Aug 29 – Sep 26
Tuesday, August 26, 2025
8:00 AM – 4:00 PM
Best of Tax Planning & Retirement Ideas
Guide practitioners through dozens of strategies.
Thursday, August 28, 2025
1:00 PM – 3:00 PM
Surtaxes
Medicare & Net Investment Income surtaxes overview.
Friday, August 29, 2025
9:30 AM – 11:00 AM
C Corporations
Formation, operation & reporting issues.
1:00 PM – 3:00 PM
IRA’s, Roths & Conversions
Practical retirement tax planning.
Tuesday, September 2, 2025
11:30 AM – 1:00 PM
Depreciation & Amortization
Methods, lives, basis—deep dive.
2:00 PM – 3:00 PM
Estate & Gift Update
Forms 706/709 updates.
Wednesday, September 3, 2025
12:00 PM – 1:00 PM
Foreign Tax Reporting for Individuals
Forms for US taxpayers with foreign items.
Thursday, September 4, 2025
11:00 AM – 1:00 PM
Like Kind Exchanges
Pros, cons, and 1031 mechanics.
Friday, September 5, 2025
12:00 PM – 4:00 PM
Business Pension Plans
Plan types, rollovers, vesting & safe harbors.
Tuesday, September 16, 2025
9:00 AM – 5:00 PM
New Tax Bill – Big Beautiful Bill
Detailed analysis & planning concepts.