| September 4, 2026 | 9:00 AM-12:00 PM EDT | Special Tax Topics with Ed ZollarsStay up to date on the latest federal tax developments and emerging issues affecting tax practitioners. This webinar examines recent IRS guidance, legislation, and court decisions, with a focus on practical implications for compliance, tax planning, professional responsibility, and client advisory services. Gain insight into significant developments you need to know as you navigate the evolving federal tax landscape. Highlights
- IRS penalty relief and abatement opportunities, including the Automatic Penalty Relief program and First Time Abatement.
- Recent tax cases and rulings, including developments involving charitable contributions, refund claims, transferee liability and post-decision interest.
- New legislation and IRS guidance, including Trump Accounts, the qualified tip deduction and the new 2% floor for certain trust and estate deductions.
- Emerging trust, estate and charitable giving issues, including listed transactions involving CRATs and SPIAs and the evolving rules for charitable deductions.
- Generative AI and Circular 230, including professional responsibility, confidentiality, due diligence, written advice, billing and data security considerations.
Benefits
- Identify issues that could impact your clients and recognize opportunities or potential pitfalls before they become problems.
- Apply recent developments to your practice with a better understanding of how new rules, rulings and guidance may affect tax planning and compliance.
- Enhance your client conversations and advisory value by being prepared to address emerging tax issues and professional responsibilities.
Designed ForCPAs and tax practitioners View Full Event Details | Live Webcast |
| September 22, 2026 | 9:00 AM-12:00 PM EDT | Special Tax Topics with Ed ZollarsStay up to date on the latest federal tax developments and emerging issues affecting tax practitioners. This webinar examines recent IRS guidance, legislation, and court decisions, with a focus on practical implications for compliance, tax planning, professional responsibility, and client advisory services. Gain insight into significant developments you need to know as you navigate the evolving federal tax landscape. Highlights
- IRS penalty relief and abatement opportunities, including the Automatic Penalty Relief program and First Time Abatement.
- Recent tax cases and rulings, including developments involving charitable contributions, refund claims, transferee liability and post-decision interest.
- New legislation and IRS guidance, including Trump Accounts, the qualified tip deduction and the new 2% floor for certain trust and estate deductions.
- Emerging trust, estate and charitable giving issues, including listed transactions involving CRATs and SPIAs and the evolving rules for charitable deductions.
- Generative AI and Circular 230, including professional responsibility, confidentiality, due diligence, written advice, billing and data security considerations.
Benefits
- Identify issues that could impact your clients and recognize opportunities or potential pitfalls before they become problems.
- Apply recent developments to your practice with a better understanding of how new rules, rulings and guidance may affect tax planning and compliance.
- Enhance your client conversations and advisory value by being prepared to address emerging tax issues and professional responsibilities.
Designed ForCPAs and tax practitioners View Full Event Details | Webcast Replay |
| October 5, 2026 | 9:00 AM-12:00 PM EDT | Data Analytics in Action: Applications for Accounting and AuditingLearn practical ways Microsoft Copilot and AI can support data analytics in accounting and auditing, and explore approachable examples using Excel and other tools to analyze data, identify trends and insights, conduct research, and develop effective prompts to enhance analysis. Highlights
- Overview of AI applications for accounting and auditing professionals
- Data analysis in Excel, including working with financial and accounting data using Copilot
- AI-assisted analysis and interpretation of accounting and audit information
- Prompt development and effective use of data sources to support accounting, auditing and analytical tasks
Benefits
- Effectively analyze accounting and auditing data, identify trends and generate useful insights in Excel.
- Use AI to streamline research, analysis and routine accounting tasks.
- Develop clearer prompts and learn how to use supporting files and visual context to produce more targeted, relevant outputs.
Designed ForCPAs, accounting and finance professionals View Full Event Details | Live Webcast |
| October 26, 2026 | 1:00 PM-4:00 PM EDT | Data Analytics in Action: Applications for Accounting and AuditingLearn practical ways Microsoft Copilot and AI can support data analytics in accounting and auditing, and explore approachable examples using Excel and other tools to analyze data, identify trends and insights, conduct research, and develop effective prompts to enhance analysis. Highlights
- Overview of AI applications for accounting and auditing professionals
- Data analysis in Excel, including working with financial and accounting data using Copilot
- AI-assisted analysis and interpretation of accounting and audit information
- Prompt development and effective use of data sources to support accounting, auditing and analytical tasks
Benefits
- Effectively analyze accounting and auditing data, identify trends and generate useful insights in Excel.
- Use AI to streamline research, analysis and routine accounting tasks.
- Develop clearer prompts and learn how to use supporting files and visual context to produce more targeted, relevant outputs.
Designed ForCPAs, accounting and finance professionals View Full Event Details | Webcast Replay |
| November 16, 2026 | 9:00 AM-12:00 PM EST | Maximizing Your Retirement: Taxes, Social Security and Long-Term CareAre you and your clients making the most of retirement income or leaving valuable opportunities on the table? Discover strategies to maximize Social Security benefits, reduce unnecessary taxes and make informed decisions about Medicare and retirement savings. HighlightsLearn how to help your pre-retiree and retiree clients make more informed retirement decisions by exploring the critical roles of tax planning, Social Security optimization and long-term care preparation. Learn strategies to help reduce unnecessary taxes, maximize lifetime retirement income, avoid costly Social Security mistakes and better protect savings, loved ones and legacy. Topics will include:
Social Security
- Basic rules governing Social Security
- A review of spousal, survivor, child, divorce and other important rules
- Specific strategies available to maximize eligible Social Security benefits
- Strategies to minimize the taxation of Social Security benefits
- The impact of the One Big Beautiful Bill on Social Security
- The impact of the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)
Long-Term Care
- What’s long-term care and why planning ahead is essential
- Who actually pays for long-term care and common misconceptions about Medicare, Medicaid and health insurance
- Strategies to protect your retirement savings from the potentially high costs of long-term care
- Long-term care planning options, including insurance solutions and self-funding
- Practical planning tools to help preserve assets, independence and legacy
Taxes in Retirement
- Social Security taxation
- Required minimum distributions (RMDs)
- Medicare premiums
- Tax-efficient withdrawal strategies
- Common retirement tax pitfalls
BenefitsLearn how to proactively protect finances and legacy from the potential impact of long-term care costs while building a more secure retirement future. Designed ForCPAs, Attorneys, and Financial Advisors View Full Event Details | Live Webcast |
| November 30, 2026 | 1:00 PM-4:00 PM EST | Maximizing Your Retirement: Taxes, Social Security and Long-Term CareAre you and your clients making the most of retirement income or leaving valuable opportunities on the table? Discover strategies to maximize Social Security benefits, reduce unnecessary taxes and make informed decisions about Medicare and retirement savings. HighlightsLearn how to help your pre-retiree and retiree clients make more informed retirement decisions by exploring the critical roles of tax planning, Social Security optimization and long-term care preparation. Learn strategies to help reduce unnecessary taxes, maximize lifetime retirement income, avoid costly Social Security mistakes and better protect savings, loved ones and legacy. Topics will include:
Social Security
- Basic rules governing Social Security
- A review of spousal, survivor, child, divorce and other important rules
- Specific strategies available to maximize eligible Social Security benefits
- Strategies to minimize the taxation of Social Security benefits
- The impact of the One Big Beautiful Bill on Social Security
- The impact of the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)
Long-Term Care
- What’s long-term care and why planning ahead is essential
- Who actually pays for long-term care and common misconceptions about Medicare, Medicaid and health insurance
- Strategies to protect your retirement savings from the potentially high costs of long-term care
- Long-term care planning options, including insurance solutions and self-funding
- Practical planning tools to help preserve assets, independence and legacy
Taxes in Retirement
- Social Security taxation
- Required minimum distributions (RMDs)
- Medicare premiums
- Tax-efficient withdrawal strategies
- Common retirement tax pitfalls
BenefitsLearn how to proactively protect finances and legacy from the potential impact of long-term care costs while building a more secure retirement future. Designed ForCPAs, Attorneys, and Financial Advisors View Full Event Details | Webcast Replay |
| December 7, 2026 | 9:00 AM-12:00 PM EST | AI Foundations for CPAsThis session will strip away the hype surrounding artificial intelligence (AI) and ground you in what these tools actually do, where they fail and why CPAs are uniquely positioned to use them well. Highlights
- The AI landscape in accounting
- How AI actually works — no tech degree required
- Prompt literacy: Your first AI skill
- Use case audit: Where does AI fit in your work?
- Ethics, compliance and client trust
Benefits
- Understand how large language models generate outputs and why they sometimes get things wrong.
- Hear about high-value and high-risk use cases for AI in accounting and finance.
- Learn how to write effective prompts using a structured approach.
- Understand key ethical and compliance considerations for AI use in financial contexts.
Designed ForCPAs and accounting professionals View Full Event Details | Live Webcast |
| December 17, 2026 | 1:00 PM-4:00 PM EST | AI Foundations for CPAsThis session will strip away the hype surrounding artificial intelligence (AI) and ground you in what these tools actually do, where they fail and why CPAs are uniquely positioned to use them well. Highlights
- The AI landscape in accounting
- How AI actually works — no tech degree required
- Prompt literacy: Your first AI skill
- Use case audit: Where does AI fit in your work?
- Ethics, compliance and client trust
Benefits
- Understand how large language models generate outputs and why they sometimes get things wrong.
- Hear about high-value and high-risk use cases for AI in accounting and finance.
- Learn how to write effective prompts using a structured approach.
- Understand key ethical and compliance considerations for AI use in financial contexts.
Designed ForCPAs and accounting professionals View Full Event Details | Webcast Replay |
| December 21, 2026 | 9:00 AM-12:00 PM EST | Federal Tax Update for 2027 | Live Webcast |
| January 8, 2027 | 1:00 PM-4:00 PM EST | Federal Tax Update for 2027 | Webcast Replay |
| January 12, 2027 | 9:00 AM-12:00 PM EST | Wealth Management | Live Webcast |
| January 28, 2027 | 1:00 PM-4:00 PM EST | Wealth Management | Webcast Replay |
| April 27, 2027 | 9:00 AM-12:00 PM EDT | Building a Systems Driven Firm | Live Webcast |
| May 4, 2027 | 1:00 PM-4:00 PM EDT | Building a Systems Driven Firm | Webcast Replay |
| May 10, 2027 | 9:00 AM-12:00 PM EDT | Accounting & Auditing Update | Live Webcast |
| May 25, 2027 | 1:00 PM-4:00 PM EDT | Accounting & Auditing Update | Webcast Replay |