Professional Development and Event Catalog

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The circled number on the tabs below indicate the number of programs that match your search in each medium. Click on the tabs to find the perfect program! Prefer a PDF?  Download the Spring/Summer Professional Development Catalog. 

Showing 75 Seminars & Conferences Results

The Complete Trust Workshop

Wednesday, December 14th, 9:00am - 4:30pm

Online

8.00 Credits

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans, as the SECURE Act eliminated the popular "stretch IRA" estate planning strategy.

Reviewing Partnership Tax Returns: What are you Missing?

Thursday, December 15th, 8:45am - 12:15pm

Online

4.00 Credits

The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

Reviewing S Corporation Tax Returns: What are you Missing?

Thursday, December 15th, 12:45pm - 4:30pm

Online

4.00 Credits

The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

CFO - Fine Tune Your Finances

Friday, December 16th, 8:30am - 4:30pm

Online

8.00 Credits

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an complete entire year of CPE with a single decision. Each day consist of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presenation and an interactive, executive level colleague-to-colleague approach with case studies, group disussions, and team exercises.

Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

Friday, December 16th, 9:00am - 12:30pm

Online

4.00 Credits

Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With three major Acts passed in the span of less than 18 months, the present course will constitute a one-stop "shop" that brings you the essential individual tax information as selected from the CARES Act, Consolidated Appropriations Act, and American Rescue Plan Act. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

Update on the AICPA's New Ethics and Quality Control Standards

Friday, December 16th, 1:00pm - 4:30pm

Online

4.00 Credits

Quality and ethics are the hallmark characteristics of the accounting profession. It is our responsibility as CPAs to have a firm understanding of our professional responsibilities in these two key areas. Recently enacted and proposed updates to the AICPA Code of Professional Conduct (Code) and Quality Management standards represent significant changes in how we govern ourselves and our firms as CPAs. This course will cover the details of the enacted and proposed changes to the Code, especially those impacted our communication of noncompliance with laws and regulations, and other changes which will impact our independence. Next, the course will review the new quality management standards proposed by the AICPA, which will represent a significant change in how firms design and deploy their processes which ensure engagement quality and compliance with the Code. In this period of great change, this course will give you the information which you need to move forward in this new era.

The Complete Guide to Payroll Taxes and 1099 Issues

Monday, December 19th, 9:00am - 4:30pm

Online

8.00 Credits

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.

Predicting the Future

Tuesday, December 20th, 8:30am - 4:30pm

Online

8.00 Credits

We all make predictions in our professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expecations about the future. How can we use best practices and current research to improve our ability to predict the future?

Real Estate Tax Boot Camp

Tuesday, December 20th, 9:00am - 4:30pm

Online

8.00 Credits

This course is a "deep dive" into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact the Tax Cuts and Jobs Act continues to have on the real estate industry, as well as the impact of COVID-19.

Advanced Individual Income Tax Workshop

Monday, January 9th, 8:30am - 4:30pm

Rocky Hill

8.00 Credits

In this Course, We Review: Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect 2022 Individual Income Tax Planning And Return Preparation.

Advanced Individual Income Tax Workshop - Online

Monday, January 9th, 8:30am - 4:30pm

Online

8.00 Credits

In this Course, We Review: Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect 2022 Individual Income Tax Planning And Return Preparation.

Advanced Corporate Income Tax Workshop

Tuesday, January 10th, 8:30am - 4:30pm

Rocky Hill

8.00 Credits

sing a Combination of Humor and Examples, We Will Focus on Tax Developments that Affect 2022 Income Tax Return Preparation and 2022 Income Tax Planning for Businesses.

Advanced Corporate Income Tax Workshop - Online

Tuesday, January 10th, 8:30am - 4:30pm

Online

8.00 Credits

Using a Combination of Humor and Examples, We Will Focus on Tax Developments that Affect 2022 Income Tax Return Preparation and 2022 Income Tax Planning for Businesses.

Preparing Individual Tax Returns for New Staff and Paraprofessionals

Wednesday, January 11th, 9:00am - 4:30pm

Online

8.00 Credits

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

Thursday, January 12th, 9:00am - 4:30pm

Online

8.00 Credits

The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for the more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions, including those of CARES Act, Tax Relief Act, ARPA as they specifically apply to Forms 1065 and 1120S. Very importantly, this course covers the concepts behind the newly enacted transactional method for partnerships, 'behind-the-scenes' reconciliations and hands-on examples of presenting reporting partners' capital accounts per these provisions.