Ongoing

Estate & Gift Taxes Certificate Program

The estate and gifts certificate program will take an in-depth look into the issues surrounding estate and gift taxation. Topics will include gift tax, generation transfer skipping tax, estate tax, income tax on estates, and estate planning. The program culminates in a case study walking you through estate tax preparation from date of death to estate termination.

2023 November Solutions Room: Circular 230 Ethics, 2023/2024

Speaker: Jennifer MacMillan, EA CE: 2 IRS/CTEC CE  Cost: $0 members/$100 nonmembers  On-demand: can be purchased separately after event   We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts!   This course is for Enrolled Agents Read More >