CPE & Event Catalog

Determining the extent of testing controls, testing compliance, and tests of substantive detail.

Auditing overview. Planning an audit. Audit performance.

Overview of ASC 280. Scope of ASC 280. Operating segment determination. Reportable segments. Required disclosures for reportable segments. Entity wide disclosures.

Overview of segment reporting. Segment disclosures. Entity-wide disclosures. The competitive harm issue. Illustration-Microsoft segment reporting.

Selected business expenses. Section 162. Rent expenses. Deductible taxes. Amortization. Depreciation.

Assertion protection. COBRA coverage. Bankruptcy. Priorities. Divorce settlements and divisions. Employment. Unemployment compensation. Worker's compensation. Social security. Retirement benefits. Foreclosure. Torts and person injuries. Personal injury awards.

Balance aggression and caution. Focus on areas of competence. Insist on the best possible management team. Swarm on problems. Organize and plan. Focus on a few decisions. Think long term.

Common challenges associated with implementing appropriate internal controls in small business environments. Fraud in small business environments. Internal control options in small business accounting software. Understanding the need for application controls and general controls.

The sources of tax law. Types of taxes. Tax credits. Long-term business assets. Business losses. Payroll issues. Payroll tax withholdings. Tax remittances. Remittance method. Fringe benefits. Pension plans. Retirement planning services, and more.

Social engineering fraud schemes. BEC scam.

Tax economics. Installment sales and time value of money. Mortgage finance. Homes sales and like-kind exchanges. Involuntary conversions. Passive loss and at-risk rules, and more.

Overview of standard costing. How to create a standard cost. How to account for standard costs. The controllable variance. How to report variances.

Understanding the basic concepts. Comparing periods to identify cash flows. Categorizing the cash flows. Selecting your presentation. Preparing the statement. Preparing disclosures. Documenting your work.

Professional requirements. Engagement acceptance. Gathering information. Preparation of financial statements. Disclosures. Reports. Documentation. Client representation letters. Guidelines for specific presentation. Considerations for an SPF. Compilation requirements.

Determining current tax position. Determining the deferred tax position. Identify any unrecognized tax positions. Considering any special issues. Preparing disclosure.

Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.

Small audits made easy and profitable. Saving time with quality control. Developing cost-beneficial audit strategies on small audits. Audit planning for profits. Understanding internal control and making it pay. Understanding risk assessment standards and financial assertions, and more.

Best practice techniques for strengthening substantive analytic procedures.

Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.

Different ways to appropriately motivate others for performance, including nonmonetary awards. Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success. Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients. Giving constructive negative feedback to staff, including creating an action plan for improvement.