1040 Individual Tax
Understand key issues for completing complicated individual returns.
Checkpoint Learning CPE seminars offer practical, relevant, and innovative material in an engaging and easy-to-follow format. Get CPE for CPAs and Enrolled Agents when you attend live online or in-person tax and accounting seminars. Choose from entry-level to advanced learning options on the topics that matter most to you.
Engage with speakers and participants. Ask questions on the topics that matter most to you.
Participating in in-person or virtual seminars means you don’t need to take an exam to get your CPE credits.
Learn from nationally-recognized instructors and tax and accounting experts who speak your language and understand your daily practice.
Choose from progressive career training for tax and audit professionals, to technical training on application of tax and accounting information.
Monitor CPE progress through your personalized Checkpoint Learning dashboard, included in our CPE subscription packages.
With AuditWatch and TaxWatch University, you’ll have an organized path to professional growth. With Gear Up, you'll be prepped and ready for tax season.
is an exceptional experience with the opportunity to engage with speakers on the topics that matter most, focusing on the upcoming season.Learn more
offers progressive levels for your audit staff from basic staff training to senior management level courses.Learn more
offers progressive levels of core tax staff training, with focus on individual taxation regulations.Learn more
Gear Up has more than 45 years of experience providing nationwide tax seminars, destination conferences, and self-study courses. This is an exceptional experience with the opportunity to engage with speakers on the topics that matter most. Our presenters are practicing tax and accounting professionals who speak your language and understand your daily practice, offering insightful application of tax and accounting information.
Tax Season Prep Seminar Series: Plan to prep for tax season now and save an additional 10% when purchasing 3+ seminars.
We partner with sponsoring state associations to provide both live, in-person, and online seminars.
Understand key issues for completing complicated individual returns.
A one-day comprehensive update and review of tax and economic issues facing small businesses.
An expanded, two-day comprehensive update and review of tax and economic issues facing small businesses.
A reinforcement of the importance of ethical behavior while assisting our clients.
This comprehensive course covers key tax issues for completing complicated California returns.
This course provides a look at the requirements for preparation and compilation engagements performed under SSARS.
This course provides a more in-depth look at the requirements for preparation and compilation engagements performed under SSARS.
This course covers tax law changes that have occurred in the first half of the year and review other critical update items.
This course covers the purposes of the fiduciary income tax return–Form 1041.
If you’re like most firms, you don’t have the time, resources, or training expertise to provide an educational roadmap for your employees. With AuditWatch and TaxWatch University, your team will receive the technical and professional training they need to be first class in their specializations. From foundational staff training to senior management-level courses, choose from progressive levels of training that's convenient for you.
AuditWatch University provides integrated development curriculum designed to promote the professional growth of your audit staff. Check out the five progressive levels – available in person and live online.
An introduction to auditing and basic responsibilities.
The complete audit process and plan is covered.
Preparation for taking in-field responsibility for audit engagement.
Moving experienced auditors beyond the basics and into leadership roles.
“Taking the Next Step” sets up development as engagement and firm leaders.
TaxWatch offers progressive levels of core tax staff training, beginning with an entry-level course that focuses on individual taxation regulations.
Novices gain skills to prepare individual and corporate returns and to recognize more complex issues.
More efficiently prepare individual and corporate returns, become more aware of key tax rules. 1-2 years experience.
Learn to handle S corporations, partnerships/LLCs, estate & trust issues and more. 2-3 years experience.
Gain technical knowledge for working with clients in a tax advisory role. 3+ years experience.
Advance into more complex taxation issues and working with clients in a tax advisory role.
Tackle the latest developments affecting individuals, partnerships, C corporations, S corporations, LLCs, estates and trusts.
These leadership courses are built by experts in audit and tax for current or future leaders in you firm, providing leadership training that emphasizes DEI across functions.
In this highly interactive course, advancing professionals develop essential, results oriented leadership skills to boost individual and firm success. Topics include foundational leadership principles, DEI (diversity, equity and inclusion), goal setting and prioritization, collaborative negotiation, presentation skills, mindfulness, and business development skills.
This engaging course expands the participant’s professional leadership capabilities. Topics include developing executive presence, using emotional intelligence to achieve success, managing in the multi-generational workplace, performance and talent management, DEI (diversity, equity and inclusion), mindfulness and building new business.
Premier Plus subscribers receive 25% off seminars and conferences for up to 40 hours of programming. Premier subscribers receive 25% off seminars and conferences for up to 24 hours of programming. Enjoy these and many other benefits with a CPE subscription.
Certified Public Accountants (CPAs) must meet requirements defined by their state licensing board of accountancy to maintain their CPA license. Many state licensing boards require that CPAs and EAs maintain and improve their skills through Continuing Professional Education (CPE) courses, such as CPE seminars.
CPE seminars are in-person or virtual instruction courses that qualify as live events. This means that the CPE credit is earned without exams or tests.
With Checkpoint Learning, you can register for trusted CPE seminars from well-known providers, including:
As part of Checkpoint Learning, Gear Up has more than 45 years of experience providing nationwide tax seminars, destination conferences, and self-study courses. Our presenters are practicing tax and accounting professionals who speak your language and understand your daily practice, offering insightful applications of tax and accounting information.
Check out our full list of Gear Up CPE seminars
For more details, visit our Gear Up FAQ section
With Gear Up, you will receive training from practicing experts on application of tax and accounting information, to prepare you for tax season.
With AuditWatch and TaxWatch University, you and your staff will receive first-class technical and professional training in a variety of specializations. From foundational staff training to senior management-level courses, choose from progressive levels of training at a time that works best for you.
Check out the full list of Gear Up CPE seminars
Check out the full list of AuditWatch and TaxWatch CPE seminars
CPE seminars are live training events. In addition to in-person options, CPE seminars are also available virtually from the convenience of your home or offices.
Yes, you can earn all your required CPE credits from live events, such as seminars.
Our course instructors are subject matter experts (SMEs) who feature a variety of diverse educations, unique perspectives, and accomplishments to resonate with any CPA or EA, at any level of the profession.
For sales, registration help, and technical support, please call +1 800 431 9025.