Taxing Topics: This session has become one of our more popular as we have compiled the most frequent and complex questions from your peers to provide practical solutions that you face during the heat of tax season. Our coverage will include the individual tax provisions of the One Big Beautiful Bill Act (OBBBA) for 2026. As always, we will also discuss recent rulings, court cases, and other federal developments which impact both you and your clients.

Trump Accounts: This session will provide a comparative framework against traditional savings vehicles like 529 Plans and Roth IRAs, highlighting key differences in flexibility and tax treatment. Participants will also receive a detailed briefing on the $1,000 pilot program for newborns and how to establish the accounts with Form 4547. 

Ethics: This session focuses on the ethical mandates and regulatory framework that govern the professional conduct of tax practitioners. In addition, we will review the penalty provisions within the Internal Revenue Code and highlight the legal consequences of non-compliance and the importance of due diligence.

Working after Retirement: This session provides tax professionals with the technical depth and planning strategies required to advise clients who are balancing earned income with retirement benefits. We will move beyond basic compliance to focus on mitigating the hidden surtaxes that can devastate a senior’s net cash flow.

Life Estates: We will start with a deep dive into Life Estate arrangements - an essential tool for real estate and Medicaid planning - before expanding into additional tax saving strategies to help maximize client savings.

Injured vs. Innocent Spouse: When a joint tax return leads to unexpected debt or a seized refund, taxpayers often feel trapped by their spouse’s financial history or errors. This seminar provides a comprehensive deep dive into the legal requirements, filing procedures, and strategic differences between Injured Spouse Allocation and Innocent S…

Taxing Topics: This session has become one of our more popular as we have compiled the most frequent and complex questions from your peers to provide practical solutions that you face during the heat of tax season. Our coverage will include the individual tax provisions of the One Big Beautiful Bill Act (OBBBA) for 2026. As always, we will also discuss recent rulings, court cases, and other federal developments which impact both you and your clients.

Trump Accounts: This session will provide a comparative framework against traditional savings vehicles like 529 Plans and Roth IRAs, highlighting key differences in flexibility and tax treatment. Participants will also receive a detailed briefing on the $1,000 pilot program for newborns and how to establish the accounts with Form 4547. 

Ethics: This session focuses on the ethical mandates and regulatory framework that govern the professional conduct of tax practitioners. In addition, we will review the penalty provisions within the Internal Revenue Code and highlight the legal consequences of non-compliance and the importance of due diligence.

Working after Retirement: This session provides tax professionals with the technical depth and planning strategies required to advise clients who are balancing earned income with retirement benefits. We will move beyond basic compliance to focus on mitigating the hidden surtaxes that can devastate a senior’s net cash flow.

Life Estates: We will start with a deep dive into Life Estate arrangements - an essential tool for real estate and Medicaid planning - before expanding into additional tax saving strategies to help maximize client savings.

Injured vs. Innocent Spouse: When a joint tax return leads to unexpected debt or a seized refund, taxpayers often feel trapped by their spouse’s financial history or errors. This seminar provides a comprehensive deep dive into the legal requirements, filing procedures, and strategic differences between Injured Sp…

Federal Update: A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2026 tax returns, with a focused explanation and analysis of the more difficult areas. We will also provide numerous practical and useful illustrations to have you up and running for next tax season. 

Complete Analysis of New 2026 Tax Legislation: An in-depth discussion of the new tax bills, and any additional tax laws that will affect the 2026 income tax return, as well as tax planning ideas for your clients.

Ethics: This session provides a comprehensive review of ethical standards under Circular 230, addressing the challenges tax professionals face in their daily practice. 

State Tax Updates: All Part II participants will have the ability to view the Wisconsin and Arizona state updates for FREE. All Part II federal seminars will be the same at each location; we will send you a link to view the state update on-demand webinars and/or written materials as soon as they are available. 

Note: The state updates are not available for CE/CPE credits. 

Qualifies for:
IRS 8 CE Hours: (2 hrs Federal Tax Law Update, 5 hrs Federal Tax Review, and 1 hr of Ethics)
   IRS update: 9AZCR-U-00120-25-O
   IRS tax law: 9AZCR-T-00121-25-O
   IRS ethics: 9AZCR-E-00119-25-O

NASBA 8 Credit Hours: (7 hrs Taxes, 1 hr Regulatory Ethics)
CFP 8 Credit Hours: (no credits for ethics)
   CFP tax: 333386

Wisconsin Attorneys 8 CLE Hours: (no credits for ethics, Approval pending)

Federal Update: A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2025 tax returns, with a focused explanation and analysis of the more difficult areas. We will also provide numerous practical and useful illustrations to have you up and running for next tax season.

Complete Analysis of New 2025 Tax Legislation: An in-depth discussion of the new tax bills, and any additional tax laws that will affect the 2025 income tax return, as well as tax planning ideas for your clients.

Ethics: This session provides a comprehensive review of ethical standards under Circular 230, addressing the challenges tax professionals face in their daily practice.

State Tax Updates: All Part II participants will have the ability to view the Wisconsin and Arizona state updates for FREE. All Part II federal seminars will be the same at each location and we will send you a link to view the state update on-demand webinars as soon as they are available.

Note: The state updates will be available online only.

S Corporations: This course will cover everything from the creation to the liquidation of an S corporation. Code Section 351 tax-free incorporations of an existing business, S corporation basis, passive investment rules, built-in-gain tax, termination of S status, and S corporate liquidations to illustrate a completed liquidation example including Form 966, 1120S, 4797, 6252, 8594 and 8960. We will explain how to establish reasonable compensation for a shareholder/employee. We will also address the negative consequences of paying an unreasonably low amount of officer compensation, including potential penalties. Plus, we will also review the rules for international reporting, focusing on the filing requirements of Schedules K-2 and K-3. 

Recent Developments: This course provides a review of new tax laws, court cases, IRS rulings, and other developments as we examine their impact on your business clients. This session is designed to move beyond the headlines, equipping you with the technical knowledge to optimize client deductions under the new 2026 standards. Plus, some strategic planning ideas you can use with your tax clients. 

Like-Kind Exchanges: This session includes a discussion of qualified replacement property, replacement period, and the related party rules involved in a “tax-free exchange” under Code Sec. 1031. This section will include an example with completed Forms 1040, 4797, 8824 and Schedule D, depreciation schedules, and related worksheets as well as basis calculations, boot received, the build-to-suit exchange, and the reverse Starker exchange. 

Foreclosures and Repossessions: The tax implications for the loss of property through foreclosure or repossession can be as complex as the legal proceedings. This course provides a comprehensive guide to treating these events as taxable dispositions. We will explore how to calculate gain or loss, determine the character of that gain based on asset type, and manage the tax tre…

S Corporations: This course will cover everything from the creation to the liquidation of an S corporation. Code Section 351 tax-free incorporations of an existing business, S corporation basis, passive investment rules, built-in-gain tax, termination of S status, and S corporate liquidations to illustrate a completed liquidation example including Form 966, 1120S, 4797, 6252, 8594 and 8960. We will explain how to establish reasonable compensation for a shareholder/employee. We will also address the negative consequences of paying an unreasonably low amount of officer compensation, including potential penalties. Plus, we will also review the rules for international reporting, focusing on the filing requirements of Schedules K-2 and K-3. 

Recent Developments: This course provides a review of new tax laws, court cases, IRS rulings, and other developments as we examine their impact on your business clients. This session is designed to move beyond the headlines, equipping you with the technical knowledge to optimize client deductions under the new 2026 standards. Plus, some strategic planning ideas you can use with your tax clients. 

Like-Kind Exchanges: This session includes a discussion of qualified replacement property, replacement period, and the related party rules involved in a “tax-free exchange” under Code Sec. 1031. This section will include an example with completed Forms 1040, 4797, 8824 and Schedule D, depreciation schedules, and related worksheets as well as basis calculations, boot received, the build-to-suit exchange, and the reverse Starker exchange. 

Foreclosures and Repossessions: The tax implications for the loss of property through foreclosure or repossession can be as complex as the legal proceedings. This course provides a comprehensive guide to treating these events as taxable dispositions. We will explore how to calculate gain or loss, determine the character of that gain based on asset type, and manage the tax tre…

Federal Update: A COMPLETE “Form 1040 and Beyond” review of up-to-the-minute tax law and IRS form changes for 2026 tax returns, with a focused explanation and analysis of the more difficult areas. We will also provide numerous practical and useful illustrations to have you up and running for next tax season. 

Complete Analysis of New 2026 Tax Legislation: An in-depth discussion of the new tax bills, and any additional tax laws that will affect the 2026 income tax return, as well as tax planning ideas for your clients.

Ethics: This session provides a comprehensive review of ethical standards under Circular 230, addressing the challenges tax professionals face in their daily practice. 

State Tax Updates: All Part II participants will have the ability to view the Wisconsin and Arizona state updates for FREE. All Part II federal seminars will be the same at each location; we will send you a link to view the state update on-demand webinars and/or written materials as soon as they are available. 

Note: The state updates are not available for CE/CPE credits. 

Qualifies for:
IRS 8 CE Hours: (1 hr Federal Tax Law Update, 6 hrs Federal Tax Review, 1 hr Ethics
   IRS update: 9AZCR-U-00117-25-O
   IRS tax law: 9AZCR-T-00118-25-O
   IRS ethics: 9AZCR-E-00116-25-O

NASBA 8 Credit Hours: (7 hrs Taxes, 1 hr Regulatory Ethics)
CFP 8 Credit Hours: (no ethics credit)
   CFP tax: 333391

Wisconsin Insurance 8 Credit Hours: (includes 1 credit of Ethics) 
   WI life: 6000184912
   WI ethics: 6000184902

Taxing Topics: Various tax issues and a compilation of the most popular tax questions received from our seminar participants. This session has become one of our more popular as we address common tax issues practitioners face during tax season. Our coverage will include the individual tax provisions of the Federal Disaster Tax Relief Act. As always, we will also discuss recent rulings, court cases and other federal developments which impact both you and your clients.

Self-Directed IRAs: This seminar addresses the unique opportunities and complexities of self-directed IRAs. Explore the types of investments allowed, prohibited transactions, and the critical compliance requirements to maintain tax-advantaged status.

Ethics: This session focuses on the ethical responsibilities of tax preparers and the professional conduct standards outlined in IRS Circular 230. Topics include due diligence, avoiding conflicts of interest, and client confidentiality.

Inherited Assets: This session provides a detailed overview of inherited assets and the tax implications of Income in Respect of a Decedent (IRD). Learn how IRD is taxed, its impact on beneficiaries, and strategies for minimizing tax liability. Topics include recognizing common types of IRD, reporting requirements, and planning opportunities to maximize tax efficiency for clients inheriting assets.

Rental Real Estate: This in-depth seminar covers the complexities of rent…