True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...

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...

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...

Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the recent passage of the One Big Beautiful Bill Act (OBBBA), there’s even more for practitioners to keep up with. Now more than ever, you need more than just new code...

Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing and this shows no signs of slowing down! Now more than ever, you need more than just new code sections hurled your way. You need to have a reliable way to stay on top of not only...

This session provides a comprehensive quarterly update on federal tax changes affecting individual taxpayers, focusing on recent legislative developments, new deductions, and clarifications to existing tax provisions. Attendees will gain insights into permanent and temporary changes to tax brackets, deductions, credits, and exclusions, including updates on the OBBBA, tip and overtime deductions, opportunity zones, Trump...

This session provides a comprehensive quarterly update on recent federal tax law changes affecting businesses, with a focus on the One Big Beautiful Bill Act (OBBBA) signed in July 2025. The presentation covers new and expiring tax provisions, including depreciation, energy credits, partnership regulations, reporting thresholds, and other significant updates relevant to business tax planning...

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...