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Events

Agentic AI for CPAs: Automate Workflows with Intelligence (NEW) - 12/18/2026 - Live Stream
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your...
Pat Garverick's Federal Tax Update: Individual and Business - 12/18/2026 - Live Stream
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners,...
Improving Productivity with Microsoft 365/Office 365 Cloud Applications (NEW) - 12/21/2026 - Live Stream
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams,...
Succession Planning for the Small Business Owner: Finding the Exit Ramp (IRS) - 12/21/2026 - Live Stream
The small business's life cycle can be summed up in three segments: 1) starting the business, 2) operating the business, and 3) getting out of the business. Focus on getting out of the business. The most elusive element of owning a small business...
Staff Tax Training: Partnerships & LLCs (Form 1065) - 12/21/2026 - Live Stream
Understand the Federal income tax laws applicable to partnerships, limited liability companies (LLCs) and limited liability partnerships (LLPs) and their owners. The cornerstone of this course is the integration of the most recent tax laws and...
Staff Tax Training: Individuals (Form 1040) - 12/21/2026 - Live Stream
Understand Federal income tax laws applicable to individuals.  The cornerstone of this course is the integration of the most recent tax laws and theories to real world case scenarious and the preparation and/or review of the IRS tax forms...
Engagement and Client Retention Best Practices - 12/22/2026 - Live Stream
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Explore actions accounting and finance professionals can take...
Managing Current Fraud Trends in a Shifting Environment - 12/22/2026 - Live Stream
As our business environment shifts, so do trends with fraud schemes and perpetrators. Review the latest information on identifying and mitigating shifting fraud risks in any entity.
LIVE STREAM: Tax Technology: Gearing Up for Your Best Busy Season - 12/23/2026 - Live Stream
Staff Tax Training: S Corporations (Form 1120S) - 12/28/2026 - Live Stream
Understand the Federal income tax laws applicable to S corporations and their shareholders. The cornerstone of this course is the integration of the most recent tax laws and theories to real world case scenarios and the preparation and/or...

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