Form 2106 Expenses  (June 22, 2010)
Review of current law on recordkeeping and substantiation of deductions taken on Form 2106
2 Hours/Taxes

Doing the Right Thing…Even When the Right Thing is Unpopular (January 21, 2010)
General guidelines that will keep you on track and in compliance during 2010.
CPE: 1 Hour/Regulatory Ethics

Client Consents and Disclosures: Don’t Get Caught with Penalties under §7216 (January 19, 2010)
How to continue to provide the best possible service to clients and still remain in compliance with disclosure rules
CPE: 2 Hours/Ethics

Audit Preparation (January 7, 2010)
Step-by-step guidance on getting ready for an audit.
CPE: 2 Hours/Taxes

Sign Your Work with Excellence (December 17, 2009)
Create a new image for your practice and change how clients perceive you and the value you provide.
CPE: 1 Hour/Business Management and Organization

EA Exam Top 10 Topics – Part 3: Representation, Practice and Procedures (December 15, 2009)
The top ten areas covered in Part 3 of the EA exam: Representation, Practice and Procedures.
CPE Credit: 2 Hours/Taxes

Tax Planning for Year-End: Implementing Strategies that Work (December 10, 2009)
CPE: 2 Hours/Taxes
Is the approaching end of 2009 another year for "business as usual" with respect to year-end tax planning, or is this a special time, given the likelihood (or at least the possibility) of fundamental change in the U.S. tax system in 2010 and the years that follow?

EA Exam Top 10 Topics – Part 2: Businesses – continued (December 8, 2009)
The second top ten areas covered in Part 2 of the EA Exam on Businesses with a focus on corporations.
CPE Credit: 2 Hours/Taxes

EA Exam Top 10 Topics – Part 2: Businesses (December 1, 2009)
The first top ten areas covered in Part 2 of the EA Exam on Businesses.
CPE Credit: 2 Hours/Taxes

Tax Season Preparedness (November 19, 2009)
Tax season is almost here again. Are our marketing plans ready, is our billing system functioning properly, have we gone paperless or are we still needing to make that switch?
CPE 1 Hour/Business Management and Organization

EA Exam Top 10 Topics – Part 1: Individuals (November 17, 2009)
The top ten areas covered in Part 1 of the EA exam: Individuals.
CPE Credit: 2 Hours/Taxes

Domestic Partners (November 12, 2009)
Tax issues specific to unmarried partners and the treatment of domestic partners in states that allow gay marriage or civil unions.
CPE: 2 Hours/Taxes

Accounting Rules for Reviews and Compilations (November 10, 2009)
Identify practices to efficiently manage compilation, review and other accounting services in conformity with all applicable current professional standards and best business practices.
CPE: 2 Hours/Accounting

Fraud in the Small Business (October 27, 2009)
Learn how fraud is defined, the strategies used by fraudsters and methods for strengthening internal control and reducing the opportunities for theft in the business.
CPE: 2 Hours/Ethics (Business Management and Organization)

Web Portals – The New Communication Tool (October 22, 2009)
Create a web portal that helps clients access their information 24/7 and make client information available for you anywhere there is an internet access.
CPE 1 Hour/Specialized Knowledge and Applications

Fraud in Bankruptcy and Divorce (October 20, 2009)
The elements of a fraudulent bankruptcy filing, what to recognize if you see the symptoms begin to appear in your engagements, and the delicate balance that needs to be maintained in examining and identifying assets in a divorce.
CPE: 1 Hour/Ethics (Business Management and Organization)

The Right Way and the Wrong Way to Leave Money to Your Children (and others) (October 1, 2009)
What every accountant and tax professional should know about inheritance planning.
CPE: 2 Hours/Taxes

Investigative Techniques for the General Practitioner (September 17, 2009)
Although conducting personal investigations is not a simple task, if you've got the time, you can usually find much useful investigative information.
CPE: 1 Hour/Specialized Knowledge and Applications

The Looming Sales Tax Crisis (August 20, 2009)
Small businesses needs to pay more attention to the complex world of sales tax compliance and, as their accountants, wneed to be ready to assist them.
CPE Credit: 1 Hour Taxes

Simple Safeguards: Stopping Identity Theft Before it Stops Your Clients (August 4, 2009)
This presentation focuses on indentifying how criminals steal identities and demonstrates the simple steps individuals can employ to keep their identities safe.
CPE: 1 Hour/Management Advisory Services

LLC, The Elegant Entity (July 23, 2009)
In-depth look at the entity of choice and compliance issues.
CPE Credit: 1 Hour/Taxes

How Much is an Hour Worth? (June 18, 2009)
What is the right balance between costs to our clients and the value we provide? How do we set fees?
CPE: 1 Hour/Business Management and Organization

The Basics of Cost Segregation (June 16, 2009)
The fundamentals of cost segregation, its importance in connection with review of depreciation, and determining qualifying properties for cost segregation.
CPE: 2 Hours/Taxes

Data Security (June 9, 2009)
What you can do to secure your valuable client information and your practice's proprietary information.
CPE: 1 Hour/Specialized Knowledge and Applications

The Advantages of  Section 1031 Tax Deferred Exchanges in Today's Changing Economy (May 7, 2009)
The course will detail the entire exchange process from start to finish, and cover some of the more complex applications of §1031.
CPE: 2 Hours/Taxes

Post Mortem on the Tax Season (April 30, 2009)
Tax season just ended. What went right? What went wrong? How can you make things even better next year?
CPE Credit: 1 Hour / Business Management and Organization

IRS Sec. 7216 Disclosure Rules: Your Client's Privacy & Your Practice (January 13, 2009)
These new rules go into force as of January 1, 2009: who is affected, what tax return information is included and when disclosure is permitted without consent?
CPE Credit: 1 Hour/Ethics

New IRS Sec. 6694 Preparer Penalty Rules: How to Protect You & Your Practice (January 8, 2009)
The IRS has issued the final regulations for IRC Sec. 6694 preparer penalties which go into effect January 1, 2009.
CPE Credit: 1 Hour/Ethics

Handy Handouts (December 18, 2008)
Share secrets of how to create simple and economical documents ready to hand to clients to confirm answers to their questions.
CPE Credit: 1 Hour/Business Management & Organization

Tax Season Preparedness (November 20, 2008)
Examine the last tax season, determine what worked well and what failed, what could stand improvement and what just plain needs to be changed.
CPE Credit: 1 Hour/Business Management & Organization

A Close Look at Subchapter S Corporations (October 30, 2008)
Subchapter S Corporations remain the most popular business entity even today...Get a better understanding of this business entitiy.
CPE Credit: 1 Hour/Taxes

Paperless Possibilities (October 23, 2008)
It's the buzz word of practice management today - PAPERLESS
CPE Credit: 1 Hour/Business Management & Organization

The $500 Marketing Plan (October 2, 2008)
For as little as $500 dedicated to an annual budget, we will see some actual case studies of how revenues have been increased by well over $40,000 per year.
CPE Credit: 1 Hour/Marketing

Easy Client Communications (September 25, 2008)
Effectively communicate with your clients using tried and true, as well as new technologies.
CPE Credit: 1 Hour Communications

Divorce Planning, Part 2: After the Divorce (July 24, 2008)
Most of the time our clients come to us after the divorce is final, but there are still many tax issues to consider and discuss with them.
CPE Credit: 1 Hour/Taxes

Divorce Planning, Part 1: Before the Divorce (July 17, 2008)
There are many tax laws that affect divorcing couples and if you can get to them before they sign the final Decree, you will do them and yourself a great service.
CPE Credit: 1 Hour/Taxes

The Engagement Process: The Life of a Client from Birth to Death (June 26, 2008)
A roadmap in accepting & performing the client services and when and how to end relationships with clients.

A Dollar Here...A Dollar There: Money Making & Saving Ideas (May 29, 2008)
Save money on many common areas of expenses, one dollar at a time

Ethics: Insider Secrets to Avoid Malpractice and Huge Penalties (May 22, 2008)
Navigate some of the current ethical minefields inherent in practice today, especially under Circular 230.

OUTLOOK: How to Effectively Use a Program You Already Have (April 24, 2008)
Unleash the power of OUTLOOK for your practice.

No Business is Too Small for an Employee Benefit Plan (February 28, 2008)
Don't overlook employee benefit plans for your clients. It's easier than you think.

Minimizing Liabilities During Tax Season and Beyond (December 20, 2007)
Examine steps you can take to minimize the potential of having actions brought against you both for actions you may have taken or for actions or advice you did not provide.

Top 10 Tax Season Management Strategies (November 29, 2007)
Some simple steps can do so much to maximize our most profitable time of the year, but if we wait till the season starts, it will be too late!

Employee Plans Voluntary Compliance Program: Trends and Tips (October 25, 2007)
Description of the Employee Plans Voluntary Compliance Program including its aspects and issues.

Finding More Clients: Breaking the ‘Feast or Famine’ Cycle! (October 4, 2007)
Do you have all the customers you need? A steady flow of new clients, as well as growth with existing clients, is the lifeblood of every business.

Managing All of Those Regulations (September 27, 2007)
Every accountant and tax professional is faced with more and more regulations, this session examines some of the regulations we face and how we can best ensure compliance.

Effective Billing Techniques (August 30, 2007)
Learn how to establish effective billing procedures that improve cash flow, generate more revenue, and make clients feel good about the statements they receive from your firm.

Marketing Your Practice on a Budget (August 16, 2007)
The good news is a practice can double in size in only five years with the right motivation and attention to detail.

When and How to Fire a Client (July 26, 2007)
Solve your unprofitable client issues and problems.

What Services Do My Clients Need? (June 28, 2007)
The key to profitability is identifying those services that the majority of our clients need and want and to deliver them.

11 Characteristics of Highly Successful Practices (May 31, 2007)
Identify the 11 major success characteristics that are present in practices that are highly successful, andlearn how to put those "best practices" to work for you.