Cybersecurity: The must-have measures for tax and accounting professionals – Sponsored by Verito (1 CE)

Cybersecurity: The must-have measures for tax and accounting professionals – Sponsored by Verito Speaker: Jatin Narang, CEO, Verito Program Description: Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar will walk you through everything your firm needs to know about a secure environment for storing and sharing data. You will learn...

Supreme Court’s Student Loan Decision Impact on Tax Preparers and the upcoming IRS Data Integration into the Department of Ed Systems. – Sponsored by PayForEd (1 CE)

Supreme Court’s Student Loan Decision Impact on Tax Preparers and the upcoming IRS Data Integration into the Department of Ed Systems. With the Supreme Court’s loan Forgiveness Decision, the White House’s Reaction, and the Debt Ceiling rules, we now have clarity for the upcoming student loan repayment restart. This program will explain the new role and opportunities that tax preparers will play in this new environment. The new IRS Data...

Student Loan Repayment Mini Course – Sponsored by PAYFORED (4 CE)

Speaker: Fred Amrein CE: 4 IRS/CTEC Due to the increased complexity and the new IRS data integration with the Department of Education, tax preparers will have a new financial responsibility in their tax planning services. In 2023, IRS tax data will directly feed both FAFSA and Student Loan Repayment System. It is called the Financial Information Transfer or "FIT." With this integration change and the recent student loan repayment restart, the...

Tax Credit Opportunities R&D and Section 174 Expenses – Sponsored by ADP (1 CE)

CE: 1 IRS & 1 CTEC credit Speaker: Michael Smith, CPA, Director of Tax, ADP  Pursuing tax credits can be complex. Small businesses engaging in qualified research activities have the opportunity to claim lucrative tax credits that could help them fuel innovation, but how do the changes to Section 174 amortization come into play? The research and development (R&D) tax credit is among small businesses’ least claimed and often misunderstood tax credits....

Cybersecurity Compliance Made Easy: WISP, FTC Safeguards Rule & IRS 4557 Compliance – Sponsored by Practice Protect (1 CE)

CE: 1 IRS & 1 CTEC credit Speaker: Jon Melloy For financial professionals cybersecurity isn’t optional, according to IRS 4557 protecting taxpayer data is the law. IRS 4557 and the FTC Safeguards Rule require tax professionals to put in place safeguards to protect their client data and develop a Written Information Security Plan (WISP) which documents their approach. But in this ever-evolving landscape of navigating a starting point can be...

2024 Mid-Year Federal Update (2 CE)

June 26, 2024 |1:00 - 3:00 PM EDT Speakers: AJ Reynolds and Michael Miranda CE: 2 IRS/CTEC Now that tax season is behind us, our profession continues to be challenged. Join us for a fast-paced, must-attend update and overview where you will receive the latest information and guidance that has transpired over the past several months affecting your practice encompassing your business and individual clients. Now Available On-Demand