Taxes

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations. Discussion Leader: David Peters

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 and which might pose a problem. In our comprehensive course, we delve into partnership basis calculation, a critical yet often confusing aspect of our practice. We explore the distinctions between inside basis, outside basis, and 704(b) basis, shedding light on this intricate topic through easy-to-follow examples and practice problems. Additionally, we will discuss the different types of distributions-cash, property, and hybrid-providing clarity on scenarios where a mix of both cash and property is involved. Lastly, we will examine the tax implications of initial contributions of property to a partnership, ensuring a well-rounded understanding of partnership dynamics. Discussion Leader: David Peters

How do you determine who is an employee and who can be treated as an independent contractor? Discussion Leader: Bill Strickland

What you should know about preparing Forms 990 Discussion Leader: Bill Strickland

What to know about 529 plans. Discussion Leader Bill Strickland

With constant shifts in the federal tax landscape, practitioners need more than just a list of new code sections—they need clarity, strategy, and context. This quarterly update dives into the latest tax law developments, including impactful provisions of the One Big Beautiful Bill Act (OBBBA), current IRS enforcement priorities, and emerging business tax topics. Using real-world examples and practical insight, we’ll equip you to confidently advise clients year-round—not just during crunch time. Discussion Leader: David Peters

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 tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect both shareholder basis as well as equity. Discussion Leader: David Peters

The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation.

Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future sunsets, business incentives, and international tax provisions that could impact clients at all income levels. Discussion Leader: Art Werner

Find out what is happening in South Carolina sales taxation. Discussion Leader: Bill Strickland

Answer the question as to whether your client needs to file tax returns in South Carolina or another state. Discussion Leader: Bill Strickland