Taxes

Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from his/her company is a common issue faced by many advisors. However, it is important to realize that the...

When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can...

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 Tax Code series takes a look at recent changes to tax law from a practitioner perspective. We don't just hurl code...

Unlock the Power of State Tax Credits for Your OrganizationJoin us for a high impact session where you’ll gain a practical understanding of South Carolina’s State Tax Credits and how they can be strategically utilized to support business growth, community development, and financial savings.

This presentation explores the South Carolina Property Rehabilitation and Housing Tax Credits programs and its benefits for property owners, developers, South Carolina taxpayers, and the community.  Specifically, it will cover the SC Historic Rehabilitation Tax Credit, SC Abandoned Building Tax Credit, and SC Abandoned Mill Tax Credit as well as complimentary tax and community programs...

Upstream basis planning allows families to secure a stepped-up basis without triggering estate tax by strategically using a senior family member’s remaining exemption and life expectancy. This course explains how to evaluate and design trust structures that intentionally create estate inclusion while managing risk and staying compliant. Participants will also see real-world examples that show...

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...

With major tax changes expected to take effect under the 2025 reform bill, the 2026 filing season will bring a new wave of planning opportunities—and potential pitfalls. This course focuses on how tax professionals can use Form 1040 as a planning tool, incorporating both current law and the likely provisions of the new legislation. We’ll...

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...

This session provides a comprehensive overview of U.S. federal tax rules for capital gains and losses, covering asset classification, calculation and reporting of gains and losses, special tax provisions, and practical tax planning strategies for individuals and businesses. Enrolled Agent Approved