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This subscription includes:

  • Tax Terms: Marginal Tax Rate
    Use this video to help your clients understand what the marginal tax rate is and how they can use it to their advantage.
  • Annual Individual Tax Highlights
    Help clients navigate the individual tax landscape.
  • The IRS Loves Businesses
    Too often, businesses make unwitting mistakes that are paid for when the IRS scrutinizes their taxes and business practices. The good news? The IRS is up front with you on what is in their audit focus. Now there is a video that helps you communicate this with your valued small business clients.
  • 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: Recap
    Use this video to keep your clients on course and explain the Tax Cuts and Jobs Act 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.
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