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| 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… | |
| In this webinar Excel expert David H. Ringstrom will guide you on extracting PDFs with Power Query, exploring Power Query properties, enhancing external data security, creating Excel tables, adding total rows, filtering tables with slicers, utilizing functions such as IF, nested IF, VLOOKUP, IFNA, and MATCH, as well as INDEX/MATCH functions, XLOOKUP for horizontal lookup, automating tasks with macros, creating macro icons, applying conditional formatting for greater than scenarios, utilizing data bars, managing scenarios effectively… | |
| Accountants and business decision-makers who want to understand concepts related to measuring and tracking company performance could benefit from this course. The course allows participants to become familiar with tracking the performance of a decentralized organization as well as understanding the benefits and key pieces of both a Master budget and a Flexible budget. Below is a listing of the items covered within the course. | |
| December 9th, 2026 Location:Hilton Orlando / Altamonte Springs 350 S. Northlake Blvd,Altamonte Springs, Fl 32701 For Hotel Reservations Call: 407 830 1985 Speaker: Art Werner | |
| December 8th, 2026 Location:Hilton Orlando / Altamonte Springs 350 S. Northlake Blvd,Altamonte Springs, Fl 32701 For Hotel Reservations Call: 407 830 1985 Speaker: Art Werner | |
| December 8th & 9th, 2026 Location:Hilton Orlando / Altamonte Springs 350 S. Northlake Blvd,Altamonte Springs, Fl 32701 For Hotel Reservations Call: 407 830 1985 Speaker: Art Werner | |
| 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… | |
| The mini-course will examine tax issues relating to the formation and operation of partnerships. Participants will gain familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. | |
| The Tax Cuts and Jobs Act (P.L. 115-97), enacted Dec. 22, 2017, created, under §199A, a new deduction for up to 20% of qualified business income (QBI) from partnerships, limited liability companies (LLCs), S corporations, trusts, estates, and sole proprietorships for tax years beginning after Dec. 31, 2017. However, determining the §199A deduction amount and availability is a very complex multi-step process that may phase out some or all of the deduction.In the face of… | |
| 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. | |
| This class is meant to help a practitioner run and properly manage their practice accordingly for tax repair; such as improving workflow, client service, and making it more efficient to improve the bottom line. | |
| This class is meant to help a practitioner run and properly manage their practice accordingly for tax repair; such as improving workflow, client service, and making it more efficient to approve the bottom line. | |
| This course will focus on how to integrate integrity, objectivity, independence, and avoiding conflicts of interest in situations faced by the accounting professional on a daily basis. The participant will be able to know not just “what is the right thing to do” according to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk-through real-world examples of individuals and companies faced… | |
| 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. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and… | |
| 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… | |
| In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is most suitable for their clients. Eligible domestic corporations can avoid double taxation by electing to be treated as an S corporation under the rules of Subchapter S. Subchapter S provides an optional method of corporate taxation and… | |
| November 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 | |
| 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… | |
| Exploring a piece of the big one big beautiful act that actually will be set to take place a little bit into the future. This will allow you to start molding your client ahead of time, this tax credit is a dollar for dollar tax credit up to a limit where a taxpayer can provide money to a scholarship, granting organization and get it right back on their own tax return. | |
| 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. | |
| 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… | |
| This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations, such as divorce, bankruptcy, and other personal and business matters. This course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations | |
| 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… | |
| This course explores many tax issues that arise from filing for bankruptcy. Also addressed are asset protection for the tax practitioner and medical costs covered under §213. There is an examination of property settlements and other transfers incident to divorce. A tax surprise for many taxpayers is the taxability of debt cancellation and repossessing property sold on the installment method can also be taxable. Finally, practitioners are brought up-to-date information on tax issues affecting estate… | |
| This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. | |
| 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 provides a comprehensive exploration of federal tax credits available to both individual taxpayers and business entities. Attendees will learn how to identify, evaluate, and claim various credits to optimize tax outcomes. Through detailed analysis and illustrative examples, the course demystifies eligibility criteria, documentation requirements, and strategic considerations to ensure compliance and maximize benefit. Tailed for tax professionals, it emphasizes current developments, including recent legislation and IRS guidance. | |
| 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… |