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Events

Estate and Life Planning Issues for the Middle-Income Client (CFP)(IRS) - 11/17/2026 - Live Stream
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs working with middle-income clients...
How to Get a Better Return on Financial Statement Audits - 11/18/2026 - Live Stream
By far, the biggest contributing factor that leads to a profitable yet high-quality financial statement audit is the proper identification, evaluation, and response to the assessed risk of material misstatement. When designing your detailed audit...
The Complete Trust Workshop (IRS) (CFP) - 11/18/2026 - Live Stream
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
Reviewing Partnership Tax Returns: What Are You Missing? - 11/18/2026 - Live Stream
Discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen reviewer skills by examining case studies and discussing issues where additional information from the client...
Reviewing S Corporation Tax Returns: What Are You Missing? - 11/18/2026 - Live Stream
The complexity of S corporation tax law creates a formidable challenge for the tax practitioner to accurately comply with and report their client's S corporation activities. Discuss the common errors practitioners make on S corporation tax...
K2's Technology for CPAs - Don't Get Left Behind - 11/18/2026 - Live Stream
Are you keeping up with the technology you use each day? Discover the latest tech tools designed to save you time and boost your effectiveness. As technology continues to advance, staying current is crucial. This course is ideal for individuals...
LIVE STREAM: 2026 Business and Industry Conference - 11/19/2026 - Live Stream
MATERIALS:This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
Nonattest Services You Can Provide for a Profit (NEW) - 11/19/2026 - Live Stream
As more practitioners leave the traditional audit and review services, they have more time to spend on nonattest services that can be more enjoyable (less stressful) to do, more appreciated by your clients, and done at a profit!  This class...
K2's Excel Charting and Visualizations - 11/19/2026 - Live Stream
Are you tired of struggling to create compelling charts and graphs? Join our session and transform your data into stunning visualizations that captivate and inform your audience. This isn't just another seminar on basic charts; it's a...
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (IRS) - 11/20/2026 - Live Stream
As long as LLCs, partnerships, and S corporations form the backbone of many CPA practices, in-depth knowledge of all tax aspects of these entities will be essential. Focus on planning issues in creating, operating and liquidating S corporations,...

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