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Claude for CPAs and Finance Professionals

EVENT DATE - 2026-06-30 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 90 Minutes

PRESENTER(s): - Garrett Wasny | IRS CPE Credits: 1.0 TAX

Strategic Use Of Trump Accounts (IRC §530A): Planning Opportunities, Tax Treatment, And Compliance

EVENT DATE - 2026-07-01 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

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

Mastering the IRS Offer in Compromise: Post-Deadline Resolution Strategies

EVENT DATE - 2026-07-03 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

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

Effectively Working with the IRS: Using IRS Transcripts and Current IRS Online Tools

EVENT DATE - 2026-07-10 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

PRESENTER(s): - Jim Buttonow | IRS CPE Credits: 2.0 TAX

Digital Assets - Tax and Estate Planning and Compliance

EVENT DATE - 2026-07-22 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

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

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