CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Pull up a chair. Enjoy deals on a relaxing Newport Beach conference, tax seminars, and bundles. Ends September 10th.

eTax Alerts

8 min read
The 2026 Trustees Report is the first to absorb OBBBA. Learn what changed on the tax side and how to talk clients back from the headlines.

Recent Etax Alerts

7 min read
Medi-Cal's asset limit returns in 2026. Learn why California's transfer-penalty rules make the gifting conversation
6 min read
AI is already in nearly every practice. OPR Alert 2026-19 adds no new rules to
8 min read
Wealth taxes are back on the agenda, but a Fraser Institute study finds the U.S.
2 min read
The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list
3 min read
The IRS launched a centralized fraud reporting hub with four reporting categories. Guide your clients
5 min read
The IRS updated its tip deduction instructions for Schedule 1-A mid-filing season, and the change

Don't Miss It