Session 6-6-2025 - Depreciation books vs tax; Bonus; Sec 179 (including the effect for the various entity types); safe harbors and Q&A

Session 6-13-2025 - Open Q&A

Session 6-20-2025 - Open Q&A

Session 6-27-2025 - Open Q&A

Session 5-2-2025 - How to read the P&L and balance sheet; how those two reports relate to each other; how to explain to clients what they mean

Session 5-9-2025 - How to improve cash flow - ideas for your business and for your clients' businesses.

Session 5-16-2025 - Understanding direct & indirect expenses and whether or not any of them are COGS on the tax return

Session 5-23-2025 - Ideas for improving tax season workflows and Q&A

Session 5-30-2025 - Open Q&A

Session 4-3-2025 Open Q&A

Session 4-10-2025 - Open Q&A

Session 4-23-2025 - Open Q&A

Session 3-13-2025 - Open Q&A

Session 3-6-2025 - Open Q&A

Session 3-20-2025 - Open Q&A

Session 3-27-2025 - Open Q&A

Session 2-6-2025 - Open Q&A

Session 2-13-2025 - Open Q&A

Session 2-20-2025 - Open Q&A

Session 2-27-2025 - Open Q&A

Session 1-7-2025 - Balance sheet training 2 - the tax side (Sched L)

Session 1-23-2025 - 1120S Sched L And Q&A

Session 1-30-2025 - Sched L Part 2 Guest presenter Jeremy Wells, EA, CPA.

Session 12-3-2024 - S corp basis (how to calculate, how to reconstruct) - guest speaker Jeremy Wells, EA, CPA

Session 12-10-2024 - Balance sheet training 1 - the book side

Session 11-5-2024 - Open Q&A With Andrea

Session 11-12-2024 - Open Q&A

Session 11-19-2024 - Open Q&A With Andrea

Session 10-1-2024 - Open Q&A

Session 10-8-2024 - Open Q&A Oct 15 Around The Corner

Session 10-22-2024 - Open Q&A

Session 9-6-2024 - Sch E How To Acquire Real Estate Investor Clients- Part 12

Session 9-17-2024 - W Is For Work Opportunity Tax Credit

Session 8-2-2024 - Sch E The (Extensive) Role Of LLC's In Real Estate Investing - Part 5

Session 8-9-2024 - Sceh E Fix & Flip Clients (Schedule E Reporting Vs. Schedule C Reporting, Etc.) Part 6

Session 8-23-2024 - Sch E Cost Segregation Studies Part 9

Session 8-30-2024 - Sch E Short-Term Rental Strategies (Airbnb, Vrbo, Etc.) - Part 11

Session 7-12-2024 - V is for Volunteer - is our system really a voluntary filing system

Session 7-26-2024 - Sch E: Out-of-State Rental Property Strategies - Part 3

Session 6-14-2024 - S is for Selecting a Business Structure - S corp Analysis Example

Session 6-21-2024 - T is for Tax Fraud - Let's Debunk some TikTok Tax Myths

Session 6-28-2024 - U is for Understanding Self-Employment Tax - examples of 1099 income that is not subject to SE

Session 5-3-2024 - .Schedule C Damage Control Strategies (e.g. If Client Does Get Audited) - Sch C Part 8

Session 5-10-2024 - Part 11 Schedule C: Continuation from Part 10 When and How to Move Clients off of Sch C

Session 5-17-2024 - P - Pass through entities

Session 5-31-2024 - Offshoring For Bookkeeping And Taxes, Guest Speaker Nishon

Session 6-7-2024 - R is for Reasonable Compensation

4/5/2024 - O - Organizational costs

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

Session 4-19-2024 - Advanced Schedule C Depreciation Strategies Sch C Part 3

Session 4-26-2024 - Schedule C QBI Deduction Strategies - Sch C Part 6

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

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

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

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?

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

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

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

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

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

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

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.)

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

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

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

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

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

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

Session 12/01/2022 - Open Q&A

Andrea's Answers 12-15-2022

Session 12/29/2022 - Open Q&A

Session 11/03/2022 - Open Q&A

Andrea's Answers 11-10-2022

Session 11/17/2022 - Open Q&A

Session 10/6/2022 - Open Q&A

Session 10/20/2022 - Open Q&A

Session 10/27/2022 - Open Q&A

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

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

Session 8/11/2022 - Open Q&A

Session 8/4/2022 - Open Q&A

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

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

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

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