Upcoming Events

Gear Up Estates and Trusts, MEMBER ONLY, Germantown, MD

This course will address the 1041 head-on. From discussions on the purposes of the fiduciary income tax return-Form 1041, to specialized topics such as Tier 1 and 2 distributions, the separate share rule, stale trusts, terminations and special needs trusts. This will be a power-packed eight hours. Coverage includes essential terminology of estates and trusts, the essence of a trust vs. a probate estate, simple vs. complex trusts as well as revocable vs. irrevocable trusts. Recent...

International Tax Compliance - How to Disclose Foreign Bank Accounts and Deal with Unfiled International Informational Reports, Webinar

This seminar will include an overview of foreign informational reporting as well as address the associated penalties and available procedures to bring clients into compliance. · International Informational Reporting Requirements Overview · Consequences of failure to file informational reports: (Informational Reporting Penalties; Statute of Limitations) · Overview of compliance programs and procedures, such as Voluntary Disclosures and Streamlined Filing Compliance Procedures. ·...

Mergers and Contingency Planning, Columbia, MD

Succession planning is the accounting profession's ticking time bomb. Brought about by the simultaneous impact of aging Baby Boomer partners, a constant shortage of staff with partner potential and accounting firms' tendency to relegate succession planning to the back burner that has created “merger mania” within the industry. With the flood of tax law changes and stimulus programs brought about by the global pandemic, accounting practice owners have had a convergence of events that...

Mergers and Contingency Planning, Webinar

Succession planning is the accounting profession's ticking time bomb. Brought about by the simultaneous impact of aging Baby Boomer partners, a constant shortage of staff with partner potential and accounting firms' tendency to relegate succession planning to the back burner that has created “merger mania” within the industry. With the flood of tax law changes and stimulus programs brought about by the global pandemic, accounting practice owners have had a convergence of events that...

Enrolled Agent Ethics, October, Columbia, MD

This course examines and addresses the conduct standards within Circular 230. The instructor will present topics on rules governing authority to practice, fees and solicitation of business, requirements to perform professional duties, dealing with conflicts of interest, and restrictions related to practicing before the Internal Revenue Service (IRS). This course fulfills the Annual Filing Season Program and Enrolled Agent ethics requirement. Case studies and examples will be used...

Firm of the Future, Columbia, MD

The practice of accounting has been around for as long as humanity has had a need to keep track of the transfer of goods and services among people. Artifacts, some 7,000 years old reveal that people have been keeping track of transactions since as long as we have had agriculture and lived in those first ancient cities. This course will tell the story of our profession, from where we’ve come from, where we are now, and where we are heading. Your presenter, Jonathan Rivlin,...