Quick Links
CPE History - 2016-2020
VIRTUAL A&A DAY IN PARTNERSHIP WITH BENNETT THRASHER – NOVEMBER 16, 2020
PLANNING AHEAD FOR THE FINAL SUNSET – NOVEMBER 14, 2019
Estate Planning in Georgia - Planning for Incapacity, Titling of Assets, Beneficiary Designations, Wills, Probate, Trusts
Rebecca Godbey Cummings, JD
Neeli Shah, JD
Heather Nadler, JD, Nadler Biernath, LLC
Long Term Care Issues and How to Negotiate Them
Nancy Bour, Synergy Home Care
A&A DAY – ACCOUNTING ON THE GO – AUGUST 16, 2019
It’s All about the Cash Flow
FinSync Full Service Accounting Software
Dave Olsen, CPA, Northstar Payroll
Microsoft Girl in a Google World
Using Google Suites for Client Accounting and Procedure Documentation
Angela Roberts, Main Accounting Services
Faster, Easier Money
Electronic Fee Payments and Receivable Management Apps, plus Screen Sharing Client Software
Ramona Baptiste, CPA, RCB Consulting Group, LLC
The Easy, Lazy Way to Capture Data in Your Sleep – Apps to Free Up Your Precious Time, so You Can Do What You Do Best
Receipt Bank, QBO Receipt Capture, MileIQ, and HubDoc Expense Tracking
Michelle Austell, CPA, M Austell Accounting and Advisory Services
Taking the Tediousness Out of Vendor Billing; Data Analysis; and Consolidating Reports
Managing Payables and Analytical Data Gathering with Expensify, Bill.com, and Fathom
Clay Phillips, CPA, Windham Brannon
CPE DAY – HOT TOPICS – JULY 12, 2019
The Perfect Practice in 50 Words – Part 2
IRS Tax Representation
Student Loan Strategies from Beginning to End
Protect Your Clients’ Data – Learn the Signs of Tax Data Theft from YOUR System
FINANCIAL FREEDOM TOWARDS RETIREMENT – JUNE 21, 2019
Retirement - Making Your Money Last
Long Term Care - Preparing for the Unexpected
Medicare - What You Don’t Know Can Cost You
Fixed and Indexed Annuities - The Benefits You Didn't Know
The New Reverse Mortgage as a Retirement Tool
Debunking Debt
Economic Outlook and Opportunities - Preparing for the Late Innings of the Bull Market
PRACTICE MANAGEMENT – MAY 10, 2019
The Perfect Practice in 50 Words - Transforming Your Clients' Businesses with Your Advisory Services
You Are What You Tweet: Embrace Social Media to Improve Your Brand and Build Your Accounting Practice
Tired of Working from the Guest Bedroom – What New Office Space Options Are Out There?
How to Asana Your Accounting Firm Without Driving Yourself Crazy
GEORGIA TAX UPDATE – NOVEMBER 15, 2018
Federal and Georgia Sales Tax Implications of the Wayfair Decision
Maximizing and Understanding Georgia's Path2College 529 Plan
How the Department of Revenue FIghts Fraud and How CPAs Can Help
Navigating the Streamlining to the Georgia Tax Center
Georgia Tax Laws - Federal Adoptions and New Developments
Georgia Tax Liens and Installment Agreements
ACCOUNTING & AUDITING UPDATE - OCTOBER 25, 2018
Peer Review Issues for Local Firms: Navigating the New Order
Streamlining Financial Statement Analysis
Best Practice Cash Flow Management, Projections, and Benchmarking for Clients
Implementing Federal Tax Provisions
Employment Law Update - August 16, 2018
Dave Olsen - Northstar Payroll
Elizabeth Sigler - Stanton Law, LLC
Allegra Lawrence-Hardy - Lawrence & Bundy, LLC
Nwa’ndo Ume-Nwagbo - Smithers + Ume-Nwagbo, LLC
Brian Prusick – Fastest Labs of Atlanta
Raquel Crump - McFadden Davis, LLC
PractiCe management - June 15, 2018
Rebecca Brizi
Bill Nemeth, EA - Tax Audit Guardians
Jason Marler - First Aid Computer Services, Inc.
Kim Chapman
Debbie Griffiths, Dianne Moore, Ginny Davy
Federal Tax Update - November 16, 2017
Federal Tax Update
Presented by Roger Roemmich
Practice Management - October 26, 2017
Creating & Executing a Marketing Plan, Website Design, Social Media & Content Marketing
Presented by Bonnie Buol Ruszczyk of BBR Marketing
Risk Management Issues and Cyber Liability Trends..Strategies and Best Practices to Minimize Exposure
Presented by Suzanne M. Holl, CPA of Camico
Practice Management Concerns
Presented by Sue Groszkiewicz of Accountable for Change
A&A Day - August 17, 2017
Compilation & Review Update
Presented by Chris Rouse, CPA
Disputed Business Valuations
Presented by Leanne Gould, CPA, ASA, AVB/CFF
Data Analytics, Fraud Prevention Tips & Tricks for Professionals
Presented by Pat Salem, CPA, CFE
Revenue Recognition
Presented by Floran Syler-Woods, CPA, PhD
Advanced Tax Topics - July 27, 2017
CP 2000 Notices and Additional Uses for IRS Account Transcripts
Presented by: Bill Nemeth, EA, MBA
Keeping Things Civil: How to Deal with & Respond to the IRS
Presented by: Brian Gardner, JD and Vivian Hoard, JD
When Civil turn Criminal: How to Recognize & What to Do
Presented by: Brian Gardner, JD and Vivian Hoard, JD
Like-Kind Exchanges
Presented by: Ron Raitz, CCIM
M&A Business Tax Planning
Presented by: Julian Fortuna, CPA, JD
International Tax - May 4, 2017
Sales and Local Taxes; Escheat Taxes
Presented by: Marc Grossman, CPA
Short Term Business Travelers
Presented by: Gary Johnson, CPA
Inpat/Expat Taxation
Presented by: Laurie Marson, CPA, CISA
Foreign Bank Account Reporting Issues
Presented by: Brittney Little, JD and Hunter Shelman, JD
What is VAT?
Presented by: Michael Campbell, CPA
Pass-Thru Entities - November 17, 2016
Compare and Contrast Partnership and S Corporation Exit Transactions
Presented by: Brett Beveridge, JD and Courtney Moore, JD
Round Table Discussion
Introduction to Robertson & Gable’s online approach to Entity Formation,Administration and Dissolution
Presented by: Lisa Gable, JD
Legal Issues and Pass through Entities (Partnerships, LLCs & S-Corporations)
Presented by: Leanne Gould, CPA, ASA, ABV/CFF
NonProfit Topics - October 27, 2016
Raising Money While Keeping It Legal!
Presented by: Robyn Miller, Esq.
Basics of Finding Grants & Introduction to the Foundation Center’s Resources
Presented by: Stephen Sherman
IRS Update & Considerations for the Not-for-Profit Client
Presented by: Liccette Shumaker IRS Stakeholder Liaison
Understanding the “New Nonprofit Board” – Adding Value to Nonprofit Clients
Presented by: Glenda Hicks, CPA
Audit considerations for the Not-for-Profit Client
Presented by: Gloria Lewis, CPA
A&A Topics - August 31, 2016
Compilation & Review Update
Presented by: Alan L. Grothe, CPA
Peer Review
Presented by: Alan L. Grothe, CPA
Save your Small Business clients by Catching Costly Accounting Errors
Presented by: Spiceda Davis, CPA
Earnings Management & Fraud - The Good, the Bad, and the Ugly
Facilitated by: Dr. Deborah Turner, CPA, Ph.D.
"Real Life" Practice Management - July 21, 2016
Buy/Sell Agreements
Robert R. Joseph, JD with Hill, Kertscher & Wharton, LLP
Key Man Insurance & Other Risk Management Products
Michael A Baratta, CLU, ChFC, CAP
Winning New Clients and Selling Advisory Services
Chad Wright, Associations & Strategic Relationship Director, Sageworks
Introduction to Value Pricing
Alicyn McLeod, CPA
First Time Penalty Abatement & IRS Transcript Analysis
Bill Nemeth, EA
Business Valuations & Banking Matters - May 19, 2016
Current Trends in business consolidations and liquidations
Katie Goodman
Fixing the Credit Score
Matthew Johnson
Adrienne H. Sipe, Director, Government Guaranteed Lending, Synovus
Ways to Value Your Business & Business Valuation Case Study; Executive Bonus Plans - the Basics and More; How to Add Value to Your Business Owner Clients by Applying these Techniques Mass Mutual Advanced Planning Richard C. Martin, JD, LLM, CFBS, CFP®, CLU, ChFC, MBA, Director, Estate & Business Planning and Rakesh Bhardwaj, MBA, 2nd Vice President, Advanced Sales Concepts Support AND Jim Winskie & Mike Woods of Capstone Financial (A Mass Mutual Financial Group Agency)
