CPE & Event Catalog

ERC voluntary disclosure program eligibility. ERC VDP terms. ERC VDP process. ERC VDP consideration.

Employee stock options.

Distinguishing between an independent contractor and an employee.

Major OBBBA changes. Sole proprietor. Partnership. C-corporation. S-corporation. Limited liability company.

Understanding the differences between ethics, morals, and laws. Key technology issues that can impact ethical behavior in businesses. Examples of potential ethical conflicts precipitated by modern technologies.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.

Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The most common formulas and functions used by Excel power users.

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Navigating the complexities of tax preparation after the death of a client.

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal & vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

FBAR rules. Form 8938. FinCEN Form 114.

Basics of gifts. Installment sales. Form 8594.

Who uses Form 4797? How is Form 4797 used to report?

How many corporations, companies, and not-for-profit organizations have committed fraud? Responsibility for detecting fraud. Studying fraud cases. Evolution of fraud audit standards. Definition of fraud. Types of fraud. The 3 characteristics of fraud.

Economic pandemonium. Organizational ability to deal with enterprise risk compromised. Staff expectations and capabilities. Ineffective business principles.