About our courses

This course will address the most recent tax legislation, rulings and developments that will impact both the business and individual taxpaying client. The course is designed to prepare the practitioner for the upcoming filing season and provide useful strategies to assist in the tax preparation process.

This program addresses the most recent legislative, rulings and developments affecting individual taxpayers and will provide practitioners with a timely and comprehensive update for the upcoming tax season.

This program addresses the most recent legislation, rulings and key developments affecting business taxpayers and will provide practitioners with a comprehensive update for the upcoming tax season.

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. 

Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!

This program will address the most recent updates on tax depreciation resulting from the TCJA and OBBBA, highlighting new capitalization and depreciation rules. Planning opportunities and potential pitfalls will also be addressed.

This program addresses the critical issues and special opportunities facing S corporations, with a focus on the new IRS guidelines on shareholder stock and loan basis reporting. The impact of recent legislation on the tax structure of S and C corporations will be also be addressed. 

This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, with a focus on reporting tax basis capital accounts.

This program will explain the rules for deducting travel, meals and entertainment expenses and the disallowance of business entertainment expenses. Documentation requirements and planning opportunities related to travel, entertainment, and automobile expenses will also be addressed.

This program addresses the recent changes imposed by recent tax legislation that real estate owners and investors need to know, including Section 199A, the Section 163(j) interest expense limits and the opportunity to elect out. Opportunity zones will be introduced and other important issues will also be addressed.

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts. Learn what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. 

This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. 

This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. 

Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships, LLCs and S Corporations is rarely discussed. This course examines the proper financial accounting for these tax driven entities.

Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs is rarely discussed. This course examines the proper financial accounting for these tax driven entities.

Although they are the most common entities for small and mid-sized business, financial (book) accounting for S corporations is rarely discussed. This course examines the proper financial accounting for these tax driven entities.

This course will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. 

Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. 

This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. Best practices and guidance provided by the AICPA’s Code of Professional Conduct will be discussed.

The SSTS are tax standards that apply to all members who provide tax services and provide the framework for the AICPA ethical guidance for tax practitioners. This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024.