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.
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.
- 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
2020 JAK QuickBooks Tutorials (coming soon)
View Past Webinars
PPP Update: OK...Now Can I Apply For Forgiveness?
Microsoft Teams: Improving Client Communication & Colleague Collaboration
CARES Act & Impact on RMD Planning 8-11-2020
PPP Loan: When Will I Be Forgiven 8-4-2020
PPP Loan: Forgiveness After Flexibility 6-25-2020
PPP Loan: Maximize Your Forgiveness 5-27-2020
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...
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...
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...
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...
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...