Events Listing
3-hour course on IRA strategies: compare account types, Roth conversions, rollovers, reporting, prohibited transactions, tax planning, and Saver’s Credit for clients.
Learn Form 1041 prep for estates and trusts: distributions, fiduciary duties, amortization, IRD, probate, inherited IRAs, revocable & irrevocable trusts, and updated 2025 tax rules.
Thorough tax planning course for employees, retirees, business owners, and heirs. Covers deductions, compliance, checklists, and practical strategies for current and future tax moves.
Learn Social Security planning: maximize benefits, timing strategies, divorce and survivor rules, eligibility, taxability, benefit calculations, and 2025 updates.
Learn 2025 OBBBA tax changes for individuals and businesses. Covers deductions, credits, Sec. 179, bonus depreciation, fringe benefits, and planning strategies.
Minnesota tax update covering taxpayer rights, e-services, sales/use, income, business taxes, legislation, enforcement, and compliance changes.
Stay current with for-profit tax changes. Covers individual and business updates, latest rules, and key court cases without in-depth planning or compliance detail.
Attendees will receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information
Participants receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information.