CPE & Event Catalog

Getting a better return on a financial statement audit.

Foundations of life insurance for high-net-worth clients. Life insurance policy lifecycle overview. Avoiding pitfalls in policy management.

The sequence of meeting events. Group decision making. The meeting room. Attributes of the meeting leader. Additional meeting topics.

Types of businesses. Debt and equity financing. Managing financial assets. Legal considerations. Accounting, cost, and financial analysis. Individual and partnership income taxes. Marketing. Operations. Managing human resources.

Business plans. The writing process. Identify the business type. Marketing considerations. Personnel considerations. The projected income statement. Projected startup expenses, and more.

Human resource job description. Employee leasing. Human resources strategy. Organizational structure. Job analysis. Job titles. Workforce planning. Skill matching. The overtime conundrum, and more.

Application selection. Changes in accounting policies. The use of estimates. Changes in accounting estimates. Prior end errors. Correcting prior period errors. ASC 250 accounting changes and error corrections. IAS 8 and ASC 250.

Capital structures. Basic earnings per share. Diluted earnings per share. Presentation and disclosure. IFRS and U.S. GAAP convergence.

Events after the reporting period. Recognition and measurement. Going concern. Disclosures. IFRS and U.S. GAAP convergence.

Inventory classifications. Inventory systems. Inventory measurements. IFRS and U.S. GAAP convergence.

IFRS financial statements. Introduction to IAS. IASB and FASB joint project.

Acquisition of property, plant, and equipment. Cost after acquisition. Depreciation factors. Depreciation methods. Impairments. Revaluations. Disposal of property, plant, and equipment. Disclosures. IFRS and U.S. GAAP convergence.

Identifying operating segments. Identifying and aggregating reportable segments. Segment disclosures. Entity-wide disclosures. ASC 280 segment reporting. IFRS 8 and ASC 280.

Introduction to IFRS. IASB structure and foundation. IFRS Financial Statements. Framework and preparation. Purpose and status. The difference between U.S. GAAP and IFRS. Expense recognition, and more.

Traditional IRA. Spousal IRA. Roth IRA. Rollover IRA. Inherited IRA. SEP. Simple IRA.

IRC Section 121 and the primary residence.

Categories of hot assets. Potential issues.

IRS collection process. Statute of limitations on tax collections. Taxpayer bill of rights. What to do if you are bankrupt. Tax levies. Tax liens. IRS payment plans. Penalty relief options.

IRS collections. Taxpayer rights. Challenging an IRS decision.

Reasonable cause and good faith. Case law. Revenue Procedure 84-35, 194-1 C.B. 509.