CPE & Event Catalog

The rules for making contributions to Traditional IRAs and Roth IRAs.

Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting. Elimination. Asset protection, and more.

Year-end close. Receivables yea-end. Inventory year-end. Fixed assets year-end. Payables year-end. Payroll year-end. Public company year-end. Closing checklist.

Types of audit engagements. The nature of GAGAS requirements. Independence and professional judgement. Competence. Quality control and peer review. Standards for financial audits. Compliance with GAGAS.

Determining an appropriate sense of quantitative and qualitative materiality. Identifying the critical components of the financial statements that matter most to financial statement users. Evaluating where the financial statements are most likely to contain material fraud and error and ensuring adequate internal control and monitoring to mitigate those risks.

Fundamentals. Practical applications.

Advanced Automation Strategies: Best practices for starting or enhancing your automation journey. Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools. Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows. Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects.

Required Minimum Distribution. SECURE act 2. 0. Who is subject to RMDs by Account Types? How to calculate owner RMDs. Determining the FMV. QCDs as RMD: Case Studies.

The top accounting, financial reporting, operational, compliance, and other challenges that nonprofits face.

Best practices for creating, editing, and managing PDFs. The process for creating and distributing PDF forms. Integrating PDFs with other applications. Securing your PDFs.

Change that is coming to accounting and finance space.

Strategic leadership.

Travel expenses. Categories of business travel expense. Local transportation. Automobiles. Entertainment. Substantiation, and more.

Treasury management. Bank relations. Cash concentration. Cash forecasting. Clearing and settlement systems. Investment management, and more.

What is a true sale opinion, and when does it come into play. True sale opinion language. What are the audit impacts from restrictions on use. Conditions for sale accounting.

Source materials. IRS presidential audits. Audit issues identified. Defending the former president or your client.

"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.

Trust terminology. Marital trust vs credit shelter trust. QPRTs. Berkshire Hathaway stock.

Sole proprietorship. General partnership. Limited partnership. C corporation. Limited liability company. S corporation. Business type comparison.