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2018 Technology Conference

August 16-17 in Pelham - When it comes to technology, we're never going to let you down. Sign up today to expand your knowledge, integrate technology, and deliver results to your organization.


  • Aug 13
    In Person Pelham 8 Credits

    Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course

  • Aug 13
    In Person Pelham 8 Credits

    Join us as we discuss the common errors practitioners make on pass through tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed and both partnership and S corporation returns will be covered. This course follows a highly illustrative case study format to increase participant comprehension and retention.

  • Aug 13
    In Person Montgomery 8 Credits

    The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017 (the "Act"). This class will outline all of the significant changes in the 1,100-page Act. In this course, the participant will learn the legislative changes and how these changes will affect the compliance and planning needs of their clients. This novel course is one that practitioners cannot afford to miss!

    For the webcast version, click here.

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