Materials Provided​

After signing up and paying for the seminar, you will receive an email with a link to a private webpage that will contain the Zoom link to the live presentation and the materials, both available 15 to 30 minutes before the seminar starts.  The course materials and video access to re-watch the seminar is available for 30 days after the seminar date.  NOTE:  Re-watch is NOT for CPE credit.    

• Zoom link to seminar provided 30 minutes before the seminar start time.

• Seminar slides in pdf format will be posted on the private webpage, 15 minutes before the start of the seminar.  A link will be added to the webpage so you can download your copy.  The materials for the most recent seminar will be available for 30 days after the seminar date. 

• Link to re-watch the seminar for 30 days, provided 48 hours after the seminar ends.  NO CPE can be earned by re-watching the video.  You must attend the seminar live via Zoom to receive CPE credit.

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Major Topics 

The tax updates related to:

• TAX:

• Federal tax issues related to Individuals (Form 1040)

• Federal tax issues related to S-Corporations (Form 1120-S)

• Federal tax issues related to Partnerships (Form 1065)

• Internal Revenue Service updates & releases

• Federal tax law changes of significance 

• Tax effects to individuals who own flow-thru entities; S-Corporations and Partnerships

• IRS audit developments

• Small business and self-employed tax matters

• Tax planning and strategies

• ECONOMIC: This will also cover the immediate economic conditions applicable to small businesses related to such matters as inflation, banking, and small market conditions.  

• FINANCIAL: Covered with be issues related to real estate, lending, cash flow management, retirement savings, insurance and small business financial statements.  This will NOT include crypto, stock or investment tips. 

• PLANNING:  Covered will be management issues small businesses face, as well as planning for upcoming economic conditions, retirement, financial matters, and yes, taxes.

Learning Objectives

• Learn what tax laws have changed with these topics

• Learn to better understand recent tax law changes of these topics and how they may apply to you or your clients circumstances

• Learn more about the topics presented to better manage your business and/or serve your clients with expanded and up-to-date information

• Learn of the effective dates of law and changes presented

• Learn what is projected as future hot areas of potential interest to small business owners and/or tax pros to better prepare for the impacts and plan accordingly

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Prerequisites

Participants should be familiar with small business accounting, tax and financial matters.

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Advanced Preparation

None

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Technology Requirement

Access and ability to watch a live Zoom broadcast.

Zoom has a free version. To set up your Zoom account, CLICK HERE.  To be re-directed to the Zoom website for more information, CLICK HERE

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When will I get my CPE* certificate of completion?

Within 3 business days of you providing the required words to help@jjthecpacpe.com.  This is a live format, and requires your attendance during the time designated. CLICK HERE for more information.

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What if You Don't Need CPE

You do NOT need to be a CPA, EA or tax professional to attend this seminar.  It is open to the public.  If you don't need to earn CPE, then the below does not apply to you.

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AICPA CPE* Requirements

This CPE program sponsor has prepared and will present this course in accordance with The Statement of Standards for Continuing Professional Education (CPE) Programs jointly issued by the American Institute of Certified Public Accountants (AICPA) and the National Association of State Boards of Accountancy (NASBA).  This CPE provider is NOT registered with NASBA at this time.  CLICK HERE for a copy of these Standards.

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NASBA Disclosure

This CPE program sponsor is NOT registered with the National Associate of State Boards of Accountancy (NASBA) at this time.  CPE program sponsors are not required to be registered with NASBA to provide qualifying CPE.  CPE credit can qualify as such for CPAs provided that the AICPA and NASBA standards (aforementioned) are followed.  CLICK HERE for a list of all 50 states with a link to its CPE requirements to review your state CPE requirements.

 

Your State CPE* Requirements

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  CLICK HERE for a list of all 50 states with a link to each states CPE requirements for CPAs.  Review your states CPA CPE requirements.  Some states require your provide the CPE program sponsors "state" ID.  This CPE Program sponsor does not have any specific state IDs at this time.  This CPE program sponsor has no separate state ID number for Illinois, New York, New Jersey, Ohio, Texas or Pennsylvania.

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IRS Enrolled Agents

This CPE seminar is NOT registered with the IRS, and therefore would not qualify as CPE for Enrolled Agents requiring IRS registration.  CLICK HERE for further IRS information for Enrolled Agents CPE.

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Licensed CPAs in Illinois, New York, New Jersey, Ohio, Texas,  Pennsylvania

NO SEPARATE STATE SPONSOR ID FOR THESE STATES IS AVAILABLE AT THIS TIME WITH THIS  CPE PROGRAM SPONSOR

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Can Attorneys, Insurance Agents or CFPs Obtain CLE/CE Credit?

No.  None of these courses provide CLE for attorneys, CE for Insurance Professionals or CE for Certified Financial Planners