JJ the CPA's MONTHLY SEMINAR

Small Business Tax, Financial & Management Seminar

Designed for Tax Pro's & Small Business Owners

Always Different Topics Each Month

Related to small business, this covers:  Tax, economic conditions, financial matters and business planning

3 CPE* Credits for single attendance to seminar 

$197  To attend one (1) monthly seminar

  • CPE credit can only be earned by live attendance

  • Receive the PowerPoint pdf 

  • Access to private webpage for Zoom link & materials

  • Ability to re-watch the seminar for 30 days (re-watch is not for CPE)

CONSIDER INSTEAD MY "ANNUAL PASS" PACKAGE DEAL - GROUP 50:1

Attend each month's seminar & ALL my other seminars in 2023,

CLICK HERE for Group 50:1 membership for $997 (62 hours CPE)

NOTE: Annual membership fee is $1,497 after January 24, 2023 [CPE only earned by LIVE attendance]

Value of the package is $3,546 (18 four hour seminars x $197)

Benefits to membership

  • Access to all monthly 3 hour seminars, dates listed below (48 hours CPE)

  • Access to all other CPE seminars presented by JJ the CPA (guaranteed 12 hours CPE in January, November & December 2023)

  • Attend (in-person with JJ) ANNUAL RETREAT in Colorado (4 hours CPE, if you attend) Not available by Zoom or re-watch)

  • Consultations with JJ the CPA (additional fees apply)

  • Access to free private Facebook group that includes updates in between seminars

  • Ability to re-watch all seminars from January to December 2023 through 1/31/24 (re-watch not eligible for CPE)

Don't sign up for this single seminar if you want to join Group 50:1 

If you sign up for this solo seminar, and later join Group 50:1, there is no discount

CLICK HERE to learn more about Group 50:1

 

Overview:  

This covers small business and individual tax, economic, financial and planning issues that benefits both small business owners and advisers.  NOTE:  Each subject matter will be covered each month, but not every subject matter listed within each subject will be covered each month as this is to mirror what is going on right now! 

TAX: Strategies to save taxes, as well as covering the latest Federal tax developments related to individuals, the self-employed, as well as S-Corporations and partnerships.  With the tax environment full of constant change stemming from law changes, the expansion of IRS interpretations and evolving tax laws, this is designed to aid in keeping up with the latest tax issues to better plan for yourself, and your clients.  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.

JJ THE CPA

YOU DO NOT NEED TO BE A CPA, EA or TAX PRO TO TAKE THIS COURSE.

This will benefit anyone interested in staying up to date with this subject.

CPE* credit can only be earned by live attendance

Dates of Live Program to Earn CPE

3 Hours CPE* All Starting @ 12/noon cst

Tuesday, January 24th

Tuesday, February 21st

Tuesday, March 21st

Tuesday, April 25th 

Tuesday, May 23rd 

Tuesday, June 20th

Dates of Live Program to Earn CPE

3 Hours CPE* All Starting @ 12/noon cst

Tuesday, July 18th

Tuesday, August 22nd 

Tuesday, September 26th

Tuesday, October 24th 

Tuesday, November 14th

Tuesday, December 12th

Credits*

3.0

Prerequisite

Tax Experience

Qualifies for

CPE*

Format

LIVE Webcast

via Zoom

Level

Update

Delivery Method

Group Internet Based

Designed for

CPAs*

Attendance

Required to Receive CPE

Field of Study

Taxes

Author

Joshua Jenson CPA

Advance Prep

None

Material Date

Up to date of seminar

Cost

$197 

Course #

MTU

*State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

CLICK HERE for all 50 states CPA CPE requirements.

*CPAs LICENSED IN NEW YORK, JEW JERSEY, TEXAS, OHIO, ILLINOIS & PENNSYLVANIA

NO SEPARATE STATE SPONSOR ID FOR THESE STATES.

*ENROLLED AGENTS:  This CPE seminar is NOT registered with the IRS.

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.

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

Prerequisites

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

Advanced Preparation

None

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

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.

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.

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.

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.

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.

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

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

Live Attendance is Required to Earn CPE Credits for this Course

You will be able to re-watch the seminar for 30 days, however, you will ONLY be able to receive CPE credits for your LIVE attendance to this seminar during the designated time.  The seminar will not be available to watch until 48 hours after the end of the seminar.

Delivery Method

Group Internet Based, Delivered by Zoom

Number of Recommended CPE Credits

3.0 

Field of Study

Taxes, 3.0 CPE credits

 

Format to prove your attendance

A series of words will be shared randomly through out the seminar.  You will submit those words on the Attendance Form (provided with your course materials) by email within 48 hours after the end of the seminar to prove your attendance.  You must present by email 70% of the words for each hour, for that hour of CPE to be earned.  Email the Attendance Form with the provided words to help@jjthecpacpe.com.  Failure to submit these words within 48 hours will result in the forfeiture of earning any CPE for the seminar.  There will be no refunds for your non-attendance or failure to submit the words timely.  It will be made extremely clear the word being shared, is to prove your attendance. 

Need a Free Zoom Account?

CLICK HERE to be redirected to Zoom to setup your free account.  An account can be created within minutes.  It's easy, quick and requires no credit card.  

Refund policy, complaints, or cancellation policies

THERE ARE NO REFUNDS.  

CLICK HERE for refund policy details and additional related details.

 

Please contact us

By email help@jjthecpacpe.com 

By phone at 405-715-1556

EACH HOUR OF CPE CREDIT

Fifty minutes of participation in a program of learning equals one CPE credit.  This course will be fifty minutes long for each hour presented.

CPE INSTRUCTOR & AUTHOR:

JOSHUA JENSON, CPA

aka JJ THE CPA

JJ has over 30 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters.  He still practices in the trenches in the CPA firm he founded over 25 years ago.

Joshua Jenson is a licensed CPA in Oklahoma and Texas, licensed in all 50 states with the IRS and a member of the American Institute of CPAs and Oklahoma Society of CPAs. 

JJ THE CPA has traveled to over 50 cities, presenting tax courses to thousands of fellow CPAs, EAs and fellow Tax Pros covering the latest tax laws and strategies.

JJ the CPA has over 84,000 SUBSCRIBERS and over 6.8 million views on his YouTube channel “JJ THE CPA,” and is heavily represented on social media, with daily postings, including daily videos released on everything dealing with money. 

JJ has authored 2 books available on Amazon.

Joshua is a member of the Tax Committee for the Oklahoma Society of CPAs, has served as the past Chairperson of the OSCPA Educational Foundation and was named CPA of the year in Oklahoma City by his CPA peers. 

 

Joshua is a 1993 graduate of Abilene Christian University where he earned is accounting degree.

Administrative Policies

CPE Record Retention Policy

CLICK HERE

Refund Policy

CLICK HERE

Program Cancellation Policy

CLICK HERE

Complaint Resolution Policy

CLICK HERE

Course Update Policy

CLICK HERE

Additional General FAQs

CLICK HERE

Content Development Policies

CLICK HERE 

CLICK HERE for additional

FAQ's

FREQUENTLY ASKED QUESTIONS