MATERIALSThis conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more...
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program...
Trump Accounts, created under OBBBA, are a new and evolving savings vehicle. Recent guidance, including Notice 2025-68 and proposed regulations, clarifies how these accounts are established and administered. This program provides a practical...
Fraud is prevalent – especially since COVID-19 relief packages passed by legislatures worldwide opened the till. The overwhelming majority of fraud cases are never publicized. In this course, we will build on our knowledge of why people commit...
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals...
As you know, the use of generative AI is on the rise, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity? In this seminar, you’ll learn how to use ChatGPT to streamline your workload,...
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made, or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited...
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...
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching &...
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning...
