Total Credits: 8 including 1 Accounting - Technical, 1 Business Management & Organization - Non-technical, 2 Information Technology - Technical, 1 Regulatory Ethics - Technical, 3 Taxes - Technical
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.
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
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
|Navigating the Ethical Issues Facing Small Practicioners_Handout (0.42 MB)||Available after Purchase|
|Tech Essentials for Practicioners and Their Clients_Handout (2.46 MB)||Available after Purchase|
|Fraud's Changing Profile and Impacts for Small Business_Handout (1.01 MB)||Available after Purchase|
|The 2019 Federal Tax Scene_Handout (1.77 MB)||Available after Purchase|
|The 2019 Federal Tax Scene_Addendum 1_Handout (0.14 MB)||Available after Purchase|
|The 2019 Federal Tax Scene_Addendum 2_Handout (0.14 MB)||Available after Purchase|
|Small Firm Practicioners Conference_August 14-15, 2019 Agenda (0.57 MB)||Available after Purchase|
|Small Firm Practicioners Conference_August 14-15, 2019 Participant Handout (2.57 MB)||Available after Purchase|
|Help I Just Found Out My Client Hasn't Paid Their Payroll Taxes, Now What_Handout (0.71 MB)||Available after Purchase|
|Resolving the Tax and Health Insurance Conundrum for Small Business_Handout (1.23 MB)||Available after Purchase|
|Without Immunity Cyber Risk Awareness is Vital_Handout (1.33 MB)||Available after Purchase|
|Rising to the Challenge: Preparing for Transition - Slides Handout (209.05 MB)||Available after Purchase|
|The 2019 Federal Tax Scene - Slides Handout (3.04 MB)||Available after Purchase|
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