WR000326: Sales & Use Tax Basics
The course provides participants with a basic understanding of the myriad and complex sales and use tax laws that apply to the daily transactions their clients engage in.
WLS04526: Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop “shop” that brings you the essential individual tax information….
WLS04426: Estate and Life Planning Issues for the Middle-Income Client (PMIC)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually…
WLS04326: Multistate Tax Update (MSTU)
Each year, states work quickly and furiously to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state…
WLS04226: The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4)
Many accounting and finance practitioners have had difficulty understanding and applying the One Big Beautiful Bill Act (OBBBA). Accounting and finance practitioners are still confused and challenged by many of the new and extended tax provisions that the OBBBA delivered. Mastering these crucial provisions requires multiple exposures to these challenging tax changes. This program is…
WLS04126: S Corporation Taxation: Advanced Issues (SCA4)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
WLS04026: Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference…
WLS03926: The Complete Guide to Payroll Taxes and 1099 Issues (CGPT)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a…
WLS03826: CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (PLFB)
Has recent economic turbulence shown us that planning doesn’t work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated…
WLS03726: Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused…