Filters Sort results
Reset Apply
| November 9th, 2026 Location: EMBASSY SUITES BY HILTON SAN ANTONIO - AIRPORT 10110 US HWY 281 North, San Antonio, TX 78216 210.525.9999 Speaker: Shelli Huston | |
| November 9th & 10th, 2026 Location: EMBASSY SUITES BY HILTON SAN ANTONIO - AIRPORT 10110 US HWY 281 North, San Antonio, TX 78216 210.525.9999 Speaker: Shelli Huston | |
| 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 | |
| Specialized Industry GAAP - Real Estate covers the important authoritative pronouncements on GAAP for the specialized real estate industry. This course focuses on financial reporting requirements for real estate project costs (Part I), real estate sales (Part II), and the rental of property (Part III). Part I addresses whether costs associated with real estate projects should be capitalized or charged to expense as incurred. Part II explains how to apply the five-step revenue recognition model… | |
| Cash flows are vital to a company's financial health. The statement of cash flows provides useful information to management, investors, creditors, and other interested parties, presenting the effects on cash of all significant operating, investing, and financing activities. It is required as part of a full set of financial statements. This course discusses cash flow reporting, presentation, and disclosure requirements of ASC 230, Statement of Cash Flows. It also provides examples to illustrate the application. | |
| 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… | |
| In this presentation author and Excel expert David Ringstrom, CPA shares several worksheet functions with you that will enable you to sum data in a variety of ways. Techniques include maximizing the statistics that appear on Excel's Status Bar, using the AutoSum feature, and future-proofing the SUM function. David will also compare the SUBTOTAL function with the Subtotal feature, contrast SUMIF and SUMIFS, demonstrate SUMPRODUCT, and much more.Learning Objectives:• Identify how to improve the integrity… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous… | |
| 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… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into a comprehensive exploration of Microsoft Excel's powerful text manipulation tools and functions. He'll cover a wide range of topics, from mastering the LEFT/MID/RIGHT functions for precise text extraction to transforming text case with the UPPER/LOWER/PROPER functions. Discover the time-saving capabilities of the new TEXTBEFORE/TEXTAFTER and TEXTSPLIT functions in Microsoft 365. Learn how to efficiently use unwanted characters by using the CLEAN… | |
| 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… | |
| We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified… | |
| This course can benefit accountants, as well as business managers, who want to understand how financial ratios and other forms of analyses can be used to evaluate a business. This course also covers the investment classifications and investment accounting used by companies to record investments within their financial statements. | |
| Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with an emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the… | |
| This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes that have special meaning to the tax practitioner and return preparer. The course is a great resource and a way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed. | |
| 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 from the AICPA Code of Professional… | |
| 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 istransparency in financial reporting or there is fair administration of the taxlaws. 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 concludes with… | |
| This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area | |
| 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… | |
| Auditing and assurance services are important services provided by CPAs. Auditing and Other Assurance Services is a course that will describe auditing and assurance services. This course will identify the different types of audits and the different types of assurance services. This course will define the importance of ethics in the CPA and auditing professions. This course will describe the different organizations that create and enforce ethical guidelines. Finally, this course will describe the importance… | |
| Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case… | |
| The Corporate Transparency Act (CTA) - is a law that mandates that a business entity must disclose who the beneficial owners [Beneficial Ownership Information (BOI)] of the entity are. Any business entity formed by application is subject to the CTA these entities include Corporations (both C and S), Partnerships (both general and limited), Professional Corporations, and Limited Liability Entities (in all Forms). Why is this law here? Well there are those in congress that are… | |
| Cryptocurrency - defined as "any digital representation of value that is recorded on a cryptographically secured distributed ledger or any similar technology." Cryptocurrency and NFTs are the most common digital assets with an estimated $2 Billion having been donated as of January 2024. Additionally, the majority of the top US charities accept cryptocurrency donations (56% of the top 100) as of January 2024 with two-thirds of these top crypto enabled nonprofits aren’t just accepting crypto… | |
| This course will help financial professionals to support the career development of themselves and others. People who complete this course will be better able to attract and retain talent in their organization by better understanding how to identify and support the career development of others, especially interns and new hires.Course Outline1. The Foundations of Career Development2. The Benefits of Career Development3. The Practice of Career DevelopmentCourse ObjectivesAfter course completion, the participant will be able to:1. Define… | |
| This course will describe when the Yellow Book standards must be applied. This course will identify the types of auditors and audit organizations that may employ GAGAS to conduct their work. This course will identify the categories of requirements that GAGAS uses to describe the degree of responsibility imposed on auditors and audit organizations. | |
| 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 is an overview of the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation… | |
| Whether assisting troubled taxpayers or responding to an IRS letter on behalf of a current client, navigating the complexities of IRS procedures can often feel overwhelming. However, having the right tools and knowledge makes all the difference. This webinar will provide a practical guide to IRS Form 2848 (Power of Attorney and Declaration of Representative) and Form 8821 (Tax Information Authorization). These essential forms enable tax professionals and taxpayers to manage authorizations, access vital tax… | |
| This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionally, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State… | |
| This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, from the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed, and the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than… | |
| This course equips tax professionals with the knowledge and strategies needed to handle the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices. Participants will learn how to interpret IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. The session also highlights best practices for ensuring compliance and avoiding penalties or escalation, empowering attendees to navigate IRS correspondence with confidence.To… | |
| More and more practitioners are expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs.Objective:At the end of this course, you will be able to: Define the different… | |
| The new pass-through LB&I field operations unit will boost audits of pass-through entities, including partnerships, S-corporations and trusts. The IRS also established the new IRS associate office focused on partnerships, S- corporations, trusts and estates. A recent GAO study recommended strengthening audit processes for large partnerships.While the number of large partnerships increased almost 600% from 2002 to 2019, only 54 of the 20,000 large partnership returns filed in 2019 were audited, for a 0.3% audit… | |
| This course discusses the tax law as currently writen with the expiration of the TCJA. As we all know the TCJA is set to expire this year, and with no tax bill in place (to replace or extend) it will revert back to previous tax law prior to the TCJA (2017 Tax Law). So what does this mean for your client, as death inheritance will revert to a lower tax exempt amount, individual and business… | |
| This course is an overview of the most common aspects and tax implications of an S Corporation. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies… | |
| This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for prevention and remediation of sexual harassment in the workplace. There will be a focus on defining sexual harassment, description of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions that can be taken to prevent and remediate… | |
| 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 class not only serves as tax compliance but also as a client planning course. Whether your a CPA, Enrolled Agent, or other Tax Preparer you serve your clients not only as the individual providing tax season support but you should also be advising your client and guiding them on how to best manage and protect their monies/business. This starts on day one of client acquisition. What is the best formation of their company, where… | |
| Description: This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. This course is ideal for CPAs, EAs, or other tax professionals.Program… | |
| Top Trends Impacting the Accounts Payable FunctionIn the complex world of finance and accounting, the significance of mastering accountsChange, and radical change at that, is coming to accounting and finance space. It is coming faster than anyone thought just a few short years ago. The accounts payable function is likely to be the first casualty ̶ or success, depending on your reaction. By identifying the trends that are apt to make the biggest impact and… | |
| This course discusses the requirements of a Written Information Security Plan (WISP), as well as key components. Beginning with PTIN renewal season 2024 all PTIN holders must certify they have a WISP and have trained employees, staff and sometime contractors. Upon completion of the course, you will understand the history of the WISP set for under Gramm-Leach-Bliley Act and how Circular 230, AICPA Statement of Standards and the Federal Trade Commission ensure practitioner compliance.To complete… |