Events

CPE Credit: 1 hour for CPAs New tax laws, new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients. Your guidance is...

Join us for our webcast, Year End 2025 Tax Update for Not-for-Profit Organizations, in which we’ll explore important tax updates and developments from the Department of Treasury affecting tax-exempt organizations as...

Event overview Whether you're just beginning your employee stock ownership plan (ESOP) journey or stewarding a mature employee-owned company, understanding the stages of ESOP maturity is key to long-term growth...

Event description Elevated import tariffs and compliance requirements are expected to continue into 2026. Companies are moving from planning to execution—adapting operational, pricing, and structural strategies to manage costs, mitigate...

Section 1202 offers significant tax benefits, but maintaining eligibility during the holding period requires careful attention to details. This webinar will explore common pitfalls and traps that can jeopardize the...