CPE Catalog & Events

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.

Income for seniors: earned and investment. Deductions: bunching, tracing, minimizing. Effect of income tax strategies on an estate plan.

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

Life insurance death benefits. Life insurance policy living proceeds.

Pandemic effects on healthcare organizations. Covid regulatory issues. Telehealth implementation: lessons learned.

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

The balanced scorecard.

Performance cycle. How to prepare a review. How to deliver a review.

Diversity. Equity. Inclusion.

What Sustainability is in today's world and why a business owner should care. How Sustainability Frameworks are starting to shift business. Where accounting fits into the Sustainability and ESG puzzle. The benefits of embracing Sustainability frameworks. A focused look at B Corporation certification.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.

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

Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets management. Accounts payable management. Equity management. Payroll management. Department management. Closing the books. Financial statements. Public company financial reporting. Management reports. Ratio analysis. Budgeting. Capital budgeting. Computer system selection and installation.

Behavioral profiling. Psychology and reasoning related to both investigators and perpetrators.

The neuroscience of psychopathy. The psychology of skepticism. Psychology and reasoning related to both investigators and perpetrators.

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.

Building an effective time management framework. Three time factors-time wasters, time savers and time management techniques. Managing "oneself" to improve the management of time.

Exemptions and exclusions. Portability and step-up in basis. Asset valuation. Discounts. Marital and charitable deductions. Transmission expenses and administration expenses (706 or 1041). Income in respect of a decedent and retirement plan assets. Life insurance and annuities. Trust or estate administration. Trust funding.