CPE & Event Catalog

Practical tax planning techniques.

Federal K-1. Tax Planning for PTET Credits.

Tax research techniques. The essential tax research steps.

Traditional IRAs. Eligibility rules. Limits on contributions. Considerations. Roth IRAs. Conversions and transfers. Benefit distributions-death before 2020.

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.

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, bankruptcy, and financial problems. Asset protection. Medical costs. Bad debts.

Tax myths busted. Influencer and tax write-offs. Tax Form 1099. Examples of S-corp, LLC sole proprietor path to taxation, and tax write-off situations. Understand and educate on tax myths and their facts behind them.

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.

AI and machine learning trends. Quantum computing in finance. Understanding the growing impact of blockchain and digital currencies in accounting. Software and hardware innovations.

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, and more.

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.

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 (SOC1) Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.

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.

Overview of accounting procedures. Order entry procedures. Credit procedures. Shipping procedures, and more.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Creating a culture of discipline. Project and time management best practices. Avoiding common time wasters. Tips for both getting -- and staying - organized. Managing stress for yourself and others. Managing productive meetings.

Materiality. The audit report. Structure of the report. Related parties. Fraud.