Education for our Clients
At JAK we are committed to educating our clients and providing resources for learning. One way we do this is by offering various educational opportunities throughout the year.
Get perspective from seasoned CPAs.
Sometimes a tax law development may require you to significantly change the way you do business. To help you understand how your business may be impacted, we can present a private educational seminar for you and your staff. For more information or to schedule a seminar, call our office at 651-641-1099.
2020 JAK Webinar Schedule
As individual and business consultants, we have a network of professionals and advisers, both internal and external, to provide education in several areas. Due to COVID-19 we will be hosting our Lunch-n-Learn Seminar’s virtually for the foreseeable future. You must register for each webinar in advance in order to receive the webinar link. Please call 651-641-1099 with any questions.
Topics
Presented by Cindy McLagan, EA, MIM
Tuesday October 27, 2020
Estate planning can be overwhelming. If you are not sure how to choose a representative of your estate (or even what that means) this seminar is for you.
Topics Include:
- What is a personal representative and what is their role
- What to look for when choosing a personal representative and why is it important
- Potential issues to be aware of
REGISTER HERE
Moderated by Todd Koch, CPA, MBT, CFP
Presented by Ethan Cummings, CPA, Kyle Sturgeon, CPA & Joann Wolfenberg, CPA
Thursday, November 5
12:00pm – 1:00pm
Topics include:
- Payroll and FTEs
- Rent, Utilities, & Mortgage Interest
- Short Form
REGISTER HERE
Presented by Kyla Hansen, CPA, CVA
Tuesday November 17, 2020
Selling a business is complicated. This seminar is designed to give you the tools and knowledge to make sure your next business sale brings you success not stress.
REGISTER HERE
Presented by Todd Koch, CPA, MBT, CFP
WEDNESDAY, December 2, 2020
More information coming soon.
REGISTER HERE
2020 JAK QuickBooks Tutorials (coming soon)
View Past Webinars
4 Simple Tips for Managing Cash Flow in Turbulent Times
By Jason Loven, CPA, CCIFP® Managing cash flow is never a piece of cake. Now, in the midst of a global pandemic, it’s become even more challenging for businesses within nearly every industry. For m...
Consider Gifting from Your Estate During Your Lifetime
By Cheryl Ellefson, CPA, MBT, CFP® It’s a universally accepted truth: Giving brings joy to both the giver and the recipient. So, when it comes to gifting your estate to family members, why wait unt...
3 Things Every Business Owner Should Know About ESOPs
By Logan Kalis, CPA When it’s time to transition your business, you have several options to consider. One that’s becoming more and more popular, especially for business owners who would lik...
CARES Act Update: Will You Adopt These 401(k) Changes into Your Plan?
By Andy Knutson, CPA One of the many relief measures of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was to loosen the rules surrounding 401(k) loans, withdrawals, and required m...
The Secret to Enhancing Profitability for Future Projects
By Ethan Cummings, CPA Even the most well-planned project can become chaotic. When this happens, it can feel like you’re getting pulled in a thousand different directions. One minute you’re answer...
Could Transitioning to an ESOP Jeopardize Your Company’s Status as a Disadvantaged Business Enterprise (DBE) or Other Preferred-Status Certifications?
By Amy Crouzer, CPA Preferred-status certifications, such as a minority-owned or women-owned business designations, are designed to increase economic opportunities for historically disadvantaged group...