CPA Trendlines Academy is a professional education partnership between CPA Trendlines.com (content provider) and The CPA Trendlines Academy (the hosting platform ). The CPA Trendlines Academy is published, managed and maintained by Thomas Kothman, senior business development advisor to CPA Trendlines. The cooperative effort provides an active extension of The CPA Trendlines Streaming Network, its contributors, authors, podcasters and industry influentials. Our goal is to provide the highest quality CPE to the tax, accounting and financial community. In addition, through the cutting-edge actionable content provided daily through the streaming network, we aim to offer insight and transformative direction to the heart of the professional market.
How to Make Your Company "Deal-Ready" with Kristin Zhivago
Kristin Zhivago, President of Zhivago Partners, a revenue growth services company, shares insights honed through hundreds of revenue growth consulting assignments with big and small firms on building revenue growth and prepare for selling, merging, PE investors simply getting ready to retire.
On Demand $149. 1 hour Presentation and 2 Bonus PDF Guides.
Get ready to tackle the 2025 tax season with confidence! This course is your ultimate tune-up for preparing 2025 returns in 2026. Tax laws and IRS procedures have shifted significantly—are you prepared? We’ll break down the latest legislation, IRS updates, and critical form changes that could impact your clients and your workflow.
From OBBBA provisions to green energy credit expirations, this course ensures you’re operating at peak efficiency as tax season kicks in. Don’t risk costly mistakes or missed opportunities—join us and stay ahead of the curve. Whether you handle individual or business returns, this program equips you with actionable insights and practical strategies to navigate complex changes with ease
2 hours NASBA Tax
2 hours Federal Tax Law Updates for EAs and OTRPs
IRS CE # IVYPC-U-00006-26-O
The IRS isn’t making life easy for partnership tax preparers. On the 2025 Form 1065 and Schedule K-1, the agency has ramped up its demands for detailed disclosures—and changed the rules yet again. Are you ready to navigate these new complexities?
This course dives deep into the latest IRS requirements, including tax basis capital account reporting, tiered partnership disclosures, and built-in gains tracking. We’ll show you what the IRS wants, why it matters, and how to comply without losing your mind. If you prepare partnership returns, this session is your roadmap to avoiding costly mistakes and staying ahead of the compliance curve. .
Topics Covered
• Capital accounts – Tax basis reporting tweaked again
• 2025 Form 1065 Schedule K-1 – Reporting requirements
• Disregarded entity partners – Disclosures, depth of implications
• 3-year average annual gross receipts test – 5 places it matters
• Basis in partner’s partnership interest – Timing, timing, timing, timing
• Disguised sales – Form 1065 question re: partner disclosure
• §704(c) Built-in gains and loss – New “as-you-go” info required
• Aggregation of at-risk activities – Disclosures with sticky implications
• Grouping of passive activities – Disclosure and detail required
• Changes to forms highlighted
Learning Objectives
• Identify the adventure IRS throws in front of any preparer of Form 1065, Schedule K-1
• Identify new opportunities and challenges affected by OBBB Act
• Identify the plethora of K-1 info required (built-in gains lying in wait, disregarded entity partners, new tiered partnership reporting and more)
• Identify tax basis capital account reporting – What must be computed and disclosed (and by when)
• Identify the basic computation for a partner’s capital account
Level Update
Instructional Method Group: Internet-based
NASBA Field of Study Taxes (2 hours)
Program Prerequisites Basic understanding of tax preparation.
Advance Preparation None
2 hours IRS CE # IVYPC-T-00007-26-O