Events
- Succession Planning for the Small Business Owner: Finding the Exit Ramp (IRS) - 12/21/2026 - Live Stream
- The small business's life cycle can be summed up in three segments: 1) starting the business, 2) operating the business, and 3) getting out of the business. Focus on getting out of the business. The most elusive element of owning a small business...
- Staff Tax Training: Partnerships & LLCs (Form 1065) - 12/21/2026 - Live Stream
- Understand the Federal income tax laws applicable to partnerships, limited liability companies (LLCs) and limited liability partnerships (LLPs) and their owners. The cornerstone of this course is the integration of the most recent tax laws and...
- Staff Tax Training: Individuals (Form 1040) - 12/21/2026 - Live Stream
- Understand Federal income tax laws applicable to individuals. The cornerstone of this course is the integration of the most recent tax laws and theories to real world case scenarios and the preparation and/or review of the IRS tax forms and...
- Engagement and Client Retention Best Practices - 12/22/2026 - Live Stream
- Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Explore actions accounting and finance professionals can take...
- Managing Current Fraud Trends in a Shifting Environment - 12/22/2026 - Live Stream
- As our business environment shifts, so do trends with fraud schemes and perpetrators. Review the latest information on identifying and mitigating shifting fraud risks in any entity.
- LIVE STREAM: Tax Technology: Gearing Up for Your Best Busy Season - 12/23/2026 - Live Stream
- Staff Tax Training: S Corporations (Form 1120S) - 12/28/2026 - Live Stream
- Understand the Federal income tax laws applicable to S corporations and their shareholders. The cornerstone of this course is the integration of the most recent tax laws and theories to real world case scenarios and the preparation and/or...
- Ethical AI Practices for CPAs: Ensuring Responsible Use (NEW) - 12/29/2026 - Live Stream
- Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations...
- Form 1040 Return Review Boot Camp for New and Experienced Reviewers (IRS) - 12/29/2026 - Live Stream
- Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? Review additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its...
- Smarter Tax Services with Artificial Intelligence (AI) Tools (NEW) - 12/30/2026 - Live Stream
- There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax...