CPE Catalog & Events

Examining UDFs relative to macros. Identifying the steps necessary to creating UDFs in Excel. Understanding where you should save UDFs. Fundamental syntax when creating UDFs. Incorporating UDFs into your workbooks.

IRS Funding. Residential Clean Energy Credit. Clean Vehicle Credit. Cancellation of Debt.

Revocable living trusts.

Mindfulness. The Compass of Mindfulness. 8-minute CPA Mindfulness Practice. Science of Neurology. Application of Mindfulness.

Form 5471. Safe Harbor determining CFC Status.

AICPA Code of Conduct. SAS 135 - 141.

Safety and Soundness of Credit and Collection Process. Uncertainty and Decision Making. Safety and Soundness of Financial Plans. Manage the Debt/Equity Mix. Competing in the Global Economy. Federal, State, and Local Budgets. Trends in Employee Business Practices and Motivation. Social Security Funding and Retirement. The future of medical care, impact on your associates, and your costs. National Infrastructure Copyright 201.

Remote work. Efficient work. CPA licensure model. The office of tomorrow.

Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.

Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.

How to take advantage of instilling controls across the entire accounts payable spectrum.

Stretch Out IRAs. 401(a)(9) Regulations. Fiscal Year Planning. Roth Conversions. Estate Tax Considerations. The New Spousal Rollover Trap. Charitable Remainder Trusts. State Income Tax Planning. Charitable Planning with IRAs.

10 Year Rule. Eligible Designated Beneficiaries. Surviving Spouse. Non-Designated Beneficiaries. See-Through Trust.

FASB Concepts. Objective of General Purpose Financial Reporting. Fundamental Qualitative Characteristics. Elements of Financial Statements.

Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.

Basic Characteristics and Elements of Trusts. Living Trusts. Using Trusts to Secure the Benefit of the Marital Deduction. Trust Planning for Children. Using Trusts for Gifts to Charity. Charitable Remainder Trusts. Qualified Personal Residence Trusts (QPRTs). Planning with Intentionally Defective Grantor Trusts.

Key Economic Indicators. Government Deficits. International Trade and Tariffs. Key Legislative Issues.

Understanding what ransomware is and how it is transmitted. Exploring a variety of high-profile ransomware cases. Developing an action plan to reduce your individual and organizational risk.

5 Phases of Project Management. Key Tools for Planning. Work Breakdown Structure (WBS). 5 Phases of Project Management. 12 Keys for Selecting a Vendor. Risk Identification and Assessment. Project Success Model.

Introducing PDFs. Creating PDF Documents. Organizing PDF Files. Miscellaneous PDF Techniques.