CPE & Event Catalog

Financial planning framework. Financial planning in tax practice. Business model complications.

Project management principles. Structure of audit projects. Processes and tools. Audit management software. Project sponsor. Project management plan. Project goals. Metric and standards of success. Clear roles and responsibilities. Risk assessment and management. Establishing dates of action. Communication management. Avoiding scope creep.

Standards and fundamentals. Comparing actuals to standards or expectations.

AU - C 700 Series. Significant changes to the auditor's report. SAS No. 134. SAS 135, omnibus statement on auditing standards. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures. SAS 144.

UG update procurement and the supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-type B programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.

Real estate loans. Real estate financing. Fund sources. Mortgage options. Real estate investing fundamentals. Commercial financing. Equipment leasing.

The clearing and settlement process. ACH payments. Wire transfers. The FedNow payment option. The Venmo payment option. The Xoom payment option. The Zelle payment option. Issues favoring electronic payments. Conversion best practices. Electronic payment controls.

The gift tax. Who pays gift tax. The trust concept. IRS Form 709. Computing the gift tax amount. Inter vivos direct skips.

Type of investors. Asset-backed securities. Bond markets. Equity markets. Foreign exchange markets. Future markets. International debt markets. Money market.

Criminals obtaining personal information. Fraud prevention. Password compromising. Monitor your digital assets.

Advantages of having an employee handbook. The construction of an employee handbook. Purpose of the handbook. Hours of work. Payday policy. Vacation policy. Workers' compensation insurance.

A firm's system of quality management. Components and differences SQCS 8. Preparing based on AICPA resources. Documentation of SQM. AICPA practice aid. New risk-based approach.

Business plans. The writing process. Identify the business type. Marketing considerations. Personnel considerations. The projected income statement, and more.

Key trends and statistics. Social anxiety. Work addiction. Reduce number of hours spent working overtime.

Inventory classifications. Inventory systems. Inventory measurements. IFRS and U.S. GAAP convergence.

IFRS financial statements. Introduction to IAS. IASB and FASB joint project.

Acquisition of property, plant, and equipment. Cost after acquisition. Depreciation factors. Depreciation methods. Impairments. Revaluations. Disposal of property, plant, and equipment. Disclosures. IFRS and U. S. GAAP convergence.

Introduction to IFRS. IASB structure and foundation. IFRS Financial Statements. Framework and preparation. Purpose and status, and more.

Legal protections against identity theft. Secure your identity. Minimize further damage. How business and organizations secure personal information. Implement a prevention program.

Lean systems. Customer value through target costing. The value stream. Improving capacity management and flow. Managing pull through the system. Achieving perfection.