CPE & Event Catalog

Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.

Data driven finance decisions.

Data protection. IRS compliance. Crafting an Effective WISP.

PTIN renewal. Publication 4557. IRS security summit. Form 8821. Scam callers. IRS scams. Cyber warning indicators. IRS dirty dozen.

Define the purpose and audience for your visualization. Select the appropriate visual to tell the story or communicate the message. Focus attention on the key message using data viz best practices. Design professional and accessible visuals and dashboards to build trust. Create meaningful dashboards that tell stories and inspire decision-making. Identify examples of bad data visualization and dashboarding.

Common data sets. How to visualize data sets and interpret results. How to replace manual audit procedures with technology.

Mechanics and timelines of M&A deals. Structures of taxable asset acquisitions and stock acquisitions. Triangular and reverse triangular mergers. Structuring and pricing an acquisition. Tax-free reorganizations. Tax planning for divestitures. Key sections of purchase and sale documents. Case studies with schedules. Tax return forms and elections to be aware of.

The role of professional judgment. Examples of conflicts of interest. How to identify a conflict of interest. Severity of conflicts of interest. When to obtain guidance. Conflict of interest safeguards. Disclosing a conflict of interest. IRS conflicts of interest. Specific conflict of interest situations. Obligations to an employer's external accountant. Services involving advocacy. Conflicts of interest for CPAs in business. Comparing conflicts of interest for CPAs in public practice and in business. Documentation of conflicts of interest.

Deductible interest and debt. Allocation of deductible interest. Home mortgage interest. Taxable interest. Installment sales. Repossession. Debt cancellation and foreclosure. Equity participation debt. Foreign interest withholding. Bad debts.

Expense report abuses. Dealing with missing or illegible receipts. Dealing with the laggards. Dealing with approved reimbursement requests for items outside the policy or inappropriate items. Steps to reduce the number of questionable requests for reimbursement. Dealing with employees using cards deceitfully for personal gain. Dealing with employee misuse of company card. Dealing with personal items on expense reports. Strategies to combat inappropriate expense reimbursement requests. How employees cheat on their expense reports. Dealing with expense reimbursement conflicts.

Goals. Sources of performance deviations. Successful interventions.

Deductible interest and debt. Allocation of deductible interest. Taxable interest. Installment sales. Debt cancellation and foreclosure. Bad debts.

Critical issues affecting the decedent of the deceased.

U.S. GAAP susceptible to deceptive accounting. Asset manipulation techniques. Liability manipulation techniques. Hiding pension obligations. Reclassifying liabilities. Misclassifying debt as equity.

U.S. GAAP susceptible to deceptive accounting. Enron and WorldCom. Revenue recognition manipulation techniques. Channel stuffing. Capitalizing expenses. Misclassifying expenses.

Decision trees. Sensitivity analysis.

IF Statements. IFs FUNCTION. AND, OR, and NOT. SUMIF. COUNTIF. SWITCH.

Basic marital tax matters. Transfers incident to divorce. Alimony and child support. Selected marital tax issues outside of divorce.

Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.

Contract costs. Disclosures. Construction contractors.