Ed Zollars Tax Series 2025/26

Stay informed with this expanded tax series featuring national speaker Ed Zollars, CPA. Now with seven sessions throughout the year, Ed covers key federal tax topics—including insights for a big tax year—helping you stay ahead of changes and deliver top-notch service to your clients.  Save $10 per credit by buying the full bundle.

Note: The pass is non-refundable and cannot be transferred to another person.


$369.00 - Member Price
$699.00 - Nonmember Price

Events included in this bundle:

Click on an event title below to view the details of the event.

June 18, 20252:00 PM-4:00 PM EDTTax Series with Ed Zollars: Scam Loss Deductions Under IRC Section 165: Did Your Client Fall for a Preferred Fraud Under the Law?
Gain a comprehensive understanding of the complex rules governing the deductibility of losses arising from scams under Internal Revenue Code (IRC) Section 165. With the prevalence of sophisticated fraudulent schemes, tax professionals must navigate the intricate legal framework, particularly in light of the significant changes introduced by the Tax Cuts and Jobs Act (TCJA).

Highlights

The TCJA has largely suspended deductions for personal theft losses for tax years 2018 to 2025, making the proper classification of a loss under IRC §165(c)(2) as arising from a “transaction entered into for profit” the primary avenue for deductibility for many victims. This program will drawi on foundational principles, specific theft loss rules, the impact of the TCJA, and crucial IRS guidance like Chief Counsel Advice (CCA) 202511015 and the Madoff framework. Topics include the following:
  • Foundations of loss deductions under IRC Section 165: General Rules and Limitations for Individuals (§165(a), §165(c))
  • Defining "theft" for tax purposes and its broad interpretation for scams
  • Timing of theft loss deduction: The Discovery Rule (§165(e)) and the "No Reasonable Prospect of Recovery" Standard
  • Calculating the amount of deductible theft loss
  • Profound impact of the TCJA (§165(h)(5)) on suspending personal theft losses and the limited exceptions
  • In-depth analysis of the critical "Transaction Entered Into for Profit" Test (§165(c)(2)) post-TCJA
  • Navigating IRS guidance: Key insights from CCA 202511015 differentiating deductible investment scams from non-deductible personal scams (e.g., romance, kidnapping)
  • Understanding the Madoff Framework (Rev. Rul. 2009-9, Rev. Proc. 2009-20, Rev. Proc. 2011-58) for Ponzi schemes, including the optional safe harbor and its limitations for newer scam types
  • Practical considerations for CPAs: Determining the discovery year, documenting no reasonable prospect of recovery, meeting stringent substantiation requirements, and proper reporting on Form 4684

Benefits

Understand how to identify deductible losses, determine the correct timing and amount, navigate the “reasonable prospect of recovery” rule and meet rigorous substantiation requirements.

Designed For

CPAs and accountants specializing in tax

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July 25, 202510:00 AM-12:00 PM EDTTax Series with Ed Zollars: July
Stay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.

Highlights

Details coming soon.

Designed For

CPAs and other financial professionals

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August 21, 202510:00 AM-12:00 PM EDTTax Series with Ed Zollars: August
Stay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.

Designed For

CPAs and other financial professionals

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October 20, 202510:00 AM-12:00 PM EDTTax Series with Ed Zollars: October
Stay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.

Highlights

Details coming soon.

Designed For

CPAs and other financial professionals

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November 21, 202510:00 AM-12:00 PM ESTTax Series with Ed Zollars: November
Stay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.

Highlights

Details coming soon.

Designed For

CPAs and other financial professionals

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December 17, 202510:00 AM-12:00 PM ESTTax Series with Ed Zollars: December
Stay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.

Highlights

Details coming soon.

Designed For

CPAs and other financial professionals

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January 21, 202610:00 AM-12:00 PM ESTTax Series with Ed Zollars: January
Stay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.

Highlights

Details coming soon.

Designed For

CPAs and other financial professionals

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