Education Guide

Medical Deductions Deep-Dive: Breaking Down IRS Rules

MSATP

Intermediate-to-advanced deep dive into Schedule A medical expense deductions: what qualifies, the 7.5% AGI threshold, long-term care, insurance premiums, capital medical improvements, reimbursements, travel, and service animals. Self-paced — pass the end-of-course quiz with 70% (unlimited attempts) to earn credit.

Categorizing Workers and the New Overtime and New Independent Contractor Rules for 2026

MSATP

Reviews IRS and Department of Labor rules for categorizing workers, the finalized overtime and independent contractor rules, noncompete guidance, and how to ensure workers are paid and classified correctly. Self-paced — pass the end-of-course quiz with 70% (unlimited attempts) to earn credit.

Protect What You've Built: Cyber Security Best Practices

MSATP

The evolving cybersecurity threat landscape for tax and accounting firms, IRS Written Information Security Plan (WISP) requirements, FTC Safeguards Rule obligations, multi-factor authentication and remote access protocols, and breach response steps. Self-paced — pass the end-of-course quiz with 70% (unlimited attempts) to earn credit.

Tax Strategies for Middle-Income Households Part 1

Jason Dinesen, EA

Actionable planning for middle-income clients under OBBB: income timing and constructive receipt, capital loss harvesting, enhanced energy efficiency credits, expanded 529 uses, HSAs and IRAs, W-4 updates, and AGI threshold/credit optimization. Self-paced — pass the end-of-course quiz with 70% (unlimited attempts) to earn credit.

Maryland CPA Ethics

MSATP

Designed to meet the 4-hour professional ethics CPE requirement for Maryland CPAs. Covers the history and function of ethics, the core values of the CPA profession and their application to ethical reasoning, the Code of Professional Conduct, rules under the Maryland Board of Public Accountancy Regulations, and IRS Circular 230 requirements — with case studies throughout. Self-paced — pass the end-of-course quiz with 70% (unlimited attempts) to earn credit.

Ethics for Enrolled Agents and Maryland Tax Preparers

In today's complex tax environment, understanding your obligations as a practitioner is crucial to maintaining your reputation and your client's trust. This course examines the IRS Office of Professional Responsibility and Circular 230, explores how the IRS enforces Circular 230 and relevant code provisions that affect a tax practitioner's ability to represent clients before the IRS, reviews common Circular 230 violations and how they apply in practice, and analyzes best practices to mitigate risks, ensure compliance, and foster a secure environment for client data. Self-paced — pass the end-of-course quiz with 70% (unlimited attempts) to earn credit.