2 Credits: Taxes
We are operating in a VUCAS world – volatile, uncertain, complex, ambiguous, and speedy. Your organizations need more than a budget to guide them into a successful future post COVID-19 – they need a business GPS. A well prepared strategic plan, just like a GPS, will identify multiple routes to achieve goals, track progress, warn on risks and re-route to avoid obstacles. Unfortunately traditional forecasting is limited in its value – more like a paper map than a GPS. This session will introduce you three different approaches to planning: Mission-based planning, Keep-Stop-Start, and to the process of backcasting – a strategic planning approach that begins with the end in mind.
Upon completing this course, you will be able to:
• Identify the characteristics and behaviors of strategic thinking
• Recognize the elements of the Keep-Stop-Start method of planning
• Apply the five-step backcasting process
September 13, 2023
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02247-22-S
IRS Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1831
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program. Jennifer Elder has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and …
Retiring Outside the US: Owning Foreign Rental Real Estate: Self-Study VideoDavid F. Jarmusz, CPA, JD, LLM
Top 10 Tax Cases of 2022 with Tony Nitti and Damien MartinDamien Martin, CPA, MST & Tony Nitti, CPA, MST
S Corp A-Z – Part 1 (Self Study Video)Robert “Chris” Province, CPA