CPE & Event Catalog

Evolving trends in the accounting profession, including shifts in supplier dynamics. Advanced software solutions tailored for various service lines and niche markets. Innovative automation tools, with an emphasis on AI and machine learning in accounting. Optimized technology stacks to boost productivity and profitability.

Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.

Credit markets. Credit and collection process. Financial plans. Manage debt and equity mix.

IRS collection alternatives. Determining appropriate collection alternative.

Form 3115. Differences between Form 3115 and 1040X.

Corporate governance and risk management. ESG and DEI trends. National infrastructure. Uncertainty and risk considerations.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

Reasons to be ethical. Basic ethical framework. Staying ethical in times of crisis. Burnout and ethics. 5 stages of burnout. Addressing burnout. Ethical culture warning signs. Supporting an ethical culture.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.

Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.

Investors. Tax planning opportunities.

Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.

PTIN renewal. Publication 4557. IRS security summit. Form 8821. Scam callers. IRS scams. Cyber warning indicators. IRS dirty dozen.

Critical issues affecting the decedent of the deceased.

Contract costs. Disclosures. Construction contractors.

Tax cuts and jobs act. Filing status. Innocent spouse issues.

The tax implications of flipping a dwelling.

Common economic terms. Planning concerns and implications. Product concept. Elasticity of demand. Supply. Activity based costing. Economic value added.

Overview of how firms and businesses currently use automation and outsourcing. Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations. Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology. Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments.