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Small Firm Practitioners Conference - Day 2


Total Credits: 8 including 1 Accounting - Technical, 1 Business Management & Organization - Non-technical, 2 Information Technology - Technical, 1 Regulatory Ethics - Technical, 3 Taxes - Technical

Average Rating:
   4.4
Category:
Accounting and Auditing |  Ethics |  Partner Produced |  Technology |  Tax
Course Levels:
Overview
Duration:
10 Hours
License:


Description

This program is dedicated to helping small firm practitioners become Future Ready, something that our daily schedules don’t always allow time for. We connect you with the topics facing today’s small firm practitioners as we all work to become future ready.

 

Day Two:

Help! I Just Found Out My Client Hasn’t Paid Their Payroll Taxes. Now What?

Deep breath. Learn about the IRS field collection agent’s role and responsibilities in the

collection process and, most helpful for your client, the tools and remedies at the disposal of the revenue officer for dealing with noncompliant taxpayers. We review of the Trust Fund Recovery Penalty, special IRS Collection rules so you can come away with solutions.

Venar R. Ayar, Esq. – Principal Attorney, Master of Laws-Taxation, Ayar Law, Farmington

 

Rising to the Challenge: Preparing for Transition

Increasingly rapid change is transforming your world, significantly impacting the way you do business and evolving client needs. Hear how Michigan CPAs are employing innovation and developing resources to guarantee you and your firm are future-ready.

Peggy Dzierzawski, CAE – President and CEO, Michigan Association of CPAs, Troy

 

Resolving the Tax and Health Insurance Conundrum for Small Business

Help your small business and sole proprietor clients determine which Health Reimbursement Arrangement (HRA) is optimal for their situation based on their business entity type, number of employees, and who is to be reimbursed. The benefits of two popular plans: One-Person Sec. 105 HRA and Quality Small Employer Health Reimbursement Arrangement (QSEHRA) are discussed. Uncover plan characteristics, plan strategies and tax consequences.

Liam K. Healy, JD, LLM (Taxation) – Of Counsel, Kerr Russell & Weber, PLC, Detroit

David Holmes – Account Executive, Altrius Benefit Consulting, Bingham Farms

 

Navigating the Ethical Issues Facing Small Practitioners

The daily, practical ethics of running a practice may seem like second nature or an intricate agility course. If you’re presented with a subpoena for client records what action do you take, and what about the complex conflicts of interest that walk into your office? Case studies and examples help navigate the practitioner forward.

Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe, PC, Troy

 

Tech Essentials for Practitioners and Their Clients

Staying on the technology update wheel can be overwhelming but to maintain an edge in attracting new clients, ensuring you remain secure in your practices and, best of all, to

make your life easier it is necessary. Let’s talk about the technologies that small firms and their clients are using, how to implement and how to handle pushback from a client that may not be the most tech-savvy.

John H. Higgins, CPA.CITP – Strategic Technology Advisor, CPA Crossings, LLC, Rochester

 

The 2019 Federal Tax Scene

For anyone working in or following tax, it’s already been a busy season and year. In January, the IRS issued final regulations of the new qualified business deduction (Sec. 199A) of the Tax Cuts and Jobs Act and three related pieces of guidance. Discuss the

final regulations, any proposed changes and legislation along with a filing season debrief.

Douglas J. Van Der Aa, JD – Self Employed, Byron Center

 

Without Immunity: Cyber Risk Awareness is Vital

According to research, small and midsize companies fall prey to the majority of cyberattacks and more than half of these attacks result in financial damages. Determine how to protect your clients’ data, understand your professional obligations, and learn about the risk management steps critical to combat security breaches. We unpack practical solutions from assessing current risk management and ways to protect sensitive client information to following up in case of a breach.

Gregory H. Soule, CPA, CISA, CISSP, CFE – Partner, AHP, Auburn Hills

 

Fraud’s Changing Profile & Impacts for Small Business

Are your small business clients susceptible to fraud? According to ACFE examiners, organizations with fewer than 100 employees were less likely to have formal controls against

fraud and were less likely to uncover fraud through an internal audit. Our discussion team provides fraud control methods and offers tips of how to protect your organizations from being exploited by setting the tone at the top.

James P. Martin, CMA, CIA, CFE – Managing Director, Cendrowski Corporate Advisors LLC, Bloomfield Hills

Basic Course Information

Learning Objectives
  • Participants walk away with the latest technical and regulatory updates to help their practice become Future Ready

Major Subjects
  • See Description

Course Materials

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Sole and Small Firm Practitioners as well as small business owners
Yellow Book No
Course Developer MICPA
Original Recording Date 08/14-15/2019
Date Added to Catalog 07/17/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video

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Overall:      4.4

Total Reviews: 22

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