Date: Tuesday, May 8, 2012
Instructor: Dominique Molina, CPA CTC
| Begin Time: |
12:00 pm Pacific Time
1:00 pm Mountain Time
2:00 pm Central Time
3:00 pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
Did April 15th leave your clients owing the IRS Money? The IRS is not a pleasant creditor and most taxpayers tend to ignore their problems leaving them exposed to liens, levies, and seizures. Of course all of this means emergencies that you are left to fix, often at night and on weekends when you receive that call of panic!
During this fast paced and entertaining class, we’ll explore proactive ways
you can work with your clients to relieve their anxiety and provide clear
manageable options to alleviate their stress (and yours!).
Topics Covered
- The Collection Process
- The 3 dreaded letters from the IRS
- Phone Calls
- In-person visits from agents
- Liens, Levies and Seizures
- Early Options: Accepted forms of payment, Installment Agreements, and Case Assignments to Revenue Officers
- Appropriate Forms: 433-A and 433-B
- All about Installment Agreements
- What will be approved?
- Allowable expenditures
- Form 911
- Your rescue in cases of hardship
- Offers in Compromise
- Do’s and Don’ts
- Calculating Net Cash Flow
- Current Practices
- Circumstances where it will work to discharge IRS debts
Learning Objectives
- Identify ways to assist clients if they are unable to pay the IRS.
- Recognize the IRS practices and procedures in collecting your client’s debt.
Level
Intermediate
Format
Live webcast
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
A basic understanding of tax preparation.
Advance Preparation
None
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
June 5, 2012 – 12:00-2:00pm PST
Using Routine Preventative Maintenance to Build Your Dream Tax Business
Is your tax business performing at its peak potential? Are you 100% completely satisfied with the way your tax business is going? Do you know the value of a client? In this 2 hour webinar, we’ll take a look at the 10 key factors to consider when evaluating the health of your tax business, from revenues and profits, to your own satisfaction level. They say, “an apple a day keeps the doctor away.” this class is the apple you need for your tax business!
- Learn how to perform a health checkup on your own tax business.
- Give your 10 key performance indicators a tune-up for optimal success!
- Creating your own dashboard to stay in touch with your business from anywhere
- How to rely on key staff to help improve your operations
- How to stop copying everyone else’s business model and create your own!
- Learn valuable concepts you can use to help your business clients!
- Using systems to put your tax business on auto-pilot!
Earn 2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
With historic tax law changes already enacted, there are a TON of new strategies to discuss with your clients. THIS is the time of year to use the leverage of the New Year’s deadline to work RIGHT NOW on creating a tax plan to take advantage of the breaks. 
In this fast, paced and entertaining webinar, tax experts Dominique Molina, CPA CTC and Edward Lyon, JD CTC will highlight the issues that must be resolved before the end of the year to lock in the most tax advantages.
Learning Objectives:
- Discuss how the reduced capital gains and income tax rates create tax planning opportunities
- Explain the differences between Section 179 and bonus depreciation
- Distinguish between the “Payroll Tax Holiday” tax breaks and the HIRE Act incentives
- Explain why 2011 is still the “Year of the ROTH”
- Identify opportunities to beat the impending Medicare “surcharge” for high income earners
- Discuss how to take advantage of “phased out” limitations on itemized deductions
- Determine what to do RIGHT NOW to create powerful tax savings strategies with your clients before year-end
Date: Tuesday, November 15, 2011, at 3:30pm EST
Location:
From the comfort of your own computer. You can attend this Group Internet Based class from anywhere you have an internet connection.
Register
CONTINUING EDUCATION CREDITS – The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors.
State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Instructional methods used: Group-Live and Online. Unless otherwise stated, there are no other prerequisites or advanced preparation required to take courses.
Please note: CPE credit amounts are based on a 50-minute hour.
August 11, 1pm-3pm EST
When Did You Last Grow Profits by More Than 100%?
Learn the 5 simple steps you can take in your practice to double your bottom line by the end of the year! In this free online course, you’ll learn an easy to apply formula you can start using today to raise your net profits, afford better help, and enjoy more time off!
Earn from 1-2 hours of CPE Credit
Program Level: Basic
Register
July 28, 2011, 4:00 – 6:00pm EST
Using Tax Planning to Get Paid for Your Expertise
Most small business accountants find themselves on an endless hamster wheel of servicing many clients at low “industry rates” all in an effort to earn the kind of income that owning an accounting firm is supposed to bring. In this fast paced and entertaining seminar, you’ll learn how to price your services highlighting your expertise. You’ll learn how to use tax planning as a lead for attracting new clients paying premium fees, breathe new life into your existing book of business, and create client loyalty by reinforcing your value.
Learning Objectives
• How to increase your net worth with clients
• Spotlight your expertise with tax planning
• Learn the secret formula for selling planning engagements at premium fees
• Identify opportunities for tax planning and use this information to sell your engagement
• Learn how to value price your planning services
• Recognize pitfalls when converting hourly billing to value pricing
• Eliminate the primary cause for low profits and long hours
Get Paid What You’re Worth!
Earn from 1—2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
Sept 12, 2011 – 10:00-12:00pm PST
Using Routine Preventative Maintenance to Build Your Dream Tax Business
Is your tax business performing at its peak potential? Are you 100% completely satisfied with the way your tax business is going? Do you know the value of a client? In this 2 hour webinar, we’ll take a look at the 10 key factors to consider when evaluating the health of your tax business, from revenues and profits, to your own satisfaction level. They say, “an apple a day keeps the doctor away.” this class is the apple you need for your tax business!
- Learn how to perform a health checkup on your own tax business.
- Give your 10 key performance indicators a tune-up for optimal success!
- Creating your own dashboard to stay in touch with your business from anywhere
- How to rely on key staff to help improve your operations
- How to stop copying everyone else’s business model and create your own!
- Learn valuable concepts you can use to help your business clients!
- Using systems to put your tax business on auto-pilot!
Earn 2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
October 24-25, 2011 – 10:00am-12:00pm
Hard to find good people? Learn how to recruit and retain top talent for your accounting practice. The future of your accounting practice is dependent on your success in attracting, hiring, managing, and retaining top talent. Join us for the most important workshop series you’ll ever experience Join us for this special 2-part series as we explore:
- Why Running Ads in the Sunday Classifieds is a waste of time
- The #1 Key to finding, hiring and keeping winners
- How to use a staff profile to win the talent war
- How to save yourself from a lawsuit waiting to happen
- Practice aids for hiring, measuring staff performance, and taking control of your office before it controls you
- The Top Secrets to Get Your Staff to do What You REALLY Want
- How to Attract the Top Talent on a Shoestring Budget
Register
November 1, 2011 – 10:00-12:00pm
Using Social Media to Connect With Your Captive Target Market and Acquire New Clients.
Did you know that Linked-In is a tool that over 80 million people use LinkedIn to not only stay connected, but grow their business? It is projected that by 2013 over 80% of all internet
searches will be done using social media. Maximize the power of this free online platform to position yourself as an expert and learn simple steps to create your own effective marketing plan using social media.
Learning Objectives
- Novel ways small business accountants can use LinkedIn successfully
- How to enhance your profile and attract your ideal client
- Tips for finding new connections, partners, and media contacts
- Keys to positioning yourself as an expert in your field
- Using forums to build credibility
- Little known privacy settings
- Valuable time-saving toolbars and applications
Earn from 1-2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
December 6, 2011 – 11:00-1:00pm PST -
Avoiding the 10 Most Expensive Tax Mistakes That Cost Your Clients Thousands!
Football Season is here which means lots of 2 minute warnings! Just like in football, your clients have a “2 minute warning” on taxes. At midnight on December 31, the clock runs out. Do you want your clients stuck in the red zone, or do you want to help them score? In this entertaining and fast paced webinar, we focus on proactive tax planning as a way to rescue last minute savings for individuals and businesses.
Learning Objectives
- The self-employment tax strategy that saved John Edwards $562,000
- Why proactive planning means never having to throw up a red flag
- How to use tax planning strategies to get appointments with your clients prior to year-end
- How to make the most of meals, entertainment and gifts
- Save your clients from wasting thousands with the new healthcare reform!
- How to slash your clients’ audit risk even with a new IRS offensive line 9,000 agents stronger!
- Avoid the single most expensive tax mistake of all!
Earn up to 2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
