AVAILABLE SESSIONS
TOPICS WE TEACH
P- Future Tax Management:
TUESDAYS
Live Weekly
Expert Tax Management Sessions
- Don’t let a trained monkey prepare your tax return.
- Pay lower current and future taxes.
- Taxes from all sources consume over 50% of your lifetime wealth and income.
- Income tax. Payroll tax. Sales tax. Property tax. Gas tax. All crushing your budget. Get LIVE help from more-evolved CPAs
- The best way to reduce tax debt is to plan and manage future tax expense.
- How to Prepare and File Your Income Taxes for Free.
- How to Reduce Your Self-Employed Income Taxes.
E- Budget:
WEDNESDAYS
Live Weekly
Expert Budget Management Sessions
- Need a budget alternative to Mint™? Get LIVE help in group or one-on-one sessions from former Mint CPA budget coaches.
- Inflation and higher prices destroying your spending plan?
- How to Deal with Credit Cards and Credit Card Debt
- Should You Buy or Rent a Home? The correct answer for you might surprise you!
- Your Bank Account and Excel can Replace Mint
- Ten Tips to Avoid Stupid Investment Decisions
- Use the CRD Method to Manage Your Expenses: Committed; Required, Desired
- How to Shop at the Grocery Store
- How to Buy Home and Auto Insurance
- How to Reduce Your Cable and Internet Costs
- How to Prepare and File Your Income Taxes for Free
- How to Reduce Your Taxes
- Get IRS Debt Reduced with a Good Budget
- Pay the IRS Nothing with a Good Budget
- Learn about the 3 types of Savings: Emergency Savings, Big Ticket Savings, and Retirement Savings
- Learn about the 3 Types of Spending: Necessary and Fixed; Necessary and Variable; Discretionary
N- Tax Debt:
THURSDAYS
Live Weekly
Expert Tax Management Sessions
What do managing the IRS and managing your personal spending budget have in common? budgeting, taxes, and
- How to Prepare and File Your Income Taxes for Free
- How to Reduce Your Taxes (edited)
- Get IRS Debt Reduced with a Good Budget
- Pay the IRS Nothing with a Good Budget
- See How a Good Budget Can Eliminate Tax Debt Payments
PAST WEBINARS
CONTACT US IF YOU ARE INTERESTED IN SIMILAR SESSIONS
CURRENT TAXES - TUESDAY
updated 5.2023
Agents, Consultants and other Professionals: Five Tips to Minimize Tax Expense
White Collar Professionals: Five Tips to Minimize Tax Expense
Instructor: Jared Smout
10:00 AM - CST - TUESDAY
Course Description: You are a professional. And as business model your most significant “startup” cost was your investment in education and training. Now you get to work hard and reap the benefits. But at tax time, you get hurt the most. Your operating costs are lower than those who work labor in the “fields”. Learn the unique and great things you can do to not only minimize your current year taxes, but take advantage of the tax law to help you create long term wealth for you and your family.
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Taxes for the White Collar Professionals
Start Time:
10:00 AM CST TUESDAYS
Collection Statute Expiration, Time is Your Friend (ON HOLD-Message Us if you are interested in this Session)
Instructor: Kelly Coughlin
(ON HOLD-Message Us if you are interested in this Session)
Course Description: You know that feeling of IRS threats making you feel you are one step away from financial jail? If you weren’t aware that a good CPA tax expert can help you put IRS or state tax collectors in If you have tax debt, there are times when you can actually use the calendar to help you get
Session Type: Webinar+ Open Office
Audience: Business and Individual
Topic: Collections
Start Time: (ON HOLD-Message Us if you are interested in this Session)
Monitor Your Tax Transcript. No More Surprises in the Mail
Instructor: Sharon Morgan
12:00 PM - CST - TUESDAY
Course Description: Not sure which is worse: Getting that letter or notice in the mail about taxes owed or having your banker or lender telling you we got a problem. Get the insight from a CPA whose business is all about tax transcripts. Knowing what you don’t now know will help you sleep better.
Session Type: Webinar + Open Office
Audience: Business & Individual
Topic: Tax Transcript
Start Time: 12:00 PM CST TUESDAYS
Dealing with IRS and State Tax Notices and Letter
Instructor: John Shantz
5:00 PM - CST - TUESDAY
Course Description: Not sure which is worse: Getting that letter or notice in the mail about taxes owed or having your banker or lender telling you we got a problem. Get the insight from a CPA whose business is all about tax transcripts. Knowing what you don’t now know will help you sleep better.
Session Type: Webinar + Open Office
Audience: Business & Individual
Topic: Tax Transcript
Start Time: 12:00 PM CST TUESDAYS
Migration from High-Tax to Low-Tax States: The Right Way
Instructor: Kelly Coughlin
(ON HOLD-Message Us if you are interested in this Session)
Course Description: If you live in New York, New Jersey, Massachusetts, Illinois, Minnesota or California, you pay a lifetime premium tax of about 20% on your life-time income. This results in a tax that could fund your retirement. While these state Governors' will try everything in their power to stop this, we use tax, accounting and business strategy to help you get it done. The Governors aren't happy, but we are here to make you happy. This is an ongoing session you NEED to attend!
Session Type: Webinar+ Open Office
Audience: Individual
Topic: Crypto Trading and Mining
Start Time: (ON HOLD-Message Us if you are interested in this Session)
Get QuickBooks Ready for Tax Filing
Instructor: Adam Neeley
8:00 PM - CST - TUESDAY
Course Description: You are ahead of most small business owners, you use QuickBooks. Excellent. Now, what do you need to do to get your QuickBooks records ready for your tax return. Learn the three critical steps that will make both you and your tax accountant smile. Session lead by one of the most interesting tax experts in the country. He has skills you would never expect from a tax accountant.
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: QuickBooks
Start Time: 8:00 PM CST TUESDAYS
CURRENT TAXES - WEDNESDAY
updated 5.2023
Business Strategy, Tax, Accounting and Risk Hot Topic of the Week
Instructor: Kelly Coughlin
12:00 PM - CST - WEDNESDAY
Course Description: Business Strategy, Tax, Accounting and Risk Hot Topic of the Week
Session Type: Webinar + Open Office
Audience: Individuals and Pro Associates
Topic: Offer in Compromise
Start Time: 12:00 PM CST WEDNESDAYS
Taxes for the Self-Employed: Ten Tips to Minimize Tax Expense
Instructor: Kelly Coughlin
1:00 PM - CST - WEDNESDAY
Course Description: If you really want to know how onerous the tax laws are on US citizens look at how they treat the selfemployed business owner. Who pays the most taxes? Self-employed business owner. Who has the greatest unpaid tax debt? Self-employed business owner. Who needs to attend this session every week? Selfemployed business owner. See you there.
Session Type: Webinar+ Open Office
Audience: Business and Individual
Topic: Taxes for the Self-Employed
Start Time: 1:00 PM CST WEDNESDAYS
Filing Your Tax Return: Dealing with Rental Properties and Schedule E
Instructor: John Schantz
2:00 PM - CST - WEDNESDAY
Course Description: If you are a real estate investor, you are already familiar with the many tax benefits of real estate investing. If you are not YET a real estate investor, you can learn about why you could or should be. Learn from one of the best in the business who not only knows the tax business…but knows the home building business.
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Rental Properties and Schedule E
Start Time: 3:00 PM CST MONDAYS
Dealing with Liens, Levies and Wage Garnishments
Instructor: Vincent Lloyd
3:00 PM - CST - WEDNESDAY
Course Description: Tax collectors have three tools they can use to collect tax debt. While they threaten to use all of them, frequently they are useless tools. But then again, more frequently they are very effective weapons that can ruin your day. Learn the tips and tricks to prevent these tools from ruining your day.
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Tax Debt
Start Time: 3:00 PM CST WEDNESDAYS
Incubate Your Side-Gig Passion: The ONLY Tax Strategy for Highly Compensated W2 Employees -
Instructor: Kelly Coughlin
(ON HOLD-Message Us if you are interested in this Session)
Course Description: Tax time is the time you ask yourself, is there any tax deduction remaining for me? Well, heck yes, there is...and it might be imbedded in that passion you have for art, music, travel, sports...you know, the thing you would love to do to make money, if you didn't have to do the job you have now...to make money. This is an ongoing session you NEED to attend!
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Tax Debt
Start Time: (ON HOLD-Message Us if you are interested in this Session)
File Your Own Tax Return: Learn to Do It Yourself, $15 per session
Instructor: Kelly Coughlin
(ON HOLD-Message Us if you are interested in this Session)
Course Description: Free Tax, TurboTax, H&R Block, Tax Slayer
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Tax Debt
Start Time: (ON HOLD-Message Us if you are interested in this Session)
Converting Equity Compensation to Cash, 5 Rules of Conversion, Wednesday, 8 PM Central – Adam Neeley
Instructor: Adam Neely
8:00 PM - CST- WEDNESDAY
Course Description: Free Tax, TurboTax, H&R Block, Tax Slayer
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Tax Debt
Start Time: 8:00 PM CST WEDNESDAYS
CURRENT TAXES - THURSDAY
updated 5.2023
Everything You Need to Know Before You Set Up and Payment Plan/Installment Agreement
Instructor: Jared Smout
7:00 PM - CST - THURSDAY
Course Description: Getting started with a payment plan is step one to getting the IRS and state tax collectors off your back. Learn the Kick the Can Down the Road method. It will save you thousands of dollars now, and possibly get your tax debt written down to zero.
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Taxes for the White Collar Professionals
Start Time:
7:00 PM CST THURSDAYS
Blue Collar -Truckers and Trades: Five Tips to Minimize Tax Expense
Instructor: Jared Smout
8:00 PM - CST - THURSDAY
Course Description: You are a professional. You create value with your ideas, words and insights. Unlike those who create value with their labor of “hands”, you create value with your ideas, words and insights. As business model your most significant “startup” cost was your investment in education and training. Now you get to work hard and reap the benefits. But at tax time, you get hurt the most. Your operating costs are lower than those who work with their hands and labor in the “fields”. Learn the unique and great things you can do to not only minimize your current year taxes, but take advantage of the tax law to help you create long term wealth for you and your family.
Session Type: Webinar + Open Office
Audience: Business and Individual
Topic: Taxes for the Blue Collar Trades
Start Time:
8:00 PM CST THURSDAYS
xIf $19.95/mo is keeping you from taking the next step with TaxRx Do-It-Yourself (DIY) program, reach out to pre-purchase help desk One of TaxRx staff will contact you for information needed to see if you qualify for reduced fee options for qualified individuals.
FUTURE SESSIONS
(NOT SCHEDULED YET)
Please contact our Support Desk if you are interested in a session below. We will try to schedule when interest is shown, or a private session may be arranged.
How to Handle Sales Tax Audit
Instructor: TBD
TIME - CST - DAY - TBD
Course Description: Want to know a guaranteed way to never have to pay additional sales tax from a sales tax audit? Don’t have a sales tax audit. Want to know the top five ways to prevent a sales tax audit? And what you need to do to manage that pesky auditor that’s drinking your coffee while looking at your transactions. Well in this session, you will learn the top five sales tax audit triggers. And probably a few more. Also, learn about the best ways to get through your sales tax audit with the least amount of damage possible. And it may not be what you think it is.
Session Type: Open Office
Audience: Business
Topic: Sales Tax Audit
Initial Dates: TBD
Start Time: TBD
Boats and Taxes: 12 Ways You MIGHT Utilize your Boat to Give You Personal and Tax Pleasure (Webinar)
Instructor: Kelly Coughlin
TIME - CST - DAY - TBD
Course Description: Cool technology and the "shared" economy are two forces that enable boat owners to experience more than the "hole in the water, surrounded by wood, into which you pour money" outcome most boat owners are in. Learn about the three categories of boat ownership strategy (Active Business, Passive Business and Personal Use) and the nearly dozen different tactical iterations of how you deploy this asset for personal pleasure or financial enrichment or both! And isn't that the perfect scenario. Note: sailboat and powerboat owners all welcome!!
Session Type: Webinar
Audience: Business & Individual
Topic: Boats and Taxes
Initial Dates: TBD
Start Time: 11:00 AM CST SATURDAYS
Preparing Your Own Tax Return: Tax Slayer, FreeTax USA and TaxHawk (Open Office)
Instructor: Rotates
TIME - CST - DAY - TBD
Course Description: In this session every two weeks a tax expert will cover not only usage of a few of the more popular Do-It-Yourself tax software applications. While Tax Slayer, FreeTaxUSA and TaxHawk are not nearly as popular as Inuit's TurboTax, many taxpayers use them and need some help not only using the software, but minimizing their taxes. This session will increase your expertise with the different software and help ensure you pay the least amount of tax.
Session Type: Open Office
Audience: Individual
Topic: Tax Slayer, FreeTax USA and TaxHawk
Initial Dates: TBD
Start Time: TBD
Filing Your Tax Return: Dealing with those Pesky K1s
Instructor: TBD
TIME - CST - DAY - TBD
Course Description: It’s tax time and you have one of those annoying pesky K1s you are waiting on. Learn about what a K1 is, why it gets created, who produces them, and why does it have to be this way.
It’s tax time.
Session Type: Open Office
Audience: Individual
Topic: Dealing with those Pesky K1s
Initial Dates: TBD
Start Time: TBD
Reducing and Negotiating Interest and Penalties: Yes and No
Instructor: TBD
TIME-CT -DAY-TBD
Eliminating (abating) tax penalties is easier than eliminating interest, so it's often best to focus on that. Taxpayers are entitled to a one-time, no questions asked, penalty abatement, but there is a time and place to NOT use that. Attend this session to learn the tips and tricks on this and learn to do this one yourself. There is often no need to hire an expert to do this one for you and you can get prepared by attending this session.
Session Type: WEBINAR with Q&A at the end
Audience: Taxpayers and Pro Associates
Topic: Interest and Penalties
Initial dates: TBD
Start Time: TBD
Preparing Your Own Tax Return: Tax Slayer, FreeTax USA and TaxHawk (Open Office)
Instructor: Rotate
TIME - CST - DAY - TBD
Course Description: In this session every two weeks a tax expert will cover not only usage of a few of the more popular Do-It-Yourself tax software applications. While Tax Slayer, FreeTaxUSA and TaxHawk are not nearly as popular as Inuit's TurboTax, many taxpayers use them and need some help not only using the software, but minimizing their taxes. This session will increase your expertise with the different software and help ensure you pay the least amount of tax.
Session Type: Open Office
Audience: Individual
Topic: Tax Slayer, FreeTax USA and TaxHawk
Initial Dates: TBD
Start Time: TBD
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