CPE & Event Catalog

Summary of the requirements of au-c section 510. Audit process. Small audit systems. Relevant assertions.

Financial planning. Time value applications. Personal financial statements and budgeting. Career planning and financial statements. College education planning. Return and risk of investments. Banking and cash management. Managing debt, and more.

Defining primary personality style characteristics. Determining your own primary personality style and the style of others. Effectively adapting for improving interactions with various personality styles. Leveraging strengths and minimizing the negative impact of personality weaknesses. Applying personality style analysis to real-life situations involving clients, staff, peers and superiors.

Persuasive presentations. The importance of having a connection. The difficult audience member. Effective phrasing. The dress code. Foreign language presentations.

Individual tax law changes that may occur in 2025 and beyond.

Recognize how to combine and append tables or files. Importing data basics. Importing a text file and transforming it. Query settings. Appending data. Unpivot.

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings. Revenue procedures. Tax research methodology. Searches.

IRS practice. Representing a client before the IRS.

The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards. Understanding the quality management standards and guidance related to a CPA firm's responsibilities for its system of quality management. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.

What AP needs to do to get ready for the year-end close. This year will be different: getting ready for year end. The last check run. Handling discrepant and outstanding invoices at year end. Handling invoices at year end: getting them into the correct fiscal year. Dealing with the T&E laggards. When the approving manager is the problem. The year end calendar. Handling accruals in accounts payable. A ten step plan to get any organization ready in compliance with the form 1099 reporting rules. Form 1099-MISC: filing for an extension. You're not alone: biggest 1099 and W-9 headaches. Closing tips: eight simple ways to make year end run smoother. The last detail: thanking the staff. Next year will be different: laying the groundwork for a better close next year.

Presentation of financial statements. Liquidation basis of accounting. Income statement. Sections of the statement of cash flows. Notes to financial statements.

Financial planning. Critical issues in managing wealth. Annuities to create a distribute wealth. Long-term care insurance to protect wealth. Facilitating wealth transfer. Wealth accumulation and protection. Income tax planning.

When adopting the accounting and financial reporting alternatives would be to the advantage of private companies.

The qualities of a skeptical auditor and how to utilize skepticism in assurance services.

Overview of project accounting. Project, pricing, billing and revenue. Project costs. Project cost management. Interest capitalization. Additional project accounting topics. Project controls. Project measurements.

Overview of project management. Planning and controlling projects. Project management concepts and process. Using the work breakdown structure to plan a project. Project scheduling. Project control and evaluation. Project control using earned value analysis. Life-cycle costing and target costing. Economic feasibility study for a capital investment project. Managing project risks. Project communication and documentation.

Overview of project management. Project initiation. Project selection. Project phases. Project planning. Trade-off analysis. Change control. Project procurement management. Team development.

Capital gains. Home sales. Foreclosure and repossession. Involuntary conversions. At-risk limits.

The fiduciary nature of property management. Chart of accounts. Basis of accounting. Sample entries. Ordinary repairs and capital expenditures. Property management financial reports. The rental ledger. Common interest realty associations. Essential property management measurements.

The ideal landlord skill set. Landlord location. Tenant location. Property profitability. Lease duration, and more.