Events

Plan smarter and preserve more value with practical strategies for managing capital gains, harvesting losses, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses.

Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term basis, we really could be referring to one of three different things! This course will explore the differences between inside basis, outside basis, and 704(b) basis....

Whether you are going into business for yourself or advising clients, depreciation is an important deduction on the tax return. It is often a big deduction that presents lots of opportunities for tax savings - that is, if you understand how the calculation works! In this class, we will focus on building an understanding of...

CAS professionals are an integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course we will explore tax changes in the areas that CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will...

Navigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny.