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Courses

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IAR – Long Term Care Fundamentals (2026)

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IAR – Annuities (2026)

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IAR – Viatical and Life Settlements: The Secondary Market for Life Insurance Policies (2026)

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IAR – Ethical Behavior For Financial Professionals (2026)

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2027 Annual Tax Season Update

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Tax Treatment of Life Insurance Proceeds (2026)

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Tax Treatment of Individual Retirement Arrangements (2026)

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The §199A Pass-Through Deduction (2026)

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Healthcare Reform: The Affordable Care Act Tax Provisions (2026)

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Tax Treatment of Sickness & Injury Plans (2026)

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Secure Act 2.0 (2026)

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Tax Cuts & Jobs Act – Individual Tax Preparation (2026)

Navigating Form 1040 Schedule C (2026)

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Tax Return Preparer Ethical Issues(2026)

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Tax Treatment of Retirement Plans, Pensions and Annuities(2026)

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Practice before the IRS(2026)

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The One Big Beautiful Bill Act (2026)

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Navigating an IRS Tax Audit(2026)

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Keeping Taxpayer Data Secure(2026)

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IRS Collections & Installment Arrangements(2026)