CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

TaxBusters!

Protect your clients from costly misconceptions and tax myths. Prevent client audits by exploring changing tax rules.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

This course was recorded live at the 2023 New Money Summit.

From common misconceptions about deductions to debunking false claims about tax loopholes, this CPE webinar course will unravel the truth behind the viral tax rumors.

 

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Learn the top 9 tax myths and educate yourself on the facts.
  • Understand how the tax myths impact your clients.
  • Learn the importance of busting these myths to help your clients set themselves up for success, not an audit!
  • Feel comfortable with the ever-changing tax rules and know that it is OK to ask tax professionals for help so you can better serve your clients.
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Course Specifics

Course ID
WC1823358899
Revision Date
January 17, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02421-24-O
IRS Federal Tax Law Credits: 1
CFP Provider Number: 3199
CFP Course Number: 322105
CFP Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1969
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Jamie O’Kane, CPA, CTC

Jamie O’Kane, CPA, CTC is the owner of the Colorado based CPA firm Abundant Beans Tax & Accounting and host of The Abundant Beans Podcast. Abundant Beans Tax & Accounting provides goal-based & proactive tax strategy, tax compliance, and consulting services that make a positive impact on their client’s ability to build sustainable businesses. Their niche is women-owned veterinary practices. Veterinary practice owners are changing the game in their industry and nothing fires up the team at Abundant Beans Tax & Accounting than helping them do it. Jamie has been working with and advising small business owners for almost two decades. …

Jessica L. Smith, EA

Jessica L. Smith, EA is a speaker and educator with more than a decade of experience helping small business owners overcome their tax problems and leveraging the federal tax code to save thousands in income taxes. As Enrolled Agent, she has earned the privilege of representing taxpayers before the Internal Revenue Service. She is a candidate for admission to practice before the United State Tax Court as a non-attorney. Jessica earned a Bachelor of Science in Accounting, summa cum laude from California College. She is a member of the National Association of Enrolled Agents, the National Association of Tax Professionals, and …

Fred Stein, CPA, EA

Fred Stein, CPA, EA is the tax director of BQ Tax & Accounting, Ltd, a firm dedicated to working with small and medium-sized businesses helping them grow and thrive. Fred is an expert in accounting, taxation, business, and cash flow management. In 1988, Fred graduated from SUNY-Oswego with a degree in Accounting. He passed the certified public accounting (CPA) exam a few years later while working for a small CPA firm. When Fred relocated to the West Coast, he realized the value of the multistate EA designation which he obtained in 2019. In 1995, Fred ventured out on his own, working …

Lily Tran, EA, CTC

Lily Tran, EA, CTC, is the Founder of TaxUSign®, a Washington State firm providing virtual tax help for whatever life throws at you. Lily is licensed by the Internal Revenue Service as an Enrolled Agent (EA), a federal program authorizing her to represent taxpayers before the IRS when it comes to audits, collections, and appeals. Lily is currently studying financial planning at Pepperdine University. She is also a Certified Tax Coach and NTPI Fellow. Lily has over 15 years of experience in accounting, tax, consulting, and advisory services for entrepreneurs, small business owners, and corporations. Lily’s firm TaxUSign® provides high-quality, …

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