 14) \u003c\/li\u003e\n\u003cli style=\"mso-list: l0 level1 lfo1; tab-stops: list .5in;\" class=\"MsoNormal\"\u003e\u003ca href=\"https:\/\/images.client-sites.com\/CB2026-PocketTaxGuide-Sample.pdf\"\u003eView Sample Here\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003e\u003cb\u003eHighlights of Changes for 2025 and 2026: \u003c\/b\u003e\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eSenior Deduction\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan style=\"font-size: 10.0pt; mso-bidi-font-size: 12.0pt; line-height: 115%; font-family: 'Courier New'; mso-fareast-font-family: 'Courier New';\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003eNo Tax on Tips\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eNo Tax on Qualified Overtime\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eRefundable Adoption Credit\u003c\/li\u003e\n\u003cli\u003eIncreased SALT Limit\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eSunsetting Environmental Credits\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eNew Qualified Small Business Stock Exclusion\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eResearch or Experimental Expensing\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eMinimum QBI Deduction\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eExpanded Teacher Expense Deductions\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eItemized Deduction Limit for High Income Taxpayers\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eNon-itemizer Charitable Deduction\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eCharitable Deduction Floor\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eRequired Minimum Distributions\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eDependent Care Credit and FSA \u003cspan style=\"mso-bidi-font-style: italic;\"\u003eIncreases\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003e\u003cspan style=\"mso-bidi-font-style: italic;\"\u003eNew Gambling Loss Limit\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003e\u003cspan style=\"mso-bidi-font-style: italic;\"\u003eNew Full Repayment of Excess Premium Tax Credit\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003e\u003cspan style=\"mso-bidi-font-style: italic;\"\u003e1099-NEC Reporting Threshold \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eIndividual Tax Calendar\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eStandard Deductions \u0026amp; Phase Outs\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eSS, Medicare, and SE Tax Rates\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eSS Benefits\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eCapital Gains Tax Rates\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eLong-Term Care Age Related Insurance Limits\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eIRA – Limits \u0026amp; Phase Outs\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eRetirement Plan Contribution Limits\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eSaving for Education\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eStandard Mileage Rates\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003ePer Diem Rates\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eSec 179 Expensing\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eBonus Depreciation\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eCorporate Tax Rate\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eTrust \u0026amp; Estate Tax Rates\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eUnified Estate \u0026amp; Gift Tax Schedule\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003e2025 Individual Tax Rate Schedules\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eAMT Tax – Individuals\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eEstimated Tax Safe Harbors\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eFuture Value Table – Fixed Sum\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eFuture Value Table – Annuity\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eLife Expectancy Table\u003c\/li\u003e\n\u003cli\u003e\n\u003c!--[endif]--\u003eTax Equivalents – Muni Bonds \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp style=\"margin: 6.0pt 0in 0in 0in;\" class=\"MsoNormal\"\u003eThe online subscription includes unlimited downloads to two versions of each brochure in Adobe PDF formats. One version allows you to edit and personalize the PDF file directly. If you have Adobe Acrobat, you will have the ability to edit the text and resave the brochures for your business use. The subscription allows for printing runs up to 2500. Please call for a quote for larger firms or print runs.\u003cbr\u003e\u003cbr\u003eThe subscription period is for 12 months from the date of purchase. Subscribers will have access to the latest versions of the brochure. The CountingWorks, Inc. license allows you to use the brochures via email, online, or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only.\u003cbr\u003e\u003cbr\u003e\u003cb\u003ePDF Download Instructions:\u003c\/b\u003e\u003cbr\u003eOnce your order has been processed, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). Simply click on the file name and save it to your desktop.     \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52067062350113,"sku":null,"price":104.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Pocket-tax-guide-2024-shopify.jpg?v=1704224863"},{"product_id":"2025-tax-organizer-form-fill-pdf-4-pages","title":"Tax Organizer 2025 Form-Fill PDF- 4 Pages","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003e2025 Tax Organizer Form-Fill PDF Download - 4 Pages\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eDesigned for taxpayers with simple standard deduction returns. 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The copy and design are protected under U.S. copyrights and are provided for your business use only. \u003cstrong data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePDF Download Instructions:\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eOnce your order has been approved, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). This will show you the PDF files available for download. Simply click on the file name to save to your desktop.     \u003c\/span\u003e\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":52067164651809,"sku":null,"price":45.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/8pageorganizer_360x_360x_d3b0394b-23f8-4188-bb33-150c0177b42b.jpg?v=1696625496"},{"product_id":"2025-tax-organizer-form-fill-pdf-8-pages","title":"Tax Organizer 2025 Form-Fill PDF - 8 Pages -","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e2025 Tax Organizer Form-Fill PDF Download - 8 Pages\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003eOur most complete organizer suitable for any taxpayer, includes investment income and capital gains, itemized deductions, child care, employee and self-employed business expenses, home office, education expenses, rental and Schedule C income and expenses, home sale, debt relief and foreclosure, moving and home energy credits. \u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\u003ca href=\"https:\/\/images.client-sites.com\/TaxOrganizerPDFs\/TD1PDFW-2021-blue-sample.pdf\" class=\"text-link\" data-mce-fragment=\"1\"\u003eView sample\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eThe subscription period is for 12 months from date of purchase. Subscribers will have access to the latest version of the organizer. The CountingWorks, Inc. license allows you to use the files via email, online or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only. \u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePDF Download Instructions:\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eOnce your order has been approved, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). This will show you the PDF files available for download. Simply click on the file name to save to your desktop.  \u003c\/span\u003e\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":52067165208865,"sku":null,"price":65.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/8pageorganizer_360x_360x_5aea1843-e61d-4d7b-86df-22eb7e48ab74.jpg?v=1696633885"},{"product_id":"2025-tax-organizer-form-fill-pdf-6-pages","title":"Tax Organizer 2025 Form-Fill PDF - 6 Pages","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e2025 Tax Organizer Form-Fill PDF Download - 6 Pages\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003eDesigned for taxpayers who itemize their deductions. Includes everything included in the 8-page organizer except self-employed and rental income.  \u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\u003ca href=\"https:\/\/images.client-sites.com\/TaxOrganizerPDFs\/TD2PDFW-2021-blue-sample.pdf\" class=\"text-link\" data-mce-fragment=\"1\"\u003eView Sample\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThe subscription period is for 12 months from the date of purchase. Subscribers will have access to the latest version of the organizer. The CountingWorks, Inc. license allows you to use the files via email, online or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only. \u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePDF Download Instructions:\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eOnce your order has been approved, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). This will show you the PDF files  available for download. Simply click on the file name to save it to your desktop.    \u003c\/span\u003e\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":52067166945569,"sku":null,"price":55.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/8pageorganizer_360x_360x_b6bbe674-3f72-4286-b670-ab6b1a0d745d.jpg?v=1696625759"},{"product_id":"2025-tax-organizer-pdf-suite-3-versions-copy","title":"Tax Organizer 2025 PDF Suite - 3 Versions","description":"\u003cp\u003e\u003cstrong data-mce-fragment=\"1\"\u003e2025 Tax Organizer Form-Fill PDF Suite - 3 Versions\u003cbr data-mce-fragment=\"1\"\u003e\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eIncludes the 4 page, 6 page and 8 page Tax Organizers\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eThe subscription period is for 12 months from date of purchase. Subscribers will have access to the latest version of the organizer. The CountingWorks, Inc. license allows you to use the files via email, online or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePDF Download Instructions:\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eOnce your order has been approved, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). This will show you the PDF files available for download. Simply click on the file name to save to your desktop.\u003c\/span\u003e\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":52067167568161,"sku":null,"price":145.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/8pageorganizer_360x_360x_c871512c-a8d6-42b9-9de1-515fada1025b.jpg?v=1696634777"},{"product_id":"2025-business-organizer-form-fill-pdf","title":"Business Organizer 2025 Form-Fill PDF","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003e2025 Business Organizer Form-Fill PDF\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eA complete organizer for partnerships and incorporated business entities\u003c\/span\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\u003ca href=\"https:\/\/images.client-sites.com\/TaxOrganizerPDFs\/BD1PDFW-2021-Blue-sample.pdf\" class=\"text-link\" data-mce-fragment=\"1\"\u003eView sample here\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan data-mce-fragment=\"1\"\u003eThe subscription period is for 12 months from date of purchase. Subscribers will have access to the latest versions of the files. The CountingWorks, Inc. license allows you to use the files via email, online or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePDF Download Instructions:\u003c\/b\u003e\u003cbr data-mce-fragment=\"1\"\u003eOnce your order has been approved, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). This will show you the PDF files available for download. Simply click on the file name to save to your desktop.\u003c\/p\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":52067168125217,"sku":null,"price":45.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/bizorganizer_360x_360x_6de7a4d3-996d-4823-9093-37ac540bf7a3.jpg?v=1696634530"},{"product_id":"2026-compliance-acknowledgement-set-pdf","title":"2026 Compliance Acknowledgement Set PDF","description":"\u003cspan data-mce-fragment=\"1\"\u003eThis 5-page compliance set is for practitioners who do not require specialized consents.\u003c\/span\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eThe Compliance Set PDF includes the following;\u003c\/strong\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eIntroduction Page\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e- Saves time by explaining the requirements and what the client needs to do before the appointment or send in with their tax data.\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eEngagement Letter\u003c\/strong\u003e- Deals with tax law compliance, client's responsibilities, taxes, interest and penalties, fees associated with government inquires, confidentiality issues, tax positions and conflicts of interest.\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eUse Consent\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e- To provide other tax-related services.\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003ePrivacy Policy Statement\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e- No unauthorized disclosure. \u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eReferral Promotion\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e- Let your clients know you appreciate their referrals.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"TaxCPE","offers":[{"title":"Default Title","offer_id":52067194372385,"sku":null,"price":40.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Pb04_2048x2048_48b61cf8-e1f9-4286-9b5e-ff442676f37b.jpg?v=1696872087"},{"product_id":"december-2025-tax-update-and-planning-strategies-microcast-1-hour-cpe-copy","title":"December 2025 Tax Update and Planning Strategies MicroCast - 1 Hour CPE","description":"\u003ch2 style=\"text-align: center;\"\u003eDecember Update: Tax Changes, Planning Rules, and Practical Guidance\u003c\/h2\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e  \u003c\/span\u003e\u003c\/strong\u003eBy taking this course the student will learn about: tax ramifications of below market loans, draft Form 1098-LVI, big changes for catch-up contributions, collection statute expiration date, pass-through entity (PTE) elective tax is still viable, 2025 employer OT reporting penalty relief, IRS direct file program suspended, 2025 tax filings by the numbers, student loan debt forgiveness issue on the horizon, debt secured after completing substantial home improvements, dual sources of rental income, Sec 121 \u0026amp; foreign homes and more. \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Subject = 1 CPE Credit \/ Total = 1 CPE Credit\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Law \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e12\/1\/2025 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eGroup Internet-Based\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52067612688673,"sku":"2861263-A","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2025DecemberWebcast-Litmos.jpg?v=1764900189"},{"product_id":"ai-101-nano-series-bundle","title":"AI 101 Essentials Series: 8 Courses (0.2 CPE Each)","description":"\u003ch2\u003e8 Courses | AI Essentials for Modern Tax Pros\u003c\/h2\u003e\n\u003cp data-start=\"210\" data-end=\"322\"\u003e\u003cstrong data-start=\"210\" data-end=\"322\"\u003eLearn AI step-by-step—from fundamentals to real-world tax applications—in short, laser-focused Nano Courses. \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-start=\"324\" data-end=\"448\"\u003eGet all \u003cstrong data-start=\"332\" data-end=\"350\"\u003e8 Nano Courses\u003c\/strong\u003e in one bundle and build confidence using AI in tax research, advisory, planning, audit, and more.\u003c\/p\u003e\n\u003ch2 data-start=\"455\" data-end=\"473\"\u003eWhat You Get\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-start=\"476\" data-end=\"507\"\u003e8 expert-written Nano Courses\u003c\/li\u003e\n\u003cli data-start=\"510\" data-end=\"561\"\u003eEach course: \u003cstrong data-start=\"523\" data-end=\"534\"\u003e0.2 CPE\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"564\" data-end=\"604\"\u003eDesigned for practical, real-world use \u003c\/li\u003e\n\u003cli data-start=\"607\" data-end=\"646\"\u003eLearn in \u003cstrong data-start=\"616\" data-end=\"644\"\u003e10–18 minutes per course\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"649\" data-end=\"703\"\u003eDownloadable \u003cstrong\u003ereference materials \u003c\/strong\u003eand real-world examples included when applicable.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"913\" data-end=\"935\"\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp data-start=\"937\" data-end=\"1103\"\u003e\u003cstrong data-start=\"937\" data-end=\"1020\"\u003eAI 101 – Course 1: What Is a Prompt? 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Applications \/ Taxes\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1246\" data-start=\"1137\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1161\" data-start=\"1137\"\u003e\u003cstrong data-end=\"1155\" data-start=\"1139\"\u003eCredit Hours\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1246\" data-start=\"1161\" data-col-size=\"md\"\u003e0.2 CPE (Nano Learning)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1355\" data-start=\"1247\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1271\" data-start=\"1247\"\u003e\u003cstrong data-end=\"1268\" data-start=\"1249\"\u003eDelivery Method\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1355\" data-start=\"1271\" data-col-size=\"md\"\u003eNano Learning\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1464\" data-start=\"1356\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1380\" data-start=\"1356\"\u003e\u003cstrong data-end=\"1377\" data-start=\"1358\"\u003eCPE Eligibility\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1464\" data-start=\"1380\"\u003eCPAs only (EAs and other professionals may attend for educational benefit)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1573\" data-start=\"1465\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1489\" data-start=\"1465\"\u003e\u003cstrong data-end=\"1484\" data-start=\"1467\"\u003eRefund Policy\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1573\" data-start=\"1489\" data-col-size=\"md\"\u003eFor refund, complaint, or cancellation policies, call 1-800-384-1101\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 data-start=\"3038\" data-end=\"3059\"\u003e\u003cbr\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. \u003c\/span\u003e\u003cspan\u003eState boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \u003c\/span\u003e\u003cspan\u003eComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"https:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-start=\"3319\" data-end=\"3349\"\u003eStart Mastering AI Today\u003c\/h2\u003e\n\u003ch2 data-start=\"2256\" data-end=\"2300\"\u003eGet the Bundle — Or Join Total Practice\u003c\/h2\u003e\n\u003cp data-start=\"2301\" data-end=\"2309\"\u003eYou can:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli data-start=\"2312\" data-end=\"2355\"\u003eBuy the \u003cstrong data-start=\"2320\" data-end=\"2347\"\u003efull AI 101 Nano Bundle\u003c\/strong\u003e, \u003cstrong data-start=\"2349\" data-end=\"2355\"\u003eor\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"2358\" data-end=\"2390\"\u003eJoin \u003cstrong data-start=\"2363\" data-end=\"2381\"\u003eTotal Practice\u003c\/strong\u003e and get:\u003cbr\u003e\u003cbr\u003e\u003cstrong data-start=\"2395\" data-end=\"2415\"\u003eAll Nano Courses\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2420\" data-end=\"2434\"\u003eDeep Dives\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2439\" data-end=\"2460\"\u003eMicro-Tax Updates\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2465\" data-end=\"2485\"\u003eUnlimited access\u003c\/strong\u003e to our full CE library\n\u003cul data-start=\"2393\" data-end=\"2508\"\u003e\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52079172911393,"sku":"ESSENTIALS","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/AI-101-1-Prompt-881x728.jpg?v=1765225771"},{"product_id":"tax-ramifications-for-scam-victims-0-2-nano-cpe","title":"Tax Ramifications for Scam Victims - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFinancial Scams Don’t Just Steal Money — They Trigger Serious Tax Consequences.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eModern scams—investment frauds, impersonation schemes, AI voice-cloning extortion, and other rapidly evolving fraud tactics—are exploding in frequency and sophistication. For victims, the financial loss is devastating. But for tax professionals, the real emergency comes next: determining whether the loss is deductible, navigating retirement distribution rules, and helping clients avoid irreversible tax fallout.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you the clarity and framework you need to evaluate scam-related losses, identify when IRC §165(c)(2) applies, and mitigate the tax damage caused by fraudulent withdrawals.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eLearning Objective\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIdentify when scam-related losses are deductible and understand the tax impact of scam-induced retirement withdrawals.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis 13-minute nano-learning course explains how the IRS treats losses from modern financial scams and when those losses may qualify as deductible under IRC §165(c)(2). Participants learn how to assess taxpayer intent, document profit-motive claims, and navigate the tax consequences of scam-related retirement account withdrawals. The course also covers how the 60-day rollover rule can help mitigate taxable distributions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProfessionals advising clients who have experienced financial scams\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003ePractitioners navigating casualty and theft loss deductibility\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eTax pros who want clarity on retirement distribution rules and rollover options\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan\u003eWhy It Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFinancial scams don’t just drain a client’s money—they can create major tax consequences.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWithout proper guidance, victims may face taxable distributions, early withdrawal penalties, and nondeductible losses. With a clear framework, practitioners can quickly assess deductibility, document client intent, and help clients avoid unnecessary tax burdens while supporting a smoother financial recovery.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eLee T. Reams, Sr., EA\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eLee T. Reams, Sr. is an owner and Editor-in-Chief of CountingWorks, where he develops tax education content, edits the \u003c\/span\u003e\u003cspan\u003eBig Book of Taxes\u003c\/span\u003e\u003cspan\u003e, and speaks for the CountingWorks Seminar Series. He is a long-time practitioner and industry leader with extensive experience in tax education, practice management systems, and professional standards.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Details\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv align=\"left\" dir=\"ltr\"\u003e\n\u003ctable\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\"\u003e \u003ccol width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxes\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at nasbaregistry.org.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eProtect Your Clients From a Second Financial Hit — Starting Today\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cem\u003eTax Ramifications for Scam Victims\u003c\/em\u003e\u003cspan\u003e and learn how to guide clients through the tax consequences of fraud with clarity, confidence, and compliance.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\n\u003cspan\u003e🟩 \u003c\/span\u003e\u003cspan\u003eEnroll Now or J\u003c\/span\u003eoin \u003ca title=\"Total Practice\" href=\"https:\/\/www.taxcpe.com\/collections\/unlimited-cpe-bundle-package-all-courses\"\u003eTotal Practice\u003c\/a\u003e\n\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52079407956257,"sku":"2861667-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Scam-881x728.jpg?v=1765226640"},{"product_id":"continuation-business-continuity-succession-planning-for-tax-pros-0-2-nano-cpe","title":"Continuation, Business Continuity \u0026 Succession Planning for Tax Pros - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eur Clients Rely on You.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eBut What Happens If You Can’t Show Up Tomorrow? \u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals often overlook one of their greatest risks: a lack of continuation, business continuity, and succession planning. Whether caused by illness, incapacity, cyberattacks, natural disasters, or sudden death—unplanned interruptions can harm clients, destroy practice value, and violate ethical obligations.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives practitioners a practical, modern framework for ensuring their clients, systems, and practice remain protected—no matter what happens.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eLearning Objective\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRecognize the essential components of continuation, business continuity, and succession planning for tax professionals, including emergency readiness, secure access protocols, client protection procedures, and designated successor authorization.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis 11-minute nano-learning course shows tax professionals how to protect clients and practice value through proper continuation, business continuity, and succession planning. Participants learn how to prepare emergency bridge files, secure MFA access, document client inventories, strengthen communication workflows, and designate authorized assisting practitioners to ensure orderly transitions during unexpected events. The course emphasizes professional responsibility, risk mitigation, and the operational steps required to maintain continuity and prevent client harm.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eProfessionals responsible for client continuity and operational risk\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eProfessionals seeking to protect their practice value\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eFirms without a formal continuity or succession plan\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\u003cspan\u003ePractitioners preparing for retirement, transition, or emergency scenarios\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy It Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eYour practice is more than a business—it’s a responsibility.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWithout proper continuation and succession planning:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eClients may be left without representation\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eFamilies and executors cannot access encrypted records\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003ePractice value collapses within days\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eEthical and legal obligations may be violated\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWith proper planning:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eClients remain protected\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eSystems stay secure\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eSuccessors can step in immediately\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli role=\"presentation\" dir=\"ltr\"\u003e\n\u003cspan\u003eLong-term practice value is preserved\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eContinuation planning isn’t optional.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eIt’s a professional duty.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/h2\u003e\n\u003ch3 dir=\"ltr\"\u003e\u003cstrong\u003eLee Thomas Reams II\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eLee Reams II is a long-standing industry leader specializing in firm operations, risk management, and modern professional readiness. He teaches practitioners how to safeguard their clients and protect their legacy through structured continuation, business continuity, and succession planning frameworks aligned with IRS and OPR expectations.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Details\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv align=\"left\" dir=\"ltr\"\u003e\n\u003ctable\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\"\u003e \u003ccol width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBusiness Management and Organization\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at \u003c\/span\u003e\u003cspan\u003enasbaregistry.org\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eProtect Your Clients — and Your Legacy\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cem\u003eContinuation, Business Continuity \u0026amp; Succession Planning for Tax Pros\u003c\/em\u003e\u003cspan\u003e today and build a plan that safeguards your practice and clients in any emergency\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\n\u003cspan\u003e🟩 \u003c\/span\u003e\u003cspan\u003eEnroll Now or J\u003c\/span\u003eoin\u003cspan\u003e \u003c\/span\u003e\u003ca class=\"text-link\" title=\"Total Practice\" href=\"https:\/\/www.taxcpe.com\/collections\/unlimited-cpe-bundle-package-all-courses\"\u003eTotal Practice\u003c\/a\u003e\n\u003c\/h2\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52079442264353,"sku":"2858596-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Succession-881x728.jpg?v=1765227272"},{"product_id":"protecting-your-firm-from-scope-creep-0-2-nano-cpe","title":"Protecting Your Firm from Scope Creep - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003ecope Creep Doesn't Just Hurt Your Margins — It Hurts Your Firm.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEvery tax and accounting professional eventually encounters scope creep: the extra “quick questions,” added tasks, emergency requests, and unplanned deliverables that quietly drain profitability and overwhelm your team.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you the clear systems, scripts, and workflows you need to stop scope creep before it starts — and correct it when it already exists — without damaging client relationships.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eLearning Objective\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIdentify strategies to prevent and manage scope creep through clear engagement definitions, structured proposal workflows, and consistent boundary-setting communication.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis 16-minute nano-learning course teaches tax and accounting professionals how to stop scope creep by clearly defining service boundaries, enforcing engagement terms, and using simple scripts and proposal workflows to manage out-of-scope requests. Participants learn how scope creep erodes profitability, strains teams, and damages client alignment—and how to correct it using strong communication, systemized processes, and firmwide consistency.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eProfessionals looking to protect margins and prevent unbilled work\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eProfessionals redefining engagement clarity and service boundaries\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy It Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eScope creep isn’t harmless — it’s a structural threat to your bottom line.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWithout proper boundaries:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eProfit margins erode silently\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eTeams become overwhelmed with hidden work\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eClients develop unclear expectations\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eBilling becomes inconsistent or reactive\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eEngagements drift far beyond their intended scope\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWith a well-defined boundary system:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eFirmwide confidence increases\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003ePricing becomes more consistent\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eClients understand the value of expanded services\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eProposal workflows protect revenue\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\" role=\"presentation\"\u003e\n\u003cspan\u003eThe firm can grow without burnout\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStopping scope creep isn’t about saying “no.”\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eIt’s about saying \u003c\/span\u003e\u003cspan\u003eyes — with clarity, structure, and pricing\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/h2\u003e\n\u003ch3 dir=\"ltr\"\u003e\n\u003cstrong\u003eLee Thomas Reams II\u003cbr\u003e\u003c\/strong\u003e\u003cspan\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003c\/span\u003e\u003cspan\u003eLee Reams II is a long-time industry educator specializing in practice management, workflow optimization, pricing strategy, and client communication systems. He teaches professionals how to strengthen firm boundaries, maintain profitability, and enhance client relationships using modern operational frameworks and automation-driven processes.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Details\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv dir=\"ltr\" align=\"left\"\u003e\n\u003ctable\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\"\u003e \u003ccol width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBusiness Management and Organization\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at \u003c\/span\u003e\u003cspan\u003enasbaregistry.org\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eProtect Your Profitability — Starting Today\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cem\u003eProtecting Your Firm from Scope Creep\u003c\/em\u003e\u003cspan\u003e and learn how to maintain firm boundaries, pricing integrity, and client alignment with confidence.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\n\u003cspan\u003e🟩 \u003c\/span\u003e\u003cspan\u003eEnroll Now or J\u003c\/span\u003eoin\u003cspan\u003e \u003c\/span\u003e\u003ca class=\"text-link\" title=\"Total Practice\" href=\"https:\/\/www.taxcpe.com\/collections\/unlimited-cpe-bundle-package-all-courses\"\u003eTotal Practice\u003c\/a\u003e\n\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52079487189281,"sku":"2858597-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Scope-881x728.jpg?v=1765227735"},{"product_id":"holiday-gifts-that-offer-tax-benefits-0-2-nano-cpe","title":"Holiday Gifts That Offer Tax Benefits - 0.2 CPE","description":"\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eGive Better Gifts. Deliver Bigger Savings.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eEvery holiday season, clients ask some version of:\u003cbr\u003e“Can I gift this and get a tax benefit?”\u003cbr\u003eThey want to be generous \u003ci\u003eand\u003c\/i\u003e smart. Your job is to help them do both — without stepping on a compliance landmine.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis course gives you a clear, client-ready playbook for year-end gifting that creates \u003cb\u003ereal tax advantage\u003c\/b\u003e (not wishful thinking). You’ll walk away knowing exactly what to recommend, what to avoid, and how to explain it simply.\u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_d1fua44hmu\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eLearning Objective\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eIdentify compliant holiday gifting strategies that leverage gift-tax, education, retirement, and employee-gift rules to increase tax benefits for clients.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_6y8px4recudv\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eCourse Description\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis nano-learning course helps tax and accounting professionals guide clients on year-end gifting strategies that create legitimate tax advantages. Participants review key rules and dollar thresholds for gift-tax exclusions, education gifts (including direct tuition and 529 super funding), retirement contributions, and employer\/employee gifting so they can maximize benefits while avoiding compliance pitfalls.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_sgikmkbqdb7m\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eWho This Is For\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eTax and accounting pros answering year-end gifting questions\u003cbr\u003eAdvisors who want fast, clean guidance they can use with clients right away\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_p0ui26ree7yy\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eWhy It Matters\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eHoliday gifting is emotional. Tax rules are not.\u003cbr\u003eWhen you combine the two without a framework, clients can accidentally trigger gift tax, miss exclusions, or lose deductions they thought they had.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eWith the right strategy, though, gifting becomes a win-win:\u003cbr\u003eclients feel good, families benefit, and the tax outcome is optimized.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_sni517yddbre\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eLee T. Reams, Sr., EA\u003cbr\u003e\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN\"\u003eLee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals.\u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003cbr\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cstrong\u003eCourse Details\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cdiv align=\"left\" dir=\"ltr\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable style=\"width: 100%;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 27.6038%;\"\u003e \u003ccol width=\"481\" style=\"width: 72.0352%;\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxes\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e. \u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_51juv1x4onsl\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003e\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003ca name=\"_35p1cel92v1l\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan style=\"color: windowtext; text-decoration: none; text-underline: none;\"\u003e \u003c\/span\u003e\u003c\/a\u003e\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan style=\"color: #1155cc;\"\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 class=\"MsoNormal\"\u003e\n\u003ca name=\"_6zypxf4efe8i\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eMake Year-End Gifting Easy (for You and Your Clients)\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eStart \u003cb\u003eHoliday Gifts That Offer Tax Benefits\u003c\/b\u003e and get the rules, thresholds, and advisory scripts you need to guide clients confidently through holiday generosity — with the tax benefits handled right.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52130568044833,"sku":"2869077-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Gifts-881x728.jpg?v=1765824393"},{"product_id":"year-end-stock-strategies-for-savvy-investors-0-2-nano-cpe","title":"Year-End Stock Strategies for Savvy Investors - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eear-end is when smart investing and smart tax planning finally meet.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eClients with equity positions are often sitting on unrealized gains, losses, or stock options — and the choices they make before December 31 can materially change their tax outcome next year. This course gives you a practical, advisor-ready framework for helping clients make those moves confidently and compliantly.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eLearning Objective\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIdentify key year-end stock tax strategies to help clients reduce investment-related tax liability.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis \u003c\/span\u003e\u003cspan\u003e10-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e gives tax and accounting professionals a clear framework for advising clients on year-end stock tax planning. Participants learn practical techniques such as loss harvesting, wash-sale avoidance, smart timing of gains or option exercises, and charitable stock giving to improve tax outcomes.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising clients with stock portfolios\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eAdvisors supporting clients with stock options or year-end equity transactions\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy It Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eYear-end offers a narrow window to lock in capital losses, avoid wash sale disallowance, and match gains and losses for maximum rate efficiency. Getting the timing wrong can erase deductions or increase tax cost, while getting it right can meaningfully reduce a client’s total liability.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eAuthor \/ Instructor \u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eLee T. Reams, Sr., BSME, EA\u003c\/strong\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Details\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv align=\"left\" dir=\"ltr\"\u003e\n\u003ctable style=\"width: 100%; height: 339.938px;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.181%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.458%;\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxes\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 35.5938px;\"\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 35.5938px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"height: 55.1875px;\"\u003e\n\u003ctd style=\"height: 55.1875px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 55.1875px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eFinish the Year Strong\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eYear-End Stock Strategies for Savvy Investors\u003c\/span\u003e\u003cspan\u003e and gain a clean, repeatable approach to helping clients harvest losses, avoid wash sales, time gains and option exercises, and use charitable stock giving to maximize tax efficiency before year-end.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52130637775137,"sku":"2869239-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Year-End-881x728.jpg?v=1765826113"},{"product_id":"january-2026-micro-tax-update-last-minute-tax-season-warm-up","title":"January 2026 Micro Tax Update - Last Minute Tax Season Warm-Up - 2 Hours CPE","description":"\u003ch2 style=\"margin-bottom: 4.0pt; mso-pagination: widow-orphan; page-break-after: auto;\"\u003e\n\u003ca name=\"_2kwqijug8a37\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\" style=\"font-size: 17.0pt; line-height: 115%;\"\u003eJanuary 2026 Micro Tax Update - Tax Season Warm-Up: What Changed, What Matters, What to Watch \u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003ch3 style=\"margin-top: 14.0pt; mso-pagination: widow-orphan; page-break-after: auto;\"\u003e\n\u003ca name=\"_yjllwmo7d5n5\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\" style=\"font-size: 13.0pt; line-height: 115%; color: black;\"\u003eA Last-Minute Tax Season Warm-Up You Can’t Afford to Skip\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h3\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThe start of tax season is not the time to \u003ci\u003ediscover\u003c\/i\u003e what changed — it’s when you need to be \u003cb\u003edecisive, confident, and proactive\u003c\/b\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis \u003cb\u003eJanuary 2026 Micro Tax Update\u003c\/b\u003e is a focused, practitioner-level refresher on the \u003cb\u003eOne Big Beautiful Bill Act\u003c\/b\u003e and \u003cb\u003edelayed SECURE 2.0 provisions\u003c\/b\u003e that directly affect the preparation of \u003cb\u003e2025 tax returns\u003c\/b\u003e \u003ci\u003eand\u003c\/i\u003e the planning decisions you’ll be making with clients for \u003cb\u003e2026\u003c\/b\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis isn’t theory. These are changes that impact:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l3 level1 lfo2; margin: 12.0pt 0in .0001pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eWhat shows up on Forms \u003cb\u003eW-2, 1099s, Schedule 1-A, and new elections\u003c\/b\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l3 level1 lfo2;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eWhich deductions, credits, and planning strategies are \u003ci\u003estill available\u003c\/i\u003e — and which quietly disappeared\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l3 level1 lfo2; margin: 0in 0in 12.0pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eHow you advise clients \u003cb\u003ebefore mistakes are made\u003c\/b\u003e, not after notices arrive\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eIf you prepare individual returns, advise business owners, or provide year-round tax planning, this course is your \u003cb\u003etax season warm-up\u003c\/b\u003e — designed to get your brain back into “update mode” before the phones start ringing.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin-bottom: 4.0pt; mso-pagination: widow-orphan; page-break-after: auto;\"\u003e\n\u003ca name=\"_2s6vhu8k5o87\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\" style=\"font-size: 17.0pt; line-height: 115%;\"\u003eWhy You Should Care\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eSeveral provisions covered in this course:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l1 level1 lfo3; margin: 12.0pt 0in .0001pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eApply \u003cb\u003eretroactively or newly beginning in 2025\u003c\/b\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l1 level1 lfo3;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eIntroduce \u003cb\u003enew forms, elections, thresholds, and reporting rules\u003c\/b\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l1 level1 lfo3; margin: 0in 0in 12.0pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eCreate \u003cb\u003eplanning opportunities that are easy to miss\u003c\/b\u003e if you rely on last year’s playbook\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eMissing or misunderstanding these changes can mean:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 12.0pt 0in .0001pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eLost deductions or credits for clients\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eIncorrect return positions\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 12.0pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eMissed advisory conversations that could have added real value\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis update helps you avoid those pitfalls — quickly and efficiently.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin-bottom: 4.0pt; mso-pagination: widow-orphan; page-break-after: auto;\"\u003e\n\u003ca name=\"_fw0ic6mit7zt\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\" style=\"font-size: 17.0pt; line-height: 115%;\"\u003eWhat You’ll Learn\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eIn just \u003cb\u003e2 hours\u003c\/b\u003e, you’ll get a clear, practical walkthrough of:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l4 level1 lfo5; margin: 12.0pt 0in .0001pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eKey provisions of the \u003cb\u003eOne Big Beautiful Bill Act\u003c\/b\u003e affecting individuals and businesses\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l4 level1 lfo5;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eDelayed \u003cb\u003eSECURE 2.0\u003c\/b\u003e changes now impacting retirement planning and reporting\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l4 level1 lfo5;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eNew and expanded deductions (standard, senior, SALT, QBI, business interest, depreciation)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l4 level1 lfo5;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eMajor changes to \u003cb\u003ecredits\u003c\/b\u003e (Child Tax Credit, Adoption Credit, CDCC, environmental credits)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l4 level1 lfo5;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eReporting and compliance updates (1099-K, 1099-NEC, overtime and tip deductions)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l4 level1 lfo5;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003ePlanning implications for \u003cb\u003eTrump Accounts, 529 expansions, QSBS, Opportunity Funds\u003c\/b\u003e, and more\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l4 level1 lfo5; margin: 0in 0in 12.0pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eIRS procedural updates, including \u003cb\u003eFirst-Time Abatement\u003c\/b\u003e and the \u003cb\u003eMATH Act\u003c\/b\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eEvery topic is presented with an eye toward \u003cb\u003ereal-world return preparation and client conversations\u003c\/b\u003e, not academic theory.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin-bottom: 4.0pt; mso-pagination: widow-orphan; page-break-after: auto;\"\u003e\n\u003ca name=\"_e9kaz0bc3fln\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\" style=\"font-size: 17.0pt; line-height: 115%;\"\u003eHow This Helps You This Tax Season\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eAfter completing this course, you’ll be able to:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l2 level1 lfo4; margin: 12.0pt 0in .0001pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003ePrepare 2025 returns with greater confidence and fewer surprises\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l2 level1 lfo4;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eSpot planning opportunities for 2026 while they still matter\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin-left: .5in; text-indent: -.25in; mso-list: l2 level1 lfo4;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eAnswer client questions clearly when they ask, \u003ci\u003e“Didn’t the law change on this?”\u003c\/i\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"text-indent: -.25in; mso-list: l2 level1 lfo4; margin: 0in 0in 12.0pt .5in;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e●\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e     \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan lang=\"EN\"\u003eStart the season informed instead of scrambling to catch up\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThink of this as your \u003cb\u003ereset button\u003c\/b\u003e — a fast, focused way to align your knowledge with the rules you’ll actually be using in the weeks ahead.\u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLearning Objective:\u003cspan\u003e  \u003c\/span\u003e\u003c\/strong\u003eBy taking this course the student will gain a refresher of the One Big Beautiful Bill Act and delayed SECURE 2.0 provisions impacting the preparation of 2025 tax returns and 2026 provisions impacting the tax planning for 2026.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eCPE Hours:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Update = 2 CPE Credits \/ Total = 2 CPE Credits \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eAccreditation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eCTEC, IRS, Enrolled Agents, NASBA CPA\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eField of Study:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eFederal Tax Update\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePublication Date:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e1\/1\/2026 \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eInstructional Delivery Method:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eGroup Internet-Based\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cstrong\u003eLevel:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/td\u003e\n\u003ctd\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAdvanced Preparation:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNo Advanced Preparation Required\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eAuthor:\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cspan\u003eLee Reams, Sr., BSME, EA \u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cp\u003e \u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eCourse Material: \u003c\/strong\u003eA copy of the course material is available for download under the Additional References tab.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Policy:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eYour complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at\u003cspan\u003e 1-800-384-1101.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCertified Public Accountants:\u003c\/strong\u003e\u003cspan\u003e CountingWorks, Inc.\u003c\/span\u003e is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eCountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRegistration:\u003c\/strong\u003e\u003cspan\u003e Sign-up online by clicking add to cart above or by phone at \u003c\/span\u003e1-800-384-1101 \u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52138671538465,"sku":"2872386-A","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/2026JanuaryWebcast-Litmos.jpg?v=1765940455"},{"product_id":"unlock-hidden-savings-master-the-american-opportunity-tax-credit","title":"Unlock Hidden Savings: Master the American Opportunity Tax Credit - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003ehe American Opportunity Tax Credit (AOTC) is one of the most valuable education credits available — but only when clients meet the rules and expenses are handled the right way. Because eligibility and timing matter, many families miss part (or all) of the savings simply by paying the wrong expense at the wrong time.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear, practical way to help clients capture the credit confidently and consistently.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eLearning Objective\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIdentify eligibility requirements and planning strategies that maximize the American Opportunity Tax Credit for qualified students while avoiding common compliance pitfalls.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis \u003c\/span\u003e\u003cspan\u003e11-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e provides tax and accounting professionals with a practical framework for maximizing the American Opportunity Tax Credit (AOTC) for eligible students. Participants learn the key eligibility rules, qualified expense definitions, income phaseouts, refundability limits, and year-end planning strategies needed to help clients capture the full credit.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising families with college students\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eProfessionals handling year-end education planning and credit optimization\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy It Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEducation costs are a major financial burden for many families, and the AOTC can make a real difference when it’s used properly. Advisors who understand the credit help clients avoid leaving money on the table, reduce year-end surprises, and make smarter decisions about how education expenses are paid. When clients get the full benefit, they feel supported — and your value as a proactive planner increases.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eLee T. Reams, Sr., BSME, EA\u003c\/strong\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Details\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv dir=\"ltr\" align=\"left\"\u003e\n\u003ctable style=\"width: 100%;\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.3538%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.2852%;\" width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxes\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eHelp Clients Capture Every Education Dollar\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eUnlock Hidden Savings: Master the American Opportunity Tax Credit\u003c\/span\u003e\u003cspan\u003e and gain a repeatable approach for confirming eligibility, aligning expenses, and timing payments so clients can secure the maximum credit each year.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52153225412897,"sku":"2869240-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-AOTC-881x728.jpg?v=1766082920"},{"product_id":"new-tax-benefits-for-k-12-teachers-and-educators-0-2-nano-cpe","title":"New Tax Benefits for K–12 Teachers and Educators - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRules. New Savings. Same Mission: Helping Educators Keep More of What They Earn.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStarting in 2026, K–12 teachers and educators get access to expanded tax benefits designed to better reflect the real, unreimbursed costs they routinely absorb for classrooms, supplies, and professional development. Many educators won’t realize what changed — or how to claim the full benefit — unless their advisor does.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you the clarity and planning framework to guide educator clients confidently under the updated rules.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eLearning Objective\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRecognize the 2026 educator-expense deduction rules and planning approaches that help eligible K–12 educators maximize tax savings while staying compliant. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis \u003c\/span\u003e\u003cspan\u003e13-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e prepares tax and accounting professionals to advise K–12 educators on new and expanded tax benefits starting in 2026. Participants learn the updated educator-expense deduction rules and how to use them to maximize savings for clients with unreimbursed classroom and professional costs.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals serving K–12 teachers and educators.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy It Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEducators often spend hundreds (or thousands) out of pocket each year to support their students and classrooms. With expanded benefits returning and limits changing, advisors who understand the new rules can help clients avoid missed deductions, reduce tax bills, and feel better supported in a profession that’s already financially demanding.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_sni517yddbre\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp style=\"margin: 12.0pt 0in 12.0pt 0in;\" class=\"MsoNormal\"\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eLee T. Reams, Sr., EA\u003cbr\u003e\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN\"\u003eLee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals.\u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003cbr\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cstrong\u003eCourse Details\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cdiv dir=\"ltr\" align=\"left\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable style=\"width: 100%;\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 27.6038%;\" width=\"148\"\u003e \u003ccol style=\"width: 72.0352%;\" width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxes\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e. \u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_51juv1x4onsl\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003e\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp style=\"margin: 12.0pt 0in 12.0pt 0in;\" class=\"MsoNormal\"\u003e\u003ca name=\"_35p1cel92v1l\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan style=\"color: windowtext; text-decoration: none; text-underline: none;\"\u003e \u003c\/span\u003e\u003c\/a\u003e\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan style=\"color: #1155cc;\"\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 class=\"MsoNormal\"\u003e\n\u003ca name=\"_6zypxf4efe8i\"\u003e\u003c\/a\u003e\u003cmeta charset=\"utf-8\"\u003e\n\u003c\/h2\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eHelp Educator Clients Capture Every Dollar They Deserve\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eNew Tax Benefits for K–12 Teachers and Educators\u003c\/span\u003e\u003cspan\u003e and learn how to apply the updated 2026 rules so your educator clients get the full savings available for the costs they shoulder every year.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 class=\"MsoNormal\"\u003e\u003cbr\u003e\u003c\/h2\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52153267749153,"sku":"2869241-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Teachers-881x728.jpg?v=1766084093"},{"product_id":"the-roi-within-grow-without-new-clients-series-7-courses-0-2-nano-cpe-each","title":"The ROI Within – Grow Without New Clients Series: 7 Courses (0.2 CPE Each)","description":"\u003ch2\u003eStop Chasing New Leads. Your Best Growth Is Already  On Your Client List.\u003c\/h2\u003e\n\u003cp data-start=\"210\" data-end=\"322\"\u003eGet all \u003cstrong\u003e7 Nano Course\u003c\/strong\u003es in one bundle and turn retention, segmentation, advisory upsells, and referrals into a simple, repeatable growth system — in minutes per course. \u003c\/p\u003e\n\u003ch2 data-start=\"455\" data-end=\"473\"\u003eWhat You Get\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-start=\"806\" data-end=\"841\"\u003e\n\u003cp data-start=\"808\" data-end=\"841\"\u003e\u003cstrong data-start=\"808\" data-end=\"841\"\u003e7 expert-written Nano Courses\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"806\" data-end=\"841\"\u003e\n\u003cp data-start=\"808\" data-end=\"841\"\u003e\u003cstrong data-start=\"808\" data-end=\"841\"\u003e\u003c\/strong\u003e\u003cstrong data-start=\"844\" data-end=\"868\"\u003eEach course: 0.2 CPE\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"869\" data-end=\"921\"\u003e\n\u003cp data-start=\"871\" data-end=\"921\"\u003eBuilt for \u003cstrong data-start=\"881\" data-end=\"921\"\u003epractical, real-world firm scenarios\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"922\" data-end=\"961\"\u003e\n\u003cp data-start=\"924\" data-end=\"961\"\u003e\u003cstrong data-start=\"924\" data-end=\"961\"\u003eLearn in 10–15 minutes per course\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"962\" data-end=\"1042\"\u003e\n\u003cp data-start=\"964\" data-end=\"1042\"\u003e\u003cstrong data-start=\"964\" data-end=\"1000\"\u003eDownloadable reference materials\u003c\/strong\u003e and real-world examples (when applicable)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1049\" data-end=\"1074\"\u003eWho This Bundle Is For\u003c\/h2\u003e\n\u003cp data-start=\"1075\" data-end=\"1124\"\u003eFor tax and accounting professionals who want to:\u003c\/p\u003e\n\u003cul data-start=\"1125\" data-end=\"1302\"\u003e\n\u003cli data-start=\"1125\" data-end=\"1170\"\u003e\n\u003cp data-start=\"1127\" data-end=\"1170\"\u003eGrow revenue \u003cstrong data-start=\"1140\" data-end=\"1170\"\u003ewithout adding new clients\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1171\" data-end=\"1243\"\u003e\n\u003cp data-start=\"1173\" data-end=\"1243\"\u003eBuild repeatable systems for \u003cstrong data-start=\"1202\" data-end=\"1243\"\u003eretention, cross-sells, and referrals\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1244\" data-end=\"1302\"\u003e\n\u003cp data-start=\"1246\" data-end=\"1302\"\u003eConvert seasonal relationships into \u003cstrong data-start=\"1282\" data-end=\"1302\"\u003eyear-round value  \u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"913\" data-end=\"935\"\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 1: Hidden Gold – The ROI Within Your Existing Client Base - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis nano-learning course teaches tax and accounting professionals how to unlock sustainable growth by maximizing the value of their existing client base. Through practical examples and clear frameworks, it demonstrates how small activation strategies—focused on retention, service expansion, and referrals—can significantly increase revenue without additional marketing spend. Participants will learn how relationship rhythm, proactive communication, and lifetime value thinking transform everyday client interactions into meaningful business opportunities.\u003c\/p\u003e\n\u003cp data-start=\"1983\" data-end=\"2058\"\u003e\u003cstrong\u003eCourse 2: Segment to Scale – Turning Your Client List Into a Profit Map - 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eThis nano-learning course teaches tax and accounting professionals how to increase revenue and improve service delivery by segmenting their existing client base. Participants learn a simple three-lens segmentation method—life stage, service tier, and behavior—to build a dynamic “client profit map” that guides personalization, prioritization, and scalable advisory growth without adding new clients.\u003c\/p\u003e\n\u003cp data-start=\"2461\" data-end=\"2528\"\u003e\u003cstrong\u003eCourse 3: From Prep to Planning – The Power of Advisory Upsells - 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eThis nano-learning course shows tax and accounting professionals how to move clients from compliance work into proactive advisory services. Participants learn how to recognize advisory-ready clients, package outcome-based offers, and use streamlined proposals to grow recurring revenue without adding new clients.\u003c\/p\u003e\n\u003cp data-start=\"2844\" data-end=\"2923\"\u003e\u003cstrong\u003eCourse 4: Life Events = New Revenue — Cross-Sells That Serve Clients Better - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis Nano explores how to anticipate client milestones, start meaningful conversations, and use simple automation to deliver the right help at the right time. \u003c\/p\u003e\n\u003cp data-start=\"3084\" data-end=\"3153\"\u003e\u003cstrong\u003eCourse 5: Referrals and Reviews — The Growth Loop You Already Own - 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eThis 12-minute nano-learning course shows tax and accounting professionals how to generate steady referrals and reviews using a simple, repeatable client-advocacy system. Participants learn how to ask at the right moments, use straightforward scripts, and leverage automation to strengthen digital credibility and create ongoing growth.\u003c\/p\u003e\n\u003cp data-start=\"3492\" data-end=\"3577\"\u003e\u003cstrong\u003eCourse 6: The Retention Engine — Turning Seasonal Clients into Year-Round Revenue - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis 11-minute nano-learning course teaches tax and accounting professionals how to escape the “seasonal trap” by building a retention engine that keeps clients engaged year-round. Participants learn the Retention Equation (relevance + rhythm + relationship), why retention dramatically increases profitability, and how to implement a four-part automated framework — onboarding, quarterly value moments, segmented content playbooks, and proactive renewals — to reduce churn and grow recurring revenue with existing clients.\u003c\/p\u003e\n\u003cp data-start=\"4103\" data-end=\"4193\"\u003e\u003cstrong\u003eCourse 7: Payroll \u0026amp; Expansion — Turning a Compliance Headache into an Advisory Gateway - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis 13-minute nano-learning course shows tax and accounting professionals how to turn payroll into a high-value advisory gateway instead of a low-margin compliance task. Participants learn how payroll insights improve retention, reduce risk, and open the door to recurring advisory services like compensation planning, classification guidance, and cash-flow support.\u003c\/p\u003e\n\u003ch2 data-start=\"2573\" data-end=\"2596\"\u003eLearning Objective\u003c\/h2\u003e\n\u003cp data-start=\"4591\" data-end=\"4651\"\u003eAfter completing this series, professionals will be able to:\u003c\/p\u003e\n\u003cul data-start=\"4652\" data-end=\"5351\"\u003e\n\u003cli data-start=\"4652\" data-end=\"4753\"\u003e\n\u003cp data-start=\"4654\" data-end=\"4753\"\u003eIdentify high-ROI growth opportunities inside an existing client base using lifetime value thinking\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"4754\" data-end=\"4868\"\u003e\n\u003cp data-start=\"4756\" data-end=\"4868\"\u003eSegment clients using a three-lens method (life stage, service tier, behavior) to prioritize outreach and offers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"4869\" data-end=\"4949\"\u003e\n\u003cp data-start=\"4871\" data-end=\"4949\"\u003eRecognize “advisory-ready” moments and package outcome-based planning services\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"4950\" data-end=\"5039\"\u003e\n\u003cp data-start=\"4952\" data-end=\"5039\"\u003eUse life events to trigger timely cross-sell conversations that improve client outcomes\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"5040\" data-end=\"5130\"\u003e\n\u003cp data-start=\"5042\" data-end=\"5130\"\u003eImplement a repeatable referrals-and-reviews workflow with simple scripts and automation\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"5131\" data-end=\"5245\"\u003e\n\u003cp data-start=\"5133\" data-end=\"5245\"\u003eBuild a retention engine using relevance + rhythm + relationship to reduce churn and increase year-round revenue\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"5246\" data-end=\"5351\"\u003e\n\u003cp data-start=\"5248\" data-end=\"5351\"\u003eReposition payroll from a low-margin task into an advisory gateway with recurring service opportunities\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-end=\"108\" data-start=\"82\"\u003eYour Instructor\u003c\/h2\u003e\n\u003cp data-end=\"456\" data-start=\"109\"\u003e\u003cstrong data-end=\"168\" data-start=\"109\"\u003eLee Thomas Reams II, Founder \u0026amp; CEO, CountingWorks, Inc.\u003cbr\u003e\u003c\/strong\u003e\u003cbr data-end=\"171\" data-start=\"168\"\u003eA pioneer in AI-driven practice management, Lee has spent decades helping firms modernize marketing, communication, and workflow automation. As the visionary behind \u003cstrong\u003eMAX AI and CountingWorks PRO\u003c\/strong\u003e, he brings deep insight into how professionals can harness AI to work smarter — not harder.\u003c\/p\u003e\n\u003ch2 data-end=\"483\" data-start=\"463\"\u003eCourse Details\u003c\/h2\u003e\n\u003cdiv class=\"TyagGW_tableContainer\"\u003e\n\u003cdiv class=\"group TyagGW_tableWrapper flex w-fit flex-col-reverse\" tabindex=\"-1\"\u003e\n\u003ctable class=\"w-fit min-w-(--thread-content-width)\" data-end=\"1573\" data-start=\"484\"\u003e\n\u003cthead data-end=\"591\" data-start=\"484\"\u003e\n\u003ctr data-end=\"591\" data-start=\"484\"\u003e\n\u003cth data-col-size=\"sm\" data-end=\"508\" data-start=\"484\"\u003e\u003cstrong data-end=\"496\" data-start=\"486\"\u003eDetail\u003c\/strong\u003e\u003c\/th\u003e\n\u003cth data-col-size=\"md\" data-end=\"591\" data-start=\"508\"\u003e\u003cstrong data-end=\"525\" data-start=\"510\"\u003eInformation\u003c\/strong\u003e\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody data-end=\"1573\" data-start=\"701\"\u003e\n\u003ctr data-end=\"809\" data-start=\"701\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"725\" data-start=\"701\"\u003e\u003cstrong data-end=\"720\" data-start=\"703\"\u003eProgram Level\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"809\" data-start=\"725\" data-col-size=\"md\"\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"918\" data-start=\"810\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"834\" data-start=\"810\"\u003e\u003cstrong data-end=\"829\" data-start=\"812\"\u003ePrerequisites\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"918\" data-start=\"834\" data-col-size=\"md\"\u003eBasic \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1027\" data-start=\"919\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"945\" data-start=\"919\"\u003e\u003cstrong data-end=\"944\" data-start=\"921\"\u003eAdvance Preparation\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1027\" data-start=\"945\" data-col-size=\"md\"\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1136\" data-start=\"1028\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1052\" data-start=\"1028\"\u003e\u003cstrong data-end=\"1048\" data-start=\"1030\"\u003eField of Study\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1136\" data-start=\"1052\"\u003eBusiness Management \u0026amp; Organization\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1246\" data-start=\"1137\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1161\" data-start=\"1137\"\u003e\u003cstrong data-end=\"1155\" data-start=\"1139\"\u003eCredit Hours\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1246\" data-start=\"1161\" data-col-size=\"md\"\u003e0.2 CPE (Nano Learning)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1355\" data-start=\"1247\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1271\" data-start=\"1247\"\u003e\u003cstrong data-end=\"1268\" data-start=\"1249\"\u003eDelivery Method\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1355\" data-start=\"1271\" data-col-size=\"md\"\u003eNano Learning\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1464\" data-start=\"1356\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1380\" data-start=\"1356\"\u003e\u003cstrong data-end=\"1377\" data-start=\"1358\"\u003eCPE Eligibility\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1464\" data-start=\"1380\"\u003eCPAs only (EAs and other professionals may attend for educational benefit)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1573\" data-start=\"1465\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1489\" data-start=\"1465\"\u003e\u003cstrong data-end=\"1484\" data-start=\"1467\"\u003eRefund Policy\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1573\" data-start=\"1489\" data-col-size=\"md\"\u003eFor refund, complaint, or cancellation policies, call 1-800-384-1101\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 data-start=\"3038\" data-end=\"3059\"\u003e\u003cbr\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. \u003c\/span\u003e\u003cspan\u003eState boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \u003c\/span\u003e\u003cspan\u003eComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"https:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-start=\"6735\" data-end=\"6778\"\u003eGet the Bundle — Or Join Total Practice\u003c\/h3\u003e\n\u003cp data-start=\"6779\" data-end=\"6789\"\u003eYou can:\u003c\/p\u003e\n\u003cul data-start=\"6790\" data-end=\"7019\"\u003e\n\u003cli data-start=\"6790\" data-end=\"6874\"\u003e\n\u003cp data-start=\"6792\" data-end=\"6874\"\u003e\u003cstrong data-start=\"6792\" data-end=\"6799\"\u003eBuy\u003c\/strong\u003e the full \u003cstrong data-start=\"6809\" data-end=\"6854\"\u003eThe ROI Within – Grow Without New Clients\u003c\/strong\u003e series bundle, or\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6875\" data-end=\"7019\"\u003e\n\u003cp data-start=\"6877\" data-end=\"6909\"\u003e\u003cstrong data-start=\"6877\" data-end=\"6900\"\u003eJoin Total Practice\u003c\/strong\u003e and get:\u003c\/p\u003e\n\u003cul data-start=\"6912\" data-end=\"7019\"\u003e\n\u003cli data-start=\"6912\" data-end=\"6932\"\u003e\n\u003cp data-start=\"6914\" data-end=\"6932\"\u003eAll Nano Courses\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6912\" data-end=\"6932\"\u003e\n\u003cp data-start=\"6914\" data-end=\"6932\"\u003eDeep Dives\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6952\" data-end=\"6973\"\u003e\n\u003cp data-start=\"6954\" data-end=\"6973\"\u003eMicro-Tax Updates\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6976\" data-end=\"7019\"\u003e\n\u003cp data-start=\"6978\" data-end=\"7019\"\u003eUnlimited access to our full CE library\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52173959725345,"sku":"GROWTH","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-ROI-C4-881x728_1.jpg?v=1766774625"},{"product_id":"the-language-and-practice-of-advisory-series-modules-1-10-0-2-nano-cpe-each","title":"The Language and Practice of Advisory Series: Modules 1 - 10 (0.2 CPE Each)","description":"\u003ch2 data-start=\"252\" data-end=\"316\"\u003e\u003cstrong data-start=\"252\" data-end=\"316\"\u003eAdvisory Isn’t an Add-On. It’s the Future of the Profession.\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp data-start=\"332\" data-end=\"454\"\u003eGet all 10 Nano Courses in one bundle and learn how to move from compliance work to confident, scalable advisory services.\u003c\/p\u003e\n\u003ch2 data-start=\"547\" data-end=\"562\"\u003eWhat You Get\u003c\/h2\u003e\n\u003cul data-start=\"563\" data-end=\"787\"\u003e\n\u003cli data-start=\"563\" data-end=\"599\"\u003e\n\u003cp data-start=\"565\" data-end=\"599\"\u003e\u003cstrong data-start=\"565\" data-end=\"599\"\u003e10 expert-written Nano Courses\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"600\" data-end=\"626\"\u003e\n\u003cp data-start=\"602\" data-end=\"626\"\u003e\u003cstrong data-start=\"602\" data-end=\"626\"\u003eEach course: 0.2 CPE\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"627\" data-end=\"679\"\u003e\n\u003cp data-start=\"629\" data-end=\"679\"\u003eDesigned for \u003cstrong data-start=\"642\" data-end=\"679\"\u003epractical, real-world application\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"680\" data-end=\"710\"\u003e\n\u003cp data-start=\"682\" data-end=\"710\"\u003e\u003cstrong data-start=\"682\" data-end=\"710\"\u003e10–15 minutes per course\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"711\" data-end=\"787\"\u003e\n\u003cp data-start=\"713\" data-end=\"787\"\u003eDownloadable reference materials and real-world examples (when applicable)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"794\" data-end=\"812\"\u003eWho This Is For\u003c\/h2\u003e\n\u003cul data-start=\"813\" data-end=\"1113\"\u003e\n\u003cli data-start=\"813\" data-end=\"887\"\u003e\n\u003cp data-start=\"815\" data-end=\"887\"\u003eProfessionals who want to \u003cstrong data-start=\"841\" data-end=\"887\"\u003efuture-proof their firms beyond compliance\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"888\" data-end=\"969\"\u003e\n\u003cp data-start=\"890\" data-end=\"969\"\u003ePractitioners ready to move from \u003cstrong data-start=\"923\" data-end=\"969\"\u003ehistorical reporting to proactive guidance\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"970\" data-end=\"1032\"\u003e\n\u003cp data-start=\"972\" data-end=\"1032\"\u003eFirms exploring \u003cstrong data-start=\"988\" data-end=\"1032\"\u003eadvisory, CFO services, or hybrid models\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1033\" data-end=\"1113\"\u003e\n\u003cp data-start=\"1035\" data-end=\"1113\"\u003eProfessionals who want a \u003cstrong data-start=\"1060\" data-end=\"1101\"\u003eclear advisory language and structure\u003c\/strong\u003e, not theory\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1120\" data-end=\"1142\"\u003eLearning Objectives\u003c\/h2\u003e\n\u003cp data-start=\"1143\" data-end=\"1203\"\u003eAfter completing this series, professionals will be able to:\u003c\/p\u003e\n\u003cul data-start=\"1204\" data-end=\"1647\"\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003e\n\u003cp data-start=\"1206\" data-end=\"1288\"\u003eExplain the shift from compliance to advisory in clear, client-friendly language\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1289\" data-end=\"1370\"\u003e\n\u003cp data-start=\"1291\" data-end=\"1370\"\u003eDistinguish between tax advisory and CFO advisory — and know when to use each\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1371\" data-end=\"1437\"\u003e\n\u003cp data-start=\"1373\" data-end=\"1437\"\u003eCommunicate advisory value using outcome-focused conversations\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1438\" data-end=\"1496\"\u003e\n\u003cp data-start=\"1440\" data-end=\"1496\"\u003eConvert compliance clients into advisory relationships\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1497\" data-end=\"1568\"\u003e\n\u003cp data-start=\"1499\" data-end=\"1568\"\u003eDesign scalable advisory workflows, pricing, and meeting structures\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1569\" data-end=\"1647\"\u003e\n\u003cp data-start=\"1571\" data-end=\"1647\"\u003eQualify, win, retain, and grow advisory clients through repeatable systems\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1654\" data-end=\"1673\"\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: The Future Is Advisory – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eIntroduces the foundational shift from compliance to advisory services. Learn why compliance is becoming commoditized, what clients now expect, and how advisory delivers outcomes clients value — cash flow, margins, strategy, and confidence.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: CFO Advisory vs. Tax Advisory – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn the difference between CFO advisory and tax advisory, including focus areas, deliverables, engagement rhythms, and how combining both creates deeper client value.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: The Language of Advisory (How to Talk So Clients Listen) – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to communicate like an advisor instead of a technician. Reframe technical conversations into outcome-focused guidance that builds trust and moves clients to action.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: Turning Compliance Clients into Advisory Clients – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to identify advisory-ready clients, start the right conversations, and deliver early wins that lead to recurring advisory revenue.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: Finding and Winning New Advisory Clients – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how content, digital visibility, and professional partnerships create a steady pipeline of advisory-ready clients — without traditional sales tactics.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: How to Systematize and Scale Advisory Services – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to build repeatable advisory workflows, use automation and AI, and scale advisory delivery without sacrificing quality.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 7: Delivering High-Impact Advisory Meetings – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn a simple meeting framework that creates clarity, engagement, and forward momentum in every advisory conversation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 8: Creating a Pricing and Packaging Model That Scales – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to move beyond hourly billing and design value-based advisory pricing that’s predictable, scalable, and client-friendly.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 9: From Interest to Impact — Qualifying and Winning Advisory Clients – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to qualify prospects, run strong discovery conversations, and confidently close advisory engagements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 10: Building Lifetime Value and Referral Engines – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to increase lifetime client value through better experiences, retention systems, and referral engines that fuel long-term growth.\u003c\/p\u003e\n\u003ch2\u003eYour Instructor\u003c\/h2\u003e\n\u003cp data-end=\"456\" data-start=\"109\"\u003e\u003cstrong data-end=\"168\" data-start=\"109\"\u003eLee Thomas Reams II, Founder \u0026amp; CEO, CountingWorks, Inc.\u003cbr\u003e\u003c\/strong\u003eA pioneer in AI-driven practice management, Lee has spent decades helping firms modernize marketing, communication, and workflow automation. As the visionary behind MAX AI and CountingWorks PRO, he brings deep insight into how professionals can harness AI to work smarter — not harder.\u003c\/p\u003e\n\u003ch2 data-end=\"483\" data-start=\"463\"\u003eCourse Details\u003c\/h2\u003e\n\u003cdiv class=\"TyagGW_tableContainer\"\u003e\n\u003cdiv class=\"group TyagGW_tableWrapper flex w-fit flex-col-reverse\" tabindex=\"-1\"\u003e\n\u003ctable class=\"w-fit min-w-(--thread-content-width)\" data-end=\"1573\" data-start=\"484\"\u003e\n\u003cthead data-end=\"591\" data-start=\"484\"\u003e\n\u003ctr data-end=\"591\" data-start=\"484\"\u003e\n\u003cth data-col-size=\"sm\" data-end=\"508\" data-start=\"484\"\u003e\u003cstrong data-end=\"496\" data-start=\"486\"\u003eDetail\u003c\/strong\u003e\u003c\/th\u003e\n\u003cth data-col-size=\"md\" data-end=\"591\" data-start=\"508\"\u003e\u003cstrong data-end=\"525\" data-start=\"510\"\u003eInformation\u003c\/strong\u003e\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody data-end=\"1573\" data-start=\"701\"\u003e\n\u003ctr data-end=\"809\" data-start=\"701\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"725\" data-start=\"701\"\u003e\u003cstrong data-end=\"720\" data-start=\"703\"\u003eProgram Level\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"809\" data-start=\"725\" data-col-size=\"md\"\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"918\" data-start=\"810\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"834\" data-start=\"810\"\u003e\u003cstrong data-end=\"829\" data-start=\"812\"\u003ePrerequisites\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"918\" data-start=\"834\" data-col-size=\"md\"\u003eBasic \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1027\" data-start=\"919\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"945\" data-start=\"919\"\u003e\u003cstrong data-end=\"944\" data-start=\"921\"\u003eAdvance Preparation\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1027\" data-start=\"945\" data-col-size=\"md\"\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1136\" data-start=\"1028\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1052\" data-start=\"1028\"\u003e\u003cstrong data-end=\"1048\" data-start=\"1030\"\u003eField of Study\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1136\" data-start=\"1052\"\u003e\n\u003cmeta charset=\"utf-8\"\u003eCommunications and Marketing\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1246\" data-start=\"1137\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1161\" data-start=\"1137\"\u003e\u003cstrong data-end=\"1155\" data-start=\"1139\"\u003eCredit Hours\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1246\" data-start=\"1161\" data-col-size=\"md\"\u003e0.2 CPE (Nano Learning)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1355\" data-start=\"1247\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1271\" data-start=\"1247\"\u003e\u003cstrong data-end=\"1268\" data-start=\"1249\"\u003eDelivery Method\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1355\" data-start=\"1271\" data-col-size=\"md\"\u003eNano Learning\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1464\" data-start=\"1356\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1380\" data-start=\"1356\"\u003e\u003cstrong data-end=\"1377\" data-start=\"1358\"\u003eCPE Eligibility\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1464\" data-start=\"1380\"\u003eCPAs only (EAs and other professionals may attend for educational benefit)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1573\" data-start=\"1465\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1489\" data-start=\"1465\"\u003e\u003cstrong data-end=\"1484\" data-start=\"1467\"\u003eRefund Policy\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1573\" data-start=\"1489\" data-col-size=\"md\"\u003eFor refund, complaint, or cancellation policies, call 1-800-384-1101\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 data-start=\"3038\" data-end=\"3059\"\u003e\u003cbr\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. \u003c\/span\u003e\u003cspan\u003eState boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \u003c\/span\u003e\u003cspan\u003eComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"https:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-start=\"3319\" data-end=\"3349\"\u003eStart Mastering AI Today\u003c\/h2\u003e\n\u003ch2 data-start=\"2256\" data-end=\"2300\"\u003eGet the Bundle — Or Join Total Practice\u003c\/h2\u003e\n\u003cp data-start=\"2301\" data-end=\"2309\"\u003eYou can:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli data-start=\"2312\" data-end=\"2355\"\u003eBuy the\u003cspan\u003e \u003cstrong\u003eThe Language and Practice of Advisory Series\u003c\/strong\u003e\u003c\/span\u003e,\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"2349\" data-end=\"2355\"\u003eor\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"2358\" data-end=\"2390\"\u003eJoin\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"2363\" data-end=\"2381\"\u003eTotal Practice\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eand get:\u003cbr\u003e\u003cbr\u003e\u003cstrong data-start=\"2395\" data-end=\"2415\"\u003eAll Nano Courses\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2420\" data-end=\"2434\"\u003eDeep Dives\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2439\" data-end=\"2460\"\u003eMicro-Tax Updates\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2465\" data-end=\"2485\"\u003eUnlimited access\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eto our full CE library \u003c\/li\u003e\n\u003c\/ul\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52174105477409,"sku":"ADVISORY","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Advisory-C1-881x728.jpg?v=1766789886"}],"url":"https:\/\/www.taxcpe.com\/collections\/all-products.oembed","provider":"CountingWorks Learning Center","version":"1.0","type":"link"}