Client Advisory Services Bundle
Multiple Events Between -
(Check-In 9:45am EST)
Eligible for 7.00 Credits
Member Price $219.00
Non-Member Price $249.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147717. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
This bundle contains the following events:
CAS Training: Independent Contractors vs Employees
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147705. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.As gig workers, remote employees, and hybrid working environments have become more commonplace, the tax rules pertaining to independent contractors and employees have become more complex. If someone can work whenever they want, are they still an employee? How are expense reimbursements reported? And most importantly, what happens if a contractor should really be classified as an employee? In this course, we will discuss these issues, as well as some common tax reporting issues. Finally, we will discuss recent tax legislation in this area, including changes to the electronic filing requirements.
CAS Training: Reimbursement of Expenses
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147707. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Due to hybrid and remote work environments, many companies are rethinking their employee reimbursement policies. Therefore, it is imperative for practitioners to know which expenses are reimbursable, the impact of these expenses on the W-2, and proper substantiation requirements. Using easy to follow examples and discussion, this course will explore these topics as well as which fringe benefits need to be added back into the W-2 – and which do not. We will also identify some best practices as well, so that you will be well prepared for the next client question that comes your way.
CAS Training: Working with Foreign Contractors
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147708. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.In an increasingly online world where geography is less important, some companies are looking outside of the United States for talent. However, foreign contractors have many unique tax attributes - and their filing requirements can differ depending on if they are classified as a resident or nonresident alien. In this course, we will discuss basic tax requirements related to foreign contractors. Using discussion and examples, we will identify situations to watch out for and when certain forms may be required. We will also discuss what to do in the case of worker misclassification.
CAS Training: Types of IRS Notices & Best Practices
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147709. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.One thing that is nearly impossible to get away from as a tax practitioner is IRS notices. Even if you are not a tax attorney, it is important to know what to do when the client comes to you with a letter. What information do you need to collect? What types of notices are there? And more importantly, are there any remedies? In this class, we will explore some of the basic types of IRS notices. We will talk about the audit process and when the client might be eligible for relief. We will also discuss which penalties are eligible for first-time abatement – and which are not.
CAS Training: Tax Due Dates & Penalties
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147711. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.It is a sickening feeling for a practitioner when they realize that a tax due date has been missed. Immediately, certain questions come to mind: Am I going to owe a penalty? Should I file late? And most importantly, is there anything I can do remedy this situation? Through easy-to-follow examples and discussion, this course will explore the tax calendar and key due dates. We will examine what to do if a client misses a deadline and what potential relief may be available.
CAS Training: Engagement Letters & Preparer Liability
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147712. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.In more recent times, the tax profession has become more engagement letter driven. While engagement letters seem to get longer each tax season, it is sometimes difficult to know when they are required and when they are not. Can I answer a quick question from a client without an engagement letter? What happens if a client does not want to sign? Can a preparer ever be liable for penalties related to an engagement? In this course, we will examine these questions and many others related to engagement letters and preparer liability. We will talk about what is required of tax professionals and how an engagement letter protects us. Finally, we will look at some best practices related to client engagement letters.
CAS Training: Software Best Practices & Common Reports
-
Virtual
1.00 Credits
Member Price: $39
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147713. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.There can be no doubt that accounting and tax software capabilities have improved drastically over time. Gone are the days of paper reconciliations and 10-key tapes attached to reports. However, as automation has increased, practitioners may wonder whether the software is performing all the critical checks that it should. When software reconciles an account, can we rest assured that it is correct? Are there key screens that we should be looking at as a part of our month-end processes? How can we be sure that automated transactions are coming over correctly? In this course, we will dig into what the software is doing and how we can be sure the software is correct. We will also discuss how to investigate variances and apply analytical techniques to month-end reporting.
Non-Member Price $249.00
Member Price $219.00