CPE & Event Catalog

Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A plus. Stock valuation

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.

What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.

Investors. Tax planning opportunities.

Uncover what makes your firm different. Develop magnetic and authentic brand messaging. Bring your authentic brand to life. Attract the right audience.

Embracing differences and unique contributions. Ethical decision-making in business transactions. Critical thinking skills. Complex problem-solving.

Government Auditing Standards. Yellow Book.

Fraud in nonprofit.

Specialized tax incentives.

Customer value analysis. Portfolio analysis using BCG matrix.

Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats.

Cybersecurity definition and importance. Cybersecurity terminology. Overview of cyber threats. Cybersecurity best practices and tools. Virtual Private Networks (VPNs).

The evolution of cybersecurity. Cybersecurity threats and attacks. Create a security-conscious culture. Apply security countermeasures. Meet regulatory compliance.

Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.

Data driven finance decisions.

Data protection. IRS compliance. Crafting an Effective WISP.

PTIN renewal. Publication 4557. IRS security summit. Form 8821. Scam callers. IRS scams. Cyber warning indicators. IRS dirty dozen.

Define the purpose and audience for your visualization. Select the appropriate visual to tell the story or communicate the message. Focus attention on the key message using data viz best practices. Design professional and accessible visuals and dashboards to build trust. Create meaningful dashboards that tell stories and inspire decision-making. Identify examples of bad data visualization and dashboarding.

Common data sets. How to visualize data sets and interpret results. How to replace manual audit procedures with technology.

Mechanics and timelines of M&A deals. Structures of taxable asset acquisitions and stock acquisitions. Triangular and reverse triangular mergers. Structuring and pricing an acquisition. Tax-free reorganizations. Tax planning for divestitures. Key sections of purchase and sale documents. Case studies with schedules. Tax return forms and elections to be aware of.