CPE & Event Catalog

Ownership of vehicles and entities. Trusts. Co-tenancy. Partnerships. LLCs. Retirement plans. Estate.

The nature of greenhouse gas emissions. The carbon footprint concept. Carbon dioxide measurement. Beast year emissions. The monetization of carbon dioxide. Relevant accounting transactions. Contents of an environmental report. Environmental accounting outcomes.

Asset protection. Alimony and child support. Bankruptcy. Divorce settlements and divisions. Employment. Entities and title. Insurance. Property dispositions, and more.

Payroll management. Accounting for payroll. Accounting for stock-based compensation.

Estate planning. Estate and gift taxes. Plans, devices and techniques.

Estate planning. Annual gift tax exclusion. Family documents.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Post-mortem planning and tax return requirements.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities and buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Estate planning with business issues. Qualified terminable interest property trust. Special business issues.

Estate tools and trusts.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U. S. GAAP. Transition requirements. FASB technical agenda, and more.

S corp general taxation. Preparing form 2553. Fixing S-elections. Stock basis ordering rules. S corporation health insurance.

Advanced strategies for managing IRS audits and appeals.

Prohibited expenditures. Late submissions. Mileage overstatements. Card misuse. Cash advances. Payables department review practices. The escalation process. Training first-level supervisors. T&E policy updates.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Fair value accounting. Fair value option. Fair value in asset and liability evaluation.

Basic marital tax matters. Children. Education. Medical, charitable and casualty. Home sales and moving expenses. Home mortgage interest. Transfers incident to divorce. Alimony and child support.

Family tax planning. Divorce costs. Dependent care assistance. Qualified tuition programs. Home sales. Alimony. Property rights.

How much do you need to retire? Defining retirement. Determining retirement costs and income needs. Savings and assets. Social Security benefits and retirement planning. Retirement benefits. Total disability benefits, and more.

Fast track retirement planning. Assets. Social security. Distributions from retirement plans. Estate planning.