CPE & Event Catalog

Proven tips and techniques for ensuring your firm has the capacity to grow and expand.

Guide to analytical procedures. Levels of assurance provided. Examples of analytical procedures. Analytic procedure case study. Proposal adjustments based on analytical procedures.

Key terminology. Characteristics of audit sampling. The audit sampling process. Audit sampling in tests of controls. Sampling for substantive tests of details. Monetary unit sampling. Classical variables sampling.

The experienced auditor standard. Types of working papers. Organization of working papers. Final file. Auditor legal liability issues. Confidentiality issues. Ownership of working papers.

The reasons of plaintiffs. Common law liability. Statutory law liability. Criminal liability for auditors. Auditor risk mitigation.

Considerations when selecting a data analytics procedure. Use of visualization techniques. Data access concerns. Conducting a data analytics procedure.

Early distribution penalty exceptions.

Individual tax elements. Property transfers and retirement plans. Losses, AMY and compliance. Business forms and characteristics. Corporate formation and capitalization. Corporate principals and employees. Basic fringe benefits. Business entertainment. Insurance. Nonqualified deferred compensation. S corporations. Business dispositions and reorganizations.

IT auditing. Audit process. Auditing it governance. Auditing entity-level controls. Auditing cybersecurity programs. Auditing data centers. Auditing networking devices. Auditing windows servers. Auditing web servers and web applications. Auditing databases. IT auditing efficiency.

IRA. Roth IRA. Caps on IRA contributions. Rollover options. Allowable distributions. Taxability of IRA interest. Inherited IRAs. Applicable tax forms.

Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.

Health care entity overview. System of accounting. Not-for-profit accounting and reporting. Governmental accounting and reporting. Cash and receivable accounting. Inventory accounting, and more.

PPACA provisions. Personal tax changes. Employer tax changes.

Hedge accounting. Types of hedges. Hedge accounting steps. Cash flow hedges.

Business or hobby. Hobby expenses. Nine relevant factors.

Home office deduction. Qualifying for a deduction. Calculation the deduction. Sale or exchange of the home. Recordkeeping recommendations.

Qualifying for a home office deduction. Figuring the home office deduction. Deducting and recordkeeping.

Hospitality accounting. System of accounting. Financial statements. Receivables and payable accounting. Payroll accounting, and more.

Specialized accounting for the hospitality industry. The USALI structure.

The management aspect of accounting for the hospitality industry.