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Upcoming Seminars

Tax Ethics Under the Trump Administration: What’s Hot? What are the Ethical Traps for the Tax Practitioners? - 4/20/2018 - Wausau
This program will provide a summary of ethical issues that face the tax practitioner in the era of Trump and discuss recent ethical developments as they pertain to Circular 230, day to day tax practice and procedure issues and other traps for the...
Effectively Working the Room: The Top 10 Habits of Turning Introductions Into Leads - 4/20/2018 - Green Bay
Ever get tongue tied, nervous or freeze in social situations? Do you wish you could be one of those people who can walk into a room of strangers and leave with new business leads and even a few new friends? Then you can't afford to miss this...
Public Speaking for CPAs: 10-Step Process for Delivering a Clear & Powerful Message - 4/20/2018 - Wauwatosa
Public speaking can be one of the most effective tools to position you as an expert, build relationships and enhance your credibility. This course is designed to provide a step-by-step process for developing and delivering a powerful message.
Accidental Nexus: Traps for Growing & Expanding Businesses - 4/20/2018 - Madison
This program will discuss the nexus standards for sales and use tax, and income and franchise tax in a changing landscape. Find out issues on which we can better advise our clients to avoid the nexus traps springing up.
Tax Ethics Under the Trump Administration: What’s Hot? What are the Ethical Traps for the Tax Practitioners? - 4/25/2018 - Altoona
This program will provide a summary of ethical issues that face the tax practitioner in the era of Trump and discuss recent ethical developments as they pertain to Circular 230, day to day tax practice and procedure issues and other traps for the...
How to Survive an Employee Benefit Audit - 4/25/2018 - Waukesha
This program will touch on five key points to survive an employee benefit audit including an in depth look at ERISA (The employee Retirement Income Security Act of 1974) and the 80-120 rule, requirements for an audit, roles of a third party...
Applying Ethics in the Real World - 5/18/2018 - Appleton
Ethics is only easy in a textbook. Applying ethics in real-life is complicated. Ethical dilemmas involve multiple stakeholders, competing priorities, short- and long-term perspectives, risks and rewards. This course will review various ethical...
Federal & Wisconsin Tax Law Changes - 5/18/2018 - Wauwatosa
This program will provide an update on the latest federal and Wisconsin tax law changes for 2017 and future years, including any changes on the Affordable Care Act.
Estate & Succession Planning Strategies for You & Your Business - 5/18/2018 - Madison
How will the changes in Congress impact you and the business owner? This workshop will address the potential benefits and implications of the latest tax law changes relative to tax, employment and succession planning considerations for an...
Tax Ethics - 5/23/2018 - Waukesha
This course will discuss the various issues and interpretations of Treasury Circular 230 and will include an expansive look at the Statements of Standards on Tax Services promulgated by the American Institute of CPAs. Receive practical, hands-on...