Tax Tools, Transitions, and Real Estate - 2025 (Live Online Seminar)   New

This course explores essential tools and strategies to stay ahead in a changing tax environment. We’ll discuss the impact of a presidential executive order directing the U.S. Treasury to develop a plan to phase out paper checks for both IRS-issued tax refunds and taxpayer payments, and how to help clients transition smoothly to electronic payment and communication methods. The course also covers how to effectively consult with clients preparing to sell their business—including valuation strategies and tax planning for the transaction. Finally, we’ll review core real estate taxation concepts to support well-rounded client advisory.

Qualifies for IRS and CTEC credit.

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