This subscription includes:
- Annual Individual Tax Highlights
Help clients navigate the individual tax landscape.
- Five Yearly Tax Essentials
Here's a video your clients should view each year.
These 5 topics are sure to catch the unwary taxpayer, but with a quick review it
can save both you AND your client time and money.
- The New Child Tax Credit
Help clients learn how the recent changes to the Child Tax Credit affect them.
- The New World of Deductions: What Everyone Needs to Know
This video takes an in-depth look at the new rules surrounding itemized deductions.
- Tax Cuts & Jobs Act: What You Need to Do Now
Use this video to keep your clients on course to file their 2017 returns and explain the 2018 changes in more depth.
- Annual Business Tax Highlights
Help clients navigate the business tax landscape.
- How Long Should I Save It?
How long do I keep this? This video describes the Federal recordkeeping guidelines.
- Proving Your Deductions
Helps clients understand what is needed to document
and defend their deductions.
- Make the Most of Your Donations
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.
- Ideas to Audit-Proof Your Tax Return
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.
- Five Great Tax Secrets
Clients overlook tax deductions. Here are five things every client should know.
- New videos when added
Access to new videos, including the Tax Cuts and Jobs Act videos, as they are released.
PLUS: Three BONUS Life Events videos:
- Life Events: Marriage
Help clients understand the tax changes that come with getting married.
- Life Events: A New Birth
Help clients understand the tax changes that come with having a baby.
- Life Events: Divorce
Help clients understand the tax changes that come with getting divorced.