(LITX21/26) Tax Strategies for High-Net-Worth Clients
Learn tax strategies for high net worth clients. Enrolled Agent Approved
Credit Hours: 4.2
Learn tax strategies for high net worth clients. Enrolled Agent Approved
Get up to speed on the sweeping changes ushered in by the latest major tax legislation—affectionately dubbed the “One Big Beautiful Bill.” In this 100-minute update, attorney Verne McGough breaks down the key tax changes impacting tax practice in South Carolina.Enrolled Agent Approved
Get up to speed on the sweeping changes ushered in by the latest major tax legislation—affectionately dubbed the “One Big Beautiful Bill.” In this 100-minute update, attorney Verne McGough breaks down the key provisions affecting estate planning, tax controversy resolution, and corporate tax strategy. With Verne’s signature clarity and deep expertise, you’ll walk away ready...
Understand key elements of preparing Form 1041. Enrolled Agent Approved
As trusted operational partners, Client Advisory Services (CAS) professionals must stay ahead of evolving tax regulations that directly impact their clients. This 2025 update covers critical changes to payroll, information reporting, deductions, and credits—alongside key insights from the new One Big Beautiful Bill Act (OBBBA). Join us to explore how these developments affect CAS engagements...
Between the SEC, FINRA, IRS, and CFP Board, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos, giving you a clear, practical look at what’s new and what it means for...
Understand digital assets and how they are taxed and reported.Enrolled Agent Approved
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. And how do you know if someone is a real estate professional? In this course, we will explore all of...
This course provides an easy-to-understand guide for creating a Written Information Security Plan (WISP) as required by PUB 5708 and 4557. Participants will learn how to effectively address regulatory requirements, protect sensitive client information, and mitigate risks associated with data breaches. This course simplifies complex regulations into actionable steps for compliance. Enrolled Agent Approved
Stay ahead in the ever-evolving world of tax regulations with this course designed for tax practitioners. Dive deep into the complexities of Form 1040 and review the latest tax legislation. Learn about new credits and deductions, understand income exclusions, and gain practical insights for optimizing benefits for your clients. Enrolled Agent Approved
SCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website!
Federal tax compliance is required for a successful business. Many say the tax law is complex. That is, no doubt, true and that complexity is increased by constant changes: the IRS, Tax Court, Congress . . . all making and interpreting tax rules. You must keep up with those changes in order to be a...