CPE & Event Catalog

Utilizing your team - your whole team. Your company, your experts - your resources. Maintaining relationships with key external parties can be your secret weapon. Building key connections - who, how, and when. Making critical decisions timely. Translating data analytics into what matters. Knowing when to delegate. Gaining knowledge efficiently. Deciphering what to learn. Determining the questions to ask. Becoming the Chief Value Officer. Communicating what drives value. Understanding risk.

How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.

R&D credits. Section 179D. Section 45L. Cost segregation.

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.

Internal audit. Standards. GIAS. Accounting. Internal Controls.

Form 1040 essentials: filing requirements, due dates, and key schedules. Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments). Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits). Self-employment and business income taxation (Schedule C, self-employment tax, business deductions). Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203). Preparer due diligence, Circular 230 compliance, and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates for 2024 and potential changes in 2025.

Emotions. Relationships. Emotional intelligence. Communication.

NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.

Best practices for personal and professional boundaries. 3 types of workplace boundaries. 6 fail-safe ways to implement your boundaries at work. Understanding interference and how to manage related stress. Developing flexibility for efficiency and ease.

Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.

Forensic accounting.

Revenue recognition on contracts with customers.

Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities. Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods. Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities. Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots. Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management. Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis. DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data. Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback. Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts. Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information.  SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services –2018. SSARS No. 25, Materiality in Review of Financial Statements and Adverse Conclusions. SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services. SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement. Sample comprehensive engagement work programs for preparation, compilation, and review engagements.

An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

Scope of FASB ASC 7 40, Tax positions, including uncertain tax positions. Deferred tax assets and liabilities. Permanent and temporary differences. State and local tax accounting. Valuation allowances. Financial statement presentation and disclosure.

Cybersecurity definition and importance. Cybersecurity terminology. Overview of cyber threats. Cybersecurity best practices and tools. Virtual private networks (VPNs).

Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities. Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods. Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities. Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots. Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management. Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis. DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data. Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback. Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts. Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.