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(16) Accounting | (8) Auditing

2021 FASB SSARS and SAS Update and Review (Item 29 and 29E)

Topics include a summary of newly issued FASB statements, new statements issued by the Auditing Standards Board, changes in compilation and review, current and pending developments, practice issues, and more.

Federal Tax | Tax Planning

Complete Guide to Estate and Gift Taxation

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution.

CFP Ethics

Ethics for the CFP Professional

This program is designed to educate CFP® professionals on the CFP Board's new Code of Ethics and Standards of Conduct, which is effective January 1, 2021.

Personnel | Human Resources

Workplace Culture

During this session, we’ll look at culture and examine those qualities that top companies share and ways your organization can benefit.

Personnel | Human Resources

Working Better Together

During this session, we’ll cover ways to connect, what works well, what doesn’t, and more importantly how to maximize our communication efforts.

Federal Tax | Tax Planning

Terrific Tax Planning Ideas of 2021: Considering Anticipated Changes in the Law Under a New Administration

Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

Federal Tax | Tax Planning

Terrific Tax Planning Ideas of 2021: Qualified Plans, IRAs, and Related Issues

It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs.

Federal Tax | Tax Planning

International Tax Treaties

It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations.

Federal Tax | Tax Planning

International Cross Border Transactions

We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entity's effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered.

Federal Tax | Tax Planning

Restaurant Revitalization Fund

This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.As part of The American Rescue Plan, enacted on March 11, 2021, $28.6 billion was appropriated to assist the restaurant and foodservice industry. These funds are in the form of grants, Restaurant Revitalization Grants, § 5003, Support for Restaurants, and § 9673, Tax Treatment of Restaurant Revitalization Grants.

Tax Implications of Cryptocurrency

This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.

Texas Ethics: A CPAs Guidebook for Ethical Behavior 2021

This course covers not only basic ethical frameworks but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.

New Developments in Estate and Gift Taxation:

A Look at What Has Been Introduced into Congress

Legislation, known as the “For the 99.5% Act”, has been introduced in the United States Congress. If passed, this legislation will create significant changes in estate and gift planning for your clients. This is a significant piece of legislation introduced and it warrants our attention.

Solving Financial Concerns

This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

Post Mortem Estate Planning Primer

The Tax Practitioners Guide to Estate Administration

Buying, Selling, or Gifting a Business Creatively

In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

The Essentials of Fringe Benefit Planning

This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

Florida Ethics: An Overview for accountants

This course is approved to meet the 4-hour ethics requirement of the Florida Board of Accountancy. In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

Professional Ethics Standards and Rules for Ohio CPAs

This course satisfies the Ohio three-hour Professional Ethics Statutes Standards and Rules (Ohio Revised Code) course requirement for all licensees.

Affordable Care Tax: Individual Rights & Responsibilities

By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (PPACA) is likely to affect virtually every person in the United States in some way.

Affordable Care Act: Employer Rights and Responsibilities

Eligible small employers may receive tax credits for providing health insurance coverage to their employees, and large employers may find themselves subject to tax penalties for failing to provide such employee coverage. This course will review the principal coverage provisions of the law and will examine its tax impact on employers.

Tax Treatment of Individual Retirement Arrangements

The Employee Retirement Income Security Act (ERISA) created an individual retirement arrangement—usually referred to simply as an IRA—to allow people who had no other employer-sponsored qualified plan to have certain tax support for a retirement program.

Education Tax Benefits

This course will examine the programs, credits, deductions, and federal income tax treatment of various items that affect saving for and financing an individual’s education.

Healthcare Reform: The Affordable Care Act Tax Provisions

In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot and stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law and will examine its tax impact on individuals and businesses.

Federal Income Tax Changes 2021

This course will examine the tax changes that took effect as a result of the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), and the inflation-changed limits effective for 2021 is more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes.

Understanding the Statement of Cash Flows

The cash flow report is important because it informs investors, creditors, company owners, and other interested parties of the business cash position of the company and can act as a strong indicator of a company’s overall financial health.

The §199A Pass: Through Deduction

The TCJA will have a more significant effect are business owners of pass-through trades or businesses who may be eligible for the TCJA’s pass-through deduction. This course will examine the pass-through deduction authorized under § 199A of the TCJA.

Climate Change Accounting and Sustainability Reporting

Climate change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating to environmental, social, and governance factors.

Protecting Your Assets: Tax and Financial Issues

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products, and other conventional tools.

Current Developments: Accounting and Financial Reporting 2021

The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional.

New Auditing Standards: SAS Nos. 142-143

The objective of this course is to address the new auditing standards issued by the Auditing Standards Board as SAS No. 142-143.

Non-Qualified Plans

The course examines the considerations that are relevant to establishing nonqualified plans, including the economic and tax issues, and discusses the financial products that are generally preferred in their funding.

1040 workshop taxes in depth 2021

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

An Introduction to Self-Directed Solo 401(k)s

As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe one of the best, cost-effective, and tax-efficient optimization strategies available for them.

Tax Sheltered Annuities

The rules governing premature and required distributions are discussed, and the limits applicable to participant loans from tax-sheltered annuities are considered. The maximum loan repayment schedules are addressed, and the consequences of loan default are explained.