Advanced Tax Strategies Made Simple


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Upcoming 2019 Workshops 

Advanced Tax Strategies Workshops & Captive Insurance 831(b) from a CPA Perspective

SEE BELOW FOR DETAILS AND TO REGISTER

1 to 3 CPE Hours 

 

IN-PERSON WORKSHOPS & WEBINARS

 

Current CPE Course Offerings (details below):

  • Advanced Tax Strategies
  • Captive Insurance 831(b) from a CPA Perspective

 

Sample of Other Course Learning Topics:

  • Tax Savings
  • Cost Savings
  • Leveraging Capital
  • Risk Reduction
  • Asset Protection
  • Tax-free Income Strategies
  • Premium Financing
  • Estate Planning
  • Proactive vs Reactive Strategies
  • CPA Firm Business Building Skills
  • Various Tax Updates
  • Industry Changes
  • Qualified Retirement Plans
  • Non-qualified Retirement Plans
  • Social Security Planning
  • Annuities
  • Section 79 Plans
  • Strategic Planning for Firm Growth
  • Captive Insurance Companies
  • Cost Segregation
  • Business Valuation
  • Long Term Care
  • Business Exit Planning
  • ESOPS

IN-PERSON WORKSHOP POLICIES:

WALK-IN ATTENDEES

Registrations will be accepted at the door with payment when applicable. Every attempt will be made to have sufficient handouts on hand, but we will first distribute materials to those who are pre-registered for the seminar.  

WEATHER POLICY

We are not able to reschedule seminars. We will make every attempt to hold each seminar regardless of weather conditions.

CANCELLATION

If there is a cancellation of a program due to weather or other reasons, CPA to CPA will make every attempt to reschedule our events, and to contact attendees via the email address required of them at the time of registration as soon as possible, as well as post any cancellations/reschedules on our website. In the event that we are unable to reschedule, a refund will be made within 10 business days.

MISSED WORKSHOP WITHOUT PRIOR CANCELLATION

We apologize, but we are unable to provide refunds.  However, we will provide our course materials upon a written request or provide you with access to attend the same or similar class in person or via webinar.

IN-PERSON ATTENDANCE CE PROCEDURE

Attendees are required to sign-in the CE Roster with your License #. Attendees will receive a certificate of completion at the end of the seminar or upon completing an evaluation for before leaving.  In which case certificates of completion are not available, we will provide your certificate of completion via email within 10 business days.

REPLACEMENT OF LOST CERTIFICATE

If a replacement certificate is needed, you can request your replacement certificate by emailing us at rsvp AT cpatocpa.com Please provide in the appropriate fields the attendee name you registered as, which course you attended, date of course participated in.  Once the request is received, we will attempt to locate participants certificate and e-mail a new certificate within 10 business days.

If we are unable to locate the certificate or verify that the participation and policies were not completed, we will e-mail a notice of that fact. 

PRIVACY POLICY

When attending online or in-person CPA to CPA seminars, we collect basic information provided by you at the time of registering. Our purpose of obtaining that information is for the purpose of communicating details or changes that could arise or that will make your experience the best it can be or to notify you of future events or offerings.  We will not sell or trade any of that information to third parties without your consent.

We retain a prior registrants lists for the purpose of contacting prior registrants, analyze seminar attendees based on demographics or other criteria, and to make decisions for our future activities.

 

COMPLAINTS OR CONCERNS

Please contact us at DENISE AT CPAtoCPA.com regarding any concerns or complaints, or call 888.973.1973.

 

Current CPE Course Offering Details:

CAPTIVE INSURANCE 831(b) FROM A CPA PERSPECTIVE

This workshop presented by a CPA will present to CPAs, Business Owners, Attorneys, Insurance Agents, and Financial Advisers on Captive Insurance as a business strategy, the importance of regulatory and compliance, and reputable captive management services when considering the formation of a captive insurance company.

  • The legitimacy of Captive insurance company formation for your clients: What is Captive Insurance • What is Covered • How a Captive Differs from Commercial Coverage • How & When a Company Realizes the Return on Investment • Captive Do’s & Don’ts • How Captives Add Value to a CPA’s firm
  • The benefits of forming a Captive insurance company  including: Decrease Taxes & Costs • Build & Protect Wealth • Pay Your Premiums to Yourself • Increase Income & Cash Flow • Protect & Place Assets Out of Reach • Leverage Capital

CPA attendees will earn 1-3 CPE credits and will develop an understanding of captive insurance business strategies that are typically found outside the CPA firm environment. TSBPA Sponsor #010443

Learning Objectives of this 1 HOUR CPE Instructor Lead Internet-based Setting Webinar:

Overview of Captive Insurance 831(b) from a CPA Perspective Webinar Course Details

Participants who successfully complete this course will be able to:

  • Understand the main benefits of captive insurance;
  • Recognize the risk management purpose of using a captive to finance an entity’s risks, identify the elements of captive insurance, and recognize why a captive can insure many types of risks;
  • Identify various types of exposures and possible coverages for the associated risks;
  • Provide an overview of income tax considerations; and
  • Provide an overview of the captive formation process, importance of regulatory and compliance, and reputable captive management services.

Learning Objectives of the 3 HOUR CPE In-Person Group Live Setting Workshop:

Captive Insurance 831(b) from a CPA Perspective In-Person Live Group Course Details

Participants who successfully complete this course will be able to:

  • Understand the main benefits of captive insurance;
  • Recognize the risk management purpose of using a captive to finance an entity’s risks, identify the elements of captive insurance, and recognize why a captive can insure many types of risks;
  • Determine which of your clients will benefit with a captive insurance company;
  • Recognize key differences between captives, commercial insurance, and self-insurance plans;
  • Identify various types of exposures and possible coverages for the associated risks;
  • Provide an overview of income tax considerations; and
  • Provide an overview of the captive formation process, importance of regulatory and compliance, and reputable captive management services.

 

ADVANCED TAX STRATEGIES

  This workshop although primarily presented for CPAs will present to all attendees advanced tax strategies for their clients or their own companies.

  • The pros/cons and legitimacy or illegitimacy of the following:
    Capital Gains Strategies • Premium Finance • Captives • Tax Free Income…Myth or Fact? • Cost Segregation • Fixed/Indexed Annuities • Life Insurance • Tax Covers
  • Tax strategies from multiple industries including financial, insurance, banking, health, and legal industries and how to analyze which clients could benefit
  • Understand how certain industries operate and how tax strategies are often promoted within certain industries

 CPA attendees will earn 1-3 CPE credits and will develop an understanding of captive insurance business strategies that are typically found outside the CPA firm environment. TSBPA Sponsor #010443

Learning Objectives of this 1 HOUR CPE Instructor Lead Internet-based Setting Webinar:

Overview of Advanced Tax Strategies Webinar Course Details

Participants who successfully complete this course will be able to:

  • Identify and explain tax strategies from multiple industries including financial, insurance, banking, health, and legal industries.
  • How to analyze which clients could benefit from the tax strategies
  • The advantage and disadvantages of certain tax strategies
  • Understand the financial and tax impact of implementing certain tax strategies.
  • Understand how certain industries operate and how tax strategies are often promoted within certain industries.
  • How to properly vet industry providers

Learning Objectives of the 3 HOUR CPE In-Person Group Live Setting Workshop:

Advanced Tax Strategies In-Person Group Live Course Details

Participants who successfully complete this course will be able to:

  • Identify and explain tax strategies from multiple industries including financial, insurance, banking, health, and legal industries.
  • How to analyze which clients could benefit from the tax strategies
  • The advantage and disadvantages of certain tax strategies
  • Understand the financial and tax impact of implementing certain tax strategies.
  • Understand how certain industries operate and how tax strategies are often promoted within certain industries.
  • How to properly vet industry providers

 

 

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