CPE & Event Catalog

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities and buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Estate planning with business issues. Qualified terminable interest property trust. Special business issues.

Estate tools and trusts.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U. S. GAAP. Transition requirements. FASB technical agenda, and more.

S corp general taxation. Preparing form 2553. Fixing S-elections. Stock basis ordering rules. S corporation health insurance.

Advanced strategies for managing IRS audits and appeals.

Prohibited expenditures. Late submissions. Mileage overstatements. Card misuse. Cash advances. Payables department review practices. The escalation process. Training first-level supervisors. T&E policy updates.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Fair value accounting. Fair value option. Fair value in asset and liability evaluation.

Basic marital tax matters. Children. Education. Medical, charitable and casualty. Home sales and moving expenses. Home mortgage interest. Transfers incident to divorce. Alimony and child support.

Family tax planning. Divorce costs. Dependent care assistance. Qualified tuition programs. Home sales. Alimony. Property rights.

How much do you need to retire? Defining retirement. Determining retirement costs and income needs. Savings and assets. Social Security benefits and retirement planning. Retirement benefits. Total disability benefits, and more.

Fast track retirement planning. Assets. Social security. Distributions from retirement plans. Estate planning.

Changes in various tax limits. Tax credit changes. PPACA related tax changes. Changes in Archer MSAs, HSAs, and IRAs. Secure Act 2.0.

Fiduciary accounting. Initial and subsequent transactions. Carrying value. Asset topics. Undistributed income. Allocation topics. Administration charges. Cash accounts. The total return concept. The fiduciary's power to adjust. Significant laws.

The complexities of tax preparation after the death of a client.

Overview of financial analysis. Accounting issues impacting the financials. Cost-volume-profit analysis. Cost object analysis. Credit decisions. Financial leverage. Dividend analysis. Interest rate risk analysis. Managing the rate of growth. Discounted cash flow techniques. The lease or buy decision. The enhancement of shareholder value.

Financial markets and intermediaries. Interest rates. Central banking and monetary policy. Money markets. Capital markets. Foreign exchange markets. Derivatives markets.

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal & vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

Fixed asset classification. Capital budgeting fixed assets. Fixed asset recognition. Asset retirement obligations. Fixed asset depreciation. Fixed asset disclosures. Fixed asset record keeping. Fixed asset audit procedures.