{"title":"Nano Courses","description":"","products":[{"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? Understanding How AI Thinks – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"1020\" data-end=\"1023\"\u003eUnderstand how AI processes language so you can communicate with it effectively.\u003c\/p\u003e\n\u003cp data-start=\"1105\" data-end=\"1256\"\u003e\u003cstrong data-start=\"1105\" data-end=\"1185\"\u003eAI 101 – Course 2: The Building Blocks of an Effective Prompt – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"1185\" data-end=\"1188\"\u003eLearn the structural elements that produce accurate, useful results.\u003c\/p\u003e\n\u003cp data-start=\"1258\" data-end=\"1397\"\u003e\u003cstrong data-start=\"1258\" data-end=\"1325\"\u003eAI 101 – Course 3: Advanced Prompting Strategies – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"1325\" data-end=\"1328\"\u003eGo beyond basic prompts to extract deeper insights and reduce errors.\u003c\/p\u003e\n\u003cp data-start=\"1399\" data-end=\"1524\"\u003e\u003cstrong data-start=\"1399\" data-end=\"1454\"\u003eAI 101 – Course 4: Mistakes to Avoid – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"1454\" data-end=\"1457\"\u003eSee common prompt errors and how to correct or avoid them entirely.\u003c\/p\u003e\n\u003cp data-start=\"1526\" data-end=\"1670\"\u003e\u003cstrong data-start=\"1526\" data-end=\"1596\"\u003eAI 101 – Course 5: Real-World Use Cases \u0026amp; Templates – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"1596\" data-end=\"1599\"\u003eCopy\/paste-ready prompt frameworks tailored to accounting and tax work.\u003c\/p\u003e\n\u003cp data-start=\"1672\" data-end=\"1812\"\u003e\u003cstrong data-start=\"1672\" data-end=\"1732\"\u003eAI 101 – Course 6: AI for Tax Research – 0.2 Nano Course\u003c\/strong\u003e\u003cbr data-start=\"1732\" data-end=\"1735\"\u003eUse AI as a structured research assistant—without cutting compliance corners.\u003c\/p\u003e\n\u003cp data-start=\"1814\" data-end=\"1952\"\u003e\u003cstrong data-start=\"1814\" data-end=\"1878\"\u003eAI 101 – Course 7: AI for Audit \u0026amp; Risk Review – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"1878\" data-end=\"1881\"\u003eSpot inconsistencies, planning risks, and documentation needs using AI.\u003c\/p\u003e\n\u003cp data-start=\"1954\" data-end=\"2109\"\u003e\u003cstrong data-start=\"1954\" data-end=\"2029\"\u003eAI 101 – Course 8: AI for Industry-Specific Intelligence – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr data-start=\"2029\" data-end=\"2032\"\u003eBuild niche expertise faster by mining industry insights and interpretations.\u003c\/p\u003e\n\u003ch2 data-start=\"2573\" data-end=\"2596\"\u003eLearning Objective\u003c\/h2\u003e\n\u003cp data-start=\"2597\" data-end=\"2657\"\u003eAfter completing this series, professionals will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli data-start=\"2660\" data-end=\"2716\"\u003eUnderstand how large language models interpret prompts\u003c\/li\u003e\n\u003cli data-start=\"2719\" data-end=\"2757\"\u003eBuild structured, purposeful prompts\u003c\/li\u003e\n\u003cli data-start=\"2760\" data-end=\"2802\"\u003eApply AI research techniques responsibly\u003c\/li\u003e\n\u003cli data-start=\"2805\" data-end=\"2858\"\u003eUse templates and frameworks for real client issues\u003c\/li\u003e\n\u003cli data-start=\"2861\" data-end=\"2924\"\u003eAvoid common failures that produce incorrect or risky results\u003c\/li\u003e\n\u003cli data-start=\"2927\" data-end=\"2945\"\u003eApply AI tools to:\u003cbr\u003etax research\u003cbr\u003eadvisory\u003cbr\u003eaudit review\u003cbr\u003eindustry-specific analysis\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 understanding of prompt writing and generative AI\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\"\u003eComputer Software \u0026amp; 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":"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"},{"product_id":"understanding-the-hobby-loss-rules-0-2-nano-cpe","title":"Understanding the Hobby Loss Rules - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen a Business Isn’t Really a Business — the IRS Decides.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eClients often believe that consistent effort automatically qualifies an activity as a business. The IRS disagrees. Misclassifying a hobby as a business can lead to denied deductions, penalties, and unpleasant audit outcomes.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear, practical understanding of how the IRS evaluates hobby losses — so you can guide clients correctly and protect them from avoidable tax exposure.\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 criteria the IRS uses to determine whether an activity is classified as a hobby or a business and the related tax implications.\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 nano-learning course explains how the IRS distinguishes between a hobby and a business for tax purposes. Participants learn the key tax consequences of hobby classification and how the IRS applies the nine-factor profit-motive test.\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 side businesses, startups, or activities reporting recurring losses.\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\u003eImproperly treating a hobby as a business can result in disallowed deductions and unexpected tax liabilities. Advisors who understand the hobby loss rules can help clients set realistic expectations, structure activities appropriately, and avoid costly compliance mistakes.\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. is the Editor-in-Chief of CountingWorks and a nationally recognized tax educator. He has spent decades educating tax professionals on complex tax law, compliance, and practice management topics.\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\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:\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\u003eProtect Clients from Costly Hobby Loss Mistakes\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eUnderstanding the Hobby Loss Rules\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to help clients properly classify activities, defend deductions, and avoid IRS challenges.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52174541422881,"sku":"2876635-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-HobbyLoss-881x728.jpg?v=1766793379"},{"product_id":"qualified-longevity-annuity-contracts-0-2-nano-cpe","title":"Qualified Longevity Annuity Contracts - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eLongevity Risk Is Real — and RMDs Don’t Always Help.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAs clients live longer, required minimum distributions (RMDs) can force taxable income long before it’s actually needed. Qualified Longevity Annuity Contracts (QLACs) offer a unique planning tool that can defer income, reduce RMD exposure, and provide guaranteed income later in life — when it may matter most.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear, practical understanding of how QLACs work and when they make sense as part of a retirement planning strategy.\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 how QLACs work and evaluate when they can be used to reduce RMD-related taxable income while providing late-life guaranteed income.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\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 explains how Qualified Longevity Annuity Contracts (QLACs) can be used in eligible retirement accounts to manage longevity risk and reduce required minimum distributions (RMDs). Participants learn key rules, funding limits, tax impacts, and practical tradeoffs for advising clients.\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 on retirement income planning, RMD strategies, and tax-efficient use of retirement accounts.\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\u003eRMDs can push clients into higher tax brackets and force distributions before income is truly needed. QLACs offer a way to defer part of that income while creating guaranteed cash flow later in life. Advisors who understand the rules and limitations can help clients balance tax efficiency, longevity risk, and retirement security.\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\u003cspan\u003eLee T. Reams, Sr., EA\u003c\/span\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 nationally recognized tax educator. He has spent decades educating tax professionals on complex tax law, compliance, and practice management topics.\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\n\u003ccol width=\"148\"\u003e\n\u003ccol width=\"481\"\u003e\n\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\u003eAdd a Powerful Tool to Retirement Planning Conversations\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eQualified Longevity Annuity Contracts\u003c\/span\u003e\u003cspan\u003e and learn how QLACs can help manage longevity risk, reduce RMD exposure, and support more tax-efficient retirement income strategies.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52174567866657,"sku":null,"price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-AnnuityContract-881x728.jpg?v=1766794868"},{"product_id":"equitable-ownership-0-2-nano-cpe","title":"Equitable Ownership - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSometimes the Tax Deduction Follows the Reality — Not the Paperwork.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eClients assume legal title is the only thing that matters for mortgage interest and property tax deductions. But in real life, people pay the mortgage, carry the risk, and control the property even when their name isn’t on the deed.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear framework for evaluating equitable ownership so you can determine when deductions may still be allowed — and when they won’t.\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 how equitable ownership is determined under tax law and evaluate when taxpayers may deduct mortgage interest and property taxes without holding legal title.\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 14-minute nano-learning course explains equitable ownership and how it can affect deductions for mortgage interest and property taxes. Participants learn how ownership may be established without legal title and how to evaluate common fact patterns using the IRS “benefits and burdens” approach.\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 who pay for or control a home they don’t legally own.\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\u003eTitle issues happen all the time — family arrangements, informal agreements, cohabitation, and financing situations that don’t match the deed. Advisors who understand equitable ownership can prevent improper deductions, document support for legitimate claims, and reduce audit risk by aligning tax reporting with the facts.\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 nationally recognized tax educator. He has spent decades educating tax professionals on complex tax law, compliance, and practice management topics.\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 height=\"399\" style=\"width: 101.607%;\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 25.9928%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.6462%;\" 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\u003eKnow When the Deductions Still Apply\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eEquitable Ownership\u003c\/span\u003e\u003cspan\u003e and learn how to evaluate ownership reality, apply the benefits-and-burdens framework, and support deductions correctly when legal title doesn’t tell the full story.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52201307406625,"sku":"2876722-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-EquitOwner-881x728.jpg?v=1767813949"},{"product_id":"tax-complexities-of-household-employees-0-2-nano-cpe","title":"Tax Complexities of Household Employees - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eHiring Help at Home Comes With More Tax Rules Than Most Clients Expect.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen clients hire a nanny, caregiver, housekeeper, or other household worker, they often assume the tax rules are simple — or worse, nonexistent. In reality, household employment triggers specific payroll taxes, reporting requirements, and compliance obligations that are frequently misunderstood or overlooked.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you the clarity needed to help clients comply correctly and avoid penalties, back taxes, and labor-related issues.\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 tax, payroll, and compliance responsibilities associated with household employees, including proper worker classification and required reporting.\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 explains the tax and compliance obligations that arise when a client hires a household employee such as a nanny, caregiver, or housekeeper. Participants learn how worker classification, payroll taxes, reporting requirements, and related rules apply to household employment.\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 who employ household workers or are considering hiring in-home help.\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\u003eHousehold employment mistakes can lead to unexpected tax liabilities, penalties, and compliance headaches for clients. Advisors who understand these rules can prevent misclassification, ensure proper payroll handling, and protect clients from issues that often surface years later during audits or disputes.\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 nationally recognized tax educator. He has spent decades educating tax professionals on complex tax law, compliance, and practice management topics.\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 style=\"width: 26.4286%;\" width=\"148\"\u003e \u003ccol style=\"width: 85.8929%;\" width=\"481\"\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\u003cspan\u003e\u003cbr\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 Avoid Household Employment Pitfalls\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eTax Complexities of Household Employees\u003c\/span\u003e\u003cspan\u003e and gain the confidence to guide clients through classification, payroll, and reporting requirements correctly from the start.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52205920747809,"sku":"2878021-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-HouseEmpl-881x728_1.jpg?v=1767990765"},{"product_id":"navigating-the-complex-tax-maze-for-student-athletes-0-2-nano-cpe","title":"Navigating the Complex Tax Maze for Student Athletes - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStudent Athletes Face a Tax Landscape That Changed Overnight.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBetween scholarships, NIL income, sponsorships, and side work, today’s student athletes often cross multiple tax thresholds without realizing it. Families and advisors who miss these nuances can trigger unexpected tax bills, lost credits, or compliance issues.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course provides a clear, practical path through the rules so you can guide student athletes confidently and correctly.\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 key tax considerations affecting student athletes, including scholarship taxation, NIL income reporting, and the impact on credits and financial aid.\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\u003e14-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e explains the unique and evolving tax issues facing student athletes. Participants learn how scholarships, NIL income, self-employment taxes, education credits, and financial aid interact—and how to help families avoid common compliance mistakes.\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 student athletes, families, or clients receiving education-related benefits and NIL income.\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\u003eStudent athletes often earn income without understanding the tax consequences, while families may assume traditional student tax rules still apply. Advisors who understand this evolving landscape can prevent filing errors, preserve education benefits, and help clients make informed decisions as income opportunities expand.\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., BMSE, EA\u003c\/strong\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA is the Editor-in-Chief of CountingWorks and a long-time leader in tax education. He has helped shape professional learning in the tax community through decades of course development, writing, and speaking.\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: 96.0714%; height: 399px;\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.3941%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.2342%;\" width=\"481\"\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\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eHelp Student Athletes Avoid Costly Tax Surprises\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eNavigating the Complex Tax Maze for Student Athletes\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to advise confidently in a rapidly changing tax environment.\u003cbr\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52205980254497,"sku":"2878251-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-StudentAthl-881x728.jpg?v=1767993259"},{"product_id":"installment-sales-0-2-nano-cpe","title":"Installment Sales - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDeferring Gain Doesn’t Mean Eliminating Risk.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInstallment sales can be a powerful tool for spreading taxable gain over time — but only when they’re structured and reported correctly. Missteps can accelerate income, trigger unexpected tax, or undermine the intended benefits of the installment method.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear, practical understanding of how installment sales work so you can help clients manage timing, cash flow, and tax exposure with confidence.\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 how installment sales operate and evaluate when the installment method can be used to manage the timing and impact of taxable gains.\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\u003e12-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e explains how installment sales can be used to defer gain recognition and manage tax exposure when clients sell appreciated property. Participants learn the mechanics of the installment method, key reporting requirements, and common planning risks that can undermine the intended tax benefits.\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 on property sales, business dispositions, or other transactions involving deferred payments.\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\u003eImproper installment sale planning can turn a deferral strategy into an immediate tax problem. Advisors who understand eligibility rules, reporting mechanics, and common pitfalls can help clients preserve cash flow, avoid surprises, and structure sales that align with long-term tax and financial goals.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is the Editor-in-Chief of CountingWorks and a long-time leader in tax education. He has helped shape professional learning in the tax community through decades of course development, writing, and speaking.\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\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\u003eUse Installment Sales With Confidence\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eInstallment Sales\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to structure, report, and advise on installment transactions without unintended tax consequences.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52232575353121,"sku":"2878256-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-Installment-881x728_1.jpg?v=1768863528"},{"product_id":"tax-benefits-available-to-disabled-taxpayers-0-2-nano-cpe","title":"Tax Benefits Available to Disabled Taxpayers - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eUnderstanding the Rules Can Unlock Meaningful Tax Relief.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax benefits for disabled taxpayers are spread throughout the Internal Revenue Code and are often overlooked or misunderstood. Missing even one provision can result in lost deductions, credits, or refunds — and unnecessary financial strain for clients and their families.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course provides a clear, practical roadmap to help you identify disability-related tax benefits and apply them correctly and confidently.\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 how disability status impacts federal tax treatment and identify available tax benefits for disabled taxpayers, spouses, and dependents.\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\u003e14-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e reviews key federal tax benefits available to disabled taxpayers and their families. Participants learn how disability status affects deductions, exclusions, credits, refund claims, and planning provisions, with a focus on identifying commonly missed opportunities and avoiding compliance errors.\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 disabled taxpayers or families with disabled spouses or dependents.\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\u003eDisability-related tax provisions often override standard tax rules — including age limits, deduction restrictions, and refund timeframes. Advisors who understand these exceptions can uncover overlooked benefits, correct past filing issues, and provide more comprehensive, compliant guidance to clients who need it most.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is the Editor-in-Chief of CountingWorks and a long-time leader in tax education. He has helped shape professional learning in the tax community through decades of course development, writing, and speaking.\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\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\u003eApply Disability Tax Rules With Confidence\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eTax Benefits Available to Disabled Taxpayers\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to identify exceptions, apply the rules correctly, and avoid missed opportunities.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52232590131489,"sku":"2878257-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-Disabled-Taxpayer-881x728.jpg?v=1768865266"},{"product_id":"inheriting-or-receiving-a-home-as-a-gift-0-2-nano-cpe","title":"Inheriting or Receiving a Home as a Gift - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eame Property. Very Different Tax Outcomes.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen a client receives a home — whether by inheritance or as a gift — the tax consequences can differ dramatically. Basis rules, future capital gains exposure, and planning timing all hinge on \u003c\/span\u003e\u003cspan\u003ehow\u003c\/span\u003e\u003cspan\u003e the property is received, not just its value.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course provides a clear and practical way to explain those differences, enabling clients to make informed decisions and avoid costly surprises later.\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 tax consequences of inheriting a home versus receiving it as a gift, including how basis rules impact capital gains and long-term planning decisions.\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\u003e12-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e explains the critical tax differences between receiving a home as a gift and inheriting it. Participants learn how basis rules, capital gains exposure, depreciation considerations, and timing strategies affect client 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 on estate planning, property transfers, or the sale of inherited or gifted real estate.\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\u003eClients often assume a home received from family is “tax-free.” In reality, the method of transfer can create or eliminate significant capital gains exposure. Advisors who understand these distinctions can help clients preserve wealth, plan dispositions wisely, and avoid preventable tax liabilities.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is the Editor-in-Chief of CountingWorks and a long-time leader in tax education. He has helped shape professional learning in the tax community through decades of course development, writing, and speaking.\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 width=\"148\" style=\"width: 27.2466%;\"\u003e \u003ccol width=\"481\" style=\"width: 72.3923%;\"\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\u003cspan\u003e\u003cbr\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 Make the Right Move With Real Estate Transfers\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003eStart Inheriting or Receiving a Home as a Gift and gain the clarity needed to explain basis rules, plan dispositions, and guide clients through one of the most misunderstood areas of tax planning.\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52232610611489,"sku":"2878258-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-RE-gift-881x728.jpg?v=1768866975"},{"product_id":"things-you-need-to-know-about-reverse-mortgages-0-2-nano-cpe","title":"Things You Need to Know About Reverse Mortgages - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eReverse mortgages play a growing role in retirement strategies, making it important to understand their tax and planning implications.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor many homeowners, reverse mortgages offer access to home equity in retirement. But the tax treatment, interest rules, and downstream effects on heirs are often misunderstood and overlooked until decisions are already in motion.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear, practical framework for evaluating reverse mortgages so you can help clients understand the tradeoffs before they commit.\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\u003eAssess the tax and planning issues associated with reverse mortgages, including income treatment, interest deductibility, and heir considerations.\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 explains how reverse mortgages work and the tax and planning issues they create for homeowners and their heirs. Participants learn how loan proceeds are treated, when interest becomes deductible, and common risks that affect long-term 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 older clients, retirees, or families evaluating reverse mortgage options.\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\u003eReverse mortgages can affect taxable income, benefit eligibility, estate outcomes, and heirs’ options after death. Advisors who understand these implications can help clients avoid surprises, plan responsibly, and make decisions aligned with long-term financial goals.\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 the Editor-in-Chief of CountingWorks and a long-time leader in tax education. He has helped shape professional learning in the tax community through decades of course development, writing, and speaking.\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: 111.429%;\" height=\"398\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.3423%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.3221%;\"\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\u003eSupport Better Retirement Planning Conversations\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eThings You Need to Know About Reverse Mortgages\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to advise confidently on one of retirement planning’s most misunderstood tools.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52237623656737,"sku":"2878260-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-RevMort-881x728.jpg?v=1768941698"},{"product_id":"a-comprehensive-guide-to-trump-accounts-for-tax-accountants-0-2-nano-cpe","title":"Trump Accounts - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA New Account Type Will Reshape Family-Level Tax Planning.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTrump Accounts represent one of the most significant changes to long-term savings and tax-advantaged planning in decades. These accounts blend features of custodial accounts and IRAs while introducing entirely new eligibility, funding, and investment rules.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how Trump Accounts work, how they are funded, and how tax professionals can help families avoid costly compliance mistakes while maximizing long-term planning opportunities.\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\u003eDetermine how Trump Accounts are established, funded, invested, and taxed, and identify planning considerations for contributors and beneficiaries.\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 nano-learning course explains the structure, funding rules, and tax treatment of Trump Accounts established under recent federal legislation. Participants learn eligibility requirements, contribution limits, investment restrictions, and key planning considerations when accounts convert to traditional IRAs.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals advising families with minor children, clients receiving employer benefits under IRC §128, or households seeking long-term tax-advantaged savings strategies for future generations.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Knowledge Is Valuable\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBecause Trump Accounts operate under rigid contribution, investment, and withdrawal rules, treating them like ordinary savings or custodial accounts can trigger excess contributions, penalties, or lost benefits. Professionals who understand these rules can help families coordinate funding sources, preserve basis, plan Roth conversions, and avoid compliance traps that are likely to surface during early adoption years.\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 the Editor-in-Chief of CountingWorks and a nationally respected tax educator. He is known for helping practitioners understand and apply complex tax rules through clear, practical guidance.\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: 139.821%; height: 398px;\" height=\"412\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.4428%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.3473%;\" width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.3281px;\"\u003e\n\u003ctd style=\"height: 39.3281px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.3281px;\"\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: 39.375px;\"\u003e\n\u003ctd style=\"height: 39.375px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 39.375px;\"\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\u003eStay Ahead of Emerging Planning Tools\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eA Comprehensive Guide to Trump Accounts for Tax Accountants\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to advise clients on a new and evolving savings option.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52237661929761,"sku":"2885369-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-TrumpAcc-881x728.jpg?v=1768942708"},{"product_id":"vehicle-interest-deduction-0-2-nano-cpe","title":"Vehicle Interest Deduction - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA Narrow Deduction — With Very Specific Rules.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eClients purchasing new vehicles often assume interest on their auto loan is deductible. In reality, the vehicle interest deduction is limited, temporary, and subject to strict eligibility and income rules that can easily be misunderstood.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you the clarity needed to determine when the deduction applies — and when it doesn’t — so you can guide clients accurately during this limited opportunity.\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\u003eEvaluate the rules and planning considerations related to the vehicle interest deduction, including eligibility requirements, income phaseouts, and proper reporting.\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\u003e12-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e explains the vehicle interest deduction available for certain new vehicle purchases. Participants learn eligibility requirements, income limits, reporting rules, and key planning considerations for advising clients.\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 on vehicle purchases, financing decisions, and individual tax deductions.\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\u003eBecause this deduction applies only in specific circumstances, incorrect assumptions can lead to missed deductions or improper claims. Advisors who understand the rules can help clients maximize available benefits while avoiding compliance issues and future adjustments.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is the Editor-in-Chief of CountingWorks and a nationally respected tax educator. He is known for helping tax professionals understand and apply complex tax provisions through clear, practical guidance.\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\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:\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\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eKnow When the Deduction Applies — and When It Doesn’t\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eVehicle Interest Deduction\u003c\/span\u003e\u003cspan\u003e and gain the confidence to evaluate eligibility, apply income limits, and report the deduction correctly.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52238036009249,"sku":"2881667-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-VehicleInterest-881x728.jpg?v=1768953363"},{"product_id":"exploring-tax-opportunities-to-pay-off-student-loans-0-2-nano-cpe","title":"Exploring Tax Opportunities to Pay Off Student Loans - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePaying Off Student Loans Isn’t Just a Financial Decision — It’s a Tax Planning One.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWith multiple programs offering tax-favored treatment, student loan repayment strategies can either preserve benefits or accidentally eliminate them. Without coordination, clients may miss opportunities or trigger unintended consequences.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course gives you a clear framework for identifying tax-efficient ways to reduce student loan debt while aligning repayment strategies with broader financial goals.\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\u003eAssess tax-advantaged strategies for repaying student loans, including education savings plans, employer assistance, and loan forgiveness programs, and understand the related planning tradeoffs.\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\u003e12-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e examines tax-advantaged strategies that can help clients reduce student loan debt. Participants learn how education savings plans, employer assistance, loan forgiveness programs, and refinancing options interact—and where tax benefits may be limited or lost.\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 student loan obligations or education-related planning concerns.\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\u003eMany student loan repayment strategies overlap with tax incentives that carry strict rules. Advisors who understand how these programs interact can help clients maximize benefits, avoid conflicts, and create repayment plans that support long-term financial stability.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is the Editor-in-Chief of CountingWorks and a long-time contributor to professional tax education. He has spent decades helping tax professionals navigate complex tax law and planning topics through course development, writing, and instruction.\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: 105.179%;\" height=\"398\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.2887%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.3677%;\"\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\u003eTurn Student Loan Complexity Into Confident Guidance\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eExploring Tax Opportunities to Pay Off Student Loans\u003c\/span\u003e\u003cspan\u003e and gain clarity on how tax-favored strategies can work together — or conflict — when helping clients manage education debt.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e \u003c\/p\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":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52238148108577,"sku":"2881669-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-StuLoan-881x728.jpg?v=1768956534"},{"product_id":"revival-of-capital-gain-deferral-through-opportunity-zone-investment-tax-breaks-under-obbba-0-2-nano-cpe","title":"Revival of Capital Gain Deferral Through Opportunity Zone Investment Tax Breaks Under OBBBA - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eOpportunity Zones Are Back — And This Time, They’re Built to Last.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRecent legislation has fundamentally reshaped Opportunity Zone planning. What was once a temporary, deadline-driven incentive has been revived and expanded into a permanent capital gain deferral strategy with long-term planning implications.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course walks through the revised rules under OBBBA so you can understand how Opportunity Zones fit into modern capital gain, wealth, and estate planning conversations.\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\u003eAfter completing this course, participants will be able to identify revised Opportunity Zone capital gain deferral rules under OBBBA.\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 examines revised Opportunity Zone tax incentive rules under OBBBA and their impact on capital gain deferral strategies. Participants gain a clear understanding of eligibility, timing requirements, holding periods, and how the updated rules change long-term planning opportunities.\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 significant capital gains, investment planning needs, or long-term wealth and estate planning objectives.\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\u003eWith Opportunity Zone benefits now made permanent and expanded, advisors must shift from short-term compliance thinking to long-term strategic planning. Understanding the revised rules allows professionals to help clients time transactions appropriately, evaluate risk, and integrate Opportunity Zones into broader investment and wealth transfer strategies.\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 a nationally recognized tax expert, educator, and author with decades of experience in federal taxation, practice management, and IRS representation. He is widely known for translating complex tax law changes into practical guidance for tax 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 height=\"416\" style=\"width: 116.071%;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.2852%;\"\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\u003eTurn Legislative Change Into a Strategic Opportunity\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eRevival of Capital Gain Deferral Through Opportunity Zone Investment Tax Breaks Under OBBBA\u003c\/span\u003e\u003cspan\u003e and gain the clarity needed to advise clients on permanent, long-term capital gain planning opportunities.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52242930893089,"sku":"2881744-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-CapGainDef-881x728.jpg?v=1769025731"},{"product_id":"beyond-the-basics-unlocking-tax-savings-with-deductions-beyond-itemizing-0-2-nano-cpe","title":"Beyond the Basics: Unlocking Tax Savings With Deductions Beyond Itemizing - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax Savings Don’t Stop at the Standard Deduction.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eMany taxpayers assume meaningful tax savings are available only if they itemize. In reality, numerous deductions and adjustments can reduce taxable income even when itemizing isn’t an option — but they’re often overlooked.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course shows you how to uncover those opportunities so you can help clients lower their tax liability using strategies that go beyond the basics.\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 how above-the-line and below-the-line deductions interact to reduce AGI and taxable income, and recognize planning opportunities created by recent legislative changes.\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\u003e14-minute nano-learning course\u003c\/span\u003e\u003cspan\u003e highlights strategies that go beyond standard deductions to uncover additional tax savings. Participants learn how AGI-based planning and deduction layering can reduce taxable income under current law.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individual taxpayers who do not itemize but still seek meaningful tax savings.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Knowledge Is Valuable\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFailing to recognize non-itemized deductions can leave money on the table year after year. Professionals who understand how deductions interact with AGI can deliver stronger planning outcomes, improve client confidence, and uncover value that many advisors overlook.\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\u003cspan\u003eLee T. Reams, BSME, Sr., EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is a veteran tax educator and course author with decades of experience in federal tax law and professional education. He is recognized for helping tax professionals apply technical rules through practical, real-world guidance.\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: 102.679%; height: 339.938px;\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.2787%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.3686%;\" width=\"481\"\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\u003eGo Beyond Itemizing and Find More Tax Savings\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eBeyond the Basics: Unlocking Tax Savings With Deductions Beyond Itemizing\u003c\/span\u003e\u003cspan\u003e and learn how to identify overlooked deductions that can meaningfully reduce taxable income.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52253980131617,"sku":"2881981-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-UnlockSav-881x728.jpg?v=1769211222"},{"product_id":"tip-and-overtime-reporting-issues-for-2025-0-2-nano-cpe","title":"Tip and Overtime Reporting Issues for 2025 - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNew 2025 Deductions Come With New Reporting Risk.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBeginning in 2025, taxpayers who receive overtime pay or tips may qualify for new federal deductions. However, IRS reporting forms will not immediately reflect these changes, creating uncertainty and compliance challenges for tax professionals.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how to determine what income qualifies and how to rely on IRS transitional guidance during this temporary reporting gap.\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\u003eDetermine which overtime and tip income qualifies for deduction in 2025.\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 course reviews the 2025 deductions for qualified overtime premium pay and qualified tips, including eligibility requirements and IRS transitional reporting guidance.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individual taxpayers who receive overtime compensation or tip income.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Knowledge Is Valuable\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBecause IRS forms lag behind the law, tax professionals must rely on documentation and reasonable calculations to support these deductions. Understanding the qualification rules and transitional guidance helps reduce compliance risk, prevent reporting errors, and ensure eligible clients do not miss temporary tax-saving opportunities.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., EA, is a veteran tax educator and course author with decades of experience in federal tax law and professional education. He is recognized for helping tax professionals apply technical rules through practical, real-world guidance.\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: 110.179%;\" height=\"416\"\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\u003eAvoid 2025 Tip and Overtime Reporting Errors\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eTip and Overtime Reporting Issues for 2025\u003c\/span\u003e\u003cspan\u003e and learn how to determine which income qualifies for deduction under IRS transitional guidance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52254028038433,"sku":"2881982-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-Tips-881x728.jpg?v=1769212806"},{"product_id":"medicaid-waiver-payments-0-2-nano-cpe","title":"Medicaid Waiver Payments - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSome Income Must Be Excluded — and Still Counted.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eMedicaid Home and Community-Based Services (HCBS) waiver payments create one of the most counterintuitive compliance issues in individual taxation. These payments are required to be excluded from gross income, yet must still be treated as earned income for certain refundable credits.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how to navigate that reporting paradox correctly and avoid costly compliance errors.\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\u003eDetermine the proper tax treatment and reporting of Medicaid waiver payments for income exclusion and refundable credit purposes.\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 examines the federal tax treatment of Medicaid Home and Community-Based Services (HCBS) waiver payments, including mandatory income exclusion rules, earned income credit interaction, and required reporting procedures. Emphasis is placed on compliance requirements, documentation standards, and common reporting pitfalls.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individual taxpayers who receive Medicaid waiver payments for caregiving services.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Knowledge Is Valuable\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIncorrectly reporting Medicaid waiver payments can cause clients to lose refundable credits, pay unnecessary tax, or face audit exposure. Professionals who understand the dual reporting requirements can properly exclude income while preserving eligibility for credits such as the Earned Income Tax Credit and Additional Child Tax Credit.\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\u003cspan\u003eLee T. Reams, Sr., BSME, EA\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in federal taxation, specializing in individual and small-business tax compliance, planning, and IRS representation. He is a nationally recognized tax educator and course author.\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 height=\"418\" style=\"width: 110.179%;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.2852%;\"\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\u003eUnderstand the Medicaid Waiver Reporting Rules\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eMedicaid Waiver Payments\u003c\/span\u003e\u003cspan\u003e and learn how to exclude income while preserving refundable credit eligibility correctly.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52254038720801,"sku":"2881985-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-Medicaid-881x728.jpg?v=1769213951"},{"product_id":"how-to-grow-a-tax-accounting-practice-6-courses-0-2-nano-cpe-each-79-00","title":"How to Grow a Tax \u0026 Accounting Practice Series - 6 Courses (0.2 CPE Each) - $79.00","description":"\u003ch2\u003eBuild a Practice That Works for You — Not the Other Way Around\u003c\/h2\u003e\n\u003cp\u003eStop guessing your way through growth.\u003c\/p\u003e\n\u003cp\u003eThis 6-course nano learning series gives tax and accounting professionals a practical, modern roadmap for building a profitable, sustainable firm — without burnout, chaos, or relying on extremes.\u003c\/p\u003e\n\u003cp\u003eEach course is concise, focused, and actionable, designed to fit into real schedules while delivering ideas you can apply immediately.\u003c\/p\u003e\n\u003ch2\u003eWhat You’ll Learn\u003c\/h2\u003e\n\u003cp\u003eThis series walks you through the \u003cstrong\u003eentire early-to-growth journey\u003c\/strong\u003e of a tax or accounting practice:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eHow to grow without racing to the bottom on price or chasing premium-only models\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow to land your first 10–20 right-fit clients\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow to build systems that reduce stress and create predictability\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow to protect your firm legally as it grows\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow to scale capacity without burning yourself out\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow modern visibility, trust, and AI-driven recommendations influence growth\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eEach course builds on the last, creating a cohesive framework you can return to as your firm evolves.\u003c\/p\u003e\n\u003ch2\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 1: The Myth of the Middle - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 1: The Myth of the Middle challenges the belief that firms must either compete on price or go premium-only to succeed. You’ll learn how intentional pricing, automation, and repeatable systems create a balanced, profitable, and scalable firm — one that grows sustainably while maintaining client trust and loyalty.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 2: Getting Your First Clients – The Smart Start Strategy - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis course delivers a practical, step-by-step playbook for securing your first wave of clients. You’ll learn how to identify the exact type of client you should pursue first, activate early warm connections, create foundational social proof even before you have a full roster, and conduct simple value-first discovery calls that convert.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 3: Getting Organized – Systems, Tools, and Mindset - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis course helps you eliminate chaos by teaching the foundational systems that create consistency, reduce friction, and support scalable growth. You’ll learn how to centralize client communication, structure file storage, manage tasks like a project, standardize billing, choose an integrated tech stack, and build templates and checklists that save hours every week.\u003cbr\u003e\u003cbr\u003eYou’ll also learn how to manage your time like a CEO — and how to shift from “technician mode” to “owner mode,” designing systems rather than chasing daily fires. The result is a practice that feels intentional, efficient, and ready to grow.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 4: Legal, Entity, and Protection Essentials - 0.2 Nano CPE \u003cbr\u003e\u003c\/strong\u003eThis 10-minute nano-learning course shows tax and accounting professionals how to strengthen their firm’s legal and risk foundation. Participants learn how to select the right entity structure, formalize protections through engagement letters and insurance, and put key safeguards in place for data security and responsible AI use.\u003c\/p\u003e\n\u003cp\u003eThis course is for educational purposes only and is not legal advice. Every firm’s situation is unique, so please consult with a qualified attorney or legal professional before choosing or forming any business entity.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 5: From Solo to Scalable: Building for Growth (Without Burning Out) - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis 12-minute nano-learning course helps tax and accounting professionals move from a founder-dependent, reactive practice into a scalable firm built on systems, leverage, and intentional growth. Participants learn how to eliminate owner bottlenecks and use hiring, time redesign, automation, AI, and advisory services to support sustainable revenue growth.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice – Course 6: The Visibility - Trust - Conversion Loop - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis nano-learning course explains how modern firm growth is driven by the Visibility–Trust–Conversion Loop — and how brand, online presence, and AI-driven recommendation systems now influence who gets found, trusted, and chosen. Participants learn how trust is built digitally through reviews, mentions, content, and expertise, and why these signals compound into evergreen growth assets in an AI-disrupted market.\u003cbr\u003e\u003c\/p\u003e\n\u003ch2\u003eWho This Series Is For\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eNew and growing tax \u0026amp; accounting firm owners\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eTax and accounting professionals who want sustainable growth without burnout\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProfessionals tired of reactive, owner-dependent practices\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eFirms preparing for long-term value and scalability\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2\u003eWhy This Series Matters\u003c\/h2\u003e\n\u003cp\u003eMost firms don’t fail because of lack of skill — they struggle because growth happens without structure, protection, or intention.\u003c\/p\u003e\n\u003cp\u003eThis series helps you:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eBuild smarter systems early\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eReduce stress and inefficiency\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAttract better-fit clients\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eProtect what you’re building\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eGrow in a way that supports both profit and quality of life\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"90\" data-end=\"175\"\u003eLearning Objective\u003c\/h2\u003e\n\u003cp data-start=\"90\" data-end=\"175\"\u003eAfter completing this series, professionals will be able to:\u003c\/p\u003e\n\u003cul data-start=\"177\" data-end=\"1406\"\u003e\n\u003cli data-start=\"177\" data-end=\"343\"\u003e\n\u003cp data-start=\"179\" data-end=\"343\"\u003eIdentify and evaluate strategies for building a sustainable, mid-tier tax or accounting practice that balances profitability, efficiency, and client satisfaction.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"344\" data-end=\"592\"\u003e\n\u003cp data-start=\"346\" data-end=\"592\"\u003eRecognize the key components of the Smart Start Strategy for acquiring the first 10–20 clients, including defining an initial client profile, activating warm networks, establishing early social proof, and conducting value-first discovery calls.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"593\" data-end=\"765\"\u003e\n\u003cp data-start=\"595\" data-end=\"765\"\u003eRecognize the core systems and workflows needed to organize a growing practice, including client communication, file management, task management, and billing processes.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"766\" data-end=\"930\"\u003e\n\u003cp data-start=\"768\" data-end=\"930\"\u003eIdentify the legal, insurance, engagement, and data-protection practices necessary to reduce risk, strengthen client trust, and support sustainable firm growth.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"931\" data-end=\"1152\"\u003e\n\u003cp data-start=\"933\" data-end=\"1152\"\u003eRecognize the operational, mindset, and revenue shifts required to transition from a solo practice to a scalable firm, and apply strategies that reduce burnout while increasing capacity, profitability, and firm value.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1153\" data-end=\"1406\"\u003e\n\u003cp data-start=\"1155\" data-end=\"1406\"\u003eUnderstand how visibility, trust, and conversion work together in a modern referral ecosystem that includes people, platforms, and AI, and identify ways to invest in brand and credibility to remain visible in both human- and AI-driven recommendations.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eYour Instructor\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cstrong data-start=\"109\" data-end=\"168\"\u003eLee Thomas Reams II, Founder \u0026amp; CEO, CountingWorks, Inc.\u003c\/strong\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee Thomas Reams II is a long-time industry educator focused on practice management, brand positioning, and scalable growth for tax and accounting professionals. His work emphasizes clarity, trust-building, and future-proof visibility in a rapidly evolving, AI-influenced market.\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: 126.786%;\" height=\"411\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.1733%;\" width=\"147\"\u003e \u003ccol style=\"width: 73.4657%;\" width=\"482\"\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\u003e\u003cmeta charset=\"utf-8\"\u003eBusiness Management \u0026amp; 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\u003e \u003c\/p\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\u003cspan\u003e \u003c\/span\u003ethe full\u003cspan\u003e \u003cstrong\u003eHow to Grow a Tax \u0026amp; Accounting Practice \u003c\/strong\u003e\u003c\/span\u003eseries, 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\u003cspan\u003e \u003c\/span\u003eand 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","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52304122478881,"sku":"LP_127062","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-C6-Store.jpg?v=1770397599"},{"product_id":"claim-of-right-doctrine-the-tax-benefit-rule-0-2-nano-cpe","title":"Claim of Right Doctrine \u0026 the Tax Benefit Rule - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen Income Must Be Given Back, the Tax Result Isn’t Always Obvious.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxpayers are sometimes required to repay income that was properly reported in a prior year—or recover deductions that previously reduced tax. When that happens, the tax consequences are governed by two highly technical but critical provisions: the claim of right doctrine and the tax benefit rule.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how these rules work together to ensure income is taxed correctly—no more and no less.\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\u003eDetermine the correct tax treatment of income repayments and recovered deductions using the claim of right doctrine and the tax benefit rule.\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 nano course introduces the claim of right doctrine and the tax benefit rule. Participants will learn when IRC §1341 applies to income repayments, how relief is calculated, and how results are reported. The course also explains when recovered deductions are taxable under IRC §111.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals who prepare individual returns involving income repayments, clawbacks, recovered deductions, or amended reporting scenarios.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Knowledge Is Valuable\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eMisapplying the claim of right doctrine or the tax benefit rule can result in overpaying tax, missed credits, or incorrect reporting. Understanding when relief is available—and whether a deduction or credit produces the better result—helps ensure accurate compliance and optimal outcomes for clients facing income reversals or recoveries.\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\u003cbr\u003e\u003c\/strong\u003e\u003cspan\u003eLee T. Reams, Sr. is an Enrolled Agent and nationally recognized speaker with decades of experience in tax practice, representation, and education. He specializes in complex individual taxation, advanced tax planning, and IRS procedural issues, and is known for translating technically dense tax concepts into practical guidance for tax 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: 114.464%;\" height=\"419\"\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\u003eApply the Claim of Right Rules with Confidence\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eClaim of Right Doctrine \u0026amp; the Tax Benefit Rule (IRC §§ 1341 and 111)\u003c\/span\u003e\u003cspan\u003e and learn how to correctly handle income repayments and recovered deductions under federal tax law.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52340906557729,"sku":"2885923-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-ClaimOfRight-881x728.jpg?v=1770923559"},{"product_id":"sec-121-reduced-exclusion-0-2-nano-cpe","title":"Sec 121 Reduced Exclusion - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSold Too Soon Doesn’t Always Mean Taxable.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eMany taxpayers panic when they sell a principal residence before meeting the two-year ownership and use requirements under IRC §121. What’s often overlooked is that the law provides a \u003c\/span\u003e\u003cspan\u003ereduced exclusion\u003c\/span\u003e\u003cspan\u003e when life events force an early sale.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains when the reduced exclusion applies, how it’s calculated, and how proper documentation can eliminate or significantly reduce taxable gain.\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 a taxpayer qualifies for a reduced IRC §121 home sale exclusion and how to properly calculate and substantiate the allowable exclusion.\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 explains how taxpayers may qualify for a reduced home sale exclusion under IRC §121 when the two-year ownership and use requirements are not met. Participants learn the qualifying circumstances, documentation requirements, and calculation mechanics for partial exclusions based on employment changes, health issues, and unforeseen circumstances.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Course Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals advising clients who sell a principal residence after less than two years due to job changes, medical needs, family disruptions, or other unexpected events.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEarly home sales are common—and frequently misunderstood. Without careful analysis, taxpayers may assume they owe capital gains tax when relief is available. Understanding the reduced exclusion rules allows practitioners to identify qualifying events, apply favorable calculations, and document positions that withstand IRS scrutiny.\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. is an Enrolled Agent and nationally recognized speaker with decades of experience in tax practice, representation, and education. He specializes in complex individual taxation, advanced tax planning, and IRS procedural issues, and is known for translating technically dense tax concepts into practical guidance for tax 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: 116.964%; height: 398px;\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.3164%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.3852%;\" width=\"481\"\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\u003eAvoid Unnecessary Tax on Early Home Sales\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eSEC 121 Reduced Exclusion\u003c\/span\u003e\u003cspan\u003e and learn how to identify qualifying situations and apply the reduced exclusion correctly.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52340993687841,"sku":"2885930-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-RedExcl-881x728.jpg?v=1770925808"},{"product_id":"reasonable-cause-and-first-time-abatement-penalty-relief-0-2-nano-cpe","title":"Reasonable Cause and First-Time Abatement Penalty Relief - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen Penalties Apply, Relief Isn’t Automatic — Strategy Matters.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIRS penalties can quickly turn a small compliance issue into a costly problem. While the IRS offers penalty relief through reasonable cause and first-time abatement (FTA), applying the wrong approach — or using FTA too early — can eliminate future defenses.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how penalty relief works, when each option applies, and how to approach abatement requests strategically.\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 the requirements for IRS penalty abatement under reasonable cause and first-time abatement.\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 nano-learning course explains IRS penalty abatement under the reasonable cause standard and the first-time abatement (FTA) policy. Participants learn eligibility requirements, documentation expectations, and practical considerations when requesting penalty relief.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Course Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals who prepare, review, or represent clients in matters involving IRS penalties, notices, or compliance failures.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePenalty relief is not just about removing penalties — it’s about preserving future options. Using first-time abatement too early can prevent later reasonable cause arguments, while poorly documented claims often fail.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eUnderstanding how and when to use each abatement method helps practitioners reduce client costs, improve outcomes, and avoid procedural missteps that limit future relief.\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. is an Enrolled Agent and nationally recognized speaker with decades of experience in tax practice, representation, and education. He specializes in complex individual taxation, advanced tax planning, and IRS procedural issues, and is known for translating technically dense tax concepts into practical guidance for tax 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: 109.643%;\" height=\"419\"\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\u003eReduce Penalties — Without Sacrificing Future Relief\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eReasonable Cause and First-Time Abatement Penalty Relief\u003c\/span\u003e\u003cspan\u003e and learn how to approach IRS penalty abatement with clarity and strategy.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52341144191265,"sku":"2885941-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-ReasCause-881x728.jpg?v=1770930327"},{"product_id":"self-employed-health-insurance-deduction-0-2-nano-cpe","title":"Self-Employed Health Insurance Deduction - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eOne Deduction — Three Sets of Rules.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe self-employed health insurance deduction looks straightforward, but its application varies depending on whether the taxpayer is a sole proprietor, partner, or S corporation shareholder. Misapplying the rules can eliminate the deduction entirely.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how the deduction works, who qualifies, and how to properly report it across different entity structures.\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 the qualification rules, income limitations, and reporting requirements for the self-employed health insurance deduction.\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 nano-learning course explains how the self-employed health insurance deduction works and how it is properly applied for sole proprietors, partners, and S corporation shareholders.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho This Course Is For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals preparing or reviewing returns for self-employed individuals, partners, or S corporation shareholders who claim health insurance deductions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe deduction is limited by earned income and subject to entity-specific reporting rules. Failure to properly structure premium payments—particularly for S corporation shareholders—can result in a lost deduction. Understanding the mechanics ensures compliance while preserving legitimate tax benefits.\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., is an Enrolled Agent and nationally recognized speaker with decades of experience in tax practice, representation, and education. He specializes in complex individual taxation, advanced tax planning, and IRS procedural issues, and is known for translating technically dense tax concepts into practical guidance for tax 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: 120.179%; height: 399px;\"\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 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\u003eApply the Deduction Correctly — Every Time\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eSelf-Employed Health Insurance Deduction\u003c\/span\u003e\u003cspan\u003e and learn how to structure and report this deduction properly across entity types.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52364704612641,"sku":"2886615-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-SelfEmp-881x728.jpg?v=1771435738"},{"product_id":"why-an-llc-strategic-considerations-for-entity-selection-0-2-nano-cpe","title":"Why an LLC? Strategic Considerations for  Entity Selection - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eChoosing an LLC Isn’t Always the Default Answer.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eForming a limited liability company (LLC) is often presented as a simple solution for liability protection and tax flexibility. But in practice, the decision involves tradeoffs related to compliance, multi-state exposure, tax elections, and long-term strategy.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explores when an LLC structure makes sense — and when it may introduce unnecessary complexity.\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\u003eDetermine when an LLC is the appropriate entity structure based on liability exposure, tax treatment, administrative burden, and long-term business strategy.\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 nano-learning course examines the strategic use of the limited liability company (LLC), including liability protection, tax classification options, administrative obligations, multi-state compliance risks, and common misconceptions. Participants explore when an LLC structure is appropriate—and when it may create unnecessary complexity.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals advising small business owners, startups, and independent contractors on entity formation and structural planning decisions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAn LLC can provide valuable liability protection and tax flexibility, but it can also create filing requirements, franchise taxes, and compliance burdens that are often overlooked. Understanding both the benefits and the tradeoffs helps practitioners guide clients toward entity choices that align with their operational realities and long-term goals.\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., BMSE, EA\u003c\/strong\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003cspan\u003eLee T. Reams, Sr., is a nationally recognized tax instructor and Enrolled Agent specializing in complex individual taxation and IRS procedure. His teaching emphasizes clarity, real-world application, and strategic compliance for practicing tax 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 height=\"395\" style=\"width: 118.036%;\"\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\u003eMake Smarter Entity Decisions\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eWhy an LLC? Strategic Considerations for Entity Selection\u003c\/span\u003e\u003cspan\u003e and learn how to evaluate entity structure decisions with clarity and confidence.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52364756386081,"sku":"2886618-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-WhyLLC-881x728.jpg?v=1771437730"},{"product_id":"nonresident-alien-taxation-0-2-nano-cpe","title":"Nonresident Alien Taxation - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen a taxpayer is classified as a nonresident alien, the entire tax framework shifts. Income classification, sourcing rules, withholding obligations, and treaty provisions all determine whether income is taxed — and how.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains the federal tax structure governing nonresident aliens and how those rules affect reporting, compliance, and withholding responsibilities.\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\u003eDetermine how U.S. tax rules apply to nonresident aliens, including income classification, sourcing, withholding requirements, and treaty-based exceptions.\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 nano-learning course explains the U.S. tax rules that apply to nonresident aliens, including income classification, sourcing, withholding requirements, and treaty considerations.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eIdeal For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals who prepare or review returns involving nonresident aliens, cross-border income, withholding compliance, or treaty-based reporting positions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eMisclassifying income as effectively connected income (ECI) or fixed, determinable, annual, or periodical (FDAP) income can result in incorrect withholding, penalties, or treaty misapplication. Because withholding agents and payors share responsibility in many cases, understanding sourcing and documentation requirements is critical to reducing compliance risk.\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. is an Enrolled Agent and veteran tax educator with decades of experience in federal tax compliance, controversy, and advanced planning. He has taught thousands of tax professionals nationwide and is known for translating complex statutory and procedural rules into clear, practical guidance.\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=\"411\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.4286%;\" width=\"148\"\u003e \u003ccol style=\"width: 85.8929%;\" 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\u003eNavigate Cross-Border Tax Rules with Confidence\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eNonresident Alien Taxation\u003c\/span\u003e\u003cspan\u003e and learn how income classification, sourcing, and treaty rules shape U.S. tax treatment.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52364834046241,"sku":"2886617-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-NonResident-881x728.jpg?v=1771438705"},{"product_id":"mastering-business-asset-write-offs-comprehensive-strategies-for-tax-optimization-0-2-nano-cpe","title":"Mastering Business Asset Write-offs: Comprehensive Strategies for Tax Optimization - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eiming, Elections, and Strategy Make the Difference.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBusiness asset deductions are not automatic — they are elected, structured, and timed. Depreciation methods, Section 179 expensing, bonus depreciation, and safe harbor elections all interact in ways that can either accelerate tax savings or create unintended consequences.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course provides a focused overview of how these provisions work together so practitioners can make informed write-off decisions.\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\u003eDetermine when and how to apply depreciation, bonus depreciation, Section 179, and related safe harbor provisions to optimize business asset write-offs.\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 nano-learning course covers the core rules and strategies for business asset write-offs under federal tax law.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals advising business owners on capital purchases, equipment investments, building improvements, and entity-level tax strategy.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAsset write-offs influence cash flow, taxable income, and long-term planning. Choosing between Section 179, bonus depreciation, or regular MACRS recovery affects not just the current year but future tax positions. Understanding these tools helps practitioners coordinate write-offs with income levels, phaseouts, and broader planning objectives.\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. is an Enrolled Agent and veteran tax educator with decades of experience in federal tax compliance, controversy, and advanced planning. He has taught thousands of tax professionals nationwide and is known for translating complex statutory and procedural rules into clear, practical guidance.\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: 118.929%; height: 401px;\"\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 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\u003eTurn Capital Purchases Into Strategic Tax Advantages\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eMastering Business Asset Write-offs\u003c\/span\u003e\u003cspan\u003e and strengthen your ability to structure asset deductions strategically.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52364995395873,"sku":"2886906-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Nano-WriteOffs-881x728.jpg?v=1771440071"},{"product_id":"qualified-opportunity-zone-program-0-2-nano-cpe","title":"Qualified Opportunity Zone Program - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe 2026 Deadline Changes Everything.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe Qualified Opportunity Zone (QOZ) program is now permanent under the One Big Beautiful Bill Act (OBBBA). But permanence does not eliminate risk.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA fixed December 31, 2026 deferral deadline creates a narrow transition window. Structure investments incorrectly, and intended tax benefits may disappear. Apply the 2027 framework correctly, and the planning opportunity resets.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTiming is strategic.\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\u003eDetermine how the 2026 transition deadline and 2027 rule changes impact Qualified Opportunity Zone planning strategies.\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 nano-learning course addresses the structural changes to the Qualified Opportunity Zone program under OBBBA, including revised deferral rules, updated basis incentives, and expanded compliance requirements.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax professionals advising clients on capital gains, real estate transactions, pass-through entity structuring, and long-term investment planning.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe 2026 deadline changes the planning landscape.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIncorrect timing can erase tax benefits. Reporting errors can trigger daily penalties.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvisors must apply the 2027 framework with precision.\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 Reams, EA, is the founder of CountingWorks, Inc., and a nationally recognized tax educator specializing in practical guidance on federal tax law changes and strategic planning for tax 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: 117.857%;\" height=\"416\"\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\u003eIntermediate\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\u003eBasic knowledge of capital gains taxation\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 1-800-384-1101.\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\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eCompliance Note\u003c\/span\u003e\u003c\/h2\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\u003ch4\u003eAvoid the 2026 Trap. Plan for the 2027 Framework.\u003c\/h4\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52482286223649,"sku":"2902303-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Nano-QOZ-881x728.jpg?v=1774376340"},{"product_id":"he-taxation-of-legal-settlements-and-the-deductibility-of-associated-legal-fees-0-2-nano-cpe","title":"The Taxation of Legal Settlements and the Deductibility of Associated Legal Fees - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNot Every Settlement Is Tax-Free.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eClients often assume that money received from a lawsuit simply restores what was lost and therefore shouldn’t be taxed. In reality, the tax treatment of settlements depends entirely on the \u003c\/span\u003e\u003cspan\u003eorigin of the claim\u003c\/span\u003e\u003cspan\u003e and the type of damages involved.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course explains how the IRS determines what portion of a settlement is taxable, what may be excluded, and how legal fee deductions can significantly affect the final tax outcome.\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\u003eDetermine when legal settlements are taxable or excludable and how legal fee deductions are treated under current tax rules.\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 nano-learning course explains the tax treatment of legal settlements and the deductibility of related legal fees under current federal tax law.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individuals or businesses involved in litigation, settlement negotiations, employment disputes, or other legal claims that produce taxable or potentially excludable settlement proceeds.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eLegal settlements can create unexpected tax liabilities if damages are mischaracterized or legal fee deductions are misunderstood. Understanding the distinction between physical injury damages, taxable non-physical claims, punitive damages, and attorney-fee treatment allows practitioners to help clients anticipate tax consequences before settlement agreements are finalized.\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. is a nationally recognized tax instructor and Enrolled Agent specializing in complex individual taxation and IRS procedure. His teaching emphasizes clarity, real-world application, and strategic compliance for practicing tax 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: 363px;\" height=\"421\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.4286%;\" width=\"148\"\u003e \u003ccol style=\"width: 85.8929%;\" width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 38.0156px;\"\u003e\n\u003ctd style=\"height: 38.0156px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 38.0156px;\"\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: 58.875px;\"\u003e\n\u003ctd style=\"height: 58.875px;\"\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd style=\"height: 58.875px;\"\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\u003eUnderstand the Tax Consequences Before the Settlement Check Arrives\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eStart \u003c\/span\u003e\u003cspan\u003eThe Taxation of Legal Settlements and the Deductibility of Associated Legal Fees\u003c\/span\u003e\u003cspan\u003e and learn how settlement structure and legal-fee treatment can dramatically affect the final tax outcome.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52493398147361,"sku":"2905839-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Nano-Taxation-881x728.jpg?v=1774543502"},{"product_id":"qualified-opportunity-zone-program-0-2-nano-cpe-copy","title":"Qualified Production Property - 0.2 CPE","description":"\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eFrom 39 Years to One — If You Get It Right.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eFor decades, nonresidential real property has been depreciated over 39 years. Qualified Production Property (QPP) changes that equation dramatically by allowing certain industrial facilities to be fully expensed in the year they are placed in service.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eBut the rules are precise. Eligibility depends on how the property is used, how the facility is designed, and whether strict timing and operational requirements are met.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_9a6jwk5bfca2\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003e\u003cb\u003eLearning Objective\u003c\/b\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eDetermine when property qualifies as QPP and how immediate expensing, usage requirements, and recapture rules affect the tax treatment of industrial facilities.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_e04ftr91eqhp\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003e\u003cb\u003eCourse Description\u003c\/b\u003e\u003c\/span\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 explains the rules and planning considerations for qualified production property (QPP), including eligibility requirements, timing rules, and recapture risks under current tax law.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_mzqhtfdtec8y\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003e\u003cb\u003eBest Suited For\u003c\/b\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eTax and accounting professionals advising manufacturers, industrial businesses, or clients planning facility construction, expansion, or significant capital investment.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_k080b8x4jtwf\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003e\u003cb\u003eWhy This Knowledge Matters\u003c\/b\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eQPP creates a significant opportunity to accelerate cost recovery, but only when strict requirements are met. Missteps in facility design, use classification, or timing can eliminate eligibility or trigger recapture. Understanding these rules allows practitioners to guide clients through high-impact decisions that affect cash flow, tax liability, and long-term planning.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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: 117.857%;\" height=\"416\"\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\u003eIntermediate\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 1-800-384-1101.\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 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eAccelerate Cost Recovery with Strategic Planning\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eStart \u003cb\u003eQualified Production Property\u003c\/b\u003e and learn how to evaluate eligibility and apply QPP rules effectively.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52644058169633,"sku":"2959158-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/QPPNano881x728.jpg?v=1778088649"},{"product_id":"qualified-tips-deduction-0-2-nano-cpe","title":"Qualified Tips Deduction - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA Temporary Break — With Permanent Compliance Risks.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe qualified tips deduction offers up to $25,000 in annual deductions for eligible workers—but only for a limited window. While the opportunity is significant, the rules governing eligibility, income limits, and reporting are highly restrictive.\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 tip income qualifies for the deduction and how reporting requirements, income limits, and structural rules affect the allowable deduction.\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 nano-learning course explains the rules, limitations, and reporting requirements for the qualified tips deduction.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eRecommended For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising service-industry clients, gig workers, and self-employed individuals who receive tip income.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe qualified tips deduction is both valuable and fragile. Eligibility depends on occupation, the nature of the payment, and strict reporting requirements—especially with the upcoming shift to mandatory third-party reporting. Missteps can eliminate the deduction even when income is properly reported, making proactive planning essential.\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 Reams, EA, is the founder of CountingWorks, Inc., and a nationally recognized tax educator specializing in practical guidance on federal tax law changes and strategic planning for tax 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: 117.857%;\" height=\"416\"\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\u003eIntermediate\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 1-800-384-1101.\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\u003cspan\u003e\u003cbr\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\u003eMaximize the Deduction Before It Disappears\u003c\/span\u003e\u003c\/h2\u003e\n\u003ch4\u003eStart Qualified Tips Deduction and learn how to protect eligibility and apply the rules correctly.\u003cbr\u003e\n\u003c\/h4\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52663204348193,"sku":"2961084-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/QualTips881x728.jpg?v=1778520115"},{"product_id":"donating-vehicles-to-charity-0-2-nano-cpe","title":"Donating Vehicles to Charity - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA Simple Donation — With Complicated Tax Rules.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDonating a vehicle may seem like a straightforward charitable act, but the tax treatment is governed by strict IRS rules that determine whether any deduction is allowed—and how much.\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 how vehicle donations are valued and what documentation and compliance requirements must be met to claim a charitable deduction.\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 nano-learning course explains the rules, valuation limits, and documentation requirements for claiming a charitable deduction when donating a vehicle.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eIdeal For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individuals who are considering donating vehicles and expecting a charitable deduction.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Topic Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eVehicle donations are heavily audited due to past valuation abuses. The IRS now limits deductions based on the charity’s actual sale price in most cases, not estimated fair market value. Understanding these rules helps prevent overstated deductions, missed documentation deadlines, and disallowed claims.\u003cbr\u003e\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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: 117.857%;\" height=\"416\"\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\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\u003eNo\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 1-800-384-1101.\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\u003cspan\u003e\u003c\/span\u003e\u003cbr\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\u003eAvoid Costly Mistakes When Donating a Vehicle\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eDonating Vehicles to Charity\u003c\/strong\u003e and learn how to properly document and value vehicle donations\u003cbr\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52697014436129,"sku":"2963740-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/VehCharity881x728.jpg?v=1778886674"},{"product_id":"first-responder-disability-pension-exclusion-0-2-nano-cpe","title":"First Responder Disability Pension Exclusion - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA Powerful Exclusion — But Only When Every Requirement Is Met.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBeginning with tax years after 2026, certain first responders may qualify to exclude eligible disability pension payments from federal gross income. However, the exclusion is not automatic and depends on strict rules involving job classification, service-connected disability status, retirement age, eligible plan type, and documentation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course helps practitioners understand the eligibility framework before the rules take effect.\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\u003eEvaluate when disability pension payments qualify for exclusion and how retirement age, service-connected status, and documentation requirements affect eligibility.\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 nano-learning course reviews the rules, eligibility requirements, and planning considerations for the first responder disability pension exclusion under IRC §1309(c).\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eRecommended For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising law enforcement officers, firefighters, paramedics, EMTs, and other clients receiving or expecting disability pension payments.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Knowledge Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe first responder disability pension exclusion creates a significant planning opportunity, but eligibility depends on precise statutory requirements and proactive documentation. Advisors must verify qualifying service, eligible retirement plan status, retirement age, and service-connected disability records before applying the exclusion. Failure to prepare early can leave otherwise eligible clients with fully taxable pension income.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003cspan\u003e\u003cbr\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\u003ePrepare Now for a Future Exclusion\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eFirst Responder Disability Pension Exclusion\u003c\/strong\u003e and learn how to evaluate eligibility before the provision takes effect.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52728408801569,"sku":"2974415-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/FirstRespDisability881x728.jpg?v=1779231442"},{"product_id":"educator-expense-deduction","title":"Educator Expense Deduction - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSmall Expenses — Significant Tax Impact.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEducators often spend out of pocket to support classroom instruction, but the tax treatment of those expenses depends on strict eligibility rules and proper classification.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRecent changes have expanded the deduction structure, creating new opportunities—while also increasing the importance of correct sequencing and documentation.\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 which educator expenses qualify for deduction and how eligibility rules and deduction sequencing affect the allowable tax benefit.\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 nano-learning course covers the rules, limits, and qualification requirements for the educator expense deduction, including recent changes affecting deduction structure and eligibility.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eDesigned For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising K–12 educators on unreimbursed classroom expenses and deduction strategies.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe educator expense deduction now involves both an above-the-line benefit and a restored itemized deduction structure. Misapplying the rules—or failing to properly sequence deductions—can reduce tax savings or eliminate eligibility entirely. Understanding these mechanics ensures accurate reporting and optimized outcomes.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eMaximize Educator Deductions with Proper Strategy\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cb id=\"docs-internal-guid-27a99663-7fff-86d4-7ebd-3c89b0451ad7\"\u003eStart Educator Expense Deduction and learn how to apply the rules correctly to capture available tax benefits.\u003c\/b\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52728409456929,"sku":"2974489-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/EducatorExpense881x728.jpg?v=1779231339"},{"product_id":"qualified-small-business-stock-0-2-nano-cpe","title":"Qualified Small Business Stock - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA Tax-Free Exit Starts With the Right Structure.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eQualified Small Business Stock (QSBS) can allow founders and investors to exclude significant capital gains from federal taxation, but only when strict requirements are met from the beginning.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEntity choice, original issuance, asset limits, active business rules, holding periods, and documentation all determine whether the exclusion is preserved or lost.\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\u003eDistinguish between qualifying and nonqualifying QSBS transactions and assess how entity structure, holding periods, and eligibility rules affect the available tax exclusion.\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 nano-learning course examines the rules, eligibility requirements, and planning opportunities associated with qualified small business stock (QSBS) under IRC §1202.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising founders, investors, startup clients, and business owners on entity selection, equity planning, or business exit strategies.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eQSBS treatment can create a major tax advantage, but the benefit depends on meeting technical requirements before the stock is issued and throughout the holding period. Missteps involving entity structure, asset thresholds, redemptions, or documentation can eliminate the exclusion and create costly tax consequences.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\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\u003ePlan for the QSBS Exclusion Early\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cb id=\"docs-internal-guid-b63bf494-7fff-e915-8594-e0d05601a555\"\u003eStart Qualified Small Business Stock and learn how to preserve eligibility for one of the most powerful exclusions in the tax code.\u003c\/b\u003e\u003c\/span\u003e\u003cspan\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52728410013985,"sku":"2974490-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/SmBizStock881x728.jpg?v=1779231594"},{"product_id":"navigating-irs-penalty-abatement-0-2-nano-cpe","title":"Navigating IRS Penalty Abatement - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIRS Penalties Are Serious — But They Are Not Always Final.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eMany taxpayers assume that once the IRS assesses a penalty, there are no options for relief. In reality, the tax code provides several pathways for penalty reduction or removal, but each comes with strict eligibility standards and documentation requirements.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eUnderstanding how these relief provisions work can help taxpayers reduce unnecessary financial burdens and avoid costly procedural mistakes.\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\u003eEvaluate when taxpayers qualify for IRS penalty abatement under reasonable cause and first-time abatement rules.\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 nano-learning course outlines the rules, qualification standards, and procedural requirements for obtaining IRS penalty abatement, including reasonable cause relief and first-time abatement.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals assisting individuals or businesses with IRS notices, penalty assessments, compliance failures, or collection-related matters.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy Understanding This Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePenalty relief requests often fail not because the taxpayer lacks a valid argument, but because the request is poorly documented or the wrong relief provision is used. Understanding the differences between reasonable cause relief, first-time abatement, and statutory limitations allows practitioners to pursue the strongest available strategy while preserving future options.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eReduce Penalties Through Proper Strategy\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cb id=\"docs-internal-guid-e98fecb8-7fff-3be2-6d19-7200a41e7b6e\"\u003eStart Navigating IRS Penalty Abatement and learn how to evaluate relief opportunities and prepare stronger abatement requests.\u003c\/b\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52728410505505,"sku":"2974491-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/IRSAbate881x728.jpg?v=1779231541"},{"product_id":"de-facto-life-estate-0-2-nano-cpe","title":"De Facto Life Estate - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eA Simple Deed Transfer Can Create Complex Tax Consequences.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFamilies often transfer real estate to children informally to avoid probate or simplify estate planning. However, when a parent transfers title but continues living in the property, the arrangement may create a de facto life estate with significant tax and legal implications.\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\u003eEvaluate how de facto life estate arrangements affect estate inclusion, basis adjustments, and potential liability exposure under federal tax law.\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 nano-learning course reviews the tax implications, estate planning risks, and legal considerations associated with de facto life estate arrangements and informal real estate transfers.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising aging clients, families transferring real estate, or individuals involved in estate and property transition planning.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformal property transfers frequently create unintended tax consequences and liability risks. While retained life interests may preserve a valuable step-up in basis, changes in occupancy, creditor exposure, Medicaid rules, and incomplete documentation can significantly alter the tax outcome. Understanding these risks helps practitioners guide clients toward more effective formal planning strategies.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eUnderstand the Hidden Risks of Informal Property Transfers \u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eDe Facto Life Estate\u003c\/strong\u003e and learn how retained interests and informal deed transfers can affect estate taxation and long-term planning.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52772970496289,"sku":"2976136-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Life-Estate-881x728.jpg?v=1779899237"},{"product_id":"section-529-plans-0-2-nano-cpe","title":"Section 529 Plans - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEducation Savings With More Flexibility Than Ever.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSection 529 plans remain one of the most powerful tools for education funding, but recent changes have expanded their usefulness well beyond traditional college savings.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course reviews how 529 plans can support K–12 tuition, higher education, apprenticeships, student loan repayment, estate planning, and even limited Roth IRA rollover opportunities.\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 how Section 529 plans are used for education funding, estate planning, and tax-advantaged savings under current law.\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 nano-learning course examines the rules, tax benefits, and planning opportunities associated with Section 529 education savings plans, including contribution limits, qualified expenses, and rollover provisions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eRecommended For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising families, grandparents, students, or clients planning for education expenses and long-term wealth transfer.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Topic Matters\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e529 plans offer tax-deferred growth, tax-free qualified withdrawals, and powerful estate planning opportunities. However, improper distributions, double-dipping with education credits, or misunderstanding rollover rules can create taxable income and penalties. Understanding these rules helps practitioners guide clients toward more flexible and tax-efficient education planning.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cbr\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\u003ePlan Education Savings With Greater Flexibility\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eSection 529 Plans\u003c\/strong\u003e and learn how current rules expand planning opportunities for education funding and tax-advantaged savings.\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52773128306977,"sku":"2976132-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Sec529a-881x728.jpg?v=1779901761"},{"product_id":"foreign-earned-income-exclusion-0-2-nano-cpe","title":"Foreign Earned Income Exclusion - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eLiving Abroad Does Not Mean Escaping U.S. Taxes.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe United States taxes citizens and resident aliens on worldwide income, even when they live and work overseas. The foreign earned income exclusion under IRC §911 can provide substantial relief, but only when strict qualification standards are satisfied.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course reviews how residency tests, tax home rules, foreign housing provisions, and compliance requirements determine whether taxpayers may exclude foreign earned income from U.S. taxation.\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\u003eAssess when taxpayers qualify for the foreign earned income exclusion under the bona fide residence test and physical presence test.\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 nano-learning course reviews the rules, qualification standards, and planning considerations associated with the foreign earned income exclusion under IRC §911.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWho Should Take This Course\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising expatriates, remote workers, foreign-based employees, digital nomads, or clients with cross-border income and residency issues.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThe foreign earned income exclusion can significantly reduce U.S. tax liability, but qualification depends on strict residency, presence, and tax home requirements. Misapplying the rules—or overlooking issues involving abode, housing exclusions, or foreign tax credits—can trigger audits, denied exclusions, and costly compliance problems.\u003cbr\u003e\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\u003c\/span\u003e\u003cspan\u003e\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 height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eNavigate International Tax Rules with Greater Confidence\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eForeign Earned Income Exclusion \u003c\/strong\u003eand learn how residency tests and qualification rules affect exclusion eligibility under IRC §911.\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52773258232097,"sku":"2976133-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/For-EIC-Nano-881x728.jpg?v=1779903850"},{"product_id":"eldercare-tax-issues-0-2-nano-cpe","title":"Eldercare Tax Issues - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCaregiving Can Create Tax Benefits — and Payroll Obligations.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFamilies often focus on the emotional and logistical demands of eldercare, but the tax rules can be just as important. Medical expense deductions, dependency rules, in-home caregiver payments, and household employment requirements all affect how eldercare costs are reported.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis course reviews the key tax issues practitioners should recognize when advising clients who provide or pay for eldercare.\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\u003eDefine when eldercare expenses and caregiver arrangements may trigger deductible medical expenses and household employment tax obligations.\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 nano-learning course outlines the tax rules, deduction requirements, and payroll compliance issues associated with eldercare and in-home caregiving arrangements.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eDesigned For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising families, caregivers, or clients paying for eldercare, assisted living, nursing care, or in-home caregiver services.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eEldercare arrangements can involve both deductible medical expenses and employer payroll obligations. Misclassifying caregiver payments, failing to document medical necessity, or overlooking household employment rules can create denied deductions, payroll tax exposure, and compliance risk.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\n\u003cspan\u003e\u003c\/span\u003e\u003cspan\u003eCourse Details\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cdiv dir=\"ltr\" align=\"left\"\u003e\n\u003ctable height=\"416\" style=\"width: 117.857%;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol width=\"148\" style=\"width: 26.3538%;\"\u003e\n\u003ccol width=\"481\" style=\"width: 73.2852%;\"\u003e\n\u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003cspan\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eNavigate Eldercare Tax Rules with Confidence\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eEldercare Tax Issues\u003c\/strong\u003e and learn how to evaluate medical deductions and caregiver payroll obligations correctly\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52777425928481,"sku":"2976134-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Elder-Tax-881x728.jpg?v=1779993175"},{"product_id":"ai-series-building-the-modern-ai-powered-tax-firm-9-courses-0-2-nano-cpe-each","title":"AI Series Building the Modern AI-Powered Tax Firm - 9 Courses (0.2 Nano CPE Each)","description":"\u003ch2 data-start=\"252\" data-end=\"316\" style=\"text-align: center;\"\u003eAI is changing more than tax research and content creation. This series examines how connected systems, automation, and operational intelligence are transforming the way firms operate and grow.\u003c\/h2\u003e\n\u003cp data-start=\"332\" data-end=\"454\"\u003eThe \u003cem data-start=\"554\" data-end=\"595\"\u003eBuilding the Modern AI-Powered Tax Firm\u003c\/em\u003e Nano Learning Series examines how artificial intelligence, operational intelligence, workflow automation, and connected business systems are reshaping the tax and accounting profession. Across nine concise nano-learning courses, participants will explore AI accuracy, contextual intelligence, workflow governance, operational scalability, firm valuation, succession planning, and the emerging role of connected operational ecosystems. This series provides practical insights into how firms can leverage AI responsibly while improving efficiency, consistency, client service, and long-term growth. \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\"\u003e9 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\u003cspan\u003e \u003c\/span\u003e\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\u003e\n\u003cli data-start=\"794\" data-end=\"812\"\u003eProfessionals who want to understand the opportunities and risks of AI in tax and accounting.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"794\" data-end=\"812\"\u003ePractitioners ready to build more efficient and scalable workflows.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"794\" data-end=\"812\"\u003eFirms exploring AI, automation, and operational intelligence strategies.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"794\" data-end=\"812\"\u003eThose who want to prepare their practice for the future of the profession.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"794\" data-end=\"812\"\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=\"153\" data-end=\"214\"\u003eUpon completion of this series, participants will be able to:\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003e\n\u003cp data-start=\"153\" data-end=\"214\"\u003eIdentify how artificial intelligence is changing operations within tax and accounting firms.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003e\n\u003cp data-start=\"153\" data-end=\"214\"\u003eRecognize the importance of context, governance, and operational controls in AI-enabled workflows.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003e\n\u003cp data-start=\"153\" data-end=\"214\"\u003eDistinguish between standalone AI tools and connected operational systems.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003e\n\u003cp data-start=\"153\" data-end=\"214\"\u003eEvaluate the opportunities and risks associated with AI adoption and automation strategies.\u003cbr\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003eUnderstand how operational intelligence can improve efficiency, scalability, and client service.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003eDescribe how AI-powered systems may influence firm growth, valuation, and succession planning.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003eExplore emerging trends shaping the future of tax and accounting practices.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1654\" data-end=\"1673\"\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 1: The Real AI Race in Tax \u0026amp; Accounting Isn’t About Prompts - 0.2 CPE - \u003c\/strong\u003eThis nano-learning course examines how operational intelligence, connected workflows, and centralized systems are reshaping modern tax and accounting firms.\u003cbr aria-hidden=\"true\"\u003e\u003cbr\u003e\u003cstrong\u003eCourse 2: Why 95% Accurate Can Still Be 100% Wrong in Tax - 0.2 CPE - \u003c\/strong\u003eThis nano-learning course explores how AI accuracy, operational guardrails, and contextual intelligence affect compliance risk and client trust within tax and accounting firms.\u003cbr aria-hidden=\"true\"\u003e\u003cbr\u003e\u003cstrong\u003eCourse 3: Why AI Without Context Will Always Hit a Ceiling - 0.2 CPE - \u003c\/strong\u003e\u003cspan\u003eThis nano-learning course discusses how contextual systems, firm-level memory, and operational intelligence improve AI reliability within tax and accounting firms.\u003c\/span\u003e\u003cbr aria-hidden=\"true\"\u003e\u003cbr\u003e\u003cstrong\u003eCourse 4: The Hidden Risk of Building a DIY AI Stack - 0.2 CPE -  \u003c\/strong\u003e\u003cspan\u003eThis nano-learning course highlights the operational, compliance, and scalability risks associated with fragmented AI systems and disconnected automation workflows within tax and accounting firms.\u003c\/span\u003e\u003cbr aria-hidden=\"true\"\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 5: Not Every AI Model Is Good at Everything - 0.2 CPE - \u003c\/strong\u003eThis nano-learning course explains how multi-model orchestration, workflow governance, and specialized AI systems improve operational efficiency and consistency within tax and accounting firms.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 6: The Hidden Cost of Tool Creep in Tax \u0026amp; Accounting Firms - 0.2 CPE - \u003c\/strong\u003eThis nano-learning course outlines how software fragmentation, operational overload, and disconnected systems can reduce efficiency, scalability, and profitability within tax and accounting firms\u003cstrong\u003e\u003cbr\u003e\u003c\/strong\u003e\u003cbr aria-hidden=\"true\"\u003e\u003cstrong\u003eCourse 7: Why AI May Be the Greatest Opportunity the Tax \u0026amp; Accounting Profession Has Ever Seen - 0.2 CPE -\u003c\/strong\u003e \u003cmeta charset=\"utf-8\"\u003eThis nano-learning course explores how artificial intelligence, operational intelligence systems, and workflow automation are reshaping the future of advisory services within tax and accounting firms.\u003cbr\u003e\u003cbr aria-hidden=\"true\"\u003e\u003cstrong\u003eCourse 8: How AI and Operational Systems May Impact Firm Valuation and Succession - 0.2 CPE - \u003cmeta charset=\"utf-8\"\u003e\u003c\/strong\u003e\u003cspan\u003eThis nano-learning course discusses how operational intelligence, centralized workflows, and auditable AI systems influence firm valuation, scalability, and succession planning within tax and accounting firms.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 9: The Future Tax Firm Will Run on Connected Operational Ecosystems - 0.2  CPE - \u003c\/strong\u003eThis nano-learning course explains how connected operational ecosystems, orchestration layers, and centralized relationship systems are reshaping workflow coordination within tax and accounting firms.\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\u003cp data-end=\"456\" data-start=\"109\"\u003eCourse Details\u003c\/p\u003e\n\u003cdiv dir=\"ltr\" align=\"left\"\u003e\n\u003ctable height=\"418\" style=\"width: 99.8214%;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 26.3514%;\"\u003e \u003ccol width=\"481\" style=\"width: 73.3108%;\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\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\u003eInformation Technology\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 1-800-384-1101.\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\u003cspan\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52777672540449,"sku":"LP_127061","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/9.0-Nano-881x728.jpg?v=1779999867"},{"product_id":"medically-related-home-improvements-0-2-cpe","title":"Medically-Related Home Improvements - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eHome Modifications May Provide More Than Physical Relief.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhen medically necessary home improvements are made to accommodate a disability or chronic condition, certain costs may qualify as deductible medical expenses under IRS rules. However, deductibility depends on strict standards involving medical necessity, valuation changes, substantiation, and itemized deduction limitations.\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 when medically related home improvements may qualify as deductible medical expenses under IRS rules.\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 nano-learning course examines the tax treatment of medically related home improvements, including deductibility rules, valuation adjustments, and documentation requirements.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eBest Suited For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individuals or families making medically necessary accessibility or mobility-related home modifications.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxpayers frequently misunderstand which home improvements qualify as medical expenses and how valuation increases affect deductibility. Failure to document medical necessity, separate personal upgrades from qualifying costs, or obtain proper appraisals can result in denied deductions and lost future tax basis benefits.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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=\"421\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.3003%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.3962%;\" width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003e\u003cbr\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\u003eUnderstand the Tax Impact of Medical Home Modifications\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eMedically Related Home Improvements\u003c\/strong\u003e and learn how IRS rules apply to accessibility improvements, medical necessity, and deductible expenses.\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52797798711585,"sku":"2979335-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/Med-Home-Impr-881x728.jpg?v=1780504329"},{"product_id":"understanding-able-accounts-0-2-cpe","title":"Understanding ABLE Accounts - 0.2 CPE","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSaving Money Should Not Mean Losing Essential Benefits.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor many individuals with disabilities, traditional savings can create unintended consequences by threatening eligibility for means-tested government programs. ABLE accounts were created to provide a tax-advantaged way to save while preserving access to critical public benefits.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eUnderstanding the eligibility rules, contribution limits, and qualified expense requirements is essential for effective long-term planning.\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\u003eAssess how ABLE accounts preserve public benefit eligibility while providing tax-advantaged savings opportunities for qualified individuals with disabilities.\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 nano-learning course reviews the tax rules, contribution limits, eligibility standards, and planning considerations associated with ABLE accounts for individuals with disabilities.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eRecommended For\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTax and accounting professionals advising individuals with disabilities, caregivers, special needs families, or clients coordinating long-term benefit and savings strategies.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cspan\u003eWhy This Course Is Important\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eABLE accounts provide a rare opportunity to build savings without automatically jeopardizing eligibility for programs such as Medicaid and Supplemental Security Income. However, contribution limits, age-of-onset rules, qualified expense requirements, and documentation standards must be carefully followed to preserve both tax benefits and public assistance eligibility.\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\u003cspan\u003e\u003cb id=\"docs-internal-guid-70f99e52-7fff-9203-17a1-dee270c09772\"\u003eLee T. Reams, Sr., BSME EA\u003cbr\u003e\u003c\/b\u003eLee T. Reams, Sr. is an Enrolled Agent with extensive experience in tax preparation, representation, and advanced tax planning. He is known for helping practitioners apply complex tax rules in real-world client situations.\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=\"421\"\u003e\n\u003ccolgroup\u003e \u003ccol style=\"width: 26.3003%;\" width=\"148\"\u003e \u003ccol style=\"width: 73.3962%;\" width=\"481\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\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\u003eNo\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 1-800-384-1101.\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\u003e\u003cbr\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\u003eBuild Savings Without Losing Essential Benefits\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003eStart \u003cstrong\u003eUnderstanding ABLE Accounts \u003c\/strong\u003eand learn how ABLE account rules support tax-advantaged savings and long-term financial planning.\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52797816308001,"sku":"2979336-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/AbleAcct-Nano-881x728.jpg?v=1780502902"}],"url":"https:\/\/www.taxcpe.com\/collections\/nano-courses.oembed","provider":"CountingWorks Learning Center","version":"1.0","type":"link"}