Niche Short Courses — Don Farmer Tax Education

Don Farmer's OBBBA: What Tax Practitioners Need to Know (Replay Dates)

View upcoming dates for our OBBBA webinar replay!

Don Farmer's Tax Strategies for Real Estate: Maximizing Benefits With Key Planning Moves

Sept. 2, 2025
1 – 4:20 p.m.
4 CPE credits

Don Farmer's Tax Strategies for Real Estate: Mastering Like-Kind Exchanges & Tax Rules

Sept. 8, 2025
1 – 4:20 p.m.
4 CPE credits

Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research

Oct. 30, 2025
2 – 3:40 p.m.
2 CPE credits

Don Farmer’s Annual Required IRS Ethics Class for Enrolled Agents

Nov. 11, 2025
2 - 3:40 p.m.
2 CPE credits

Don Farmer's Sec. §199A QBID: Foundational Rules & Planning Strategies

Dec. 1, 2025
1 – 2:40 p.m.
2 CPE credits

Don Farmer's Sec. §199A QBID: Advanced Applications & Maximizing the 20% Deduction

Dec. 1, 2025
3 – 4:40 p.m.
2 CPE credits

Don Farmer’s Passive Activities: Foundational Rules, Income Characterization & Strategic Grouping

Dec. 22, 2025
1 – 2:40 p.m.
2 CPE credits

Don Farmer’s Passive Activities: Material Participation Rules, Time Tracking & Compliance Strategies

Dec. 22, 2025
3 – 4:40 p.m.
2 CPE credits

Don Farmer’s Passive Activities: Rental Real Estate Rules & Exceptions

Dec. 29, 2025
1 – 2:40 p.m.
2 CPE credits

Don Farmer’s Passive Activities: Recharacterization & Disposition Rules

Dec. 29, 2025
3 – 4:40 p.m.
2 CPE credits

Don Farmer’s Annual Review of Tax Court Cases & the Effect on Your Practice & Clients

Jan. 14, 2026
2 - 3:40 p.m.
2 CPE credits

Don Farmer's Preparing Form 1065: Navigating the Latest IRS Changes for Partnership Returns

Jan. 22, 2026
1:30 – 4:50 p.m.
4 CPE credits

Don Farmer’s Annual Review of IRS Updates & Changes

Jan. 26, 2026
2 - 3:40 p.m.
2 CPE credits

Don Farmer's Preparing Form 1065: Advanced Strategies for Navigating the Latest IRS Changes

Jan. 27, 2026
1:30 – 4:50 p.m.
4 CPE credits

Don Farmer's Preparing Form 1120S: Mastering S Corporation Returns

Jan. 28, 2026
1:30 – 4:50 p.m.
4 CPE credits

Don Farmer's Preparing Form 1120S: Real-World Insights & Practical Tips for S Corporation Returns

Jan. 29, 2026
1:30 – 4:50 p.m.
4 CPE credits

Join us to unpack the latest tax rules and smart planning moves that can make a big difference for your clients. We’ll take a deep dive into hot topics like like-kind exchanges, bonus depreciation and §179 updates from the TCJA and CARES Acts, and how the 20% QBID applies to real estate deals. You’ll also pick up practical tips for maximizing tax benefits on property sales and purchases and learn how to tap into the perks of a cost segregation study — without the hefty price tag. Walk away with the up-to-date knowledge and confidence you need to give your real estate clients real value.

Working with real estate investors and developers? This seminar dives deep into the latest tax rules and planning opportunities in the world of real estate. We’ll cover essential topics like like-kind exchanges, self-employment tax issues for real estate pros, and the passive activity rules — with a special focus on real estate professional status and how to use the aggregation election to your clients’ advantage. If you’re looking to sharpen your skills and confidently navigate the complexities of real estate taxation, this is the seminar for you.

Let’s be honest — tax research isn’t exactly known for being thrilling. But in this lively, relatable session, we’ll turn that stereotype on its head. You’ll discover how efficient, effective tax research can be the secret weapon that helps you wrap up your workday on time and actually enjoy your evenings. We’ll show you practical strategies to boost your confidence, cut down on wasted time, and reduce those late-night wakeups worrying about whether you missed something. Whether you’re a seasoned pro or new to the world of tax research, you’ll leave with tools you can use immediately — and maybe even have a little fun along the way.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.