Webinars | Publications | Self-Study Programs
Webinars
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Spidell’s Quarterly Federal Tax Update™ (Various dates including February 7)
Get four 2-hour live webinars throughout the year with the news you need, new tax planning strategies to minimize your clients' taxes, and more.
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Tax Planning (December 4)
Monday, December 4 10:00 to 11:00 a.m. Pacific Time Price: $64 Add to Cart Presented by: Mike Giangrande, J.D., LL.M. Discuss year-end planning moves ...
$64
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1099-K: What to Do When Your Client Receives One
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Alan Pinck, EA Learn the history of the 1099-K reporting thresholds Identify...
$107 -
20 More Estate and Trust Questions
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Claudia Hill, EA, MBA They just keep coming…clients with estate and trust ...
$107 -
2023/24 Federal Tax Update Webinar
Available January 12, 2024 Price: $284.00 $284.00 *Discount valid through November 13, 2023. See why over 18,000 tax pros trust Spidell for their upda...
$284 -
A Crash Course on Non-Fungible Tokens (NFTs)
On-Demand Webinar — Available now Price: $43 Add to Cart Presented by: Brian Kindle, VP, Product Development ACFCS Register today and get a free cli...
$43 -
Accounting & Auditing Essentials
On-Demand Webinar — Available now Price: $284 Add to Cart Presented by: Sunish Mehta, CPA, CGMA Understand the application of SSARS to your practice...
$284 -
Advanced Planning with Trusts
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Jacob Stein, Esq. Learn creative planning with irrevocable trusts, including...
$107 -
Asset Protection
On-Demand Webinar — Available now Price: $64 Add to Cart Presented by: Jacob Stein, Esq. Learn to use “game theory” when negotiating with plaint...
$64 -
Audit Proofing Your Returns
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Alan Pinck, EA Be informed on which issues are being audited currently Learn...
$107 -
Celebrity Tax Cases
On-Demand Webinar — Available now Price: $64 Add to Cart Presented by: Renée Rodda, J.D. Register today and get a free client letter about the June...
$64 -
Centralized Partnership Audit Rules
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Stan Pollock, CPA Learn how to “amend” partnership returns for partnersh...
$107 -
Complex IRA Issues
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Mike Giangrande, J.D., LL.M. Understand the new rules for inherited IRAs: Mo...
$107 -
Cryptocurrency Tax Compliance in the Rollercoaster Bitcoin World
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Steve Toscher, J.D. Michel R. Stein, J.D., LL.M.. Evan Davis, J.D. Understan...
$107 -
Employee Retention Credit
On-Demand Webinar — Available now Price: $64 Add to Cart Presented by: Mike Giangrande Sonny Grover Reid McLaughlin See why Employee Retention Credi...
$64 -
Final 1040… and What Comes Next
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Claudia Hill, EA, MBA The Final 1040 can also be the beginning of estate tax...
$107 -
Form 1041 Basics for a Trust (Not an Estate)
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Claudia Hill, EA, MBA Not all trusts are the same, and those differences are...
$107 -
Form 1041 for an Estate (Not a Trust)
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Claudia Hill, EA, MBA Not all 1041s are the same Understand that the biggest...
$107 -
Handling Estate and Gift Tax Audits
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Steve Toscher, J.D. Robert Horwitz, J.D. Lacey Strachan J.D., LL.M. Practica...
$107 -
How to Survive an IRS Audit
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Alan Pinck, EA Learn how returns are selected for examination Understand the...
$107 -
Income Distribution Deduction
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Charles Burdoin, CPA Vanquish your fear of trust tax returns Receive a pract...
$107 -
Inflation Reduction Act Update
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Renée Rodda, J.D. Mike Giangrande, J.D., LL.M. Get breaking news on new gui...
$107 -
IRC §199A
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Stan Pollock, CPA Review the basics we have learned, then dig deeper IRS Aud...
$107 -
Overview of Trusts
On-Demand Webinar — Available now Price: $139 Add to Cart Presented by: Renée Rodda, J.D. Understand the importance of trusts, even for small estat...
$139 -
Preparing a Schedule C So It Can Fly Through an Audit
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Alan Pinck, EA Learn what goes where on a Schedule C Gain an understanding o...
$107 -
Preparing Form 706 for Portability
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Claudia Hill, EA, MBA Currently the amount exempt from estate taxes is $12.0...
$107 -
SECURE 2.0 Act
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Renée Rodda, J.D. Mike Giangrande, J.D., LL.M. The 358-page SECURE 2.0 Act ...
$107 -
Solar Energy Credits
On-Demand Webinar — Available now Price: $64 Add to Cart Presented by: Mike Giangrande, J.D., LL.M. Understand what property qualifies for solar cre...
$64 -
Spidell’s 2023 Trust Webinar Series
Available now 7 on-demand webinars for a total of 15 hours of CPE Price: $495 $495 Add to Cart Build your trust business Spidell is offering 7 webinar...
$495 -
Spidell’s Quarterly Federal Tax Update™ from July 2023
On-Demand Webinar — Available now Price: $107 Add to Cart Interested in purchasing an entire year of updates? Click here for more information Presen...
$107 -
Spidell’s Quarterly Federal Tax Update™ from October 2023
On-Demand Webinar — Available now Price: $107 Add to Cart Interested in purchasing an entire year of updates? Click here for more information Presen...
$107 -
Spidell’s Quarterly Federal Tax Update™ On-Demand Webinar
Stay ahead of the curve and get quarterly updates all year. Get the most up-to-date news you need to maximize your productivity.
$269 -
Stock Incentive Plans
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Mike Giangrande, J.D., LL.M. Learn the differences between ISOs, NQSOs, ESPP...
$107 -
Tax Planning
On-Demand Webinar — Available by December 11 Price: $64 Add to Cart Presented by: Mike Giangrande, J.D., LL.M. Discuss year-end planning moves for 2...
$64 -
Trusts and Estates: 20 Questions, 20 Solutions
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Claudia Hill, EA, MBA Back by popular demand, Claudia Hill will solve estate...
$107 -
Understanding the Business Interest Limitation
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Renée Rodda, J.D. Mike Giangrande, J.D., LL.M. Understand when the business...
$107 -
Wacky Rentals
On-Demand Webinar — Available now Price: $107 Add to Cart Presented by: Alan Pinck, EA Review the various types of residential rental activities and...
$107
Publications
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Spidell’s Federal Taxletter®
Monthly news and planning articles to keep you current on federal changes. Includes over 1,000 articles going back to 2009 plus useful client letters.
Self-Study Programs
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2023/24 Federal Tax Update
Available January 12, 2024 — Electronic version only Price: $284.00 $284.00 *Discount valid through November 13, 2023. See why over 18,000 tax pros ...
$284 -
Accounting and Financial Reporting in a Post-COVID Economy
Get an up-to-date 4-hour accounting and auditing course to help fulfill your A&A requirement. Get the latest tax changes affecting 2022 and 2023 ...
$77 -
Auto Rules
Operating costs for vehicles used in the course of a business are deductible. Save clients tax with a full understanding of auto rules.
$44 -
Bankruptcy Tax Issues
Explore the many tax issues of bankruptcy, understand bankruptcy procedures and qualifications, learn about homesteading and garnishment, and more.
$44 -
Basic Fringe Benefits
Help your client take advantage of basic fringe benefits: Learn about their mechanics, compensation methods, valuation, withholding, and accounting.
$77 -
Basic Marital Tax Matters
Dive into initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents.
$44 -
Charitable Contributions
Understand what is and isn't a charitable contribution and how to properly compute the deduction.
$44 -
Corporate Tax Planning
Understand what gives corporations a competitive edge over other entities: Often-missed fringe benefits, retirement planning opportunities, and more.
$109 -
Education Tax Benefits
Help your clients plan for their children's future and examine the tax treatment of costs related to education.
$44 -
Employee Compensation & Benefits
Get a working knowledge of the types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.
$77 -
Estate Planning
Explore wills, living trusts, gifts, insurance, marital property, and probate avoidance. Help your clients pass more wealth and save death taxes.
$44 -
Estate Planning With Business Issues
Get practical estate planning solutions that are cost-effective and explore planning issues and problems that arise from owning a business interest.
$44 -
Estate Tools and Trusts
Focus on asset control, save death taxes, and transfer wealth through specialized estate planning tools.
$44 -
Fast-track Retirement Planning
Maximize tax-saving strategies for yourself and your clients: Analyze retirement income needs, determine Social Security benefits, and more.
$54 -
Getting Cash Out of Your Business
Learn how to optimize the overall compensation package through qualified and non-qualified deferred compensation, benefit targeting, and more.
$54 -
Installment Sales
Save your client's tax and understand installment sales, a sale of property where one or more payments are received after the close of the tax year.
$44 -
Interest
Maximize your clients' deductible interest and focus on tax issues affecting the treatment of interest and debt.
$44 -
Passive Loss and At-Risk Rules
Answer your clients' passive loss and at-risk rules questions: What deductions are allowed, disallowed, or suspended? What are the calculation steps?
$54 -
Practice Issues — Compilation and Review Update Module I
Get an up-to-date 8-hour auditing course to help fulfill your A&A requirement. Get the latest changes made to compilation and review standards. (8...
$109 -
Practice Issues — Compilation and Review Update Module II
Get an up-to-date 12-hour auditing course to help fulfill your A&A requirement. Get the latest changes made to compilation and review standards. (...
$164 -
Practice Issues — Compilation and Review Update Modules I and II
Get 20 hours of A&A CPE in one course. (20 Auditing hours for CPAs)
$219 -
Retirement Plans
Integrate federal taxation with effective retirement planning to boost your clients' retirement income.
$77 -
Tax-Basis Financial Statements and Other Special Purpose Framework
Author: Steven C. Fustolo, CPA Electronic version only The objective of this course is to discuss the general rules and applications used in the pre...
$138