Date: July 22, 2026

Time: 11:00 – 11:30 AM

Location: Virtual Webinar

Cost: Free

Did you pay more in income taxes than you should have? You are not alone—and you
may still have time to recover those funds.

Join our experts to learn how amended tax returns can help individuals and businesses
identify missed opportunities, correct past filings, and potentially reclaim money that may
still be owed.

In this session, you’ll learn:
• Common reasons taxpayers overpay and opportunities to recover funds
• How and when to file an amended return (Form 1040-X and business
equivalents)
• Key deadlines and statute of limitations you need to know
• What documentation is required, and how to avoid common mistakes
• Strategic considerations for individuals, business owners, and advisors

Date: August 26, 2026

Time: 11:00 – 11:30 AM

Location: Virtual Webinar

Cost: Free

Do you know the true value of your business? Many business owners don’t have a clear
or current understanding of what their company is worth—and that number can play an
important role in planning, growth, and long-term success.

Join our experts to learn how business valuations can help owners make informed
decisions, prepare for transitions, and plan confidently for the future.

In this session, you’ll learn:
• Key reasons every business should have a current valuation
• Common scenarios where valuations are critical
• How valuations support mergers, acquisitions, and strategic planning
• What goes into a professional business valuation and how it’s determined
• How knowing your value can help you plan for the future with confidence

*Additional seminars and educational sessions will be added throughout the year. Please check back regularly for updates.