2026 Masterclass: Tax Planning for Seniors and Retirees
Masterclasses are not included with the PASS.
Tax professionals can learn practical strategies to reduce tax liability for senior and retired clients in this masterclass conducted over three sessions held during August 2026.
Due to the interactive nature of this masterclass, space is limited. A waitlist will be implemented if capacity is reached.
2026 Workshop: Pricing Strategies
AVAILABLE ON DEMAND NOW!
Pricing decisions shape profitability, client relationships, and the long-term sustainability of a tax practice. In this workshop, attendees will explore a range of pricing models used by modern EA and CPA firms, including hourly billing, fixed fees, subscription pricing, and value-based pricing. This session is designed to help practitioners rethink traditional billing methods and develop pricing strategies that support stronger financial outcomes and healthier client relationships.
2025 Masterclass: S Corporations
Great news! We were able to create a Direct-to-on-Demand course from the S Corporation Masterclass.
You can earn 7 CPE/CE by completing S Corporation Essentials.
2024 Masterclass: Tax Research
We created a Direct-to-On-Demand course from this Masterclass. You can earn 5 CPE/CE by completing Tax Research Process.
