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There is a freight train bearing down on America, and it’s coming in the form of higher taxes. Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. In this presentation, Dave Hall discusses the perils of tax-deferred investing. He explains how the Power of Zero paradigm can help get your clients off the train tracks and into the zero percent tax bracket by retirement. Why is zero percent so powerful? Because if tax rates double, two times zero is still zero!

Field(s) of Study: Finance
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    Learning Objectives

    • Recognize how to help attendees better understand the current financial situation in America
    • Identify why a population glitch will cause significant problems with current retirement plans
    • Recall why a traditional 401(k) or IRA is a ticking time bomb the government can’t wait to go off
    • Identify a simple system that can be used to get you and your clients to the zero percent tax bracket in retirement

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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This is the greatest CPE you'll ever encounter.  To get an idea of how awesome this CPE course is, go find the greatest CPE course you've ever taken, then add 1.

Field(s) of Study: Business Management & Organization
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Here is the course description.
Field(s) of Study: Finance
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    Level

    Basic

    Marketing Info 

    <a href="www.espn.com">Test Link</a>
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Field(s) of Study: Finance
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In this course, we'll explore the most recent technological advances impacting you, your firm, and most importantly, your clients.  It is becoming increasingly challenging to stay ahead of the competition.  Our tools are becoming outdated at an increasing pace.  This session will prepare you to adopt these tools in order to thrive.

Field(s) of Study: Computer Software & Applications
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    Learning Objectives

    • Identify the most prominent trends in the industry
    • Build proficiency in the use of at least one new technology
    • Incorporate big-data tools and techniques to your audit processes

    Level

    Intermediate

    Prerequisites

    Knowledge of accounting software and databases

    Advanced Preparation

    None

  • Events
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The GAO Green Book sets standards for internal controls that align with the most popular control model in the United States, the COSO model. In this course, we will discuss the five components of internal control and the seventeen underlying principles. To make these concepts come alive, I've filled this course with stories, analogies, and practical advice. We will also see how these standards are referenced in the Yellow Book and discuss the internal control requirements for performance auditors as per the 2024 Yellow Book. My goal is to not only help you understand these standards but also to see how they can be applied in real-world situations

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Field(s) of Study: Auditing Governmental
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    Learning Objectives

    • Identify differences between components of internal control
    • Distinguish between preventative, detective and corrective controls
    • Identify the reasons why most governmental organizations do not achieve the ideal internal control structure described by the Green Book
    • Identify management’s responses to the identified risks

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

  • Events
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The Paycheck Protection Program (PPP) is a $953-billion business loan program established by the United States federal government, led by the Donald Trump administration in 2020 through the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) to help certain businesses, self-employed workers, sole proprietors, certain nonprofit organizations, and tribal businesses continue paying their workers.

As many practitioners are aware, it is complicated as heck.  We can help you understand it better.

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Field(s) of Study: Taxes
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    Learning Objectives

    • Sample learning objective 1
    • Sample learning objective 2

    Level

    Intermediate

    Prerequisites

    Prior knowledge and basic understanding of CARES Act

    Advanced Preparation

    None

    Marketing Info

    None

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Course Description here


Field(s) of Study: Accounting Governmental
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    Learning Objectives

    • LO1
    • LO2
    • LO3

    Level

    Intermediate

    Prerequisites

    Previous experience with and knowledge of college financial aid accounting

    Advanced Preparation

    None

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Test Description


Field(s) of Study: Taxes
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    Learning Objectives

    test learning objective

    Level

    Basic

    Prerequisites

    none

    Advanced Preparation

    none

  • Events
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An in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones.

Included in the festivities:

AUDIT UPDATE- This segment covers the omnibus changes to audit standards including the requirements for audit evidence, accounting estimates and the complete overhaul of risk assessment. It will also cover the brand new SSAE 19, which provides new requirements and guidance for Agreed-Upon Procedures engagements.

SSARS UPDATE- This segment look at the requirements for preparations, compilations and reviews and will focus on the major changes created by the issuance of SSARS 92, which doesn't really exist.


Field(s) of Study: Finance
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    Learning Objectives

    Become the most profitable CPA firm on the block


    Level

    Basic
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The course description goes here

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Field(s) of Study: Taxes
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    Learning Objectives

    • Learning objective 1
    • Learning objective 2
    • Learning objective 3

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

    Marketing Info

    Additional marketing information here!
  • Events
    November 17, 2021 @ 4:00 PM - ET Live Stream Test
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