National Conference Sessions. This event has ended. Below, you’ll find information about the courses offered at this year’s Conference.
Here is the list of words starting with Letter A in BusinessDictionary.com. Regulatory Agreement MF projects (If you have additional questions about this document, please submit it to [email protected]) What process for amending Below, you’ll find information about the courses offered at this year’s Conference.
View 96427308-All-Chapters-Test-Bank-1 from ACCOUNTING 316 at New Rochelle. The ratification of the Sixteenth Amendment to the U.S. On vous propose de venir vous d Are you really in good hands with Allstate Insurance? Allstate Insurance increased my homeowners insurance premium by about 23% over that of last year. I was informed by my insurance agent that Allstate Insurance is. To upload your Job adverts pls register or email: [email protected]. IRS announced on Monday, January 28 th that they will NOT be processing Form 8863 beginning on January 30 th. Instead, it becomes one of the forms that is being delayed until late February or early March. NYSSCPA has over 33,000 members, eleven local chapters, state-level committees and their online CPA services.
Special Session: Double Your Fees. Description. Providing value for your tax clients is time- consuming and challenging. Overall, tax preparation fees have not kept pace with the rising costs and complexity of helping clients.
Comprehensive and meticulously documented facts about taxes. Learn about the various types of taxes, the distribution of the tax burden, economic effects, hidden taxes, and more.
This session will teach you how to systematically implement a fee increase in your firm so you can increase your revenue. Most firms want to raise fees, but lack a strategic method for doing so without risking the loss of clients. Based on industry best practices and real- world data, a significant increase in your fees is possible if you use the right methods. Attend this session if you want to increase your average tax prep fee and learn how to better communicate fee increases to your clients.
You’ll also receive access to ten, ready- to- use templates, to speed up your results and help you implement these strategies in your practice right away. Objectives. Upon completion of the session, you will be able to: Understand why your fees may be way too low and deserve to be increased. Learn why raising your fee is totally achievable in today's market.
Discover how to overcome the fear of losing clients when raising your fees. Learn how to proactively address & eliminate client push- back on your pricing. Master the simple & proven 3- step system for implementing a fee increase in your firm Other Details. Instructor. Smart.
Center# of CPE: No CPEField of Study: Business Improvement Special Session: Marketing Strategies to Win New Clients. Description. Learn marketing and sales best practices from Canopy's CEO, VP of marketing, and head of sales. They'll walk through some of the same strategies that high- growth startups employ today to generate leads and win new business, and how to apply those strategies to your practice. This training will give you the tools and insights you need to helpyou grow your practice and generate consistent revenue. Learn about the marketing and sales funnel, digital marketing techniques, prospecting tactics, client relationship management, and more.
About Canopy. Canopy is an all- in- one practice management and taxresolution software that helps tax professionals seamlessly manage their practice, workflow, and clients. Try it free at. canopytax. Other Details. Instructor. Canopy# of CPE: No CPEField of Study: Business Improvement Key Steps to Adding Wealth Management to Your Practice. Description. Wealth management frequently emerges as a logical area for potential business expansion, in no small part because successful independent tax advisors already possess a detailed view of their clients’ financial matters. Join us for a discussion and to hear about tips on expanding into wealth management, client base prospecting tools and business plan development. Other Details. Instructor.
Cetera Financial Specialists LLC# of CPE: No CPEField of Study: Business Improvement. The Tattletale! Description. Why are 1. 09. 9s so important? Why is the IRS increasing the penalties for not filing them or not correcting them?
Form 1. 09. 9 lets the IRS know how much a business paid someone. We have to assist our businesses in issuing 1. Don’t make mistakes that contribute to mismatched income for small business taxpayers. In this session, you will learn the 1. Objectives. Upon completion of the session, you will be able to: Identify the principal Form 1. Recognize who should receive Form 1.
Identify the various penalties associated with Form 1. Recognize the real world issues involving compliance with Form 1. Other Details. Level: Basic. Instructor. Melinda Garvin, EA# of CPE: 1 (5. Sponsor & Field of Study: IRS - Federal Tax Law Topic; CTEC - Federal Tax Law Topic; NASBA - Taxes.
Q – What Do You Do? Description. Section 5. This session will cover what to do when a client receives Form 1. Q. Objectives. Upon completion of the session, you will be able to: Recognize qualified higher educational expenses for .
Identify ways for a client to utilize . In this session, we will look at what issues exist for 2. We will cover areas such as preparer exemption decisions, including affordability and short gaps; life changes, specifically marriage, divorce and shifting enrollees; and small business integrated HRA plans. We will look at the implications of the IRS matching the 1.
The session will conclude with a look at what is next including new developments and planning for the future. Objectives. Upon completion of the session, you will be able to: Evaluate last filing season and review what we have learned about ACA. Recognize the current issues posed by ACA to obtain a better handle on how to handle them. Identify recent developments to help us prepare for the 2. Other Details. Level: Update.
Instructor: Larry Gray, CPAPrerequisites: Basic knowledge of income taxation# of CPE: 2 (1. Sponsor & Field of Study: IRS - Federal Tax Law Update; CTEC - Federal Tax Law Update; NASBA - Taxes; CFP Board. Activity Engaged in For Profit. Description. In this session, you will gain a better understanding of how to help taxpayers solidify their position that an activity is for profit during an audit.
We will discuss the requirements under . We will approach the topic from preparation to audit to appeals, with real life experiences as well as guidelines from the IRS’s Audit Technique Guide. This session will give you insight on what the IRS is looking for during audits of for profit activities. Objectives. Upon completion of the session, you will be able to: List the factors under . As tax professionals, our clients are challenging us to help them make the most of their savings by providing expert advice on how to take tax efficient withdrawals from these plans. Attend this session for strategies for managing the tax impact of retirement distributions. Objectives. Upon completion of the session, you will be able to: Identify the IRA aggregation rules and develop strategies for managing the impact of these rules.
Identify ways for using the NUA rules to diversify the tax treatment of retirement accounts. Summarize the tax treatment of Qualified Longevity Annuity Contracts (QLACs).
Recommend strategies for minimizing taxes on withdrawals from retirement accounts. Other Details. Level: Advanced.
Instructor. Kelly Lent- Paul EA, CFP, MBAPrerequisites: Practical knowledge and understanding of income taxation# of CPE: 2 (1. Sponsor & Field of Study: IRS - Federal Tax Law Topic; CTEC - Federal Tax Law Topic; NASBA - Taxes; CFP Board. Advanced S Corporation Tax Issues Description. S corporations have grown faster than any other business entity for more than two decades.
As S corporations have become more popular, the tax issues have become more difficult. How do you treat fringe benefits for shareholders? What about the conflict between the IRS notices for S corporation shareholders and their self- employed health insurance deduction? What is the difference between stock basis, debt basis and at- risk basis? What traps may apply when the ? What is BIG tax and how should you incorporate the recent changes into S corporation tax planning? How much salary does an S corporation have to pay its shareholder/officers?
We will cover all this and more, so strap in, hold on and be prepared to move fast while this session answers your most important S corporation questions. Objectives. Upon completion of the session, you will be able to: Summarize the latest developments on reporting health insurance deductions for S corporation shareholders. Determine the impact of a . Calculate the BIG tax and, when possible, identify ways to avoid it.
Other Details. Level: Advanced. Instructor: Ron Roberson.
Prerequisites: Practical knowledge and understanding of business taxation# of CPE: 2 (1. Sponsor & Field of Study: IRS - Federal Tax Law Topic; CTEC - Federal Tax Law Topic; NASBA - Taxes; CFP Board. Advanced Tax Planning and Strategies for All Taxpayers Description. Tax professionals who provide valuable tax planning strategies to taxpayers create long- term client relationships. This session will emphasize tax planning ideas, opportunities and strategies that work for real life clients. While many of these strategies will focus on high- income taxpayers, we will also discuss tax planning for low- income taxpayers. For example, recently, a relatively low- income taxpayer made a $1,0.
IRA contribution and saved $4,5. Attend this session to find out how you can accomplish this and learn many more strategies for achieving effective tax planning.
Objectives. Upon completion of the session, you will be able to: Recognize ways to incorporate tax planning strategies into an existing tax practice. Determine the best tax planning options for taxpayers at various income levels. Determine effective tax planning strategies through real- world case studies. Recommend tax planning strategies to taxpayers at various income levels. Other Details. Level: Advanced.
Instructor: Ron Roberson. Prerequisites: Practical knowledge of tax planning# of CPE: 2 (1. Sponsor & Field of Study: IRS - Federal Tax Law Topic; CTEC - Federal Tax Law Topic; NASBA - Taxes; CFP Board. AMT – A Different Approach. Description. Almost every tax preparer has at least one client who pays AMT, but very few preparers fully understand AMT.
Many simply accept whatever their software calculates. In this session we will answer the question that really matters – Is my software calculating the AMT correctly? We will examine the most common adjustments and preferences and determine what additional entries you need to make so your software can correctly compute AMT. We will dive into the minimum tax credit, determining what causes it and when you can use it, so you will feel comfortable with the credit your software says your client is entitled to. We will also discuss what tax planning strategies your clients can use to reduce their payment of AMT.