Events and Education

Events

Education

December 2022

  • LP3 #4 ('21-'22) Leading Through Managing (Mid-Atlantic) - Hanover, MD - December 5-6, 2022
  • 12/05/2022
  • Intermediate Level
  • Audience: Individuals, seasoned managers, or team leaders with experience on client-serving teams or internal firm projects
  • LP3 #2 ('22-'23 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - December 7-8, 2022
  • 12/07/2022
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • FASB Update: GAAP for Private Companies in 2022
  • 12/13/2022
  • Basic Level
  • Audience: Accountants and auditors who want an update on current and future FASB standards
  • LP1: Leading Engagements - Virtual, December 14, 2022 (Part 2 of November 30 - December 2, 2022 Class)
  • 12/14/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

January 2023

  • Revenue Reminders: Key Challenges in Applying ASC 606 at Private Companies
  • 01/10/2023
  • Basic Level
  • Audience: Accountants and auditors who want an update on applying ASC 606
  • Understanding Partnership Taxation: The Next Level
  • 01/23/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who regularly deal with partnerships and partners
  • Understanding Real Estate Taxation
  • 01/25/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who have clients who own rental real estate
  • Don Farmer Corporate Income Tax Workshop
  • 01/25/2023
  • Intermediate Level
  • Audience: Individuals who prepare income tax returns for businesses or who engage in income tax planning for businesses.
  • Understanding S-Corporation Taxation: The Next Level Part 1
  • 01/27/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who regularly deal with S-Corporations and S-Corporation Shareholders
  • Understanding S-Corporation Taxation: The Next Level Part 2
  • 01/30/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who regularly deal with S-Corporations and S-Corporation Shareholders

May 2023

  • LP3 #2 ('22-'24): Leading Through Managing - Indianapolis, IN - May 16-17, 2023
  • 05/16/2023
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

December 2022

  • VAT and Indirect Tax Technical Update
  • 12/08/2022
  • Basic Level
  • Audience: Indirect Tax/Customs & Duties, Int'l Corporate Tax, EMEIA Tax

No Educational events currently planned.

December 2022

  • LP3 #4 ('21-'22) Leading Through Managing (Mid-Atlantic) - Hanover, MD - December 5-6, 2022
  • 12/05/2022
  • Intermediate Level
  • Audience: Individuals, seasoned managers, or team leaders with experience on client-serving teams or internal firm projects
  • LP3 #2 ('22-'23 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - December 7-8, 2022
  • 12/07/2022
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • VAT and Indirect Tax Technical Update
  • 12/08/2022
  • Basic Level
  • Audience: Indirect Tax/Customs & Duties, Int'l Corporate Tax, EMEIA Tax
  • FASB Update: GAAP for Private Companies in 2022
  • 12/13/2022
  • Basic Level
  • Audience: Accountants and auditors who want an update on current and future FASB standards
  • LP1: Leading Engagements - Virtual, December 14, 2022 (Part 2 of November 30 - December 2, 2022 Class)
  • 12/14/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting
  • SEK Tax Talk Thursdays - Importing Form Engagement into UltraTax & Other Miscellaneous Tax Items
  • 12/22/2022
  • Basic Level
  • Audience: Tax Professionals
  • Whittlesey - Tax Monthly Meeting - December 2022
  • 12/27/2022
  • Update Level
  • Audience: Internal Tax Professionals

January 2023

  • SEK Tax Level 1 2023
  • 01/05/2023
  • Basic Level
  • Audience: New staff or those who desire to prepare individual returns
  • SEK Tax Level 2 2023
  • 01/09/2023
  • Basic Level
  • Audience: New staff and paraprofessionals involved in return preparation
  • Revenue Reminders: Key Challenges in Applying ASC 606 at Private Companies
  • 01/10/2023
  • Basic Level
  • Audience: Accountants and auditors who want an update on applying ASC 606
  • Whittlesey - January 2023 Audit Update
  • 01/19/2023
  • Update Level
  • Audience: All Professionals in the Audit Practice
  • Understanding Partnership Taxation: The Next Level
  • 01/23/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who regularly deal with partnerships and partners
  • Understanding Real Estate Taxation
  • 01/25/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who have clients who own rental real estate
  • Don Farmer Corporate Income Tax Workshop
  • 01/25/2023
  • Intermediate Level
  • Audience: Individuals who prepare income tax returns for businesses or who engage in income tax planning for businesses.
  • Understanding S-Corporation Taxation: The Next Level Part 1
  • 01/27/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who regularly deal with S-Corporations and S-Corporation Shareholders
  • Understanding S-Corporation Taxation: The Next Level Part 2
  • 01/30/2023
  • Intermediate Level
  • Audience: Tax and financial advisors who regularly deal with S-Corporations and S-Corporation Shareholders
  • Whittlesey - Tax Monthly Meeting - January
  • 01/31/2023
  • Update Level
  • Audience: Internal Tax Professionals

March 2023

  • Whittlesey - March 2023 Audit Update
  • 03/16/2023
  • Update Level
  • Audience: All Professionals in the Audit Practice

May 2023

  • LP3 #2 ('22-'24): Leading Through Managing - Indianapolis, IN - May 16-17, 2023
  • 05/16/2023
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • Whittlesey - May 2023 Audit Update
  • 05/18/2023
  • Update Level
  • Audience: All Professionals in the Audit Practice

July 2023

  • Whittlesey - July 2023 Audit Update
  • 07/20/2023
  • Update Level
  • Audience: All Professionals in the Audit Practice

September 2023

  • Whittlesey - September 2023 Audit Update
  • 09/21/2023
  • Update Level
  • Audience: All Professionals in the Audit Practice

November 2023

  • Whittlesey - November 2023 Audit Update
  • 11/16/2023
  • Update Level
  • Audience: All Professionals in the Audit Practice