Accounting and Taxation
Laying Out a Financial Model
The problem with modeling in Excel is no two spreadsheets look the same. This makes it difficult for end users to understand and modelers to take over others work. This course considers the four key principles required for laying out a good financial model and provides practical tips and tricks to get your spreadsheets on the right track from the very start. The session revolves around building the rudiment..
Multi-State Nexus: What you need to know after the Game Changing Wayfair Decision
As businesses use more and more e-commerce to reach customers, it becomes highly likely that the business will eventually cross state lines. Most companies are comfortable collecting and remitting sales tax to their home state but often struggle to know when and why state sales taxes may need to be collected from different states. For the longest time, these companies were able to rely on a Supreme Court ca..
Must Know Tax Issues for Tax Exempt Organizations
This webinar will be the best guide to issue spotting potential problems a non-for-profit may come across and how to appropriately handle them. The IRS allows certain organizations to not pay taxes as long as they meet strict guidelines. Violating these guidelines can have strict and harsh ramifications for the non-for-profit and the people in charge of the organization.This webinar will help to first prope..
New Tax Credit for Paid Family and Medical Leave
In this practical webinar, you will learn how the Tax Credits and Jobs Act incentivizes paid Family and Medical Leave. We will also discuss the similarities and differences between the FMLA and the new Section 45S. We will provide you with analysis via examples of when leave qualifies for the credit in your 1st and succeeding years of eligibility.In 1993 the US Congress enacted the Family and Medical Leave ..
Outlook Best Practices: Get Organized With Microsoft Outlook
This 60 minute Get Organized with Outlook session will encourage and enlightened Outlook users on how to use Microsoft Outlook to more confidently and efficiently organize their information and commitments. Participants will learn smarter tips, tricks, and systems to better manage their tasks, follow-ups, contacts, notes, and calendar items. Don't worry, this is not a boring computer class (you'll have fun!..
Overview of the Tax Cuts and Jobs Act
In 2017, Congress passed the Tax Cuts and Jobs Act. This is the greatest tax law change since the 1980s when Congress added the passive loss rules. With it being such a large tax bill, there are many changes between the old law, new law, and future law (as many of the changes do eventually expire).This course will cover all of the major changes in the tax law. For individuals, we will look at the impact of ..
Payroll Deduction overview
This webinar will give a general overview of the types of deductions that employers take from an employee’s check. We will review the laws that surround all types of deductions you can take with or without employee consent along with proper calculation of the deductions. This webinar will give you the knowledge to be sure that how you process employee payroll deductions are in accordance with the law for bo..
Preventing Internal Embezzlement and Employee Fraud
Each year, crime statistics show employee theft and embezzlement costing businesses and organizations billions, with new, more sensational stories appearing all too regularly in the Press. The pervasiveness of these crimes means no employer – whether for-profit, non-profit, governmental, or religious–can count itself as immune. Moreover, embezzlement and fraud also occur as insider crimes by partners, offic..
Principles of a Shadow Payroll
US companies are becoming more global each day, and many employers are faced with many challenges when a U.S. employee is working abroad or when a foreign national is working in the U.S. Many countries have changed tax laws in the last several years that make companies look for different ways to maintain international assignments. Since tax equalizations are not enough anymore to mitigate the risks that emp..
Private Foundation Issues and Form 990-PF
Private foundations have many complex rules and potential traps for those managers and preparers unaware of the rules. This session provides an overview of Form 990-PF and basic information regarding excise taxes, potential penalties, and their implications for the completion of Form 990-PF. Learn the differences between non-operating (grant-making foundations) and operating foundations and planning suggest..
Ratios the Road to Improve Profits & Productivity
All business professionals need a good working knowledge of financial statements to include how they are created and how they can be used to make key business decisions. Business/financial transactions are transformed into financial statements through an accounting process.Three required statements are produced:Income StatementBalance SheetCash Flow StatementThe statements provide Results of business activi..
Sales and Use Tax Compliance
Sales and Use Tax is among the most complicated areas of compliance there is. 45 states levy a state-wide sales tax and each state does it differently. In addition, the digital era and online purchases bring with it its own issues. This webinar will teach you the basics of the sales and uses tax environment and how best to comply. We will touch on audits, and when use tax might apply to a given situation. F..
State and Local Income Tax Issues
In this practical webinar, you will learn with the expansion of the Internet, more and more companies are performing work out of their home state. It’s important to get a basic understanding of state and local tax issues in order to help guide clients in these other states as well as their home states.Upon course completion, you will be able to:Determine where nexus is and if it existsFigure out sales and u..
Tax Ethics and Circular 230
Congress is currently considering legislation that would require all tax preparers to follow the ethical guidelines and rules under Circular 230.Currently, the IRS only requires practitioners who represent taxpayers before the IRS to follow Circular 230 due to the Loving case. Even though tax representation creates a jurisdiction hook, tax representatives can still run afoul for tax preparation issues under..
Tax Logic: The Foundational Legal Framework
The seminar will explain the law, the underlying legal principles, and the logic for both used by tax authorities and by the courts in evaluating, judging, and enforcing the law.Fundamental issues like recognition of income, allowance of deductions, proper and improper capitalization, permissible depreciation and amortization methods, qualifications for credits, and differences between civil tax enforcement..