The course will include detailed analysis and planning concepts for individual changes (Pre-AGI, Itemized, and IRS changes) and for business changes (Depreciation, reporting thresholds, SALT PTE and 199A QBI).

The course will include detailed analysis and planning concepts for individual changes (Pre-AGI, Itemized, and IRS changes) and for business changes (Depreciation, reporting thresholds, SALT PTE and 199A QBI).

Together, we will walk through a rapid review of the latest SSARS and alerts, plus discussion of the requirements for prepared financial statements and disclaimers. Each session also includes a Continue reading "Preparations, Compilations & Review – Rebroadcast"...

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 2-credit-hour IRA’s, Roths, and Conversions course! During this 2-hour course, attendees will Continue reading "IRA’s, Roth’s & Conversions – REBROADCAST"...

Upon completion of this course, practitioners will be able to explain the latest business tax law changes to clients and inform them of the various characteristics and implications of the Continue reading "Business Tax in Depth"...

Upon completion of this course you will be able to advise clients about the latest 2025 C and S Corporation tax changes, as well as LLC changes and you will Continue reading "Federal Tax Update – Business"...

Upon completion of this course you will be able to advise clients about the latest 2025 C and S Corporation tax changes, as well as LLC changes and you will Continue reading "Federal Tax Update – Business"...

Upon completion of this course you will be able to inform clients of the latest modifications from the 2025 Tax Acts, as well as other relevant IRS Notices, announcements, rulings, Continue reading "Federal Tax Update – Individuals"...

Upon completion of this course you will be able to inform clients of the latest modifications from the 2025 Tax Acts, as well as other relevant IRS Notices, announcements, rulings, Continue reading "Federal Tax Update – Individuals"...

Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to Continue reading "1040 Tax in Depth"...

The exit strategies course includes guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. It also includes how to value an accounting practice for both Continue reading "Exit Strategies – Rebroadcast"...

Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to Continue reading "1040 Tax in Depth"...