CPE Catalog & Events

Planning around new tax laws. Creating trusted planning relationships.

The Trusted Advisor. Value evolution to revolution. Value pricing internal questions. Update Engagement Letters.

The Role an Accounts Payable Policy and Procedures Manual Plays. Creating the Manual. Using the Manual. The Segregation of Duties Issue. Reviewing and Updating Your Policy and Procedures.

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.

Credit and Collection Operations. Credit Procedures. Credit Controls. Collection Procedures. Collection Controls. Credit Policy. Credit Application. Customer Credit Ratings. Ongoing Credit Monitoring. Interpretation of Financial Statements. Credit Risk Reduction. Customer Billings. Payment Handling. Collection Tactics. Payment Deductions. Skip Tracing. Collection Agency. Litigation and Bankruptcy Tactics. Allowance for Doubtful Accounts. Credit and Collection Technology. Product and Service Improvements. Credit and Collection Measurements. Credit and Collection Laws.

Technology. Invoices. Payments. Fraud.

Sole Proprietorships Special Issues to Consider. Partnership Issues to Consider. Limited Liability Company Issues to Consider. C Corporation Issues to Consider. S Corporation Issues to Consider. New IRC 199A. Section 199A Strategies.

Understanding Business Law. Critical Elements of Business Law. Responsibility of Management. Director Liability. Duties of Corporate Management. Types of Intellectual Property. Contract Law. 4 Components of a Contract.

Rollovers and transfers for owner accounts.

Beneficiary Rollover Rules. Spouse Beneficiary Options. Titling Inherited Accounts.

Anti-Clawback Rules 20.2010. Biden 2023 Budget Plan. The Spousal Lifetime Access Trust. The Charitable Lead Trust.

Financial Statement Fraud. Auditor Deception Cases.

Crowdfunding Overview. Regulating Crowdfunding. Regulation D and Regulation A+. Stock Valuation.

New Emphasis in Planning. Portability. Simple Wills. Income Tax Planning. Life Insurance. Retirement Plan Benefits.

Cryptocurrency.

New developments. Schedules K-2 and K-3. Crypto.

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

Investors. Tax Planning Opportunities.

Capital Losses. Nonbusiness Bad Debt Deduction. Best Practices.

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.