Basics & Beyond attendee library

CPE Resources - 2025

Browse the tax references, forms, agency guidance, and supporting materials discussed in Basics & Beyond webinars and seminars.

2026 Resources 2025 Resources 2024 Resources

76: resource entries
1045: source links
9: collections

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Browse by month or seminar collection, or search the titles and source descriptions. Public references open at their original authoritative source. Session files remain clearly labeled and are available through the protected attendee account.

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76 of 76 resource entries shown

2025 collection

Session Files (Custom Links)

1 entry

2025Session files and attendee tools12 links

2025 collection

May 2025

6 entries

May 7, 2025Calculating DSUE and Gift Taxes on Form 706 (Webinar)13 links

May 8, 2025Related Party Transactions (Webinar)12 links

May 14, 2025Divorce and its Various Tax Implications (Webinar)25 links

May 16, 2025Reporting Excess Gift Taxes on Form 709 (Webinar)4 links

May 22, 2025Secure Act 1.0 & 2.0 Hot Topics: Part 1 (Webinar)10 links

May 27, 2025How the IRS Reconstructs Income in Tax Fraud Cases (Webinar)11 links

2025 collection

June 2025

9 entries

June 3, 2025Casualty & Theft #1 - Intro (Individual Losses) (Webinar)12 links

June 5, 2025Casualty & Theft #2 - Intro (Business Losses) (Webinar)9 links

June 10, 2025Casualty & Theft #3 - Individual Case Studies (Webinar)2 links

June 11, 2025Casualty & Theft #4 - Business Case Studies (Webinar)10 links

June 17, 2025Casualty & Theft #5 - Odds & Ends (Webinar)9 links

June 19, 2025Form 1099-MISC and 1099-NEC for 2025 (Webinar)15 links

June 24, 2025Ethics: Part 1 (Webinar)18 links

June 24, 2025Ethics: Part 2 (Webinar)6 links

June 26, 2025Quarterly Tax Update 2025: Part 1 (Webinar)10 links

2025 collection

July 2025

9 entries

July 8, 2025Ministers/Amish/Mennonite Tax Issues25 links

July 10, 2025The Big Beautiful Bill: What Tax Pros Need to Know Now (Webinar)22 links

July 15, 2025S-Corporation Basis and Form 7203 (Webinar)7 links

July 17, 2025Update on Marijuana Tax Issues24 links

July 22, 2025Form 706 / 709 Unlock - Estate Planning and Portability (Webinar)15 links

July 24, 2025Charitable Contributions Compliance (Webinar)12 links

July 29, 2025Ethics: Part 3 (Webinar)8 links

July 29, 2025Ethics: Part 4 (Webinar)17 links

July 30, 2025Employee vs. Independent Contractor - Strategies to Get It Right & Avoid Penalties (Webinar)16 links

2025 collection

August 2025

10 entries

August 6, 2025Estates & Trusts (Webinar)7 links

August 7, 2025Ethics Part 1 (Webinar)18 links

August 7, 2025Ethics Part 2 (Webinar)6 links

August 12, 2025There is a Form for That (Webinar)24 links

August 13, 2025Tax-exempt Organizations (Webinar)10 links

August 14, 2025IRS “B” and “C” Notices (Webinar)12 links

August 19, 2025Impact on Expiring Tax Provisions – TCJA (Webinar)11 links

August 21, 2025Quarterly Tax Update 2025: Part 2 (Webinar)9 links

August 26, 2025Farm Rentals (Webinar)7 links

August 27, 2025Residential Complications (Webinar)10 links

2025 collection

September 2025

12 entries

September 2, 2025IRS Streamlined Procedures & Nonwillful Certification (Webinar)15 links

September 3, 2025Tax Research Strategies (Webinar)10 links

September 9, 2025Amended vs Superseded Returns (Webinar)20 links

September 11, 2025Employment Taxes & Trust Fund Recovery Penalty (Webinar)6 links

September 17, 19, 23, 25 & October 1, 2025[Seminar] Fall Topical Income Tax Update30 links

Part 1 - TCJA Updates & OBBBA Changes14 links

Part 2 - Centralized Partnership Audit Regime13 links

Part 3 - Required Minimum Distributions & Penalty Updates21 links

Part 4 - Estates & Gift Tax Updates10 links

Part 5 - Pass-Through Entity Taxes & 2025 Updates5 links

Part 6 - Ethics21 links

Part 7 - Online Account Setup Basics & Ask the Expert22 links

2025 collection

October 2025

9 entries

October 1, 2025[Seminar] Fall Topical Income Tax Update (see September group)Materials pending

Materials will be added after this session is presented.

October 7, 2025Ethics: Part 3 (Webinar)8 links

October 7, 2025Ethics: Part 4 (Webinar)17 links

October 9, 2025Charitable Gifting (Webinar)7 links

October 15, 2025IRS Collection Due Process Procedures (Webinar)11 links

October 21, 2025From Summonses to International Evidence Gathering Techniques - How the IRS Gathers Evidence (Webinar)7 links

October 22, 2025Form 1041 Compliance Review and Planning: Part 1 (Webinar)31 links

October 28, 2025Form 1041 Compliance Review and Planning: Part 2 (Webinar)20 links

October 30, 2025Turning Theory into Practice - Estates and Trusts (Webinar)11 links

2025 collection

November 2025

8 entries

November 4, 2025When to Consider Audit Reconsideration? (Webinar)9 links

November 6, 2025Secure Act 1.0 & 2.0 Hot Topics: Part 2 (Webinar)18 links

November 11, 2025Ethics: Part 1 (Webinar)18 links

November 11, 2025Ethics: Part 2 (Webinar)7 links

November 12, 2025Tax Issues surrounding Sale of Fixed Assets (Webinar)12 links

November 13, 2025Is that Worker an Employee? Q&A on Worker Classification (Webinar)13 links

November 18, 2025Quarterly Tax Update: Part 3 (Webinar)16 links

November 20, 2025Fraud Technical Advisors: An End-Run Around the Case of Tweel? (Webinar)9 links

2025 collection

December 2025

12 entries

December 2, 5, 9, 10, 12, 2025[Seminar] Year-End Federal Tax Update36 links

Part 1 - OB3: Federal Tax Law Updates and Adjustments for Individuals and Businesses21 links

Part 2 - Form 706, Portability, and Retirement Planning20 links

Part 3 - QBI Deduction, Business Strategies, and Depreciation Updates16 links

Part 4 - AI & Automation Best Practices18 links

Part 5 - Preparing for the 2026 Filing Season: Using Schedule 1-A12 links

Part 6 - Ethics & the Offer in Compromise11 links

Part 7 - Year-End Summary & Ask the Expert1 links

2025 Year-End Summary Podcast15-min podcast that was AI generated to give a complete summary of the 2025 Year-End seminar sections and key takeaways for the 2026 filing season - (Slide 12drive.google.com

December 16, 2025Quarterly Tax Update: Part 4 (Webinar)29 links

December 17, 2025Business Energy Incentives Update (Webinar)17 links

December 18, 2025Ethics: Part 3 (Webinar)8 links

December 18, 2025Ethics: Part 4 (Webinar)17 links