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 sign up for future sessions and make suggestions for future topics below!
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 year‑end readiness. Delivery Method: Live webinar Learning Objectives: Identify key internal year‑end accounting processes. Develop client‑focused checklists for year‑end tasks. Review and update SOPs to enhance […]
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 sign up for future sessions and make suggestions for future topics below!
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 will be shared. Delivery Method: Live webinar Learning Objectives: Recognize challenging client behaviors and responses. Establish professional boundaries and communication techniques. Use termination and retention strategies […]
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 sign up for future sessions and make suggestions for future topics below!
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 Method: Live webinar Learning Objectives: Organize documentation for audit readiness. Explain representation responsibilities and procedures. Prepare support files to address exam issues. Coordinate audit responses across […]
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 sign up for future sessions and make suggestions for future topics below!
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 depreciation and asset classification. Delivery Method: Live webinar Learning Objectives: Define cost segregation and identify qualifying property. Apply fixed asset classification techniques. Assess BBB‑related changes to […]
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 sign up for future sessions and make suggestions for future topics below!
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. Delivery Method: Live webinar Learning Objectives: Explain pass‑through deduction eligibility and calculation. Identify QSBS exclusion requirements. Analyze how BBB changes affect these provisions. Apply planning strategies […]