CPE & Event Catalog
One Big Beautiful Bill Act: What’s in the FINAL Version and How to Plan for It WEBCAST
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Your Desk
2.0 Credits
The Tax Cuts and Jobs Act Extension, signed into law on July 4th, marks the most significant piece of tax legislation in the past eight years. In this timely and in-depth course, Greg and George will break down the key provisions and offer practical planning strategies to help you navigate the changes with confidence. New deductions for overtime and tip income The introduction of a car loan interest expense deduction An increased state and local tax (SALT) itemized deduction—with important nuances and limitations The new phase-out of itemized deductions (less restrictive than the previous "Pease" limitation) Updates to Section 199A QBID deductions Retroactive changes to bonus depreciation with planning opportunities Excess business losses Deductibility of the pass-through entity tax (PTET) Permanent extensions of individual tax rates and their impact on tax planning Changes to the standard deduction Employer-provided meals Estate and gift tax strategies The repeal of the clean vehicle credit
Social Security and Medicare: Planning for You and Your Clients WEBCAST
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Your Desk
8.0 Credits
Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.
Farm Tax Conference 2025 IN PERSON
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Kennewick
8.0 Credits
Tax updates, court rulings, and income tax law changes SECURE 2.0 and Inflation Reduction Act impacts Tax planning for land ownership and related-party transactions Essential tips on farm deductions, income deferral, and tax planning
Maximizing Your Social Security Benefits WEBCAST
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Your Desk
4.0 Credits
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Not-For-Profit Conference 2025
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Bellevue
16.0 Credits
Comprehensive FASB updates. The evolving landscape of the IRS as it relates to tax-exempt organizations. The latest economic trends. A deep-dive into the complexities of state & local taxation.
Member Exclusive: Beyond the Basics: Building Your Network for Your Best Clients WEBINAR
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Your Desk
1.0 Credits
Strengthen your professional network.
Prix Fixe: Latest Development in International Tax WEBINAR
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Your Desk
1.0 Credits
New regulations, treaties, and compliance requirements.
Strategies in Charitable Giving: Financial and Estate Planning Techniques WEBCAST
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Your Desk
8.0 Credits
Charitable gift annuities and their use in planning. Life insurance mechanisms for charitable giving. Charitable remainder trusts (CRATs and CRUTs). Charitable lead trusts and advanced planning strategies. Role of community and private foundations in charitable planning. Retirement plan gifts. including IRAs for charitable donations. Donor-advised funds and pooled income funds. Testamentary gifts and their strategic significance. Conservation and fa‡ade easements. Supporting organizations and their role in charitable planning.
Member Exclusive: Understanding Future CPAs: Competency Trends, Education Pathways, and Workforce Readiness WEBINAR
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Your Desk
1.0 Credits
Actionable insights into the evolving expectations of new professionals.
Prix Fixe: Working with AI: How to Get Along with an Artificial Coworker WEBINAR
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Your Desk
1.0 Credits
Engaging AI effectively and responsibly.
Prix Fixe: 2025 Single Audit Update WEBINAR
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Your Desk
1.0 Credits
The 2025 Compliance Supplement. Common audit deficiencies found in Single Audits.
Advanced Integrated Planning: Mastering Estate, Financial, and Asset Protection Strategies WEBCAST
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Your Desk
4.0 Credits
Contemporary estate and gift tax landscape. Domicile considerations in estate and financial planning. Life insurance trust dynamics and tax implications. Transfers to split-interest trusts and associated tax considerations. Qualified personal residence trusts: benefits and challenges. Grantor retained trust arrangements and planning techniques. Charitable trust strategies and their complexities. Family limited partnerships: structure and benefits. Intentionally defective grantor trusts and their potential.
Member Exclusive: Practical Productivity Tips for the Busy Professional WEBINAR
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Your Desk
1.0 Credits
Tools and techniques to help busy professionals stay organized and focused.
Farm Tax Conference 2025 WEBCAST
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Your Desk
8.0 Credits
Tax updates, court rulings, and income tax law changes SECURE 2.0 and Inflation Reduction Act impacts Tax planning for land ownership and related-party transactions Essential tips on farm deductions, income deferral, and tax planning
Prix Fixe: How to Prepare for an Audit WEBINAR
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Your Desk
1.0 Credits
The ever-evolving landscape of audit preparedness.
Member Exclusive: Building Strengths Based Culture WEBINAR
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Your Desk
1.0 Credits
Actionable strategies for fostering engagement, productivity, and leadership growth.
Prix Fixe: How to Read Wills and Trust Documents WEBINAR
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Your Desk
1.0 Credits
Essential elements of reading wills and trust documents.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
OBBBA – Key International Tax Provisions WEBCAST
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Your Desk
1.0 Credits
International Tax Updates
Member Exclusive: AI in Fraud Detection WEBINAR
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Your Desk
1.0 Credits
The challenges of implementation, the risks and benefits of AI in fraud schemes, and critical updates on AI legislation.