CPE Catalog & Events

What is ransomware and how does it spread. How ransomware can cripple a business. Specific steps you can take to reduce the likelihood of becoming a victim. What you should do if you become a victim.

Related Parties under IRC Section 267. Related Parties under IRC Section 707. Related Parties under IRC Section 1239.

History of current 1099 reporting of fixed income securities. What treatment is required versus what can be elected. Examples using actual 1099 forms.

History of current 1099 reporting of fixed income securities. What treatment is required versus what can be elected. Examples using actual 1099 forms.

The SECURE Act. EARN. Social Security. Medicare.

Why the Change in the Revenue Recognition Standards. Evolution of the Revenue Recognition Standard. Five Step Process for Revenue Recognition. Financial Statement Presentation Issues, Disclosure Requirements, and Transition Guidance. Recent Developments.

The Fundamentals of the Revenue Standard. The Application of the Revenue Recognition Model. Other Revenue Topics. Presentation and Disclosure. Implications to Internal Controls.

Revenue Analysis. Margin Analysis. The Price Component. The Volume Component. The Mix Component. The Cost Component.

General Nature of Fraud. Five Elements of Internal Control. AICPA Resources.

Annual Basis Adjustments. Deducting Losses. Limits - NOLs, PALs, and Basis. TC Summary Opinion 2017-9 (Tinsley). Form 7203. Accumulated Adjustments Account. CCA 2014446021. Revenue Ruling 2019-13. TC Memo 2016-207 (Franklin). PLR 201633017. PLR 201930023. Post Termination Transition Period.

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

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

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

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

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.

Tax bracket modifications and changes. Individual and business tax credits, deductions and exclusions. Education incentives. Saving, pensions and retirement. Corporate and small business taxation. Insurance provisions. Compensation restrictions. International provisions. Exempt organization taxation.

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

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.

Revenue Recognition. Leases. Credit Loss Standard.

Accounting Basics. The interpretation of Financial Statements. Discounted Cash Flow Techniques. Capital Structure Analysis. Business Valuation. Product Development. Supply Chain Management. Building and Managing Teams. Business Strategy.