CPE Catalog & Events

Reviewing the Wayfair decision and its impact on businesses. Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance. Identifying third-party tools that are useful in multi-jurisdiction compliance efforts.

Transitional Relief for 2021 {IR-2022-38 Issued 2/16/22}. Who Must File?

Review the Section 179D for Energy Efficient Commercial Buildings.

Security Risks. Specific Tools. Protect Sensitive Data. Improve PC Security. Improved Organizational Security.

The latest tools and techniques for securing your data.

Qualifications and skills to look for in an IT provider, and the different types of IT providers. The available options for delivering applications to end-users. Guidance on what to buy and what to avoid when selecting hardware and software.

FICA and SET Basics. Net Investment Income Tax. Reasonable Compensation.

Empower Business owners, operators, and employees. Prevent Cybercrime. Secure Mobile Devices. Prevent Mortgage Fraud. Prevent Social Engineering. Prevent Email Hijacking. Create Strong Passwords.

The Small to Mid-Sized Business Accounting Landscape. Sized Business Accounting Landscape QuickBooks Online and QuickBooks Desktop. Xero Accounting, Wave Accounting, and AccountingSuite. Wave Accounting, and AccountingSuite SMB Solutions from Sage Software. Microsoft Dynamics 365. Zoho Accounting Apps. Other Solutions, Wrappers, and Extenders

Fundamentals of cloud accounting for small businesses and why these issues matter. Five critical questions when considering a small business accounting solution. Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses.

Change from GAAP to an SPF. Financial Statement Theory. Economic Resources & Claims. Changes in Resources and Claims. Recognition and Measurement Issues. Presentation and Disclosure. Disclosure Guidelines. Major Differences Between FRF-SME and the Tax Basis of Accounting. Sections of the FRF-SME.

Understanding the Basic Concepts. Comparing Periods to Identify Cash Flows. Categorizing the Cash Flows. Selecting Your Presentation. Preparing the Statement. Preparing Disclosures. Documenting Your Work.

Professional Requirements. Engagement Acceptance. Gathering Information. Preparation of Financial Statements. Disclosures. Reports. Documentation. Client Representation Letters. Guidelines for Specific Presentation. Considerations for an SPF. Compilation Requirements.

Determining Current Tax Position. Determining the Deferred Tax Position. Identify Any Unrecognized Tax Positions. Considering Any Special Issues. Preparing Disclosure.

Determining Engagement Acceptance. Agreeing Upon the Procedures. Performing the Procedures. Obtaining Written Agreement of Appropriateness. Presenting Findings. Obtaining Representations. Preparing the Report. Preparing Documentation.

Understanding the Requirements. Enrolling in the Program. Understanding the Process. Preparing Your Quality Control Document. Documenting your Monitoring. Scheduling Your Peer Review. Submitting Your Engagement List. Reviewing Your Documentation. Being Aware of the Problem Areas. Submitting Your Engagements. Experiencing Your Peer Review.

Leadership and Succession. Understanding the Generations. Understanding Influence. Using Influence to Motivate all generations.

Growing Demand for Sustainability. SASB Sustainability Accounting Standards Board. Waste Management Sustainability Report. GRI Global Reporting Initiative. UN Standards Development Goals. KPMG Survey of Corporate Responsibility Reporting 2017. SEC Position. Integrated Reporting. Investors' Position.

Market Volatility and the CARES Act RMD Strategy. SECURE Act. Core Roth Conversion Concepts.

65 Day Rule. Estate and Trusts Tax Rates. Individual Tax Rates. Form 1041-T.