PROFESSIONAL TAX & ACCOUNTING SEMINARS, INC. Robert J. Henkels, CPA - President
P.O. Box 123 Bethel Park, PA 15102-0123
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info@cpeducate.net SEMINARS AVAILABLE FOR CERTIFIED PUBLIC ACCOUNTANTS Accounting and Auditing
"WHAT'S NEW IN TAXES" Cover the basic accounting and tax needs of starting a business. Includes the accounting equation and how it affects your taxable income. Review of reporting requirements to federal, state and local government agencies. Employees vs. independent contractors. Tax planning for a small business. Obtaining financing for a new business. Benefits available to small business owners. Review of business entities; corporations (C & S), partnerships (general, limited and family), LLCs, LLPs, and Sole Proprietorship (Schedule C). Proper use of each to reduce taxes.
ACCOUNTING AND TAXES FOR A SMALL BUSINESS -
"YOU CAN'T HAVE ONE WITHOUT THE OTHER!" Reexamination of FASB 56 and its impact upon audits, reviews, compilations. Use to find out information about a company and how to make it the company better. How to make your company better based on procedures used by CPAs. Numerous examples - will review actual clients and receive guidance on applying analytical techniques. Input from participants. Can be personalized for in-house CPE using your own clients! This is a very beneficial course for new staff accountants
TAX PLANNING FOR ..... ANYBODY! Seminar written for specific profession (contractors, insurance, medical, real estate, etc.) or business (retail, day care centers). Covers deductible expenses for various professions. Form 2106 is reviewed. Employee vs. independent contractor examined for each. Review of local tax requirements (PA only). Current court cases and letter rulings that would impact upon their profession. Use of the "kiddie" tax to reduce taxes. Use of the Schedule C to reduce taxes.
BUYING/SELLING REAL ESTATE FOR PERSONAL/INVESTMENT PURPOSES Review of tax laws for Schedule E. Items that are tax deductible within these transactions. How to assure yourself that this is "your" house. Review of "settlement" sheet and examination of what's deductible and what's not. How to structure agreement so that both parties pay less taxes. Course can be combined to include both parts since most people will eventually sell whatever they buy. Most participants have been buyers in the past.
CASH FLOW MANAGEMENT FOR A BUSINESS - SHOW ME THE MONEY!
CASH FLOW MANAGEMENT FOR A FAMILY - SHOW ME THE MONEY Addresses the need for most businesses and families to examine where and why they spend money. Discusses need to "save" for a rainy day, stewardship, and "team" approach to finances. Also discuss saving for college, a home and reducing credit card debt.
A total approach will be used to examine both income and expense items. Basic principles of wealth will be discussed and realistic ways to accomplish them.
This presentation can also be adjusted for Churches and incorporate the concept of tithing and giving.
FRAUD: WHERE DID OUR MONEY GO? Attend this seminar and become aware of the basic ways that you can be ripped off! Also applies to your own finances. Be aware of the methods used to take your money for shoddy and incomplete work. Become aware of how "double" or "false" billing works a good percentage of the time.
Want to be your boss's best employee? Attend this course and become aware of how you can assist your employer be aware of fraud and embezzlement within your own company.
Own your own business? This is a MUST attend seminar. Many small businesses will tend to pay too much for services and goods. Some of these may not be fraud, but it would pay to attend to save the money from various entities.
FINANCIAL PLANNING FOR .... (FILL IN THE BLANK) The most current tax law will be incorporated with general definitions and understanding of various investments and what they are intended to do to. The information will help anyone to plan for retirement, college, and investing with some background as to what it will cost and what the individual will have to do.
A Seminar is general in nature, to give an oversight of types of investments and how they react to the stock market. The topic of "Derivatives" will be introduced and discussed since this is making up a growing percentage of the market and are being touted by brokerage houses as ways to increase your account balance dramatically. The downside is that you could lose your entire investment within 30-90 days! As with all investments, there is a good purpose to use derivatives, but it is important to be informed of the risks involved.
An investment professional might be included within the presentation to present more detail that would be appropriate and to answer specific questions by the participants. The professional will only offer information, not products!
We will also review the idea of cash flow and proper planning and budgeting for the participants. They will be presented with forms and information that will allow them to identify where their money is going. They will be asked to critically review their spending habits and the reasons for this spending as they fill out the forms in the privacy of their own homes.
Part of the Cash Flow Management Seminar (discussed above) will be incorporated into this seminar
MOTIVATIONAL TALKS I have also given numerous talks for motivation regarding sales, keeping records for tax matters, believing in God and the His works, staying the course in business and personal decisions.
Practical planning techniques for owners and officers of closely held companies. For clients with high income, proper use of "kiddie" tax. Use of a schedule C to reduce "kiddie" tax. Use of non-qualified deferred compensation to reduce social security taxes, increase social security benefits, and reduce state capital/equity taxes. IRA/Pension plan considerations.
PRESENTATION TIMES CAN BE ADJUSTED FROM 20 MINUTES TO 8 HOURS!