Products
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All Courses, Stock Options
Using Visuals to Simplify Employee Stock Purchase Plan
Course5.0 average rating (2 reviews)An online e-learning course where we use visuals to help explain ESPP. We go through the various scenarios taxpayer may face with their ESPP and will be able to know the tax implication with each scenario.
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All Courses, Advanced Courses
Life Insurance Retirement Plan
CourseUnlock the secrets of LIRPs with Dave Spence, CPA! Learn how to boost retirement savings and minimize taxes. Perfect for tax pros wanting to offer clients innovative, tax-free income strategies.
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All Courses, Ethics
Ethics - Ethical responsibilities for enrolled agent
CourseMaster IRS ethics and compliance with our comprehensive course on Circular 230, tax scams, and professional responsibility. Learn to identify fraud schemes, maintain ethical standards, and protect your practice while guiding clients.
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All Courses, Ethics
Ethics - Frivolous Tax Arguments
CourseCommon frivolous tax arguments often used by taxpayers to avoid paying taxes, such as the claim that income tax is voluntary or that certain individuals are not subject to the federal income tax laws. Additionally, the the IRS's "Dirty Dozen" list.
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All Courses, Level Up Membership
Level Up Membership Active
BundleTraining and mentorship for tax professionals to confidently guide client conversations around tax strategies and deliver tax advisory services, not just tax preparation. All while earning CE credits.
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All Courses
Level Up Community
CommunityJoin our exclusive community for tax professionals! Share work, get instant feedback, ask questions, and share experiences in a safe, supportive space. Step out of your comfort zone and grow together. Join