Week 2 - Recognize the six components of entrepreneurial operating systems an understand how some organizations utilize the components to drive better performance.
Week 3 - Apply new rules and regulations of the CARES Act, the business loss deduction rules and reporting on Form 1139 and 1045 and discuss planning and potential pitfalls.
Week 4 - Recognize the importance of business ethics, explore the concept of “defining moments” – when there is more than one right ethical choice, identify root causes of unethical behavior and recall the eight steps to create an ethical organization
Week 1: Navigating the New Interest Expense Limitation
CPE: 2
Field of Study: Taxes
Discussion Leader: Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education
Date: 10/01/2021
Description: Are you large enough to have your interest expense limited? This session will discuss how the new 30% / 50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. Reporting on Form 8990 will be reviewed, as well as the 2022 problem.
Week 2: Driving Performance with EOS
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Date: 10/08/2021
Description: Periodically a management consulting firm will package existing best practices in a new, organized way that grabs the business world's attention. The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way. This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance.
Week 3: COVID-19 Losses - Going Backwards and Forwards
CPE: 2
Field of Study: Taxes
Discussion Leader: Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education
Date: 10/15/21
Description: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses, address the new 5-year carryback, and discuss amended return and "quickie refunds."
Week 4: Ethics in the Real World Living Values for Today
CPE: 2
Field of Study: Behavioral Ethics
Discussion Leader: Richard A. Karwic, MBA
Date: 10/22/2021
Description: Business ethics is not something “nice to do” but can mean the difference between success, failure and survival in today’s competitive environment. Being trustworthy, having consistent business principles and an outstanding reputation may provide an organization’s only long-term competitive advantage. This webinar outlines eight steps to create an ethical business environment including specific ways for financial professionals to make better ethical decisions.
PICPA Member: $229
Nonmember: $329
Course No. BUCF1021
Level: Intermediate
Prerequisites: General knowledge of CFO role
Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.