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Thursday, September 15, 2022
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Register for this webinar by following this link here.    Our speaker for this event is Sonia Dumas!    Founder | ALT Monie | Cash Flow Conversations Sonia Dumas is the Founder of ALT Monie and Cash Flow Conversations. She’s a subject matter expert who helps tax professionals understand the big picture risks and opportunities of Web 3 – and how to turn this disruption into expanded high-fee services for clients.    ABSTRACT: The world is in the early stages of adapting to cryptocurrencies, digital assets, and blockchain technology. This fast-paced informative session will help you to see the big picture vision and reality of this technological shift. Discover the reason why early adopting taxpayers and business leaders are embracing this soon to be regulated global transformation. In addition, capture a sneak peak look into the world of triple entry accounting and learn the important smart questions to ask crypto-curious clients.  LEARNING OBJECTIVES By completing this session you will be able to: ●       Discuss the big picture of blockchain technology, cryptocurrencies, and smart contracts with colleagues. ●       Know how to research which Web 3 software companies are disrupting business as usual.   ●       Start thinking strategically about triple entry accounting. ●       Be able to ask smart questions to taxpayers who are integrating cryptocurrencies into business and life. BEST SUITED FOR - Tax professionals, accountants, attorneys, financial advisors Course level:  Beginner Length: 60 minutes Prerequisites: None Delivery Method: Group - Live internet Field of Study: Technology CPE: 1 CE: 0      
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Monday, September 19, 2022
Register for this webinar by following this link here. Our speaker for this event is Josh Lance!  Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.   ABSTRACT: When was the last time you refined your sales process? Now that we’re past the tax filing deadline it’s a great time to reimagine your sales process and start cross selling advisory services to your existing clients. When accounting professionals lean into their advisor role with their clients, they can unlock tremendous value. In today’s new world, a modern advisor is an invaluable asset to a client’s business, supporting employees’ livelihoods and helping economic recovery. How do firms communicate this added-value clearly and create client advisory service proposals that sell? We’re joined by Josh Lance of Lance CPA group and he’ll be sharing his top tips for selling advisory services to his clients.   LEARNING OBJECTIVES:             By completing this webinar, you will be able to advise your clients on topics such as: o   Identify the value of delivering advisory services for clients and your firm o   Recognize the key elements and best practices for every advisory proposal o   How to cross sell advisory services to your existing clients ●      Which one or all? o   Packaging and Bundling your services o   Consultative selling o   Process and Workflow Efficiency o   Managing a remote team WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients. Course Level: Basic Course Length:  60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0      
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Register for this webinar by following this link here.  Our speakers for this event are Heather Satterley, Clayton Crouch and Ryan Embree!  ABSTRACT: This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee. By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm. Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.   LEARNING OBJECTIVES  By completing this webinar, you will be able to: Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice  Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice    Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools WHO SHOULD ATTEND? Accounting professionals who strive to create more value for their clients and greater profitability for their firm Course Level: Basic  Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: 0            
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Tuesday, September 20, 2022
Register for this webinar by following this link here.    Our speaker for this event is Dean Aramburu! Dean Aramburu is a Product Specialist at Intuit specializing in cloud hosting and Intuit Practice Management. He is a Texas A&M University graduate and will be receiving his MBA from the University of Louisiana at Lafayette in May. Dean has a passion around helping accounting firms embrace technology that will make their lives easier and helping with the change management that comes with it.  ABSTRACT: The cloud has historically been a scary concept for many accounting firms, but the fact of the matter is the cloud is helpful and can change the way you do business. Today we’ll cover in layman’s terms what the cloud is and how you can utilize a hosting solution to use your current desktop based software's and still get the benefits of the cloud. Listen to Intuit Product Specialist Dean Aramburu, Right Networks Director of Sales Kevin Roosa and Right Networks Director of Firm Consulting as they talk about the different challenges that hosting solves for accounting firms. LEARNING OBJECTIVES By completing this webinar, you will be able to: ·       Explain what the cloud is in layman’s terms ·       Understand the data security that protects the cloud ·       Understand the potential impact to your business ·      Hear from Intuit's partner Right Networks on their setup to help in you Who Should Attend?  Anyone who prepares taxes, does bookkeeping, or any other accounting type work  Course Level: Basic [SJ1]  Course Length:  60 Minutes[SJ2]  Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Information Technology- Non Technical Recommended CPE: 1  
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Wednesday, September 21, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: From Serious Self-employed business owners to gig workers. more clients than ever before are coming to our practice with self-employed income that requires a Schedule C. While changing laws keeps all tax professionals from being too complacent, it is easy to go through the same motions year after year and not do the best for your client. Come join me for a chance to look at the nuts and bolts in this fast-paced webinar through the Schedule C. Attendees will refresh their knowledge of the Schedule C LEARNING OBJECTIVES By completing this webinar, you will be able to advise your clients on topics such as: Discuss who should file a Schedule C. Identify income to be reported and cost of goods sold. Identify ordinary and necessary expenses. Discuss depreciation at a high level. Identify vehicle expenses and documentation Discuss the qualifications for Business Use of Home Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Topic: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00150-22-O In Person: NESGF-T-00150-22-I  
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Wednesday, September 28, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: The Circular 230 is the guide for ethical standards when practicing before the IRS. What exactly is practicing before the IRS? This course dives into the circular itself and provides an overview to its contents and answers that question and discusses many more. This course discusses how these ethical guidelines relate to your everyday practice.  Attendees will be refreshed and ready for the upcoming tax season.                 Learning objectives:              By completing this webinar, you will be able to:  Define who is covered under Circular 230. Understand what it means to practice before the IRS. Discover who is a tax preparer. Identify “due diligence” and “unreasonable position” Discover the four types of sanctions that may be imposed when practitioners violate regulations and how to avoid them. Identify Due Diligence requirements. Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2   IRS Course Number: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-E-00108-19-O In Person: NESGF-E-00108-19-I  
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Register for this webinar by following this link here.    Our speakers for this event are Josh Lance and Ryan Embree! Josh is a CPA & CGMA. At Lance CPA Group, manages a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, he works with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice. Ryan Embree is the Director of Partnerships at Practice Ignition.   ABSTRACT: Do you want to streamline onboarding, automate engagements, and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Create and send your proposal and engagement letter within minutes from Ignition. Once your client accepts, Ignition automatically creates invoices and marks as paid in QuickBooks when payments are processed. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He will also give tips and share his experience for managing his own firm. You will also have an opportunity to ask questions in an open Q&A. Learning objectives:   By completing this webinar, you will be able to advise your clients on topics such as: How to create and send a proposal in 5 minutes that gets signed electronically and gets you paid automatically How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver Designing a compliant engagement letter  Identify ways to speed up your engagement process with Practice Ignition Which one or all? Packaging and bundling your services Consultative selling Process and Workflow Efficiency   Who should attend? Anyone who prepares tax returns and advises clients. Course Level: Basic  Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Business Management & Organization - Non-Technical Recommended CPE:  1 Recommended CE: 0   
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Tuesday, November 29, 2022
Already Registered? Log into the event now!  Register for the event to get log in credentials.   How You Can Start Offering Tax Advisory: a Realistic Roadmap - November 29, 2022 START DATE:11/29/2022 START TIME:9:00 AM CST DURATION:60 MINUTES ABSTRACT: Proactive tax advisory has experienced a lift since about 2010, but really took off around 2016, and has been a buzz word for traditional accountants to make more money while working less. Somehow, technology, progress and resulting efficiencies made accounting work more of a need (vs. want) and a commodity over the last 2 decades of the past century and the first decade of the current one. And somehow, working 60-80 hours a week has become a badge of honor for accountants trying to compete for business and fees. It’s a losing proposition, if you ask me.  Tax advisory is a way out for both us as accountants and our clients. We get to work less, charge more for our expertise, and the client gets to save more and have more meaningful support for their business and life. So it’s a win-win!   Whether you’ve been trained in tax planning or advisory before, tried it out or are just considering it, there is a gap between theory and realistic practice. In this session, you will bridge that gap and learn how to implement it into your business immediately. LEARNING OBJECTIVES: By completing this session, you will be able to: ·  Shift your mindset so that you understand how you can start offering tax advisory now ·  Understand the business model (one time planning + ongoing, which is optional) ·  Identify client scenarios, fees and client ROI ·  Determine clarifying questions to be asked at Discovery, and offers to be presented (with a deadline) ·  Gain confidence in your pricing strategy for all components of the offers ·  Have a roadmap of how to implement this fast step-by-step into your business WHO SHOULD ATTEND? Anyone who prepares or reviews tax returns and other accounting work, and is not yet convinced that tax planning advisory = value billing.  Course Level: Intermediate Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet  Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 0
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Tuesday, November 29, 2022
Sign in to log into the event.  Register for the event here. How to Market Your Firm - November 29, 2022 START DATE:11/29/2022 START TIME:1:00 PM CST DURATION:60 MINUTES ABSTRACT: Sometimes firms with great potential fail. They fail because they are unable to communicate to their ideal clients that they are the best fit. And a "best-fit" is not just that a client is ready, willing, and able to engage with a firm but goes beyond. They are a client that is best served by a firm's expertise, specialty, or volume. Ultimately, the benefit to the firm and the client are substantial when you unlock the demographics and needs that make that client a "best fit" for your firm. This session will help identify the services offered by Intuit and the clients that most benefit from the expertise that you provide. In doing so, our goal is to help you attract those ideal clients to your firm, powering prosperity for all involved! This session is not currently eligible for CPE/CE credit.  LEARNING OBJECTIVES: By completing this webinar, you will be able to: Identify the Intuit solutions available to you and the benefits they provide your clients Spot common trends among current and potential clients that help identify the best-fit service(s) for them Utilize marketing resources to improve reach and benefit to your firm      WHO SHOULD ATTEND? Firms looking to grow or better curate their client list   Course Level: Basic  Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: NA Recommended CPE: 0 Recommended CE: 0  
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Wednesday, November 30, 2022
Ready for the event? Log in now!  First, Register for the event!  The Future of Audits - November 30, 2022 START DATE:11/30/2022 START TIME:11:30 AM CST DURATION:60 MINUTES ABSTRACT: This session will enable attendees to learn about current audit trends, planned changes to IRS enforcement efforts, and potential impacts that these two factors could bring about for tax professionals and their clients. The course will provide detailed stats on current audit, notice, and inquiry data and follow these trends across time to forecast what could change in the future with a larger enforcement budget. After attending the session, tax professionals will be better prepared to plan for future IRS correspondence to effectively support their clients.  Experts from Protection Plus will be available to answer questions throughout the session. LEARNING OBJECTIVES By completing this session, you will be able to: Identify current IRS notice and audit practices Understand the IRS correspondence trends that are changing Plan for changes that the IRS has announced and/or considered Communicate to clients about how to prepare for continued IRS enforcement efforts WHO SHOULD ATTEND? Tax professionals that prepare individual tax returns for their clients.  Course Level: Basic Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet  Field of Study: Auditing - Technical Recommended CPE: 1 Recommended CE: 1 IRS Course ID: Federal Tax Law Update Online: NESGF-U-00143-21-O In Person: NESGF-U-00143-21-I
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Tuesday, December 6, 2022
If you're already registered for the Nuts and Bolts of the 1040 Schedule C - December 6, 2022 webcast, click here to log in now! First, Register for the webinar! Nuts and Bolts of the 1040 Schedule C - December 6, 2022 START DATE:12/6/2022 START TIME:11:30 AM CST DURATION:120 MINUTES ABSTRACT: From Serious Self-employed business owners to gig workers. more clients than ever before are coming to our practice with self-employed income that requires a Schedule C. While changing laws keeps all tax professionals from being too complacent, it is easy to go through the same motions year after year and not do the best for your client. Come join me for a chance to look at the nuts and bolts in this fast-paced webinar through the Schedule C. Attendees will refresh their knowledge of the Schedule C. Learning objectives:  By completing this webinar, you will be able to advise your clients on topics such as: Discuss who should file a Schedule C. Identify income to be reported and cost of goods sold. Identify ordinary and necessary expenses. Discuss depreciation at a high level. Identify vehicle expenses and documentation Discuss the qualifications for Business Use of Home Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2  IRS Course Topic: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00150-22-O In Person: NESGF-T-00150-22-I    
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