CPE & Event Catalog

Selected business expenses. Section 162. Rent expenses. Deductible taxes. Amortization. Depreciation.

Assertion protection. COBRA coverage. Bankruptcy. Priorities. Divorce settlements and divisions. Employment. Unemployment compensation. Worker's compensation. Social security. Retirement benefits. Foreclosure. Torts and personal injuries. Personal injury awards.

Traditional long-term care insurance, hybrid strategies, or self insure - Medicare Parts A, B, C, and D and Medigap plans. Incapacity, elder law, Medicaid, and choosing a long-term care facility. Hospice and palliative care.

Balance aggression and caution. Focus on areas of competence. Insist on the best possible management team. Swarm on problems. Organize and plan. Focus on a few decisions. Think long term.

Forensic accounting in complex liquidations. Identifying financial irregularities and fraud schemes. Fiduciary duties and trustee responsibilities.

The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.

Current landscape of small business accounting software. Strengths and limitations of critical solutions. Effective add-ons and integrations. Implementation strategies.

Common challenges associated with implementing appropriate internal controls in small business environments. Fraud in small business environments. Internal control options in small business accounting software. Understanding the need for application controls and general controls.

The sources of tax law. The internal revenue service. Types of taxes. Tax credits. Long-term business assets. Business losses. Payroll issues. Payroll tax withholdings.

Social engineering fraud schemes. BEC scam.

Introduction to social media. Social media tools. Social media marketing. Launching a social media campaign.

Asset misappropriation.

Group audit requirements. Extending financial statement audit concepts to compliance audits. Initial audit considerations. Using the work of specialists and internal audit. Other common audit variations.

Tax economics. Installment sales and time value of money. Mortgage finance. Homes sales and like-kind exchanges. Involuntary conversions. Passive loss and at-risk rules. Sakes by foreign investors. REITs.

Change from GAAP to an SPF. Financial Statement Theory. Economic Resources & Claims. Changes in Resources and Claims. Recognition and Measurement Issues. Presentation and Disclosure. Disclosure Guidelines. Major Differences Between FRF-SME and the Tax Basis of Accounting. Sections of the FRF-SME.

Accounting for broadcasters. Accounting for cable television. Accounting for film production and distribution. Entertainment. The revenue recognition model. Licenses of intellectual property.

Spotting illegal acts by auditors. Distinguishing illegal acts from legal changes. PCAOB AS 2405 guidance.

Overview of standard costing. How to create a standard cost. How to account for standard costs. The controllable variance. How to report variances.

Building a scalable CAS practice. Innovative and high-value service offerings. Marketing strategies to grow CAS clients.

Fundamentals of reporting and analysis. Gross vs. Net cash flows. Preparation of cash flow statement.