Products
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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
BundleLevel Up Quest transforms tax pros into confident, client-ready advisors with weekly mentorship, engaging lessons, interactive exercises, and a supportive community. 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
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Formed an LLC - what to do next.
Digital downloadA flowchart walking clients through what to do after forming an LLC.