CPE & Event Catalog

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

Revenue recognition timing. Financial engineering. Tax planning. Big bath accounting. Accounting policy changes. Round-trip transactions. Income smoothing. Cost cutting timing.

The Big Beautiful Bill. Rates, standard deduction, exemptions and credits. Estate, GST and gift taxes. Business taxation. Compensation.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control principles. Terminating controls. Customer billing process overview.

Historical development. Blockchain key concepts. Blockchain vs. Ai. How blockchain works. Transaction process. Consensus mechanisms.

Historical development. Blockchain key concepts. Blockchain vs. AI. Blockchain vs. traditional databases. How blockchain works. Consensus mechanisms. How can CPAs use blockchain technology. Overview of crypto assets. U.S. GAAP guidance. Scope criteria for crypto assets. Scope application examples. Recognition of crypto assets. Private company considerations.

Tax planning.

Brand discovery. Brand marketing. Core values. Getting seen online. Audience marketing.

Brazen employee theft.

U.S. GAAP accounting principles and SEC reporting requirements.

Going concern uncertainty. Conditions and events that may raise substantial doubt. Reorganization accounting. Scope of ASC 852. Chapter 11 process. Overall financial reporting impacts. Financial reporting impacts. Quasi-reorganizations.

7 key managing skills. Managing using EQ. That link between manager and leader. Relationships as a trusted advisor.

Budget-centric features in Excel. Capital budgeting techniques. Working with Solver and Scenario Manager in budgeting and forecasting environments. Collaboration issues, version control, and audit history.

The what and why of budgeting. Types of budgets. Advantages and disadvantages of budgets. Strategic planning. Control, evaluation and analysis. Plans and planning. Budget process. Budget audit. Regression analysis. Cost controllability. Organization structure, and more.

Cost-volume-profit analysis. The revenue budget. The production budget. The direct labor budget. The cost of goods sold budget. The research and development budget. The capital budget. The master budget. Flexible budgeting.

Recognizing and managing workplace stress. Strategies for preventing burnout and fatigue. Enhancing focus and productivity through stress management.

GAAP compliance. Financial disclosure requirements. PCAOB standards.

Moving from traditional compliance work toward advisory services.

Business combinations. Consolidated financial reporting.

Business combinations. Equity method. Goodwill impairment. Financial statement consolidation. Accounting integration.