CPE & Event Catalog

Eligibility to receive EIC. EIC rules applicable to everyone. EIC rules that apply only if the taxpayer has a qualifying child. Figuring the amount of the earned income credit. Incidence and factors leading to earned income credit errors. Common earned income credit errors. Claiming EIC after disallowance. Client consequences of EIC disallowance. Tax preparer due diligence a statutory requirement-IRC section 6695. Failure to meet due diligence requirements.

Earnings management: advanced techniques. Financial engineering. Tax planning. Big bath accounting. Accounting policy changes. Round-trip transactions.

Earnings management: foundation techniques. Revenue recognition timing. Expense manipulation. Misclassifying expenses. Income smoothing. Cost-cutting timing.

Section 529 qualified tuition programs. Coverdell education savings accounts. Education savings bond program. Educational tax credits. Educational assistance and student loan interest.

Work related education expenses. Deduction for student loan interest. Qualified tuition programs. Qualified higher education expenses.

Overview of how firms and businesses currently use automation and outsourcing. Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations. Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology. Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments.

Collection tactics. Collection agency. Litigation and bankruptcy tactics.

Effective decision-making. Examples of difficult decisions.

Effective internal controls for small businesses. Koss corporation.

Leadership and management. Credibility. Leadership based on traits and skills. Path-goal theory. Transformational leadership. Followership. Negative leadership. Leadership training.

Effective time management. The time log. The time management plan. Swap tasks. The cost of your time. Dealing with email. The break strategy. Working from home.

The accounting, reporting, and performance issues associated with the attest services of compilations and reviews.

Five attributes of an audit finding. Improve finding's presentation. Techniques for a finding's results. Techniques to develop recommendations.

Employee retention credit guidance. ERC first wave. Full or partial suspension. Telework. Supply chain disruptions. Gross receipts. Qualified wages. Claiming ERC.

ERC Voluntary Disclosure Program (VDP) Eligibility. ERC VDP terms. ERC VDP process. ERC VDP consideration.

The various types of stock compensation plans.

The Volunteer Classification Settlement Program .

Risk management. Treasury risk management. Sales and marketing risk management. Supply chain risk management. Production and distribution risk management, and more.

Best practices for enterprise-wide risk management.

Accounting for broadcasting. Accounting for cable television. Accounting for films. Accounting for music.