top of page





Thank you for your business!

Click Below on Access to my

Tax Seminar Videos & Related Materials. 

I appreciate you!

NOTE:  No CPE can be earned by re-watching any of the seminars.


2023 Tax Season Boot Camp

  • 3 1/2 Hour Seminar Video

  • 270 Page PowerPoint pdf

  • Form 1040 Tax Planning

  • Self Employed Tax Issues

  • S-Corp & Partnership Issues

  • Schedule K-2 & K-3 Latest

  • 2022 & 2023 Latest Tax

  • Tax Season Planning

  • Inflation Reduction Act

  • Secure Act 2.0

  • IRS Developments

  • More listed below

Vienna International Center

Discuss what we need to focus on with individual tax issues, cover the latest IRS developments, Inflation Reduction Act, Secure Act 2.0, self-employed tax credits, what’s new in 2022 and 2023 compared to 2021, IRS tax pro accounts, recent Tax Court cases on individual tax issues, latest on Schedule K-2 & K-3, new Form 1099-K tax issues, anticipated future IRS enforcement, anticipated IRS audit targeted issues, Form 7203 issues for S-Corp owners, tax basis considerations, controlling excess business losses, strategy for NOLs, depreciation considerations, PPP loan forgiveness lingering issues properly accounting for tax-exempt stimulus income, the net investment tax and tax season planning.

Read More

How to Prepare 941-X for ERTC Purposes 

  • 30 Minute Overview 941-X

  • 35 Page PowerPoint pdf

  • 1 Hour 941-X Example Tutorial

  • Example Worksheets

  • 40 Minute 941-X Example

  • Example Worksheets

  • Links to All Forms

Business Meeting

Overview of current payroll tax forms related to ERTC (Forms 7200, 941 & 941-X). Step by step how to complete Form 941-X for ERTC purposes. Step by step how to complete Worksheets 2 & 4 for Form 941-X. Overview of items to complete on Form 941-X. NOTE:  On ERTC materials page you will find 941-X instructions highlighted for the areas that apply to ERTC. Review actual full example of preparing Form 941-X with step-by-step tutorial accompanied with the worksheets and Forms used.

Read More

ERTC: Complete 

  • 3 Hour Seminar Video

  • 230 Page PowerPoint pdf

  • How to get ERTC A-Z

  • Step by Step to Get ERTC

  • How to Prepare 941-X

  • Excel Worksheets to Calculate

  • Examples

  • Flowcharts

  • Links to All IRS Notices

  • Links to All IRS Forms

Dollar Bill in Jar

This will cover the latest developments of the ERTC, how to prepare Form 941-X as well as provide a guide to how to determine when an employer qualifies, what wages are included in the credit, step-by-step how to calculate the ERTC, how to go back to claim the ERTC, contingency fees, overview of the the 3 IRS Tax Notices & IRS Rev. Proc. released this year on the ERTC, aggregation rules, maximizing 100% PPP Loan Forgiveness with ERTC, related tax forms and properly reporting ERTC for tax purposes, as well as the timing of reporting. When do wages for business owners, spouses and family qualify for ERTC. Gross receipts test examples for 2020 and 2021. ERTC aggregation rule. Employer size calculation for 2020 and 2021. How ERTC qualified wages includes employer paid health insurance. Calculation examples of qualified wages plus employer paid health insurance. Overview of current payroll tax forms related to ERTC (Forms 7200, 941 & 941-X). Step by step how to complete Form 941-X for ERTC purposes.

Read More
bottom of page