Obtain a comprehensive understanding of how to turn the Health Care Tax Credit into a billable engagement
Identify a resource for software that can calculate and populate the form 8941
Describe what marketing materials can be used to "sell" the engagement (with suggested fee method and amount)
Review the deliverables to/ from your client
Donna, Arouca
"This was an excellent overview of the small business health insurance tax credit. I valued the concept of decoupling certain tax credit preparations from the main tax engagement to create a separate engagements, especially where thes computations can be done during the less busy periods after year end but before the height of the tax season."Mary Lou, NJ
"The seminar was informative. It was enlightening to see how the calculation of this and possibly other credits, can open a revenue stream and show our clients that the calculation of various credits can be quite time consuming, but ultimately very valuable and a great tax savings for them."Milo, NV
"The timing of this course is extraordinary with the election for president the the possibility the health care law might be repealed early next year. However, it does give us the additional explanation of why we did not advise our clients until now about the health care credit."Crystal, AL
"This was a great eye opener for service lines of business in a present and emerging topic in the US. I hope they do something longer to go through the calculation of this credit in a future CPE. I would be very interested in taking that course."Stewart, SC
"Frankly I had never heard of this credit and there does seem to be an opportunity here. I have not visited the web site yet, but intend to. My initial reaction to the program is that the price is quite reasonable"Maria, CA
"The webinar was very good. I was not able to go online to see the presentation. I called in to listen to the webinar. I'm not sure where to get the polling questions? How does the CPE credit work in this case?"William, ME
"I found the course on the Health Care Tax Credit very informative, I now have a more complete picture of the value of the credit, how to figure it as well as a marketing stradegy to present to my clients."Eric, CA
"I enjoyed the course. I am always looking for ways to improve the deliverables, and this course appears to be an opportunity to do just that."
Kellogg & Andelson
President and Chief Executive Officer
cpayne@k-a.com
(818) 971-5100
Christian Payne has a background in investment banking and worked for Citibank, Arnhold & S. Bleichroeder, Inc. and Cruttenden Roth, where he completed mergers and acquisitions, and public and private debt and equity offerings. He also served as Vice President and CFO of ACLN Ltd, an international logistics company. In 2000, Christian co-founded Catalyst Business Systems, a provider of technology, strategic advisory and outsourcing services. Catalyst merged with Kellogg & Andelson, and in April 2003 he became President and CEO of K&A. Christian has a Bachelor of Science degree in Economics from the University of Michigan, with a minor in French and German.
Kellogg & Andelson
COO, CPA
cmccann@k-a.com
8189715100
Charles (Chuck) McCann has more than 30 years of experience providing tax, accounting, auditing and consulting for small and medium-sized closely held companies, and tax and financial planning for individuals. He is experienced in mergers and acquisitions and valuation services. As COO for K&A, Chuck is responsible for national operations and the Midwest offices. He is active within the tax department and consulting divisions, and provides business valuations for clients. Before joining K&A, Chuck was president of the McCann Business Group, where he provided accounting, tax and advisory services to medium size businesses. Before that he was a partner at Mayer Hoffman McCann Certified Public Accountants. Chuck is author of the book “Harvard Should Give MBAs to Paperboys,” he is published in the Journal of Accountancy, and he frequently speaks at CPA functions around the country. He holds an MBA with an emphasis in Accounting from Wichita State University, and a Bachelor’s Degree from Pittsburg State University.