November 6th, 2026Location:Courtyard by Marriott Houston Katy Mills25402 Katy Mills Pkwy,Katy, TX 77494(281) 665-3189
Federal Business Tax Update: What the New Law Means for 2026Schedule of Events | |
November 9th, 2026Location:EMBASSY SUITES BY HILTON SAN ANTONIO - AIRPORT10110 US HWY 281 North,San Antonio, TX 78216210.525.99992026 Federal Tax Update: IndividualSpeaker: Shelli HustonSchedule of Event | |
November 10th, 2026Location:EMBASSY SUITES BY HILTON SAN ANTONIO - AIRPORT10110 US HWY 281 North,San Antonio, TX 78216210.525.99992026 Federal Tax Update: BusinessSpeaker: Shelli HustonSchedule of Event | |
November 11th, 2026Location:DoubleTree by Hilton Arlington DFW South1507 N. Watson RdArlington, TX 76006(817) 640-77122026 Federal Tax Update: IndividualSpeaker: Shelli HustonSchedule of Event | |
November 12th, 2026Location:DoubleTree by Hilton Arlington DFW South1507 N. Watson RdArlington, TX 76006(817) 640-77122026 Federal Tax Update: BusinessSpeaker: Shelli HustonSchedule of Event | |
This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this is Tax Law changes, out with the old in with the new. Learning Objective: Review of essential IRC Sections To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - November 13th, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - December 10th, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - December 8th, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - November 3rd, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - December 1st, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - November 6th, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - November 5th, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - December 2nd, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Federal Tax Update: Individual and Business Day 1 Individual - December 3rd, 2025 Both Days
Individual This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
Business This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Day One – Individual Tax Update / Corresponding with the IRSJune 2nd & 3rd 2025Author/Speaker: Art Werner & Mary Jane Hourani
Both Days
Course DescriptionThis two day event will cover the New Tax Bill by Art Werner and MaryJane Hourani including an in-depth look at Corresponding with the IRS. This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this is Tax Law changes, out with the old in with the new. Learning Objective:To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season and be able to offer tax planning strategies to their clients. Learning Objective: To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ Day Two: Business Update & LLC & S Corps AnalysisAuthor/Speaker: Art Werner & Mary Jane Hourani
Both Days
Course DescriptionWith new Presidents and new Congress comes new tax changes. Our responsibility as advisors and preparers is to interpret these changes and guide our clients on the best path. Art Werner will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, that will be essential for the tax practitioner who wants to update their knowledge of business income taxation. Mary Jane Hourani will then lead an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season. Major Topics:Review of essential IRC Sections To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Day One – Individual Tax Update / Corresponding with the IRSJune 4th & 5th 2025Author/Speaker: Art Werner & Mary Jane Hourani
Both Days
Course DescriptionThis two day event will cover the New Tax Bill by Art Werner and MaryJane Hourani including an in-depth look at Corresponding with the IRS. This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this is Tax Law changes, out with the old in with the new. Learning Objective:To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season and be able to offer tax planning strategies to their clients. Learning Objective: To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ Day Two: Business Update & LLC & S Corps AnalysisAuthor/Speaker: Art Werner & Mary Jane Hourani
Both Days
Course DescriptionWith new Presidents and new Congress comes new tax changes. Our responsibility as advisors and preparers is to interpret these changes and guide our clients on the best path. Art Werner will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, that will be essential for the tax practitioner who wants to update their knowledge of business income taxation. Mary Jane Hourani will then lead an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season. Major Topics:Review of essential IRC Sections To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Day One – Individual Tax UpdateNovember 17thAuthor/Speaker: Art Werner
Both Days
Course DescriptionThis two day event will cover the New Tax Bill by Art Werner. This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this is Tax Law changes, out with the old in with the new. Learning Objective:To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season and be able to offer tax planning strategies to their clients. Learning Objective: To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ Day Two: Business UpdateNovember 19th 2025Author/Speaker: Art Werner
Both Days
Course DescriptionWith new Presidents and new Congress comes new tax changes. Our responsibility as advisors and preparers is to interpret these changes and guide our clients on the best path. Art Werner will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, that will be essential for the tax practitioner who wants to update their knowledge of business income taxation. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season. Major Topics:Review of essential IRC Sections To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Day One – Individual Tax UpdateDecember 22nd 2025Author/Speaker: Art Werner
Both Days
Course DescriptionThis two day event will cover the New Tax Bill by Art Werner. This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this is Tax Law changes, out with the old in with the new. Learning Objective:To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season and be able to offer tax planning strategies to their clients. Learning Objective: To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ Day Two: Business UpdateDecember 23rd 2025Author/Speaker: Art Werner
Both Days
Course DescriptionWith new Presidents and new Congress comes new tax changes. Our responsibility as advisors and preparers is to interpret these changes and guide our clients on the best path. Art Werner will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, that will be essential for the tax practitioner who wants to update their knowledge of business income taxation. Learning ObjectivesTo provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season. Major Topics:Review of essential IRC Sections To complete this course participants need to: Be present the day of the event Upon course completion a course evaluation form is provided for your feedback. CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ |
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