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Tax Compliance Courses

You need accuracy to handle challenging tax situations. We provide extensive resources that will give you expert knowledge.

CPE Link - Specialists in Online CPE Training

CPE Link, the leading provider of online CPE training programs, offers a robust web-based CPE curriculum featuring 300 webinars and 225 self-study courses - all geared towards sole practitioners (CPAs and EAs) and smaller firms.

CPE Link, the leading provider of online CPE programs, is committed to offering exceptional professional education to accounting and finance professionals. Because we specialize in web-based training methods, we can offer the absolute easiest way for today's practitioners to meet all their mandatory CPE requirements and keep up with the latest industry changes.

You'll find CPE Link courses covering the essentials for small firms such as Tax Form Preparation & Tax Law Updates, FASB, GAAP, Compilation and Review Updates, Financial Statement Preparation, Excel and QuickBooks, Ethics, Fraud Detection and Prevention, and Technology Hot Topics.

Special Introductory Offer
For a limited time, you can try CPE Link free with a complimentary 2-hour CPE course of your choice. Simply click the button below and register with CPE Link to get started!

CCH Webinars (Live and Recorded Webinars available)

Live interactive sessions hosted by some of the industry's leading experts are designed to keep you up to date on new and emerging topics. Two-hour, half-day and full-day options available. Register Today

Unlimited CCH Webinars Package

With our new CCH Unlimited Webinars package, you have access to over 200 two-hour AND half-day webinars. Use it now to meet your CPE deadline and use it later when it's time to take Tax Update courses. Discover new topics during your downtime, or cram for those complex issues when you're in the trenches.

You'll love the advantage you will have by learning from the top minds in the tax and accounting profession. These programs are "courses" – not brief newsy updates. Our instructors teach not only what the rules are, but what to do about them and how to apply practical solutions to real-world situations.

Check out our upcoming courses and discover timely, practical training on the latest tax, accounting, and auditing issues all year long.

View more half-day or two hour webinars included with this package here.


CCH Learning Center (Self-Study)

The CCH Learning Center offers more than 300 web-based self-study CPE courses on a wide range of topics. Courses may be purchased individually or through annual subscription. Purchase courses individually and get 15% off with coupon code USTP-BXYY9802. Subscription purchases are available through a sales rep. Learn more at www.cchgroup.com/sfslearning


Unlimited CCH Learning Center Package

Get unlimited access to over 350 online self-study CPE courses, ranging in topics from accounting, audit, tax, wealth management and more.

Annual subscription priced at just $399 per user.

View the courses included in this package here.


CCH Learning Center Bundles

Earn up to 20 CPE credits on our new blended learning bundles featuring topical CCH Learning Center self-study CPE courses.

Priced at just $300 per user.

Retirement Planning Self-Study Bundle

This series of Retirement Planning courses provides 20 hours of CPE credit, and is designed to familiarize you with different types of retirement savings vehicles and strategies to optimize after-tax income when planning for retirement.

Retirement Planning Self-Study Bundle includes the following courses:

  • Retirement Planning: Maximizing After-Tax Income
  • Trusts: Income Tax Strategies
  • Retirement Savings for Small Businesses
  • Roth Versus Traditional IRAs
  • Boomer Retirement Strategies
  • Designated Roth Accounts
  • Roth IRAs
  • Retirement Plan Rollovers, Conversions, and Distributions
  • Advanced Roth Strategies for Today’s Wealth Management Landscape
  • Understanding Social Security, Medicare and Medicaid: Advising on Critical Issues

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Estate and Gift Taxation Self-Study Bundle

This series of Estate and Gift Taxation courses provides 20 hours of CPE credit, and is designed to familiarize you with tax planning for clients with small and mid-sized estates, as well as fundamentals of asset protection, gifting as a tax strategy and individual investment strategies.

Estate and Gift Taxation Self-Study Bundle includes the following courses:

  • Planning for Clients with Small and Mid-Sized Estates
  • Net Investment Income Tax for Trusts and Estates
  • Income in Respect of a Decedent
  • Trusts: Income Tax Strategies
  • Gifting as a Tax Strategy
  • Asset Protection Planning: Tax Considerations
  • Asset Protection and Risk Management for Individuals and Business
  • Wealth Building Under Changing Tax Laws
  • Exchange Traded Funds (ETFs): Financial Features and Tax Implications
  • Roth IRAs

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Sales and Use Taxes Self-Study Bundle

This series of Sales and Use Tax courses provides 20 hours of CPE credit, and is designed to familiarize you with the basic concepts of sales and use tax, including compliance and administration issues. Fundamentals of auditing sales and use taxes, nexus and industry-specific issues are covered.

Sales and Use Taxes Self-Study Bundle includes the following courses:

  • Understanding and Measuring Sales Tax
  • Tax Base
  • Compliance Issues
  • Pre-Audit Strategies and Opportunities
  • Conducting the Sales and Use Tax Audit
  • Post-Audit Strategies
  • Nexus
  • Sales and Use Taxes: Construction Contractors
  • Sales and Use Taxes: Manufacturers
  • Sales and Use Taxes: Electronic Sales Tax Issues
  • Sales and Use Taxes: Treatment of Services
  • Multistate Corporate Income Taxation: Basic Principles

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Multistate Corporate Income Taxation Self-Study Bundle

This series of Multistate Corporate Income Taxation courses provides 20 hours of CPE credit, and an understanding of the basic principles of state income taxation, including apportionment, unitary reporting, and nexus. State tax implications resulting from pass-through entities are also covered.

Multistate Corporate Income Taxation Self-Study Bundle includes the following courses:

  • Multistate Corporate Income Taxation: Basic Principles
  • Multistate Corporate Income Taxation: Income and Franchise Tax Nexus
  • Multistate Corporate Income Taxation: Sales Factor
  • Multistate Corporate Income Taxation: Advanced Concepts
  • Multistate Corporate Income Taxation: State Treatment of Net Operating Losses
  • Multistate Corporate Income Taxation: Combined Unitary Reporting
  • Multistate Corporate Income Taxation: Federal Tax Base Modifications
  • Multistate Corporate Income Taxation: Partnerships
  • Multistate Corporate Income Taxation: S Corporations and LLCs
  • Multistate Corporate Income Taxation: Non-U.S. Corporation Nexus
  • Athletes and Entertainers - Multistate Tax Issues
  • Sales and Use Taxes: Nexus

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Form 706 & 709 Preparation and Planning Self-Study Bundle

This series of Form 706 & 709 Preparation and Planning courses provides 20 hours of CPE credits, and introduces estate and gift tax return preparation. A thorough understanding of how to complete related schedules is also provided.

Form 706 & 709 Preparation and Planning Self-Study Bundle includes the following courses:

  • 706 Preparation and Planning 1: Tax Fundamentals
  • 706 Preparation and Planning 2: Property of the Decedent
  • 706 Preparation and Planning 3: Deductions of the Estate
  • 706 Preparation and Planning 4: Other Deductions and Credits for the Estate
  • 706 Preparation and Planning: Special Situations and Completing the Return
  • 709 Preparation and Planning: Completing the Gift Tax Return
  • Trusts: Income Tax Strategies

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U.S. International Taxation Self-Study Bundle

This series of U.S. International Taxation courses provides 20 hours of CPE credits, and covers taxation of international income, transfer pricing and jurisdictional issues. Included courses also cover foreign currency transactions, FATCA, and reporting foreign assets and accounts.

U.S. International Taxation Self-Study Bundle includes the following courses:

  • U.S. International Taxation: Tax Jurisdiction
  • U.S. International Taxation: Sourcing of Income
  • U.S. International Taxation: Transfer Pricing
  • U.S. International Taxation: Passive Foreign Investment Companies
  • U.S. International Taxation: Foreign Currency Translation and Transactions
  • FATCA: New Rules for International Discolusre and Account Reporting
  • Reporting Foreign Assets and Accounts

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Pass-Through Entities Self-Study Bundle

This series of Pass-Through Entities courses provides 20 hours of CPE credit, and an overview of the formation and operation of both partnerships and S corporations. These courses also cover how income is reported, partnership distributions and ownership changes, shareholder impact, and liquidation.

Pass-Through Entities Self-Study Bundle includes the following courses:

  • Partnership Tax 1: Classification and Characteristics
  • Partnership Tax 2: Formation and Operation
  • Partnership Tax 3: Distributions and Ownership Changes
  • S Corporations: Formation and Liquidation
  • S Corporations 1: Requirements
  • S Corporations 2: Operations

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Form 1041 Preparation and Planning Self-Study Bundle

This series of Form 1041 Preparation and Planning courses provides 21 hours of CPE credit, and instruction on preparing Form 1041, including Schedules A, B, G, D, and K-1. The courses also familiarize you with tax planning for trusts and estates, and determining estimated taxes.

Form 1041 Preparation and Planning Self-Study Bundle includes the following courses:

  • 1041 Preparation and Planning 1: Tax Fundamentals for Trusts and Estates
  • 1041 Preparation and Planning 2: Income and Deductions
  • 1041 Preparation and Planning 3: Tax Computations and Completing the Return
  • 1041 Preparation and Planning 4: Schedule K-1
  • 1041 Preparation and Planning 5: Special Situations

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Tax Basics Library

The Tax Basics Library is a series of courses developed to introduce federal taxation to new tax and accounting professionals. Each course takes one aspect of federal taxation, divides it into key concepts, and concisely explains those concepts. This easy to use library provides new hires and non-certified tax professionals easy-to-use online tutorials to help them with difficult concepts or test them on their knowledge.

The courses are designed with web learning in mind. Learners can navigate through them independently—at their own pace and when they have the time. Each course provides examples, observations, and study questions to help learners further develop their knowledge. Each course also includes helpful tools, such as a glossary of terms, a detailed table of contents for easy navigation, and a link to the course pdf that can be printed for offline reading.

Each Tax Basics course covers the most important concepts relating to specific principles or topics. Online learning features capture learner attention and "Study Questions" are introduced throughout to aid comprehension. At the end of each course, a final exam is presented to test and validate the learner's understanding of concepts covered.

To help learners' further research the topics covered in this series, links from cited documents (e.g., Code and Regulation sections, IRS releases and publications, cases, etc.) to the full text of such documents are provided. Learners must be a subscriber to CCH® IntelliConnect to take advantage of this powerful content integration functionality.

Courses Included


  • Tax Basics: Alternative Minimum Tax
  • Tax Basics: Business Deductions
  • Tax Basics: Deductions for Losses and Bad Debts
  • Tax Basics: Gross Income
  • Tax Basics: Gross Income: Exclusions
  • Tax Basics: Income Tax Credits
  • Tax Basics: Calculating Gain or Loss Realized from a Disposition of Property
  • Tax Basics: Federal Income Taxation - An Overview
  • Tax Basics: Nonrecognition of Gain or Loss from a Disposition of Property
  • Tax Basics: Characterization of Gain or Loss from a Disposition of Property

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