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Publications, On-Demand Webinars, Contributions
2025 RIA Federal Tax Handbook
The 2025 Federal Tax Handbook will be printed and ready to ship in December 2024.Don't miss out on...
Member Price:
$75.26
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Estates, Trusts, and Planning for Tomorrow - Assessing Need and Preparing an Effective Estate Plan
2 hours
Attorney Julia Parrish, of Barley Snyder, will provide an overview of the estate planning...
Help Your Clients Maximize Their Social Security Benefits
1 Hour
This presentation will cover the basic Social Security rules, how benefits are calculated,...
Thrill'em and Bill'em (Value Billing and Pricing Strategies)
2 Hours
Course Description:
Analyze benefits and drawbacks of various billing methods such as...
Market and Spark It (Marketing and Sales Strategies and Adding Profit Centers to Your Practice)
2 Hours
Course Description:
Learn how marketing has changed in the post pandemic...
Don’t Drop the Baton (Build and Retain Your Team)
2 Hours
Course Description:
Attract and retain an exceptional team
Re-imagine the post...
Run Your Firm the Right Way (Processes)
2 Hours
Course Description:
Deliver a great product consistently
Cut the time you spend doing...
Amending Returns - Individual Filing Form 1040X
1 Hour
The focus of this course is on the Form 1040X. Many individual taxpayers encounter...
Amending Returns - Business Income Tax Returns
1 Hour
The focus of this course is on the Form 1120X and 1065X. Many businesses encounter...
Rental Properties with Emphasis on Short Term Rentals
2 hours
In addition to having rental properties or renting vacation homes, more and more...
Depreciation - Understanding Changes
2 Hours
This course will explain the specific depreciation changes made by the Tax Cuts and Jobs...
Elder Care & Taxes
2 Hours
This course addresses the critical intersection of aging and tax considerations in the...