CPE Catalog & Events

CPA firm centric hardware. Software changes. Technology options for your firm. Specific technologies to improve productivity and profitability. Strategic products to consider for implementation.

Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.

Source Materials. IRS Presidential Audits. Audit Issues Identified. Defending the Former President - Or Your Client.

"Income" for Distribution Purposes. Simple Trusts. Deductions. Interest and Dividends. Rental Income. Partnerships and other Pass-throughs.

Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.

Boiler and Machinery Insurance. Business Interruption Insurance. Commercial Automobile Insurance. Commercial Crime Insurance. Commercial General Liability Insurance. Cyber Risk Insurance. Directors and Officers Liability Insurance. Life Insurance. Medical Insurance. Political Risk Insurance. Professional Liability Insurance. Property Insurance. Surety Bonds. Surplus Lines Insurance. State Unemployment Insurance. Workers' Compensation Insurance. Reinsurance. Insurance for the Home Business.

Process documentation. Software options. Practical tools you can use today and may already own. Tips on optimizing workflow. Demonstration of workflow concepts.

Transfers subject to the gift tax. Transfers that are not subject to the gift tax. Significantly enhanced lifetime exclusions from the gift tax. Generation-skipping transfer tax exclusions and recent enhancements. Gift-splitting by spouses. Available gift tax deductions. Valuation of gifts. Avoiding gift treatment by using disclaimers. Portability and the gift tax. "Defined value gifts" as a planning tool. Statutes of limitations and the adequate disclosure rules. Impact of 2017 Tax Cuts and Jobs Act.

Roth Contributions. Key Benefits. Roth Conversions. Income Tax Details. Five Year Rule. Back Door Roth Contribution.

Leadership and Business Development University. The Mentoring Process. Four Behavioral Tendencies. Six Questions for Identifying a Style. Building Relationships Using DISC. 3 Technical Skills. Tips For The Mentor.

Value pricing defined. Sales Cycle. Proposals. Value Pricing. Sales. Buying.

Occupational Fraud and Abuse.

December Coronavirus Relief Bill Overview. Additional Eligible Expenses. New Statutory Language. Second Draw Loans. Farmers and Ranchers. Other Provisions. Disaster Tax Relief.

Types of Standards. FASB Codification. Basic Research Technique. Documenting Your Research. Accounting Sources.

Managing Risks. Selecting Insurance Companies. Transferring Client Risk. Marketplace Products. Insurance Client Needs. Insurance Contracts. Life Insurance Policy.

Communication Challenges. Get to Know the Client During Audit Engagement. Theory vs. Practice. Using Emotional Intelligence to Management Relationships. Trusted Advisor Characteristics. The Six Steps to Creating Influence.

Connecting remotely. Communicating with colleagues virtually. Collaborative workspaces.

Remote Access. Computer Applications. Data. Security Practices. Related Tools and Practices. Cloud-Based Services. Communication.

Company Mission and Vision. Leadership Style. Values. Expectations. Goals. Work Environment.

Financial Reporting Overview. Financial Reporting Issues in the Great Recovery. Lease Accounting. Debt, Covenants, Loans and Forgiveness. Current & Recent FASB Activity. Revenue Recognition Retrospective. Not-for-Profit Update.