Total Credits: 8 including 2 Auditing- Technical, 2 Finance - Technical, 1 Information Technology - Technical, 1 Regulatory Ethics - Technical, 2 Taxes - Technical
Let’s get down to business… and the issues CPAs face in industry. As the most engaged advisor in a company’s financial health, how do you handle the factors not quantified on a P&L or real-world exchanges that don’t follow IRS definitions to a tee?
Beyond P&L: The Elements Driving the Value of Your Business
Financial statements are among the most scrutinized set of documents present in the sale of a business. While the CPA is the most directly engaged advisor in a company’s financial health, factors such as personal goodwill, scalability and recurring revenue, to name a few, are not quantified by financial statements. Understanding the importance of these factors and how to leverage them toward developing your business strategy can make all the difference in building organizational value.
Jason D. Tuzinkewich, MBA, M&MI, CM&AP, CBI – CEO, Blue Sky Business Resources, Sandy, UT
1031 Tax Deferral for Investment Real Estate: Rules, Options and Best Practices
1031 Exchanges for Investments Real Estate has been savings taxpayers millions in taxes since 1921. Proper planning, implementation and reporting is worth the time. In this session we review the rules, discuss replacement options for sellers, explore the different levels of taxes being deferred, and how it all fits in with estate planning. Finally, we walk through a live tax return demonstrating the various reporting obligations and the ease at which these money saving transactions can be used. A must attend for anyone with clients holding investment or business real estate.
Mark Kosanke, CPA – Registered Securities Principal & President, Concorde 1031, Concorde Financial Group, Troy
CFOs New Role in the Age of Digital Transformation
Today’s digital transformation is not only changing the business landscape as we know it, but also the dynamics of competition. According to McKinsey & Co., companies adhering to new digital rules are creating 5-times more revenue with 8-times more operational profit during the same period. The executive leaders charged with managing IT in their organizations are directly accountable for making this transformation happen. Learn more about this shift and how leading-edge IT management services are impacting organizations that are ready to become digital leaders.
David W. Townsend – President & COO, Awecomm Technologies LLC, Troy
Brent Yax – CEO, Awecomm Technologies LLC, Troy
I Spy with My Little Eye ... an Illegality
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR).
Albert D. Spalding, Jr. – Associate Professor, Mike Illitch School of Business Administration, Wayne State University, Detroit
Examining Internal Control Systems: Where Judgement Meets Procedure
Accountability is more important than ever in today’s fast-paced, technology-driven business world. Establishing an effective internal controls system can be the difference between success and failure, but it’s more than just policy and procedure. Five essential components to help you measure the effectiveness of the internal controls within your business, regardless of size.
Mary M. Kreider, CPA, CPPM – Senior Manager, Yeo & Yeo, Saginaw
The Red Flags of Financial Statement Fraud
Ten percent of white-collar crime incidents are financial statement fraud. While corruption and asset misappropriation account for a much larger share, their repercussions are far less impactful. Learn how to detect financial statement fraud and protect your investments by examining it’s five basic types and their red flags.
Sarah L. Jennings, CPA, CFE – Shareholder, Maner Costerisan, P.C., Lansing
|Important Course Information_Read First (487.5 KB)||Available after Purchase|
|Agenda (262.2 KB)||Available after Purchase|
|2GN__1031 Tax Deferral for Investment Real Estate Rules, Options and Best Practices_Mark Kosanke_Handout_March 24, 2020 (4.3 MB)||Available after Purchase|
Jason has 20 years of professional experience in business operations and development. Having spent his entire career as an entrepreneur and business transformation consultant, he is well positioned to guide other business owners through their M&A options while coordinating all efforts to help ensure a successful outcome for each and every one of his clients.
As the Chief Operating Officer Jason focused on continuously improving processes, ensuring quality and consistency within the advisory team, and supporting our national growth strategy.
Jason serves as strategic leadership and governance within the Mid-Market Alliance and the Alliance of M&A Advisors. He was the first in the state of Wisconsin to receive his CM&AP.
AND HE COOKS TOO!
Jason literally works 24/7 because he is that passionate about his job. However, when he actually does take a break he is usually found in the kitchen. Jason is a trained Chef thru Le Cordon Bleu College of Culinary Arts. He is always concocting some delicious culinary delight.
Jason also recently wrote a book!
Creating the best outcome for a client is what Jason strives for every day. You can’t ask for more personal service than what you receive from Jason.
Mark's areas of Expertise includes Investment Portfolio Design and Performance, 1031 Real Estate Exchanges, Tax Planning and Strategies, Due Diligence Review and Research on Investment Programs.
He is a graduate of De La Salle Collegiate High School, and holds a BS Accounting/Finance from University of Detroit.
Mark's affiliated services include former National President of the ADISA, the Alternative Direct Investment Securities Association. He also served the ADISA Board Member for Over 12 Years and is a member of the Michigan Association of Certified Public Accountants / American Institute of Certified Public Accountants.
Mark grew up in Detroit, and enjoys fishing, boating, and coaching high school sports.
David is a Business and technology leader who drives innovative change, and has an exceptional talent for connecting people, process, and technology to meet the demands of the business. Above all else he is committed to the success of the team, helping Awecomm optimize performance and deliver exceptional results.
Brent is the master architect behind the whole of Awecomm Technologies. He rarely sleeps and is always working harder to stay on the cutting edge of how technologies and businesses can interoperate most successfully, constantly pushing for new horizons.
Albert “Bert” is an attorney-CPA and holds the Certified in Financial Forensics (CFF) designation from the AICPA.
Professor Spalding serves on the faculty of the Department of Accounting at the Wayne State University Mike Ilitch School of Business…where he teaches business law, tax, forensic and fiduciary accounting -- as well as professional ethics -- in the MS in Accounting and MBA programs.
Bert Spalding has also served on the legal staff of the IRS National Office in Washington, D.C. where he drafted letter rulings, technical advice memoranda, revenue rulings and other pronouncements.
Dr. Spalding holds graduate degrees in accounting, law, psychology, philosophy and theology, and has authored several books and many journal articles on accounting, tax, legal and ethics-related topics. His popular SpaldingCPE seminars, webcasts and self-study courses on ethics and accounting topics are widely received around the State of Michigan as well as nationally.
Mary Kreider is a Senior Manager in the Saginaw office. She is a member of the firm’s Consulting Service Line, the Nonprofit Services Group and the Healthcare Services Group. She joined Yeo & Yeo in 2005.
Mary’s areas of expertise include Business consulting for management, financial reporting and tax planning and preparation with an emphasis in nonprofit, healthcare and professional services sectors, Preparation of exemption applications and nonprofit information returns for nonprofit organizations, Review and compilation services for nonprofit and for-profit businesses, Accounting software consulting services, and Internal control studies.
She is a Certified Public Accountant (CPA) and Certified Physician Practice Manager (CPPM). She holds a Bachelor of Professional Accountancy from Saginaw Valley State University.
Mary is a member of the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and the Saginaw County Chamber of Commerce.
She is a frequent speaker for the Michigan Association of CPAs, and presented at Yeo & Yeo programs. Mary has published numerous articles on nonprofit tax and organization.
She currently serves as Board Treasurer for Child Abuse & Neglect Council Great Lakes Bay Region and is a current member of the Rotary Club of Saginaw Sunrise.
Sarah currently serves as a principal in the firm’s Accounting and Outsourced Solutions department, leads Maner Costerisan’s fraud and forensics practice and the director of Maner Costerisan’s nonprofit committee. Sarah oversees outsourced solutions engagements providing guidance and advisory services to client leadership and teams on financial analysis, projections and workflow. She has particular specialization performing fraud risk assessments and internal control process improvements for organizations across various industries. Sarah maintains a strong desire to help her clients augment their internal controls and fraud prevention systems, while minimizing their costs in the process. Sarah also performs examinations for various organizations to determine and document the extent of loss due to fraud.
Beyond her client responsibilities at Maner Costerisan, Sarah regularly shares her expertise with colleagues and peers by speaking on industry related topics including fraud (risk areas and prevention), financial oversight, board governance and ethics.
Sarah volunteers her time with various charitable organizations primarily focused on leadership and entrepreneurism.
Sarah resides in Laingsburg, Michigan with her husband, Russ, and their son, Kannon. In her free time, she enjoys gardening, cooking, and playing golf.
Please wait ...