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

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


Confidently navigate 2024 Canadian trust reporting changes, mastering new beneficial ownership rules, capital gains updates, and detailed CPA compliance to minimize risk and optimize client

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


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

Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

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


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


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


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


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


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