CPE & Event Catalog

Revocable trust. Estate planning with gifts. Portability. Adequate disclosure. DAF vs. private foundation. ILIT issues. Taxation of annuities.

Basic fringe benefits. Fringe benefit plans for S Corporations. ERISA compliance.

Basic marital tax matters. Divorce costs. Alimony. Living together married vs. unmarried.

Overview of Lookup Functions. Using VLOOKUP For Multiple Results. VLOOKUP searching in a different column for a match. HLOOKUP function. INDEX and MATCH. XLOOKUP

The normative approach. The intuitive approach. Virtue ethics. The descriptive approach. Contextual factors. Ethical infrastructure. Fairness of the decision making process. The role of leaders. Employee interaction with management. Why employees violate their own ethical standards. Group effects. Whistleblowing. Fraud triggers. Fraud addiction. Lying during negotiations.

The nature of fraud. The fraud triangle. Characteristics of fraudulent behavior. The impact of dominance in behavior. Ethics as learned behavior. The CEO and CFO relationship. The role of emotions in triggering fraudulent behavior. What fraud perpetrators desire.

Improving collaboration. Managing conflict. Behavior.

IRS compliance guidelines automation for accountants. Federal tax updates. Artificial intelligence in accounting. Internal controls. Audit report writing. Tax planning strategies.

Consequences of misconduct under AICPA guidelines.

Managing the AP function. Internal controls. Fraud prevention, and more.

Receipt of invoices. Invoice handling. Invoice data requirements. Verifying invoice data. Invoice coding standards. Short paying invoices. Handling unidentified invoices. Handling invoices without invoice numbers. Discrepant invoices.

Cash receipts and disbursements method of accounting, including history. Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3). Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28. NAICS codes. Accrual of income and expenses, including history. Economic Performance and Recurring Item Exception, IRC Sec. 461(h). Deferral of Certain Advance Payments (Revenue Procedure 2004-34). Changes made to the above by the 2018 Tax Cuts and Jobs Act.

The case for better business writing. The mindset. The writing process. The opening, middle, and close. Types of sentences. Proper paragraph structure. Tips for better business writing. Correct grammar. Writing emails. Writing social media posts. Writing blog posts. Writing complaint letter.

Practical opportunities to leverage artificial intelligence and automation in business settings. Potential risks associated with using AI and automation, including inherent ethical issues. Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier.

The types of reports available in QuickBooks Online, by subscription level. Customizing reports to meet your needs. Spreadsheet Sync in QuickBooks Online Advanced.

Belonging and social responsibility. Belonging in the workplace. Cultural awareness and belonging. Belonging strategies for leadership. The business case for belonging. Building a culture of belonging.

Limitations of traditional forensic accounting methods. Leveraging public records and open sources. Intelligence and asset search techniques. Enhancing investigations and recoveries.

Management risks. Nonaudit services. Engagements. Peer review risk.

Federal tax updates. IRS compliance guidelines. Tax planning strategies.

Federal tax updates. IRS compliance guidelines. Tax planning strategies.