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1 CPE credit of Taxes for all CPAs
1 CPD credit (Verifiable) for CPA/PFS
1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)
1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )
1 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290802)
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 CE credit of Federal Tax Update for Oregon Tax Preparers
1 CE credit of Federal Tax for Maryland Tax Preparers
1 CE credit for Certified Senior Advisor (CSA)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
where do they go wrong? – using risk assessment to improve audit effectiveness
effective leadership – finding common ground despite differing points of view
common frauds in small businesses
applying the dynamic nature of the coso framework
interviewing skills for professionals
nonoccupational fraud – a former fbi agent tells all
cracking the corruption code
investigations – a former fbi agent tells all
fraud defined
fraud concepts – understanding fraudsters
revenue recognition for nfps
understanding, detecting and preventing inventory fraud
fasb update for nfps
understanding credit card frauds
auditing revenue recognition
In light of the recent tax reforms, this webinar explores some of the major changes for 2020 and some different strategies for managing through them!
Generally, there are two strategies to choose from in any given tax year. You either want to minimize the income you report to the government in order to reduce your tax bill. Or in certain circumstances, you will want to accelerate income into a year – especially if it is a low-income year and you anticipate higher tax rates in the future. For most of us, we want to minimize our tax bill and most of the techniques we will discuss today center around that.
However, some years you may want to accelerate income – and there are numerous techniques for that. But definitely talk to your CPA and financial advisor before you start buying or selling. Or talk to us. Pushing income from year to year can get tricky and it helps to have expert guidance.
Given all that, let's talk about some ideas for minimizing your tax bill. Of course, we cannot say with any certainty which one of these ideas will work for you. It all depends on variables that are unique to you and your family. But these next suggestions are good places to start in managing this year's tax bill.
This online CPE webinar for CPAs covered key topics:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Certified Public Accountant (CPA), Abundance Advise
DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.
“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning. We first understand our clients’ goals and timeline and then build customized solutions around them. It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.
Daven earned his BS in Accounting from the University of Delhi, India. After migrating to United States in 1985, he earned CPA and CFP® designations. In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.
Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.
Abundance Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our Commitment
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our Principle
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
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Varry Stoddard, Tax Pros
Mar 25th 2021
Great knowledge
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Wallis Davis, EA
Mar 25th, 2021
Speaker very knowledgeable and effective. Very comprehensive presentation.
PW
Pam Whelan, CPA
Mar 24th, 2021
I really liked this webinar. I do need any info on the 2021 IRS limits, etc so if anything can be sent for that, I would like to share it with my team. If anything can be sent to me, that would be great. But I really got a lot out of this webinar. Very informative.
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Justin Smith, CPA
Mar 24th, 2021
Very informative
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Stanley Orr,
Feb 25th, 2021
GOOD
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Catherine Nemeth, CPA
Feb 18th, 2021
great topic; great speaker. would have liked more time so speaker could address examples/questions
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