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Events

2023 Georgia Tax Forum - 11/1/2023 - Atlanta
TOPICS AT-A-GLANCEDay 1> Individual Federal Tax Update> Business Federal Tax Update> Estate Planning Updates in a Year of Economic Uncertainty> Changing Legal Residency and Georgia Income Tax Obligations of NonresidentsDay 2>...
2023 Georgia Tax Forum (Wednesday Only) - 11/1/2023 - Atlanta
LIVE STREAM: 2023 Georgia Tax Forum (Wednesday Only) - 11/1/2023 - Atlanta
2023 Georgia Tax Forum (Thursday Only) - 11/2/2023 - Atlanta
Not-for-Profit Financial Reporting: Mastering the Unique Requirements (YB)** - 11/3/2023 - Atlanta
Avoid the potholes of confusion and provide a financial picture that end users can truly understand. Through a combination of practical guidance and case studies, this course provides insight into what makes not-for-profits different.
Pat Garverick's Basis Calculations & Distributions for Pass-Thru Entity Owners - Schedule K-1 Analysis - 11/3/2023 - Atlanta
Designed to get you up-to-speed quickly in basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). Review line-by-line analysis of the...
Social Security and Medicare: Planning for You and Your Clients (CFP) - 11/6/2023 - Atlanta
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail...
Jim Martin's 2023 Preparation, Compilation and Review (SSARS) Update - 11/9/2023 - Atlanta
Take an in-depth look at issues that practitioners have been having in implementing preparation, compilation and review engagements. The discussion includes 15-20 new cases for 2023 covering all aspects of the SSARS application, including...
Audits of 401(k) Plans: New Developments and Critical Issues - 11/9/2023 - Atlanta
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by...
Financial Reporting for Tax Practitioners - 11/10/2023 - Atlanta
Receive updates on the most recently enacted legislation and IRS guidance and updates of recent standard-setting activities at the FASB and AICPA. Review the significant tax, financial accounting, auditing, accounting services, and ethics...