Webcast
California Corner: California Clarifies When a Discretionary Trust Becomes Taxable
By: FTB Legal Ruling 2026-01 clarifies when California can tax an out-of-state trust with a resident beneficiary. Timing of the distribution is everything.
The Tax Practitioner’s Role in Preventing Medicaid Gifting Mistakes
By: The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger the 60-month lookback and how to flag the trap in time.
Seven Million Trump Accounts and Counting — A Gift Tax Safe Harbor and Stock Donation Announcement
Trump accounts are live and a new IRS safe harbor spares most cash gifts from Form 709. Learn the five requirements and why stock gifts need caution.
ASC 818 Is Here – A New GAAP Model for Environmental Credits and Obligations
By: FASB’s new ASC 818 replaces analogy-based accounting for environmental credits with one consistent model. See what it means for your team.
Medi-Cal’s Asset Limit Is Back: The 2026 Gifting Conversation for California Clients
Medi-Cal’s asset limit returns in 2026. Learn why California’s transfer-penalty rules make the gifting conversation different from other states.
OPR Eyes AI Use in Tax Practices Through a Circular 230 Lens (OPR Alert 2026-19)
& AI is already in nearly every practice. OPR Alert 2026-19 adds no new rules to Circular 230, applying the duties we already carry to AI.
How to Lose Your Right to Practice Before the IRS
By: Losing your right to practice before the IRS is rarely about fraud. See the Circular 230 missteps and OPR triggers that catch well-meaning practitioners.
Remote Accounting Done Right: Skills, Security, and Setup
Can accountants work from home and stay compliant? A practical guide for CPAs and tax pros on remote-work skills, security, and setup.
As Wealth Taxes Gain Steam, a New Study Finds the U.S. Code Is Already the Most Progressive in the OECD
Wealth taxes are back on the agenda, but a Fraser Institute study finds the U.S. already runs the most progressive tax system in the OECD.
Cash and Cash Equivalents from Definition to Disclosure
From ASC 230 definitions to restricted cash and IFRS treatment, learn the rules for reporting cash and cash equivalents in this guide.
Networking for Accountants: How Relationships Turn Into Referrals
Turn relationships into referrals with networking strategies for accountants looking to grow a practice that lasts.
IRS Is Phasing Out First Time Abate For Automatic Penalty Relief
The IRS is replacing First Time Abate with Automatic Exemption from Penalty (AEP), applying relief automatically for compliant taxpayers.
Building Your Book of Business with Construction Accounting
800,000-plus contractors need books kept and returns filed. Learn how you can build your business with construction accounting.
IRS Issues Its Introductory Guidelines on Responsible AI Use
The IRS OPR’s first guidance on responsible AI use dropped. Circular 230 duties apply when you hand part of your work to a machine.
What is Forensic Accounting?
What is forensic accounting? Who are these financial detectives using accounting, auditing, and investigative skill to solve financial mysteries?
What Is Cost Accounting? A Guide for Tax Pros
What is cost accounting? A tax pro’s guide to its methods, how it differs from financial accounting, and where it meets tax.
Triage Your Client List Before the July 10, 2026 Kwong Deadline
The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list and decide who should file a protective Form 843 refund claim.
SEO for Accountants: A Beginner’s Guide
A beginner’s guide to SEO for accountants. Claim your Google profile, build service pages, and answer client questions to attract new business online.
AI in Accounting: Where It Helps, Hurts, and How to Use It
AI is reshaping accounting. Learn where it saves time, where it creates risk, and how to use it safely with the right policy and training.
Cybersecurity for Accounting Firms: What the FTC Safeguards Rule Requires
Is your tax practice FTC Safeguards Rule compliant? Discover the 8 required safeguards, WISP guidance, and steps to protect sensitive client information.