Events

This program explores federal tax implications of tip reporting and overtime wages, comparing pre‑ and post‑Build Back Better (BBB) legislation standards. Practitioners will learn updates to employer reporting requirements, compliance pitfalls, and practical solutions to common payroll tax issues. Delivery Method: Live webinar Learning Objectives: Describe federal tax requirements for reporting employee tips and overtime. Compare […]

Join us on Wednesday, March 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 sign up for future sessions and make suggestions for future topics below!

This session reviews selected individual tax credits and deductions affecting seniors, vehicle loan interest, and child care expenses, with emphasis on changes resulting from BBB legislation. Tax professionals will gain clarity on eligibility standards, calculation techniques, and documentation requirements. Delivery Method: Live webinar Learning Objectives: Determine eligibility for senior tax credits and benefits. Evaluate car loan […]

Join us on Wednesday, April 1st 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 sign up for future sessions and make suggestions for future topics below!

This course addresses strategic actions for tax professionals following the April 15 filing deadline, including client communication best practices, renewal strategies, upselling services, offboarding clients, and project planning. Practical practice management insights will be demonstrated. Delivery Method: Live webinar Learning Objectives: Develop effective post‑filing client communication plans. Apply techniques to retain and renew engagement. Evaluate opportunities […]

Join us on Wednesday, May 6th 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 sign up for future sessions and make suggestions for future topics below!

This session provides guidance on annual planning for independent accounting firms, including budgeting strategies, setting firm goals, and selecting technology tools. Participants will explore methods to increase efficiency and strengthen practice performance. Delivery Method: Live webinar Learning Objectives: Establish a firm budget and financial planning cycle. Set measurable annual practice goals. Evaluate technology platforms for workflows. […]

Join us on Wednesday, June 3rd 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 sign up for future sessions and make suggestions for future topics below!

This program offers an introduction to grassroots advocacy for tax professionals, focusing on engaging with state legislators and allied organizations like the NSA to influence tax policy. Attendees will learn practical strategies to communicate effectively with policymakers. Delivery Method: Live webinar Learning Objectives: Explain the fundamentals of grassroots advocacy in tax policy. Identify best practices for […]

Join us on Wednesday, July 1st 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 sign up for future sessions and make suggestions for future topics below!