Major Topics
AI in tax practice and reporting to clients.
Employers and college expenses.
How to represent taxpayers under the new representation rules.
Switch from paper payments and refunds to electronic.
Forms W-2 some differences between 2024 and 2025 and 2026.
How to communicate with clients securely and efficiently.
Some business issues of concern in OB3.
Retirement plans and planning, some issues.
More as time permits.
