CPE Catalog & Events

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

Accounting for Receivables. Accounting for Investments. Accounting for Inventory. Accounting for Property, Plant, and Equipment. Accounting for Intangibles.

Background of ASC 820. Fundamentals of Fair Value. Assessment of the Unit of Account. Identification of Markets for Basis of Valuation. Application of Valuation Techniques. Fair Value Measurements and Inactive Markets. General Rules of Financial Assets and Liabilities. Presentation and Disclosure.

Key features for choosing a retirement plan for a small business. Key questions an advisor must ask a small business owner to help determine suitability for a retirement plan. Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA. How SEP and SIMPLE IRAs benefit the small business owner. How SEP and SIMPLE IRAs benefit employees of small businesses. The tax benefits that help to offset the cost of employer contributions. How to determine which business is eligible to adopt a SEP or SIMPLE IRA. How to determine which employees must be covered.

Standard deduction increased. Qualified long-term care insurance premiums and benefits. Retirement Savings Contribution Credit. Health flexible spending arrangement contributions. Small Business Premium Tax Credit. Medical and health savings accounts. ROTH IRA Eligibility. Inflation Reduction Act. Qualified Energy Property Credit.

Financial Markets and Intermediaries. Interest Rates. Central Banking and Monetary Policy. Money Markets. Capital Markets. Foreign Exchange Markets. Derivatives Markets.

Definition of Gift. Exclusions from the Gift Tax. Available Gift Tax Deductions. Filling Out Asset Schedules A through I. Completing Deduction Schedules J through U. Completing the Return.

Fraud. Fraud and Theft Schemes. Financial Statement Fraud. Fraud Policies and Controls. Fraud Detection. Fraud Investigation. Investigation of Concealment and Conversion. Fraud Interviewing Techniques. Fraud Report. Legal Aspects of Fraud.

Fraud investigation reporting.

Audit Strategies. Auditing Cash. Auditing Accounts Receivable. Auditing Inventories. Auditing Investments. Auditing Fixed Assets. Auditing Goodwill and Intangibles. Auditing Accounts Payable and Accrued Expenses. Auditing Income Taxes. Auditing Revenues. Auditing Payroll and Operating Expenses.

Last Minute Major Tax Legislation. Individual Changes. IRA and Retirement Changes. Real Estate Changes. Business Changes. Payroll Changes. C Corp Changes. IRS Practice Changes.

Auditing Fixed Assets. Auditing Intangible Assets. Auditing Depreciation. Planning the Fixed Asset Audit

IRS Collections. Taxpayer Rights. Challenging an IRS Decision.

Current Expected Credit Losses. Measurement of Credit Losses on Financial Instruments. Codification Improvements to Topic 326, Financial Instruments - Credit Losses. Effective Dates. Codification Improvements.

Installment method. Installment income. Imputed interest and OID. Related party sales. Like-kind exchanges. Contingent payments or price. Sale of a business. Dealer dispositions. Installment notes in excess of $5 million. Dispositions of installment obligations.

Installment Sales. Imputed Interest and OID. Repossession. Like-Kind Exchanges. Dealer Disposition.

Integration. Databases and API's. Integration Tools. Programming. Desktop and Reporting Tools.

Data Sharing and Management. Databases and Relational Data. Power Query and Power BI. Zapier, IFTTT and More.

Creating Your First Macro in Less than Two Minutes. Understanding Macro Fundamentals. Working with the Macro Recorder. Introducing Visual Basic for Applications. Useful Macro Techniques for Accountants.

The key is to FOCUS. Getting Clients. Places to Look for Clients. Two Major Projects. Marketing Materials. Build Your Online Presence.