CPE Catalog & Events

CP508C Notice. Serious Delinquent Tax Debt. Foreign Earned Income Exclusion. Foreign Tax Credit. Schedules K-2 and K-3. Nonresident Alien. US Estate Tax.

Schedule K-2 and K-3 FAQs. Tax Practitioner Planning. Form 1116 Exemption Exception.

Revenue from Contracts with Customers. Not-for-Profit Entities. Leases. Accounting for Credit Losses. Issues Related to Covid - 19. Goodwill & Intangible Alternatives.

Quality Management Standards. SQMS 1. SAS 142. SAS 143. Risk Assessment Procedures. SAS 145. The New Requirements Under SSAE 19.

SSARS 25. Review Requirements. SSARS 26. Review of Financial Statements.

Annual inflation adjustments. Tax qualified long term care premiums. HSAs. Standard Mileage rates. Taxability of earnings. Retirement income reporting and taxability. Proprietorship income. Capital gains and losses. Standard deduction eligibility. Itemized deductions, Schedule A. Tax credits. General income tax review. Preparer practices, procedures, and responsibility.

Planning with SCINs. Taxation of GRATs and GRUTs.

Multiple issues arising when a person becomes a surviving spouse.

Income tax rates. Personal exemptions and phaseout. Child and Dependent Care Expenses Tax Credit. Moving Expense Deduction and Reimbursement. Hope ( American Opportunity) and Lifetime Learning Credits. Health Savings Accounts. Energy- Residential Energy-Efficient Improvements and Home Credits. Business-Corporate Tax Rate Reduced to 21%. Retirement Plans. Estate, GST and Gift Taxes. Residential Clean Energy Credit. Consolidated Appropriations Act of 2023.

Search for Financially Viable Solutions. Prune the Business. Manage the Bottleneck. Advise on Acquisitions. Act on Risk. Monitor Cash Flows. Manage Strategy. Search for the Next Crisis.

Search for Errors. Adjust Workloads. Eliminate Reports. Close the Books Fast. Automate Transactions. Improve Cash Flows. Point Out Financial Problems.

Leasing Standards. Transition Methods. Lease Disclosures. Effect of Lease Reporting.

Planning for Mergers and Acquisitions. Deciding on Acquisition Terms. Grading Criteria. Objectives and Types of Divestitures. Asset Valuation Methods. Accounting for Divestitures. Liquidation Process.

The origin of the Dark Web and the Deep Web and their relationship to the "ordinary" Internet. How to connect to and browse the Dark Web. Security risks associated with accessing the Dark Web. Potentially beneficial sites and applications on the Dark Web.

The Definition of BI. The Analytics Environment. Microsoft Power BI.

Compilations. Preparation Engagements. Efficiency Tips.

Consistency. SQCS No. 8 and Quality Control. The As-is State to the To-be State. Lean Initiatives.

SSARS 21 and SSARS 25. Special Purpose Frameworks.

SALT Deduction Cap Workarounds. IRS Notice 2020-75. Build Back Better Act. PTE Taxes. AB 150. Credit Ordering. Governor's Proposed Budget.

Simple Data Links and Extractions with Excel. Power Query. Querying Data from the Web. Querying Data from Text Files. Leveraging Power Query with Open Database Connectivity. Working with and Managing Office Data Connection Files. The Importance of the Excel Data Model. Querying Data Using Power BI.