CPE & Event Catalog

Key factors for determining if an individual is a good candidate for a 72(t)payment program. Strategies for calculating 72(t) payment amounts. How to avoid transactions that could result in a modification. The exception that allows switching of the 72(t) calculation method. The exception that allows a 72(t)-payment program to be discontinued.

Pricing. Sales and advertising. Inventory. Production shortfalls. Profit targets. Unrealistic break-even point. Excessive cost-to-production volume. Weak sales mix. Potential loss of a contract. Risk-return unbalance. Risk in the industry, and more.

Section 179D.

Fraud.

Current audit requirements.

The 45L Energy Efficient Home Tax Credit.

7 habits of effective auditors.

Search for financially viable solutions. Prune the business. Manage the bottleneck. Advise on acquisitions. Act on risk. Monitor cash flows. Manage strategy. Search for the next crisis

Search for errors. Adjust workloads. Eliminate reports. Close the books fast. Automate transactions. Improve cash flows. Point out financial problems.

General principles of US GAAP and IFRS standards. Rules. Significant differences. Inventories and investments. Similarities. Restrictions. Special considerations.

Mergers and acquisitions. Key concepts. Factors to consider. Impact of a merger. Other matters. Divestiture. Candidate for divestiture. Tax implications. Accounting for divestitures.

Cryptocurrency.

Compilations. Preparation engagements. Efficiency tips.

SSARS 21. SSARS 25. Special purpose frameworks.

Tools for evaluating and summarizing licenses and privacy policies. Definitions of significant terms and concepts often used in software licenses. Review critical terms associated with services like Microsoft 365 or QuickBooks Online.

Multiple contracts with same customer. Enforceability and payment terms. Contract modifications. Cancellations or terminations. Determining performance obligations. Understanding performance obligations. Promised goods or services. Bundled offerings. Changes in customer requirements. Long-term contracts.

Licensing arrangements and intellectual property. Assets recognized from costs to obtain or fulfill a contract. Ensuring completeness. Practices to avoid.

Methods to estimate variable consideration. Constraining estimates. Significant financing components. Accounting for contract modifications. Modification approval assessment. Factors supporting contract modification approval. Modification accounted for as separate contract. Modification not accounted for as a separate contract.

Measuring progress. Output methods. Input methods, and more.

Utilizing Power Query to access data from the web, spreadsheets, folders, and databases. Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel. Producing various reporting documents from data delivered from Power Query.