CPE PLUS Bundle
Multiple Events Between -
Eligible for 3.00 Credits
Member Price $0.00
Overview
Free CPE credits available only to MassCPAs members. Check back for more information to come!
This bundle contains the following events:
CPE PLUS: Overview of Tax-Exempt Financing
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Virtual
1.00 Credits
The presentation is for CPA firms who have clients that are a nonprofit organization or primarily 501c3. With these higher interest rates, a nonprofit organization can reduce the rate significantly by financing their projects w a tax-exempt Bond. These Bonds are approved by the governor and great way to discount an interest rate by 79%. Couple that with the swap presentation we did at 2024 MAP, a 7% rate can be reduced to 5%, which is a significant interest expense savings over the course of the term (10-15 years on average).
CPE PLUS: Month End with AI: How AI has Forever Changed the Month End Close, Reporting and Forecasting
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Virtual
1.00 Credits
In this session you will learn about how AI is fundamentally changed the month end, close reporting and forecasting process. You will learn about the various AI tools that make this possible as well as what is now the present and modern way to close out the month and provide your clients with the best advisory and financial packages. We will walk through how AI makes all of this possible. The pros and cons of using AI and the changes in month end process. How to use this as an opportunity to raise pricing and increase margins. Also how to use it as an opportunity to upsell incremental packages to your clients.
CPE Plus: Important Updates to SBA Financing
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Virtual
1.00 Credits
• Important updates to SBA 504, SBA 7(a), Express & WCP programs • Financing a business acquisition with/without real estate • Equipment carve out on a business acquisition • Full or partial changes of ownership or partner buyout • Acquisition/expansion within same industry • Importance of NAICS, how it affects SBA cap, how it affects down payment • Seller notes and Claw backs and NO earnouts • SBA rules vs. Bank rules • NEW Working Capital Pilot (WCP) program – up to $5MM asset-based line or transaction-based line to support growing small business. Joe Raycraft from SBA will present on this portion.
Member Price $0.00