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Financial Planning After the BBB: Tax Law Changes You Need to Know

Nov 02, 10:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • ChSNC

Qualified Business Income (QBI) Deduction (IRC §199A) - The Ins & Outs

Nov 02, 10:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Military Tax Traps: Common Errors That Trigger Audits

Nov 02, 02:30 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • ChSNC

Business Interest Expense Limitation Rules under OBBB in 2026

Nov 02, 03:00 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Hands-on Tax Return Workshop - Individuals (Form 1040) - Part 1

Nov 03, 11:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • ChSNC

Medical Deductions Deep‑Dive: Breaking Down IRS Rules

Nov 03, 12:30 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • CAP
  • ME LPA
  • ChSNC

One, Big, Beautiful Bill (OBBB) - New Depreciation Rules and Published IRS Guidance

Nov 03, 02:30 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Tax Strategies for Middle-Income Households: Part 1

Nov 04, 10:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • ChSNC

Hands-on Tax Return Workshop - Individuals (Form 1040) - Part 2

Nov 04, 11:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • ChSNC

GILTI to NCTI: The OBBBA Tax Changes

Nov 04, 01:00 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Individual Tax Planning with Multiple K 1 Investments

Nov 04, 02:00 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • ChSNC

Travel and Entertainment Expenses: What’s Deductible?

Nov 04, 03:00 PM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

Nov 05, 09:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Slash Your Taxes: The Secret Powers of Deductions and Credits

Nov 05, 10:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • CIPM
  • ChSNC

Tax Strategies for Middle-Income Households: Part 2

Nov 05, 10:00 AM EST

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CPFA/QPFC
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • CIPM
  • ChSNC
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