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Bootcamps

PERSONAL TAX BOOTCAMP (BCP 100)


Description

The Personal Tax Bootcamp is an intensive two-day training designed to help ProAdvisors master the fundamentals of personal and small business tax preparation. This recorded version gives you full access to the same powerful content and strategies shared during the live event — so you can learn at your own pace.


In this course, you’ll explore key topics including credits and deductions, 1099 forms, income and cryptocurrency reporting, due diligence, Circular 230, and the latest updates for 2026, along with insights from the One Big Beautiful Bill.


What You’ll Learn:

  • How to prepare accurate personal and small business tax returns

  • How to identify and apply the most common deductions and credits

  • How to stay compliant with due diligence and Circular 230 rules

  • How to adapt to upcoming tax law changes and updates

  • How to manage cryptocurrency and 1099 reporting correctly

Includes:
✅ 12 Continuing Education Credits
✅ Certification upon completion
✅ Bonus: Intake Form Template


This recorded session allows you to revisit every concept and technique covered in the live workshop — giving you the flexibility to learn anytime and strengthen your skills as a ProAdvisor.

Number of Credits: 12 IRS Program Number: MUSSZ-T-00113-25-S

Content
  • Unit 1 | Day 1
  • Get Ready to Serve Clients with Confidence with Mayra Jimenez
  • Unit 2 | Day 1
  • Credits, Deductions and Adjustments You Need to Know with Eddia Rosario
  • Unit 3 | Day 1
  • Demystifying Schedule C & SE with Drexell King
  • Crack the Code: Mastering the 1099's Like a Pro with Drexell King
  • Unit 4 | Day 1
  • Foundations and Fundamentals for Tax Pros with Frances Stuart
  • Unit 5 | Day 2
  • Circular 230: What Every Tax Pro Must Know with Jennifer Colon
  • Unit 6 | Day 2
  • Rental Properties & Cryptocurrency with Eddia Rosario
  • Unit 7 | Day 2
  • Due Diligence Mastery: Stay Audit-Ready in 2025 with Jennifer Colon
  • Unit 8 | Day 2
  • 2026 Tax Law Updates: What Every Tax Pro Needs to Know with Jennifer Colon
  • Unit 9 | Day 2
  • Virtual Tax Business Mastery: Run Your Practice 100% Online & Thrive 
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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