CPE Catalog & Events

Budgeting and Profit Planning. Managing Cash and Receivables. Buying and Selling Products and Services. Scheduling, Planning, and Efficiency Measures. Measure Business Performance. Adequacy and Cost of Insurance Coverage. Buying or Selling a Business

Financial Tax Planning. Building an Estate. Preservation of Wealth. Deferral. Reduction. Income Splitting. Elimination. Asset Protection. Estate Planning. Estate and Gift Taxes. Wills and Probate. Trusts. Entities and Title. Life Insurance, Annuities and Buy-Sell Agreements. Special Business Issues. Estate Freeze Rules. Elderly and Disabled Planning. Post-Mortem Planning and Tax Return Requirements.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting. Elimination. Asset protection. Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entity and title. Life insurance, Annuities and buy-sell agreements. Special business issues. Estate tax freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Form 3508S - Loans Under $50,000. PPP Loan Forgiveness FAQs. Interim Final Rule 2020-0052. Treatment of EIDL Loans. Financial Statement Issues. PPP Loan Tax Issues. Form 3508EZ. PPP Loan Forgiveness Application (Long Form). Documentation Requirements.

Computer Fraud, Attacks and Abuse. Preventing and Detecting Computer Fraud and Abuse.

Organizational Policy. Physical Security and Data Preservation. Hardware Security. Software Security. Personnel Security. Network Security. Security Policy. Contingency Planning. Auditing and Legal Issues. Computer Crime, Cyberfraud, and Recent Trends

Computer and Data Security Basics for the CPA.

Introduction Section 1031. Statutory Requirements and Definitions. The Concept and Rules of "Boot". Losses in an Exchange. Basis on Tax-Deferred Exchange. Depreciation, Cost Recovery, MACRS, and Recapture. Miscellaneous Exchange Aspects. Exchange Mechanics. Types of Exchanges. Delayed Exchanges. Warehousing and Pot Method. Accommodators and Intermediaries.

Introduction - Section 1031. Section 1031 and its function. Statutory requirements and definitions. The concept of "boot. " The rules of "boot. " Losses. Basis on tax-deferred exchange. Depreciation, cost recovery, MACRS, and recapture. Miscellaneous aspects. Mechanics. Types of exchanges. Delayed exchanges. Warehousing and pot method. Accommodators and intermediaries.

Sources and effects of, and managing, conflict. Mediating. Positive conflict.

Conflict Identification. Conflict Management Alternatives. Conflict Assessment. The Conversation. Conflict Situations. Project Conflicts. Conflict Prevention and Positive Outcomes.

Changes in Accounting Principle. Accounting for the Change in Accounting Principle. Justifying a Change in Accounting Principle. Change in Accounting Principle. Disclosures Required for Changes in Accounting Principles. Change in Accounting Estimate. Change in Reporting Entity. Accounting for Correction of Errors. Internal Control Considerations. Accounting Standards Updates.

Types of Constraints. Constraint Operational Terminology. The Inventory Buffer. Production Scheduling. Sales Department and Engineering Department Constraints. Executive and Project Management Constraints. Cost Analysis. Reporting. GAAP and IFRS frameworks. Difference between Constraint Management and the Accounting Frameworks. Constraint Utilization and Effectiveness. Constraint Maintenance. Constraint Controls. Budgeting. Policies that help Constraint Management, and more.

Construction Industry Overview. Construction Accounting System. . Construction-Specific Accounting. Construction Transactions. Construction Financial Statements. Fixed Asset Accounting. Payable Accounting. Debt Accounting. Contingencies. Lease Accounting. Payroll Accounting. Investments in Construction Joint Ventures. Construction Tax Issues. Construction Accounting Controls. Job Analysis. Business Structures.

Inventory Management. Fixed Assets management. Accounts Payable Management. Equity Management.

Cash Management. Credit and Collections Management. Billing Management.

Closing the Books. Financial Statements. Public Company Financial Reporting. Management Reports.

Controller Job Description. Payroll Management. Department Management. Budgeting. Capital Budgeting. Computer System Selection and Installation.

A massive emergency SBA nonrecourse loan program for small businesses with generous forgiveness provisions. Income Tax-Free SBA loan forgiveness along with key tax Incentives designed to stimulate the U.S. economy. Deferral of the Employer side of Social Security Taxes Until 2021 and 2022. $1,200 checks to many Americans plus $500/child that will be phased out based on income widely believed to be $75,000. Employment Tax Credits to 100% Finance Sick Leave for Small Business. Expansion of NOL Carrybacks and Carryforwards. Waiver of 2020 RMDs from Qualified Retirement Plans. Waiver of 2020 RMDs from IRAs. Delayed Filing Dates for Some Returns and Not Others. Delayed Payment Dates. Retirement Plan and IRA Penalty-Free Distributions - with Repayment Plans over Several Years. Retirement Plan Loan Expansion & Relief. Delayed IRA and Plan Contribution Dates. New Charitable Tax Breaks - Including an above-the-line deduction and Percentage Limitation Rollback. Significant Delay on the Payment of Employment Taxes. 461(l) Excess Loss Limitation Relief. Deductible Business Interest Expense Relief.

Related Treasury and IRS notices and pronouncements. Families First Coronavirus Response Act paid leave requirements. Modified income tax filing and payment deadlines. CARES Act tax provisions.