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| This mini-course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and bad debts. | |
| 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 | |
| This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies… | |
| In this presentation author and Excel expert David Ringstrom, CPA, will empower you to avoid crises in Excel due to program crashes and establish safety nets for your spreadsheets. Learn how to configure AutoRecover settings and enable automatic backups for key workbooks, including the AutoSave feature available in Excel 2021 and Excel for Microsoft 365. Uncover mouse tricks for efficiently duplicating worksheets and explore both worksheet and workbook protection options to prevent unauthorized changes. Gain… | |
| Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning considerations. This mini-course reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers, and purchases between spouses are also examined. Common pitfalls for the unwary, such as transfers in trust, installment notes, and purchases between spouses… | |
| The Earned Income Credit (EIC) is a refundable tax credit that has a significant impact on United States revenue and, in the 2022 tax year, amounted to about $64 billion claimed by more than 31 million tax filers.In a recent year, 153.8 million individual federal tax returns were filed, and 19.6 million—12.7% of individual taxpayers—claimed the Earned Income Credit. Based on that percentage, it would not be unexpected that any tax return preparer will prepare… | |
| Few advantages are as sought after by parents for their children as an education that will enable them to grow professionally and enjoy the benefits such an education can help bestow. The federal government supports and encourages their efforts to provide that education through various programs and income tax incentives.This course will examine the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individual’s education. | |
| The Earned Income Credit (EIC) is a refundable tax credit that has a significant impact on United States revenue. It is also the source of a disproportionately large number of errors in tax returns in which a claim for it is made. In a recent year, 150.3 million individual federal tax returns were filed, and more than 27.4 million—18.2% claimed the Earned Income Credit . Based on that percentage, it would not be unexpected that… | |
| This Course, looks at the decline of the "Tax Season" industry, due to individuals having higher access to methods of preparing their own taxes, decline of CPAs, EAs entering the business industry, and the expectations of those who are the "new" generation of preparers. We will also discuss alternative methods in your practices, to go beyond the tax compliance work. Finding other ways to have a joyful, lucrative practice while avoiding the burnout pressure of… | |
| The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay, including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax-favored manner of supplementing compensation are described and evaluated. In addition, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOTs, stock options, and bonuses. Finally, deferred compensation arrangements are… | |
| The Internal Revenue Service routinely processes more than 240 million tax returns each year, many of them prepared by tax professionals. Not surprisingly, as tax law becomes increasingly complex, taxpayers often seek the knowledgeable assistance of enrolled agents and other professionals in their preparation.To help ensure enrolled agents and other professionals understand their ethical responsibilities in representing their clients before the IRS and in preparing tax returns, the IRS has published Treasury Department Circular 230. | |
| While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with an emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants… | |
| The One Big Beautiful Bill Act, also known as the OBBBA, is a diverse and far-reaching bill that changed many aspects of the tax code. Since the OBBBA and the Tax Cuts and Jobs Act now work together as the foundation for the US tax code, this course will cover both bills and how they work together and intersect. The OBBBA is an extremely large bill, so for the purposes of this course, we will… | |
| Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property, and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. | |
| "Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there… | |
| 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… | |
| Practitioners are brought up-to-date on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate problems and death taxes, this comprehensive guide examines wills, trusts, gifts, insurance, private annuities, and other general estate planning tools. The planning issues and problems that arise from owning a business interest are also addressed. | |
| This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. | |
| Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what… | |
| The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss estate planning and estate taxes, gift taxes, and generation-skipping transfer taxes in detail. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what… | |
| This course provides tax professionals with a comprehensive understanding of the legal, fiduciary, and tax-related responsibilities of an executor (or personal representative) in administering a decedent’s estate. Participants will explore the executor’s role from initial appointment through final distribution, with emphasis on federal tax compliance, estate accounting, and risk mitigation. Learners will gain actionable insights into filing final returns, managing estate assets, handling debts and distributions, and navigating IRS procedures. | |
| 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… | |
| A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It… | |
| 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… | |
| Professionals such as Enrolled Agents are required to make ethical decisions daily when performing the duties of their practice. Ethical decisions are influenced by many different factors, such as culture, motivation, power, and others. This training course will describe some of the ethical considerations that influence the decision making process through the lens of Circular 230. | |
| Individuals in the accounting profession have a considerable responsibility to the general public. To gain public trust and maintain professionalism, professional conduct and ethical behavior are necessary. Adhering to ethical standards is both a professional obligation and a legal requirement. This course is designed to the 3-hour Ethics CPE requirement for Ohio CPAs renewing their licenses. It discusses standards of professional conduct and business practices that should be adhered to by CPAs in order to… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through a comprehensive exploration of Excel's formula and error-handling capabilities. You'll gain invaluable insights into tackling common spreadsheet challenges, starting with understanding and resolving merged cell errors and various types of formula errors. David will delve into the evolution of worksheet functions and demonstrate techniques for checking worksheet function compatibility across different Excel versions. Explore the latest Excel 2021 and Excel… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of essential Excel keyboard shortcuts and time-saving techniques. Attendees will learn how to streamline their workflow with menu keyboard shortcuts, copy and paste shortcuts, and efficient worksheet navigation shortcuts. David will also demonstrate the power of Ctrl-R and Ctrl-D keyboard shortcuts, as well as the Show Formulas feature and formula auditing keyboard shortcuts. Participants will discover how… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of beginning to advanced logic functions and related formulas. Topics covered include the IF and IFS functions, as well as nested IF functions. You'll see how to troubleshoot formulas with the Evaluate Formula feature. David will compare the IFERROR and IFNA functions so that you know the best practices for each. Other functions covered include IS functions… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will demystify some of Excel’s built-in safety nets and nuanced behaviors that can make or break your workflow. You'll learn how to recover unsaved workbooks, make sense of the Auto Recover feature, and understand where OneDrive fits into Excel’s autosave ecosystem. David walks you through how to tweak recovery settings to minimize data loss and shares practical advice for navigating Excel’s sometimes-unpredictable handling of… | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large datasets. David walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results. You’ll learn how to build and customize PivotTables, add or remove fields, rename headers, apply number formatting, and even switch… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will walk you through a deep dive on printing and page layout techniques in Excel. Topics covered include setting or clearing print ranges, adding cells to the print area, utilizing page break preview and page breaks effectively, printing just a chart from a worksheet, and using Quick Print for efficient printing. Other topics include managing print titles, utilizing the Header and Footer Tools, and… | |
| In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of the Custom Views feature. David will also contrast Custom Views with the Sheet Views feature available in Excel 2021 and Excel for Microsoft 365. Both features allow you to hide or display rows and columns, as well as filter settings, by simply applying a view. Custom Views also enables you to hide… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will cover a range of topics to enhance your Excel skills. You will learn how to assign names to cells, which lays groundwork for the LET and LAMBDA functions. The LET function is available in Excel 2021 and Excel for Microsoft 365 and enables you to create pairs of names and associated values that can store intermediate calculations. David will address common issues such… | |
| While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns, permitting the practitioner to be a real tax hero. | |
| We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored. | |
| Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes affecting 2026as a result of passage of the SECURE Act 2.0, the retroactive provisions of the One Big Beautiful Bill Act (OBBBA) impacting 2025 and 2026 income, and the inflation-changed limits effective… | |
| Federal tax law requires that various limits be adhered to in the preparation of tax returns, and such limits may change from year to year based on an inflation adjustment or on other factors. Included in those changes for 2026 are individual tax rates, standard mileage rates, standard deductions and various other limits. | |
| The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.This course… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for filtering Data efficiently and learn time-saving filtering keyboard shortcuts, including how to add Clear Filter to the Quick Access Toolbar for seamless data refinement. David will unveil the power of ad hoc totals while filtering and demonstrate the versatility of the Table… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful features of Excel that can enhance your data management and visualization skills. You will learn how to effectively use built-in Excel templates and create custom workbook and worksheet templates tailored to your needs. David will also demonstrate how to create and utilize chart templates, including building a waterfall chart with VLOOKUP and setting its totals. Additionally, the session… | |
| 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… | |
| December 3nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 2nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner |