Track: Tax
Wednesday, November 17, 2010
9:25 AM - 10:15 AM
Managing the Tax Season Beast (1 CPE)
- Looking ahead to the next tax season- Planning processes, client relations & growing your practice
- Meeting with your clients and leveraging a “para-professional staff” to your best advantage
- Don’t work for clients you don’t enjoy or who don’t add value to your service
11:15 AM - 12:05 PM
Leaving No Stone Unturned: Adding Value to Your Tax Practice by Assisting Clients with Tax Incentives They Should be Taking Advantage of But May Not Be (1 CPE)
- Businesses- especially smaller and mid-market sized are missing the boat when it comes to reducing their taxes- How you can come to their rescue
- Case Study: Government Accountability Office found the “Research and Development Tax Credit” is going to only the biggest of companies because smaller companies don’t apply
- Powerful incentives you can advise your clients about
2:00 PM - 2:50 PM
Doing the Right Thing In the Right Way for the Right Reason (1 CPE)
- How to function amid all of the new requirements and still maintain a healthy, yet friendly relationship with clients
- How do the clients perceive using their data for anything other than the preparation of a tax return? Learn how to avoid confusing clients.
- Best tips for putting the client at ease, to satisfy all of the various newer requirements on our professional relationship
2:55 PM - 3:45 PM
Tax Incentives for Green Building Construction (1 CPE)
- Federal and state Tax incentives for "going green" is increasing yet many businesses fail to pursue them when they may already be eligible without knowing it
- CPAs who can identify tax opportunities in sustainability and renewable energy can maximize value for clients
- Ideal candidates for these incentives…
4:45 PM - 5:35 PM
S-Corporation$ (1 CPE)
- How to set up an S Corporation -- and the reasons for doing so
- Favorable legislative developments in 2010
- Planning Pitfalls and Opportunities
Thursday, November 18, 2010
9:10 AM - 10:00 AM
Crossing Borders in Your Practice of Accounting & the International Client (1 CPE)
- Global Trends in accounting, auditing, and consulting services
- How small and medium size CPA firms can expand cross border services
- The US overseas investor and foreign clients
11:00 AM - 11:50 AM
Potential Revenue Streams in Sales Tax (1 CPE)
- Potential Revenue Streams in Sales Tax• As audits in each state increase each year, tax laws become more difficult to track
- Sales tax compliance and audit assistance can provide steady additional revenue to your practice
- Become a pro at reverse audits, audit defense, sales tax compliance and exemption certificate management…
11:55 AM - 12:45 PM
Panel Discussion: The Future of Tax (1 CPE)
- IRS proposed changes to eFiling that will have a dramatic impact on tax preparation
- What paperless technologies have the most impact on the future of tax?
- Will the U.S. adopt a value-added tax?