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Using Claude for Finance and Accounting Professionals: Best Practices & Strategies

EVENT DATE - 2026-11-05 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 60 Minutes

PRESENTER(s): - Justin Muscolino | IRS CPE Credits: 1.0

Captive Insurance Under IRC 831(a) & 831(b): 2026 IRS Crackdown, New Rules & Compliance Risks

EVENT DATE - 2026-11-12 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Charles Montecino | IRS CPE Credits: 2.0 TAX

Claude for Tax Pros: Your AI Second Reviewer for 1040, 1120 & 1065 Returns

EVENT DATE - 2026-11-16 | 03:00 PM ET | 02:00 PM CT | 12:00 PM PT | 120 Minutes

PRESENTER(s): - Sean Stein Smith | IRS CPE Credits: 2.0

Federal Tax Update – Individual & Business Current Developments

EVENT DATE - 2026-11-19 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Warren M Bergstein | IRS CPE Credits: 2.0 TAX

Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals

EVENT DATE - 2026-12-10 | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Charles Montecino | IRS CPE Credits: 2.0 TAX

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