CPE Catalog & Events

IRS updates to FAQs about the Qualified Energy Efficient Home Improvement Credit and the Residential Clean Energy Property Credit Expected outlook for markets and economy Tips for 2024 reporting of 1099-R

OBBBA impact on college funding and loan repayment  Common advisor mistakes concerning the treatment of  inherited IRAs  New issues facing families under OBBBA

Exclusion from gain of qualified small business stock under section 1202 Setting up online IRS account Ways to submit Power of Attorney Authorization Requests

IR-2024-253: Hurricane Helene Disaster Relief  Discussion of Varian Medical Systems, Inc. and Subsidiaries v. Commissioner court case IRS Form 7217

Latest update concerning HSAs Letter 105-C and the Employee Retention Credit (ERC) FinCEN's Beneficial Ownership Information (BOI) Reports Qualified Rollover Contributions 

Taxation of opportunity zones Current economic outlook IRS Notice 2025-50

The 4-part test to determine R&D tax credit eligibility A discussion of FSA, HSA, and DCB accounts IRS taxation rules related to insurance policies

SECURE 2.0, IRS Notice 2023-62, Final Regulations (September 2025) Alternative assets for 401(k) investors and new proposed regulations on tipping Proposed regulations under Section 224 issued 09/22/25 relating to qualified tips

Federal tax aid for victims of Hurricanes Helene and Milton Medicare open enrollment for 2025 Corporate Transparency Act

New tip rules Tips and overtime update No tax on overtime

Income-drive repayment methods Payroll research and development tax credit IRS tax inflation adjustments for tax year 2025

End of government shutdown New or enhanced deductions in OBBBA Instructions for reporting tip and overtime income 

SEPP (72(t)) payments Anticipated policy changes post-election HSA-qualified insurance policies and coverages

Overview of Form 3520 Year-end tax planning ideas Revenue Procedure 2024-31: IRS guidance for the Energy Efficient Home Improvement Credit 

OBBBA student loan repayment transition IRS Notice 2025-57 and transitional relief for reporting car loan interest Updated Form 1099-K frequently asked questions

2025 Year-End Planning Tips for IRAs and Employer Plans A QCD Counts Toward RMD if Done Before RMD Is Satisfied New IRS Developments

Policy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting

IRS Math and Taxpayer Help Act  Guidance for Tax Year 2025 FLSA Coverage 

2024 post-election updates Required minimum distributions for owners and IRA beneficiaries Signing up for an IP PIN and other IRS-related topics

Discussion of potential contents of the "big , beautiful" tax bill The resumption of federal student loan collections Impact of expiring TCJA provisions Budget reconciliation