CPE & Event Catalog

The most frequent financial statement pitfalls encountered while reviewing not-for-profit organizations.

Minimizing estate and gift tax penalties.

The supervisor's role and making decisions. Objectives, supervisory planning and control. Organizing, delegating, and communicating. Motivation and employee development. Building team effort, counseling and appraising. Handling absenteeism, tardiness and conflict. Discrimination and supervising problem employees. Labor contracts and discipline issues. Reducing costs and supervising safety. Ethics and organizational politics. Managing supervisory time and self-development programs.

AI key concepts. Machine learning. Deep learning. Natural language processing. Algorithms. History and evolution of AI. Significance of AI in the accounting profession, and more.

The concept of money. Money laundering schemes. Asset concealment. Acts pertaining to money laundering. Financial crimes enforcement network. Reporting requirements intended to detect money laundering. Suspicious activity report. Report of foreign bank and financial accounts. Report of cash payments over $10,000 received in a trade or business. Detection of money laundering.

Moore V. United States. Supreme court ruling. Modern income tax. Realization. Wealth tax.

Motivation. Recognition and rewards. Feedback. Status differentials. Authenticity.

Must know Excel functions for CPAs.

Key strategies for managing art assets.

Identifying manipulation of revenue. Distinguishing legitimate transaction from illegitimate. Recognizing various fraud techniques.

When is a taxpayer considered self-employed. Business expenses. Business use of a home. Recordkeeping requirements. Schedule C, profit or loss from business.

Minimizing tax liabilities for owners and partners of pass-through entities.

Nature of tax audit. Minimize IRS tax audit risk. Representing the client before the IRS.

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.

Calendar sharing. Filter clients. Automating emails. Client charging.

Leadership. Development.

Leadership. Development.

Leadership. Development.

Methods of growth. Foreign market development. Porter's Diamond model.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.