| September 18, 2024 | 8:30 AM-11:30 AM EDT | | Implementing a WISP for CPA & Financial Practices & Increase EBITDA: How to Add More Revenue Back to Your Bottom LineDiscover what you need to know about the unregulated merchant credit card processing industry as well current cybersecurity developments and security awareness. HighlightsEBITDA:
- Identify the real costs of payment processing and the silent equity partner you didn’t know you have.
- Recognize where the hidden fees are on a statement, how to identify them and how to optimize a payment system.
- Describe the lifecycle of a transaction and who gets paid on each transaction.
- Review the difference between surcharging and cash discount programs, how to be compliant in New Jersey and what you need to know as an accountant.
- Understand PCI compliance and how to mitigate additional risks.
- Understand where opportunities to add more to your client's bottom line exist.
Intersection of Cybersecurity and Partnerships:
- Microsoft security breach
- CyberSource
- Firewalls
- Security awareness
- Compliance
- Mitigate risk
Benefits
- Understand the complex credit card processing ecosystem, including the varied players, the transaction lifecycle, processing methods, how to read a statement, timely issues surrounding surcharging programs and the rise in security breaches.
- Gain solutions and understand measures a company should implement to mitigate cybersecurity risks.
Designed ForCPAs and accountants in public practice View Full Event Details |
| September 24, 2024 | 8:30 AM-11:00 AM EDT | | Creditors, Predators and Modern Asset Protection Planning | Accounting & Auditing UpdateThis program is designed to help you account for creditors and predators as part of your clients’ asset protection and estate planning processes. Highlights
- Asset protection planning
- Modern asset protection tools – Liability insurance, asset ownership and asset protection trusts
- Pros and cons of various tools
- Circumstances to deploy tools
- Creditors satisfying their claims
Benefits
- Learn how to protect your wealth or clients’ wealth from claims, lawsuits and financial predators.
- Become more aware of the threats posed by creditors and explore tools like trusts and insurance to insulate assets from potential claims.
Designed ForCPAs in public practice, members in private industry and owners of businesses View Full Event Details |
| October 22, 2024 | 8:30 AM-11:30 AM EDT | | Accounting & AuditingReceive comprehensive updates on key accounting standards, including lease accounting, business combinations, financial instruments and crypto assets, while learning about recent FASB agenda items, auditing updates, quality management standards, common peer review issues and other topics. Highlights
- Accounting update: lease accounting; intangible — goodwill and other crypto assets, income taxes, business combinations; joint venture formations; disclosure improvements; segment reporting; compensation – stock compensation, reference rate reform, financial instruments; credit losses; common control arrangements
- FASB agenda and codification improvements
- Auditing updates
- Statement on quality management standards
- Common peer review issues
BenefitsGain expert insight and deeper understanding of complex updates and improve your quality management practices. Designed ForCPAs in public practice or private industry; business owners View Full Event Details |
| October 30, 2024 | 8:30 AM-11:30 AM EDT | | Medicare, Social Security and Retirement Tax Planning StrategiesJoin us for an interactive discussion on retirement plans and tax strategies, as well as Medicare and Social security updates. HighlightsTaxes in Retirement
- An understanding of the basic structure of income taxation in retirement
- A review of changes spark by recent tax law changes: Tax Cuts and Jobs Act, SECURE Act
- Specific strategies available to diversify taxable income sources
- Avoiding the major pitfalls that retirees face in regard to their taxes
Medicare Makeover
- How Medicare Parts A, B, C and D work with each other
- The Medicare enrollment process
- How much you will pay for all facets of Medicare insurance
- Which is the better route to go: Original Medicare versus Medicare Advantage
- Should workers over age 65 still be enrolled in their company’s group health insurance plan?
- The best Part D prescription drug plan to be in
Top 25 Social Security Myths Debunked
- Debunking common Social Security Myths regarding rules and eligible benefits
- An understanding of the basic rules governing Social Security
- A review of the spousal, survivor, child, divorce and other important rules
- Specific strategies available to maximize eligible Social Security benefits
- Strategies specific to high-net-worth individuals and for charitable planning
Benefits
- Learn about strategies and solutions for maximizing tax planning in retirement.
- Get helpful tips and updates regarding Medicare and Social Security.
Designed ForCPAs/accountants in public practice, CPAs/accountants in private industry and business owners. View Full Event Details |
| November 13, 2024 | 8:30 AM-11:30 AM EST | | Multistate Workforce Challenges | HR Compliance and Outsourcing HRThis session will cover the challenges and key considerations related to a multistate workforce, including outsourcing human resources management. HighlightsThe session will cover:
- Multiple challenges of a multistate workforce
- Human resources compliance survival guide for small and midsize businesses
- 5 key considerations for outsourcing HR
Benefits
- Ensure that your company or your clients are compliant with human resources and workforce management issues.
- Understand the benefits of outsourcing human resources.
Designed For
- CPAs and accountants in public practice or private industry
- Business owners
View Full Event Details |
| November 20, 2024 | 8:30 AM-11:30 AM EST | | Assisting Clients with Employer-Sponsored Retirement Plans | Crypto Update & Trends For 2025This session will cover two topics. The first session will cover crypto asset trends and updates that both CPAs serving clients and those working in private business need to be aware of as 2024 transitions into 2025. The second session will include an interactive discussion on navigating employer-sponsored retirement plans, with insights applicable to advising clients and managing internal business strategies. HighlightsCrypto Update & Trends for 2025
- Crypto asset Trends and Updates
- General Market update
- Spot Bitcoin
- Tax Implications
- Stablecoin Developments
Retirement Plans
- The History of Retirement Savings in the US.
- Laws Governing Defined Contribution Plans
- Who and What is a Plan Fiduciary
- Structure of a DC Plan
- Process for Managing Fiduciary Liability
- Common Problems
- Best Practices
- Benefits of Properly Managing a Retirement Plan
BenefitsGain insights into the latest market trends for crypto assets, including updates on spot Bitcoin and Ether ETFs (with a review of tax implications), stablecoin and how the attestation efforts around crypto assets are progressing.
Also, gain a thorough understanding of employer-sponsored retirement plans, including their history, governing laws, fiduciary responsibilities, plan structure, liability management, common issues and best practices for ensuring compliance and maximizing plan value. Designed ForCPAs in public practice and private industry and owners of businesses View Full Event Details |
| December 5, 2024 | 8:30 AM-11:00 AM EST | | The Changing World of CPA Firm M&A | Trusts, Wills and EstatesLearn about the changing landscape of mergers and acquisitions (M&A) for CPA firms as well as opportunities to add advisory service offerings to small and midsize practices. Highlights
- Changing landscape of CPA firm mergers and acquisitions
- Opportunities to add advisory service offerings to small and midsize practices
- Best process
- Basic alternative practice model
- Private equity valuations
- Impact of private equity on the non-private equity market
BenefitsUnderstand how developments in mergers, acquisitions, private equity and other trends are impacting CPA firms. Designed ForCPAs in public practice View Full Event Details |