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Events

The Best Federal Tax Update Course by Surgent - 1/6/2020 - Rocky Hill
In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be...
How to Settle a Client's Estate - 1/7/2020 - Rocky Hill
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to...
How to Settle a Client's Estate (Livestream) - 1/7/2020 -
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to...
Preparing Individual Tax Returns for New Staff and Para-Professionals (Livestream) - 1/8/2020 -
The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received...
Preparing Individual Tax Returns for New Staff and Para-Professionals - 1/8/2020 - Rocky Hill
The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received...
Surgent's Advanced Individual Income Tax Return Issues (Livestream) (Canceled due to inclement weather) - 1/9/2020 -
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This...
Surgent's Advanced Individual Income Tax Return Issues (Canceled due to inclement weather) - 1/9/2020 - Rocky Hill
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This...
Advanced Individual Income Tax Workshop - 1/13/2020 - Plantsville
In this course, we'll review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2019 individual income tax return preparation and planning....
Advanced Individual Income Tax Workshop (Livestream) - 1/13/2020 -
In this course, we'll review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2019 individual income tax return preparation and planning....
Advanced Individual Income Tax Workshop - 1/16/2020 - Trumbull
In this course, we'll review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2019 individual income tax return preparation and planning....