CPE & Event Catalog

Receipt of invoices. Invoice handling. Invoice data requirements. Verifying invoice data. Invoice coding standards. Short paying invoices. Handling unidentified invoices. Handling invoices without invoice numbers. Discrepant invoices.

Cash receipts and disbursements method of accounting, including history. Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3). Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28. NAICS codes. Accrual of income and expenses, including history. Economic Performance and Recurring Item Exception, IRC Sec. 461(h). Deferral of Certain Advance Payments (Revenue Procedure 2004-34). Changes made to the above by the 2018 Tax Cuts and Jobs Act.

The case for better business writing. The mindset. The writing process. The opening, middle, and close. Types of sentences. Proper paragraph structure. Tips for better business writing. Correct grammar. Writing emails. Writing social media posts. Writing blog posts. Writing complaint letter.

Practical opportunities to leverage artificial intelligence and automation in business settings. Potential risks associated with using AI and automation, including inherent ethical issues. Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier.

The types of reports available in QuickBooks Online, by subscription level. Customizing reports to meet your needs. Spreadsheet Sync in QuickBooks Online Advanced.

Belonging and social responsibility. Belonging in the workplace. Cultural awareness and belonging. Belonging strategies for leadership. The business case for belonging. Building a culture of belonging.

Limitations of traditional forensic accounting methods. Leveraging public records and open sources. Intelligence and asset search techniques. Enhancing investigations and recoveries.

Management risks. Nonaudit services. Engagements. Peer review risk.

Federal tax updates. IRS compliance guidelines. Tax planning strategies.

Federal tax updates. IRS compliance guidelines. Tax planning strategies.

Federal tax updates. IRS compliance guidelines. Tax planning strategies.

Revenue recognition timing. Financial engineering. Tax planning. Big bath accounting. Accounting policy changes. Round-trip transactions. Income smoothing. Cost cutting timing.

The Big Beautiful Bill. Rates, standard deduction, exemptions and credits. Estate, GST and gift taxes. Business taxation. Compensation.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control principles. Terminating controls. Customer billing process overview.

Historical development. Blockchain key concepts. Blockchain vs. Ai. How blockchain works. Transaction process. Consensus mechanisms.

Historical development. Blockchain key concepts. Blockchain vs. AI. Blockchain vs. traditional databases. How blockchain works. Consensus mechanisms. How can CPAs use blockchain technology. Overview of crypto assets. U.S. GAAP guidance. Scope criteria for crypto assets. Scope application examples. Recognition of crypto assets. Private company considerations.

Tax planning.

Brand discovery. Brand marketing. Core values. Getting seen online. Audience marketing.

Brazen employee theft.

U.S. GAAP accounting principles and SEC reporting requirements.