Events

Speaker(s): Jatin Narang, CEO of Verito; &  Rajat Chawla, Chief Business Officer, Founder and Director at AcoBloom International Mark your calendars for the upcoming Verito & AcoBloom sponsored webinar. Tax practices are increasingly leveraging cloud platforms and offshore partnerships, but both raise significant compliance responsibilities. In this webinar, Verito and AcoBloom will guide you through the critical safeguards and oversight required when working in distributed environments. Verito will explain how...

Presented by: John Warren, EA Location: Marlborough Public Library | 35 W Main StMarlborough, MA 01752 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new deductions...

Speaker(s): Dave Lukas, CEO of Tax Plan IQ Price: Free to All Curious about how you can make the transition from compliance to advisory with tax planning software…but not yet ready for a one-on-one demo?  Join us for our complimentary Open Demo of TaxPlanIQ—the top tax planning software on the market – and discover how easy it can be. What is TaxPlanIQ? Tax Plan IQ is the tax advisory platform built...

Speaker(s): Chad Helmlinger, Director of Product Marketing; & Jonathan Young, Vice President of Marketing Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix what’s...

Speaker(s): Ann Campbell, CIA, CPA CE: 1 IRS/CTEC Mark your calendars for our upcoming webinar, Disaster Relief and Casualty Losses: What Tax Professionals Need to Know with Ann Campbell - Sponsored by Drake. Disasters can leave taxpayers financially and emotionally devastated—but they also trigger important tax relief options. Join us for a comprehensive webinar exploring how to guide clients through disaster-related tax issues, including casualty loss deductions, administrative relief, and...

Speaker(s): AJ Reynolds, EA Simply put, IRS Form 4797 is the form used specifically for reporting the gains or losses resulting from the sale or exchange of business and income-producing property used in a trade or business. However, Form 4797 often generates a countless amount of uncertainty and anxiety. This course will assist tax pros in determining whether a transaction is a capital gain or ordinary income and what tax...

Speaker: Judy Gilmer, EA, USTCP CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers This session will guide the tax preparer through the 1040 form, fromFiling Status to Signature, explaining how portions of the Tax Code, Tax Laws, Revenue Rulings, and Rev Procs, have made provisions for the military taxpayer and spouse, highlighting how the military life affects the tax return, explaining deductions and protections that the military...

Presented by: John Warren, EA Location: Boston Library | 700 Boylston St, Boston, MA 02116 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new deductions and...