Upcoming Digital Summit

Date Conferences Duration Speaker
Mar 13, 2025 New EEOC Enforcement Guidance on Harassment in the Workplace 100 Minutes Jacquiline M. Wagner Order Now
Mar 18, 2025 The IRS Revised ACA Reporting Requirements for 2025: What You Need to Know 100 Minutes Suzanne Lucas Order Now
Date Conferences Duration Speaker
Jun 13, 2024 IRS Form 1065: Top 10 Common Errors and How to Avoid Them 60 Minutes Nick Preusch CPA Order Now
Jun 07, 2024 Unpacking and Navigating the DOL’s New Overtime Exemption Rule 100 Minutes Gerald L. Maatman Order Now
Feb 22, 2024 Understand Common IRS Audit Issues and How to Avoid Them 60 Minutes Nick Preusch CPA Order Now
Feb 09, 2024 Federal Individual and Business Tax Update 240 Minutes J. Patrick Garverick Order Now
Jan 24, 2024 Understand Employee Retention Credit under the CARES Act 120 Minutes Nick Preusch CPA Order Now
Jan 24, 2024 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 Minutes Klaralee R. Charlton Order Now
Nov 30, 2023 Foundations of Form 1041 Fiduciary Income Tax Return 180 Minutes Klaralee R. Charlton Order Now
Nov 21, 2023 Understand the Fundamental of Trusts and Estates Planning 100 Minutes Robert S. Keebler Order Now
Oct 31, 2023 Understand Employee Retention Credit under the CARES Act 120 Minutes Nick Preusch CPA Order Now
Oct 05, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 Minutes Klaralee R. Charlton Order Now
Sep 06, 2023 Grantor Trust Planning: The Issues, The Strategies and The Threats to Bring it Down 240 Minutes Steven G. Siegel Order Now
Jul 17, 2023 Foundations of Estate and Fiduciary Income Tax - Form 1041 and Form 706 360 Minutes Klaralee R. Charlton Order Now
Jun 28, 2023 Understand the Fundamental of Trusts and Estates Planning 100 Minutes Robert S. Keebler Order Now
Jun 22, 2023 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Jun 14, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 240 Minutes Klaralee R. Charlton Order Now
Jun 13, 2023 Understand The Employee Retention Tax Credit and Section 199A Qualified Business Inco... 240 Minutes Nick Preusch CPA Order Now
Jun 01, 2023 Foundations of Preparing Form 1041 Trust & Estate Income Tax Return 120 Minutes Klaralee R. Charlton Order Now
May 16, 2023 Update on The Employee Retention Tax Credit: What You Need to Know 120 Minutes Andrew Seifert Order Now
May 11, 2023 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Feb 10, 2023 Understand Employee Retention Credit under the CARES Act 120 Minutes Nick Preusch CPA Order Now
May 22, 2020 2020 HUD Guidance on Assistance Animals: How to Deal with Unauthorized Pets and Resid... 60 Minutes Paul Flogstad Order Now
May 21, 2020 2020 IRS Representation Update 120 Minutes Robert E. McKenzie Order Now
Apr 29, 2020 CARES COVID-19 relief act: What you and your business need to know 120 Minutes Daniel J. Pilla Order Now
Mar 31, 2020 Excel Dashboard: How to Build an Effective Dashboard with Microsoft Excel 60 Minutes David H. Ringstrom Order Now
Mar 12, 2020 1099 vs. W-2: How Independent Contractors and Employees are Different in 2020 90 Minutes Vicki M. Lambert Order Now
Feb 25, 2020 2020 DOL and EEOC Regulatory Agenda 90 Minutes Margie Faulk Order Now
Feb 25, 2020 2020 Management Compliance Issue: How to Deal with Resident Harassment and Unauthoriz... 90 Minutes Paul Flogstad Order Now
Feb 04, 2020 2020 DOL Final Overtime Rule: What Has Changed And How it Impacts You? 90 Minutes Janette Levey Frisch Order Now
Jan 31, 2020 IRS releases new 2020 Form W-4: What all you need for compliance requirements 90 Minutes Margie Faulk Order Now
Jan 30, 2020 The Dreaded IRS Letter: Understanding How to Handle Troublesome IRS Correspondence 120 Minutes Daniel J. Pilla Order Now
Dec 19, 2019 The New I-9 & W-4- Mandated Requirements for Worker Verification, Authorization and W... 90 Minutes Margie Faulk Order Now
Dec 18, 2019 Meals And Entertainment Expenses Under The Tax Cuts And Jobs Act: What Can Be Deducte... 120 Minutes Daniel J. Pilla Order Now
Dec 06, 2019 Excel Competency: Intermediate Lookup Functions 60 Minutes David H. Ringstrom Order Now
Dec 02, 2019 2020 DOL FLSA Final Overtime Guidelines: How to Comply With the New Federal Overtime... 60 Minutes Margie Faulk Order Now
Nov 15, 2019 IRS Releases New 2020 Form W-4 – What all you need for Compliance Requirement 90 Minutes Vicki M. Lambert Order Now
Nov 14, 2019 Developing a Maintenance Plan for Multi-Family Properties 60 Minutes Paul Flogstad Order Now
Nov 13, 2019 Cut That Tax Debt by a Third: How to Cancel Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Oct 07, 2019 Mastering Excel: Pivot Tables for Beginners 60 Minutes David H. Ringstrom Order Now
Date Conferences Duration Speaker
Mar 13, 2025 New EEOC Enforcement Guidance on Harassment in the Work... 100 Minutes Jacquiline M. Wagner Order Now
Mar 07, 2025 The IRS Released Form 941 for 2025: Employer's Quarterl... 100 Minutes Vicki M. Lambert Order Now
Feb 28, 2025 The IRS Releases New 2025 Form W-4: Understand Line-by-... 100 Minutes Vicki M. Lambert Order Now
Dec 23, 2024 Form W-2 Vs. Form W-4: What’s The Difference And How To... 100 Minutes Dayna J Reum Order Now
Dec 19, 2024 2025 California Law Changes: How to Stay Prepared and C... 60 Minutes Jacquiline M. Wagner Order Now
Dec 17, 2024 Workplace Safety 2024: What OSHA Says About Violence an... 60 Minutes Joe Keenan, MBA, CSP Order Now
Nov 22, 2024 New Regulations for the Pregnant Workers Fairness Act 60 Minutes Jacquiline M. Wagner Order Now
Nov 20, 2024 Partnerships and S Corporations: How to Calculate Basis... 120 Minutes Jason-Dinesen-EA Order Now
Nov 19, 2024 Corporate Transparency Act: The Final FinCEN Rule-2 120 Minutes Nick Preusch CPA Order Now
Nov 13, 2024 Digital Assets – Income Tax Reporting and Gift and Esta... 120 Minutes Nick Preusch CPA Order Now
Oct 30, 2024 New Regulations for the Pregnant Workers Fairness Act 60 Minutes Jacquiline M. Wagner Order Now
Oct 28, 2024 Federal Individual and Business Tax Update 240 Minutes Warren M Bergstein Order Now
Oct 18, 2024 Corporate Transparency Act: The Final FinCEN Rule 120 Minutes Patrick McCormick, JD, LLM Order Now
Oct 08, 2024 Reporting Foreign Accounts & Assets: FBAR vs. Form 8938 100 Minutes Patrick McCormick, JD, LLM Order Now
Sep 27, 2024 New EEOC Enforcement Guidance on Harassment in the Work... 100 Minutes Jacquiline M. Wagner Order Now
Sep 25, 2024 Year-End Audits and Financial Reporting 100 Minutes Eric S. Berman Order Now
Sep 20, 2024 Partnerships and S Corporations: How to Calculate Basis 120 Minutes Jason-Dinesen-EA Order Now
Sep 20, 2024 Unlimited CPE Subscription Pass for Live Webinars or On... 120 Minutes Daniel J. Pilla Order Now
Sep 13, 2024 Effective Strategies for Couples to Maximize Social Sec... 120 Minutes Beza Asrat Order Now
Aug 21, 2024 Effective Strategies for Couples to Maximize Social Sec... 120 Minutes Beza Asrat Order Now
Aug 20, 2024 Focus Areas for June 30th Year-End Audits and Financial... 100 Minutes Eric S. Berman Order Now
Aug 19, 2024 Business Valuations: Writing the Report 100 Minutes Dr. Robert K Minniti Order Now
Aug 12, 2024 Payroll Tax Headaches: Understanding and Resolving Comm... 100 Minutes Debbie Cash Order Now
Aug 09, 2024 New Regulations for the Pregnant Workers Fairness Act 90 Minutes Jacquiline M. Wagner Order Now
Aug 07, 2024 Effective Strategies for Couples to Maximize Social Sec... 120 Minutes Beza Asrat Order Now
Aug 07, 2024 Federal Individual and Business Tax Update 480 Minutes J. Patrick Garverick Order Now
Aug 02, 2024 Demystifying Form 1040: A Comprehensive Guide to Filing... 120 Minutes Warren M Bergstein Order Now
Aug 01, 2024 Line-By-Line Preparation of Form 1120s & 2253 120 Minutes Joseph B. Darby Order Now
Aug 01, 2024 Federal Income Tax update 480 Minutes Yoram Keinan Order Now
Jul 30, 2024 Digital Assets – Income Tax Reporting and Gift and Esta... 120 Minutes Nick Preusch CPA Order Now
Jul 25, 2024 Calculating Overtime as per DOL’s Final Overtime Rules... 100 Minutes Vicki M. Lambert Order Now
Jul 25, 2024 IRS Tax Audit Red Flags: Understand How To Survive an I... 120 Minutes Daniel J. Pilla Order Now
Jul 23, 2024 Effective Strategies for Couples to Maximize Social Sec... 120 Minutes Beza Asrat Order Now
Jul 23, 2024 Form 941 Demystified: Quarterly Federal Tax Return Esse... 120 Minutes Patrick A. Haggerty Order Now
Jul 19, 2024 Foundations of the Federal Estate and Gift Taxes - Form... 180 Minutes Klaralee R. Charlton Order Now
Jun 28, 2024 New EEOC Enforcement Guidance on Harassment in the Work... 100 Minutes Jacquiline M. Wagner Order Now
Jun 20, 2024 Planning for 2025 and Beyond – Sunset of the Tax Cuts a... 120 Minutes Warren M Bergstein Order Now
Jun 20, 2024 Understand How To Get IRS Tax Amnesty - Eliminate IRS T... 100 Minutes Daniel J. Pilla Order Now
Jun 14, 2024 Inherited IRAs: Understand Tax Issues and Planning 120 Minutes Klaralee R. Charlton Order Now
Jun 13, 2024 IRS Form 1065: Top 10 Common Errors and How to Avoid Th... 60 Minutes Nick Preusch CPA Order Now
Jun 11, 2024 US Department of Labor Issues Final Rule on Independent... 100 Minutes Vicki M. Lambert Order Now
Jun 07, 2024 Unpacking and Navigating the DOL’s New Overtime Exempti... 100 Minutes Gerald L. Maatman Order Now
Jun 04, 2024 Roth IRA Fundamentals: Understand Eligibility, Contribu... 120 Minutes Charles K. Montecino Order Now
May 29, 2024 Inherited IRAs: Understand Tax Issues and Planning 120 Minutes Klaralee R. Charlton Order Now
May 24, 2024 Cancelling IRS Penalty and Interest Assessments - Cut t... 120 Minutes Daniel J. Pilla Order Now
May 23, 2024 The Dreaded IRS Letter: How to Be Prepared and Respond... 100 Minutes Daniel J. Pilla Order Now
May 22, 2024 Preparing Form 1041 And Estate Planning - After TCJA &... 120 Minutes Robert S. Barnett Order Now
May 09, 2024 Cancelling IRS Penalty and Interest Assessments - Cut t... 120 Minutes Daniel J. Pilla Order Now
May 01, 2024 Understand How To Get IRS Tax Amnesty - Eliminate IRS T... 120 Minutes Daniel J. Pilla Order Now
Apr 29, 2024 Cancelling IRS Penalty and Interest Assessments - Cut t... 120 Minutes Daniel J. Pilla Order Now
Feb 22, 2024 Understand Common IRS Audit Issues and How to Avoid The... 60 Minutes Nick Preusch CPA Order Now
Feb 09, 2024 Federal Individual and Business Tax Update 240 Minutes 240 Minutes J. Patrick Garverick Order Now
Feb 09, 2024 Corporate Transparency Act: The Final FinCEN Rule 120 Minutes Nick Preusch CPA Order Now
Jan 24, 2024 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Jan 24, 2024 Understand Employee Retention Credit under the CARES Ac... 120 Minutes Nick Preusch CPA Order Now
Jan 24, 2024 Corporate Transparency Act: The Final FinCEN Rule 120 Minutes Nick Preusch CPA Order Now
Jan 19, 2024 Corporate Transparency Act: The Final FinCEN Rule 120 Minutes Patrick McCormick, JD, LLM Order Now
Jan 19, 2024 Federal Individual and Business Tax Update 240 Minutes 240 Minutes J. Patrick Garverick Order Now
Jan 19, 2024 ChatGPT for Accountants: Revolutionizing Accounting wit... 120 Minutes Garrett Wasny Order Now
Jan 18, 2024 Cancelling IRS Penalty and Interest Assessments - Cut t... 120 Minutes Daniel J. Pilla Order Now
Dec 21, 2023 Federal Individual and Business Tax Update 240 Minutes 240 Minutes J. Patrick Garverick Order Now
Dec 14, 2023 IRS Tax Audit Red Flags: Understand How To Survive an I... 120 Minutes Daniel J. Pilla Order Now
Dec 01, 2023 Federal Individual and Business Tax Update 240 Minutes 240 Minutes J. Patrick Garverick Order Now
Nov 30, 2023 Foundations of Form 1041 Fiduciary Income Tax Return 180 Minutes Klaralee R. Charlton Order Now
Nov 21, 2023 Understand the Fundamental of Trusts and Estates Planni... 100 Minutes Robert S. Keebler Order Now
Nov 15, 2023 Understand How To Get IRS Tax Amnesty - Eliminate IRS T... 120 Minutes Daniel J. Pilla Order Now
Oct 31, 2023 Understand Employee Retention Credit under the CARES Ac... 120 Minutes Nick Preusch CPA Order Now
Oct 27, 2023 Federal Individual and Business Tax Update 240 Minutes 240 Minutes J. Patrick Garverick Order Now
Oct 12, 2023 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Oct 05, 2023 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Sep 26, 2023 Estate and Income Tax Planning for the Surviving Spouse 120 Minutes Klaralee R. Charlton Order Now
Sep 20, 2023 Foundations of Preparing Form 706 and 709: The Federal... 240 Minutes Robert S. Keebler Order Now
Sep 14, 2023 IRS Tax Audit Red Flags: Understand How To Survive an I... 120 Minutes Daniel J. Pilla Order Now
Sep 13, 2023 ChatGPT for Business Advisory: Unlocking the Power of A... 120 Minutes Mark Wickersham Order Now
Sep 07, 2023 IRS Tax Audit Red Flags: Understand How To Survive an I... 120 Minutes Daniel J. Pilla Order Now
Sep 06, 2023 Grantor Trust Planning: The Issues, The Strategies and... 240 Minutes Steven G. Siegel Order Now
Sep 01, 2023 ChatGPT x Excel: The Ultimate Toolkit for 21st Century 120 Minutes Garrett Wasny Order Now
Aug 18, 2023 ChatGPT for Accountants: Revolutionizing Accounting wit... 120 Minutes Garrett Wasny Order Now
Aug 10, 2023 IRS Tax Audit Red Flags: Understand How To Survive an I... 120 Minutes Daniel J. Pilla Order Now
Aug 01, 2023 ChatGPT for Accountants: Revolutionizing Accounting wit... 120 Minutes Garrett Wasny Order Now
Jul 17, 2023 Foundations of Estate and Fiduciary Income Tax - Form 1... 360 Minutes Klaralee R. Charlton Order Now
Jun 22, 2023 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Jun 14, 2023 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Jun 13, 2023 Understand The Employee Retention Tax Credit and Sectio... 240 Minutes Nick Preusch CPA Order Now
Feb 01, 2023 Foundations of Estate and Fiduciary Income Tax - Form 1... 360 Minutes Klaralee R. Charlton Order Now
Jan 31, 2023 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Jan 25, 2023 Understand How To Get IRS Tax Amnesty - Eliminate IRS T... 120 Minutes Daniel J. Pilla Order Now
Jan 19, 2023 Federal Individual and Business Tax Update 480 Minutes J. Patrick Garverick Order Now
Jan 12, 2023 Reporting Foreign Accounts & Assets: FBAR vs. Form 8938 120 Minutes Patrick McCormick, JD, LLM Order Now
Dec 22, 2022 Foundations of Preparing Form 706 and 709: The Federal... 240 Minutes Steven G. Siegel Order Now
Dec 21, 2022 Understand How To Get IRS Tax Amnesty - Eliminate IRS T... 120 Minutes Daniel J. Pilla Order Now
Dec 21, 2022 2022 Federal Individual and Business Tax Update 480 Minutes J. Patrick Garverick Order Now
Dec 19, 2022 Foundations of Estate and Fiduciary Income Tax - Form 1... 360 Minutes Klaralee R. Charlton Order Now
Dec 15, 2022 Reporting Foreign Accounts & Assets: FBAR vs. Form 8938 120 Minutes Patrick McCormick, JD, LLM Order Now
Dec 15, 2022 Foundations of Preparing Form 706 and 709: The Federal... 240 Minutes Steven G. Siegel Order Now
Nov 22, 2022 2022 Federal Individual and Business Tax Update 480 Minutes J. Patrick Garverick Order Now
Nov 17, 2022 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Steven G. Siegel Order Now
Nov 14, 2022 Grantor Trusts: Issues, Strategies and Threats And The... 240 Minutes Steven G. Siegel Order Now
Nov 08, 2022 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Jan 29, 2020 Navigating the New OSHA 300 Log Electronic Reporting Sy... 60 Minutes Joe Keenan, MBA, CSP Order Now
Date Conferences Duration Speaker
Jun 13, 2024 IRS Form 1065: Top 10 Common Errors and How to Avoid Th... 60 Minutes Nick Preusch CPA Order Now
Jun 07, 2024 Unpacking and Navigating the DOL’s New Overtime Exempti... 100 Minutes Gerald L. Maatman Order Now
Feb 22, 2024 Understand Common IRS Audit Issues and How to Avoid The... 60 Minutes Nick Preusch CPA Order Now
Feb 09, 2024 Federal Individual and Business Tax Update 240 Minutes 240 Minutes J. Patrick Garverick Order Now
Jan 24, 2024 Understand Employee Retention Credit under the CARES Ac... 120 Minutes Nick Preusch CPA Order Now
Jan 24, 2024 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Nov 30, 2023 Foundations of Form 1041 Fiduciary Income Tax Return 180 Minutes Klaralee R. Charlton Order Now
Nov 21, 2023 Understand the Fundamental of Trusts and Estates Planni... 100 Minutes Robert S. Keebler Order Now
Oct 31, 2023 Understand Employee Retention Credit under the CARES Ac... 120 Minutes Nick Preusch CPA Order Now
Oct 05, 2023 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Sep 06, 2023 Grantor Trust Planning: The Issues, The Strategies and... 240 Minutes Steven G. Siegel Order Now
Jul 17, 2023 Foundations of Estate and Fiduciary Income Tax - Form 1... 360 Minutes Klaralee R. Charlton Order Now
Jun 28, 2023 Understand the Fundamental of Trusts and Estates Planni... 100 Minutes Robert S. Keebler Order Now
Jun 22, 2023 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Jun 14, 2023 Foundations of Preparing Form 1041 Trust & Estate Incom... 240 Minutes Klaralee R. Charlton Order Now
Jun 13, 2023 Understand The Employee Retention Tax Credit and Sectio... 240 Minutes Nick Preusch CPA Order Now
Jun 01, 2023 Foundations of Preparing Form 1041 Trust & Estate Incom... 120 Minutes Klaralee R. Charlton Order Now
May 16, 2023 Update on The Employee Retention Tax Credit: What You N... 120 Minutes Andrew Seifert Order Now
May 11, 2023 Cancelling IRS Penalty and Interest Assessments 120 Minutes Daniel J. Pilla Order Now
Feb 10, 2023 Understand Employee Retention Credit under the CARES Ac... 120 Minutes Nick Preusch CPA Order Now
May 21, 2020 2020 IRS Representation Update 120 Minutes Robert E. McKenzie Order Now
Apr 29, 2020 CARES COVID-19 relief act: What you and your business n... 120 Minutes Daniel J. Pilla Order Now
Mar 12, 2020 1099 vs. W-2: How Independent Contractors and Employees... 90 Minutes Vicki M. Lambert Order Now
Feb 25, 2020 2020 DOL and EEOC Regulatory Agenda 90 Minutes Margie Faulk Order Now
Feb 04, 2020 2020 DOL Final Overtime Rule: What Has Changed And How... 90 Minutes Janette Levey Frisch Order Now
Jan 31, 2020 IRS releases new 2020 Form W-4: What all you need for c... 90 Minutes Margie Faulk Order Now
Jan 30, 2020 The Dreaded IRS Letter: Understanding How to Handle Tro... 120 Minutes Daniel J. Pilla Order Now
Dec 19, 2019 The New I-9 & W-4- Mandated Requirements for Worker Ver... 90 Minutes Margie Faulk Order Now
Dec 18, 2019 Meals And Entertainment Expenses Under The Tax Cuts And... 120 Minutes Daniel J. Pilla Order Now