CEU APPROVED SUMMIT
| Date |
Conference |
Faculty |
Best Value |
|
|
May 10, 2024
|
Foreign Asset Reporting for Trusts and Estates: Impact of Loper Bright, FATCA, FBAR, Forms 3520, 5471, and 8865
|
Patrick McCormick, JD, LLM
|
$149.00
|
|
|
Jun 14, 2024
|
2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
|
Allison McLeod
|
$149.00
|
|
|
Jul 19, 2024
|
Business Tax Representation: Strategies and Solutions
|
Jessie Seaman
|
$149.00
|
|
|
Jun 06, 2025
|
CPAs and Financial Planners Must Know this about Trusts and Estates
|
Michael Miranda
|
$149.00
|
|
|
Aug 21, 2024
|
Excel Accountant: Dashboards In-Depth
|
David Ringstrom
|
$149.00
|
|
|
Sep 20, 2024
|
Financial Statement and Audit Requirements
|
Jennifer Louis
|
$149.00
|
|
|
Oct 18, 2024
|
Offers-in-Compromise: Filing Offers That Get Accepted
|
Eddie Price
|
$149.00
|
|
|
Aug 06, 2025
|
Partnership Checkup: Tax Issues & Forms Reporting
|
Steven C. Dilley- CPA, JD, PhD
|
$149.00
|
|
|
Jul 26, 2025
|
Tax Planning Strategies for Moderate Income Clients
|
A.J. Reynolds- EA
|
$149.00
|
|
|
May 21, 2025
|
TAXING THE OFFICE: TAX PLANNING LESSONS FROM DUNDER MIFFLIN
|
Dominique Molina, CPA CTC
|
$149.00
|
|
|
Oct 25, 2024
|
Courageous Leadership: The Ethical Behaviors
|
Sandra Ford Walston
|
$149.00
|
|
|
Nov 13, 2024
|
IRS Collection Trends and the 4 Alternatives When Your Clients Owe Back Taxes
|
Eddie Price
|
$149.00
|
|
|
Dec 11, 2024
|
Maximize Client Adoption of Your Firm’s 1040 Technology Initiatives
|
Carrie Bellinger
|
$149.00
|
|
|
2025
|
Unlimited Webinar Package For 2025
|
|
$799.00
|
|
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