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| This course introduces junior tax professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. With a theoretical and practical study of Form 1040, and certain accompanying schedules, this course provides critical discussion of tax preparation. Additionally, preparer due diligence requirements, responsibilities and obligations will be covered… | |
| Are you Ready to elevate your accounting game and streamline your financial and accounting operations? In a age where automation, AI, technology, and ingenious frauds are common place, everyone needs to be on their toes whether you work in, manage, or simply have responsibility for the accounts payable function. In this fast paced section we not only review the processes from the best practices stand point we investigate the new challenges of technology, AI, new… | |
| Major federal tax reform was passed in July 2025 and this course brings business tax professionals up to speed on what changes. Designed for fall delivery, this update covers the key provisions of the new law that directly impact business owners, passthrough entities, and self-employed taxpayers. Whether your clients file via S corporations, partnerships, sole proprietorships, or farming operations, this course covers the new rules and what they mean for 2025 filings and 2026 planning.We’ll… | |
| A new federal tax law was signed July 4th, 2025—and this course will cover it. If you’re looking for a fall 1040 update that includes the latest legislation, you’re in the right place. This session is built to reflect all changes impacting 2025 individual tax returns, including updates to rates, deductions, credits, and planning strategies.Whether you’re preparing returns, advising clients, or updating internal processes, this course will help you apply the new rules with clarity… | |
| This advanced course builds on the foundational principles introduced in Fundamentals of the 1040 – Core Concepts, guiding participants into the complexities of business income taxation and expanded reporting requirements. Learners will gain practical skills for accurately reporting self-employment income and pass-through entity activity on Form 1040. Income and expense reporting on Schedule C and Schedule E will be covered as well as the integration of essential forms such as Form 7203 (S corporation shareholder… | |
| This course focuses on the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. With a theoretical and practical study of Form 1040, and certain accompanying schedules, this course provides critical discussion of tax preparation. Learners will gain practical skills for accurately reporting self-employment income and pass-through entity activity… | |
| Congress is on the cusp of passing the most consequential tax legislation in many years and the well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short overview of the legislative process that is taken by the House and the Senate before the bill is ready to be signed by the President. We will then review the provisions in the House bill passed on May 22, 2025… | |
| This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the “regular rate of pay.” Through practical examples and compliance-focused scenarios, learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and… | |
| This course provides a focused analysis of the individual and small business provisions in H.R.1, “One Big Beautiful Bill.” Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. | |
| Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field. Explore the intricacies… | |
| This course covers the authoritative GAAP for construction contractors as found in FASB ASC 910 along with the guidance contained in the AICPA Guide for Construction Contractors. In this course, Jeff will cover the unique aspects of accounting in the construction industry and how the standards and guidance address those issues.The course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which… | |
| This seminar examines recent events involving the theft of company or public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies… | |
| In the complex world of finance and accounting, the significance of mastering accounts payable best practices cannot be overstated. As the financial backbone of any organization, the efficient management of accounts payable plays a pivotal role in safeguarding its fiscal health. Sadly, many companies ignore these best practices and the impact is felt on your bottom line. The accounts payable function is changing at a dizzying pace. Unfortunately, keeping up to speed these days can… | |
| December 10th & 11th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 10th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 11th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 14th & 15th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 14th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 15th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.With a focus on real-world application, this course provides… | |
| This course covers a broad range of topics all involving uncertainties in accounting and auditing. It discusses the accounting standards for Going Concern, Contingencies, Guarantees, and Credit Losses. It also covers the audit standards related to auditing accounting estimates and considering going concern.In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.Learning Objectives:Upon successful completion of this course, the participant should… | |
| This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical… | |
| This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. | |
| Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future.In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve… | |
| Day Two – Business Tax UpdateJanuary 20th, 2026 Author/Speaker: Art Werner Field of Study: TaxesCredits: 8Format: Group Internet Based (GIB)Lecture Starts: 08:00 CST | 09:00 ESTPeriodic breaks will be providedLecture ends at 4:00 CST | 5:00 ESTTo complete this course participants need to: Be present the day of the event and answer polling questions as they appear.Upon course completion a course evaluation form is provided for your feedback.CPE Prime is registered with the National Association of State… | |
| Day One – Individual Tax UpdateJanuary 19th, 2026 Author/Speaker: Art Werner Field of Study: Taxes | Federal Tax UpdateCredits: 8Format: Group Internet Based (GIB)Day Two: Business UpdateJanuary 20th, 2026Author/Speaker: Art Werner Field of Study: Taxes | Federal Tax UpdateCredits: 8 Format: Live In-PersonBoth DaysLecture Starts: 08:00 CST | 09:00 ESTPeriodic breaks will be providedLecture ends at 4:00 CST | 5:00 ESTTo complete this course participants need to: Be present the day of the event and answer polling… | |
| With changes in the economy and tax laws, effective fringe benefit planning has become increasingly important for both businesses and individual clients. This course provides an in-depth overview of the tools and techniques available for fringe benefit planning, helping practitioners navigate the evolving landscape. You will learn how to design plans that meet both business and personal needs, while ensuring compliance with current tax regulations.The course also delves into complex areas of employee benefit planning… | |
| Metrics play a critical role in evaluating business performance, guiding financial decisions, and supporting effective advising. This course introduces participants to the most common and valuable ratios and key performance indicators (KPIs) used by CFOs, Controllers, and CPA advisors. Organized by category, the material highlights how these tools provide insight into financial health, liquidity, profitability, and operational effectiveness.Participants will see practical examples of how metrics are applied, ensuring they can not only calculate but also… | |
| November 16th & 17th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| November 16th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| November 17th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| November 19th & 20th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| November 19th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| November 20th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| October 20th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| October 19th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| October 19th & 20th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 10:00am CST, 11am EST, 8am PST Periodic breaks will be provided Lecture ends at 5:30pm CST, 6:30pm EST, 3:30pm PST | |
| The “One 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… | |
| This course focuses on the tax implications and planning opportunities following a client’s passing. It provides strategies for effective tax management and optimization for estates, addressing key considerations such as valuation methods, basis adjustments, and tax-saving elections. Attendees will gain insights to guide clients through the intricate processes of post-mortem tax planning. | |
| The issuance of SAS 145 has significantly changed the approach to risk assessment during audit planning, with a greater emphasis on evaluating Information Technology systems. This course provides a detailed overview of the new requirements and explains how IT considerations intersect with audit effectiveness. Participants will gain practical insight into evaluating IT environments, identifying potential weaknesses, and ensuring compliance with updated standards.In addition to covering technical requirements, the course highlights real-world issues auditors encounter when… | |
| This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction, and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting… | |
| September 25th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| September 24th, 2026 Speaker: Shelli Huston Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| September 24th & 25th, 2026 Speaker: Shelli Huston Schedule of Events for Both Days Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| Trump Accounts (a/k/a IRC §530A accounts) are tax-advantaged, child-focused savings accounts established via the "One Big Beautiful Bill Act" to encourage long-term investment.Trump Accounts offer a $1,000 pilot program contribution for U.S. citizen children born between January 1, 2025, and December 31, 2028.These accounts are for children under 18, allowing tax-deferred growth. During this course we will discuss the advantages and rules governing these accounts, what the accounts can be used for, and how to… | |
| Charitable giving within financial and estate planning presents a range of intricate complexities. This course provides participants with a comprehensive understanding of charitable giving concepts, exploring advanced strategies that enhance proficiency in charitable planning. From charitable gift annuities to testamentary gifts, participants will learn how to integrate these techniques into their clients' financial and estate plans, ensuring effective and impactful charitable giving. The course covers key topics such as charitable remainder and lead trusts, the… | |
| The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Among the ideas discussed will be… | |
| Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team | |
| Accounting is a man-made science, built on principles that require a consistent framework to ensure comparability and reliability in practice. This course introduces participants to the FASB Conceptual Framework, which serves not only as the foundation for developing accounting standards but also as a guide for applying sound judgment in practice.Jeff Sailor will cover the key elements of the framework, focusing on recognition, measurement, qualitative characteristics, and disclosure requirements. The course will draw on all… | |
| Accounts Payable Best Practices for Finance and Accounting ProfessionalsIn the complex world of finance and accounting, the significance of mastering accounts payable best practices cannot be overstated. As the financial backbone of any organization, the efficient management of accounts payable plays a pivotal role in safeguarding its fiscal health. Sadly, many companies ignore these best practices and the impact is felt on your bottom line.The accounts payable function is changing at a dizzying pace. Unfortunately… |