Where practical tax insights meet engaging education
Upcoming courses
Don Farmer Tax Education instructors George Koutelieris, CPA, and Greg, White, CPA, have a combined total of over 60 years of tax experience. Their ability to interpret tax law and make it understandable makes them the go-to duo for difficult tax questions.
George and Greg are presenting the following courses:
Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research
June 27, 2025 | Oct. 30, 2025
2 – 3:40 p.m.
2 CPE credits
Don Farmer’s Tax Ninja: Essential Principles of Taxation
July 9, 2025
2 – 3:40 p.m.
2 CPE credits
Don Farmer's Tax Planning for Purchases & Sales of Property: Maximizing Deductions & Savings
Aug. 21, 2025
1 – 2:40 p.m.
2 CPE credits
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.
Looking to make your workday easier and your clients happier? This fast-paced, practical seminar will walk you through smart planning opportunities you might be overlooking. We’ll cover everything from hidden tax savings ideas and must-know judicial concepts (yes — even that tricky “3rd party debt” rule) to clever accounting method changes that can put real money back in your clients’ pockets. You’ll also get clear, confident answers to those common client questions that always seem to pop up — so you’re ready with solid advice when it counts. If you’re looking to sharpen your skills, save time and uncover new value for your clients, this session is for you.
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.
Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research
June 27, 2025 | Oct. 20, 2025
2 – 3:40 p.m.
2 CPE credits
Don Farmer’s Tax Ninja: Essential Principles of Taxation
July 9, 2025
2 – 3:40 p.m.
2 CPE credits
Don Farmer's Tax Planning for Purchases & Sales of Property: Maximizing Deductions & Savings
Aug. 21, 2025
1 – 2:40 p.m.
2 CPE credits
Don Farmer's Tax Planning for Purchases & Sales of Property: Reducing Taxes on Property Sales
Aug. 21, 2025
3 – 4:40 p.m.
2 CPE credits
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 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 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 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
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.
Looking to make your workday easier and your clients happier? This fast-paced, practical seminar will walk you through smart planning opportunities you might be overlooking. We’ll cover everything from hidden tax savings ideas and must-know judicial concepts (yes — even that tricky “3rd party debt” rule) to clever accounting method changes that can put real money back in your clients’ pockets. You’ll also get clear, confident answers to those common client questions that always seem to pop up — so you’re ready with solid advice when it counts. If you’re looking to sharpen your skills, save time and uncover new value for your clients, this session is for you.
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.
Review important tax planning ideas for property sales. We’ll cover key concepts like decreasing tax on the sale of property.
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.
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.
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 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.