CPE & Event Catalog

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.

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.

Crime epidemics. The threat prevention. Account takeovers. Prevent CEO fraud. The last vulnerability. Protect your networks.

Connecting to external data sources. Relating multiple tables to create Data Models. Summarizing and analyzing data. Using DAX to create user-defined calculations

PTIN renewal. Publication 4557. IRS Security Summit. Form 8821. Scam callers. IRS scams. Cyber Warning indicators. IRS dirty dozen.

Contract costs. Disclosures. Construction contractors.

Five attributes of audit finding. Improve finding's presentation. Techniques for finding's results. Techniques to develop recommendations.

Data science and big data. Robotic Process Automation (RPA). Machine learning. Artificial intelligence. Blockchain, cryptocurrency, and stable coins. 5G. Quantum computing. Other emerging technology. 3-D printing. Robotics, drones, and autonomous vehicles. VR and AR.

Compensatory stock. NQs, RSUs, ISOs, and ESPPs. Stock option reporting. An opportunity to plan. Other special circumstances.

401(k) plans. Qualified disaster loans. Early distribution penalty exceptions. Form 5329. Required minimum distributions. Roth 401(k) vs. Roth IRA. Mega Back Door Roth IRA.

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.

Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.

Prevent social security fraud. Prevent identity theft. Prevent scams. Prevent mortgage fraud. Prevent tax fraud.

Five-step disaster recovery cycle. Disaster recovery. Uncommon disasters. Common disasters. Preparing for disasters. Surviving disasters.

Personal financial planning. Insurance issues. Selecting insurance companies.

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 and vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.