CPE & Event Catalog

The good and bad sides of performance appraisals. The performance appraisal process. Performance review models.

Overview of non-audit service options and when appropriate to apply. Agreed-upon procedure engagements. Assertion-based and direct examination engagements. Compliance attestation special considerations.

Overall insurance concerns. Regulatory concerns, potential exposures. Various risks surrounding the client and how to manage them. Different types of products in the marketplace. The tax consequences of each type of insurance.

Financial planning. Time value applications. Personal financial statements and budgeting. Career planning and financial statements. College education planning. Return and risk of investments. Banking and cash management. Managing debt. Reduce cost of living. Life, health, property and liability insurance. Investment planning. Investing in common stock. Fixed-income securities. Funds and diversification. Retirement and estate planning.

Defining primary personality style characteristics. Determining your own primary personality style and the style of others. Effectively adapting for improving interactions with various personality styles. Leveraging strengths and minimizing the negative impact of personality weaknesses. Applying personality style analysis to real-life situations involving clients, staff, peers and superiors.

Persuasive presentations. The importance of having a connection. The difficult audience member. Effective phrasing. The dress code. Foreign language presentations.

Importance of long-term care planning (LTC). Washington state's LTC trust fund. Consequences of not planning for LTC. Basics of LTC insurance. Cost of LTC and funding options. Types of LTC insurance plans. Tax incentives and planning strategies.

Planning for the surviving spouse.

Assess owner and business readiness for exit. Mitigate business risks. Build a collaborative team of advisors is essential. Follow a structured exit planning framework or process. Develop business using team and strategies.

Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Understand advanced strategies to further enhance the value of your existing data models. Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Recognize how to combine and append tables or files. Importing data basics. Importing a text file and transforming it. Query settings. Appending data. Unpivot.

Gaining the encourage to negotiate General financial negotiation tips Complex sales deals with multiple elements Working the numbers to your advantage Risk financing negotiations Finding new angles and dimensions to negotiate Sharing success with the other party Purchasing negotiations - service and goods Examples in various industries and contexts Key watch outs and lessons learned Some unusual tactics that you can use Ethics in negotiations Bureaucracy

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings and revenue procedures. Tax research methodology. Searches.

Key indicator reporting. People management tips. Innovative negotiation ideas. The fast close. Extra creative thinking for accountants. Minimizing costs. Financial reporting. Straight talk on ethics. Critical steps when you change jobs. Useful technology tips. Getting the most out of your bank. Cash flow crisis. Working with cost-saving consultants.

Negotiating with suppliers. How to talk to your employees and cut payroll costs. Your bank and the crisis. Alternative financing options. Key advantages and watch-outs on some government programs that help. Cost-cutting ideas. Ethics in a cash flow crisis. Tricky situations that arise. Getting outside the box for solutions.

IRS practice. Representing a client before the IRS.

Getting your clients' affairs in order. Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections. Investment assets. Retirement assets and tax bracket management.

Data foundations for prediction. Descriptive and diagnostic analytics review. Forecasting techniques in accounting. Predictive modeling with machine learning. Applications of predictive accounting. Tools and platforms for predictive accounting. Risk, ethics, and limitations. Communicating predictive insights.

Quality management standards and risk-based approach ethics, independence, and NOCLAR. Guidance engagement letters and client acceptance practices. Preparation, compilation, and review engagements. Special purpose frameworks and tax basis documentation standards and peer review readiness. Emerging trends, risks, and professional development.

Basics of trust taxation and types of trusts. Trust accounting income and distributable net income. Distribution rules and deductions. Key taxable items: interest, dividends, capital gains, rental income, pass-through income. Major deductions and limitations, including Section 67 and Form 706 issues. Tax calculations: exemptions, rates, NIIT, estimated tax. Topics such as grantor trusts, elections, and special rules.