Accounting & Tax Planning
The CARES Act and its Impact on Individuals and Businesses (Surgent Self-Study)
By clicking “Buy Now” you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
The Effects of the Tax Cuts and Jobs Act on Small Businesses (Journal Article)
This article appeared in the January 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
By clicking "Buy Now" you will be redirected to LISI to complete your purchase.
Accounting & Tax Planning
The Mathematics of SECURE—Where the Tax Law and Economics Collide (LISI e-Book)
By clicking "Buy Now" you will be redirected to LISI to complete your purchase.
Accounting & Tax Planning
The New Tax Act: Why Clients Need to Review Their Estate Plan Immediately (Journal Article)
This article appeared in the July 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
The Next Decade for Business Following Tax Reform (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
Three Ways the Tax Code Helps Low- and Moderate-Income Clients (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Top 10 Celebrity Estate Mistakes and How to Avoid Them (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
Top 10 Technology Risks and Trends Every CPA Should Know (Surgent Self-Study)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
Top 10 Technology Risks and Trends Every CPA Should Know (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
Understanding the Federal Gift Tax: 2021 Edition (LISI e-Book)
By clicking "Buy Now" you will be redirected to LISI to complete your purchase.
Accounting & Tax Planning
Updated PowerPoint Decks that Advisors Can Use (LISI PPT and On-Demand)
By clicking "Buy Now" you will be redirected to LISI to complete your purchase.