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PRE RECORDED 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
Jun 25, 2025 DISTRESSED REAL ESTATE STRATEGIES: TAX IMPLICATIONS AND CONSIDERATIONS Matthew E. Rappaport, Esq., LL.M. $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
May 30, 2025 GETTING STARTED WITH E-SERVICES Roger Nemeth, EA $149.00
Oct 18, 2024 Offers-in-Compromise: Filing Offers That Get Accepted Eddie Price $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
Jan 16, 2025 Navigating IRS Installment Agreement Options Catharine O'Connor $149.00
Feb 21, 2025 Taxation of U.S. Owners of Foreign Corporations and Completing Form 5471 Robert J. Misey $149.00
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