CPE & Event Catalog

Importance of long-term care planning (LTC). Washington state's LTC trust fund. Consequences of not planning for LTC. Basics of LTC insurance. Cost of LTC and funding options. Types of LTC insurance plans. Tax incentives and planning strategies.

Planning for the surviving spouse.

Assess owner and business readiness for exit. Mitigate business risks. Build a collaborative team of advisors is essential. Follow a structured exit planning framework or process. Develop business using team and strategies.

Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Understand advanced strategies to further enhance the value of your existing data models. Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Recognize how to combine and append tables or files. Importing data basics. Importing a text file and transforming it. Query settings. Appending data. Unpivot.

Gaining the encourage to negotiate General financial negotiation tips Complex sales deals with multiple elements Working the numbers to your advantage Risk financing negotiations Finding new angles and dimensions to negotiate Sharing success with the other party Purchasing negotiations - service and goods Examples in various industries and contexts Key watch outs and lessons learned Some unusual tactics that you can use Ethics in negotiations Bureaucracy

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings and revenue procedures. Tax research methodology. Searches.

Key indicator reporting. People management tips. Innovative negotiation ideas. The fast close. Extra creative thinking for accountants. Minimizing costs. Financial reporting. Straight talk on ethics. Critical steps when you change jobs. Useful technology tips. Getting the most out of your bank. Cash flow crisis. Working with cost-saving consultants.

Negotiating with suppliers. How to talk to your employees and cut payroll costs. Your bank and the crisis. Alternative financing options. Key advantages and watch-outs on some government programs that help. Cost-cutting ideas. Ethics in a cash flow crisis. Tricky situations that arise. Getting outside the box for solutions.

IRS practice. Representing a client before the IRS.

Getting your clients' affairs in order. Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections. Investment assets. Retirement assets and tax bracket management.

Data foundations for prediction. Descriptive and diagnostic analytics review. Forecasting techniques in accounting. Predictive modeling with machine learning. Applications of predictive accounting. Tools and platforms for predictive accounting. Risk, ethics, and limitations. Communicating predictive insights.

Quality management standards and risk-based approach ethics, independence, and NOCLAR. Guidance engagement letters and client acceptance practices. Preparation, compilation, and review engagements. Special purpose frameworks and tax basis documentation standards and peer review readiness. Emerging trends, risks, and professional development.

Basics of trust taxation and types of trusts. Trust accounting income and distributable net income. Distribution rules and deductions. Key taxable items: interest, dividends, capital gains, rental income, pass-through income. Major deductions and limitations, including Section 67 and Form 706 issues. Tax calculations: exemptions, rates, NIIT, estimated tax. Topics such as grantor trusts, elections, and special rules.

Preparing and reviewing workpapers for higher quality audits.

The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards. Understanding the quality management standards and guidance related to a CPA firm's responsibilities for its system of quality management. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.

What AP needs to do to get ready for the year-end close. Getting ready for year end. The last check run. Handling discrepant and outstanding invoices at year end. Handling invoices at year end: getting them into the correct fiscal year. Dealing with the T&E laggards. When the approving manager is the problem. The year end calendar. Handling accruals in accounts payable. A ten-step plan to get any organization ready in compliance with the form 1099 reporting rules. Form 1099-MISC. Biggest 1099 and W-9 headaches. Closing tips. Laying the groundwork for a better close next year.

Develop a presentation style. Presentation skills to impact the audience. Powerful and memorable conclusions. Cultivate confidence to build credibility and trust with the audience.

Creating effective slides. Preparing to present. Managing nerves. Setting up the room. Managing questions and answers.

Pricing for profit. Constraint-based pricing. Target costing.