Taxes

A must-attend session for tax professionals working in South Carolina.

Perfect for tax pros facing crunch time, this session provides final reminders and best practices.

With more workers going freelance, understanding gig economy taxation is crucial for compliance and planning.

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Code series takes a look at recent changes to tax law from a practitioner perspective. We don't just hurl...

Navigating the complexities of small business partnerships requires a keen understanding of the financial dynamics at play. Small business owners often blur the lines between personal and company finances, leading to frequent distributions from these partnerships. As advisors, it's crucial for us to comprehend the tax implications of these distributions, distinguishing which ones are safe...

Unlock the full potential of retirement planning with Roth IRAs and The Path to Tax-Free Distributions. This insightful CPE course is designed for tax professionals, financial advisors, and CPAs who want to guide their clients toward long-term tax efficiency and wealth preservation. Discover the strategic benefits of Roth IRAs, from contribution rules and conversion strategies...

Explore how artificial intelligence is reshaping the tax industry and what professionals need to know to stay ahead.

A comprehensive recap of the tax year and a look ahead at upcoming changes.

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...

Even though they have been around for several years, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S-Corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any...