Don Farmer Tax Education
Get ready for tax education that’s actually fun to attend!
Don Farmer Tax Education combines expert insights with energy, humor and real-world examples to make complex tax topics clear and engaging. From full-length seminars to bite-sized sessions and a quick-hitting monthly newsletter, there’s something for every schedule. Stay sharp, stay current — and maybe even laugh a little along the way. Explore your options and sign up today!
Don Farmer's Section 199A: A Deeper Dive
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Online
2.00 Credits
Member Price: $79
Section 199A, also known as the Qualified Business Income (QBI) deduction, remains one of the most significant — and complex — provisions of recent tax reform. While many practitioners are familiar with the basic rules, the practical application continues to raise questions in areas such as aggregation, specified service trades or businesses (SSTBs), W-2 wage and UBIA limitations, and interactions with other tax provisions. With the One Big Beautiful Bill (OBBBA) permanently extending IRC 199A, it's a good time to refresh on the more intricate concepts to help lead future consulting projects.This webinar takes an advanced, practitioner-focused dive into Section 199A, using real-world examples, case studies and problem-solving approaches. Participants will gain a deeper understanding of nuanced issues, common pitfalls, planning opportunities and the latest IRS guidance to confidently advise clients and optimize the deduction.
Don Farmer's New Individual Items for 2025: Overtime, Tips, Cars & Seniors
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Online
2.00 Credits
Member Price: $79
Tax legislation and IRS guidance for 2025 include several new and important provisions that impact individual taxpayers. Among the most notable are new rules surrounding overtime pay, reporting and taxation of tips, treatment of employer-provided and personal vehicles, and expanded provisions for seniors. This course provides practitioners with an in-depth understanding of the provisions most affecting their individual tax clients for tax year 2025.During the course, we'll walk through these developments in detail, explaining the new law, its application, and the planning opportunities it presents. Using examples and case studies, you'll gain an understanding of the changes and be able to confidently apply them in advising clients.
Don Farmer's Tax Planning for Purchases & Sales of Property: Maximizing Deductions & Savings
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Online
2.00 Credits
Member Price: $79
Buying, selling or remodeling property? Don’t leave money on the table. Break down smart, real-world tax planning ideas you can put to work right away. You’ll learn how to boost tax deductions on property purchases, make the most of the de minimis rule during remodels, and strategically allocate purchase prices between personal property and land improvements. It’s all about turning everyday property transactions into tax-saving opportunities — with clear, actionable tips you’ll actually use. This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's Tax Planning for Purchases & Sales of Property: Reducing Taxes on Property Sales
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Online
2.00 Credits
Member Price: $79
Review important tax planning ideas for property sales. We’ll cover key concepts like decreasing tax on the sale of property. This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research
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Online
2.00 Credits
Member Price: $79
AI doesn’t have to be scary — it can be your competitive edge. In this hands-on course, you’ll learn step-by-step how to harness AI to cut your tax research from hours to minutes, stay in control every step of the way, and develop the cutting-edge skills that boost your job security in an AI-driven world. Say goodbye to late-night “did I miss something?” panic. We’ll share proven tactics to build unshakeable confidence and wrap up on time — so you can focus on high-value advisory work and actually enjoy your evenings.
Don Farmer's Annual Required IRS Ethics Class for Enrolled Agents
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Online
2.00 Credits
Member Price: $79
This interactive course satisfies the IRS’s annual ethics requirement for Enrolled Agents — but it’s built for all tax pros who want real-world insight into today’s complex ethical landscape.We’ll break down the key principles of Circular 230 and walk through relatable, real-life scenarios that challenge even the most experienced practitioners. Expect practical guidance, a few eye-opening moments, and takeaways you can actually use to strengthen your tax practice and stay in compliance.This course does NOT meet the annual ethics requirement set by the Virginia Board of Accountancy (VBOA) for Virginia CPAs.
Don Farmer's Sec. §199A QBID: Foundational Rules & Planning Strategies
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Online
2.00 Credits
Member Price: $79
The 20% QBID can be a game-changer for your clients — if you know how to make the most of it. In part one of a two-part seminar, we’ll take a deep dive into the ground rules of §199A and break down the tax planning moves that can help you maximize this valuable deduction. You’ll walk away with clear strategies you can put into action, making sure your clients get every dollar they’re entitled to.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's Sec. §199A QBID: Advanced Applications & Maximizing the 20% Deduction
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Online
2.00 Credits
Member Price: $79
Get a comprehensive, no-fluff breakdown of the §199A QBID. Review the ground rules you need to know and get practical, real-world tax planning strategies to help your clients get the full 20% deduction they deserve. If you’re ready to turn this complex provision into a powerful tax-saving tool, this is the seminar for you.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer’s Passive Activities: Foundational Rules, Income Characterization & Strategic Grouping
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Online
2.00 Credits
Member Price: $79
Demystify the complex world of passive activity rules. Build a rock-solid foundation by learning how to distinguish passive income from nonpassive income and understand the reasoning behind Congress’s creation of these rules — a key to making smart grouping decisions. We’ll take a deep dive into how to group activities in the most tax-efficient way, plus cover clever strategies like creating passive income generators and avoiding the permanent loss of passive activity carryovers. If passive activity rules have ever felt overwhelming, this engaging, practical session will help you turn confusion into confidence.This course is part of a four-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer’s Passive Activities: Material Participation Rules, Time Tracking & Compliance Strategies
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Online
2.00 Credits
Member Price: $79
Dive into the strategies you need to minimize the impact of the passive activity rules. You’ll learn all seven methods for meeting the “material participation” rules and get the latest insights from recent case law on how these rules are being applied today. We’ll break down which activities and time count toward material participation (and what doesn’t) — and give you practical guidance on how to properly document your clients’ hours to stay audit-ready and compliant. If you’ve ever wrestled with the nuances of material participation, this session will make it clear, manageable and immediately useful.This course is part of a four-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer’s Passive Activities: Rental Real Estate Rules & Exceptions
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Online
2.00 Credits
Member Price: $79
Take a deep dive into the world of rental real estate and passive activity rules. You’ll learn how the “automatically passive” rule affects rental income — and, more importantly, the exceptions that can turn this to your clients’ advantage. We’ll unpack key exceptions for real estate professionals, short-term rentals, active participation for moderate-income taxpayers, and self-rentals. Plus, you’ll get a clear breakdown of what it really takes to qualify as a real estate professional, and when it makes sense for clients to aggregate rental properties for a better tax outcome. If you work with real estate investors or landlords, this session is packed with actionable strategies you won’t want to miss. This course is part of a four-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer’s Passive Activities: Recharacterization & Disposition Rules
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Online
2.00 Credits
Member Price: $79
Tackle some of the most advanced — and opportunity-packed — passive activity strategies. Learn how to use the “recharacterization rules” to convert passive income into nonpassive income, a smart move that can help your clients sidestep the net investment income tax. We’ll also cover the critical disposition rules — your go-to strategy for freeing up suspended passive losses when a property or business interest is sold. If you’re ready to put the finishing touches on your passive activity expertise and turn tax rules into real savings for your clients, this is the session to catch. This course is part of a four-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's Annual Review of Tax Court Cases & the Effect on Your Practice & Clients
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Online
2.00 Credits
Member Price: $79
Put your tax knowledge to the test in this interactive, discussion-based course focused on real tax court cases. Review actual case facts, debate the outcome — will the taxpayer or the IRS prevail? — and then analyze the court’s final decision. We’ll cover key issues like audits, tax return positions, collections and more — all through the lens of actual court decisions. You’ll walk away with a clearer understanding of the “why” behind the rulings and how to apply those insights in your day-to-day work with clients. It's a fast-moving, eye-opening look at tax law in real life — and how staying informed can help you stay ahead.
Don Farmer's Preparing Form 1065: Navigating the Latest IRS Changes for Partnership Returns
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Online
4.00 Credits
Member Price: $149
The IRS has made big changes to Form 1065, and we’re here to help you stay ahead. We’ll guide you through a comprehensive, hands-on course for preparing Form 1065. You’ll get an in-depth look at the latest updates and new requirements, along with practical guidance on how to accurately complete partnership tax returns under these new rules. Whether you’re new to partnerships or a seasoned pro, this session will sharpen your skills and boost your confidence heading into tax season.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's Annual Review of IRS Updates & Changes
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Online
2.00 Credits
Member Price: $79
The IRS is on the move — are you ready? This fast-paced session brings you up to speed on the latest updates straight from the IRS and what they mean for your practice. From audit procedures and process changes to appeals and the Taxpayer Advocate Service, we’ll unpack the developments shaping how you work with the IRS right now.You’ll get practical guidance, real-world tips and plenty of insight to help you navigate shifting expectations with confidence. Whether you’re new to the profession or a seasoned pro, this course will help you better understand the IRS’s current landscape — and what it means for you.
Don Farmer's Preparing Form 1065: Advanced Strategies for Navigating the Latest IRS Changes
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Online
4.00 Credits
Member Price: $149
The IRS has made big changes to Form 1065, and we’re here to help you stay ahead. Get an in-depth look at the latest updates and new requirements, along with practical guidance on how to accurately complete partnership tax returns under these new rules. Whether you’re new to partnerships or a seasoned pro, this session will sharpen your skills and boost your confidence heading into tax season.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's Preparing Form 1120S: Mastering S Corporation Returns
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Online
4.00 Credits
Member Price: $149
Join us for a fast-paced, interactive seminar where tax prep meets entertainment. We’ll break down the essentials of preparing Form 1120S, share real-world examples, and sprinkle in humor and practical tips to keep things lively. Whether you're a seasoned pro or looking to sharpen your skills, this seminar will make S corporation returns feel surprisingly fun.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's Preparing Form 1120S: Real-World Insights & Practical Tips for S Corporation Returns
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Online
4.00 Credits
Member Price: $149
Join us for a lively walkthrough of Form 1120-S. Explore the must-know rules, find out how to apply them in real-life scenarios, and discover ways to make the prep process feel a lot less painful. You’ll walk away with sharper skills, practical insights and a few laughs along the way.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.
Don Farmer's 2024 Indexed Items & Other Recent Developments
Available Until Dec. 31, 2025
Online
1.00 Credits
Member Price: $45
This course is designed specifically for tax professionals looking to deepen their understanding of complex tax laws, strategies, and procedures. With an emphasis on the latest regulations, including the Tax Cuts and Jobs Act (TCJA) and Bonus Depreciation rules, this course covers essential topics such as Backdoor Roth Conversions, Qualified Improvement Property (QIP), and Nondeductible IRA Contributions. You'll gain insight into critical concepts like Capital Gains, Excess Business Losses, and Estate Tax Return (Form 706) filing, along with strategies to navigate complex IRS regulations and administrative procedures, including Chevron Doctrine and Skidmore Standard. Learn the ins and outs of tax-efficient retirement planning, such as Defined Contribution Plans, Solo 401(k), and SEP IRA Contributions. The course also explores essential tax credits like the Child Tax Credit and Phase Out provisions, as well as practical tools for managing client expectations and tax liabilities through Inflation Adjustments and Portability Elections. By the end of the course, tax professionals will be equipped with the tools and knowledge needed to provide their clients with expert advice on retirement planning, business deductions, and estate tax strategies, ensuring full compliance with the latest tax laws. Take your expertise to the next level and stay ahead in an ever-evolving tax landscape. Delivery Method: QAS Self-StudyCPE Credit: TaxationProgram Level: Update
Don Farmer's 2024 Individual Retirement Plans
Available Until Dec. 31, 2025
Online
1.00 Credits
Member Price: $45
With evolving retirement regulations under Secure Act 1.0 & 2.0, tax professionals must stay ahead of complex Required Minimum Distribution (RMD) rules, IRA taxation, and penalty avoidance strategies. This 1-hour specialized course provides an in-depth look at RMD calculations, excise tax pitfalls, beneficiary classifications (EDB vs. NEDB), aggregation rules, and key distribution strategies to help you better advise clients on retirement account compliance. Through real-world scenarios, we’ll break down essential tax concepts, including the Ten-Year Rule, Roth vs. Traditional IRA withdrawals, QCDs, and excise tax waivers. Ensure your clients optimize tax benefits, avoid IRS penalties, and comply with new distribution requirements. Delivery Method: QAS Self-StudyCPE Credit: TaxationProgram Level: Update
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