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Upcoming Webinar

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Thursday, May 30, 2024
10:00am-12:00pm central

This course covers the essentials of IRAs. We’ll go well beyond the basics to cover crucial topics: when to convert traditional IRAs to Roth IRAs, how to minimize tax on conversion, and when clients should recharacterize IRA contributions (and how to recharacterize). We’ll also discuss how to get a waiver for clients who fail to take the required minimum distributions and other traps in the IRA area including prohibited transactions, excess contributions, and impermissible investments.

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Instruction Designed for You

Whether you have employees, work on your own, or are part of a larger team, you’ll need to keep up with new developments and regulations. That shouldn’t take up a large chunk of your time. At Tax School, we think continuing education should fit your life. That’s why we:

  • Offer online tax school classes taught by working tax professionals
  • Design the annual Fall Tax School to be flexible and convenient
  • Offer year-round learning options that fit your schedule
  • Are relevant no matter what your position or experience

Our primary goal is to help you help your clients. We’re proud to be your tax continuing education provider of choice.

This is the best tax update program I’ve ever attended.

Love the topics, depth of coverage, and instructor knowledge and skill.

Keep up the great work!

2023 Fall Tax School Attendee

Leading The Way in Tax Education

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Find Your Class Today

Whether you need continuing education as a requirement or just want to keep learning, we’re excited to teach you. Sign up for a class that fits your needs today.