Sep 3 – Oct 1
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.