CPE & Event Catalog

Cite goals and action plans. Identify ways to design and discover your marketing mix for continuous business flow. List selling processes for stronger relationships & increased closing percentages. Identify sound marketing strategies.

Learn the contents of an annual report. Understand a company's operations and business strategy. Realize the many risk factors a company must navigate. Analyze company financial statements, as well as its different business segments. Read and comprehend the MD&A section. Review the notes to the financial statements for additional detail.

Introduction to accounting. Initial real estate costs. Purchase of income-producing property. Real estate sales. Nonmonetary exchanges. Time-sharing activities. Rent topics. Property management. Asset retirement and environmental obligations. Real estate ventures. Housing associations.

Real estate accounting. Basic accounting. Mathematics of finance. The basic use of numbers. Annual percentage rate. Discounting second mortgages. Amortization. Depreciation. Stipulated amount payments. Mortgage payoff. Add-on interest. Income capitalization. Area measurement. Volume measurement. Front foot calculations.

Real estate financing. Housing: the cost of shelter. Investing in real estate.

Types of real estate investments. Real estate investment best practices. Asset allocation issues. Options for obtaining a down payment. Mortgage fees. Finding a lender. Where to invest. The real estate cycle, and more.

Accounting methods. Tax impact of real estate acquisitions. Tax impact of rental and leasing agreements. Landlord and tenant transactions. Foreclosures. Sale of real estate. Tax management strategies.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control principles. Terminating controls. Controls education. Receiving concepts.

ASC 835-30 scope. Imputing interest. Interest rate determination. Using the interest method. Subsequent measurement. Presentation and disclosure.

Records management overview. Record storage systems. Elements of a records management system. Electronic records management.

Recruiting. Hiring.

Importance of keeping a balanced work-life ratio. Defining what you want to be known for in the professional world. Use other professionals as resources and not competition. Sharing experiences.

Global mobility.

Major regulators. Other influencing bodies and considerations in the regulatory environment. Corporate governance principles. Internal control.

Related Parties under IRC Section 267. Related Parties under IRC Section 707. Related Parties under IRC Section 1239.

Tax proposals. Estate planning. Valuation discounts.

14 day or 10% rule. Basics of rental rules. Vacation home rules. Renting to relatives. Counting days and ordering rules. Depreciation. Personal home converted to rental. Sale of personal residence. Schedule E or C. Short-term rentals.

History of 1099 reporting of securities dividends, interest, and OID. Elections versus required reporting of amortization. Examples using actual 1099 forms.

Research and development. Uncertainty considerations. Authoritative guidance. Recognition requirements. Disclosure requirements. Arrangements involving research and development. ASC 720-20 scope.

How non-profits are navigating the great resignation. Best practices to effectively train your board and finance members. Due diligence for M&A in the non-profit space. Single audit update. Implementation of new standards. Audit standards update.