LF logo
by learnformula
search
LearnFormula BusinessLog in
search
Homechevron_rightAccounting & Taxchevron_rightTax Planning & Compliance

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.

No charge today. Cancel anytime.
Explore Designations
chevron_leftAll DesignationsAccounting & Tax
AccountingBookkeepingCorporate TaxEstate TaxationFinancial AccountingFinancial Reporting & StatementsForensic AccountingIFRSIncome TaxInternational TaxIRS: Federal Tax Law UpdateIRS: Federal Tax Related MattersManagement AccountingNASBA - AccountingNASBA - Governmental AccountingNASBA - Specialized KnowledgeNASBA - TaxesNot-For-Profit AccountingPartnership Accounting & TaxPayroll AccountingReal Estate TaxSkills for AccountantsSoft Skills for AccountantsTax Planning & ComplianceTechnology for Accountants
Popular
Association
Format
Rating
Duration
Language
Level

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
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
  • Organize training on our LMS-platform
  • Flexible payment according to your preferences
Request a demo
LearnFormula Business
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
Tax Preparation 2025-2026-Introduction & Excel Tax Formula
Video Course
Accounting & Tax: Tax Planning & Compliance

Tax Preparation 2025-2026-Introduction & Excel Tax Formula

Learn U.S. federal income tax through three connected lenses — the tax formula, the Form 1040 and schedules, and tax software.

CA$169-20%CA$211
6.5 CPD hours
Robert Steele
Published at May 10, 2026
Updated at May 2, 2026
Exploring Client Advisory Services: Engagement Letters & Preparer Liability
Video Course
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: Engagement Letters & Preparer Liability

Master Circular 230 compliance and engagement letter best practices to protect your practice from penalties and professional liability.

US$62-19%US$77
1 CPD hour
David Peters
Published at May 15, 2026
Updated at May 15, 2026