2025 Tax Changes and Year-end Planning Opportunities Webinar- Dec. 18, 2025 (Live Webcast) | Dec. 26, 2025 (Live Webcast) | Jan. 7, 2026 (Live Webcast)
- This program covers tax planning developments in 2025 that are relevant to accounting and finance professionals and their clients. Most of the 2025 planning opportunities we discuss are the result of changes in the tax law brought about by the One Big Beautiful Bill Act (OBBBA).
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2025 Tax Update for Client Advisory Services- Jan. 8, 2026 (Live Webcast) | Feb. 26, 2026 (Live Webcast) | Mar. 10, 2026 (Live Webcast) | Apr. 23, 2026 (Live Webcast)
- Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law.
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Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs- Jan. 6, 2026 (Live Webcast) | Jan. 21, 2026 (Live Webcast)
- As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning i...
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Introduction to Charitable Gifting for Individual Taxpayers |
Introduction to Required Minimum Distributions- Jan. 6, 2026 (Live Webcast) | Feb. 6, 2026 (Live Webcast) | Mar. 9, 2026 (Live Webcast) | Apr. 9, 2026 (Live Webcast)
- Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them.
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Tax Planning for Rental Real Estate- Jan. 23, 2026 (Live Webcast) | Feb. 18, 2026 (Live Webcast) | Mar. 23, 2026 (Live Webcast) | Apr. 30, 2026 (Live Webcast)
- The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments.
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Tax Research |
Tax Research - Intermediate Concepts- Dec. 16, 2025 (Live Webcast) | Jan. 6, 2026 (Live Webcast) | Feb. 20, 2026 (Live Webcast) | Mar. 30, 2026 (Live Webcast) | Apr. 10, 2026 (Live Webcast)
- Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently ...
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Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings- Dec. 22, 2025 (Live Webcast) | Jan. 15, 2026 (Live Webcast) | Feb. 10, 2026 (Live Webcast)
- Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how ...
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