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Homechevron_rightAccounting & Taxchevron_rightTax Planning & Compliance

Advance your Professional Skills in Tax Planning & Compliance

These Tax Planning & Compliance courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Professional Tax Planning & Compliance Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
AI Literacy Series: Who Benefits When AI Cuts Costs? IRS AI Guidance, Circular 230 & Fees (U.S.)
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

AI Literacy Series: Who Benefits When AI Cuts Costs? IRS AI Guidance, Circular 230 & Fees (U.S.)

The IRS's AI guidelines, Circular 230 and the economics of your fees.

CA$73-26%CA$99
2 CPD hours
Jason Dean
Published at Oct 14, 2026
Updated at Oct 14, 2026
Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority
Video Course
Accounting & Tax: Tax Planning & Compliance

Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority

Stop guessing and start citing: Learn how to navigate conflicting authority and manage your liability as a tax practitioner.

US$84-30%US$120
2.5 CPD hours
David Peters
Published at May 29, 2026
Updated at May 29, 2026
Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs

Navigate the complex tax landscape of entity selection to maximize value and avoid hidden liabilities.

US$85-28%US$118
2.5 CPD hours
David Peters
Published at May 18, 2026
Updated at May 18, 2026
Lifecycle Financial Planning: Tax Planning - Depreciation
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Tax Planning - Depreciation

Unlock powerful tax deductions and avoid costly recapture surprises with expert planning techniques.

US$84-20%US$105
2.5 CPD hours
David Peters
Published at May 18, 2026
Updated at May 18, 2026
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Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction

Unlock hidden tax savings for pass-through entities by navigating complex phase-outs, SSTB rules, and entity-choice strategies.

US$62-19%US$77
1 CPD hour
David Peters
Published at May 18, 2026
Updated at May 18, 2026
Exploring Client Advisory Services: Engagement Letters & Preparer Liability
Video Course
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: Engagement Letters & Preparer Liability

Master Circular 230 compliance and engagement letter best practices to protect your practice from penalties and professional liability.

US$62-19%US$77
1 CPD hour
David Peters
Published at May 15, 2026
Updated at May 15, 2026
Lifecycle Financial Planning: Required Minimum Distributions
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Required Minimum Distributions

Stop the confusion and avoid costly penalties with a deep dive into the latest RMD regulations and inherited account strategies.

US$84-27%US$115
2.5 CPD hours
David Peters
4.8
(5)
Published at May 15, 2026
Updated at May 15, 2026
Exploring Client Advisory Services: New Business Compliance & Working with a Tax Preparer
Video Course
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: New Business Compliance & Working with a Tax Preparer

Master the essential filings, payroll taxes, and record-keeping requirements to keep your business out of trouble.

US$76-24%US$100
2 CPD hours
David Peters
Published at May 15, 2026
Updated at May 15, 2026
Tax Preparation 2025-2026-Introduction & Excel Tax Formula
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

Tax Preparation 2025-2026-Introduction & Excel Tax Formula

Learn U.S. federal income tax through three connected lenses — the tax formula, the Form 1040 and schedules, and tax software.

CA$164-20%CA$204
6.5 CPD hours
Robert Steele
Published at May 10, 2026
Updated at May 2, 2026
Understanding Real Estate Taxation: Rental Activities & Material Participation Rules
Video Course
Accounting & Tax: Tax Planning & Compliance

Understanding Real Estate Taxation: Rental Activities & Material Participation Rules

Stop losing money on rental losses—learn how to navigate material participation and professional status rules.

US$76-24%US$100
2 CPD hours
David Peters
Published at May 1, 2026
Updated at May 1, 2026