The Strategy Bundle

Name: The Strategy Bundle - Western CPE
SKU: Bundle-23NewMoneySummit-Dec-18
Availability: InStock

This 7-course bundle features the first day’s sessions from the New Money Summit, which tackle a thought-provoking range of tax strategy topics. This includes a playbook for new & modern tax firms, hot topics in the world of S-corps, a special fireside chat with Jason Staats, CPA on building communities online, and much more.

Included Courses:

Image	Product	Quantity
	S Corps Hot Topics Robert W. Jamison, CPA, Ph.D. Webcast - 1 Credits - Taxes This course was filmed live at the 2023 New Money Summit. The S corporation continues to be the most popular tax form for business entities in the U.S. However, this tax status has several traps for the unwary. Tax professionals need to anticipate situations which might be troublesome for S corporation and shareholder clients. There are special problems in which an unincorporated entity, such as a limited liability company, elects to be an S corporation for tax purposes. In 2022 the IRS issued a streamlined procedure whereby certain of these entities can correct provisions in their operatin... Original price was: $49.00.Current price is: $30.60.	S Corps Hot Topics quantity
	Insurance & IRS Navigation Brian Streig, CPA Webcast - 1 Credits - Taxes This course was recorded live at the 2023 New Money Summit. Learn how to guide insurance companies through the complexities of IRS regulations. Original price was: $49.00.Current price is: $30.60.	Insurance & IRS Navigation quantity
	Critical Tax Planning Issues - Looking Ahead to Uncertain Times Steven G. Siegel, JD, LLM Webcast - 1 Credits - Taxes This course was filmed live at the 2023 New Money Summit. Join us as we address the important and hot topics for tax and estate planning in 2024. Critical Tax Planning Issues - Looking Ahead to Uncertain Times covers the latest tax proposals and planning opportunities. Will there be any new tax laws enacted in 2024? The sunset of the 2017 Tax Cuts and Jobs Act is getting closer – what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? Have the SECURE Acts lead to tax planning changes? We will discuss concerns and reco... Original price was: $49.00.Current price is: $30.60.	Critical Tax Planning Issues - Looking Ahead to Uncertain Times quantity
	TaxBusters! Lily Tran, EA, CTC, Fred Stein, CPA, EA, Jessica L. Smith, EA, Jamie O’Kane, CPA, CTC Webcast - 1 Credits - Taxes This course was recorded live at the 2023 New Money Summit. From common misconceptions about deductions to debunking false claims about tax loopholes, this taxation CPE webinar course will unravel the truth behind the viral tax rumors. Original price was: $49.00.Current price is: $30.60.	TaxBusters! quantity
	New Firm Playbook Logan Graf, CPA Webcast - 1 Credits - Business Management & Organization The New Firm Playbook was filmed live at the 2023 New Money Summit. Get an inside look on how Logan Graf, CPA—host of the popular @TaxTeleGraf Youtube channel—manages his new client intake process by utilizing automation so you can add more productivity to your day. Get the why and the how you should protect your time while still getting clients that align with your own business goals and expertise. Original price was: $49.00.Current price is: $34.00.	New Firm Playbook quantity
	Fireside Chat with Jason Staats: Building Community Online Jason Staats, CPA Webcast - 1 Credits - Business Management & Organization This course was recorded live at the 2023 New Money Summit. Jason Staats will be discussing his success in business, the power of social media, and finding new opportunities alongside accounting. We'll explore his previous life as an accounting firm owner, the power he has found in online communities, and the business of influence in small accounting firms. Original price was: $49.00.Current price is: $34.00.	Fireside Chat with Jason Staats: Building Community Online quantity