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Claude for Accounting & Finance: A Practical Guide for CPAs and Finance Professionals

EVENT DATE - 2026-11-03 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 90 Minutes

PRESENTER(s): - Garrett Wasny | IRS CPE Credits: 1.5 Information Technology

Captive Insurance Under IRC 831(a) & 831(b): 2026 IRS Crackdown, New Rules & Compliance Risks

EVENT DATE - 2026-11-12 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Charles Montecino | IRS CPE Credits: 2.0 TAX

Claude for Tax Pros: Your AI Second Reviewer for 1040, 1120 & 1065 Returns

EVENT DATE - 2026-11-16 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Sean Stein Smith, DBA, CPA, CGMA | IRS CPE Credits: 2.0

The Trump Administration and the Impact on International Workers: Payroll Edition

EVENT DATE - 2026-11-18 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 60 Minutes

PRESENTER(s): - Dayna J. Reum | SHRM- HRCI Credits- 1.0

Federal Tax Update – Individual & Business Current Developments

EVENT DATE - 2026-11-19 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Warren M Bergstein | IRS CPE Credits: 2.0 TAX

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