| September 8, 2023 | 8:30-11:30 AM EDT | | Special Tax Topics with Ed ZollarsThis program explores key developments impacting tax planning and compliance for individuals and closely held businesses. HighlightsStay ahead of the game in the ever-changing tax landscape.
This program will provide actionable knowledge, practical insights and a competitive edge in the field. Topics will include:
- Current guidance from FinCEN related to Corporate Transparency Act reporting and communicating the importance of the matter to impacted taxpayers.
- Advising clients on steps to take to file protective refund claims related to any Section 965 transition tax payments as the Supreme Court decides the Moore case.
- The impact of the additional information related to recourse debts, §734(b) and §743(b) on draft partnership tax forms for 2023 issued by the IRS.
- Additional key cases, regulations, legislation and other guidance that has taken place so far in 2023.
BenefitsEquip yourself with the knowledge and tools to address key year-end, tax planning issues and seamlessly integrate them into your upcoming tax season procedures. Designed ForCPAs in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details |
| September 22, 2023 | 8:30-11:30 AM EDT | | Special Tax Topics with Ed ZollarsThis program explores key developments impacting tax planning and compliance for individuals and closely held businesses. HighlightsStay ahead of the game in the ever-changing tax landscape.
This program will provide actionable knowledge, practical insights and a competitive edge in the field. Topics will include:
- Current guidance from FinCEN related to Corporate Transparency Act reporting and communicating the importance of the matter to impacted taxpayers.
- Advising clients on steps to take to file protective refund claims related to any Section 965 transition tax payments as the Supreme Court decides the Moore case.
- The impact of the additional information related to recourse debts, §734(b) and §743(b) on draft partnership tax forms for 2023 issued by the IRS.
- Additional key cases, regulations, legislation and other guidance that has taken place so far in 2023.
BenefitsEquip yourself with the knowledge and tools to address key year-end, tax planning issues and seamlessly integrate them into your upcoming tax season procedures. Designed ForCPAs in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details |
| October 13, 2023 | 8:30-11:30 AM EDT | | Under the IRS Microscope: International Tax Reporting Update | What Tax Professionals Should Know About Trusts and EstatesWith new funding, the IRS will aggressively scrutinize taxpayers with foreign accounts and income. Tax professionals must identify the pitfalls of the new world of global financial transparency and learn the reporting requirements of international income and asset reporting.
Also, learn about intergenerational transfer of property focusing on what you should know about trusts and estates. Highlights
- Best practices for compliance of foreign asset disclosure: who needs to file, assets that must be reported and the potential liability of the taxpayer and tax preparer
- Solutions for non-compliant taxpayers
- Basic principles of trusts and estates, tax elections, property ownership and the types of trusts commonly used
Benefits
- Learn best practices for international tax compliance of foreign income and assets as well as planning opportunities and traps to avoid.
- Understand the fundamental legal principles to accomplish desired tax results and client objectives.
Designed ForAll CPAs and tax professionals View Full Event Details |
| October 20, 2023 | 1:00-4:00 PM EDT | | Under the IRS Microscope: International Tax Reporting Update | What Tax Professionals Should Know About Trusts and EstatesWith new funding, the IRS will aggressively scrutinize taxpayers with foreign accounts and income. Tax professionals must identify the pitfalls of the new world of global financial transparency and learn the reporting requirements of international income and asset reporting.
Also, learn about intergenerational transfer of property focusing on what you should know about trusts and estates. Highlights
- Best practices for compliance of foreign asset disclosure: who needs to file, assets that must be reported and the potential liability of the taxpayer and tax preparer
- Solutions for non-compliant taxpayers
- Basic principles of trusts and estates, tax elections, property ownership and the types of trusts commonly used
Benefits
- Learn best practices for international tax compliance of foreign income and assets as well as planning opportunities and traps to avoid.
- Understand the fundamental legal principles to accomplish desired tax results and client objectives.
Designed ForAll CPAs and tax professionals View Full Event Details |
| November 3, 2023 | 8:30-11:30 AM EDT | | Retirement and Business Succession StrategiesThis three-part course will help you or your clients make sound financial decisions about retirement and business succession planning. HighlightsIncome Tax and Risk Mitigation Strategies
This session will help you better understand the tax implications of financial decisions to assist you or your clients with potentially reducing risk and tax burdens during important retirement years. Topics will include:
- How the tax system will differ during retirement
- Impact of recent tax law changes on retirees and those savings for retirement
- Structuring assets for tax efficient wealth transfer
- The importance of reviewing existing permanent life insurance policies that are owned by an individual or irrevocable life insurance trust agreement to determine if they are still adequately funded, performing as projected, priced fairly and that the protection originally sought will be there when needed
Succession by Design, Not Default™
When someone pours their heart and soul into building a successful business, its value becomes more than just a number on a balance sheet. The minute a business has value is the minute the owner has something to lose. Without a written plan, confusion and heartbreak often occur at the time of exit or succession from the business.
This session will help you:
- Understand the biggest mistakes business owners make that impact the value of their company.
- Learn how to create a robust emergency operating plan that protects your client’s business, family and valued employees.
- Develop a six-step roadmap to advise your clients to a successful exit or transition from the business.
Top 25 Social Security Myths Debunked by Ash Ahluwalia
Identify and debunk the top 25 Social Security myths. By debunking these myths, Social Security beneficiaries will be able to make better decisions on how and when to file for benefits, and it will help to ensure that they do not leave any eligible benefits on the table.
This session will cover a wide range of eligible Social Security benefits, including, but not limited to spousal, ex-spousal, survivor, child , child-in-care and survivor benefits. Benefits
- Learn creative strategies for using life insurance to maximize retirement planning.
- Be better able to advise clients on the best available Social Security filing strategies and ensure they obtain all of their eligible benefits.
- Be able to maximize and protect the value of your business or your clients’ businesses.
Designed ForCPAs and other financial professionals View Full Event Details |
| November 17, 2023 | 1:00-4:00 PM EST | | Retirement and Business Succession StrategiesThis three-part course will help you or your clients make sound financial decisions about retirement and business succession planning. HighlightsIncome Tax and Risk Mitigation Strategies
This session will help you better understand the tax implications of financial decisions to assist you or your clients with potentially reducing risk and tax burdens during important retirement years. Topics will include:
- How the tax system will differ during retirement
- Impact of recent tax law changes on retirees and those savings for retirement
- Structuring assets for tax efficient wealth transfer
- The importance of reviewing existing permanent life insurance policies that are owned by an individual or irrevocable life insurance trust agreement to determine if they are still adequately funded, performing as projected, priced fairly and that the protection originally sought will be there when needed
Succession by Design, Not Default™
When someone pours their heart and soul into building a successful business, its value becomes more than just a number on a balance sheet. The minute a business has value is the minute the owner has something to lose. Without a written plan, confusion and heartbreak often occur at the time of exit or succession from the business.
This session will help you:
- Understand the biggest mistakes business owners make that impact the value of their company.
- Learn how to create a robust emergency operating plan that protects your client’s business, family and valued employees.
- Develop a six-step roadmap to advise your clients to a successful exit or transition from the business.
Top 25 Social Security Myths Debunked by Ash Ahluwalia
Identify and debunk the top 25 Social Security myths. By debunking these myths, Social Security beneficiaries will be able to make better decisions on how and when to file for benefits, and it will help to ensure that they do not leave any eligible benefits on the table.
This session will cover a wide range of eligible Social Security benefits, including, but not limited to spousal, ex-spousal, survivor, child , child-in-care and survivor benefits. Benefits
- Learn creative strategies for using life insurance to maximize retirement planning.
- Be better able to advise clients on the best available Social Security filing strategies and ensure they obtain all of their eligible benefits.
- Be able to maximize and protect the value of your business or your clients’ businesses.
Designed ForCPAs and other financial professionals View Full Event Details |
| December 6, 2023 | 1:00-4:00 PM EST | | Federal Tax Update - Considerations and Compliance for 2023Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS, and the latest and greatest revenue rulings applicable to both business and individual taxpayers. HighlightsThis session will cover these topics:
- Updated legislation, if applicable
- Business tax update
- Individual tax update
- Miscellaneous tax updates
- Crypto tax overview
Benefits
- Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
- Hear about timely developments, including proposed regulations and guidance.
- Formulate basic 2023 tax planning strategies for business and individual taxpayers.
Designed ForProfessionals and CPAs who need to know how tax law changes apply to their clients or their business. View Full Event Details |
| December 12, 2023 | 8:30-11:30 AM EST | | Federal Tax Update - Considerations and Compliance for 2023Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS, and the latest and greatest revenue rulings applicable to both business and individual taxpayers. HighlightsThis session will cover these topics:
- Updated legislation, if applicable
- Business tax update
- Individual tax update
- Miscellaneous tax updates
- Crypto tax overview
Benefits
- Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
- Hear about timely developments, including proposed regulations and guidance.
- Formulate basic 2023 tax planning strategies for business and individual taxpayers.
Designed ForProfessionals and CPAs who need to know how tax law changes apply to their clients or their business. View Full Event Details |
| December 15, 2023 | 8:30-11:30 AM EST | | Employee Retention Tax Credit | Cannabis Industry for AccountantsLearn about the employee retention credit (ERC) audit process and know what to expect if audited. Learn how CPA firms can serve the cannabis industry. HighlightsThe rising popularity of employee retention credit (ERC) audits is not something to overlook. In the first portion of this program, the speakers will share what they know about ERC audits and the audit process and provide an update on the market.
- Hear cases and gain insight from ERC specialists who have extensive experience with claims.
- Learn strategies to successfully resolve your IRS audit without adjustment.
The second portion of the program will address issues that professionals servicing the cannabis industry deal with on a regular basis such as the IRS, SEC, PCAOB and other compliance regulators as part of learning how to run a cannabis CPA practice, including:
- Valuation services for goodwill impairment
- Purchase price allocation
- Fair value determination of options, warrants, stock-based compensation and other illiquid securities
- Internal control SOX compliance and readiness
- International and national tax issues
- Merger and acquisition work
- Business workouts
- Financial statement audits
Benefits
- Be prepared for a potential ERC audit by knowing what to expect if audited.
- Understand the benefits of serving clients in the cannabis space.
Designed ForCPAs, in-house tax advisors, lawyers and Enrolled Agents View Full Event Details |
| December 22, 2023 | 1:00-4:00 PM EST | | Employee Retention Tax Credit | Cannabis Industry for AccountantsLearn about the employee retention credit (ERC) audit process and know what to expect if audited. Learn how CPA firms can serve the cannabis industry. HighlightsThe rising popularity of employee retention credit (ERC) audits is not something to overlook. In the first portion of this program, the speakers will share what they know about ERC audits and the audit process and provide an update on the market.
- Hear cases and gain insight from ERC specialists who have extensive experience with claims.
- Learn strategies to successfully resolve your IRS audit without adjustment.
The second portion of the program will address issues that professionals servicing the cannabis industry deal with on a regular basis such as the IRS, SEC, PCAOB and other compliance regulators as part of learning how to run a cannabis CPA practice, including:
- Valuation services for goodwill impairment
- Purchase price allocation
- Fair value determination of options, warrants, stock-based compensation and other illiquid securities
- Internal control SOX compliance and readiness
- International and national tax issues
- Merger and acquisition work
- Business workouts
- Financial statement audits
Benefits
- Be prepared for a potential ERC audit by knowing what to expect if audited.
- Understand the benefits of serving clients in the cannabis space.
Designed ForCPAs, in-house tax advisors, lawyers and Enrolled Agents View Full Event Details |
| January 12, 2024 | 8:30-11:30 AM EST | | Cryptocurrency Taxation: Trends, Topics and What CPAs Need to KnowThis session will present the current state of crypto taxes and well as trends and topics that are influencing the adoption of crypto. HighlightsBroaden your understanding of the key issues in crypto taxation and learn how to advise your crypto clients. This course will distill broader trends into actionable business intelligence. We will discuss specific examples of pending regulation and taxation changes. At the end of this session, additional resources will be provided to attendees who want to learn more.
Topics that will be covered include:
- Current and pending regulations driving change in the crypto sector
- Market update on developments and directions in the crypto sector
- Current crypto tax treatment and possible changes
- Examples of what to consider for certain crypto tax scenarios
Benefits
- Understand trends and developments in the crypto asset space.
- Be able to have proactive conversations with colleagues and clients around crypto issues.
- Navigate crypto taxes from a technical perspective as well as a client advisory perspective.
Designed ForAll CPAs and financial professionals View Full Event Details |
| January 19, 2024 | 1:00-4:00 PM EST | | Cryptocurrency Taxation: Trends, Topics and What CPAs Need to KnowThis session will present the current state of crypto taxes and well as trends and topics that are influencing the adoption of crypto. HighlightsBroaden your understanding of the key issues in crypto taxation and learn how to advise your crypto clients. This course will distill broader trends into actionable business intelligence. We will discuss specific examples of pending regulation and taxation changes. At the end of this session, additional resources will be provided to attendees who want to learn more.
Topics that will be covered include:
- Current and pending regulations driving change in the crypto sector
- Market update on developments and directions in the crypto sector
- Current crypto tax treatment and possible changes
- Examples of what to consider for certain crypto tax scenarios
Benefits
- Understand trends and developments in the crypto asset space.
- Be able to have proactive conversations with colleagues and clients around crypto issues.
- Navigate crypto taxes from a technical perspective as well as a client advisory perspective.
Designed ForAll CPAs and financial professionals View Full Event Details |
| April 26, 2024 | 8:30-11:30 AM EDT | | The Emotionally Intelligent Leader | Sparking Innovation via Design ThinkingExplore the process of "engaging" your employees and how leaders can better usher change in their organizations. Also, learn how adopting design thinking will improve your products, services and processes. HighlightsHelping Colleagues with Change
- Change seems to be constant, and employee engagement levels at many companies remain low (70 percent of employees are “not engaged” according to latest Gallup poll). Much of this can be attributed to how we engage people in change efforts. Too many organizations think it is mostly about engaging people intellectually and providing a good business case. This is important, but only gets people to show up to work. To get them to “fully engage” means leaders need to engage them emotionally and authentically. This session will explain an effective process for guiding employees to change.
Sparking Innovation Via Design Thinking
- Many people still think that innovation is the product of blind luck or putting some really creative people in a room. Design thinking shows us that there is structure to the innovation process, and it can be learned. Learn how to adopt design thinking to improve your products, services and processes.
Benefits
- Learn a language and process for understanding the change journey and how to frame it for others so they engage with the process.
- Understand how to identify change champions who can help facilitate the process.
- Know when to confront detractors who may be slowing/resisting the change.
- Learn a repeatable process for innovating and reengaging with clients.
- Discover how to foster better client relationships via empathy and engagement.
- Find out how to move projects to completion faster via rapid prototyping.
Designed For
- Accounting and finance professionals, regardless of title, who are or aspire to be future leaders and supervise employees
- HR and marketing leaders
View Full Event Details |
| May 3, 2024 | 1:00-4:00 PM EDT | | The Emotionally Intelligent Leader | Sparking Innovation via Design ThinkingExplore the process of "engaging" your employees and how leaders can better usher change in their organizations. Also, learn how adopting design thinking will improve your products, services and processes. HighlightsHelping Colleagues with Change
- Change seems to be constant, and employee engagement levels at many companies remain low (70 percent of employees are “not engaged” according to latest Gallup poll). Much of this can be attributed to how we engage people in change efforts. Too many organizations think it is mostly about engaging people intellectually and providing a good business case. This is important, but only gets people to show up to work. To get them to “fully engage” means leaders need to engage them emotionally and authentically. This session will explain an effective process for guiding employees to change.
Sparking Innovation Via Design Thinking
- Many people still think that innovation is the product of blind luck or putting some really creative people in a room. Design thinking shows us that there is structure to the innovation process, and it can be learned. Learn how to adopt design thinking to improve your products, services and processes.
Benefits
- Learn a language and process for understanding the change journey and how to frame it for others so they engage with the process.
- Understand how to identify change champions who can help facilitate the process.
- Know when to confront detractors who may be slowing/resisting the change.
- Learn a repeatable process for innovating and reengaging with clients.
- Discover how to foster better client relationships via empathy and engagement.
- Find out how to move projects to completion faster via rapid prototyping.
Designed For
- Accounting and finance professionals, regardless of title, who are or aspire to be future leaders and supervise employees
- HR and marketing leaders
View Full Event Details |
| May 10, 2024 | 8:30-11:30 AM EDT | | Accounting and Auditing Update |
| May 17, 2024 | 1:00-4:00 PM EDT | | Accounting and Auditing Update |