CPE Catalog & Events

An overview of controls that drive procedures. Considerations for procedural control development. Understanding and controlling risk that arises when organizations change.

Learn everything you need to know but didn't think to ask about email marketing and social media. Learn how and when to communicate with your clients.

Economic update. Leadership and management changes as a result of the pandemic. Expense control that works. Understanding our changing workforce and working environment. Financial risk analysis. Enterprise risk management. Metrics and benchmarking. Improving bank relationships and cash management. Social media's place in our organization.

Sales tax basics, includable gross income, accruing the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology.

Annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. How to avoid common mistakes made while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues. The new audit standard for employee benefit plans.

S Corporation current developments tax planning impact. Compensation planning. Basis in S Corporation stock. Distributions. Use of qualified subchapter S subsidiaries. Liquidations, reorganizations, and redemptions. Estate planning and use of trusts.

Change Learn more about how we can become better at recognizing change and how we can embrace and adapt to the many changes we will continue to see. Learn how to enhance your adaptability so you can thrive in a world of change. Fixing Systems Risk - The Two Keys to Success Too often we work in an environment where one or more systems fail. We will discuss two key causes why most business systems crash. What are the steps to take that will reduce system risk? Why do we unintentionally design systems that are doomed to fail? Dealing with Problem Employees A team member is not performing satisfactorily. We will review a 15-step process to assess all the reasons why they are not performing.

Private company standard setting activities. Recent FASB Accounting Standards Updates (ASUs). Topic 842, Leases. Topic 326 on Impairment. Lessons learned and sustainment efforts related to Topic 606.

Core concepts involved in the single audit. The current requirements relating to the schedule of expenditures of federal awards (i. e. , the SEFA) and how the auditor provides an in relation to opinion on the SEFA. An in-depth, commonsense look at the four-step major program determination process and common problems encountered in its application. Performing the compliance audit of federal awards (i. e. , the auditor's responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement). Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findings. The auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs. Other significant issues (e. g. , key sampling considerations, pass-through entities, and program-specific audits.

How to attract and retain top talent. How to foster a culture of collaboration and innovation. How to build a supportive and inclusive workplace. Best practices for creating a positive work environment, promoting work-life balance, and empowering employees to achieve their full potential.

Understanding the fundamental tenets of blockchain technology. Examples of applied applications of blockchain technology. Identifying leading cryptocurrencies available today. Understanding risks associated with cryptocurrencies.

Timely coverage of breaking tax legislation. Schedules K-2 and K-3 reporting requirements. Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations. Overview of the economics and tax consequences of crowdfunding campaigns. The Centralized Audit Regime, Selected Practice and Reporting Issues What's new?, A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships. Choice of entity issues. Employee vs. independent contractor considerations that companies should be aware of, including the recently reinstated Department of Labor Final Rule. Split-dollar arrangements. A review of like-kind exchange transactions under Schedule 1031. IRC Schedule 163(j)considerations in 2022. State and local taxes pass-through entity workarounds. Carried interest. Accounting method reform. Special basis adjustments. Impact of the net investment income tax on the owners of pass-through entities. Review of the most important business tax cases, revenue rulings, PLRs, etc.

Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims, How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Current trends in personnel-related dilemmas in the accounting industry. Best practices in documenting those difficult conversations. Do's and don'ts of performance management. Understanding what appeals to applicants and what drives employees.

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Key components of business acumen. Decisive discussions and critical thinking. Style preferences and personality types. Rapport and story telling.