Specialized Knowledge Day -- IN-PERSON Event COURSE MATERIALS CAN BE DOWNLOADED HERE Time:  8:00am - 12:00pm Place:  Holiday Inn Executive Center, 5565 Greenwich Road, Virginia Beach, VA 7:30 – 8:00  REGISTRATION CHECK-IN & BREAKFAST 8:00 – 8:05  WELCOME & ANNOUNCEMENTS 8:05 – 8:55  SPECIAL NEEDS PLANNING 8:55 – 9:45  ASSET PROTECTION PLANNING AND MEDICAID BENEFITS […]

You are registered for the "Tales of Corruption" Event Below are the Zoom instructions and course details:  Kaplan uses Zoom for live online classes.  You will be prompted to enter your name and email to access the webinar. The room will be opened 15 minutes prior to the start time. If the room is open, then you […]

You are registered for the "Tax Ethics 2024: Recent Developments for Compliance" Event Below are the Zoom instructions and course details:  Kaplan uses Zoom for live online classes.  You will be prompted to enter your name and email to access the webinar. The room will be opened 15 minutes prior to the start time. If the room […]

You are registered for the "Current Federal Tax Developments" Event Below are the Zoom instructions and course details:  Kaplan uses Zoom for live online classes.  You will be prompted to enter your name and email to access the webinar. The room will be opened 15 minutes prior to the start time. If the room is open, then […]

You are registered for the "2024 Analytical Procedures Workshop" Event Below are the Zoom instructions and course details:  Kaplan uses Zoom for live online classes.  You will be prompted to enter your name and email to access the webinar. The room will be opened 15 minutes prior to the start time. If the room is open, then […]

You are registered for the "Introducing Tax-Exempt Organizations - What's the Purpose of it All" Event Below are the Zoom instructions and course details:  Kaplan uses Zoom for live online classes.  You will be prompted to enter your name and email to access the webinar. The room will be opened 15 minutes prior to the start time. […]

Specialized Knowledge Day -- IN-PERSON Event Time:  8:00am - 12:00pm Place:  Holiday Inn Executive Center, 5565 Greenwich Road, Virginia Beach, VA FLYER with Agenda Speaker 1 Handout - Why ESOP's are Becoming a First Option Speaker 2 Handout - Navigating the SECURE ACT Speaker 3 Handout - Applicable Large Employers Reporting for Calendar Year 2024 […]

TAXES Schedules K-2 and K3 - Why Even Partnerships and S Corporations with No Foreign Activities or Members In early 2021 the IRS posted updates to the instructions for the new Schedules K-2 and K-3 for partnerships and S corporations that pointed out that most entities with no international activities or foreign equity holders will […]

Topgolf Virginia Beach 5444 Greenwich Road, Virginia Beach, Virginia 23462 Tuesday, December 3 from 6:00 PM to 9:00 PM MEMBERS ATTEND FOR FREE Members may bring a guest for a discounted price of $50 A BBQ dinner with complimentary non-alcoholic beverages will be held from 6:00-7:00 PM. Two hours of unlimited Topgolf play will be […]

TAXES New Businesses - Advising Clients on Related Tax Issues One of the biggest tax mistakes made by businesses involves the selection of an inappropriate entity type or not properly handling the rules that apply to allow certain structures to be formed tax free. Should a client be a corporate tax entity? Is it possible […]