Tax Talk Live
Join us on Wednesday, August 5th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please […]
10 events found.
Events
-
-
-
August Education Session: Year‑End Close Checklist, Internal and Client‑Facing SOPs
This course provides a comprehensive year‑end checklist for accountants, focusing on internal procedures and client‑facing standard operating procedures (SOPs). Topics include closing books, client communications, and process review to ensure […]
-
-
Tax Talk Live
Join us on Wednesday, September 2nd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please […]
-
September Education Session: Dealing with Difficult Clients; Termination, Retention, and Boundaries
This session focuses on client relationship management, including how to handle difficult clients, set professional boundaries, communicate expectations, and determine when to retain or terminate engagements. Practical scripts and policies […]
-
-
Tax Talk Live
Join us on Wednesday, October 7th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please […]
-
October Education Session: Audit Readiness; Documentation, Representation, and Support Files
This course prepares tax professionals for client audits at both IRS and state levels. It covers documentation standards, representation strategies, and assembling support files to facilitate examinations and compliance. Delivery […]
-
-
Tax Talk Live
Join us on Wednesday, November 4th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please […]
-
November Education Session: Cost Segregation and Fixed Assets, Fundamentals and New Approaches with the Impact of the BBB
This session provides an in‑depth look at cost segregation studies and fixed asset principles, including updated strategies influenced by the Build Back Better legislation. Participants will learn how to optimize […]
-
-
Tax Talk Live
Join us on Wednesday, December 2nd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please […]
-
December Education Session: Pass‑Through Deductions & QSBS Exclusions, Fundamentals and BBB Impact
This session explores pass‑through entity deduction rules and qualified small business stock (QSBS) exclusion provisions, with emphasis on impacts from the OBBBA. Participants will gain planning insights for client engagements. […]