CPE Catalog & Events

Pricing. Unrealistic break-even point. Excessive cost-to-production volume. Weak sales mix. Potential loss of a contract, and more.

Case Law. Safe Harbor.

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

FBAR. Form 8938.

IRS Audit Selection Techniques.

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

Planning with SCINs. Taxation of GRATs and GRUTs.

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.

Planning for Mergers and Acquisitions. Deciding on Acquisition Terms. Grading Criteria. Objectives and Types of Divestitures. Asset Valuation Methods. Accounting for Divestitures. Liquidation Process.

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

Changes in Accounting Principle. Changes in Accounting Estimate. Changes in Reporting Entity. Correction of an Error in Preciously Issued Financial Statements. Corrections Related to Prior Interim Periods. Materiality of an Error.

Accounting Controls Environment. Order Entry Controls. Credit Controls. Shipping Controls. Customer Billing Controls. Collection Controls. Cash Receipt Controls. Purchase Controls. Accounts payable Controls. Expense Report Controls. Procurement Card Controls. Petty Cash Controls. Receiving Controls. Payroll Controls. Fixed Asset Controls. Treasury Controls. Financial Reporting Controls. Other Controls.

Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance. How to Evaluate and Improve a Company's Financial Performance. Internal Accounting Applications for Your Company. Cost-Volume-Profit Analysis, Operating Leverage, and Discounting Analysis. Capital Budgeting. Assets Management, Financing Techniques, and Portfolio Theory. Long-Term Debt and Equity Financing. Decision-Making with Forecasting. The Evolving World of Accounting.

Everything business people and managers need to know about accounting and finance.

The Acquisition Method. Financial Statement Disclosures and Business Combination. Business Combination Achieved in Stages. Reverse Acquisitions. Private Company Alternative. Asset Acquisition vs. Business Combination.

Financial Statement Translation. Foreign Currency Transactions. Other Foreign Currency Topics.

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

Written Policies and Procedures. Accounts Receivable Process Overview. Sales and the Accounts Receivable Management Process. Best Practices - Sales Processes. Case Study. Credit. Best Practices - Customer Credit Evaluation. Tier 1 Customer Credit Analysis. What Business Credit Reports are Available? Tier 2 Customer Credit Analysis. Working with Internally Prepared Financial Statements. Financial Ratio Analysis. Altman Z Score. Credit Approval. Credit Monitoring. Best Practices - Customer Monitoring. Case Study - Tier 1 Customer. Case Study - Tier 2 Customer. Methods to Secure the Sale. Methods to Secure the Sale Best Practices. Obtain credit insurance where it is available and makes commercial sense to do so. Factoring. Personal Guarantees. UCC-1s. Collections. Collections Best Practices. Account Reconciliation. Accounts Receivable Administration. Portfolio Review. Internal Controls. Payment Application. Bank Remittance Processing Options.

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

New functions in Excel such as TEXTJOIN, IFS, and SWITCH. Working with CUBE functions and Data Models. Extracting data from PivotTables with the GETPIVOTDATA function. Summarizing data with the SUBTOTAL and AGGREGATE functions. Creating reports using EOMONTH, INDIRECT, and SUMIFS. Working with Excel's primary date-oriented functions.