CPE Catalog & Events

A massive emergency SBA nonrecourse loan program for small businesses with generous forgiveness provisions. Income Tax-Free SBA loan forgiveness along with key tax Incentives designed to stimulate the U.S. economy. Deferral of the Employer side of Social Security Taxes Until 2021 and 2022. $1,200 checks to many Americans plus $500/child that will be phased out based on income widely believed to be $75,000. Employment Tax Credits to 100% Finance Sick Leave for Small Business. Expansion of NOL Carrybacks and Carryforwards. Waiver of 2020 RMDs from Qualified Retirement Plans. Waiver of 2020 RMDs from IRAs. Delayed Filing Dates for Some Returns and Not Others. Delayed Payment Dates. Retirement Plan and IRA Penalty-Free Distributions - with Repayment Plans over Several Years. Retirement Plan Loan Expansion & Relief. Delayed IRA and Plan Contribution Dates. New Charitable Tax Breaks - Including an above-the-line deduction and Percentage Limitation Rollback. Significant Delay on the Payment of Employment Taxes. 461(l) Excess Loss Limitation Relief. Deductible Business Interest Expense Relief.

Reporting Companies. Beneficial Owners. Company Applicants. Next Steps.

Tax Reporting Errors. Tax Implications of COVID-19. Schedule C Instructions. Expense Reduction. SBA Loans.

In-depth deep dive into cost segregation.

The basics of cost segregation.

Four Steps to Learning. Four Giant Steps to Leadership. Areas of Inter-Generational Conflict. Model of Influence Through Exchange. The Law of Reciprocity.

The Trusted Advisor. Value evolution to revolution. Value pricing internal questions. Update Engagement Letters.

Technology. Invoices. Payments. Fraud.

Sole Proprietorships Special Issues to Consider. Partnership Issues to Consider. Limited Liability Company Issues to Consider. C Corporation Issues to Consider. S Corporation Issues to Consider. New IRC 199A. Section 199A Strategies.

Understanding Business Law. Critical Elements of Business Law. Responsibility of Management. Director Liability. Duties of Corporate Management. Types of Intellectual Property. Contract Law. 4 Components of a Contract.

Rollovers and transfers for owner accounts.

Beneficiary Rollover Rules. Spouse Beneficiary Options. Titling Inherited Accounts.

Anti-Clawback Rules 20.2010. Biden 2023 Budget Plan. The Spousal Lifetime Access Trust. The Charitable Lead Trust.

New Emphasis in Planning. Portability. Simple Wills. Income Tax Planning. Life Insurance. Retirement Plan Benefits.

Cryptocurrency.

What is Blockchain. Buying and Storing Cryptocurrency. Investors. Miners. Tax Planning Opportunities.

Investors. Tax Planning Opportunities.

Capital Losses. Nonbusiness Bad Debt Deduction. Best Practices.

Economic Outlook for 2021-22. Resiliency in Recovery. Cybersecurity and Privacy. Global Economy Trade Wars, China, 5G, and US Global Preeminence Under Threat. Data Analytics, Transforming the Accounting Profession. Environmental (ESG) Reporting.

Cybercrime Keeping Yourself and Your Business Safe. Crime Epidemics. The Threat Prevention. Account Takeovers. Prevent CEO Fraud. The Last Vulnerability. Protect Your Networks.