CPE Catalog & Events

Notice 2022-6. SEPP Penalty Exception. The Age 59 1/2 Factor

Hardware trends. Software innovations. Communication and collaboration tools. Unusual technologies you might have missed. Crucial products to consider for implementation.

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

Delayed Notices. Taxpayer Advocate Report. Taxpayer First Act.

Build Back Better Act. Foreign Tax Credit. Tax Cuts and Jobs Act 2017. Direct Taxes. Indirect Taxes. Transfer Pricing. Treaty Planning.

Form 5471. FDII and GILTI. Section 59A BEAT Tax. Form 8832. Partnerships. Section 1297 PFIC.

Foreign Assets. The FBAR. Foreign Financial Accounts. Financial Interest. Form 8938. Penalties.

CP508C Notice. Serious Delinquent Tax Debt. Foreign Earned Income Exclusion. Foreign Tax Credit. Schedules K-2 and K-3. Nonresident Alien. US Estate Tax.

Revenue from Contracts with Customers. Not-for-Profit Entities. Leases. Accounting for Credit Losses. Issues Related to Covid - 19. Goodwill & Intangible Alternatives.

Quality Management Standards. SQMS 1. SAS 142. SAS 143. Risk Assessment Procedures. SAS 145. The New Requirements Under SSAE 19.

SSARS 25. Review Requirements. SSARS 26. Review of Financial Statements.

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.

Income tax rates. Personal exemptions and phaseout. Child and Dependent Care Expenses Tax Credit. Moving Expense Deduction and Reimbursement. Hope ( American Opportunity) and Lifetime Learning Credits. Health Savings Accounts. Energy- Residential Energy-Efficient Improvements and Home Credits. Business-Corporate Tax Rate Reduced to 21%. Retirement Plans. Estate, GST and Gift Taxes. Residential Clean Energy Credit. Consolidated Appropriations Act of 2023.

The Definition of BI. The Analytics Environment. Microsoft Power BI.

Compilations. Preparation Engagements. Efficiency Tips.

Consistency. SQCS No. 8 and Quality Control. The As-is State to the To-be State. Lean Initiatives.

SSARS 21 and SSARS 25. Special Purpose Frameworks.

Navigating the Standard. Assets Measured at Amortized Cost. Initial Measurement. Factors to Adjust Historical. Collective Basis Evaluation. Judgments for Estimation. Weighted-Average Remaining Maturity Method. Off-Balance-Sheet Credit Exposures. Subsequent Measurement. Collateral-Dependent Financial Asset.

Nature of a Lease. Lease Components. Initial Direct Cost. Lease Consideration. Lease Term. Initial Measurement of Lease Payments. Subsequent Measurement of Lease Payments. Types of Leases. Asset and Liability Recognition. Initial Measurement. Lease Recognition Topics. Variable Lease payments. Lease Modifications. Elections. Sale and Leaseback Transactions. Lease Presentation. Lease Disclosures.

Overview of LOOKUP Functions. VLOOKUP Function. VLOOKUP With IFERROR. Combining VLOOKUPS. VLOOKUP With Other Functions. Using VLOOKUP For Multiple Results. INDEX And MATCH.