Virtual Seminar Dates

Looking for our 1 to 2 hour
live webinars?

Fall Topical Income Tax Update

Wednesday, September 20, 2023

Presenters

Larry Johnson, Kristy Maitre

Time

9:00 am – 5:30 pm ET

Date: Wednesday, September 20, 2023
CPE credits: 8
Time: 9:00 am – 5:30 pm
Ethics:
YH1DR-E-00273-23-O
Federal Tax Law Topics/Federal Tax Related Matters:
YH1DR-T-00271-23-O
Federal Tax Law Update:
YH1DR-U-00268-23-O
Presenters: Larry Johnson, Kristy Maitre

Hours Pricing
Fall Topical Income Tax Update $239
Year-End Update $279
Both Fall & Year-End Sessions $399

Overview of New Tax Law: Updates: Let’s kick off with an overview of IRS rulings and pronouncements as well as any new laws enacted in 2022. We’ll review recent tax law changes and how they may affect individuals and businesses. Topics may include changes to deductions, credits, tax rates, and more.

Secure Act 2.0 Update: Attendees will learn about the key provisions of Secure Act 2.0, including changes to retirement savings, tax credits for small businesses, and new rules for inherited retirement accounts. We will cover how Secure Act 2.0 interacts with other tax laws and regulations and provide strategies for minimizing tax liabilities while maximizing retirement savings. Additionally, attendees will learn about compliance requirements and reporting obligations related to the new law.

Conversion from Sched C to S Corporation: We’ll provide in-depth guidance on the process, benefits, and implications of converting from a sole proprietorship to an S Corporation. Attendees will gain a comprehensive understanding of the tax advantages and potential savings that come with converting to an S Corporation. Participants will also learn about the legal and operational considerations involved in the conversion process

Ethics: This ethics class is designed specifically for tax professionals and covers the various ethical challenges that may arise in the tax industry. Through case studies and real-world scenarios, attendees will explore issues such as conflicts of interest, confidentiality, and professional responsibility. The class will provide practical guidance on how to navigate ethical dilemmas and maintain the highest standards of integrity in their tax practice.

1099K: Want to deepen your understanding of the 1099-K form and its tax implications? Attendees will explore the purpose of the 1099-K, how it differs from other tax forms, and the tax reporting requirements associated with it. We’ll provide practical guidance on how to accurately report income and deductions related to the 1099-K, as well as tips for avoiding common errors and penalties.

Gig Economy: Attendees will explore the various tax issues facing independent contractors and gig workers, including tax reporting requirements, deductions, and credits. Through case studies and practical examples, the seminar will provide attendees with the tools they need to navigate the complex tax landscape of the gig economy.

Energy Tax Credit: Attendees will explore recent changes to energy tax credits and how they affect taxpayers. Through case studies and practical examples, the seminar will provide attendees with the tools they need to accurately identify and claim energy tax credits for their clients, as well as avoid common errors and pitfalls.

Ask the Expert: Let’s enhance the live interaction and give you the opportunity to ask questions of our panel of experts. Whether you want to revisit a complicated example, need clarity on a tax form, or something else, we can dive deeper and provide additional guidance.

 

Friday, September 22, 2023

Presenters

Larry Johnson, Kristy Maitre

Time

9:00 am – 5:30 pm ET

Date: Friday, September 22, 2023
CPE credits: 8
Time: 9:00 am – 5:30 pm
Ethics:
YH1DR-E-00273-23-O
Federal Tax Law Topics/Federal Tax Related Matters:
YH1DR-T-00271-23-O
Federal Tax Law Update:
YH1DR-U-00268-23-O
Presenters: Larry Johnson, Kristy Maitre

Hours Pricing
Fall Topical Income Tax Update $239
Year-End Update $279
Both Fall & Year-End Sessions $399

Overview of New Tax Law: Updates: Let’s kick off with an overview of IRS rulings and pronouncements as well as any new laws enacted in 2022. We’ll review recent tax law changes and how they may affect individuals and businesses. Topics may include changes to deductions, credits, tax rates, and more.

Secure Act 2.0 Update: Attendees will learn about the key provisions of Secure Act 2.0, including changes to retirement savings, tax credits for small businesses, and new rules for inherited retirement accounts. We will cover how Secure Act 2.0 interacts with other tax laws and regulations and provide strategies for minimizing tax liabilities while maximizing retirement savings. Additionally, attendees will learn about compliance requirements and reporting obligations related to the new law.

Conversion from Sched C to S Corporation: We’ll provide in-depth guidance on the process, benefits, and implications of converting from a sole proprietorship to an S Corporation. Attendees will gain a comprehensive understanding of the tax advantages and potential savings that come with converting to an S Corporation. Participants will also learn about the legal and operational considerations involved in the conversion process

Ethics: This ethics class is designed specifically for tax professionals and covers the various ethical challenges that may arise in the tax industry. Through case studies and real-world scenarios, attendees will explore issues such as conflicts of interest, confidentiality, and professional responsibility. The class will provide practical guidance on how to navigate ethical dilemmas and maintain the highest standards of integrity in their tax practice.

1099K: Want to deepen your understanding of the 1099-K form and its tax implications? Attendees will explore the purpose of the 1099-K, how it differs from other tax forms, and the tax reporting requirements associated with it. We’ll provide practical guidance on how to accurately report income and deductions related to the 1099-K, as well as tips for avoiding common errors and penalties.

Gig Economy: Attendees will explore the various tax issues facing independent contractors and gig workers, including tax reporting requirements, deductions, and credits. Through case studies and practical examples, the seminar will provide attendees with the tools they need to navigate the complex tax landscape of the gig economy.

Energy Tax Credit: Attendees will explore recent changes to energy tax credits and how they affect taxpayers. Through case studies and practical examples, the seminar will provide attendees with the tools they need to accurately identify and claim energy tax credits for their clients, as well as avoid common errors and pitfalls.

Ask the Expert: Let’s enhance the live interaction and give you the opportunity to ask questions of our panel of experts. Whether you want to revisit a complicated example, need clarity on a tax form, or something else, we can dive deeper and provide additional guidance.

 

Tuesday, September 26, 2023

Presenters

Larry Johnson, Kristy Maitre

Time

9:00 am – 5:30 pm ET

Date: Tuesday, September 26, 2023
CPE credits: 8
Time: 9:00 am – 5:30 pm
Ethics:
YH1DR-E-00273-23-O
Federal Tax Law Topics/Federal Tax Related Matters:
YH1DR-T-00271-23-O
Federal Tax Law Update:
YH1DR-U-00268-23-O
Presenters: Larry Johnson, Kristy Maitre

Hours Pricing
Fall Topical Income Tax Update $239
Year-End Update $279
Both Fall & Year-End Sessions $399

Overview of New Tax Law: Updates: Let’s kick off with an overview of IRS rulings and pronouncements as well as any new laws enacted in 2022. We’ll review recent tax law changes and how they may affect individuals and businesses. Topics may include changes to deductions, credits, tax rates, and more.

Secure Act 2.0 Update: Attendees will learn about the key provisions of Secure Act 2.0, including changes to retirement savings, tax credits for small businesses, and new rules for inherited retirement accounts. We will cover how Secure Act 2.0 interacts with other tax laws and regulations and provide strategies for minimizing tax liabilities while maximizing retirement savings. Additionally, attendees will learn about compliance requirements and reporting obligations related to the new law.

Conversion from Sched C to S Corporation: We’ll provide in-depth guidance on the process, benefits, and implications of converting from a sole proprietorship to an S Corporation. Attendees will gain a comprehensive understanding of the tax advantages and potential savings that come with converting to an S Corporation. Participants will also learn about the legal and operational considerations involved in the conversion process

Ethics: This ethics class is designed specifically for tax professionals and covers the various ethical challenges that may arise in the tax industry. Through case studies and real-world scenarios, attendees will explore issues such as conflicts of interest, confidentiality, and professional responsibility. The class will provide practical guidance on how to navigate ethical dilemmas and maintain the highest standards of integrity in their tax practice.

1099K: Want to deepen your understanding of the 1099-K form and its tax implications? Attendees will explore the purpose of the 1099-K, how it differs from other tax forms, and the tax reporting requirements associated with it. We’ll provide practical guidance on how to accurately report income and deductions related to the 1099-K, as well as tips for avoiding common errors and penalties.

Gig Economy: Attendees will explore the various tax issues facing independent contractors and gig workers, including tax reporting requirements, deductions, and credits. Through case studies and practical examples, the seminar will provide attendees with the tools they need to navigate the complex tax landscape of the gig economy.

Energy Tax Credit: Attendees will explore recent changes to energy tax credits and how they affect taxpayers. Through case studies and practical examples, the seminar will provide attendees with the tools they need to accurately identify and claim energy tax credits for their clients, as well as avoid common errors and pitfalls.

Ask the Expert: Let’s enhance the live interaction and give you the opportunity to ask questions of our panel of experts. Whether you want to revisit a complicated example, need clarity on a tax form, or something else, we can dive deeper and provide additional guidance.

 

Thursday, September 28, 2023

Presenters

AJ Reynolds, Amy Wall

Time

9:00 am – 5:30 pm ET

Date: Thursday, September 28, 2023
CPE credits: 8
Time: 9:00 am – 5:30 pm
Ethics:
YH1DR-E-00273-23-O
Federal Tax Law Topics/Federal Tax Related Matters:
YH1DR-T-00271-23-O
Federal Tax Law Update:
YH1DR-U-00268-23-O
Presenters: AJ Reynolds, Amy Wall

Hours Pricing
Fall Topical Income Tax Update $239
Year-End Update $279
Both Fall & Year-End Sessions $399

Overview of New Tax Law: Updates: Let’s kick off with an overview of IRS rulings and pronouncements as well as any new laws enacted in 2022. We’ll review recent tax law changes and how they may affect individuals and businesses. Topics may include changes to deductions, credits, tax rates, and more.

Secure Act 2.0 Update: Attendees will learn about the key provisions of Secure Act 2.0, including changes to retirement savings, tax credits for small businesses, and new rules for inherited retirement accounts. We will cover how Secure Act 2.0 interacts with other tax laws and regulations and provide strategies for minimizing tax liabilities while maximizing retirement savings. Additionally, attendees will learn about compliance requirements and reporting obligations related to the new law.

Conversion from Sched C to S Corporation: We’ll provide in-depth guidance on the process, benefits, and implications of converting from a sole proprietorship to an S Corporation. Attendees will gain a comprehensive understanding of the tax advantages and potential savings that come with converting to an S Corporation. Participants will also learn about the legal and operational considerations involved in the conversion process

Ethics: This ethics class is designed specifically for tax professionals and covers the various ethical challenges that may arise in the tax industry. Through case studies and real-world scenarios, attendees will explore issues such as conflicts of interest, confidentiality, and professional responsibility. The class will provide practical guidance on how to navigate ethical dilemmas and maintain the highest standards of integrity in their tax practice.

1099K: Want to deepen your understanding of the 1099-K form and its tax implications? Attendees will explore the purpose of the 1099-K, how it differs from other tax forms, and the tax reporting requirements associated with it. We’ll provide practical guidance on how to accurately report income and deductions related to the 1099-K, as well as tips for avoiding common errors and penalties.

Gig Economy: Attendees will explore the various tax issues facing independent contractors and gig workers, including tax reporting requirements, deductions, and credits. Through case studies and practical examples, the seminar will provide attendees with the tools they need to navigate the complex tax landscape of the gig economy.

Energy Tax Credit: Attendees will explore recent changes to energy tax credits and how they affect taxpayers. Through case studies and practical examples, the seminar will provide attendees with the tools they need to accurately identify and claim energy tax credits for their clients, as well as avoid common errors and pitfalls.

Ask the Expert: Let’s enhance the live interaction and give you the opportunity to ask questions of our panel of experts. Whether you want to revisit a complicated example, need clarity on a tax form, or something else, we can dive deeper and provide additional guidance.

 

Saturday, September 30, 2023

Presenters

AJ Reynolds, Amy Wall

Time

9:00 am – 5:30 pm ET

Date: Saturday, September 30, 2023
CPE credits: 8
Time: 9:00 am – 5:30 pm
Ethics:
YH1DR-E-00273-23-O
Federal Tax Law Topics/Federal Tax Related Matters:
YH1DR-T-00271-23-O
Federal Tax Law Update:
YH1DR-U-00268-23-O
Presenters: AJ Reynolds, Amy Wall

Hours Pricing
Fall Topical Income Tax Update $239
Year-End Update $279
Both Fall & Year-End Sessions $399

Overview of New Tax Law: Updates: Let’s kick off with an overview of IRS rulings and pronouncements as well as any new laws enacted in 2022. We’ll review recent tax law changes and how they may affect individuals and businesses. Topics may include changes to deductions, credits, tax rates, and more.

Secure Act 2.0 Update: Attendees will learn about the key provisions of Secure Act 2.0, including changes to retirement savings, tax credits for small businesses, and new rules for inherited retirement accounts. We will cover how Secure Act 2.0 interacts with other tax laws and regulations and provide strategies for minimizing tax liabilities while maximizing retirement savings. Additionally, attendees will learn about compliance requirements and reporting obligations related to the new law.

Conversion from Sched C to S Corporation: We’ll provide in-depth guidance on the process, benefits, and implications of converting from a sole proprietorship to an S Corporation. Attendees will gain a comprehensive understanding of the tax advantages and potential savings that come with converting to an S Corporation. Participants will also learn about the legal and operational considerations involved in the conversion process

Ethics: This ethics class is designed specifically for tax professionals and covers the various ethical challenges that may arise in the tax industry. Through case studies and real-world scenarios, attendees will explore issues such as conflicts of interest, confidentiality, and professional responsibility. The class will provide practical guidance on how to navigate ethical dilemmas and maintain the highest standards of integrity in their tax practice.

1099K: Want to deepen your understanding of the 1099-K form and its tax implications? Attendees will explore the purpose of the 1099-K, how it differs from other tax forms, and the tax reporting requirements associated with it. We’ll provide practical guidance on how to accurately report income and deductions related to the 1099-K, as well as tips for avoiding common errors and penalties.

Gig Economy: Attendees will explore the various tax issues facing independent contractors and gig workers, including tax reporting requirements, deductions, and credits. Through case studies and practical examples, the seminar will provide attendees with the tools they need to navigate the complex tax landscape of the gig economy.

Energy Tax Credit: Attendees will explore recent changes to energy tax credits and how they affect taxpayers. Through case studies and practical examples, the seminar will provide attendees with the tools they need to accurately identify and claim energy tax credits for their clients, as well as avoid common errors and pitfalls.

Ask the Expert: Let’s enhance the live interaction and give you the opportunity to ask questions of our panel of experts. Whether you want to revisit a complicated example, need clarity on a tax form, or something else, we can dive deeper and provide additional guidance.

 

Wednesday, October 4, 2023

Presenters

Michael Miranda, Amy Wall

Time

9:00 am – 5:30 pm ET

Date: Wednesday, October 4, 2023
CPE credits: 8
Time: 9:00 am – 5:30 pm
Ethics:
YH1DR-E-00273-23-O
Federal Tax Law Topics/Federal Tax Related Matters:
YH1DR-T-00271-23-O
Federal Tax Law Update:
YH1DR-U-00268-23-O
Presenters: Michael Miranda, Amy Wall

Hours Pricing
Fall Topical Income Tax Update $239
Year-End Update $279
Both Fall & Year-End Sessions $399

Overview of New Tax Law: Updates: Let’s kick off with an overview of IRS rulings and pronouncements as well as any new laws enacted in 2022. We’ll review recent tax law changes and how they may affect individuals and businesses. Topics may include changes to deductions, credits, tax rates, and more.

Secure Act 2.0 Update: Attendees will learn about the key provisions of Secure Act 2.0, including changes to retirement savings, tax credits for small businesses, and new rules for inherited retirement accounts. We will cover how Secure Act 2.0 interacts with other tax laws and regulations and provide strategies for minimizing tax liabilities while maximizing retirement savings. Additionally, attendees will learn about compliance requirements and reporting obligations related to the new law.

Conversion from Sched C to S Corporation: We’ll provide in-depth guidance on the process, benefits, and implications of converting from a sole proprietorship to an S Corporation. Attendees will gain a comprehensive understanding of the tax advantages and potential savings that come with converting to an S Corporation. Participants will also learn about the legal and operational considerations involved in the conversion process

Ethics: This ethics class is designed specifically for tax professionals and covers the various ethical challenges that may arise in the tax industry. Through case studies and real-world scenarios, attendees will explore issues such as conflicts of interest, confidentiality, and professional responsibility. The class will provide practical guidance on how to navigate ethical dilemmas and maintain the highest standards of integrity in their tax practice.

1099K: Want to deepen your understanding of the 1099-K form and its tax implications? Attendees will explore the purpose of the 1099-K, how it differs from other tax forms, and the tax reporting requirements associated with it. We’ll provide practical guidance on how to accurately report income and deductions related to the 1099-K, as well as tips for avoiding common errors and penalties.

Gig Economy: Attendees will explore the various tax issues facing independent contractors and gig workers, including tax reporting requirements, deductions, and credits. Through case studies and practical examples, the seminar will provide attendees with the tools they need to navigate the complex tax landscape of the gig economy.

Energy Tax Credit: Attendees will explore recent changes to energy tax credits and how they affect taxpayers. Through case studies and practical examples, the seminar will provide attendees with the tools they need to accurately identify and claim energy tax credits for their clients, as well as avoid common errors and pitfalls.

Ask the Expert: Let’s enhance the live interaction and give you the opportunity to ask questions of our panel of experts. Whether you want to revisit a complicated example, need clarity on a tax form, or something else, we can dive deeper and provide additional guidance.

 

2024 Seminar Schedule
Coming Soon