August 1, 2023 -
December 31, 2023
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September 14, 2023 -
September 14, 2023
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September 26, 2023 -
September 26, 2023
Join the Financial Planning Networking Group for a discussion on Medicare costs in retirement.
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September 28, 2023 -
September 28, 2023
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September 28, 2023 -
September 28, 2023
Learn how to better optimize your healthy habits during your busy time(s) of year!
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October 17, 2023 -
October 17, 2023
Join the Financial Planning Networking Group for a discussion on financial stability while dealing with higher-than-normal inflation.
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November 1, 2023 -
November 2, 2023
In Person & Virtual
Professional women who are interested in enhancing their careers and personal and professional networks. |
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November 9, 2023
In this course, we review current year developments and planning ideas affecting individual, corporate, and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2023 tax return preparation and 2023 tax planning for individuals, corporations, and non-corporate businesses.
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November 13, 2023 -
November 15, 2023
In Person & Virtual
CPAs and other financially-minded professionals working in industry and public practice. |
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November 13, 2023 -
November 15, 2023
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November 13, 2023 -
November 15, 2023
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November 29, 2023 -
November 29, 2023
This course will ensure tax advisers are fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This course is designed for all practitioners who need the latest information on tax changes. This course will help you understand the latest enacted tax law changes, strategies and techniques to use in light of tax changes and current cases and rulings affecting individuals and businesses.
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December 4, 2023
Virtual
CPAs and other accounting and finance professionals wanting to better understand the benefits of how technology and innovation can support business. |
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December 6, 2023
In Person & Virtual
CPAs and other accounting and finance professionals who practice in tax and want to enhance their skills and knowledge. |
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December 6, 2023 -
December 6, 2023
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December 7, 2023 -
December 7, 2023
In this course, we review current year developments and planning ideas affecting individual, corporate, and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2023 tax return preparation and 2023 tax planning for individuals, corporations, and non-corporate businesses.
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December 11, 2023 -
December 12, 2023
Virtual
CPAs and other accounting and finance professionals wanting a better understanding and to enhance their skills of technology related to the profession. |
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December 11, 2023 -
December 12, 2023
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December 18, 2023
In this course, we review current year developments and planning ideas affecting individual, corporate, and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2023 tax return preparation and 2023 tax planning for individuals, corporations, and non-corporate businesses.
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January 4, 2024
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 2023 Individual Income Tax planning and return preparation.
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January 5, 2024
Using a combination of humor and examples, we will focus on tax developments that affect 2023 Income Tax return preparation and 2023 Income Tax planning for businesses.
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May 20, 2024 -
May 23, 2024
CPAs, Contollers, Finance Managers, Accountants and every person involved in the strategic decision making of their practice or business. |
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