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Florida Ethics

Florida Ethics: An Overview for accountants

This course is approved to meet the 4-hour ethics requirement of the Florida Board of Accountancy. In this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself with the goal of achieving the highest standards of ethical conduct.

Ohioethics

Professional Ethics Standards and Rules for Ohio CPAs

This course satisfies the Ohio three-hour Professional Ethics Statutes Standards and Rules (Ohio Revised Code) course requirement for all licensees.

Aca Indi

Affordable Care Tax: Individual Rights & Responsibilities

By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (PPACA) is likely to affect virtually every person in the United States in some way.

Healthcare Employer

Affordable Care Act: Employer Rights and Responsibilities

Eligible small employers may receive tax credits for providing health insurance coverage to their employees, and large employers may find themselves subject to tax penalties for failing to provide such employee coverage. This course will review the principal coverage provisions of the law and will examine its tax impact on employers.

Retirement

Tax Treatment of Individual Retirement Arrangements

The Employee Retirement Income Security Act (ERISA) created an individual retirement arrangement—usually referred to simply as an IRA—to allow people who had no other employer-sponsored qualified plan to have certain tax support for a retirement program.

Edutaxbenefits

Education Tax Benefits

This course will examine the programs, credits, deductions, and federal income tax treatment of various items that affect saving for and financing an individual’s education.

Healthcare Reform Banner

Healthcare Reform: The Affordable Care Act Tax Provisions

In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot and stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law and will examine its tax impact on individuals and businesses.

Federaltaxchange

Federal Income Tax Changes 2021

This course will examine the tax changes that took effect as a result of the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), and the inflation-changed limits effective for 2021 is more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes.

Cashflow

Understanding the Statement of Cash Flows

The cash flow report is important because it informs investors, creditors, company owners, and other interested parties of the business cash position of the company and can act as a strong indicator of a company’s overall financial health.

Passthroughdeductions

The §199A Pass: Through Deduction

The TCJA will have a more significant effect are business owners of pass-through trades or businesses who may be eligible for the TCJA’s pass-through deduction. This course will examine the pass-through deduction authorized under § 199A of the TCJA.

Climatechange

Climate Change Accounting and Sustainability Reporting

Climate change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating to environmental, social, and governance factors.

Assetprotection

Protecting Your Assets: Tax and Financial Issues

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products, and other conventional tools.

Financialreporting

Current Developments: Accounting and Financial Reporting 2021

The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional.

Imagesnewpicaudstandards

New Auditing Standards: SAS Nos. 142-143

The objective of this course is to address the new auditing standards issued by the Auditing Standards Board as SAS No. 142-143.

Nonqualified Plans

Non-Qualified Plans

The course examines the considerations that are relevant to establishing nonqualified plans, including the economic and tax issues, and discusses the financial products that are generally preferred in their funding.

1040form

1040 workshop taxes in depth 2021

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

Set Up A Solo 401k Plan

An Introduction to Self-Directed Solo 401(k)s

As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe one of the best, cost-effective, and tax-efficient optimization strategies available for them.

Taxshelteranuity

Tax Sheltered Annuities

The rules governing premature and required distributions are discussed, and the limits applicable to participant loans from tax-sheltered annuities are considered. The maximum loan repayment schedules are addressed, and the consequences of loan default are explained.