CPE & Event Catalog

Authoritative guidance. Key dates and timelines. Specific entity requirements. Subsequent event classification. Recognized subsequent events. Nonrecognized subsequent events. How best to identify subsequent events. Controls related to subsequent events. Auditor considerations. Special topics

Substantive analytic procedures.

Mindset for impactful feedback. How to make feedback actionable. Checking in.

Succession planning. The succession planning process. Succession training. CEO succession planning. Succession planning metrics. Succession planning failures.

Leadership and succession. Understanding the generations. Understanding influence. Using influence to motivate all generations.

Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.

Different ways to appropriately motivate others for performance, including nonmonetary awards. Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success. Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients. Giving constructive negative feedback to staff, including creating an action plan for improvement.

What is GAAP? Scope consideration. Annual qualitative disclosure requirements. Interim disclosure requirements.

Supply chain management. Global sourcing issues. Supplier rewards. The bullwhip effect. Supply chain financing. Types of quality. The cost of quality. Quality assurance. Quality metrics. Types of transport. Warehouses. Reverse logistics. Software applications.

Concept of strategy. Strategic optimization.

Introduction to array formulas. Using array formulas. Dynamic arrays and spill functions. Advanced array functions. Using array constants.

Understanding GenAI. GenAI players. Tax profession and GenAI. GenAI prompts.

Overview of the various types of advice tax professionals provide clients. The preparer penalties The duty to advise clients with regard to potential taxpayer penalties. The primary AICPA rules with regard to advising and communicating tax advice Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority. The Federally Authorized Tax Practitioner (FATPs). Understanding the attorney-client privilege. The Section 7525 Statutory Privilege and Limitations. The Work-Product Doctrine and Privilege and Limitations Kovel Engagements and Limitations.

Social Security and Medicare. Working as a senior. Self-employment and business structure. Retirement plans and savings options. Tax planning for seniors. Deductions and credits. Retirement distributions. Housing and downsizing decisions. Helping family financially.

TCJA provisions affecting tax preparation. Itemized deductions Schedule A. TCJA provisions affecting individuals. Estate and gift tax exclusion. Business-related TCJA provisions affecting individual taxes. Schedule C provisions.

Tax elections for various entities. Tax elections relevant for accounting matters. Tax elections involving special items. Key compliance procedures concerning return preparation of original and amended returns. Understanding key procedures about IRS examination. Understanding key relief provisions for oversight, errors and later discovered facts or information.

Discussion of appropriate entity selection and small taxpayer status. Walkthrough of costing methods and compliance issues under IRC 263A. Analysis of IRC 461 related to economic performance Illustrative examples and analysis. Sample computations for homebuilder unit costing. Recent IRC 263A challenges by the IRS. Update of related cases and issues.

Filing the last married tax return. Dividing the house. Dividing the investments. Dividing the pensions. Alimony and child support. Premarital agreement. Last married tax return.

Tax planning for the average taxpayer.

Income for seniors. Tax deductions.