Online Sessions

Access Every Session—Attend Online

Join any Summer Clusters session by live simulcast and choose from the full combined schedule.

Sessions are color-coded by track—blue for Accounting & Auditing, teal for Tax—to help you quickly identify what’s relevant.

For a deeper dive into any session, including full descriptions and speakers, view the San Antonio program page.

Choose Sessions from the San Antonio Program

Monday, June 22

8:30 a.m. – Noon

Annual Accounting and Auditing Update

Review recent FASB, AICPA, PCAOB and SEC activity, including new standards, ASC 606 updates and quality management changes.

Session Fee: $149

Individual Income Tax Update

Stay current on individual tax law changes, planning strategies, deductions and emerging issues impacting your clients.

Session Fee: $149

1:00 – 4:30 p.m.

Avoiding Deficiencies in Peer Review

Improve audit quality by addressing common peer review deficiencies, documentation gaps and new quality management standards.

Session Fee: $149

Taxation of Construction Contractors

Navigate complex tax rules impacting contractors, including long-term contracts, AMT considerations and planning opportunities.

Session Fee: $149

Tuesday, June 23

8:30 a.m. – Noon

Mastering Accounting for Income Taxes

Strengthen your understanding of ASC 740, deferred taxes, disclosures and evolving income tax accounting requirements.

Session Fee: $149

Partnership & S Corp Tax Strategies

Explore planning strategies for pass-through entities, including basis, losses and ownership transitions.

Session Fee: $149

1:00 – 4:30 p.m.

Auditing Revenue and Leases

Tackle complex auditing areas under ASC 606 and 842 with practical guidance on risk assessment and procedures.

Session Fee: $149

IRS Examinations and Hot Issues

Understand audit triggers, IRS focus areas and strategies to help clients navigate examinations successfully.

Session Fee: $149

Wednesday, June 24

8:30 a.m. – Noon

Fraud Case Studies and Controls

Analyze real fraud cases, identify red flags and strengthen controls to prevent financial risk.

Session Fee: $149

Individual Tax Planning Ideas

Discover high-impact planning strategies for individuals, including estate, retirement and income optimization.

Session Fee: $149

1:00 – 4:30 p.m.

Evaluating Evidence & Workpapers

Improve audit documentation quality, evidence evaluation and review processes under updated standards.

Session Fee: $149

S Corp, Partnership and LLC Tax Update

Stay current on tax law changes impacting pass-through entities and planning opportunities for business clients.

Session Fee: $149

Explore the Galveston Cluster Sessions

These sessions reflect the Galveston program schedule and are also available by live simulcast.

Sessions are color-coded—blue for Accounting & Auditing and teal for Tax—so you can quickly identify what fits your work. For full course descriptions, speaker details and additional context, visit the Galveston program page.

Choose Sessions from the Galveston Program

Monday, July 6

8:30 a.m. – Noon

Small-Business Accounting, Audit and Attest Update

Get current on recently issued accounting, auditing, SSARS and quality management standards impacting small and medium-sized business engagements.

Session Fee: $149

Federal Tax Update

Review the latest tax law changes, cases and rulings affecting individual and business clients, with planning guidance for current developments.

Session Fee: $149

1:00 – 4:30 p.m.

Technology Trends and Hot Topics Impacting the Accounting Profession

Explore AI, ChatGPT, RPA, cybersecurity risks, audit data analytics and SAS 142 guidance impacting accounting and auditing work.

Session Fee: $149

Mastering Basis Issues for S Corporations, Partnerships and LLCs

Strengthen your understanding of basis, distributions, loss limitations and flow-through entity tax issues.

Session Fee: $149

Tuesday, July 7

8:30 a.m. – Noon

Preparing and Reviewing Client-Prepared Financial Statements and General Attest Engagements

Review best practices for financial statement preparation, compilation and review engagements, attestation standards and common peer review issues.

Session Fee: $149

Securing a Comfortable Retirement

Help clients evaluate retirement income needs, available resources, portfolio strategies, SECURE Act 2.0 planning and tax considerations.

Session Fee: $149

1:00 – 4:30 p.m.

Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

Focus on disclosure requirements, balance sheet and income statement presentation, ASC 606, ASC 842 and practical private company examples.

Session Fee: $149

Taxation of Partnership Distributions and Sales of Partnership Interests

Dive into Subchapter K issues involving partnership distributions, sales of partnership interests, disguised sales and related planning considerations.

Session Fee: $149

Wednesday, July 8

8:30 a.m. – Noon

Evaluating Fraud Risk in a Financial Statement Audit

Review fraud risk assessment responsibilities, updated fraud procedures, internal controls and case studies based on recent frauds.

Session Fee: $149

Essential Depreciation and Expensing Update

Review depreciation, amortization, property transactions, bonus depreciation, Section 179, MACRS and planning considerations.

Session Fee: $149

1:00 – 4:30 p.m.

Auditing Complex Management Estimates

Strengthen your approach to auditing accounting estimates, credit losses under ASC 326, contingencies and SAS 143 requirements.

Session Fee: $149

The Top Five Tax Issues in Dealing with LLCs and Partnerships

Review critical LLC and partnership tax issues, including self-employment tax, capital accounts, basis, debt and guaranteed payments.

Session Fee: $149