Tag-Archive for Phoenix CPA Training

CPA Continuing Education Class: Fundamentals of 1031 Exchanges

Cover critical aspects, common problem areas and strategies for successful 1031 exchanges. Examine Form 8824 preparation, replacement property adjusted basis computations, advanced 1031 strategies and more. Study advanced 1031 exchange strategies such as reverse exchange, partners/TIC structures, and improvement exchanges (including “Bartell” parking arrangements). Bring questions and increase your expertise. Updated in 2018 for effects…

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CPA Continuing Education Class: Tax Considerations in Buying and Selling a Business

Review options for structuring the sale of a business, from both buyer’s and seller’s perspectives with the aim of minimizing tax cost. Attendees will consider the sale of C corps, S corps and partnerships. This course covers topics not routinely considered in a tax compliance practice, but important to the sale of a business. When:┬áJuly…

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CPA Continuing Education Class: OCBOA Case Studies

Explore compliance with the preparation, presentation, disclosure and reporting nuances of cash- and tax-basis financial statements. The AICPA FRF for SMEs will also be discussed. Practitioners that seek to use the Other Comprehensive Basis of Accounting (OCBOA) financial statement presentations as Generally Accepted Accounting Principles (GAAP) will increase complexity and the cost of compliance. Understanding…

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CPA Continuing Education Class: Key Ratio Analysis 4201416E

CPAs, bankers, CFOs, controllers, financial analysts, credit underwriters and other financial professionals use financial ratios, but fail to leverage them for maximum effectiveness. We’ll show you how. Understand a five-step key financial ratio analysis model; liquidity, activity, leverage, operating performance and cash flow analysis; that will clarify and unify this often confusing subject. Explore the…

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CPA Continuing Education Class: Clarifying Risk Assessment

Recognize the impact of AICPA’s Clarity Project for audits. Determine the impact on your practice. Identify additional procedural changes requiring firm implementation. With peer review results in and more than a few years’ worth of experience under the profession’s collective belt, it’s time to fine-tune implementation of the risk assessment standards; designed to eliminate the…

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CPA Continuing Education Class: Implementing and Maintaining an Internal Control System

An overview of control creation methods and strategies to implement policies and procedures successfully. Many organizations successfully create a system of internal controls. However, some fail to implement established measures correctly. Moreover, entities neglect the critical process of testing, monitoring and updating control procedures, weakening the entire internal control structure. Receive an array of control…

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CPA Continuing Education Class: Controller/CFO Update: Hot Topics Facing Today’s Financial Professional

In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate,…

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CPA Continuing Education Class: Envisioning Your Midmarket Accounting Solution

Businesses are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric, and connected solutions, business problems can be solved in new ways. Explore integrated and ERP solutions for businesses in the $10 Million to $1 Billion range. Systems in place for seven or more years are…

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CPA Continuing Education Class: K2 Accounting Solutions for Small and Medium Businesses

The market for accounting solutions designed for small to mid-sized businesses has never been better. From desktop applications to cloud-based solutions, you have affordable options available that were unthinkable just a few years ago. Learn about these tools and receive an unbiased comparison of many of today’s leading solutions. As a result, be able to…

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CPA Continuing Education Class: Preparing Complex 1040s

While the Tax Cuts and Jobs Act did many things, simplification of the tax law for clients of most CPA firms was not one of them. This program is designed for the accountant who is ready to handle the most complex individual client’s income tax preparation. The program will look at areas that vex CPAs…

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