CPE & Event Catalog

Automobile apportionment. Actual cost method. Expensing. Predominate business use rule. Auto leasing. Standard mileage method. Working condition fringe benefits.

Marketing principles. Marketing automation. Marketing practical tips. Marketing pitfalls.

Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.

Technical definitions of tax malpractice. Risk management techniques. Aggressive tax strategies. Dealing with tax-related claims against CPAs. Insurance carrier experiences. Substantive tax areas.

Avoiding taxes and penalties on early retirement plan distributions.

The most common misapplied audit concepts in planning and performing effective and efficient financial statement audits.

Objectives of financial reporting. Cash and cash equivalents. Trading securities. Long term investments. Property, plant and equipment.

The role of CPAs in ensuring accuracy. Ethical challenges in financial reporting. Tools and techniques for ensuring accuracy and transparency. Creative accounting techniques. Best practices for ethical financial reporting.

The purpose of a bank reconciliation. The bank statement. Bank reconciliation concepts. The proof of cash.

Types of bankruptcy. The United States bankruptcy code. Court jurisdiction. Federal tax liens. The individual bankruptcy estate. Tax effects of debt cancellation.

Revocable trust. Estate planning with gifts. Portability. Adequate disclosure. DAF vs. private foundation. ILIT issues. Taxation of annuities.

Basic fringe benefits. Fringe benefit plans for S Corporations. ERISA compliance.

Basic marital tax matters. Divorce costs. Alimony. Living together married vs. unmarried.

Overview of Lookup Functions. Using VLOOKUP For Multiple Results. VLOOKUP searching in a different column for a match. HLOOKUP function. INDEX and MATCH. XLOOKUP

The normative approach. The intuitive approach. Virtue ethics. The descriptive approach. Contextual factors. Ethical infrastructure. Fairness of the decision making process. The role of leaders. Employee interaction with management. Why employees violate their own ethical standards. Group effects. Whistleblowing. Fraud triggers. Fraud addiction. Lying during negotiations.

The nature of fraud. The fraud triangle. Characteristics of fraudulent behavior. The impact of dominance in behavior. Ethics as learned behavior. The CEO and CFO relationship. The role of emotions in triggering fraudulent behavior. What fraud perpetrators desire.

Improving collaboration. Managing conflict. Behavior.

IRS compliance guidelines automation for accountants. Federal tax updates. Artificial intelligence in accounting. Internal controls. Audit report writing. Tax planning strategies.

Consequences of misconduct under AICPA guidelines.

Managing the AP function. Internal controls. Fraud prevention, and more.