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Events

Live Stream: Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues - 11/19/2025 - Live Stream
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to understand of the complex legal, tax, and health care issues associated with all aspects of employment. Receive...
Live Stream: Introduction to Excel Data Analytics, Accelerated by ChatGPT (NEW) - 11/19/2025 - Live Stream
Unlock the potential of Excel for advanced data analytics in this four-hour course, "Introduction to Excel Data Analytics Accelerated by ChatGPT." This training program dives into Excel data tools and features like Power Query, Power Pivot, and...
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 - Wednesday Only - 11/19/2025 - Live Stream
LIVE STREAM: 2025 Business and Industry Conference - 11/19/2025 - Live Stream
MATERIALS:This 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...
LIVE STREAM: 2025 Business and Industry Conference - Thursday Only - 11/20/2025 - 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...
Live Stream: Surgent's Federal Tax Update (IRS) - 11/21/2025 - Live Stream
New legislation results in significant changes for businesses and individual clients. Tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. Address...
Live Stream: Navigating the AI Landscape: An Introduction to Generative AI and ChatGPT for Accounting Professionals (NEW) - 11/21/2025 - Live Stream
Learn how to use ChatGPT to streamline your workload, save time, and boost your overall efficiency. Say goodbye to tedious data entry and hello to lightning-fast responses and analysis. As with any new technology, there are also risks and...
Navigating the AI Frontier Series 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...

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