BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.17.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://wp-staging.interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260729T130000 DTEND;TZID=America/New_York:20260812T163000 DTSTAMP:20260722T134539Z CREATED:20260721T182122Z LAST-MODIFIED:20260722T134539Z UID:48471-1785330000-1786552200@wp-staging.interactivelegal.com SUMMARY:NAELA Trust and Estate Tax Returns: Forms to Filing DESCRIPTION:Virtual Workshop via Zoom\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Trust & Etate Tax Returns: Forms to FilingA Three-Part Series on Trust & Estate Tax Returns \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Day 1 July 29th 1 PM-4:30 PM ET: Form 706 – United States Estate Tax Return (Prep & Review)Day 2 Aug. 5th 1 PM-4:30 PM ET: Form 709 – United States Gift Tax Return (Prep & Review) Day 3 Aug. 12th 1 PM-4:30 PM ET: Form 1041– United States Fiduciary Tax Return (Prep & Review) \n \n \n \n \n \n \n \n \n \n \n \n This highly interactive online practicum gives participants real-world experience preparing trust and estate tax returns. Attendees will both complete returns and review “CPA prepared” returns\, working through them live\, reviewing entries\, discussing why they work\, and identifying necessary corrections across multiple scenarios. \n \n \n \n \n \n \n \n \n \n Gain hands-on experience preparing Forms 1041\, 709\, and 706\n Understand how different fact patterns impact tax reporting\n Learn common mistakes and how to avoid them\n Build confidence reviewing\, correcting\, and explaining tax return entries\n Apply practical strategies you can use immediately in your practice\n Integration of substantive tax law with the process of completing returns.\n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Sponsored by InterActive Legal \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Learn about InterActive Legal’s comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system supports both the planning phase and document preparation. It helps you outline and execute the modern Medicaid strategies that most benefit your client. \n \n \n \n \n \n \n \n Schedule a Demo\n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/naela-trust-and-estate-tax-returns-forms-to-filing/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2023/07/shutterstock_1689338008-750x430-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260806T160000 DTEND;TZID=America/New_York:20260806T173000 DTSTAMP:20260724T144006Z CREATED:20260724T142021Z LAST-MODIFIED:20260724T144006Z UID:48512-1786032000-1786037400@wp-staging.interactivelegal.com SUMMARY:AI in Tax Practice DESCRIPTION:New IRS Standards\, New Risks\, and New Opportunities\n\n\n\n \n\n\n\n\n\n \n\n\n\n\n\n\n\n Complimentary Webinar: Practice Better: AI\, Planning Numbers\, Defensive Steps and More\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n Register \n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The IRS’s recently issued OPR Alert 2026-19 on responsible artificial intelligence use in federal tax practice may have far broader implications than many practitioners realize. While directed at tax practice before the IRS\, the Alert raises important questions for tax attorneys\, CPAs\, enrolled agents\, financial advisers\, estate planners\, trust officers\, and other professionals who increasingly rely on AI tools to analyze tax returns\, assist with tax planning\, prepare written advice\, communicate with clients\, review documents\, and support compliance functions. \n The Alert addresses due diligence\, competence\, written advice\, confidentiality\, supervision\, documentation\, and billing practices in an AI-driven environment. Of particular interest is the IRS’s expectation that practitioners understand AI systems’ limitations and risks\, carefully verify AI-generated work product\, implement firm procedures governing AI use\, and maintain appropriate safeguards for confidential taxpayer information. \n \n \n \n \n \n \n \n \n \n \n \n The program will explore what the Alert says\, who may be affected\, how it compares to traditional professional responsibility frameworks\, and whether the IRS has adopted standards that differ from the reasonableness-based approach found in many legal ethics authorities. The webinar will also examine practical issues involving AI-assisted tax research\, return preparation\, estate planning\, client communications\, tax controversy matters\, confidentiality concerns\, engagement letters\, governance policies\, documentation protocols\, and the evolving debate over billing for AI-assisted services. Attendees will leave with practical guidance for using AI responsibly while managing professional\, ethical\, regulatory\, and business risks. \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert S. Keebler\, CPAKeebler & Associates\, LLP \n \n \n \n \n \n Walter Primoff\, CPA \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n Thomas A. Tietz\, Esq.Shenkman Tietz\, LLP \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/ai-in-tax-practice/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/07/AI-in-Tax-Practice.jpg END:VEVENT END:VCALENDAR