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…

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.