Taxes

Livestream

Taxes

(LITX33/26) PUB 5708 & 4557: Written Information Security Plan Simplified

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.
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Livestream

Taxes

(LITX15/26) Lifecycle Financial Planning – Dependency and Why It Matters

Determining dependency is normally straightforward in most situations. However, with the changing family dynamic in current times, practitioners are more often facing unique living and social situations from their clients. In these unique circumstances, determining who is a dependent and who isn't can be difficult. Through true to life discussion questions and plain English explanations...
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Livestream

Taxes

(LITX20/26) Tax Talks with Bill: September: Understanding IRS Penalties & How to Avoid Them

Dive into common tax penalties, how they are calculated, and ways to reduce them.
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Livestream

Taxes

(LITX42/26) Keeping Up with the Tax Code – LIVE Quarterly Federal Tax Update for Businesses – Q4 2025

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...
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Livestream

Taxes

(LITX54/26) Tax Talks with Bill: Love and Taxes – The Tax Side of Marriage & Divorce

Explore the tax implications of marriage, divorce, and everything in between.
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Livestream

Taxes

(LITX39/26) Tax Considerations for Real Estate Investors

An essential course for professionals advising real estate investors, covering tax strategies and pitfalls.
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Livestream

Taxes

(LITX31/26) Keeping Up with the Tax Code – Quarterly Federal Tax Update for Individuals

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...
Read More

Livestream

Taxes

(LITX59/26) Keeping Up with the Tax Code – LIVE Quarterly Federal Tax Update for Individuals – Q2 2026

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...
Read More

Livestream

Taxes

(LITX23/26) PUB 5708 & 4557: Written Information Security Plan Simplified

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.
Read More

Livestream

Taxes

(LITX30/26) South Carolina Property Tax: Compliance and Appeals

A deep dive into SC property tax laws and how businesses and individuals can navigate assessments and appeals.
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