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Explorechevron_rightAccounting & Tax

Develop your Professional Designation in Accounting & Tax

These Accounting & Tax courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Featured Accounting & Tax Packages

Curated sets to complete your hours faster. All packages are included in Unlimited Pass
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CERTIFICATE: Claude for CPAs
book
5 courses
4.9
(414)
10.5 CPD hours
US$149US$199
Package
PACKAGE: Budgeting & Forecasting for CPAs (2026)
book
7 courses
4.9
(746)
20 CPD hours
US$149US$199
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2026 PACKAGE: Tax Update
book
5 courses
4.9
(127)
20 CPD hours
US$149US$199

Upcoming Webinars

Ashley Karr
Ashley Karr
Live Webinar
Audit & Assurance: Fraud
The Cost of Convenience Series: Credit Fraud, Synthetic Identity, and Financial Record Manipulation
Date & Time: September 8, 2026 @ 12:00 pm - 1:00 pm EST + 15 min Q&A
todayTue, Sep 8
schedule12 PM, EDT
1 CPD hour
CA$39CA$99

Value Bundles

Bite-sized learning bundles to earn hours faster. All bundles are included in Unlimited Pass.
Bundle
Claude Primer for CPAs
book
2 courses
4.9
(191)
5 CPD hours
US$99US$199

Professional Accounting & Tax Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Claude Fundamentals for Accountants (2026 Update)
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

Claude Fundamentals for Accountants (2026 Update)

Stop thinking chatbot and start building an integrated AI operating system for your accounting practice.

CA$143-33%CA$215
2.5 CPD hours
Garrett Wasny
5.0
(180)
Published at Jun 10, 2026
Updated at Jun 10, 2026
Claude Cowork in Practice: Advanced Workflows for Accountants
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

Claude Cowork in Practice: Advanced Workflows for Accountants

Stop just chatting with AI—learn to build, automate, and stress-test board-ready financial workflows.

CA$140-35%CA$215
2.5 CPD hours
Garrett Wasny
5.0
(87)
Published at Apr 28, 2026
Updated at Apr 28, 2026
AI for Advanced Accounting Research
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Technology for Accountants

AI for Advanced Accounting Research

Stop Googling and start automating: How to build an expert-grade research engine that saves weeks of manual work.

CA$82-15%CA$97
2.5 CPD hours
Garrett Wasny
5.0
(5)
Published at Apr 7, 2026
Updated at Apr 7, 2026
Keeping Up with the Tax Code: Quarterly Federal Tax Update for Individuals – Q1 2026
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Income Tax

Keeping Up with the Tax Code: Quarterly Federal Tax Update for Individuals – Q1 2026

Navigate the 'One Big Beautiful Bill' Act, new deductions, and critical compliance changes for the 2026 tax season.

US$160-24%US$210
5.5 CPD hours
David Peters
5.0
(5)
Published at May 21, 2026
Updated at May 21, 2026
LearnFormula Business

Upgrade to Team License

Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

  • A subscription-based online learning platform with access to 1700+ courses
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Request a demo
LearnFormula Business
Understanding S-Corporation Taxation: Compensation Issues & Entity Level Taxes
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Corporate Tax

Understanding S-Corporation Taxation: Compensation Issues & Entity Level Taxes

Master the nuances of reasonable compensation, fringe benefit add-backs, and entity-level tax elections to protect your clients.

US$76-24%US$100
2 CPD hours
David Peters
5.0
(2)
Published at Apr 22, 2026
Updated at Apr 22, 2026
Lifecycle Financial Planning: Getting Money to Small Business Owners
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Corporate Tax

Lifecycle Financial Planning: Getting Money to Small Business Owners

Stop overpaying the IRS: Master the tax-efficient strategies for extracting cash from your C-Corp, S-Corp, or Partnership.

US$76-24%US$100
2 CPD hours
David Peters
5.0
(1)
Published at May 25, 2026
Updated at May 25, 2026
Keeping Up with the Tax Code: Quarterly Federal Tax Update for Businesses – Q4 2025
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

Keeping Up with the Tax Code: Quarterly Federal Tax Update for Businesses – Q4 2025

Navigate the One Big Beautiful Bill Act, new depreciation rules, and critical compliance changes for the 2025 filing season.

US$161-20%US$200
5.5 CPD hours
David Peters
5.0
(3)
Published at May 21, 2026
Updated at May 21, 2026
ESG Reporting: From Compliance to Credibility
Video Course
workspace_premiumBest Instructor
Finance: Environmental, Social, and Governance (ESG)

ESG Reporting: From Compliance to Credibility

Master the frameworks, metrics, and governance strategies to build authentic sustainability and avoid the greenwashing trap.

CA$60-28%CA$83
1 CPD hour
Ross Maynard
5.0
(2)
Published at Aug 2, 2026
Updated at Jul 21, 2026
Exploring Client Advisory Services: Working with Foreign Contractors
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: Working with Foreign Contractors

Avoid costly misclassification penalties and navigate the complex tax rules for international workers.

US$61-18%US$74
1 CPD hour
David Peters
5.0
(1)
Published at May 26, 2026
Updated at May 26, 2026
Lifecycle Financial Planning: Estate Planning - Form 1041 Basics
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Estate Taxation

Lifecycle Financial Planning: Estate Planning - Form 1041 Basics

Master the essential income tax return for estates and trusts to minimize tax liability for your clients.

US$62-19%US$77
1 CPD hour
David Peters
5.0
(1)
Published at May 19, 2026
Updated at May 19, 2026