CPE & Event Catalog

10 mistakes that decrease your professionalism. Make a great first impression virtually. Virtual meetings. Persuasive presentation.

Financial statement analysis and communicating insights to financial statement users. Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement. Developing plausible expectations for comparison to actual financial results. Detecting earnings management and other risks through analytic procedures.

Measuring accounting fraud.

Medical costs. Charitable contributions. Casualty and theft losses suspended.

Promoting work-life balance for CPAs. Mental wellness strategies for accounting professionals. Best practices for supporting employee wellbeing.

Acquisition strategies. Acquisition process. Regulatory approval. Exit planning. The data room. Synergy analysis. Hostile takeover tactics. Due diligence. Payment structure of the acquisition. Legal structure of the acquisition. Acquisition documents. Acquisition integration. Accounting for acquisition. Reverse mergers.

Technical foundations of Microsoft Copilot. Security, privacy, and data governance considerations. Prompt engineering. Microsoft Copilot in Excel. Microsoft Copilot in Word. Microsoft Copilot in PowerPoint. Microsoft Copilot in Outlook and Teams. Copilot use cases in accounting. Copilot use cases in auditing and assurance. Copilot use cases in tax planning and compliance. Copilot use cases in advisory and consulting services. Professional judgment and ethics in copilot use. Implementing Microsoft Copilot in a CPA firm.

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.