Continuing Education

Annual Federal Tax Refresher 2021

6 Credits

Course Overview
“The Annual Federal Tax Refresher course (6 credit hours) provides a full review of tax law for preparing 2021 individual tax returns. This course covers all of the essential developments impacting individual tax returns during the upcoming 2022 tax filing season. This course also includes a review of basic individual tax preparation information needed to prepare 2021 tax returns. The course also covers the Circular 230’s practices, procedures, and professional responsibility requirements to ensure the tax practitioner has the relevant information needed to complete a successful 2022 filing season. The course content provides discussions on common tax preparation problems and includes examples demonstrating how to apply the relevant tax regulations.

Additionally, AFSP participants must consent to adhere to the obligations in Circular 230, Subpart B and section 10.51 (see IRS video here: https://youtu.be/l6n_dAnQCn8) in order to receive their record of completion.”

Learning Objectives
After completing this course you will be able to:

• Identify major provision of TCJA affecting individual tax
• Recognize the tax law changes impacting 2021 individual tax returns
• Identify inflation adjustments impacted 2021 individual tax returns
• Identify taxable income and tax deductible expenses

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Federal Tax Law Update 2021

3 Credits

Course Overview
“The Federal Tax Law Update course provides a review of recent updates to federal tax law relevant to the preparation of 2021 individual tax returns. Keep your skills sharp in a competitive tax preparation environment with this course covering tax law updates from the Consolidated Appropriations Act, American Rescue Act, SECURE Act, CARES Act, and TCJA impacting individual tax returns during the upcoming 2022 filing season. The course content focuses on real-world solutions to common tax preparation problems and includes examples demonstrating how to apply the relevant tax regulations. Upon completion of the course, the student will be familiar with the federal tax law updates relevant to 2021 individual tax returns.”

Learning Objectives
After completing this course you will be able to:

• Identify major provision of TCJA affecting individual tax
• Recognize the tax law changes impacting 2021 individual tax returns
• Identify inflation adjustments impacted 2021 individual tax returns

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Estimated Taxes for Individuals 2021

2 Credits

Course Overview
“This course covers the basics of Estimated Tax for Individuals. Specifically, the course covers what estimated taxes are, who must pay estimated tax, how to figure estimated tax, when to pay estimated tax, and how to pay estimated tax. Additionally, this covers covers how to fill out Form 2210 Estimated Tax Underpayment Penalties and how to use the IRS Tax Withholding Calculator. ”

Learning Objectives
After completing this course you will be able to:

• Identify who needs to pay estimated tax
• Calculate estimated tax
• Identify when to pay estimated tax
• List methods on how to pay estimated tax

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Circular 230 – Tax Practitioner Ethics 2021

2 Credits

Course Overview
“This course reviews Circular No. 230 and ethics for tax practitioners. This course focuses on the rules relating to the authority to practice before the Internal Revenue Service, tax practitioner duties and restrictions relating to practice before the Internal Revenue Service, and Secretary of the Treasury sanctions for violating the regulations.”

Learning Objectives
After completing this course you will be able to:

• Identify tax practioner duties and restrictions relating to practice before the IRS
• Recognize the penalties involved with not following Circular 230
• Identify common ethical violations

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Business Tax Basics 2021

3 Credits

Course Overview
“This course reviews foundational topics for business tax. The course reviews the basic business tax return filing requirements, accounting methods, and accounting periods. Additionally, this course covers the basics of business income and business deductions, such as automobile expenses, reasonable officer compensation, travel, meals, and entertainment. Furthermore, this course gives an overview of balance sheets reported on business tax returns and book-to-tax reconciliations. And finally, this course also gives the basics of vacation home rental and rental real estate. Upon completion of this course, the student will be able to ascertain basic business tax return filing requirements, accounting methods, accounting period, and have a general understanding of business income and deductions and book-to-tax differences.”

Learning Objectives
After completing this course you will be able to:

• Identify basic business tax return filing requirements
• Distinguish between accounting methods
• Identify taxable income and tax deductions
• Identify common book-to-tax differences

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Understand the Basics of Reporting Requirements for Foreign Income, Foreign Accounts, and Foreign Assets 2021

1 Credit

Course Overview
“Under the current tax law, failing to properly report foreign assets, accounts, and income can result in substantial penalties. Due to the lack of awareness and complexity of these issues, tax practitioners must maintain at least a basic understanding of these important issues when interacting with taxpayers. This course is designed to provide a basic overview of foreign reporting of assets, accounts, and income to allow the student to effectively identify these issues.”

Learning Objectives
After completing this course you will be able to:

• Identify the foreign earned income exclusion eligibility requirements.
• Identify the requirements for US Persons to submit the FBAR FinCen Form 114
• Define which taxpayers are required to report specified foreign assets using Form 8938.

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Tax Depreciation Basics 2021

1 Credit

Course Overview
“This course covers the basics of Tax Depreciation to include an overview of the Modified Accelerated Cost Recovery System (MACRS), General Depreciation System (GDS), bonus depreciation, Section 179, listed property, luxury automobile limitations, and Form 4562. ”

Learning Objectives
After completing this course you will be able to:

• Define tax depreciation
• List the different types of tax depreciation
• Recognize the forms needed to calculate tax depreciation
• Distinguish between the different types of tax depreciation

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Form 1040 Structure, Filing Status & Dependents 2021

1 Credit

Course Overview
“This course gives an overview of the 2021 Form 1040 structure, reviews the five filing statuses and their categorization, and reviews dependent qualifications for qualifying child and qualifying relative. Throughout the course, examples are provided to illustrate nuanced rules and their exceptions to allow the student to better grasp the material.”

Learning Objectives
After completing this course you will be able to:

• Recognize the structure of Form 1040
• Identify the proper filing statuses for tax payers
• Distinguish between the types of dependents
• Identify requirements for qualifying child

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Tax Planning Basics For Small Business Owners 2021

2 Credits

Course Overview
“This course covers the basics of tax planning for individuals and small business owners. The course covers some basic tax strategies to eliminate, defer, and reduce federal tax. Upon completion of the course, the student should be able to identify several ways for individuals and small business owners to ethically eliminate, defer, and reduce federal tax.”

Learning Objectives
After completing this course you will be able to:

• Identify 3 strategies for tax planning
• Distinguish between the 3 tax planning strategies
• Identify several common tax planning strategies

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Basics of Form 1120S (S-Corporations) 2021

2 Credits

Course Overview
“This course reviews the tax basics for S-Corporations and the Form 1120S. The course reviews the basics of S-Corporation eligibility, S-Corporation election, reasonable officer compensation, 2% shareholder-employee issues, and S-Corporation shareholder stock and debt basis. This course also reviews Form 1120S line-by-line to give the student a general understanding of what the Form 1120S requires and for what purpose.”

Learning Objectives
After completing this course you will be able to:

• Identify S-Corporation eligibility and election
• Explain reasonable officer compensation
• Explain S-Corporation shareholder basis
• Recognize the Form 1120S structure

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Basics of Form 1040 Adjustments & Deductions 2021

2 Credits

Course Overview
“This course reviews the adjustments for AGI, the deductions from AGI, and tax applied to taxable income. For adjustments, this course reviews Schedule 1 Part II line-by-line to cover the basics of each adjustment. Also, this course covers the basics of the standard deduction and itemized deduction on Schedule A. And finally, this course covers the basics of Schedule 2 to show how tax is calculated for Form 1040. ”

Learning Objectives
After completing this course you will be able to:

• Identify adjustments for AGI,
• Identify deductions from AGI
• Explain how tax is derived from taxable income

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Basics of Form 1040 Income 2021

2 Credits

Course Overview
“This course reviews the income reported on Form 1040, the information only forms that contain income for the Form 1040, Schedule 1 of the Form 1040, and forms that flow to Schedule 1 and Form 1040. This course gives an overview of different types of individual income from interest, business, capital gains, rents or royalties, and farming from forms Schedule B, Schedule C, Schedule D, Schedule E, and Schedule F. Upon completion of this course, the student should be able to identify income that is subject to US taxation and identify what type of income an item is.”

Learning Objectives
After completing this course you will be able to:

• Identify income that is subject to US taxation
• Distinguish between different types of income
• Recognize Schedule B, C, D, E, and F
• Explain how income flows from Schedules to the Form 1040

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Basics of Form 1040 Credits & Estimated Tax Payments 2021

2 Credits

Course Overview
“This course covers the basics of Form 1040 tax credits to include the Child Tax Credit, Other Dependent Credit, Child and Dependent Care Credit, Foreign Tax Credit, American Opportunity Tax Credit, Lifetime Learning Credit, Residential Energy Credit, Credit for Qualified Retirement Savings Contributions, Premium Tax Credit, and Earned Income Credit. Also, this course reviews the basics of estimated tax payments.”

Learning Objectives
After completing this course you will be able to:

• Identify the requirements for common Form 1040 tax credits
• Distinguish between different child and dependent credits
• Recognize who is required to submit estimated tax payments.

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Basics of Form 1120 (C-Corporations) 2021

2 Credits

Course Overview
“This course reviews the tax basics for C-Corporations and the Form 1120. The course reviews the basics of C-Corporation election, C-Corporation taxability, C-Corporation estimated taxes, C-Corporation contributions and distributions, and C-Corporation filing requirements. This course also reviews Form 1120 line-by-line to give the student a general understanding of what the Form 1120 requires and for what purpose.”

Learning Objectives
After completing this course you will be able to:

• Explain the C-Corporation election process
• Identify the C-Corporation filing requirements
• Recognize structure of Form 1120.

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Basics of Form 1065 (Partnerships) 2021

2 Credits

Course Overview
“This course reviews the tax basics for partnerships and the Form 1065. The course reviews the definition of partnership, the different types of partnerships, partner guaranteed payments, and the basics of Form 1065. This course reviews Form 1065 line-by-line to give the student a general understanding of what the Form 1065 requires and for what purpose.”

Learning Objectives
After completing this course you will be able to:

• Identify the different types of partnerships
• Explain guaranteed payments
• Recognize the structure of Form 1065

Refund & Cancellation
“To obtain a refund for paid webinars, please contact TaxBiz at (678) 541-8000 or [email protected] at any time prior to the start of the webinar. Transfers are also available. Refunds for paid self-study courses are available within 30 days after date of purchase, assuming that no CPE credit has been granted.

In the rare event that TaxBiz needs to cancel a webinar due to circumstances beyond our control, all participants will be notified and given the opportunity to either transfer to another webinar or obtain a refund.

If a student would like to report a complaint or question about a TaxBiz product, please contact TaxBiz customer service at
(678) 541-8000 or [email protected].”

NASBA Sponsor Statement
Bookkeepers.com LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.