CPE & Event Catalog

Artificial intelligence in accounting. Financial analysis. Financial reporting. GAAP compliance. Automation for accountants.

Review the optimal layout for FP&A models designed to review and analyze monthly data. Compare FP&A model design to other financial models to understand the differences and the unique requirements of FP&A models. Learn the best and most common Excel formulas and functions used in FP&A models.

Analyze monthly data to determine whether adjustments are needed to financial forecasts. Compare actual results to financial forecasts and budget estimates on a monthly basis. Understand best practices for rolling monthly financial models forward for a new fiscal year.

Understand various levels for applying protection in FP&A financial models in order to maintain financial model integrity. Configure protection to allow full access to model designers but restrict access to only inputs for others who are only updating for actual results. Review the best approaches to print settings in order to present the model findings to important stakeholders.

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

Background of ASC 820. Fundamentals of fair value. Assessment of the unit of account. Identification of markets for basis of valuation. Application of valuation techniques. Fair value measurements and inactive markets. General rules of financial assets and liabilities. Presentation and disclosure.

Key considerations in property apportionment. Apportioning real estate in family law. Navigating complex property division issues.

Key court decisions and practical implications. Role of CPAs in divorce. Financial matters. Managing child support and asset division.

Calculating temporary and FC Section 4320 support, Understanding guidelines. Child support and add-ons. Pitfalls in support software and data entry.

Best practices for tracing and accounting. Case management in complex family law cases. Insights from the Marriage of Simonis Case.

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. Retirement plans. Corporate plans. Defined benefits and contributions. Premature distributions. Minimum distribution rules. Postponement of income, and more.

Changes in various limits. Tax credit changes. PPACA related tax changes. Changes in Archer MSAs, HSAs and IRAs. Secure Act 2.0. One Big Beautiful Bill Act.

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

Financial disclosure requirements. Automation for accountants. Artificial intelligence in accounting. Federal tax updates.

Fiduciary accounting. Initial and subsequent transactions. Carrying value. Asset topics. Undistributed income. Allocation topics. Administration charges. Cash accounts. The total return concept. The fiduciary's power to adjust. Significant laws.

Navigating the complexities of tax preparation after the death of a client.

Overview of financial analysis. Accounting issues impacting the financials. Cost-volume-profit analysis. Cost object analysis. Credit decisions. Financial leverage. Dividend analysis. Interest rate risk analysis. Managing the rate of growth. Discounted cash flow techniques. The lease or buy decision. The enhancement of shareholder value.

Budgeting and financial forecasting. Risk, return and valuation. Determining cost of capital and capital structure decisions. Short term financing. Long term debt and stocks. Business combinations and reorganizations.

Fundamentals for nonprofits. Accounting concepts and principles. Cost-volume-revenue analysis. Financial statement analysis and performance measurement. Forecasting methods. Budgeting process. Efficiency and cost control. Cost prediction and performance evaluation. Management control of revenue and expense. Financing techniques. Working capital technique. Cost allocation. Decision-making models.