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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
Join us on Wednesday, January 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 […]