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Trump Accounts, Cost Segregation & 1099 Updates – What’s Changing in June?

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

Cash Balance Plans: Unlocking Tax Savings and Retirement Benefits

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • QKA
  • CASL
  • IA LPA
  • APM
  • QPA
  • CAP
  • EBPAQC
  • ME LPA
  • (k)RS
  • CIPM
  • JBEA
  • TGPC
  • QKC
  • CPC
  • ChSNC
  • CPSP

Child and Dependent Care Credit with Form 2441 Guidance

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

OBBBA Child Tax Credit and Earned Income Credit

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

The One Big Beautiful Bill: Latest Tax Changes

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

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis

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

OBBBA Income Tax Planning for Financial Planners

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

IRS Rules for Dependents, Filing Status, and Divorce

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

Form 1040 Financial Planning Strategies: OBBB Updates

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

Elan Becker | EA

Chapter 13 Bankruptcy: Tax Advisor’s Guide to Discharge for Clients

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

Tax Update: IRS Insights and What’s Changing – April 2026

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

Roth Accounts Explained: Contributions, RMDs & Strategies

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • CDFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • CWS
  • LTC
  • CIMA
  • RICP
  • CFIRS
  • CPWA
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • QKA
  • CASL
  • IA LPA
  • RMA
  • APM
  • QPA
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • JBEA
  • TGPC
  • QKC
  • CPC
  • ChSNC
  • CPSP

Slash Your Taxes: The Secret Powers of Deductions and Credits

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

Advanced Sales and Use Tax Workshop for CA, WA & AZ

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • LTC

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