CPE & Event Catalog

Tax, bankruptcy, and financial problems. Asset protection. Medical costs. Bad debts.

Tax myths busted. Influencer and tax write-offs. Tax Form 1099. Examples of S-corp, LLC sole proprietor path to taxation, and tax write-off situations. Understand and educate on tax myths and their facts behind them.

Information security terminology. Hacker interest in tax professionals. The goal of information security. How to spot data theft. IRS commentary on information security. FTC privacy rules. Insurance options. Fire mitigation activities. How to deal with a data breach.

AI and machine learning trends. Quantum computing in finance. Understanding the growing impact of blockchain and digital currencies in accounting. Software and hardware innovations.

Generally accepted audit requirements related to testing controls for operating effectiveness. Identifying key controls that may prove effective and efficient to test in a control reliance strategy. Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control. Leveraging audit evidence available through Service Organization Control (SOC1) Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.

Overview of the Power Platform and its components. Review examples of business processes that may benefit the most from using automation. Discussion and demonstration of its low-code/no-code app development environment.

Creating a culture of discipline. Project and time management best practices. Avoiding common time wasters. Tips for both getting -- and staying - organized. Managing stress for yourself and others. Managing productive meetings.

Materiality. The audit report. Structure of the report. Related parties. Fraud.

Properly identifying, evaluating, and deciding how to respond to risk in a financial statement audit.

The audit risk model. Outcomes of risk combinations. The reasonable assurance requirement. The nature of audit evidence. Sources of audit evidence. Evidence obtained from the work of others. The audit sampling process. The audit plan.

Overview of the balance sheet. Asset line items on the balance sheet. Liability line items on the balance sheet. Equity line items on the balance sheet. Statement of retained earnings. Balance sheet ratio analysis.

The balanced scorecard.

Financial instrument terminology and definitions. Fair value, orderly transactions, and market participants. Debt, equity, and security. Cash and cash equivalents. Receivables and loans. Life insurance contracts. Credit losses.

Derivative and hedge accounting.

The CFO position. Strategic planning. Risk management. The control environment. Performance measurements. Mergers and acquisitions. Budgeting and forecasting. Product pricing, and more.

Hot topics for tax and estate planning in 2024.

Bookkeeper position. Bookkeeping basics. Chart of accounts. Ledger concept. Closing books. Financial statements. Interpretation of financial statements. Bookkeeping controls. Sales and collection activities. Cash processing, and more.

Current cryptocurrency tax regulations. Most common cryptocurrency compliance issues. Analyze the future of decentralized finance. Identify key arguments of the cryptocurrency cult. Recommend if cryptocurrency transactions are efficient or inefficient.

Applicability f the Green Book How the Green Book is Used The Cost Conundrum The Control Environment Component The Risk Assessment Component The Control Activities Component The Information and Communication Component The Monitoring Component The Control Development Process The Endless Loop of Internal Controls

ESG.