classes offered

These are the courses I regularly teach. If you are interested in a topic not listed, Iā€™d be happy to discuss your needs.

  • Circular 230 Ethics (2 CE)

  • Communicating Tax Research Results (2 CE)

  • Create a Winning Argument for Your Tax Position (2 CE)

  • Cryptocurrency Taxation (2 CE)

  • Entity Classification: Rules and Elections (2 CE)

  • Foreign Asset Reporting and Compliance (2 CE)

  • Fundamentals of Partnership Taxation (2-4 CE)

  • Handling Illegal Source Income on the Tax Return (1 CE)

  • IRA Rules and Strategies (2 CE)

  • Introduction to the IRS Appeals Office (2 CE)

  • Key Court Cases in the Tax Law (2 CE)

  • Mastering the Tax Research Process (2-4 CE)

  • Mechanisms to Offset U.S. Taxation of Foreign Income (2 CE)

  • Penalty Abatement Strategies (2 CE)

  • Publicly Traded Partnerships: From K-1 to Tax Return (2 CE)

  • Resolving International Non-Compliance (2 CE)

  • Sec. 199A In-Depth (2-4 CE)

  • Sec. 351 and 721 Exchanges (2 CE)

  • Statutes of Limitations (2 CE)

  • Tax Court Practice and Procedure (2 CE)

  • Tax Implications of Major Life Events (2 CE)

  • Tax Issues for Selling a Primary Residence (2 CE)

  • Tax Planning Strategies for Individuals (2 CE)

  • Tax Planning Strategies for Business Owners (2 CE)