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Events

Live Stream:Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (IRS) - 11/11/2025 - Live Stream
As long as LLCs, partnerships, and S corporations form the backbone of many CPA practices, in-depth knowledge of all tax aspects of these entities will be essential. Focus on planning issues in creating, operating and liquidating S corporations,...
Live Stream: K2's Advanced Excel - 11/11/2025 - Live Stream
Experienced Excel users seeking to elevate their skills will benefit from over twenty-five years of experience delivering Excel training to accountants and other business professionals. As a result, this session's content will be both timely and...
Live Stream: K2's Next Generation Excel Reporting - 11/13/2025 - Live Stream
Learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Explore how to incorporate tools such as Key Performance Indicators,...
Live Stream: Don Farmer's 2025 Federal Tax Update (CFP)(IRS) - 11/13/2025 - Live Stream
Review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. Emphasis will focus on all major new tax legislation and other significant tax...
Live Stream: Maximizing Your Social Security Benefits - 11/18/2025 - Live Stream
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 Social Security with other retirement and estate planning objectives. Review...
Live Stream: The Complete Trust Workshop (IRS)(CFP) - 11/19/2025 - Live Stream
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
LIVE STREAM: 2025 Business and Industry Conference - 11/19/2025 - Live Stream
Live Stream: Estate and Life Planning Issues for the Middle-Income Client (CFP)(IRS) - 11/20/2025 - Live Stream
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs working with middle-income clients...
Navigating the AI Frontier Seires for CPAs: Generative AI in Practice: Boost Efficiency and Profitability (NEW) - 11/21/2025 - Live Stream
Unlock the potential of generative AI to streamline accounting, auditing, tax compliance, and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into...
Live Stream: Winning the Fraud Battle in the Digital Age: Prevention and Detection - 11/24/2025 - Live Stream
Our goal is to reduce the overall risk of fraud. We will focus on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity, ethics, and how people may react in certain situations. We will also touch...

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