Estate Planning as a Tool for Your Business Succession Plan
The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may
Imagine that you are a taxpayer living in Pennsylvania who has recently established a trust for the benefit of your Ohio-resident children. Further imagine
Behind the Scenes at the IRS - How Are Returns Selected for Audit?
With tax season now in the rear-view mirror, some taxpayers may be a bit nervous that the returns they filed with the Internal Revenue Service (the “IRS”)
Updated: Consistent Basis Reporting Is Now the Law of the Land
This article is updated information from our original article posted on February 24, 2016. Recent changes to the law have imposed new reporting requirements
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)