CPE & Event Catalog

Tax reform. Expiring provisions.

Tax research techniques. The essential tax research steps.

Tax return preparer responsibilities. Practitioner duties and restrictions. Sanctions for regulation violations.

Life insurance death benefits. Life insurance policy living proceeds.

Qualified retirement plans. Tax treatment of qualified plans. Annuities.

Health insurance coverage. Personally owned health insurance. Employer-paid health insurance. Tax favored health plans. Medical savings accounts. Health savings accounts. Disability and long-term care insurance coverage. Disability income policies. Qualified long term care insurance policies.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting. Elimination. Estate planning. Asset protection.

Bankruptcy. Transfers incident to divorce. Asset protection. Medical, charitable and casualty. Debt cancellation and foreclosure. Repossession. Bad debts. Elderly and disabled planning. Estate planning.

Tax exemption and the many types of tax-exempt organizations. Private foundation versus public charity Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024. Intermediate sanctions, private inurement and private benefit. Public support. Unrelated business income tax, including Final Treasury Regulations. Special rules for advertising, bingo, and trade shows. Update on recent developments.

Walkthrough of accounting methods and relevant elections under IRC 460. Illustrative examples and analysis. Review of pertinent cases and revenue rulings. Update of other IRS activity, including recent Tax Reform.

Information security terminology. Hacker interest in tax professionals. The goal of information security. How to spot data theft. IRS commentary on information security. FTC privacy rules. Insurance options. Fire mitigation activities. How to deal with a data breach.

Break-even and contribution margin analysis. Understanding and applying the time value of money concept. How to assess capital expenditure proposals for strategic decision making. Analyzing financial statements for financial fitness. Analyzing quality of earnings and using variance analysis for cost control. Analysis of segmental performance and profit variance. Evaluating divisional performance. Analyzing working capital. Corporate investments. Obtaining funds . Analyzing mergers and acquisitions. Forecasting and financial planning. Financial forecasting and budgeting tools. How to use corporate planning models. Optimization techniques, financial modeling and executive training.

Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications such as Excel and Adobe Acrobat DC.

Forensic accounting and litigation support. Expert witness preparation and testimony. Legal standards for admissible expert opinions. Communication strategies for courtroom effectiveness.

Generally accepted audit requirements related to testing controls for operating effectiveness. Identifying key controls that may prove effective and efficient to test in a control reliance strategy. Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control. Leveraging audit evidence available through Service Organization Control Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.

Business succession.

Understanding public support and Schedule A. Reporting compensation accurately on Schedule J. Disclosing lobbying activities on Schedule C. Avoiding common mistakes in disclosures. Clarifying related organization reporting rules. Effective strategies for transparency and compliance. Enhancing nonprofit planning through Form 990.

Overview of the Power Platform and its components. Review examples of business processes that may benefit the most from using automation. Discussion and demonstration of its low-code, no-code app development environment.

Divorce and alternative dispute resolution.

Overview of accounting procedures. Order entry procedures. Credit procedures. Shipping procedures. Customer billing procedures. Collection procedures. Cash receipts procedures. Purchasing procedures. Procurement card procedures. Expense report procedures. Petty cash procedures. Receiving procedures. Accounts payable procedures. Inventory procedures. Payroll procedures. Fixed asset procedures. Treasury procedures. Closing the books procedures.