Welcome to the Gear Up Members Area

This material provides enhancements, supplements and information for our valued Gear Up customers. 

The following pages require that you are logged in to the Checkpoint Learning system.
 

National Tax Practice Survey >>

  • 2018 National Tax Practice Surve
  • 2017 National Tax Practice Survey
     

Enhancement Articles >>

  • IRS Penalty Relief for Small Employer Insurance Reimbursement – IRS Notice 2015-17
  • Don't File That 3115 – Major IRS Relief: Revenue Procedure 2015-20
  • Update for 2014 Returns Extenders
  • 2013 Business Entities - Chapter 13 (Late Election Update)
  • American Taxpayer Relief Act – Updated Feb. 2013
  • 2013 Fiscal Cliff Highlights
  • Santoro PowerPoint Slides – American Taxpayer Relief Act 2012 (PDF)
     

Business Forms & Worksheets for your Practice >>

  • 2017 Business Entities - The Accountants Tool Box
     

Manual Corrections/Inserts >>

  • 2018 Business Entities Manual Update Correction
  • 2018 1040 Manual Update Correction
     

2019 Seminar Slides >>

  • 2019 1040 Chapters 1-10 (Rick Oelerich) – NEW
  • 2019 1040 Chapters 11-20 (Rick Oelerich) – NEW
  • 2019 Business Entities (Sundstrom, Calvo) – NEW
  • 2019 Business Entities Chapters 1-13 (Oelerich) – NEW
  • 2019 Business Entities Chapters 14-27 (Oelerich) – NEW
  • 2019 Estates and Trusts (Charles Burdoin) – NEW
  • 2019 Ethics for Tax Professionals (Rick Oelerich) – NEW
  • 2019 Farm and Ranch Chapters 1-4 (Oelerich) – NEW
  • 2019 Farm and Ranch Chapters 5-20 (Oelerich) – NEW
     

2018 Seminar Slides >>

  • 2018 1040 Sec B (Rick Oelerich)
  • 2018 1040 Sec A (Rick Oelerich)
  • 2018 1040 (Steinberg)
  • 2018 Business Entities (Chris Province)
  • 2018 Business Entities (Mike Gordon)
  • 2018 Estate Tax – Where We've Been (Charles Burdoin)
  • 2018 Estates and Trusts (Charles Burdoin)
  • 2018 Ethics for the Tax Pro (Rick Oelerich)
  • 2018 Federal Tax Update – Half-day Seminar (Laurie Stillwell)
  • 2018 LLC and Partnerships (Rick Oelerich)
  • 2018 Other BE (Rick Oelerich)
  • 2018 TCJA Individual and Business (Johnson)
  • 2018 TCJA Individual and Business (Steinberg)
  • 2018 Technology (Rick Oelerich)
  • 2018 UltraTax and Gear Up Alignment (Rick Oelerich)
     

2017 Seminar Slides >>

2016 Seminar Slides >>

2015 Seminar Slides >>

2014 Seminar Slides >>

2013 Seminar Slides >>

2012 Seminar Slides >>

2011 Seminar Slides >>

2010 Seminar Slides >>