| October 20, 2025 | 10:00 AM-12:00 PM EDT | Tax Series with Ed Zollars: AI in Modern Tax Practice - Opportunity, Obligation and ApplicationExplore the impact of artificial intelligence (AI) on the tax profession, detailing its capacity for dramatic efficiency gains, the fundamental shift it brings to the professional's value proposition and its potential to disrupt traditional business models. HighlightsKey items covered in this session include:
- The differences between general-purpose AI and domain-specific AI
- Professional obligations under IRS Circular 230, the AICPA Code of Professional Conduct and federal data safeguarding laws (e.g., IRC Sections 6713 & 7216, FTC Safeguards Rule)
- Techniques for effective research using AI, including general-purpose (like Google Gemini) and secure, source-grounded analysis of documents with specialized platforms (like NotebookLM)
- AI usage policies
Benefits
- Identify the inherent risks with general-purpose AI tools, including “hallucinations” and data privacy issues.
- Learn a framework for rigorous due diligence in selecting and implementing AI tools, including vendor vetting, data security, algorithmic transparency and contractual safeguards.
- Understand the transformative impact of AI on tax practices, including efficiency gains, evolving professional value propositions and potential disruptions to traditional business models.
- Recognize key recommendations for firm leadership on developing AI usage policies, establishing vetting committees, implementing mandatory training and updating Written Information Security Plans (WISPs) for compliant AI adoption.
Designed ForCPAs and accounting professionals in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details | Live Webcast |
| October 28, 2025 | 12:00 PM-2:00 PM EDT | Tax Series with Ed Zollars: AI in Modern Tax Practice - Opportunity, Obligation and ApplicationExplore the impact of artificial intelligence (AI) on the tax profession, detailing its capacity for dramatic efficiency gains, the fundamental shift it brings to the professional's value proposition and its potential to disrupt traditional business models. HighlightsKey items covered in this session include:
- The differences between general-purpose AI and domain-specific AI
- Professional obligations under IRS Circular 230, the AICPA Code of Professional Conduct and federal data safeguarding laws (e.g., IRC Sections 6713 & 7216, FTC Safeguards Rule)
- Techniques for effective research using AI, including general-purpose (like Google Gemini) and secure, source-grounded analysis of documents with specialized platforms (like NotebookLM)
- AI usage policies
Benefits
- Identify the inherent risks with general-purpose AI tools, including “hallucinations” and data privacy issues.
- Learn a framework for rigorous due diligence in selecting and implementing AI tools, including vendor vetting, data security, algorithmic transparency and contractual safeguards.
- Understand the transformative impact of AI on tax practices, including efficiency gains, evolving professional value propositions and potential disruptions to traditional business models.
- Recognize key recommendations for firm leadership on developing AI usage policies, establishing vetting committees, implementing mandatory training and updating Written Information Security Plans (WISPs) for compliant AI adoption.
Designed ForCPAs and accounting professionals in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details | Webcast Replay |
| November 21, 2025 | 10:00 AM-12:00 PM EST | Tax Series with Ed Zollars: Key Federal Tax Issues in Divorce for the Experienced CPADivorce is a complex financial transaction requiring a CPA's strategic expertise. Proactive tax guidance is crucial for sound settlements. Explore the divorce tax landscape, asset preservation, liability prevention and equitable property distribution. HighlightsSince the Tax Cuts and Jobs Act of 2017 repealed the alimony deduction for divorce agreements executed after Dec. 31, 2018, the landscape of divorce negotiations has changed significantly. CPAs must master rules for deferred tax liabilities (IRC Section 1041), dependency claims (IRC Section 152(e)) and joint tax attribute allocation. Practitioners will also gain mastery over ethical challenges in divorce engagements, adhering to AICPA and Treasury Circular 230 standards. Benefits
- Understand Circular 230 and AICPA Code requirements; identify and avoid conflicts in divorce tax engagements.
- Apply the IRC Section 152(e) "nights test" to determine custodial parent; recognize limits of Form 8332 transfers.
- Evaluate Section 1041 nonrecognition rules; quantify deferred tax effects and preserve carryover basis in property divisions.
- Assess retirement division methods; differentiate between QDRO and IRA tax treatments; understand alimony tax changes under TCJA.
Designed ForCPAs and accounting professionals in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details | Live Webcast |
| November 25, 2025 | 12:00 PM-2:00 PM EST | Tax Series with Ed Zollars: Key Federal Tax Issues in Divorce for the Experienced CPADivorce is a complex financial transaction requiring a CPA's strategic expertise. Proactive tax guidance is crucial for sound settlements. Explore the divorce tax landscape, asset preservation, liability prevention and equitable property distribution. HighlightsSince the Tax Cuts and Jobs Act of 2017 repealed the alimony deduction for divorce agreements executed after Dec. 31, 2018, the landscape of divorce negotiations has changed significantly. CPAs must master rules for deferred tax liabilities (IRC Section 1041), dependency claims (IRC Section 152(e)) and joint tax attribute allocation. Practitioners will also gain mastery over ethical challenges in divorce engagements, adhering to AICPA and Treasury Circular 230 standards. Benefits
- Understand Circular 230 and AICPA Code requirements; identify and avoid conflicts in divorce tax engagements.
- Apply the IRC Section 152(e) "nights test" to determine custodial parent; recognize limits of Form 8332 transfers.
- Evaluate Section 1041 nonrecognition rules; quantify deferred tax effects and preserve carryover basis in property divisions.
- Assess retirement division methods; differentiate between QDRO and IRA tax treatments; understand alimony tax changes under TCJA.
Designed ForCPAs and accounting professionals in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details | Webcast Replay |
| December 17, 2025 | 10:00 AM-12:00 PM EST | Tax Series with Ed Zollars: DecemberStay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients. HighlightsDetails coming soon. Designed ForCPAs and other financial professionals View Full Event Details | Live Webcast |
| December 22, 2025 | 12:00 PM-2:00 PM EST | Tax Series with Ed Zollars: DecemberStay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients. HighlightsDetails coming soon. Designed ForCPAs and other financial professionals View Full Event Details | Webcast Replay |
| January 21, 2026 | 10:00 AM-12:00 PM EST | Tax Series with Ed Zollars: JanuaryStay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients. HighlightsDetails coming soon. Designed ForCPAs and other financial professionals View Full Event Details | Live Webcast |
| January 28, 2026 | 12:00 PM-2:00 PM EST | Tax Series with Ed Zollars: JanuaryStay in the know with this tax series, featuring Ed Zollars, CPA. Throughout the year, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients. HighlightsDetails coming soon. Designed ForCPAs and other financial professionals View Full Event Details | Webcast Replay |