CPE & Event Catalog

The need for disability insurance. The cost of disability insurance. Understanding policy components. Filing a claim.

Types of employment. Employment laws. Additional employment concepts. Categories of employment discrimination. Interviewing issues. The employee manual. Employer rights. Dealing with labor unions.

Types of expenditures requiring life insurance coverage. How much life insurance is enough? Expectations for life duration. The life insurance underwriting process. Types of life insurance. Term life vs. permanent life insurance. Useful policy riders. Tax implications of life insurance. Transferring policy ownership. The selection of a life insurance company. Determining the amount of an insurance payout. Obtaining a claim payout. Accounting for business-owned life insurance.

Where you can use the LLC structure. Which entities can own an LLC. The capital structure of an LLC. Member management of an LLC. LLC tax filing. The LLC operating agreement. Business type comparison.

Benefits of preparation. Range of long-term care. Care requirements for those with Alzheimer's disease. Facility selection considerations. Medicare long-term care benefits. Legal matters.

Overview of marketing. Types of marketing strategy. Stages of marketing strategy. Marketing control. The coordinating role of marketing. Marketing fata accumulation. Customer behavior. Influences on customers purchases. The buyer decision process. Stages of buyer acceptance, and more.

Overview of nonprofit fundraising. Fundraising ethics. Donor behavior. Fundraising planning. Developing a cogent case for donations. Types of fundraising. Donor retention and development. Fundraising events. Measuring fundraising performance. Fundraising best practices.

Payroll management. Accounting for payroll. Accounting for stock-based compensation.

Essentials of remote work. Management of remote workers. Maintenance of the corporate culture. Employee recognition software. Dealing with social isolation. Handling the work/life balance. Family intermixing concerns. Setting up boundaries. Maintaining your energy level. Tips for reducing employee fatigue, and more.

The historical development of transfer pricing rules. The objectives of transfer pricing regulation. The role of transfer pricing in international taxation. Common misconceptions and challenges in transfer pricing. Core principles of transfer pricing. Transfer pricing methods. Comparability analysis. Intra-group transactions. Common errors in transfer pricing analysis. Dispute resolution and risk management. Ethical considerations in transfer pricing. Industry-specific issues. Financial reporting issues. The role of technology in transfer pricing compliance. Landmark transfer pricing cases.

Estate planning. Estate and gift taxes. Plans, devices and techniques.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Post-mortem planning and tax return requirements.

Property ownership rules. Itemizing your property. Types of beneficiaries. Explanations for beneficiaries. Disinheritance. Assigning responsibility for raising your child. Property management options. Leaving property to other children. The need for a will. Types of wills. When to use probate. Advantages of a living trust. Essentials of joint tenancy, and more.

Estate planning. Annual gift tax exclusion. Family documents.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities & buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Estate planning with business issues. Qualified terminable interest property trust. Special business issues.

Estate tools and trusts.

Ethical dilemmas in representation. Circular 230.

Whistleblowing. Whistleblowing by the auditor. Sarbanes-Oxley whistleblower protections. Dodd-frank whistleblower program. False claims act. IRS whistleblower program. Audit committees. Codes of ethics. Tax return positions. Fiduciary basics. Types of trust. Trustee responsibilities.