CPE & Event Catalog

Closing books. Financial statements. Public company financial reporting. Business ratios. Rationales.

Management reports. Cash receipts management. Collection tactics. Budgeting. Capital budgeting.

Types of employment. Employment laws. Additional employment concepts. Categories of employment discrimination. Interviewing issues. The employee manual. Employer rights. Dealing with labor unions.

Where you can use the LLC structure. Which entities can own an LLC. The capital structure of an LLC. Member management of an LLC. LLC tax filing. The LLC operating agreement. Business type comparison.

Overview of marketing. Types of marketing strategy. Stages of marketing strategy. Marketing control. The coordinating role of marketing, and more.

Payroll management. Accounting for payroll. Accounting for stock-based compensation.

Estate planning. Estate and gift taxes. Plans, devices and techniques.

Estate planning. Annual gift tax exclusion. Family documents.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Post-mortem planning and tax return requirements.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities and buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Estate planning with business issues. Qualified terminable interest property trust. Special business issues.

Estate tools and trusts.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U. S. GAAP. Transition requirements. FASB technical agenda, and more.

S corp general taxation. Preparing form 2553. Fixing S-elections. Stock basis ordering rules. S corporation health insurance.

Advanced strategies for managing IRS audits and appeals.

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.

Excel charts and visualizations. The worksheet ribbon. Chart overview. Chart sheets. Advanced charting practices. Sparkline graphics. Custom number formats and shapes. Excel dashboarding.

Pivot tables. The worksheet ribbon. Pivot table data analysis. Goal seeking.

The worksheet ribbon. Importing and cleaning data. Validating data. Worksheet outlines. Lining worksheets. Protecting data.