CPE & Event Catalog

Tax brackets. Tax credits. Deductions. Education credits. Business deductions and credits. Retirement plan contribution and phaseout limits, and more.

Review the best way to design 3-Statement Modeling, which have been prioritized for presentation and printing. Use separate corkscrews to build debt and equity schedules, including detailed instructions for installing a dynamic revolving line of credit. Understand the correct linkages between the three financial statements and how to use the balance sheet as an error detection system for the model. Discuss the two circular loops in the financial model and how to connect them to a circularity switch to reset the model when needed. Pull important figures from the financial statements into a rich dashboard with graphs highlighting critical model insights. Summarize model checks on the cover page with conditional formatting to alert the user to any areas of concern in the model.

45L Energy Efficient Home Tax Credit.

Circular 230. Compliance vs. advocacy.

7 Habits of effective auditors.

Search for financially viable solutions. Prune the business. Manage the bottleneck. Advice on acquisitions. Act on risk. Monitor cash flows. Manage strategy. Search for the next crisis

Search for errors. Adjust workloads. Eliminate reports. Close the books fast. Automate transactions. Improve cash flows. Point out financial problems

Guarantees. Scope of ASC Topic 460. Measurement of guarantees. Subsequent measurement. Guarantee disclosures. Commitments. Guarantees vs. Commitments. Scope of ASC 440. Recognition requirements. Disclosure requirements.

General principles of US GAAP and IFRS Standards. Rules. Significant differences. Inventories and Investments. Similarities. Restrictions. Special considerations.

Recognize taxpayer rights and responsibilities. Interact with the IRS. Understand enforced collection actions. Make payments over time. Settle taxes with offer in compromise.

Mergers and acquisitions. Key concepts. Factors to consider. Impact of a merger. Other matters. Divestiture. Candidate for divestiture. Tax implications. Accounting for divestitures.

Tax treatment of cryptocurrency.

Tools for evaluating and summarizing licenses and privacy policies. Definitions of significant terms and concepts often used in software licenses. Review critical terms associated with services like Microsoft 365 or QuickBooks Online.

AI key concepts. Machine learning. Algorithms. Technologies in accounting software. Types of AI accounting software. Tax preparation software. Fraud detection software. AI ethics and regulations. Strategies to safeguard data. Ethical AI usage. AI for data extraction, cleansing and normalization. AI in audit and compliance. Technological infrastructure. Tax preparation. Future trends in AI and software for CPAs.

Ethical, compliant AI adoption.

Risk identification. Materiality determinations. Automating audit procedures with AI-driven tools. Detection of anomalies and fraud using AI techniques. Compliance monitoring and regulatory reporting with AI. Best practices for implementing AI tools.

Assessing readiness for AI adoption. Technology infrastructure. Data and availability and quality. Organizational culture and readiness. Integrating AI into existing workflows. Training and upskilling staff. Common challenges and barriers to AI adoption.

Tax preparation. Tax research. Generative AI. How the IRS is using AI.

Accountability and responsibility. Data privacy and security. Data breaches and cybersecurity. Ethical AI usage.

Robotic process automation. Blockchain technology. Quantum computing. Edge computing. Evolution of AI in accounting practices. Future AI legislation.