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Develop your Professional Designation in Tax Planning & Compliance

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

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Featured Tax Planning & Compliance Packages

Curated sets to complete your hours faster. All packages are included in Unlimited Pass
Package
2026 PACKAGE: Tax Update
book
5 courses
4.9
(138)
20 CPD hours
US$149US$199
Package
20-HOUR BUNDLE: CPE Compliance for CPAs
book
7 courses
4.8
(787)
20 CPD hours
US$149US$199

Professional Tax Planning & Compliance Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Lifecycle Financial Planning: Required Minimum Distributions
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Required Minimum Distributions

Stop the confusion and avoid costly penalties with a deep dive into the latest RMD regulations and inherited account strategies.

US$84-27%US$115
2.5 CPD hours
David Peters
5.0
(2)
Published at May 15, 2026
Updated at May 15, 2026
Keeping Up with the Tax Code: Quarterly Federal Tax Update for Businesses – Q4 2025
Video Course
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
Exploring Client Advisory Services: Working with Foreign Contractors
Video Course
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
FATCA & CRS: Tackling 2025 Reporting Hurdles with Confidence
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

FATCA & CRS: Tackling 2025 Reporting Hurdles with Confidence

Navigate the evolving landscape of FATCA & CRS. Gain critical insights to confidently overcome 2025 reporting hurdles and ensure compliance amidst increasing scrutiny and penalties.

CA$72-54%CA$158
1 CPD hour
Knowledge Group
4.9
(9)
Published at Oct 29, 2025
Updated at Oct 28, 2025
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Child Tax Credit and Earned Income Credit – Updated for 2026
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

Child Tax Credit and Earned Income Credit – Updated for 2026

Navigate complex tax credits, avoid costly due diligence penalties, and master the latest IRS compliance rules.

CA$82-32%CA$120
2.5 CPD hours
Lambers Inc.
Published at Jul 5, 2026
Updated at Jul 2, 2026
Exploring Client Advisory Services: Entity Types
Video Course
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: Entity Types

Stop guessing your structure—learn how to balance tax savings, liability protection, and administrative costs for your business.

US$61-13%US$70
1 CPD hour
David Peters
Published at May 25, 2026
Updated at May 25, 2026
Exploring Client Advisory Services: Independent Contractors vs. Employees
Video Course
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: Independent Contractors vs. Employees

Stop guessing and start protecting your business from back taxes, penalties, and IRS audits with clear classification strategies.

US$62-17%US$75
1 CPD hour
David Peters
Published at May 26, 2026
Updated at May 26, 2026
Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority
Video Course
Accounting & Tax: Tax Planning & Compliance

Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority

Stop guessing and start citing: Learn how to navigate conflicting authority and manage your liability as a tax practitioner.

US$84-30%US$120
2.5 CPD hours
David Peters
Published at May 29, 2026
Updated at May 29, 2026
Lifecycle Financial Planning: Dependency
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Dependency

Master the complex dependency rules that impact your clients' tax credits, deductions, and filing status.

US$77-27%US$105
2 CPD hours
David Peters
Published at May 1, 2026
Updated at Apr 30, 2026
Understanding Real Estate Taxation: Rental Activities & Material Participation Rules
Video Course
Accounting & Tax: Tax Planning & Compliance

Understanding Real Estate Taxation: Rental Activities & Material Participation Rules

Stop losing money on rental losses—learn how to navigate material participation and professional status rules.

US$76-24%US$100
2 CPD hours
David Peters
Published at May 1, 2026
Updated at May 1, 2026