CPE & Event Catalog

Overview of segment reporting. Segment disclosures. Entity-wide disclosures. The competitive harm issue. Illustration-Microsoft segment reporting.

Selected business expenses. Section 162. Rent expenses. Deductible taxes. Amortization. Depreciation.

Assertion protection. COBRA coverage. Bankruptcy. Priorities. Divorce settlements and divisions. Employment. Unemployment compensation. Worker's compensation. Social security. Retirement benefits. Foreclosure. Torts and person injuries. Personal injury awards.

Balance aggression and caution. Focus on areas of competence. Insist on the best possible management team. Swarm on problems. Organize and plan. Focus on a few decisions. Think long term.

Current landscape of small business accounting software. Strengths and limitations of critical solutions. Effective add-ons and integrations. Implementation strategies.

Common challenges associated with implementing appropriate internal controls in small business environments. Fraud in small business environments. Internal control options in small business accounting software. Understanding the need for application controls and general controls.

The sources of tax law. Types of taxes. Tax credits. Long-term business assets. Business losses. Payroll issues. Payroll tax withholdings. Tax remittances. Remittance method. Fringe benefits. Pension plans. Retirement planning services, and more.

Social engineering fraud schemes. BEC scam.

Introduction to social media. Social media tools. Social media marketing. Launching a social media campaign.

Tax economics. Installment sales and time value of money. Mortgage finance. Homes sales and like-kind exchanges. Involuntary conversions. Passive loss and at-risk rules, and more.

Change from GAAP to an SPF. Financial statement theory. Economic resources and claims. Changes in resources and claims. Recognition and measurement issues. Presentation and disclosure. Disclosure guidelines. Major differences between FRF-SME and the tax basis of accounting. Sections of the FRF-SME.

Accounting for broadcasters. Accounting for cable television. Accounting for film production and distribution. Entertainment. The revenue recognition model. Licenses of intellectual property.

Overview of standard costing. How to create a standard cost. How to account for standard costs. The controllable variance. How to report variances.

Fundamentals of reporting and analysis. Gross vs. net cash flows. Preparation of cash flow statement.

Understanding the basic concepts. Comparing periods to identify cash flows. Categorizing the cash flows. Selecting your presentation. Preparing the statement. Preparing disclosures. Documenting your work.

Professional requirements. Engagement acceptance. Gathering information. Preparation of financial statements. Disclosures. Reports. Documentation. Client representation letters. Guidelines for specific presentation. Considerations for an SPF. Compilation requirements.

Determining current tax position. Determining the deferred tax position. Identify any unrecognized tax positions. Considering any special issues. Preparing disclosure.

Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.

Understanding the requirements. Enrolling in the program. Understanding the process. Preparing your quality control document. Documenting your monitoring. Scheduling your peer review. Submitting your engagement list. Reviewing your documentation. Being aware of the problem areas. Submitting your engagements. Experiencing your peer review.

Impact of government spending and deficits on your organization. Competing in global economy. Impact of social security funding on employee. Retirement guidance. Growth and sales through distressed company. Acquisition. Pave the way ahead for the financial executive.