CPE Catalog & Events

The small to midsized business accounting landscape. QuickBooks Online and QuickBooks Desktop. Xero Accounting, Wave Accounting, and Accounting Suite. SMB Solutions from Sage Software. Microsoft Dynamics 365. Zoho Accounting apps. Other solutions, wrappers, and extenders.

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.

65-day rule. Estate and trusts tax rates. Individual tax rates. Form 1041-T.

Social Security and Medicare. Still working as a senior. Retirement distributions. Tax planning. Other planning issues.

Estate tax return. Income tax brackets. Step up in basis. Sale of home. Retirement accounts. Filing an estate. Portability. Form 8971.

The Great Resignation. Basic financial planning. 2022 tax rates. Retirement accounts. NUA. NIIT. Social Security. Healthcare. Reverse mortgage.

Current property. Section 1031 exchange. Qualified opportunity zones. Charitable remainder trust

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

Mindfulness. The compass of mindfulness. 8-minute CPA mindfulness practice. Science of neurology. Application of mindfulness.

Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.

Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.

Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.

"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.

Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.

Boiler and machinery insurance. Business interruption insurance. Commercial automobile insurance. Commercial crime insurance. Commercial general liability insurance. Cyber risk insurance. Directors' and officers' liability insurance. Life insurance. Medical insurance. Political risk insurance. Professional liability insurance. Property insurance. Surety bonds. Surplus lines insurance. State unemployment insurance. Workers' compensation insurance. Reinsurance. Insurance for the home business.

Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.

Managing risks. Selecting insurance companies. Transferring client risk. Marketplace products. Insurance client needs. Insurance contracts. Life insurance policy.

SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.