Events

Smart Money Moves in Your 40/50/60s - Sponsored by MetLife IRS Program #: n/a CE: n/a Speaker: Robert Lembo Achieving your financial goals is no easy task. It is complicated and takes time. That’s why MetLife‘s complimentary, 60-minute workshop Smart Money Moves in Your 40s, 50s, 60s and Beyond is a good place to start. It includes 10 valuable and practical tips to set yourself up for financial success. Join your colleagues Read More >

Built In Cap Gains: Converting C Corp to S Corp Date: September 22nd 2:00 - 4:00pm ET IRS Program #: X9QQU-T-00799-21-S/O CE: 2 Speaker: Marcus Dyer, EA Avoiding the Pitfalls of Built-in Capital Gains Tax (converting from C to S Corporations) COURSE DESCRIPTION This topic is the subject of an IRS audit campaign Converting from C corporation to S corporation status can benefit many companies from tax and operation standpoints. Read More >

Speaker: Robert Kerr, EA 2 CE IRS’ authority to correct taxpayers’ math errors has a nearly 100-year history. While math hasn’t changed much in the last century, IRS’ authority for changes under MEA (Math Error Authority) has changed dramatically—and in ways that affect taxpayer rights. In this 2 CE overview, participants will learn about MEA origins, expansion over time, and the importance of a timely response to IRS math error Read More >