CPE Catalog & Events

Common security weaknesses that occur with hardware and software at home and in the office. Malware, ransomware, data breach, and incident response tips. Internal control failures resulting in the theft of assets or unauthorized manipulation of data. User authentication and security awareness training.

Social Security and Medicare. Still Working as a Senior. Retirement Distributions. Tax Planning. Other Planning Issues.

The basics of everything you need to be aware of in regard to tax planning after the death of a spouse.

The Great Resignation. Basic Financial Planning. 2022 Tax Rates. Retirement Accounts. NUA. NIIT. Social Security. Healthcare. Reverse Mortgage.

Federal K-1. Tax Planning for PTET Credits.

Current Property. Section 1031 Exchange. Qualified Opportunity Zones. Charitable Remainder Trust.

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

Hardware and software trends that affect your strategy. Purchase guidance on what to approve and avoid. Innovative applications for productivity and security. Interesting technology to consider.

Major concepts and terms surrounding networking, security, and authentication.

Identify technologies that enable remote and stay-at-home work. List the critical security considerations for a virtual workforce. Differentiate between options to meet your needs. Enumerate technology options to include in your technology plans.

Collaboration options in Teams. Using Teams to share information with people outside your organization. Adding apps into Teams. Securing Teams.

Spreadsheet Designs Fundamentals. Excel's Built-in Tools for Testing and Auditing Workbooks. Testing and Auditing Excel with Add-ins.

Schedule 8812. Forgiveness of PPP Loans. Schedule D. CCA 202151006. S-Corporation. Schedule K-2 & K-3. AB87/SB 113.

Knowing Your Client. Knowing Your Compliance Environment. Knowing Your Tax Position. State Compliance Rules. Business Taxation Rules by Entity Type. Risk Assessment. Discovering Fiscal Literacy.

Unemployment Provisions. Targeted EIDL Advance. Support for Restaurants. Child Tax Credit.

The Story. Integration with Operations. The Controlling Landscape. Controlling Top Tips.

Materiality. The Audit Report. Structure of the Report. Related Parties. Fraud.

The Windows update cadence and 'Windows as a Service." Managing Data More Efficiently. Key Security Provisions and Features in Windows. Integrating Windows 10 with Your Mobile Devices. Extending Battery Life on Devices Running Windows 10. Configuring the Edge Browser. Utilizing 'Convenience" Features in Windows Such as the Magnifier and Timeline.

Hardware and software tools that can support your strategy. Application guidance to help you save time. Innovative applications for productivity and collaboration. Interesting productivity tools to consider.

Probate. Fiduciary Relationship. Estate Termination.