Livestream
(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
(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
(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
(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
(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
(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
(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...
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Livestream
(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
(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
(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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