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Live Webcast Replay

Easing the Stress of Settling an Estate

Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Partner Produced |  Practice Management
Linda S. Geary, CPA, CESP |  Terri L. North
Course Levels:
1 Hour
Access for 30 day(s) after program date.



This program is dedicated to helping small firm practitioners become Future Ready, something that our daily schedules don’t always allow time for. We connect you with the topics facing today’s small firm practitioners as we all work to become future ready.


Day One:

Top Issues & Beyond

As a practitioner, you’re intimately aware of the top issues affecting you, and your peers, within Michigan and across the nation. These topics have been discussed in the Small Firm Connections Feedback Forum and the Michigan MAP Survey but what about the rising priority issues? Carl Peterson analyzes what is coming next.

Carl Peterson, CPA, CGMA – VP - Small Firm Interests – Public Accounting, AICPA, Durham, NC


The Additive: Economic Nexus

Don’t be misled: economic nexus does not replace physical nexus- it’s additive. Defining economic nexus tax rules is difficult, since many states differ considerably in how they report sales’ thresholds, what constitutes taxable sales, and what determines physical presence.

As a practitioner with multi-state clients, evaluate taxable and non-taxable liabilities and determine if economic nexus thresholds are in jeopardy.

Shawn Flattery, CPA – Aranowski & Company, South Bend, IN


Going International: The Sole(ly) Practitioner Tax Story

Settle in as we tell a global tale of the sole practitioner, the growing needs of clients, and changes in tax that may take our heroes unaware. If you’re not up-to-speed on the new international tax provisions under tax reform or other recent changes affecting multinational taxpayers, this will fill in the blank pages and help you identify and avoid possible unfavorable tax consequences.

Alexander M. August, CPA – Principal – Tax, Rehmann, Troy

Sejla Kulaglic, CPA, MST – Tax Manager, Rehmann, Farmington Hills


Longevity (Retirement) Planning – Altering, Adjusting, Adapting

Many CPAs (and their clients) have the same lucky problem; they’re living longer. This requires a reassessment of the traditional retirement planning model as everyone asks when to retire and how do finances, health care costs, living arrangements, new technologies

and succession need to be considered in a longevity plan? Reach yours or a client’s goal, bring your questions and rethink the long road.

Leon LaBrecque, CPA, JD, CFP®, CFA – Chief Growth Officer, Sequoia Financial

Group, Troy


Easing the Stress of Settling an Estate

Finding relief for those who have just lost a loved one is an integral part of the CPA’s role as a trusted advisor. Review the considerations of settling an estate including insurance and finance issues. Then, clarify the boundaries so you know when to involve or refer to an attorney.

Linda S. Geary, CPA, CESP – Partner, The Geary Group PC, New Baltimore

Terri L. North - Legal Strategies, P.C., Shelby Charter Township


Revenue Recognition: Time for Small Business Implementation!

Implementation of the new revenue recognition standard (ASU 2014-09 aka ASC 606) is in the final stage. Hear updates, successes, and concerns on how businesses with revenue

arising from contracts with customers are applying the new requirements. Determine if your private company (or client) is on track to meet the adoption deadline.

Michael R. Whiting, CPA – Senior Manager, BDO USA LLP, Wixom


Preparation, Compilation & Review 2019 Issues

It’s time for comp & review updates especially since SSARS changes are happening in 2019. What are the adjustments involved when performing analytical procedures in review engagements? Highlights of some peer review issues are presented with tips of how to watch out for them.

Jeffrey A. Hartzel, CPA – Retired Audit Partner, Morris, Kalish + Walgren, PC, Southfield


Day Two:

Help! I Just Found Out My Client Hasn’t Paid Their Payroll Taxes. Now What?

Deep breath. Learn about the IRS field collection agent’s role and responsibilities in the

collection process and, most helpful for your client, the tools and remedies at the disposal of the revenue officer for dealing with noncompliant taxpayers. We review of the Trust Fund Recovery Penalty, special IRS Collection rules so you can come away with solutions.

Venar R. Ayar, Esq. – Principal Attorney, Master of Laws-Taxation, Ayar Law, Farmington


Rising to the Challenge: Preparing for Transition

Increasingly rapid change is transforming your world, significantly impacting the way you do business and evolving client needs. Hear how the MICPA is employing innovation and developing resources to guarantee you and your firm are future-ready.

Peggy Dzierzawski, CAE – President and CEO, Michigan Association of CPAs, Troy


Resolving the Tax and Health Insurance Conundrum for Small Business

Help your small business and sole proprietor clients determine which Health Reimbursement Arrangement (HRA) is optimal for their situation based on their business entity type, number of employees, and who is to be reimbursed. The benefits of two popular plans: One-Person Sec. 105 HRA and Quality Small Employer Health Reimbursement Arrangement (QSEHRA) are discussed. Uncover plan characteristics, plan strategies and tax consequences.

Liam K. Healy, JD, LLM (Taxation) – Of Counsel, Kerr Russell & Weber, PLC, Detroit

David Holmes – Account Executive, Altrius Benefit Consulting, Bingham Farms


Navigating the Ethical Issues Facing Small Practitioners

The daily, practical ethics of running a practice may seem like second nature or an intricate agility course. If you’re presented with a subpoena for client records what action do you take, and what about the complex conflicts of interest that walk into your office? Case studies and examples help navigate the practitioner forward.

Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe, PC, Troy


Tech Essentials for Practitioners and Their Clients

Staying on the technology update wheel can be overwhelming but to maintain an edge in attracting new clients, ensuring you remain secure in your practices and, best of all, to

make your life easier it is necessary. Let’s talk about the technologies that small firms and their clients are using, how to implement and how to handle pushback from a client that may not be the most tech-savvy.

John H. Higgins, CPA.CITP – Strategic Technology Advisor, CPA Crossings, LLC, Rochester


The 2019 Federal Tax Scene

For anyone working in or following tax, it’s already been a busy season and year. In January, the IRS issued final regulations of the new qualified business deduction (Sec. 199A) of the Tax Cuts and Jobs Act and three related pieces of guidance. Discuss the

final regulations, any proposed changes and legislation along with a filing season debrief.

Douglas J. Van Der Aa, JD – Self Employed, Byron Center


Without Immunity: Cyber Risk Awareness is Vital

According to research, small and midsize companies fall prey to the majority of cyberattacks and more than half of these attacks result in financial damages. Determine how to protect your clients’ data, understand your professional obligations, and learn about the risk management steps critical to combat security breaches. We unpack practical solutions from assessing current risk management and ways to protect sensitive client information to following up in case of a breach.

Gregory H. Soule, CPA, CISA, CISSP, CFE – Partner, AHP, Auburn Hills


Fraud’s Changing Profile & Impacts for Small Business

Are your small business clients susceptible to fraud? According to ACFE examiners, organizations with fewer than 100 employees were less likely to have formal controls against

fraud and were less likely to uncover fraud through an internal audit. Our discussion team provides fraud control methods and offers tips of how to protect your organizations from being exploited by setting the tone at the top.

James P. Martin, CMA, CIA, CFE – Managing Director, Cendrowski Corporate Advisors LLC, Bloomfield Hills


**Please Note:  If you need credit reported to the IRS for this IRS approved program (6 IRS CE credits only), please download the IRS CE request form on the Course Materials Tab and submit to​

Basic Course Information

Learning Objectives
  • Participants walk away with the latest technical and regulatory updates to help their practice become Future Ready

Major Subjects
  • See Description

Course Materials


Thu, Apr 29, 2021 - 10:00am to 10:58am EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Sole and Small Firm Practitioners as well as small business owners
Yellow Book No
Course Developer MICPA
Original Recording Date 08/14-15/2019
Date Added to Catalog 09/13/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 367


Patsy A

"This was a good topic. Excellent presenter. "

Virginia Z

"Great presentation. Jim is an excellent presenter!!"

Patsy A

"It was an EXCELLENT course!! Very knowledgeable his real life examples were great and so true!! "

Jeanne W

"Very helpful information. "

Nancy G

"Very timely and important topic!"

Virginia Z

"Great course...very informative and very interesting!"

Kathryn P - Newaygo, Michigan

"Good session. Lots of good tips."

Jeanne W

"Speaker was organized and presentation was very well laid out. "

Alison P

"Best speaker on this series so far."

Alison H

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