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.

Highlights of key updates include:

• Latest individual federal tax reform developments
• New proposed/enacted tax legislation
• Tax savings strategies
• SECURE Act guidance and SECURE 2.0
• Advanced Child Tax Credit and IRS Letter 6419
• Virtual currency overview
• IRS administration and compliance
• Relevant tax cases and rulings

Learning Objectives

Upon successful completion of this course, participants will accomplish:

• 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.
• Increased understanding of current IRS administration and compliance issues.
• Exposure to relevant 2022 tax cases and rulings.

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.

Highlights include:

• Latest federal tax reform developments
• New proposed/enacted tax legislation
• Tax savings strategies
• Cannabis Sales Taxed
• Business Interest Deductions Limited
• Business (Restaurant) Meals 100% Deducible
• Depreciation Changes and Luxury Auto Depreciation Updated
• QBI Deduction Stays the Same
• Avoid Obamacare Form 226-J Penalties

Learning Objectives

Upon successful completion of this course, participants will be able to:

• Convey details of updated IRS changes
• Recognize opportunities to use business credits.
• Summarize the different types of business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
• Compare qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans, identifying the rules on loans to participants and hardship distribution rules to ensure compliance with tax regulations.
• Discuss income subject to self-employment tax and withholding from wages, and assess the impact of various withholding and wages issues.
• Determine the difference between an independent contractor and an employee and examine subsequent reporting requirements.
• Prepare federal tax returns for C corporations.
• Prepare federal tax returns for S corporations.
• Understand federal changes and new rulings.
• Provide tax services for clients based on IRS practice and procedure provisions.
• Describe new developments in IRS policies and procedures.
• Identify the requirements of filing an offer in compromise (OIC).

Course Description

Learn why and how to develop leaders in your organization. Identify people who can be considered part of the succession plan when the management team retires. Develop people to understand the core leadership competencies, successfully develop people and grow. This program will differentiate between leading, managing, coaching and mentoring, how and when to apply each skillset.

This high impact program cultivates the best in your leaders and shows them how to serve as role models to enhance organizational performance. Besides developing leaders for success, this program also helps to accomplish more objectives with greater results at a faster pace than ever before. Participants learn to understand the key strategies they need to use as coaches and mentors to produce high payoffs in their staff with little or no expense. Participants leave the program enthused, motivated and empowered to act.

Learning Objectives

Upon successful completion of this course, participants will be able to: • The 4 key characteristics of a leader • How to be an effective leader and a trusted advisor • 7 Core competencies of good managers • The 5 core competencies of leaders • What motivates the managers and leader in people • How to increase performance at all levels. • How to empower others. • Assessing your empowerment strength. • Various types of leaders • What demotivates the manager and leader in people

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 Revenue Recognition, Leases and Credit Losses. Topics covered in this course include GAAP updates and accounting theory for useful financial information.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify and apply the most pervasive GAAP updates. • Cite the basics of the narrow scope GAAP updates. • Describe the characteristics of useful disclosures. • Apply the provisions of the new lease standard. • Apply the provisions for revenue recognition. • Describe the major provisions of the standard for Credit Losses.

Course Description

Technology continues to evolve and amaze! In fact, but for technology, where would our businesses be today? It’s truly amazing to see how companies quickly embraced many forms of technology in response to the pandemic. That pace of change is likely to accelerate as newer technologies become mainstream. Tools such as robotic process automation, data analytics, collaboration tools, and artificial intelligence will affect virtually every organization over the coming five years, working alongside today’s mainstream technologies. Participate in this session so you are prepared to embrace and prosper in an ever-evolving technological world.

Highlights include:
• Developments in hardware and software
• Significant developments in emerging technologies and why many of these technologies are essential now
• Critical cybersecurity issues and potential solutions
• Determining if subscription-based software models are right for your team
• The impact of 5G technologies on virtually all aspects of communications

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify significant technology issues that affect accounting and financial professionals • List at least three security practices that should be in place in every organization • Evaluate software subscription models to determine if they are ideal for your team • Differentiate between various communication and collaboration platforms, such as Teams and Zoom • Estimate the impact of emerging technologies such as blockchain, artificial intelligence, machine learning, robotic process automation, and data analytics on businesses • Recognize technologies that will be key in a post-pandemic environment

Course Description

Practitioners must provide a variety of reporting services, including compilations, reviews, and audits. This course will cover the latest requirements as well as practical advice for practitioners to effectively do their jobs. Particular attention will be paid to peer review issues. Various “big picture” thinking skills will be discussed as well. A major topic will be the AICPA’s focus on risk assessment. Jeff will also cover the new requirements for Agreed-Upon Procedures engagements under brand new SSAE 19. This course is sure to keep you awake with Jeff Sailor’s signature videos designed to entertain and educate.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify and apply the latest audit standards. • Cite and apply the latest compilation, preparation, and review standards. • Apply the new provisions for Agreed-Upon Procedures engagements under SSAE 19. • Identify peer review problem areas. • Cite and apply better practice skills.

Course Description

It is safe to say that you use Excel to some degree, but do you and your team use it as efficiently and effectively as you could? Are you taking advantage of newer features such as Data Models, Dynamic Arrays, and the ability to collaborate in real-time with other Excel users? Do you use IDEAS, the IFS function, or the XLOOKUP function? Is Power Query part of your daily
routine? Can you use Flash Fill to manipulate data?

In this session, you will learn about each of the above features, plus many others, to boost your productivity and accuracy when working with Excel. This session is a “must-see CPE” session for every accounting and financial professional who desires to use Excel better.

Highlights include:
• New features available in Excel that accounting and financial professionals should use
• How to work with larger volumes of data in Excel
• Improving efficiency through Excel’s collaboration tools
• How to link various sources of external data into Excel for reporting and analysis
• Create user-defined functions in Excel.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify the importance of Power Query in everyday situations. • Utilize Flash Fill to manipulate data without resorting to formulas. • List examples of when you should use Excel’s multi-condition functions. • Define “array” and identify situations when Dynamic Arrays can improve productivity. • Specify at least two ways you can Data Models and their impact on reporting processes.

Course Description

Use a 5 step PREDI program to solve problems as a team or individually learn how to utilize a variety of problem-Solving Tools. Make clear and convincing oral presentations to individuals or groups. Listen effectively and clarify information as needed. Facilitate an open exchange of ideas and foster an atmosphere of open communication. Weigh the positive and negative aspects of each option, and consider all the alternatives.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Weigh the positive and negative aspects of each option, and consider all the alternatives • Forecast the important outcomes of each alternative based on an analysis of available (often incomplete) data • Determine which option is best for a situation • Make effective and timely decisions, even when data is limited, or solutions produce unpleasant consequences • Be proactive and achievement-oriented • Express facts and ideas in writing in a clear, convincing, and organized manner • Consider and respond appropriately to the needs, feelings, and capabilities of different people in different situations.