CPE & Event Catalog

What is GAAP. Scope consideration. Annual qualitative disclosure requirements. Interim disclosure requirements.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting, and more.

An in-depth exploration of key aspects of retirement planning.

TCJA provisions affecting tax preparation. Itemized deductions. Schedule A. TCJA provisions affecting individuals. Estate and gift tax exclusion. Business-related TCJA provisions affecting individual taxes. Schedule C provisions.

Filing the last married tax return. Dividing the house. Dividing the investments. Dividing the pensions. Alimony and child support. Premarital agreement. Last married tax return.

Practical tax planning techniques.

Federal K-1. Tax Planning for PTET Credits.

Tax research techniques. The essential tax research steps.

Traditional IRAs. Eligibility rules. Limits on contributions. Considerations. Roth IRAs. Conversions and transfers. Benefit distributions-death before 2020.

Life insurance death benefits. Life insurance policy living proceeds.

Qualified retirement plans. Tax treatment of qualified plans. Annuities.

Health insurance coverage. Personally owned health insurance. Employer-paid health insurance. Tax favored health plans. Medical savings accounts. Health savings accounts. Disability and long-term care insurance coverage. Disability income policies. Qualified long term care insurance policies.

Bankruptcy. Transfers incident to divorce. Asset protection. Medical, charitable and casualty. Debt cancellation and foreclosure. Repossession. Bad debts. Elderly and disabled planning. Estate planning.

Tax, bankruptcy, and financial problems. Asset protection. Medical costs. Bad debts.

Tax myths busted. Influencer and tax write-offs. Tax Form 1099. Examples of S-corp, LLC sole proprietor path to taxation, and tax write-off situations. Understand and educate on tax myths and their facts behind them.

Information security terminology. Hacker interest in tax professionals. The goal of information security. How to spot data theft. IRS commentary on information security. FTC privacy rules. Insurance options. Fire mitigation activities. How to deal with a data breach.

AI and machine learning trends. Quantum computing in finance. Understanding the growing impact of blockchain and digital currencies in accounting. Software and hardware innovations.

Generally accepted audit requirements related to testing controls for operating effectiveness. Identifying key controls that may prove effective and efficient to test in a control reliance strategy. Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control. Leveraging audit evidence available through Service Organization Control (SOC1) Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.

Overview of the Power Platform and its components. Review examples of business processes that may benefit the most from using automation. Discussion and demonstration of its low-code/no-code app development environment.

Creating a culture of discipline. Project and time management best practices. Avoiding common time wasters. Tips for both getting -- and staying - organized. Managing stress for yourself and others. Managing productive meetings.