Course Description

In today’s tough economic environment, Finance leaders, like CEOs, must also shift their mindset. Every firm and company faces an existential threat, whether it’s excessive cash burn, liquidity crises, or raging competition. Financial Leaders need to know how to take control of capital allocation, scrutinize areas of revenue leakage, and identify pockets of profitability.

Jeff Sailor will show you how Financial Leaders and their teams can think differently to survive and thrive during peacetime and wartime.

Learning Objectives

• Discuss & Identify current economic trends impacting your situation
• Learn to apply strategies during changing landscapes
• Identify when to shift priorities based on profitability or growth goals
• Learn & Discuss methods to create better visibility into financial data
• Apply accountability measures to address financial constraints
• Cite the right skill set financial leaders need

Course Description

Discover how to take your clients and businesses to the next level with Brayn Consulting’s Specialty Tax Incentives Course. This course will equip you with the skills to create effective collaboration and lead teams of professionals, including lawyers, engineers, accountants, and tax support staff. You will learn how to review, document, and substantiate tax incentives specific to your clients, and gain insight into the latest industry best practices for maximizing tax credits and deductions. With Brayn Consulting, you’ll have access to expert knowledge and guidance on the R&D Tax Credit, 174 R&E Expenses & Amortization, 45L Energy Efficient Home Credit, 179D Energy Efficient Commercial Building Deduction, Cost Segregation, Building Science Consulting, Employee Retention Tax Credit, Payroll Tax Credit, Tax Audit Resolution, and the Investment Tax Credit. Elevate your business and start empowering your clients today with Brayn Consulting’s course.

Learning Objectives

• Examine how to leverage tax incentives for renewable and energy-efficient projects
• Recognize which businesses can take advantage broad definition of “qualified research” tied to the R&D tax credit
• Cite ways Building owners can take advantage of the ability to look back and “catch-up” lost depreciation deductions without having to amend a tax return
• Discuss Tax Audit Resolution strategies and comprehensive documentation frameworks
• Understand Section 48 federal tax credit for installing renewable or recoverable property in 2023 & after
• Learn and discuss why the architecture, engineering, construction, manufacturing, software, transportation, and biotechnology industries are earmarked for tax incentives

Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest accounting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to, Credit Losses, Lease Implementation Issue, miscellaneous FASB updates and Compilations and Review issues.. Topics covered in this course include GAAP updates SSARS and accounting theory for useful financial information.

Learning Objectives

• Identify and apply the most pervasive GAAP updates
• Cite the basics of the narrow scope GAAP updates
• Apply the major provisions of the standard for Credit Losses
• Apply the standards for financial instruments
• Apply the standards for preparations, compilations and reviews
• Discuss the aspects of recent fraud cases

Course Description

This course explores the impact of unresolved conflict in workplaces, emphasizing that employees often leave due to poor management rather than company issues. It introduces Conflict-IQ™ as a tool to understand and manage conflict positively within diverse organizational cultures. Drawing on extensive experience, it guides participants through foundational principles and practical applications of Conflict-IQ™, integrating emotional intelligence for effective conflict resolution. By course end, participants gain the skills to cultivate collaborative, inclusive environments, fostering growth and innovation within their organizations.

Learning Objectives

• Analyze the relationship between unresolved conflict and employee turnover, distinguishing between company-related issues and management-related factors.
• Evaluate the role of effective conflict management in fostering a positive workplace culture, emphasizing the impact on employee retention and organizational success.
• Demonstrate proficiency in utilizing Conflict-IQ™ as a strategic tool to understand, address, and resolve conflicts within diverse organizational settings.
• Apply foundational principles of Conflict-IQ™ to real-life workplace scenarios, integrating emotional intelligence techniques for effective conflict resolution.
• Synthesize strategies for cultivating collaborative and inclusive environments, utilizing Conflict-IQ™ principles to promote growth and innovation within teams and organizations.
• Develop a comprehensive plan for implementing Conflict-IQ™ practices within their respective workplaces, ensuring long-term sustainability and organizational development.

Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest reporting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to risk assessment, compilation and review, and implementation of the System of Quality Management.

Learning Objectives

• Implement a system of quality management
• Apply the standards for risk assessment in an audit
• Apply the standards for other audit standards
• Apply the standards for performing a compilation
• Apply the standards for performing a review

Course Description

This six hour course is up to date with all significant legislative, administrative and judicial developments up to the date of presentation. It includes S corporation eligibility and election requirements, taxable income, compensation, distributions basis and other loss limits. Although this program has an S corporation emphasis, several of the topics apply to other forms of closelyheld businesses, including partnerships and C corporations.

Learning Objectives

• Determine the entities which are, and which are not, eligible for S corporation status.
• Understand the corrective rules for repairing eligibility and preserving S status.
• Identify corporate income, loss, and other items that affect income, loss and basis.
• Recognize the pervasive issue of compensation of shareholder-employees.
• Understand the S corporation shareholder stock and debt basis rules.
• Calculate the effects of income, distributions, losses and other items on shareholder’s basis.
• Apply the sequence of loss limitations affecting shareholders and other business owners.

Course Description

Today financial planning is very different from the profession and advice of the past. We all know what we would like to do, and achieve, but how realistic are those expectations? To put it into perspective from a prior TV commercial, “this is not your father’s Oldsmobile!”.

The main reason is for this is that our world is changing rapidly. Employment shifts, everyday living, and life priorities are now part of the new norm! – Add to that other unanticipated events that we need to figure out, which essentially are “the secrets” of how to maintain our edge in the future on the advice we render makes this process a game changer.

This is no small task or straight shot for us, or for our clients, and as a result, immediate changes will need to be made as they relate to planning for insurance, investments, education, income tax, retirement, and estate. This revised concentration effects employees, closely held business owners, high net worth individuals, and retirees just to name a few.  It is more important than ever to help us relay the importance for our clients, and perhaps ourselves, to help stay focused.

Learning Objectives

• Identify the latest financial planning trends in a very different era and learn how to apply them.Find out what leading practitioners in our profession say where we are and where we are going and why, in this rapidly changing environmentLearn how to identify, evaluate, and provide recommendations in this forging environment.
  • Learn how to structure your practice to cover all of the financial planning bases and anticipating strategies for future changes.
  • Determine how to educate, communicate and provide well-thought-out financial plans for your clients.
  • Determine how your clients can best manage their cash flow and budgeting during this “New Norm”.
  Determine how to incorporate the personal financial planning process as part of the client’s emotional and financial life cycle.
  • Evaluate retirement planning strategies for saving and investing, including the “newly defined retirement”.
  • Recognize and evaluate potential investment strategies
  Determine when and how to evaluate insurance concerns. Explore the "real" critical aspects of estate planning and where the focus for your clients should be.

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Course Description

Technology continues to evolve and amaze! From new technologies such as Artificial Intelligence (AI), to new features in existing tools such as Excel, the possibilities for improved efficiency and internal control are seemingly endless. Participate in this session to learn about key technologies that may impact you and your team in the months and years to come.

In this session, you will learn about critical developments in Microsoft 365 subscriptions, how you can use generative AI to become more productive, developments in Windows that will impact you, security risks and concerns, and tips for using technology more efficiently and effectively. If you’re going to participate in only one technology-focused session this year, this should be the one!

Learning Objectives

• List examples of generative AI tools and how you can take advantage of them
• Identify key new features appearing in Microsoft 365 subscriptions
• Cite examples of security and privacy features that you should consider implementing

Course Description

Whether you hold a position as an owner, operator, general manager, staff member, or department head in a hotel or restaurant property, this course will enhance your accounting knowledge and boost your confidence in decision-making. You’ll gain hands-on experience in benchmarking various hotel, lodging, and restaurant units throughout the course. This practical exposure will enable you to assess your performance relative to competitors in the lodging industry. You’ll be better equipped to make informed choices in procurement, staffing, operations, and marketing budget allocation.

The central focus of the course is on decision-making skills, including accurately interpreting financial statements, benchmarking against competitors, and drawing precise inferences to optimize your decisions.

Learning Objectives

• Examine and cite the Uniform System of Accounts for the Lodging Industry (USALI)
• Learn how to apply managerial accounting tools to improve flow through
• Apply and use specific financial statements for better decision-making
• Discuss ways to benchmark hotel and restaurant performance
• Cite the best ways to prepare operating budgets and monitor performance
• Understand the consistencies and differences between USALI and U.S. GAAP with reference to IFRS

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.