CPE Catalog & Events

IRS Audit Selection Techniques.

Covid-19. Liens. Levies. Streamlined Installment Agreements.

Delayed Notices. Taxpayer Advocate Report. Taxpayer First Act.

Schedule K-2 and K-3 FAQs. Tax Practitioner Planning. Form 1116 Exemption Exception.

Annual inflation adjustments. Tax qualified long term care premiums. HSAs. Standard Mileage rates. Taxability of earnings. Retirement income reporting and taxability. Proprietorship income. Capital gains and losses. Standard deduction eligibility. Itemized deductions, Schedule A. Tax credits. General income tax review. Preparer practices, procedures, and responsibility.

SALT Deduction Cap Workarounds. IRS Notice 2020-75. Build Back Better Act. PTE Taxes. AB 150. Credit Ordering. Governor's Proposed Budget.

Role of an Accountant. Chart of Accounts. General Ledger and Trial Balance. Accounting Procedures Accounting for Receivables. Accounting for Investments. Accounting for Inventory. Accounting for Property, Plant, and Equipment. Accounting for Intangibles. Accounting for Equity. Revenue Recognition. Accounting for Payroll. Accounting for Stock-Based Compensation. Accounting for Income Taxes. Accounting for Business Combinations. Foreign Currency Matters. Accounting Changes and Error Corrections. Closing the Books. Financial Statements. Public Company Financial Reporting. Management Reports. Cash Receipts management. Collection Tactics. Payroll Management. Budgeting. Capital Budgeting. Business' Ratios. Cost Object Analysis.

Invoice delivery and processing. Payment technologies. Regulatory issues affecting the payment process. Travel and entertainment. Master vendor file and the raft of new frauds focused on it. Staffing.

Invoice handling. Payments. Basic regulatory issues impacting AP. Fraud prevention. Unlocking hidden cash reserves.

Types of Exams. Compliance Center Audits. Audit Plans. Indirect Methods. Requesting Documents from IRS. SOL. Waivers. Burden of Proof.

Corporate Tax Rate. Billionaire Tax. Capital Gain Recognition. Partnership Provisions. Estate and Gift Tax. International Tax Changes. 1031 Exchanges. Form 8938. Student Debt.

Main Provisions of the ASU. Assets Measured at Amortized Cost. Initial Measurement of Expected Losses. Subsequent Measurement of Expected Credit Losses. Financial Statement Disclosures. Available-for-Sale Debt Securities. Subsequent Measurement. Financial Statement Disclosures. Comparison to IFRS 9.

What is Blockchain. Buying and Storing Cryptocurrency. Investors. Miners. Tax Planning Opportunities.

Investors. Tax Planning Opportunities.

Economic Outlook for 2021-22. Resiliency in Recovery. Cybersecurity and Privacy. Global Economy Trade Wars, China, 5G, and US Global Preeminence Under Threat. Data Analytics, Transforming the Accounting Profession. Environmental (ESG) Reporting.

Earned Income Credit Rules. Due Diligence Requirements. EIC Disallowance.

What is a required minimum distribution for an account owner? What is a required minimum distribution for a beneficiary IRA? Key changes and explanations provided under the IRS proposed RMD regulations. The various responsibilities for interested parties. Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions. NEW How the IRS's interpretation drastically changes the way the 10-year rule works for certain beneficiaries.

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

Accounting for Receivables. Accounting for Investments. Accounting for Inventory. Accounting for Property, Plant, and Equipment. Accounting for Intangibles.

Key features for choosing a retirement plan for a small business. Key questions an advisor must ask a small business owner to help determine suitability for a retirement plan. Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA. How SEP and SIMPLE IRAs benefit the small business owner. How SEP and SIMPLE IRAs benefit employees of small businesses. The tax benefits that help to offset the cost of employer contributions. How to determine which business is eligible to adopt a SEP or SIMPLE IRA. How to determine which employees must be covered.