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Exploring Client Advisory Services: Quarterly Tax Update – Q3 2025

Online

# of CPE Credits

4

Description

In partnership with Peters Professional Education, this program will be held on the Peters Professional Education learning platform. 

 

You will receive an access link prior to the event.
 

 

CAS professionals are an integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course we will explore tax changes in the areas that CAS professionals are involved with—information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes on individual and business tax returns, so that CAS professionals will be able to better assist clients with tax needs throughout the year.

Required Knowledge: A basic understanding of federal taxation

Advanced Preparation: None

Who Should Attend: Tax practitioners and financial advisors who are looking to stay current on federal tax issues

Objective

"- Identify information return and reporting issues - State areas of concern for the IRS and new tax developments - Recall trouble spots for clients and practitioners - Recognize new areas of tax regulation affecting clients and practitioners."

Credit Types

  • Taxes: 4

Event Speaker(s)

David Peters

Event Level:Update
Event Code:WL001425
Event Vendor:Peters Professional Education
Fields of Study:Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    General: Live Online (4 hours)Members$160.00
    General: Live Online (4 hours)Non Members$320.00


    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.