Build the foundation.
Add stronger military-tax knowledge to your preparation skill set.
Three weeks of live training for tax professionals who want to better understand the issues affecting Active Duty, Guard, Reserve, military spouses, veterans and military entrepreneurs.
The Knowledge Gap
A military taxpayer may look like any other client at intake. Their tax situation may be anything but ordinary.
Who Should Report for Training?
Add stronger military-tax knowledge to your preparation skill set.
Recognize military-specific issues during intake and preparation.
Better support your team when military returns enter the workflow.
Build a stronger specialty around military taxpayers and families.
The Training Brief
The course moves from military-tax fundamentals into residency, Guard and Reserve issues, practical scenarios, due diligence and client application.
Know the taxpayer
Build the military-tax foundation before moving into more complex situations.
Know the residency rules
Understand the residency issues that can change how a military return is approached.
Apply the knowledge
Work through military-tax situations that show up in real client conversations.
After the Briefing
This course is designed to help close common knowledge gaps around military taxation.
START MY TRAINING →Interactive Readiness Check
Check everything that sounds like you.
This classroom was built to help close that knowledge gap.
I NEED THIS TRAINING →Military Taxation
Three weeks of live virtual training built for tax professionals who serve or want to serve military taxpayers.
Military Taxation FAQ
Three weeks.
Live virtual training through Zoom.
$299.
Yes. MIL50 gives 50% off through 11:59 PM CT on webinar night. After that, MIL20 provides 20% off for the following 72 hours. The price then returns to $299.
Tax professionals, PTIN holders, EROs, and preparers who serve or want to serve Active Duty, Guard, Reserve, veteran, and military-family taxpayers.
No. The course is for tax professionals who want to better understand military taxation.
Military taxpayer fundamentals, military pay and intake, residency and domicile, SCRA, MSRRA, military spouse residency, multi-state issues, PCS considerations, Guard and Reserve issues, reservist travel and mileage, military entrepreneurs, practical scenarios, due diligence, and marketing to military clients.
Yes. Replays are delivered through the student hub according to the course access policy.
Yes. Students who complete the course receive a Certificate of Completion. The course should not be described as a certification.
Yes. After payment, you'll receive instructions for completing your private classroom registration.
You'll receive the applicable replay and catch-up materials through the student workflow/student hub.
A notebook, calculator, course materials, and your questions. Any additional materials needed for a particular week will be communicated before class.
Your Next Specialty
Military taxpayers aren't all the same. The better you understand their world, the better prepared you'll be to recognize the tax issues sitting in front of you.
Let a real soldier teach you.