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Digital Assets - Tax and Estate planning and compliance

EVENT DATE - 2026-07-22 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

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

From Buddy to Boss – Mastering the Promotion Transition

EVENT DATE - 2026-07-23 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 60 Minutes

PRESENTER(s): - Wendy Sellers | HRCI : 1.0 | SHRM : 1.0

S Corp Basis: Preparing Form 7203 and Reconstructing S Corp Basis

EVENT DATE - 2026-07-24 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Jason Dinesen | IRS CPE Credits: 2.0 TAX

Form 706: Tax Compliance, Review and Planning

EVENT DATE - 2026-07-30 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

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

Rethinking IRAs Roth Conversions: Decoding New Tax Laws Regulatory Update Under OBBBA

EVENT DATE - 2026-07-30 | 01:00 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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