CPE & Event Catalog

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.

Presentation of financial statements. Liquidation basis of accounting. Income statement. Sections of the statement of cash flows. Notes to financial statements.

Financial planning. Critical issues in managing wealth. Annuities to create a distribute wealth. Long-term care insurance to protect wealth. Facilitating wealth transfer. Wealth accumulation and protection. Income tax planning.

How the PCC is reshaping financial standards and streamlining processes.

Adopting GAAP alternatives.

Private equity in accounting. Challenges in mergers and acquisitions.

Private foundation excise taxes, generally Form 990-PF, including mandatory e-filing requirements. The fair market value of the foundation's assets. Income distribution requirements. Self-dealing and transactions with disqualified persons. Foreign grant-making and grant-making to private foundations and non-charitable entities in the U.S. Excess business holdings. Program-related investments. Unrelated business income tax.

Professional skepticism.

Overview of project accounting. Project, pricing, billing and revenue. Project costs. Project cost management. Interest capitalization. Additional project accounting topics. Project controls. Project measurements.

Overview of project management. Project initiation. Project selection. Project phases. Project planning. Trade-off analysis. Change control. Project procurement management. Team development.