CPE Catalog & Events

  Federal Tax Update & Business Tax Update with George and Greg: Stay ahead of the curve as Greg White and George Koutelieris, two of the most respected voices in tax, provide critical updates and insights into the ever-changing federal tax regulations along with the latest developments in business tax. This session will cover essential changes and strategies that CPAs need to stay compliant and advise their clients effectively in today's dynamic tax landscape. Enjoy a full 100 minutes of expert content from George and Greg, packed with actionable insights and updates you won’t want to miss! Inside the IRS: Navigating Tax Controversies with Chuck Rettig: Gain insider knowledge from former IRS Commissioner Chuck Rettig as he shares strategies to tackle audits, disputes, and complex tax issues, and helps you navigate the evolving challenges of IRS tax controversies. Mitigating Legal Exposure: Identifying Hidden Risks in Client Advisory with Derek Jarski: Learn how to identify and address hidden issues that can escalate into costly legal problems, ensuring your clients are protected and your advisory skills are sharpened. Understanding Estate Planning with Avery Frank: Dive deep into lifetime and testamentary strategies tailored for estates valued between $3 million and $15 million, equipping you with the knowledge to offer strategic estate planning advice. Strategic Insights into 1031 Exchanges with Mary Foster: Uncover the intricacies of 1031 exchanges and learn how to leverage this powerful tool to optimize real estate portfolios and defer capital gains taxes. 529 Plans: Dream Ahead and Maximize Tax Savings for Education: Learn about the 529 updates with Andrea Michaels, AAMS, CRPC of Edward Jones. Join Sam Mansour on Achieving Work/Life Balance in a Demanding CPA Environment (Tedx Spokane): In the fast-paced world of accounting, maintaining a healthy work/life balance is essential for long-term success and well-being. You'll discover the importance of balance for personal and professional growth. This session will equip you with practical strategies to manage time effectively, reduce stress, and prioritize your personal life while meeting the demands of your CPA role. By the end, you'll develop a personalized plan to sustain high performance, prevent burnout, and achieve greater satisfaction in both your career and personal life. Nexus Rules: What Every CPA Should Know: Mike Roben will provide essential insights into the ever-evolving landscape of state tax nexus rules. In this session, you'll explore the complexities of nexus laws, understand how they apply to businesses operating across state lines, and learn practical strategies for compliance. Whether you're advising clients or managing your own firm's tax obligations, this session will equip you with the knowledge to navigate sales and income tax nexus, avoid common pitfalls, and stay ahead of regulatory changes. Perfect for CPAs looking to strengthen their expertise in multi-state taxation! Breakout Session with KBKG: Tangible Property Regulations or Research and Development Credit: Dive into the intricacies of tangible property regulations and how they impact businesses. This session will provide clarity on the latest IRS guidelines, helping CPAs navigate capital versus expense decisions, compliance with safe harbor rules, and the overall impact on tax planning strategies. Or choose to join KBKG for another session as they explore the ins and outs of the Research and Development Tax Credit. This session will break down eligibility requirements, recent updates, and strategies to maximize benefits. The Chevron Ruling: Redefining Tax Compliance and Planning: This session will provide an in-depth analysis of the far-reaching implications of the landmark Chevron decision on tax compliance and planning strategies. This session will cover how the ruling impacts regulatory interpretation, the role of administrative agencies in tax law, and the new challenges it poses for CPAs and tax professionals. Attendees will gain valuable insights into how to adapt their tax strategies to remain compliant and leverage the changes for future planning. Don't miss this opportunity to stay ahead of evolving tax regulations and ensure your advisory services are aligned with the latest legal standards. Check back for agenda updates as sessions are confirmed!