Course curriculum

  • 01

    Welcome & Instructions

    • Welcome & Instructions

  • 02

    April 2024 Mentor Support Sessions

    • 4/5/2024 - O - Organizational costs

    • Session 4-12-2024 - Pricing Last Minute Sch Cs Part 1

  • 03

    March 2024 Mentor Support Sessions

    • Session 3-1-2024_L - LLCs - different ways they can be taxed

    • Session 3/8/2024 - M - Meals _ Entertainment expenses

    • Session 3/22/2024 N - Nanny Tax

  • 04

    February 2024 Mentor Support Sessions

    • Sesssion 2/9/2024 - I is for Interest Income - how it is reported on entity returns

    • Session 2/16/2024 - J - Joint ventures

    • Session 2/23/2024 - K - Kiddie Tax

  • 05

    January 2024 Mentor Support Sessions

    • Session 1/12/2024 - H is for Health insurance - how is it handled on the various return types

    • Session 1/19/2024 - Step-by-Step S Corp Tax Prep Process - Part 1

    • Session 2/2/2024 - Step-by-Step S Corp Tax Prep Process - Part 6

  • 06

    December 2023 Mentor support Sessions

    • Session 12/1/2023 - E is for Effective Tax Rate - what does that even mean?

    • Session 12/8/2023 - F is for Farms - hello Schedule F!

    • Session 12/15/2023 - G is for Ghost Preparers - what are your Circular 230 obligations?

  • 07

    November 2023 Mentor Support Sessions

    • Session 11/3/2023 - B is for Bonus - bonus depreciation; payroll bonuses (are they really taxed differently?!)

    • Session 11/10/2023 - C is for Charitable contributions - how are the handled on the various return types

    • Session 11/17/2023 - D is for Distributions / Draws / Dividends - how they are handled on the various return types

  • 08

    October 2023 Mentor Support Sessions

    • Session 10/6/2023 - Intro to non-profit taxes - types of returns (990-N, 990-EZ, 990)

    • Session 10/13/2023 - Flipping houses - how is this different than accounting for rental properties

    • Session 10/20/2023 - Digging Deeper Flipping houses

    • Session 10/27/2023 - A is for Audits - the differences between accounting audits and tax audits

  • 09

    September 2023 Mentor Support Sessions

    • Session 9/7/2023 - Tax Jeopardy - A prize will be awarded!

  • 10

    August 2023 Mentor Support Sessions

    • Session 8/4/2023 - Q&A with Andrea MacDonald

    • Session 8/17/2023 - Easy to implement tax strategies - part 1

    • Session 8/24/2023 - Easy to implement tax strategies - part 2

  • 11

    July 2023 Mentor Support Sessions

    • Session 7/6/2023 - Schedule K-1 (1120S)

    • Session 7/20/2023 - Schedule K-1 (1065)

  • 12

    June 2023 Mentor Support Sessions

    • 6/1/2023 - Schedule C vs S corp - when to elect

    • Session 6/22/2023 - Mid-term rentals

    • Session 6/29/2023 - S corp - Reasonable Comp and retirement plans (SEP IRAs, Simple IRAs, Solo 401Ks, etc.)

  • 13

    May 2023 Mentor Support Sessions

    • Session 5/11/2023 - Q&A and Discussion with Andrea MacDonald

    • Session 5/18/2023 - Q&A and Discussion with Andrea MacDonald

    • Session 5/25/2023 - Short Term Rentals Part 2

  • 14

    April 2023 Mentor Support Sessions

    • Session 4/6/2023 - Open Q&A and Discussion with Andrea MacDonald

    • Session 4/20/2023 - Open Q&A and Discussion with Andrea MacDonald

  • 15

    March 2023 Mentor Support Sessions

    • Session 3/2/2023 - How to handle Corp and partnership returns, distributions, inheritance, finding out the entity is not what the client thought

    • Session 3/9/2023 - Best practices for integrating technology into your tax and accounting practice

    • Session 3/17/2023 - Open Q&A and Choosing the right software and tools for your tax business

    • Session 3/23/2023 - Open Q&A and Choosing the right software and tools for your business

    • Session 3/30/2023 - Strategies for minimizing tax liabilities

  • 16

    February 2023 Mentor Support Sessions

    • Andrea's Answers 2/2/2023 - Q&A and Discussion with Andrea MacDonald

    • Session 2/16/2023 - Q&A and Discussion with Andrea's MacDonald

    • Session 2/23/2023 - Q&A and Discussion with Andrea MacDonald

  • 17

    January 2023 Mentor Support Sessions

    • Q&A - Main Topic Covered Accounting Software

    • Q&A and Discussion with Andrea MacDonald

    • Session 1/26/2023 - Q&A and Discussion with Andrea MacDonald

  • 18

    December 2022 Mentor Support Sessions

    • Session 12/01/2022 - Open Q&A

    • Andrea's Answers 12-15-2022

    • Session 12/29/2022 - Open Q&A

  • 19

    November 2022 Mentor Support Sessions

    • Session 11/03/2022 - Open Q&A

    • Andrea's Answers 11-10-2022

    • Session 11/17/2022 - Open Q&A

  • 20

    October 2022 Mentor Support Sessions

    • Session 10/6/2022 - Open Q&A

    • Session 10/20/2022 - Open Q&A

    • Session 10/27/2022 - Open Q&A

  • 21

    September 2022 Mentor Support Sessions

    • Session 9/1/2022 - Open Q&A

    • Session 9/8/2022 - Open Topic

    • Session 9/22/2022 - Open Q&A

    • Session 9/29/2022 - Open Q&A

  • 22

    August 2022 Mentor Support Sessions

    • Session 08/18/2022 - Key Performance Indicators - KPI's

    • Session 8/11/2022 - Open Q&A

    • Session 8/4/2022 - Open Q&A

  • 23

    July 2022 Mentor Support Sessions

    • Session 7/7/2022 - 5 favorite technology tools for providing better accounting services, faster

    • Session 7/14/2022 - Open topic

    • Session 7/21/2022 - Open Q&A

    • Session 7/28/2022 - Open Q&A

  • 24

    June 2022 Mentor Support Sessions

    • Session 6/02/2022 - How to work with accounting clients who have inventory, such as Amazon Sellers and Etsy Sellers

    • Session 6/16/2022 - How to conduct a “Discovery Call” (sales call) with a potential new business client and get a “yes”

    • Session 6/23/2022 - what it means to “audit” financial statements as a CPA, for purposes of providing audited financials to a lender such as SBA

    • Session 6/30/2022 - 5 things she learned in CPA and/or MBA school that she actually uses in the real life business world

  • 25

    May 2022 Mentor Support Sessions

    • Session 5/26/2022 - Is payroll a good and profitable service to provide? what are the main advantages and disadvantages, and pricing?

    • Session 5/19/2022 - QuickBooks versus other small biz accounting software options and how to choose which platform(s) you’ll support

    • Andrea's Answers 05-12-2022

    • Andrea's Answers 05-05-2022

  • 26

    Previous Session Recordings

    • Andrea's Answers 04-28-2022

    • Andrea's Answers 04-21-2022

    • Andrea's Answers 04-14-2022

    • Andrea's Answers 04-07-2022

    • Andrea's Answers 03-31-2022

    • Andrea's Answers 03-24-2022

    • Andrea's Answers 03-17-2022

    • Andrea's Answers 03-10-2022

    • Andrea's Answers 03/03/2022

    • Andrea's Answers - 02/24/2022

    • 02/17/2022 - Andrea's Answers Recording

    • 02/10/2022 - Andrea's Answers Recording

    • 02/03/2022 Andrea's Answers Recording

    • 01/20/2022 - Andrea's Answers Recording

    • 12/16/2021 - Andrea's Answers Recording

    • 11/18/2021 - Andrea's Answers Recording

    • 10/21/2021 - Andrea's Answers Recording

    • 09/17/2021 - Andrea's Answers Recording

    • 08/19/2021 - Andrea's Answers Recording

    • 07/22/2021 - Andrea's Answers Recording

    • 06/17/2021 - Andrea's Answers Recording

    • 05/20/2021 - Andrea's Answers Recording

    • 04/15/2021 - Andrea's Answers Recording

    • 03/18/2021 - Andrea's Answers Recording

    • 02/18/2021 - Andrea's Answers Recording

Instructor(s)

Instructor Bio:

Andrea MacDonald is the Founder and Managing Member at Pro Tax & Accounting, LLC in Chesapeake, Virginia. She has 20+ years worth of experience in accounting and is a Certified Public Accountant (CPA). Andrea holds degrees of Bachelor of Science in Business, Master of Science in Accounting, and Master of Business Administration. Andrea enjoys sharing her hard-earned knowledge with her fellow bookkeepers and tax professionals. If you'd like to schedule a time to speak with Andrea about the assistance and support she provides to bookkeepers and tax professionals, you can schedule a time here: https://amacdonaldschedule.as.me/cpaoncallzoom

Andrea MacDonald

CPA, MBA