CPE & Event Catalog

Overview of marketing. Types of marketing strategy. Stages of marketing strategy. Marketing control. The coordinating role of marketing. Marketing fata accumulation. Customer behavior. Influences on customers purchases. The buyer decision process. Stages of buyer acceptance, and more.

Overview of nonprofit fundraising. Fundraising ethics. Donor behavior. Fundraising planning. Developing a cogent case for donations. Types of fundraising. Donor retention and development. Fundraising events. Measuring fundraising performance. Fundraising best practices.

Payroll management. Accounting for payroll. Accounting for stock-based compensation.

Essentials of remote work. Management of remote workers. Maintenance of the corporate culture. Employee recognition software. Dealing with social isolation. Handling the work/life balance. Family intermixing concerns. Setting up boundaries. Maintaining your energy level. Tips for reducing employee fatigue, and more.

The historical development of transfer pricing rules. The objectives of transfer pricing regulation. The role of transfer pricing in international taxation. Common misconceptions and challenges in transfer pricing. Core principles of transfer pricing. Transfer pricing methods. Comparability analysis. Intra-group transactions. Common errors in transfer pricing analysis. Dispute resolution and risk management. Ethical considerations in transfer pricing. Industry-specific issues. Financial reporting issues. The role of technology in transfer pricing compliance. Landmark transfer pricing cases.

Estate planning. Estate and gift taxes. Plans, devices and techniques.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Post-mortem planning and tax return requirements.

Property ownership rules. Itemizing your property. Types of beneficiaries. Explanations for beneficiaries. Disinheritance. Assigning responsibility for raising your child. Property management options. Leaving property to other children. The need for a will. Types of wills. When to use probate. Advantages of a living trust. Essentials of joint tenancy, and more.

Estate planning. Annual gift tax exclusion. Family documents.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities & buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Estate planning with business issues. Qualified terminable interest property trust. Special business issues.

Estate tools and trusts.

Ethical dilemmas in representation. Circular 230.

Whistleblowing. Whistleblowing by the auditor. Sarbanes-Oxley whistleblower protections. Dodd-frank whistleblower program. False claims act. IRS whistleblower program. Audit committees. Codes of ethics. Tax return positions. Fiduciary basics. Types of trust. Trustee responsibilities.

Understanding the differences between ethics, morals, and laws. Key technology issues that can impact ethical behavior in businesses. Examples of potential ethical conflicts precipitated by modern technologies.

Examples of conflicts of interest. Relevant standards. CPA in public practice vs. business. Case studies of conflicts of interest. Best practices to avoid conflicts of interests.

U.S. GAAP guidance. Time period under review. Conditions and events that may raise substantial doubt. Management evaluation requirements. Substantial doubt exists, now what? Management plans. Disclosure requirements.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U.S. GAAP. Transition requirements. FASB technical agenda. Determining applicability and materiality. Evaluating options. Assess disclosures and benchmark. Tacking, updating, and adopting.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.