Select Your Conference Courses

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Learning Objectives

• Increased understanding of individual and business federal tax reform developments;
• Tax savings strategies for individuals;
• Enhanced knowledge of the different types of individual and business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions;
• The ability to compare and contrast qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans;
• Identify top estate planning strategies; and
• Increased understanding of current IRS administration and compliance issues.

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Learning Objectives

• Discuss business tax reform developments;
• Enumerate planning ideas for business tax reform; and
• Accurately prepare returns for business taxpayers.

Course Description

COST SEGREGATION (2 HRS)
In this course, we go over cost segregation studies and their many benefits, how they are performed, and the frequent questions that arise when using these reports. We also cover other additional benefits of cost segregation including bonus depreciation, catch-up depreciation, reduced recapture, and partial asset dispositions.
§179D, §45L ENERGY CREDITS (1 HR)
Our presentation covers two of the most overlooked tax savings opportunities, the §179(D) energy deduction and §45L energy credit. We touch on qualifications, strategies for implementation, recent updates, and case study examples.
T.A.G. BUSINESS PERSONAL PROPERTY ( 1HR)
This course provides an overview of best practices to consider when approaching business personal property tax administration. Throughout the session we will review critical elements to successfully maintain compliance while identifying state-by-state opportunities to mitigate excessive property valuations and capture tax savings.
INCREASING REVENUE USING SPECIALTY TAX SERVICES ( 1HR)
This course provides details on how to successfully implement different specialty tax services to generate additional income and increase your firm’s revenue. We will go over different important documents that are necessary to understand the process and take you through relevant case studies.
MARKETING YOUR CPA FIRM ( 1HR)
Our presentation covers the importance of marketing your CPA firm correctly. It can be used to attract the attention of your ideal client and generate new leads. We will also touch on your digital footprint and how social media can be a useful tool in marketing to your clientele, as well as how rebranding/refocusing can help your firm stand apart from others.

Learning Objectives

• Discern what Cost Segregation is, and understand how personal property is determined;
• Determine the 13 principal elements of a quality study;
• Understand Depreciation including:
  • Property classifications
  • Bonus & super bonus depreciation
•  Have a knowledge of Bonus benefits like:
  • Catch-up benefit
  • 1031 exchange
  • Partial Disposition

• Review the § 179D Energy Efficient Commercial Buildings Deduction and its opportunities;
• §45L Energy Efficient Home Credits benefits and strategies;
• Inflation Reduction Act’s changes to these tax savings opportunities;

• Understand what is required to file, appeal, and protest business personal property taxes;
• Know the opportunity available to pursue business personal property tax reduction state-by-state;
• Be aware of the business personal property tax trends that can impact overall tax liability;

• Implement cost segregation strategies and know what to look for, like:
  • 8825
  • Schedule E
  • Depreciation Schedule
• Understand why New Construction projects can build revenue;
• Identify why specialization is important;

• Identify why Marketing matters;
• Learn wow to attract your ideal client;
• Implement social media strategies in your firm to build your digital visibility and footprint; and
• Understanding when to rebrand and refocus to target your chosen demographic.

Course Description

Has your organization experienced change during the recent disruption? Are the professionals in your industry being challenged by new ways of doing business, including industry or regulatory changes?

Ed will share core strategies to manage and lead remotely along with critical strategies to manage projects and time. Participants willl learn how to skillfully rethink and retool your managerial skills in ways that will help you reach your people and empower them to perform while enhancing overall performance and productivity.

Business has changed more since the end of the economic downturn (2009) than in all the prior 30 years. Add to that this recent disruption and you’ll find you’re in a brand-new game. Ed will help you understand the new rules and how to win the game.

This program will also afford Professionals the skills to enhance their performance while enjoying time to increase productivity at work and at home. The course is divided into three key modules. The first section focuses on the skills and tools necessary to effectively manage your time, plan your day, week, month and year as a professional.   The second section is designed to take your newly developed time management skills to the next level by increasing your productivity and enhancing overall performance.

Learning Objectives

• Remotely Inspire, motivate, and guide others towards goal accomplishments.  Consistently develop and sustain cooperative working relationships.  Encourage and facilitate cooperation within the organization and with customer groups; fostering commitment, team spirit, pride, trust.  Develop leadership in others through coaching, mentoring, rewarding, and guiding employees
• Reenforce the key skills to be an effective manager both remotely and on site
• Enhance the effectiveness of remote work groups by improving -
  • Goal, role clarification and interpersonal processes
  • The setting of  priorities, performance objectives and performance measures
  • Monitoring and improving performance and methods employed

• Prioritizing your day, week and life
• Managing multiple priorities as we focus on key outcomes
• Getting more done in less time
• Create a work environment that encourages creative thinking and innovation
• Influence others toward a spirit of service and meaningful contributions to mission accomplishment
• Enable others to acquire the tools and support they need to perform well remotely
• Assure that effective controls are developed and maintained to ensure the integrity of the organizations
• Monitor and evaluate plans and focus on results and measuring

Course Description

WOW! What a beginning to this decade! Our clients finally learned about the importance of being well positioned and ready for unexpected events!  The lessons learned are life altering and game changing! It proves that your clients must always be ready for the multitude of life’s financial uncertainties. Many rules of thumb have been challenged and replaced by more cautious types of planning. In essence, we need to make sure our clients are prepared for this NEW NORM – The Roaring 20s! Having said that, the other side of unique possibilities and future success now exist because of a quickly changing world!

We all know what we would like to do as advisors in helping our clients, but how realistic will it be for us to assess, evaluate and implement our clients’ ability to tackle these objectives using traditional financial planning tools and techniques during this rapidly changing decade? Are the tools we use applicable in truly helping our clients attain these goals in this next decade?

Join Jeff Rattiner, CPA, CFP®, MBA, of the Rattiner’s Financial Planning Fast Track ™, Inc., as he will be sharing with you on how to prepare during the Roaring 20s!!  Rattiner will focus on an evaluation of the core areas of financial planning: cash flow management and budgeting, insurance planning, investment planning, education planning, income tax planning, retirement planning, estate planning as well as other uncertainties that need advance prep, such as divorce and closely held business owner planning opportunities.

You’ll learn how a financial advisor may approach and work with a client in exploring and setting the stage in this unique and previously unexplored terrain. You’ll work through the intricacies of how different types of clients react to the experience of financial endeavors possibly turning out differently than what was previously expected and initially hoped for!

Learning Objectives

• Learn how to assess, evaluate, and implement specific real-life scenarios by distinguishing where a client stands financially today and what may transpire into the uncertain future (The Roaring 20s), all while applying appropriate reads and recommendations towards developing long term strategies, and determining what needs to happen if things go off-course – Again!
• Incorporate the new norm and distinguish that from the old norm within the financial planning process;
• Work through a rapidly changing environment by re-examining the core components of cash flow management, and planning for insurance, investing, education, retirement and estate realities;
• Help identify and communicate critical thoughts in each step of the planning process to develop a strong understanding of client issues; and
• Help you present worthwhile recommendations that will further your client’s lifelong objectives to build an appropriate model during changing times.

Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest accounting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow-scope topics. Major topics will include the latest issues related to, Credit Losses, Lease Implementation Issue, System of Quality Management, miscellaneous FASB updates and Compilations and Review issues.. Topics covered in this course include GAAP updates SSARS and accounting theory for useful financial information.

Learning Objectives

• Identify and apply the most pervasive GAAP updates;
• Cite the basics of the narrow scope GAAP updates;
• Apply the provisions of the new lease standard;
• Apply the major provisions of the standard for Credit Losses; and
• Apply the standards for preparations, compilations and reviews.

Course Description

One of the many phenomena of our post pandemic workforce is the concept of “quiet quitting’. Quiet quitting has impacted the professional service industry in a wide variety of ways such as allowing people to fulfill their normal duties with zero desire to expand the scope of their impact. Quiet quitters may take ownership of their primary responsibilities with no desire to engage as a good corporate citizen including but not limited to staying late, showing up early or on time. These professionals are also less likely to participate in nonmandatory meetings.

This program examines the various details of these concepts and the various ways it has allowed the culture to pivot. Ed will cover 9 secrets to counterattack the behavior’s as we lead this group. It is roughly estimated to be 50-68% of the workforce that participate in this quiet quitting. We’ll identify 9 secret strategies to empower this group to be more engaged and empowered.

Learning Objectives

• Proper definition of the people who fall into this phenomena;
• Strategies to retain those who are productive;
• Strategies to attract new hires;
• How to create a culture around engaging employees; and
• How to recruit great talent to your firm.

Course Description

There are major topics which practitioners face on a regular basis which may consistently create challenges. In this course, Jeff will go over those topics in a Step by Step format to give you the confidence you need with these topics. Major topics will include, Accounting for Income Taxes, Preparing a Statement of Cash Flows, Preparing personal Financial Statements, and Performing an Agreed-Upon Procedures Engagement.

As will all his courses, this course is sure to keep you awake with Jeff Sailor’s signature videos designed to entertain and educate.

Learning Objectives